CPE Catalog & Events

Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This course provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.

Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You'll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.

"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.

LearnVoyage CPE@Sea offers CPAs an exceptional opportunity to fulfill their continuing education requirements while enjoying the luxury of a cruise. This innovative program combines high-quality, state-approved CPE sessions with the experience of traveling to exciting destinations. Following the success of our inaugural event, which included participants from Mississippi, Texas, Louisiana, Arizona, Washington DC and Florida, we are thrilled to continue offering this one-of-a-kind journey. Program Structure and Schedule Each LearnVoyage CPE@Sea event is structured to offer both professional growth and leisure. All CPE hours are scheduled on 'Sea Days,' leaving port days open for participants to explore the exotic destinations along the cruise route. Here are the scheduled upcoming voyages, each offering 16hours of CPE: May 15 – May 22, 2027 (7 Days, MSC World America)Ports of Call: Miami, Puerto Plata, San Juan, Ocean Cay MSC Marine ReserveTo book, continue on this page. Educational Content Each LearnVoyage CPE@Sea event will offer 16 hours of certified CPE focused on relevant, timely topics tailored to the needs of CPAs: About the Ship ?Join us on the MSC World America, where European elegance meets bold, modern adventure. Enjoy stunning ocean views, incredible dining, vibrant entertainment, and luxurious spaces designed to impress. Whether you're relaxing poolside, exploring the ship’s lively promenades, or indulging in world-class experiences, every moment on board is unforgettable. Registration & Booking Process Register with FICPA to secure your spot and lock in your CPE credits. Email cpe@learnvoyage.com to notify LearnVoyage of your participation and connect you with their travel partner to book the perfect cabin for the cruise. Sit back and relax—once both steps are complete, you’ll receive confirmation emails with your event details and sailing information. For More Information Please contact Marc Hamilton at cpe@learnvoyage.com for any questions. In addition, details about the cruise, agenda and FAQ, can be found at the LearnVoyage website here, including: Engaging Video Clips: Short videos introduce LearnVoyage CPE@Sea, showcase the cruise experience, and answer frequently asked questions to give participants a clear understanding of the event. Personalized Follow-Up: Visitors will have the opportunity to schedule from the website a one-on-one follow-up call for any additional questions, ensuring clarity and convenience. Guided Registration & Booking: The website will provide step-by-step guidance to simplify both the CPE registration and the cruise booking. .Please Note: .To attend CPE @ Sea, participants must book their cruise accommodations throught the official cruise line group booking number with the designed travel partner with LearnVoyage. This ensures we can provide full conference services and complimentary social amenities to meeting participants and guests. Participants' family and friends are welome to book within our group allotment to take advantage of our typically excellent rates. Thanks for your cooperation. We look forward to welcoming you aboard. 

This course is designed to demystify AI for teams and give them the confidence to start using it in their day-to-day work. Aimed at professionals across various functions HR, Operations, Marketing, Finance and more, this session guides participants through the practical stages of AI adoption. From easy-to-use tools, to function-specific and advanced AI platforms. Attendees will leave with a clear understanding of what's possible today, what's coming next, and how to get started in a way that delivers immediate value.

This course will help teams and individuals improve their problem solving and decision making, especially while under pressure. Utilizing proven critical thinking tools and techniques, attendees will learn how to grow their creativity, increase ideas and innovation, and strategically solve challenges using a 360-degree perspective. The workshop will also help people deal with change and create change within the organization.

Artificial Intelligence (AI) is rapidly reshaping the way financial professionals work, lead, and make decisions. Yet for many, AI still feels abstract, intimidating, or too technical. This workshop cuts through the hype and makes AI approachable, practical, and immediately useful. Designed for financial professionals, executives, and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity, and decision-making. Participants will learn how to use AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and others to streamline everyday tasks, enhance strategic thinking, and free up time for higher-value work. Through live demonstrations, interactive exercises, and guided experimentation, attendees will leave confident in their ability to integrate AI into their workday, increase productivity, and take practical uses back to their teams.

The future of tax is being shaped by technology and artificial intelligence (AI). This engaging webcast takes a fresh look at how digital tools and artificial intelligence are: Transforming tax practice Improving efficiency Supporting better decision-making Join us to explore practical applications today and emerging trends that will define tomorrow's tax landscape.

This webinar is a great opportunity to boost your digital literacy and feel more confident around AI. The webinar explains some of the core terminology surrounding Artificial Intelligence and offers practical advice on getting the most out of Large Language Models such as ChatGPT. It concludes with simple, practical steps to future-proof your career as technology continues to revolutionize the workplace.

