CPE academy
Truewind is a NASBA-registered CPE sponsor (id 171888). Delivery is Group Internet Based. Completing screens here is not the same as receiving awarded credit.
Truewind Academy
A learning academy for accountants.
What an agent is, how to prompt accounting work, and how judgment stays with the accountant. The course on this site is Introduction to AI Agents. More courses can be added later. You start with Learning Objectives and the Glossary. Module 1 has three lessons. Truewind is a NASBA-registered CPE sponsor. Credit hours are not listed on this site.
One course, one module
Module 1 holds three lessons. Each lesson is a scrolling page. Sections unlock in place, and the next lesson stays locked until the current one is finished.
Read first, then start
The course intro covers Learning Objectives, the Glossary, and CPE wording before you enter Module 1.
Module 1
Lesson 1
What an AI Agent Is
You will learn what people actually mean when they say AI, how an agent differs from the automation already sitting in your close, why a workflow stops when it needs something nobody connected, and where all of this shows up in the work you do every month.
Lesson 2
Prompting for Accounting Work
You’ll learn what a model actually does with a prompt, what a strong prompt includes, when you need to be explicit and when a generic request is enough, what a chat can see and what it forgets, how to write prompts built on a source file, a completed file, and instructions, and how to turn the rules you keep repeating into an SOP.
Lesson 3
Security, Judgment & Governance
You’ll learn what to look for before trusting an AI tool with your data, what building your own tool asks of you compared with buying one, where a person stays accountable once the work is automated, how to share what works without sharing the data behind it, and what leadership needs to put in place so it all holds together.