CPE Catalog & Events
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NextGen Leadership: Unlocking the Strengths of a Multigenerational Team
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Online
0.00 Credits
Member Price: $49
· Addressing stereotypes, dispelling myths, and building bridges between generational perspectives. · Key generational differences in attitudes, communication styles, and workplace expectations. · The impact of shifting demographics and hybrid work environments on team performance. · Core values and motivators shared across generations to drive engagement. · Approaches for supporting mental health and well-being across the workforce. · Practical tactics for flexible leadership and cross-generational collaboration. · Recognition, reward, and retention strategies tailored to diverse employee needs. · Real-life case studies demonstrating successful multigenerational leadership in challenging environments.
Ethics: Critical Thinking, Case Studies and Fraud
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Online
4.00 Credits
Member Price: $139
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
Annual Update for Controllers and Finance Managers: Driving Business Value
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Online
7.00 Credits
Member Price: $279
Economic trends and their effect on business Ways to drive operational efficiency Leveraging technology in finance Cash management and working capital Effective talent management Sustainability and corporate responsibility
Ethics without Fear for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $89
Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.
Auditing Financial Statements of ERISA Plans
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Online
4.00 Credits
Member Price: $139
Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based on type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Presentation and disclosure requirements in accordance with GAAP Audit considerations related to related parties, parties in interest, prohibited transactions, a plan's tax status, and Form 5500
NextGen Leadership: Using Critical Thinking to Guide AI-Driven Decisions
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Online
1.00 Credits
Member Price: $49
· The role of critical thinking in effective financial decision-making. · Evaluating the strengths and limits of AI in finance functions. · Practical techniques for validating, cross-checking, and testing AI-generated data and reports. · Case studies illustrating real-world applications of critical thinking with AI (audit, pricing, forecasting). · Strategies for distinguishing human and machine roles in finance workflows. · Building documentation and audit trails for compliance and regulatory alignment. · Developing a "Future of Finance" mindset that supports partnership between human experts and AI.
NextGen Leadership: People, Communication, and How to Build a Resilient Workforce
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Online
0.00 Credits
Member Price: $49
This interactive session, "People, Communication, and How to Build a Resilient Workforce," explores proven tactics for fostering meaningful communication and strengthening organizational culture in today's rapidly changing work environment. Attendees will examine how modern organizational pressures reshape communication, conflict, and engagement, with a focus on real-world application and case studies from actual workplaces. Through tactical exercises and practical tools, this session equips participants to improve team performance, manage diverse hybrid teams, and address the realities of conflict and mental health challenges. The program is both engaging and actionable, offering "real-life" case studies and hands-on approaches to build a resilient, high-performing, and inclusive workforce ready to thrive through change.
Washington Tax Brief (2/3/2027)
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Online
1.00 Credits
· Tax policy outlook · IRS priorities and operational updates · Recent tax regulatory developments · Other emerging and high-impact tax issues
NextGen Leadership: How Leaders Create Standout Client and Customer Experiences
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Online
1.00 Credits
Member Price: $49
· The strategic importance of customer experience in a rapidly changing, commoditized market. · Key trends: demand for value, expectation shifts, and competition beyond the local marketplace. · Building loyalty through communication, empathy, and trust at every stage of the client relationship. · The connection between employee engagement and customer loyalty, supported by real-world data. · Four-quadrant model for understanding, segmenting, and delivering to diverse client types. · The psychological principles of motivation (Maslow, Herzberg) and their impact on customer relationships. · Branding, personal presence, and credibility as leadership fundamentals for client service professionals. · Consulting disciplines: anticipating client needs, managing information flow, and orchestrating resources for value creation.
Leading Differently with AI: Rethinking How We Think, Grow and Lead
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Online
1.50 Credits
Member Price: $69
· Why future-ready leaders must use AI differently · How to use AI as a coach, mirror, and strategic thinking partner · Identifying blind spots, leadership gaps, and underutilized strengths using · Leading others more effectively with AI, increasing influence and impact · Creating a weekly AI-powered leadership and performance review · Example prompts, real leadership challenges, and team-specific applications
Intermediate Individual Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Qualified business income under Section 199A Passive activities Business transactions
Excel for Accounting Professionals Session 1: Tables and Named References
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Online
2.00 Credits
Member Price: $89
Excel conventions Critical shortcuts Named references Tables
NextGen Leadership: Ethics: Using Critical Thinking to Navigate the Gray Zone
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Online
1.00 Credits
Member Price: $49
· The four classical ethical dilemmas: Truth vs. Loyalty, Individual vs. Community, Short-Term vs. Long-Term, and Justice vs. Mercy. · Application of ethical frameworks: ends-based (utilitarian), rule-based (deontological), and care-based (empathy/golden rule) thinking. · Techniques to recognize, minimize, and adapt for cognitive bias in ethical decision-making. · Stepwise process for analyzing and responding to ethical challenges (Kidders Nine Checkpoints). · Courage, fear, and preparation as tools for building ethical cultures and readiness for "decisive moments". · Evolving ethical standards in technology-driven business, including AI-facilitated decision-making and remote work environments. · The role of the professional as ethical leader, coach, and model for others.
Estate & Trust Primer - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $139
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning
NextGen Leadership: Making the Shift: Moving from Employee to Supervisor to Leader
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Online
0.00 Credits
Member Price: $49
· Managing the change in relationships when shifting from peer to supervisor, including handling potential conflicts and maintaining professionalism. · Building credibility and trust as a new supervisor—key factors and behaviors to establish influence and authority. · Providing and receiving constructive feedback, coaching for performance, and supporting continuous improvement. · Understanding and applying professional boundaries and ethics in leadership contexts. · Using motivational theories (Maslow, Herzberg) to increase engagement and drive results. · Active listening, communication best practices, and barriers to effective workplace communication. · Setting SMART goals and driving accountability within teams. · Responding to complex workplace challenges with real-life case study analysis and solutions.
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Online
2.00 Credits
Member Price: $89
Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row
Construction Contractors: Auditing Considerations
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Online
4.00 Credits
Member Price: $139
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key controls Substantive procedures for long-term contractors
AICPA's Annual Federal Tax Update
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Online
7.00 Credits
Member Price: $279
Inflation adjustments IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits Legislative and regulatory updates affecting tax practitioners Tax matters affecting individuals, C corporations, partnerships, S corporations, estates, and trusts
Mastering Microsoft Copilot
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Online
1.50 Credits
Member Price: $69
· Comparing Copilot to other AI offerings · Understanding Copilot's approach to information security and privacy · Creating effective prompts in Copilot · Integrating Copilot with your Microsoft 365 subscription
Ethics With A Dash of Courage
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Online
2.00 Credits
Member Price: $89
The Value of a Courageous Culture and courageous decision-making models Challenges to creating a culture of courage Communicating your courageous culture How/When to speak up? Career-ending vs teachable moment? Supporting courageous decisions Communicating courage The Journey to Leading with Courage - Building a personal action plan