As AI continues to revolutionize the business landscape, organizations need clear, ethical, and actionable policies to guide its use. This practical workshop blends expert insights, real-world examples, and interactive activities to enable participants create a tailored AI policy that aligns with their organization's goals, values, and governance obligations.

At the FICPA, we truly value your partnership and commitment to the accounting and finance profession. Now, let’s make sure you’re getting the most from your membership.Join us for an engaging session designed to help you unlock the full value of your exclusive member benefits—from meaningful connections and expert insights to valuable savings—all thoughtfully curated to support you throughout the year.We’ll walk you through your member benefits, highlight resources you may not be using, and answer your questions along the way. You’ll also get the latest updates on industry trends, upcoming events, and exciting new FICPA offerings designed to support your professional growth.Your FICPA membership is more than a benefit—it’s a gateway to stronger connections, continuous learning, and lasting career success. Let us help you make the most of everything your membership has to offer. Please Note: This event is not eligible for CPE credit. Platform: Zoom - Meeting Link will be provided in your event confirmation email. Thank you for being a part of the FICPA’s professional community with over 20,000 members.                           

This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You'll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you're new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.

Although many people use ChatGPT or other Large Language Model (LLM) informally at work, very few have received training on how to engage effectively with this powerful technology. This course provides practical advice on how to exploit the full potential of LLMs, while also highlighting the risks that need to be managed.

The future of tax is being shaped by technology and artificial intelligence (AI). This engaging webcast takes a fresh look at how digital tools and artificial intelligence are: Transforming tax practice Improving efficiency Supporting better decision-making Join us to explore practical applications today and emerging trends that will define tomorrow's tax landscape.

Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You'll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.

"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.

This course is designed to demystify AI for teams and give them the confidence to start using it in their day-to-day work. Aimed at professionals across various functions HR, Operations, Marketing, Finance and more, this session guides participants through the practical stages of AI adoption. From easy-to-use tools, to function-specific and advanced AI platforms. Attendees will leave with a clear understanding of what's possible today, what's coming next, and how to get started in a way that delivers immediate value.

Register today!MEGA 2027 June 20-23, 2027 Disney's Yacht & Beach Club Resort | Lake Buena Vista, FL  MEGA Registration Beginning July 1, 2026 Members $850 | Nonmembers $1,150  Rates will increase by $150 on May 20, 2027. Why MEGA?  Supercharge your professional growth and crush your continuing education goals in one spectacular event! Earn up to 28 CPE: Fast-track your compliance well before the June 30, 2027, deadline. The Ultimate In-Person Experience: Dive into the FICPA’s massive, premier multi-track conference. Expand Your Power Network: Connect, collaborate, and celebrate with 450 industry leaders, elite presenters, and key decision-makers. CPE Credit: This group-live (non-self-study) program is designed to qualify for CPE credit under the CPE Guidelines established by the Florida Board of Accountancy under the FL DBPR. IRS CE Credit  IRS Continued Education Credit can be awarded for attending the State Tax track of this conference. CE credit is reported to the IRS on the registrant’s behalf. You must indicate that you wish to earn IRS CE from the session menu during the registration process and provide the FICPA with your PTIN within 10 days of the conclusion of the conference for the FICPA to report your CE credits. Registrants can provide their PTIN by emailing cpe@ficpa.org.   CLE Credit  CLE credit is awarded by The Florida Bar and eligible for attending the State Tax learning track of this conference. You must indicate that you wish to earn CLE from the session menu during the registration process and provide the FICPA with your FL BAR number to receive your CLE course codes for self-reporting.  FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday.   Social Media  Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPAMEGA.   Cancellation Policy   We love to see you commit to the annual MEGA conference early, but know sometimes life forces schedules to change. If that happens, you have options. Please let our member services team know which option you select below:   Receive a full refund to your original payment method, transfer your balance to a future event, or place money on account by canceling before May 20, 2027. Call or email MSC at msc@ficpa.org or call 850-224-2727.   Receive a partial refund to your original payment method, transfer your balance to a future event, or place money on account, minus the event cancellation fee of $150 by canceling on or after May 20, 2027. Call or email MSC at msc@ficpa.org or call 850-224-2727. Please review the FICPA CPE Policies for additional information: CPE Policies  

This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You'll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you're new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.

Join us for a forward-looking webcast focused on innovative approaches to tax practice management. Designed for firms seeking to stay competitive, this session explores effective recruitment and retention strategies while highlighting ways to build a more efficient, resilient practice. Our expert speakers will share insights on: Leveraging technology Adopting proven best practices Fostering a culture that attracts and retains top talent Don't miss this opportunity to strengthen your firm and position your practice for long-term success.