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Events

Employer's Handbook: Legal, Tax, and Health Care Issues - 10/16/2026 - Live Stream
The employer-employee relationship strains both sides in uncertain times. Businesses need CPAs, controllers and other advisors to understand the complicated legal, tax and health care issues associated with all aspects of employment, especially...
The AI Revolution in 2026: What CPAs Should Know (NEW) - 10/16/2026 - Live Stream
AI is reshaping audit, tax, and fi­nance. This update surveys what's real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and...
What's Going on at the AICPA in 2026 and 2027? - 10/19/2026 - Live Stream
Stay current on key developments affecting audit and attestation engagements with this comprehensive update on what’s happening at the AICPA. This course begins with the next phase of quality management, with a particular focus on firms’...
Outlook and Teams: Collaboration Champions (NEW) - 10/19/2026 - Live Stream
This comprehensive course empowers professionals to revolutionize their organization’s communication and collaborationstrategies using Microsoft 365’s powerhouse tools: Outlook and Teams. Participants will dive deep into the major features...
Staff Training: Level 1 Basic (0-12 Months) - 10/19/2026 - Live Stream
Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals:...
Audit Staff Training: Level 1: New Hires and Interns (NEW) - 10/19/2026 - Live Stream
Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessions. The...
Audit Staff Training: Level 2: Experienced Associate (NEW) - 10/20/2026 - Live Stream
Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas.  Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions.  The...
Audit Documentation Issues – The Most Common Peer Review Problem Area (NEW) - 10/20/2026 - Live Stream
It is probably accurate to say that audit documentation (risk assessment, internal control, etc.) is probably the most tedious (boring) part of an audit.  However, it is a major requirement of the standards that lays the foundation for the...
Excel Accounting Tools: Most Useful Formulas and Pivot Tables (NEW) - 10/20/2026 - Live Stream
Financial professionals can transform their daily workflow with this comprehensive training designed specifically for accountants and business analysts. Participants will discover how to leverage advanced Excel formulas, including VLOOKUP,...
Partnership Preparation, Basis, Calculations and Distribution - 10/20/2026 - Live Stream
This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues and a complete understanding of calculating a partner and LLC member’s basis....

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