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.
Vendor Payment Controls (BEC Prevention) (LITE07/27)
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.
AI Clinic: Creating Meeting Notes + Action Plans Safely (LITE06/27)
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.
Unconscious Bias, Imposter Syndrome (LIOT02/27)
Even the most capable professionals experience hidden mental patterns that affect confidence, clarity, and decision-making. This session equips CPAs with practical tools to understand unconscious bias, recognize imposter-syndrome triggers, reframe self-doubt, and give and receive feedback in ways that reduce threat and build trust.
AI for Microsoft Excel (LITE21/27)
In this session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom explores practical AI-powered features already built into Microsoft Excel that can help you clean up data, summarize information, and work more efficiently. Rather than focusing on AI for its own sake, David demonstrates reliable, everyday tools such as Flash Fill, Recommended PivotTables, Analyze Data, the Navigation pane, and Excel Tables that use artificial intelligence to reduce repetitive work and uncover insights more quickly. The session concludes with a brief introduction to Microsoft Copilot’s ability to categorize transactions, while reserving a deeper exploration of Copilot’s capabilities for a separate presentation devoted entirely to that topic.
• Jump-starting PivotTables by way of the Recommended PivotTables feature.
• Exploring worksheets, ranges, and objects with quick search and links.
• Using the Total Row in Excel Tables.
• Merging text from two or more columns without using formulas or repetitive retyping with Flash Fill.
• Showing how to pass a text prompt and a cell reference to COPILOT for automated transaction categorization.
• Separating first/last names into two columns without using formulas or retyping.
• Creating PivotTables and PivotCharts based upon your data by asking natural language questions.
Exploring Client Advisory Services – Communicating Financial Results to Stakeholders (LIOT05/27)
One of the most difficult things for any practitioner to learn is how to communicate financial information to non-financial people. In order to climb the ladder of success and thrive as a practitioner, it is imperative to learn this skill since we are often being asked questions and providing information to people who are unfamiliar with the accounting world which is often filled with acronyms and unique phrases. In this course, we will be exploring how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you!
Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy (LIOT01/27)
Serving on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit, understand the core responsibilities of governance, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings, engage in philanthropy with intention, support fundraising ethically, and measure impact in ways that strengthen organizational credibility and community trust.
Designed for CPAs and financial leaders who want to make a real difference, this session blends practical frameworks with the real-world expectations of modern nonprofit governance.
The Current and Future Landscape of Audit Technology (LITE05/27)
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 navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession.
Conflict Management & Handling Objections (LIOT11/26)
Conflict is inevitable—but unresolved conflict costs time, trust, productivity, and morale. This practical session gives CPA leaders the tools to analyze difficult situations objectively, choose the right conflict-resolution strategy, and communicate tough messages with confidence and professionalism. You’ll also learn how to de-escalate clashes between two strong-minded leaders, craft clear plans for difficult conversations, and respond calmly and effectively to objections. Participants will leave with a repeatable framework for navigating workplace tension and turning conflict into collaboration.
Succession Planning (LIOT10/26)
Strong organizations don’t leave the future to chance—they build it intentionally. This session gives CPA leaders a practical, transparent, and confidence-building approach to succession planning. Learn how to identify high-potential successors, design a development “curriculum” that accelerates readiness, communicate your plans without signaling premature departure, and strengthen buy-in from rising leaders. Walk away with the tools to position future successors for long-term success while protecting continuity, culture, and client relationships.
