CPE Catalog & Events

Join Alex Lee, cofounder and CEO of Truewind, a venture-backed technology startup building AI-powered accounting for our April Members-Only Webinar.  Learn how AI started, its evolution, and application specific to accounting. Lee uses real-world scenarios to show how AI can save you time and money when incorporating AI into common workflows like transaction classification, variance analysis, accrual accounting and more.     Alex Lee Co-founder and CEO, Truewind Truewind is a venture-backed technology startup building AI-powered Accounting. Trusted by 100+ businesses and accounting firms, including EisnerAmper and Frank Rimerman, Truewind raised $17 million from Thomson Reuters Ventures, Rho Capital, and Y Combinator. Previously, Alex was a venture capital investor at Alliance Ventures and Schematic Ventures, where he invested in early-stage startups and provided finance support to the portfolio companies. He received his MBA from Columbia University and BS in aerospace engineering from USC. He is an avid skier and loves basketball, reading and the outdoors.    https://www.linkedin.com/company/truewindai/

By December 15, 2025, firms with accounting and attestation practices are required to have implemented the quality management standards, QM Section 10, QM Section 20, SAS 146, SSARS 26, and the related provisions of GAGAS.  The requirements of the quality management standards are at, both, a firm level (QM Section 10 and QM Section 20) and an engagement level (SAS 146, SSARS 26, and the related provisions of GAGAS).  This CPE will present the necessary steps of implementing the quality management standards and provide a reasonable workflow.

Legislative Town Hall and 2025 Post Session Review  May 7, 2025 / 10 a.m.-12 p.m. / 2 Hours of CPE The 2025 legislative session is shaping up to be one of the most important and transformative in years for the CPA profession. With the regular session concluding on May 2, the FICPA is excited to introduce you to key developments that may affect your business and profession. This year, numerous bills were filed that could impact the CPA profession, including priority legislation supported by the FICPA aimed at opening new pathways to licensure and strengthening practice mobility. During this town hall, we will provide an in-depth overview of the major issues and bills that passed and will look at the FICPA’s key priorities. Register now to get the inside scoop and stay informed about everything you need to know. The session is free with registration. Space is limited, so don’t miss this opportunity to get an inside look at the state’s legislative process. Meet Your FICPA Presenters President and CEO Shelly Weir  Chief External Affairs Officer Jason Harrell  Deputy Director of Governmental Affairs Lauren Jones  Legislative and Governance Manager Brayden Harrell

The accounting profession is facing unprecedented challenges including severe staffing/talent shortages in the CPA student pipeline, an increase in the number of retiring CPAs, widespread CPA burnout, challenging new regulations and guidelines and the need to keep up with rapidly evolving technology. To stay relevant while attracting new hires and retaining existing talent, CPA firms must overhaul their environments to focus on their people as well as their clients. This may include increasing wages, offering more benefits, allowing remote work with flexible schedules and more. This webinar will cover how firms can capitalize on the current market to increase their profits, scope and size, with guidance to help firms minimize risk.    Speaker(s) Name Samirah Ouedraogo, Senior Risk Advisor, Aon  Rich Bacher, Senior Risk Advisor, Aon Speaker Bios Aon Senior Risk Advisor Samirah Ouedraogo is a highly motivated bilingual business and accounting professional. She has specialized experience in market research and client services in the banking and insurance industries. Originally from Burkina Faso in West Africa, Samirah holds multiple degrees in business communication, business administration and accounting. With her combined degrees and experience Samirah's focus is to ensure CPAs have Peace of Mind. Aon Senior Risk Advisor Rich Bacher has more than 22 years of insurance industry experience, including 14 years dedicated to serving the CPA profession. His extensive work with CPAs has provided him with deep expertise in meeting the unique insurance needs of firms of all sizes.

Tax professionals that manage small business owners (and want to add more) will benefit from learning how to implement proactive tax planning. This course provides details of legislative changes over the past 10+ years regarding combining cash balance defined benefit plans with profit sharing/401k plans. Game-changing legislation for these hybrid plans is changing how small business owners and their tax advisors address growing concerns to reduce taxes, aggressively save for retirement, creditor protect assets, qualify for QBI tax deduction, reduce taxes at the sale of the company, succession plan to family members and more. About the Presenter Stephen Arnold, CRPS, a seasoned expert in retirement planning with over 20 years of experience, is the founder and CEO of Retirement Actuarial Services. With his Chartered Retirement Plan Specialist designation and a Series 65 Uniform Investment Adviser Law license, Stephen is recognized for his deep expertise in designing and managing retirement plans across various sectors.  Stephen is the author of the Amazon #1 new release and best-selling book Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy for Today’s Small Business Owners. He is a U.S. Marine and supporter of the ASPCA and Wounded Warriors. https://www.facebook.com/vitalitywealthadvisors, https://www.linkedin.com/company/vitality-wealth-advisors  

Automating time-consuming manual tasks can save your firms hundreds of hours and thousands of dollars and help you attract and retain the next generation of CPAs who are tech-savvy. Maximizing ROI with technology also helps you foster a more dynamic, future-ready firm culture. Speaker: Joe Wroblewski, Senior Sales Engineer, SafeSend Joe Wroblewski is a Senior Sales Engineer with more than 10 years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact when using the SafeSend Suite. He has held many roles at SafeSend but enjoys helping firms design workflows that best complement their specific needs.  LinkedIn: https://www.linkedin.com/company/safesend-one/  Facebook: https://www.facebook.com/safesend/   X: @SafeSend_One #SafeSendOne