CPE Catalog & Events
This will generate a PDF of the current filtered catalog
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
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.
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.
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.
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.
NextGen Leadership: How Leaders Build Respectful and Inclusive Cultures
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Online
0.00 Credits
Member Price: $49
· The ethical responsibilities and leadership challenges faced by accounting and finance professionals. · Practical tactics for creating a culture of accountability, respect, and inclusion. · Diagnosing and addressing ethical dilemmas using tested decision-making models and "real-life" scenarios. · The neuroscience of bias and practical techniques for recognizing and reducing its impact. · Trends in workforce diversity, equity, and inclusion, and their bottom-line impact on organizations. · Tools for critical thinking, better decision-making, and effective communication in diverse teams. · The evolving role of leaders as ethical role models and coaches.
Quality Management: Preparing for Peer Review
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Online
2.00 Credits
Member Price: $89
· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops
Insight to Impact: How Finance Partners Drive Better Decisions
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Online
1.00 Credits
Member Price: $49
· Finance Business Partnering and Strategic Influence - Building effective partnerships that support organizational goals and drive business outcomes. · Communicating Financial Insights for Better Decisions - Translating financial data into clear, actionable recommendations for stakeholders. · Applying Strategic Thinking to Business Challenges - Using business acumen and decision-making frameworks to influence performance and create value.
Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT
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Online
1.00 Credits
Member Price: $49
· The shift from task prompting to repeatable capability in accounting and finance work · Workflow-first thinking: inputs ? process ? outputs ? reuse · Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs · Capability demos: -- Form 10-K analysis workflow using Advanced Data Analysis (ADA) --Excel workflow acceleration using a Custom GPT · Standardizing deliverables for executive audiences (structure, clarity, consistency) · Governance-by-design: data boundaries, validation checks, traceability/citations, review gates
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
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 1
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 2
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Washington Tax Brief (5/27/2027)
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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
Quality Management: Preparing for Peer Review
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Online
2.00 Credits
Member Price: $89
· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops
Small Firm Success Series (6/23/2027)
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Online
1.00 Credits
· Firm staffing shortages · Emerging technologies worth investing in · Preparation for new compliance requirements and regulatory updates · Effective practice-management strategies.
Quality Management: Preparing for Peer Review
-
Online
2.00 Credits
Member Price: $89
· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops