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.
How to Review Financial Statements WEBCAST
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Your Desk
4.0 Credits
Practice reviewing financial statements. Financial statement case studies.
Shorten Month-End - Closing Best Practices WEBCAST
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Your Desk
4.0 Credits
Trends in financial statement closings . Review and discuss information systems headaches that slow you down. Work through examples of close cycle time killers and how to resolve them. Get inventory and cost of sales under control. Identify the improvement projects that will yield the biggest benefit.
The Complete Guide to Oregon Death Taxation WEBCAST - Partnered with the Oregon Society
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TBD
8.0 Credits
Oregon Estate Tax Law: Comprehensive examination. Step-by-step guidance for preparing the Oregon Estate Tax Return. Postmortem estate planning considerations for Oregon estates. Coordination with the Federal Estate Tax Return (Form 706). Probate vs. non-probate elements in estate tax matters. Valuation complexities and how to address them. Challenges related to joint tenancy and tax implications. Estate administration and its effect on tax compliance.
AI 101 for CPAs: Core Concepts and Practical Applications WEBINAR
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Your Desk
2.0 Credits
ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work. What inherent risks are associated with this powerful technology. Actionable steps you can take to mitigate the risks. Practical examples of how AI can be applied in accounting, auditing, tax, and finance services.
Resistance to Resilience: Strive for Tech Change Acceptance WEBINAR
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Your Desk
1.0 Credits
Resistance to resilience in embracing new technologies. Overcoming barriers and ensuring successful implementation. Cutting-edge audit technologies, including AI, data analytics, and automation. Insights into the Technology Acceptance Model (TAM).
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A The Code and Regulations WEBCAST
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Your Desk
4.0 Credits
Understanding the term QBI (qualified business income). Understanding the term SSTB (specified service trade or business). Understanding the term QTB (qualified traded or business). Calculate the 199A deduction. Understanding the phaseouts. Understanding aggregation. Rental property as a trade or business. Identify how your clients can maximize the deduction. Planning ideas. Understand the Section 199A regulations.
Accounting for and Auditing Cryptocurrency and Digital Assets WEBINAR
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Your Desk
2.0 Credits
Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets. Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Common Deficiencies in SSARS Engagements WEBINAR
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Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.