CPE & Event Catalog
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.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
The Future of Work - Building a New Model of Work WEBCAST
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Your Desk
1.2 Credits
Talent strategy. Recruitment. Retention. Compensation. Engagement. Alumni strategy. Work architecture.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Auditing. Business development.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
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Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Doing Debt Differently - Your Roadmap to Changes and Choices for Success WEBCAST
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Your Desk
4.0 Credits
Practical and emotional aspects of debt. A new philosophy on doing debt differently. Key concepts that lead to success in becoming debt free. Creating your personal plan for debt freedom.
Securing Your Data with a Password Management App WEBINAR
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Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
Accounting and Attestation for ESG WEBINAR
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Your Desk
2.0 Credits
Current ESG related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
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Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
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Your Desk
2.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
Benefits and Best Practices for Telework WEBCAST
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Your Desk
2.0 Credits
Communication. Business management.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation. Fraud.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
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Your Desk
4.0 Credits
Tools for FSA. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Public Procurement Basics: Protecting the People's Money WEBINAR
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Your Desk
2.0 Credits
Guidelines and requirements that will help lead you to public procurement success. Guidance on how governments can meet complicated procurement needs. Best practices to protect public and Federal funds.