CPE Catalog
Chronological events are listed below the Featured events.
We are pleased to offer live CPE seminars throughout the year. These are virtual presentations with a live instructor allowing for live interaction. These seminars are listed in the Seminars tab below.
The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
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Online
2.00 Credits
Member Price: $99
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $119
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.
Public Speaking and Presentation Skills
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Online
2.00 Credits
Member Price: $99
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups — big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread — speaking in front of others.
Tax Policy Hour With Ken Kies
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Online
1.00 Credits
Member Price: $79
This program features renowned tax attorney Ken Kies, who has extensive experience in both government and private practice. Drawing on firsthand experience working with the U.S. Treasury Department and as Acting Chief Counsel of the IRS, plus his years advising clients and practitioners in private practice, he provides a unique perspective on how tax legislation, Treasury regulations, IRS guidance, and tax policy translate into practical planning opportunities. Ken's program examines significant current tax developments and their implications for individuals, businesses, and their advisors. Particular attention will be given to emerging tax policy, recent legislative changes, IRS and Treasury guidance, and planning strategies that practitioners should consider in advising clients. Rather than simply reviewing the law, the program focuses on what the changes mean in practice, including how tax professionals can identify opportunities, anticipate potential developments, and incorporate new rules into their tax planning and compliance practices. Participants will benefit from the speaker's insider perspective on the development and administration of federal tax policy, combined with practical insights gained from representing taxpayers and advising businesses. This program provides an experienced insider's perspective on why the tax rules look the way they do, how Treasury and the IRS are likely to interpret them, and what practitioners should be doing about them now.
Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
Member Price: $99
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.
Purchase and Sale of a Residence: Critical Tax Issues
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Online
2.00 Credits
Member Price: $99
Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Online
4.00 Credits
Member Price: $159
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need the best skills to motivate, manage, and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
Excel Lookups: Moving Beyond VLOOKUP Limitations
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Online
2.00 Credits
Member Price: $99
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.
Exploring Business Valuation Fundamentals
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Online
2.00 Credits
Member Price: $119
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.
Forms 7217 and 7203
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Online
2.00 Credits
Member Price: $119
IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated.
Preparing the Federal Estate Tax Return (Form 706): A Practical Guide
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Online
2.00 Credits
Member Price: $99
Even though federal estate tax applies to a limited number of decedents, practitioners may still be responsible for guiding clients through reporting obligations when taxable estates arise. Understanding how the estate tax system operates and how the return is organized allows practitioners to manage filings confidently, recognize when specialized support is needed, and avoid costly errors. This course introduces the structure of the federal estate tax return and the decision points involved in completing a straightforward filing.
Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World
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Online
2.00 Credits
Member Price: $119
This presentation explores modern confidentiality, data security, and AI-related professional obligations in an increasingly hostile and deceptive threat environment. It explains how evolving risks such as AI-generated phishing, account takeovers, deepfakes, and inadvertent data sharing intersect with long-standing ethical duties, emphasizing that competence today includes understanding both the benefits and risks of technology. Through real-world examples and practical guidance, the session reinforces core principles like the strategic pause, high-confidence verification, responsible use of generative AI, proper data storage, and personal accountability, concluding that reasonable precautions remain both expected and achievable even as tactics and technologies change.
Excel Tables and Conditional Summing
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Online
2.00 Credits
Member Price: $99
In this webinar we will explore the powerful concept of splitting data from reports and dig into the mechanics that enable this technique. The key feature discussed is the Tables feature, and the key function discussed is the multiple-condition summing function. We will illustrate these items in a variety of ways, including building crosstab style reports and mapping tables.
Mastering Client Management for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.
Critical Conversations
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Online
3.00 Credits
Member Price: $149
As uncomfortable as some conversations are, keeping your silence won't resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a "hard to have" talk, you can learn to benefit from the conversation. In the workshop, you'll learn how to recognize when a conversation becomes critical, how to plan effectively for the conversation, and which communications strategies can help you create a win/win outcome.
Preparation and Compilation Engagements Under the SSARS
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Online
4.00 Credits
Member Price: $159
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.
Taxation of Tips and Overtime Under OBBBA
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Online
2.00 Credits
Member Price: $119
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients regarding these two important tax developments. Both employers and employees need to understand these timely changes to taxation.
Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.
A Guide to Gig Economy Tax Issues
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Online
2.00 Credits
Member Price: $99
The IRS defines the "gig economy" as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing, and accounting and finance professionals must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional ideas of who is an employee and who is an independent contractor, and accounting and finance professionals must have the knowledge to make this determination. This program addresses federal and state tax issues accounting and finance professionals must address with clients and their own workers.
Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Member Price: $99
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.