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.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
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Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
How to Audit: Property, Plant, and Equipment WEBINAR
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Your Desk
2.0 Credits
The foundation of auditing PP&E. The various substantive auditing procedures that staff should perform. Real world auditing examples.
10 Keys to Outstanding Service and More Referrals WEBCAST
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Your Desk
4.0 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to get someone to really hear you and how to really hear what someone else is not saying. How to communicate so that someone will happily do what you want. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super successful communicators use. How to persuade people without them knowing they are being persuaded. How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities. The three most important keys all successful communicators use. How outstanding service can lead to more promotions and/or client development. The art of getting more referrals and turning referrals into clients. Why great service is better for your business in the long run. How to know what's most important to your client or boss—so you can focus on that.
The Single Audit from Beginning to End Update WEBCAST
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Your Desk
8.0 Credits
Applicable AICPA standards. Applicable OMB Circular. Gathering information. Identifying risk. Assessing risk. Designing procedures that are responsive to assessed risks. Evaluating single audit evidence.
AI-Enhanced Business Consulting for CPAs: Strategies and Tools WEBCAST
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Your Desk
4.0 Credits
Business consulting. Types of management services. Identification of client needs. Managing client expectations. Creating value for clients. Techniques for effective consulting. Application of AI. Professional standards application.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Forensic Accounting: Investigating Divorce Cases WEBINAR
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Your Desk
4.0 Credits
The role of a forensic accountant in divorce proceedings. The marketing of forensic accounting services to family law attorneys. How to conduct a financial investigation. Common areas to uncover hidden assets or income. The basic calculations in evaluating marital assets. Testifying in depositions and divorce court.
Mental Illness and Depression: Understanding and Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Common Yellow Book and Single Audit Deficiencies WEBCAST
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Your Desk
4.0 Credits
Common peer review deficiencies in Yellow Book engagements. Common peer review deficiencies in Single Audit engagements. Yellow Book requirements. Single Audit compliance requirements. Internal controls over compliance. Compliance testing and major program determination. Root causes of audit deficiencies and prevention strategies.
Supervised AI Agents as Public CPA Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Income Tax Planning for Bond Investments WEBCAST
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Your Desk
4.0 Credits
Active versus passive investing. Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax. The tax treatment of bonds purchased at a discount or premium. Bond swap and U.S. Savings Bond strategies.
From Numbers to Narratives: Mastering Data Analysis for CPAs WEBINAR
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Your Desk
2.0 Credits
The evolving role of CPAs in a data-driven world. Why data analysis matters for CPAs. Key data analysis skills and concepts for CPAs. Leveraging Microsoft 365 tools for data analysis. Building a data analytics mindset.