CPE & Event Catalog
Pacific Tax Institute 2026 IN PERSON
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Bellevue
16.3 Credits
Latest regulatory developments. Essential tax topics.
TechBytes: Compliant or Exposed? What CPA Firms and Auto Dealers Must Know About the FTC Safeguards Rule IN PERSON
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Redmond
1.8 Credits
An overview of the major administrative, technical, and physical safeguards. A better understanding of written risk assessments and WISP requirements. A list of evidence the organization should be able to produce if compliance is questioned. Access to the planning portal for evaluating the organization's current position. A practical starting point for getting and staying compliant.
Professional Edge Summit 2026 IN PERSON
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Bellevue
8.0 Credits
Explaining your perspective. Working with colleagues who approach problems differently. Moving forward when there isn’t a clear answer. Connecting what you learn to how you actually work.
TechBytes: Your Cybersecurity Control Room - The Essential Safeguards Every CPA Firm and Auto Dealer Should Have IN PERSON
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Redmond
1.8 Credits
Endpoint detection and response. Device management. Windows 11 security. Microsoft 365 protection. Multi-factor authentication. Conditional access. Enterprise password management. Encryption. Microsoft purview data protection. Access logging. Vulnerability management. Secure backups. Controlled sharing of sensitive information.
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Not-For-Profit Conference 2026 IN PERSON
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Bellevue
16.3 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Spokane Chapter Lunch and Learn Featuring TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
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Spokane
1.8 Credits
Microsoft 365 Copilot for CPA workflows.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
TechBytes: Protecting Customer Information - FTC Safeguards and Cybersecurity Training for Your Entire Team IN PERSON
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Redmond
1.8 Credits
Recognizing sensitive customer information and handling it safely. Using passwords and multi-factor authentication correctly, Recognizing phishing and social-engineering attempts. Avoiding unsafe data sharing. Working securely from remote locations. Protecting company devices.
Interviewing, Onboarding and Training 101 WEBCAST
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Your Desk
1.0 Credits
Best practices on interviewing. Best practices for onboarding . Best practices with training.
Data Analytics: Practical Insights for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Apply new effective tools in business processes. Better understand how to use data analytics in public accounting engagements. Identify popular software packages that may be useful for accomplishing data analytics.
Key Tax Issues Facing Business and Industry WEBCAST
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Your Desk
4.0 Credits
Update and review of recent and key tax developments impacting business and industry. The all-important impending expiration/extension/renewal of the TCJA. Other recent legislative, judicial, and IRS developments impacting business taxpayers. Current status of Research and Experimentation costs and Interest Expense Limitation. Phaseout of Bonus Depreciation and MACRS issues. Travel and entertainment expense rules. Independent contractor vs. employee.
CORE Series: Secure, Delivered, Trusted: A CPA Firm’s Guide to Modern Email Security WEBINAR
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Your Desk
1.0 Credits
Microsoft 365 protections. Domain authentication standards. Best practices for encryption.
Internal Control Changes for Remote Workers WEBINAR
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Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Proper Financial Accounting for Partnerships and LLCs WEBCAST
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Your Desk
4.0 Credits
Importance of Partnership capital accounts. Book vs tax capital accounts. Partnership capital contributions. Section 704(b) capital rules and OCBOA. GAAP balance sheet impact of capital contributions. Bonus and Goodwill methods. Ceiling Rule and Remedial allocations. GAAP partner capital accounts.
GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
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Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94, and 87.
How Changes in Business Methods Affects Internal Control WEBINAR
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Your Desk
8.0 Credits
How is business changing? What is driving the change and how long will it last? How specifically is an organization's control system important? What steps are needed to keep up with the upheaval?
The Power of a Good Story! WEBCAST
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Your Desk
4.0 Credits
The 3 elements of storytelling. Three real world examples. Ten thoughts for the road.