CPE & Event Catalog
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Shortcuts that Excel Users Love WEBCAST
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Your Desk
2.0 Credits
Recall and use powerful but often hidden tools available in Excel. Recall some of the new features built into the spreadsheet application. Identify ways to work in a more efficient manner because of keyboard and ribbon-based tools.
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.
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisor Services WEBCAST
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Your Desk
2.0 Credits
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
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.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
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.
Taxation of Non-fungible Tokens WEBCAST
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Your Desk
2.0 Credits
NFT basics. Classification of NFTs. Current Legislative and Policy Environment. Tax implications of creation, sales and exchanges of NFTs.
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs WEBCAST
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Your Desk
4.0 Credits
Unique needs of SMEs. The menu of available frameworks. Exploration of specific SPFs. U.S. GAAP provisions for SMEs. Considerations when selecting a framework. Audit, review, and compilation implications. Pitfalls to avoid. Best practices to adopt.
Avoiding the Most Misapplied Audit Concepts WEBINAR
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Your Desk
8.0 Credits
Risk assessment. Substantive analytics. Identifying and evaluating internal control deficiencies.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Comprehensive Estate Planning: Administration and Postmortem Strategies WEBCAST
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Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Postmortem opportunities on the estate income tax return. Available postmortem estate tax elections. Portability election. Disclaimers.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands WEBCAST
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Your Desk
2.0 Credits
Understanding the modern finance and accounting organization chart. GAAP accounting changes. The speed of change and complexity. Recognizing and fixing the top five accounting problems and errors. Balancing strategy with our day-to-day roles.
The Art of Marketing for CPAs WEBCAST
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Your Desk
4.0 Credits
Why marketing and self-promotion are so important today. What keeps people from learning this skill, and how to overcome those obstacles. How to get people (your boss, co-workers or clients) to like working with you. How to sell someone on your services in a single minute. How to attract more clients or the attention of your boss in a way that "wows" them. How to get referrals from your clients or glowing reviews from your boss. The 3 communication skills every person needs to master, and why. The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career.
Behavioral Finance Biases WEBINAR
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Your Desk
1.0 Credits
Overview of biases and standard of living risk. Overview of difference between emotional and processing biases. Examples of various real life examples and case studies.
Emotional Intelligence for Professionals: Mastering the Human Side of Success WEBCAST
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Your Desk
1.0 Credits
Emotions. Relationships. Emotional intelligence. Communication.