CPE & Event Catalog
TechBytes: Building Your WISP - What Every CPA Must Know WEBINAR
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Your Desk
1.8 Credits
Cybersecurity and data protection compliance responsibilities. Written Information Security Plans (WISPs). Reducing organizational risk.
TechBytes: Email Security for CPAs - What Every Professional 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 Professional 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 CPAs- Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPAs
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPAs
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.
Fraud and Financial Distortion: What May Be Hiding Behind the Numbers WEBCAST
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Your Desk
2.0 Credits
Translating financial statements back into operational reality. The operational plausibility test. Analytical metrics that reveal hidden distortion. Common operational red flags. Case studies. Practical questions every financial professional should ask.
Lease Accounting - Making Sense of the Standard WEBCAST
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Your Desk
4.0 Credits
What control of assets constitute a lease. Embedded leases. Fixed and variable consideration. Determining the lease term. Modifications and assessments. Related party leases. Presenting leases on financial statements. Components of calculating liabilities and rights of use.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
CORE Series: Federal and State Tax Developments Impacting High Net Worth Clients WEBINAR
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Your Desk
1.0 Credits
Recent federal and state tax developments.
Consulting Services Secrets WEBCAST
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Your Desk
1.0 Credits
Identifying a consulting specialty. Building a practice and translating knowledge into products. Managing consulting projects. Marketing consulting projects. Building a referral network. Contingent fees. Professional standards for consultants.
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.
Managerial Accounting: Your Prescription for Better Decision WEBINAR
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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.
HR’s Role in Business Evolution: Strategy, Finance, and Growth WEBCAST
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Your Desk
2.0 Credits
Corporate culture. Strategic planning. Leadership. Staff development. Use of Generative AI.
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
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Your Desk
2.0 Credits
The six methods to get others to like you. What are twelve ways to win others to your way of thinking? What are the fundamental principles of Henry Ford's success? What are the thirteen steps necessary to plan for success? How to use these principles to move your organization forward.