Accounting forward: Dynamics of AI, private equity, and talent pipeline
2025-11-18 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
CPE Credit: 1 hour for CPAs

In an era of rapid technological advancements and evolving financial landscapes, the accounting profession stands at a pivotal crossroads. This workshop delves into the transformative forces shaping the future of accounting. Participants will explore how AI is revolutionizing accounting practices, gain insights into the impact of private equity to the accounting profession, and discover strategies for attracting and developing top talent. Join us to stay ahead of industry trends, network with peers, and enhance your professional growth.

Upon successful completion of this course, you should be able to:

Understand and explain how AI is transforming accounting and identify its benefits and challenges

Analyze, examine and evaluate current private equity trends and their impact on accounting

Apply, develop and implement strategies for attracting and retaining top accounting talent

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

This website is powered by ON24 to organize webinars (including communications, registrations, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration, attendance, analytics, questions and survey responses with their clients.; ADP uses this information, in accordance with its Privacy Policy.

This ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings, you consent to ON24’s use of cookies in accordance with their Cookie Policy.

NASBA Approved. Sponsor # 103021.

Bridging the Generational AI Gap: Unlocking Productivity for All Generations
2025-11-18 13:00 - 14:00
Join us for an interactive panel discussion that reveals how artificial intelligence is reshaping productivity across a multigenerational workforce. Drawing on exclusive findings from the 2025 Generational AI Survey, our panel will explore how employees of all ages are engaging with AI tools, the real productivity gains being realized, and the critical role of tailored training and incentives in driving adoption.

Whether you’re a member of the C-Suite, board member, or people leader, this session will equip you with actionable strategies to foster inclusive innovation and maximize the impact of AI across your teams. Panelists will share key takeaways from the survey and discuss how generational diversity can unlock new levels of performance and commitment.

Learning Objectives:

Explain the latest trends in AI adoption, training, and productivity across generations in the workforce.

Identify how generationally diverse teams outperform less diverse ones in AI initiatives, and why inclusion matters for innovation.

Demonstrate actionable strategies to close generational gaps in AI skills, foster trust, and drive measurable productivity gains.

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Information Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

Content That Connects: WOW Prospects and Clients, Elevate SEO, and Superboost Your Brand
2025-11-18 14:00 - 15:00
95% of firm clients say that they are more likely to engage with a firm’s website and social posts when content is higher-level, fun, and learning-based. Despite Google’s moving-target algorithm and ever-changing SEO rules, there is one constant you can count on: Content is a must-have to engage clients and prospects, enhance SEO, and superboost your brand. Fresh, unique, delight-worthy content—articles, blogs, client magazines—is what keeps your firm visible and elevates you above the competition.

Too many firms have long relied on static, compliance-based content and followed the status quo to connect with prospects and clients. It wasn’t enough then, and it’s not enough now.

Learn how to leverage marketing assets to become a content machine (especially with AI), look like a million bucks, and keep clients and prospects engaged. Plus, see how pairing standout content with a trusted .cpa domain helps strengthen your brand, boost visibility, and leave competitors in the dust.

Learning Objectives

Identify the differences between compliance-based and brand-awareness content, and explain how each type affects an accounting firm’s visibility, client engagement, and perceived value.

Apply best practices for developing a content strategy that incorporates winning content and high-impact visuals to enhance SEO and differentiate your firm from competitors.

Utilize AI as your writing companion to atomize content and become a content machine.

Sustainability Audit in Times of Regulatory Changes and Uncertainties – Discussing an EU Taxonomy Audit Example
2025-11-19 10:00 - 11:00
As the regulatory landscape for sustainability reporting changes and organizations face uncertainties, sustainability audits are an essential tool for organizations striving to align their business with environmental, social, and governance (ESG) principles. Audits provide a structured approach to evaluating sustainability practices, ensuring that organizations not only meet regulatory requirements but also identify gaps and opportunities for improvement to empower businesses to long-term value creation and efficiency improvements.

We aim to provide participants with an overview of the relevant regulatory changes resulting from the Omnibus and equip participants with practical insights and strategies for enhancing sustainability compliance within their organizations. By leveraging lessons learned from an EU Taxonomy and other sustainability reporting audits paired with deep fundamental ESG know-how, attendees will gain a deeper understanding of effective audit practices and the importance of aligning sustainability efforts with regulatory frameworks.

