CPE & Event Catalog
TechBytes: Compliant or Exposed? What CPA Firms 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 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.
Schedule K-1: What is it and What Do I Do with It? WEBCAST
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Your Desk
2.0 Credits
Overview of Schedule K-1. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified business income deduction and Schedule K-1 integration. Case studies highlighting real-world application of Schedule K-1 reporting. Proposed changes to Schedules K-2 and K-3 for 2021 and beyond. Best practices for avoiding errors and ensuring compliance.
Profiles in Fraud WEBINAR
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Your Desk
2.0 Credits
Real life fraudsters. The characteristics fraud perpetrators have in common. Techniques to prevent and deter these common schemes.
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job WEBCAST
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Your Desk
2.0 Credits
Resolving conflict.
Managerial Accounting: Your Prescription for Better Decision Making WEBCAST
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Your Desk
4.0 Credits
Target profit and break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
What's Changing in A&A for Governmental Entities 2026-27 WEBINAR
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Your Desk
4.0 Credits
Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105. Overview of active GASB exposure drafts and ongoing projects. Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
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Your Desk
8.0 Credits
Review the Accounting Standards Codification, Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership or LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships, LLCs, and S corporations. Financial accounting for the operations of a partnership or LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
AHI: Level III - Beginning In-Charge Staff Training WEBCAST
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Your Desk
24.0 Credits
What is expected of the in-charge. Plan engagements. Assess risk and materiality. AI for accountants. Meet client needs. Complete engagements. Review assistants' work. Supervision.
Stop Loss and Contract Review: Protecting Your Plan and Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Stop loss. TPA. PBM. Point solutions.
Audits Under Uniform Guidance—Single Audit and NPOs WEBCAST
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Your Desk
4.0 Credits
Concepts of the Single Audit under the Uniform Guidance. Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance. Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs. Requirements for the schedule of expenditures of federal awards, known as the SEFA. Update on the OMB Compliance Supplement.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.