CPE & Event Catalog
Protecting Digital Data – More Important Now Than Ever Before WEBCAST
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Pacific Tax Institute 2026 IN PERSON
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Bellevue
16.3 Credits
Latest regulatory developments. Essential tax topics.
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.
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.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
Introduction to Not-for-Profit Accounting WEBCAST
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Your Desk
2.0 Credits
Not-for-profit accounting. Yellow Book.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Retaining Talent in a Competitive Marketplace WEBINAR
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Your Desk
4.0 Credits
Decision making theory compensation and employee satisfaction. What benefits do employees care about? Retirement plan basics. Health insurance basics. Disability insurance basics. Life insurance basics. Fringe benefits. Summing it up.
Unlock the Power of AI with Copilot in Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to Copilot in Excel. Automating tasks and enhancing productivity. Advanced data insights with copilot.
What's Behind the Data? WEBINAR
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Your Desk
2.0 Credits
Ways in which data and information can be misleading. Common pitfalls when encountering data. How to reevaluate the data to avoid those pitfalls.
Performance Management - Hiring to Retiring WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Recruiting and staffing. Talent management. Employee relations.
Internal Controls That May Have Prevented Fraud WEBCAST
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Your Desk
2.0 Credits
Understand what factors allowed certain frauds to occur. Recognize what internal controls may have prevented the frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors.
Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Navigating Mergers and Acquisitions with AI: The Future of Deals WEBCAST
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Your Desk
4.0 Credits
Strategic reasons for mergers and acquisitions. Establishing acquisition principles and target criteria. Business valuation in the M&A process. Structuring the transaction and negotiating the deal. Conducting effective due diligence. Post-transaction integration and deal success.
2026-27 Annual Update for Governments and Not-for-Profits WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board. The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget.
S Corporation Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property. Explain the importance of shareholder loans to the entity. Uses a comprehensive example to illustrate the mechanics of the basis determination process. Schedules K-2 and K-3. Discuss how basis is impacted by distributions of corporation property. Explain how basis is impacted by sale/or liquidation of the S corporation interest. S corporation losses and how they impact Form 1040 Schedule E reporting. Show how to get from the Schedule K-1 information to the basis calculations. Comprehensive example to illustrate the mechanics of the basis determination process.
Coping with the Growth of Online Fraud WEBINAR
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Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.