Learning Objectives:

Summarize Omnibus legislative changes to timeline, scope and contents of EU Taxonomy and CSRD sustainability reporting

Explain why sustainability reporting practices are important beyond regulatory compliance

Identify the key components of sustainability reporting and compliance criteria as defined by the EU Taxonomy

Apply best practices for conducting effective sustainability audits and integrating findings into organizational strategies during uncertain times

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

Conquering Manufacturing Tax: Real-World Lessons and AI-Driven Trends in Compliance
2025-11-19 15:00 - 16:00
Manufacturers face one of the most complex indirect tax environments in the country—layered exemptions, shifting state rules, aggressive audit enforcement, and growing expectations for accuracy and speed. Many still rely on spreadsheets, siloed systems, and outdated assumptions that leave them exposed to penalties and inefficiencies.

In this session, experts from Vertex and Tronconi Segarra & Associates will share real-world insights from manufacturers navigating compliance challenges across multiple states. Through practical examples and client stories, they’ll unpack how automation, centralized data, and emerging AI trends are transforming tax management—from exemption tracking and use tax verification to audit defense and strategic reporting.

Whether you work in-house at a manufacturing company or advise manufacturing clients, you’ll gain actionable strategies to modernize compliance processes, strengthen audit readiness, and build a smarter tax function for the future.

Learning objectives:

Apply practical strategies to modernize indirect tax compliance processes within manufacturing operations or client engagements.

Identify the most common indirect tax compliance challenges facing manufacturers today, including multi-jurisdictional exemptions, rate discrepancies, and use tax exposure.

Analyze recent state enforcement trends and audit practices to understand how manufacturers are being detected and assessed post-Wayfair.

Evaluate how automation and emerging AI capabilities can enhance tax accuracy, streamline exemption and certificate management, and strengthen audit defense.

Unlocking advisory opportunities with ADP and Clover POS
2025-11-24 13:00 - 14:00
CPE Credit: 1 hour for CPAs

Point-of-sale (POS) systems are no longer just about processing payments. They’re central to how small businesses manage operations, sales tax, employee tracking, and financial reporting. For accountants, advising on POS technology and compliance considerations opens the door to new revenue opportunities.

In this session, Dawn Brolin, CEO of Powerful Accounting, Inc. and Darren Root, co-founder of Better Everyday, will explore real-world use cases and share their perspective on why POS matters to firms today, how accountants can evaluate their clients’ POS needs, and what to look for in a modern solution.

Upon successful completion of this course, you should be able to:

Identify the role of POS systems in small business financial management, including impacts on sales tax, reporting, and compliance.

Evaluate client scenarios to determine when to recommend POS updates or new solutions.

Assess the key features accountants should consider when advising clients on POS solutions.

Understand the financial incentive and estimate the potential firm revenue impact of recommending POS.

Recognize how POS integration with payroll and accounting systems supports broader advisory services.

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

This website is powered by ON24 to organize webinars (including communications, registrations, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration, attendance, analytics, questions and survey responses with their clients.; ADP uses this information, in accordance with its Privacy Policy.

This ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings, you consent to ON24’s use of cookies in accordance with their Cookie Policy.

NASBA Approved. Sponsor # 103021.

Efficiency and resilience: Key findings from Grant Thornton’s survey
2025-12-02 13:00 - 14:00
Event description

Unlocking Efficiency and Profitability Through Enterprise Resilience. Join Grant Thornton for an exclusive webcast unveiling the findings of our latest Enterprise Resilience Survey, focused on how mid-market and enterprise organizations are leveraging resilience to drive efficiency and profitability.

Based on insights from 550 senior leaders, this session will explore the five key capabilities that set high-performing companies apart—including workforce resilience, cost optimization, third-party risk management, strategic compliance, and resource alignment. Our panel of Grant Thornton experts will share actionable strategies and real-world examples to help your organization build resilience as a competitive advantage.

Date and time

Tuesday, December 02, 20251:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Analyze the five key capabilities that differentiate high-efficiency, high-profit organizations in the context of enterprise resilience.

Evaluate strategies for implementing workforce resilience programs and cost optimization without increasing operational risk.

