CPE Catalog & Events

Overcoming Tech Adoption Challenges in CPA Firms

The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms

Retaining Top Talent: Strategies for CPA Firms

The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals

Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040

The major topics that will be covered in this course include: Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extension Income & Adjustments: Tip income exclusion, overtime relief, educator expenses Business Taxation: Bonus depreciation, §199A expansion, interest deduction limits Estate & Gift Tax: Increased exemption thresholds, charitable deduction changes Education Incentives: Student loan discharge, 529 plan expansion, new “Trump Accounts” Compliance & Reporting: 1099-K threshold changes

The Future of Audit: Technology, Talent & Transformation

The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes

The One Big Beautiful Bill: 2025 Tax Legislation

The major topics that will be covered in this course include: The Congressional process in passing tax legislation.  Major Tax Provisions in the House version of Big Beautiful Bill  Individual  General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions

The Role of Internal Control in the Risk-Based Audit

Unlock the Power of AI with Copilot i

The major topics that will be covered in this course include: Introduction to Copilot in Excel Automating Tasks and Enhancing Productivity Advanced Data Insights with Copilot

What's Behind the Data?

The major topics that will be covered in this course include: Ways in which data and information can be misleading Common pitfalls when encountering data How to re-evaluate the data to avoid those pitfalls

Workforce Transformation and Talent Management in 2025

The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure