Learn how to use AI to create structured, reliable tax and audit checklists tailored to your work. This clinic shows how to prompt AI effectively to surface key steps, questions, and documentation needs while maintaining professional judgment. You'll leave with practical examples you can adapt to planning, compliance, and review processes.

Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to...

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Protect your organization from costly business email compromise (BEC) fraud by strengthening vendor payment controls. This course highlights common risk points, red flags, and practical control measures to prevent fraudulent payment requests and safeguard financial operations.

Learn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You'll leave with practical examples you can confidently apply to real-world spreadsheets.

Learn how firms are using AI in practical, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality, professional standards, and firm governance. You'll leave with clear examples your organization can adapt confidently and responsibly.

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts....

Create a clear, practical roadmap for implementing multi-factor authentication and password managers across your organization. This course outlines best practices, common adoption challenges, and rollout strategies to strengthen security while minimizing user resistance.

Ensure sensitive files are shared securely while meeting retention and compliance obligations with confidence. This course covers best practices for secure file sharing, access controls, and retention policies to reduce risk and protect organizational data.