CPE Catalog & Events

Most "Generational" discussions focus on the differences of discrete groups within our population, and the result can be somewhat divisive, learn to focus on communication methods to bridge the gaps.

You'll establish an understanding of the unique aspects of accounting, financial reporting, governance, and tax compliance issues that apply to NFPs. Part of the Not-for-Profit Certificate I Program.

You'll set yourself apart with this comprehensive program that covers the essentials of not-for-profit financial management, including accounting and financial reporting, tax compliance, governance and assurance. This 40-hour CPE program offers an affo

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on the key not-for-profit issues in accounting and financial reporting.

Part of the Not-for-Profit Certificate I Program, this track will provide a foundation in board governance, auditing and financial oversight of NFPs with a focus on governance practices, risk management, internal control, audit planning and preparation

Complexities of not-for-profit accounting & financial reporting, governance & assurance, and tax are decoded to help exhibit your leadership and bolster your skills in the field with the NFP II certificate.

You'll develop the financial reporting skills needed to prepare, consolidate, and analyze not-for-profit financial statements. Part of the Not-for-Profit Certificate II Program.

Governance and assurance skills will be honed through dynamic learning activities related to mission, strategy, budgeting, ethics, performance and risk. Part of the Not-for-Profit Certificate II Program.

Tax compliance considerations and heavily scrutinized sections of Form 990 are examined for practitioners looking to elevate their NFP tax knowledge. Part of the Not-for-Profit Certificate II Program.

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on key tax and compliance requirements for tax-exempt, not-for-profit entities.

Gain a basic understanding of internal control and how it relates to risk assessment, through the lens of a financial statement auditor but also insightful for entity management and internal auditors.

Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.

The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value.

A comprehensive education of the popular tax credit, including its computation, limitations, and complexities.

Boost the quality of your peer reviews by further understanding root cause analysis and why determining systemic causes is so important. Learn how to develop impactful findings and peer review reports by avoiding common challenges.

Major program determination, pass-through entity responsibilities, SEFA requirements, and other topics are introduced and explained for auditors performing single audits.

A practical and engaging learning experience that navigates the regulatory environment of personal financial planning, explores standards and responsibilities, and applies fundamental concepts.

A practical, informative and engaging learning experience to enhance your personal financial planning knowledge and help you use fundamental concepts in a systematic planning process to benefit your clients.

With a focus on planning and compliance, this course equips CPAs, EAs, and other tax professionals with the tools needed to navigate the sunset provisions and guide their clients effectively.

This course provides an overview of audit planning considerations.