CPE & Event Catalog
TechBytes: Building Your WISP - What Every CPA Firm Must Know IN PERSON
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Redmond
1.8 Credits
Cybersecurity and data protection compliance responsibilities. Written Information Security Plans (WISPs). Reducing organizational risk.
TechBytes: Building Your WISP - What Every CPA Firm Must Know IN PERSON
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Redmond
1.8 Credits
Cybersecurity and data protection compliance responsibilities. Written Information Security Plans (WISPs). Reducing organizational risk.
TechBytes: Email Security for CPAs - What Every Partner Should Know But Most Don't IN PERSON
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Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
Farm Tax Conference 2026 IN PERSON
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Benton City
8.0 Credits
Practical insights and strategies to help navigate complex tax matters, identify planning opportunities, and better advise clients in the farming and ranching industries.
Pacific Northwest Wine Symposium 2026 IN PERSON
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Benton City
8.0 Credits
Tax, accounting, financial, and operational issues impacting wineries and vineyards.
TechBytes: Email Security for CPAs - What Every Partner Should Know But Most Don't IN PERSON
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Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPA firms.
TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPA firms.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
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Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
All About Fraud - Examples, Prevention and Auditing WEBINAR
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Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
Untying the Knot: Taxes and Divorce WEBINAR
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Your Desk
8.0 Credits
Filing status. Qualified domestic relations orders. Back taxes. Offers-in-compromise and installment agreements. Currently-Not-Collectible Status. Innocent spouse and injured spouse relief. Lien discharges and subordinations. Reasonable compensation. Case studies.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Required Minimum Distributions: Compliance and Planning WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Minimum distribution requirement changes by the SECURE Act 2.0. Latest guidance issued by the IRS related to required minimum distributions. The calculation of required minimum distributions using the Uniform Life Table. Required minimum distributions from multiple accounts. New 401(k) rules of SECURE Act 2.0. Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act. Required minimum distributions in the year of death. Roth conversions for estate planning and avoiding required minimum distributions. Timing of distributions for maximum tax-free compounding. Section 529 rollovers to Roth accounts under SECURE Act 2.0. Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs. Taxation of distributions. Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
AI — It’s Here and It’s Time to Get On Board WEBCAST
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Your Desk
8.0 Credits
An overview of AI. What it is and how it works. How AI fits into the technology landscape. A look at how Artificial Intelligence is used now and what the future holds.
Leases: ASC Topic 842 in Depth WEBCAST
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Your Desk
8.0 Credits
FASB ASC 842, Leases. All recently released updates to ASC 842, Leases.