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.
Governmental Accounting and Auditing Update WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
GASB updates. Updated Statements on Auditing Standards (SASs). Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management. SQMS No. 2, Engagement Quality Reviews. SQMS No. 3, Amendments to QM Sections 10, A Firm’s System of Quality Management, and 20, Engagement Quality Reviews. Yellow Book and OMB updates affecting single audits. Ethics updates for governments and not-for-profit entities.
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.
Case Studies in Accounting Fraud WEBCAST
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Your Desk
4.0 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud. Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur within payments processing. Review of recent cases involving the same common fraud schemes that have always existed.
Pension and Profit-Sharing Plan Strategies WEBCAST
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Your Desk
8.0 Credits
Types of documents: advantages and disadvantages, where they fit and plan termination issues. Types of retirement plans. Plan selection and design. Contribution and deduction limits and timing. Reporting and disclosure: Form 5500 and participant communications. Legislative environment. In-plan Roth conversions.
2026-27 Annual Update for Not-for-Profit Accountants and Audit WEBINAR
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Your Desk
4.0 Credits
Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standards. Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.
Exploring Internal Controls That Could Have Prevented Frauds WEBINAR
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Your Desk
2.0 Credits
Examination of actual frauds. Discussion of internal controls that could have prevented the frauds. Contemplation of epiphanies for your own professional scenarios.
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency WEBCAST
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Your Desk
2.0 Credits
PBMs.
Yellow Book: Staying Compliant With Government Auditing Standards WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Foundation and principles of generally accepted government auditing standards (GAGAS). Yellow Book compliance requirements. Ethics, independence and professional judgment. Competence and continuing professional education. Quality control and peer review. Standards for financial audits, attestation engagements and reviews of financial statements. Fieldwork and reporting standards for performance audits.
Single Audit and Uniform Guidance Issues Update WEBCAST
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Your Desk
8.0 Credits
Single Audit nuts and bolts discussion. Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit. Audit issues arising related to the close-out of pandemic era funding and other programs within the compliance supplement. Review of unique elements of the 2026 Compliance Supplement, if available. Recent changes now effective to specific Uniform Guidance rules and regulations.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega Backdoor Roth.