Accredited AI training your members will actually use.
Turnkey, instructor-led continuing-education courses on practical AI for CPAs — delivered live, in person or virtual, and built for real adoption.
Bring a proven AI curriculum to your members
These are the sessions I deliver at society events and conferences — practical, current, and hands-on. Co-branded and turnkey: I handle the content and the delivery; your members leave able to use it Monday morning.
Course library
The AI-Driven CPA — Strategy, Governance & Ethics
A partner-level look at deploying AI responsibly: strategy, governance, and the ethics of AI in practice. Qualifies for Ethics credit.
The AI Practice Lab — Hands-On Implementation
A working session (bring your own device): attendees build and deploy real AI workflows live, not just watch a demo.
The Authoritative AI Toolkit
Benchmarking the AI landscape — which tools matter for accountants, what each is good at, and how to choose with confidence.
Mastering AI Workflow Automation
AI agents and efficiency: automating the repetitive work of the practice so your people focus on judgment.
Cash Forecasting Using AI
Building faster, sharper cash forecasts with AI — a favorite for finance leaders and outsourced-CFO practices.
Automating Reporting with AI & Excel
Using Power Query, ChatGPT, and Excel together to automate month-end and management reporting.
However your members learn best
Live in person, live-streamed, or on-demand webcast — single sessions or a multi-session cluster. Ethics-qualifying options available. I also write for member publications and can tailor a track to your society’s priorities.
Let’s build a course for your members.
Tell me about your society and audience, and I’ll put together a program — topics, formats, and dates.
