AI-focused accounting consultancy Edgefield Group announced the launch of a subscription AI Learning Hub as well as its first slate of public-enrollment AI training courses, both based on the best practices the company teaches to its CPA firm clients.
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The AI Learning Hub — currently available under Edgefield’s Insider Edge program — is a subscription-based platform with educational content on using Microsoft Copilot effectively in accounting workflows such as document drafting, memos, client communications and workpaper review via video walkthroughs, a prompts library and learning paths. It includes an administrative dashboard to assign curricula and track adoption. Edgefield updates content as Microsoft ships new Copilot features so the training stays current.
“We’re excited to offer the AI Learning Hub as a way for firms to continuously upskill their staff,” said Ellen Choi, CEO and founder of Edgefield Group. “AI moves fast and can feel chaotic. The Hub gives firms a dynamic, flexible layer of continuous learning so their teams don’t just keep up, but thrive.”
Beyond the Hub itself, Edgefield is also opening its generally private firm-focused training courses to public enrollment. Each course is delivered over Microsoft Teams. The classes begin in August, with CPE credit through Edgefield’s NASBA-sponsored partner. Specific credit varies on the course from two to six CPE credits. Similarly, specific costs vary on the course from $295 to $745/seat currently.
Courses include:
- Claude Foundations: Practical command of Claude for daily accounting work, from prompting fundamentals through Claude Cowork’s multi-step, file-based automation.
- Microsoft Copilot Foundations: Hands-on command of Copilot across Microsoft 365, including Outlook, Teams, Word, Excel, PowerPoint and the Analyst Agent.
- Microsoft Copilot Cowork: Delegating complete multistep jobs to Copilot as a digital colleague.
- Microsoft Copilot Agents Workshop: A build-your-own-agent workshop where participants actually create a “lite” Copilot agent tailored to their workflow.
Each course runs as a live cohort: a group that goes through the scheduled sessions together over Teams in a hands-on way, versus self-paced or recorded. Until now Edgefield only delivered these programs privately inside a single firm. Public enrollment means individuals and small groups from any firm can take the same courses. Edgefield added that, for larger firms, it’s a low-risk way to send a few people through before committing to a firmwide program.
“We’re excited to bring this knowledge in a different format that gives our clients more options to enable and ramp on AI,” said Maggie Roberts, vice president of learning and innovation with the Edgefield Group. “What we’ve built for enterprise and leading boutique firms is hands-on, cohort-based and grounded in real accounting workflows. Public enrollment is how we make it accessible to individuals, smaller firms and teams within CPA firms that want to build real AI fluency.”
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