Training
Events
Learning Lab: Building Marketing Agents with Microsoft Copilot Studio
In this hands-on workshop, participants will learn how to use Microsoft Copilot Studio to build AI-powered marketing agents that support content creation, lead generation, campaign planning, and client engagement. Rather…
Learning Lab: Empowering Future Firm Leaders Through Marketing & Business Development Training
Program Description What if every staff member at your firm thought like a marketer? For most marketers, that’s the dream. But the reality is that business development often feels out…
Learning Lab: Unlock Your HubSpot Potential
Transform your firm's HubSpot account from a generic CRM into a powerful, industry-specific automation engine that actually works for accounting firms. This hands-on workshop solves three critical challenges—HubSpot doesn't work…