CPE & Event Catalog
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
8.0 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.
Don't Be Spooked: Mastering Conflict Resolution WEBCAST
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Your Desk
1.0 Credits
Employee relations. Conflict resolution.
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.
Small Business Retirement Plans: Picking the Right Plan for Your Clients WEBCAST
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Your Desk
2.0 Credits
Which clients are best suited for each of the following plans: SEP-IRA's. Which clients are best suited for each of the following plans: SIMPLE IRA's, 401(k)'s. Traditional and Roth IRA's. Defined benefit plans. How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0? What are the payroll tax consequences of choosing each type of plan? Which plans provide the greatest flexibility? Which plan can provide the quickest accumulation of retirement savings?
Comprehensive S Corporation Taxation Form 1120S WEBCAST
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Your Desk
8.0 Credits
Learn how to qualify and to make the S corporation election. Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained. Understand the four loss limitation rules applied on the shareholder's individual income tax return. Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder. Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes. Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation.
Leases: ASC Topic 842 in Depth WEBCAST
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Your Desk
8.0 Credits
FASB ASC 842, Leases. All recently released updates to ASC 842, Leases.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to file and suspend and restricted application strategies. Increasing benefits for divorced and surviving spouses. Early retirement and the earnings test. An overview of the obstacles beneficiaries face when claiming Social Security disability benefits. Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies.
Neurodiversity and Productivity. Include More Minds to Make the Most of Your Time WEBCAST
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Your Desk
1.0 Credits
Neurodiversity. Productivity. Leadership. Management. Communication. Inclusion. Culture. Empathy.
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.
Tax Basis Financial Statements WEBCAST
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Your Desk
2.0 Credits
Tax basis financial statements presentation and disclosure. Reporting on tax-basis financial statements.
Managing Generational and Cultural Variances WEBCAST
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Your Desk
1.6 Credits
Management. Leadership. Cultural variances. Generational variances.
2026-27 Annual Update for Governments and Not-for-Profits WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board. The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget.