Think AI First and Future-Proof Your Firm
The Advisory Shift Starts Here
This isn’t just another AI course. It’s a human-first, AI-powered transformation for accounting teams ready to lead with insight, not just numbers.
Enroll todayThink AI-First teaches your team how to use AI as a strategic amplifier, helping them grow the soft skills that power the future of advisory:
Confident communication
Leadership presence
Decision-making clarity
Better client conversations
What You’ll Learn
This hands-on course includes short, practical lessons and powerful worksheets designed to reshape how your team thinks, speaks and leads:
Why AI matters to leadership and advisory
Understand how AI builds stronger CPAs.
How to treat AI like a business best friend
Use it to brainstorm, clarify and coach in real time.
Boosting your AIQ
Elevate your team’s ability to think with AI, not just use it.
Finding insights in everyday conversations
Turn messy notes and firm chatter into advisory gold.
Real-time leadership coaching
Use prompts to stress-test decisions and reduce hesitation.
Becoming AI-First
Make AI part of how your team shows up in meetings, serves clients, and leads strategy.
Who This Is For
Accountants looking to confidently step into more advisory roles
Managers who want their team to lead client conversations with clarity
Firms ready to future-proof their people
Why It Works
Most AI tools teach you how to save time. We teach you how to use that time to lead better. And that is by getting you in the game!
Every lesson comes with hands-on worksheets that walk you through real prompts and real scenarios. You won’t just watch someone else use AI. You’ll build the muscle yourself.
This course gives your team:
- A new mindset
- A stronger voice
- A toolkit to lead with insight
Because if you don’t play with AI, you’ll never trust it. If you never trust it, you’ll never use it when it matters most. This course is your practice field — before the high-stakes moments arrive.
FAQS
Who is Navi and what does it do?
How long do I have access to the course?
Can I get this for my team?
Ready to Build a Team That Advises with Confidence?
Enroll your team today and start the journey toward becoming an AI-First firm — where communication, connection and confidence come standard.
đź”— ENROLL TODAY