You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework to automate countless tasks and reclaim hours weekly.

(Originally recorded on October 20, 2025, on Earmark Webinars+)

Chapters

• (02:18) - Meet Kyle Ashcraft and His AI Journey
• (02:31) - The Importance of AI in Accounting
• (03:30) - Kyle's Background and CPA Review
• (04:38) - Live Webinar and Audience Interaction
• (05:12) - Kyle's AI Projects and Cursor Introduction
• (07:39) - Data Privacy Concerns with AI
• (17:18) - Practical AI in Excel: Examples and Demonstration
• (20:03) - Getting Started with Cursor
• (23:55) - First Cursor Project: Cleaning Up Excel Data
• (31:38) - Jumping into Financial Document Verification
• (32:50) - Exploring Cursor's Privacy Settings
• (33:48) - Understanding Data Retention Policies
• (36:23) - Comparing Excel Files with Cursor
• (36:48) - Analyzing Complex GL Details
• (42:22) - Using Cursor for Recurring Accounting Tasks
• (49:20) - Leveraging AI for Audit and Analysis
• (50:53) - Practical Tips for Implementing Cursor
• (53:56) - Q&A: Advanced Cursor Features
• (59:04) - Conclusion and Next Steps

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Resources

Intro to Cursor PDF Guide - https://mcusercontent.com/02dbcae4a3e3f15021db25a0c/files/deff5647-e0a3-51d7-4225-cf8b3a48532d/Cursor_AI_Quick_Guide.pdf

Webinar presentation - https://ai.maxwellstudy.com/

Connect with Our Guest, Kyle Ashcraft, CPA

LinkedIn: https://www.linkedin.com/in/kyle-ashcraft-cpa-7638a42a

Learn more about Maxwell CPA Review

https://maxwellcpareview.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, analysis, reporting), how to audit culture and AI governance, and how to earn audit committee trust with no surprises.

Chapters

• (01:37) - Richard Chambers' Career Journey
• (03:15) - Evolution of Internal Audit
• (05:34) - Emerging Risks in Internal Audit
• (08:13) - AI and Cybersecurity Challenges
• (10:51) - Continuous Risk Monitoring
• (25:30) - Connected Risk and AI Integration
• (27:42) - Introduction to the Three Lines of Defense
• (30:01) - Evolution to the Three Lines Model
• (31:18) - Connected Risk and Collaboration
• (32:08) - AI's Impact on Risk Management
• (35:20) - AI in Internal Audit: Opportunities and Challenges
• (40:32) - The Human Element in Internal Audit
• (44:40) - The Future of Internal Audit and AI
• (54:00) - Conclusion and Final Thoughts

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Richard Chambers

LinkedIn: https://www.linkedin.com/in/richard-chambers-a5108914/
Twitter: https://x.com/rfchambers
Website: https://auditboard.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.

Chapters

• (00:22) - Welcome to the Earmark Podcast
• (01:15) - Prix Fixe Accounting: A Niche in Hospitality
• (02:25) - Advisory Services in the Restaurant Industry
• (06:20) - Forecasting and Budgeting for Restaurants
• (06:59) - Getting Started with Advisory Services
• (13:40) - Defining Advisory Services
• (17:35) - The Value of Metrics and Visuals
• (25:24) - Advice for Firms Starting Advisory Services
• (27:40) - Conclusion and Final Thoughts

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guests:

James Erving

LinkedIn: https://www.linkedin.com/in/jameserving/

Learn more about Fathom

Official website: http://fathomhq.com

Chris Macksey

LinkedIn: https://www.linkedin.com/in/cmacksey/

Learn more about Prix Fixe Accounting

Official website: https://prixfixe.accountants/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/