Assess approaches for integrating third-party risk management and compliance into organizational decision-making to enhance efficiency and profitability

From Overwhelmed to Optimized: The CPA’s 60-Day Blueprint for a Stress-Free Tax Season
2025-12-02 13:00 - 14:00
Tax season is closing in and for most firms, it’s the same story every year: too much work, not enough time, and cash flow that never seems to catch up. But it doesn’t have to be that way. In this live, CPE-eligible session, IRIS Software and Apxium will share how forward-thinking firms are regaining control of their operations, cash flow, and client experience in just 90 days.

You’ll hear directly from experts who have helped hundreds of firms shift from reactive to proactive — using simple, actionable steps that make a measurable difference before busy season begins. This isn’t another “efficiency” talk; it’s a roadmap to fix the real friction points holding firms back: too many systems, too much manual work, and too much cash left on the table.

You’ll learn how leading firms are connecting the dots between operations and payments to accelerate realization, protect profitability, and create breathing room for their teams.

Learning Objectives:

Build a 60-day plan to reclaim lost time, improve visibility, and prepare your firm for a calmer busy season.

Pinpoint the top three bottlenecks that drain profit, delay billing, and burn out your team.

Connect operational improvements with cash flow outcomes — learn how automation in billing and payments accelerates realization and reduces write-offs.

Benchmark your firm’s performance against peers and discover what top-performing practices do differently to stay profitable and resilient.

editor@cpapracticeadvisor.com

Year-End Payroll Webinar
2025-12-03 14:00 - 15:00
Patriot Software is hosting a free CPE webcast on Dec. 3, 2025, at 2:00 pm, EST.

Top 10 Payroll Tasks to Prepare for Year-End – Register

As the end of the year approaches, you will have a list of payroll chores to wrap things up … and then more in January to kickstart 2026. Patriot has prepared a top 10 list of ways to help you get organized now for a hassle-free year-end. We’ll also include a handy checklist you can use.You will learn:

10 ways to prepare for year-end payroll tasks

How to create year end forms including W-2s and 1099s

How to perform miscellaneous year-end tasks in the software

An overview of recent software improvements

This webinar will be recorded. If you aren’t able to join live, you can still register now and we’ll send you a link to watch the recorded session, along with session handouts.

editor@cpapracticeadvisor.com

Student Financial Aid Webinar Series
2025-12-04 12:00 - 13:00
Event Overview

This webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical, strategic, and human-centered metrics.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

14CPE - Ensuring Success 2025
2025-12-10 09:00 - 17:00, 2025-12-11 09:00 - 17:00
Earn up to 14 Free Hours of CPE, December 10-11, 2025

The Most Engaging Continuing Education Sessions in the Profession

Meet Year-End CPE Requirements From Any Device

An exciting lineup of well-known speakers in the accounting profession will meet at AMS Pictures in Dallas, TX, on December 10 and 11 to broadcast two days of live, interactive continuing education sessions.

Ensuring Success Facts

Ensuring Success is in its 11th year

Live-streamed from AMS Pictures in Dallas, TX

Live streaming for two full days

Earn the CPE credits you need to meet year-end requirements

Fantastic lineup of well-known leaders in the accounting profession

Outstanding educational opportunity for accountants

No cost!

No travel!

No hotel!

No rushing from session to session!

Some sessions also qualify for IRS CE credit

2025 CPE/CE Credit

How to Claim

When you attend a session during the event, you will receive 3 codes during the broadcast of each session. To claim your CPE and/or CE credit, be sure to write them down so you can prove your attendance and get your certificate. Click the button below to claim your credit during or after the event. You don’t need to hurry and do this after each session – you may do this up to a year later. You must have already REGISTERED to claim credit, or you may do that now.

Thanks to Our 2025 Sponsors

editor@cpapracticeadvisor.com

Future-Ready Financial Operations: Top Predictions for 2026
2025-12-10 13:00 - 14:00
As we head into 2026, the pace of change in finance and accounting (F&A) is only accelerating. Are you prepared for what’s next? This webinar goes beyond the headlines to offer a practical look at the trends that will define the future of F&A. We’ll explore the real-world impact of AI, the evolving role of cybersecurity, and what it all means for your team and your business.

Learning Objectives

After this webinar, you will be able to:

Identify the key F&A events of 2025 and their impact.

Explain 2026 trends and how they translate into practical opportunities for your organization.

Describe how to create a strategic advantage by embracing the future of finance and accounting.

Provided by

Budgeting & Forecasting Strategies for Nonprofits & Education in 2026
2025-12-11 12:00 - 13:00
As nonprofits and educational institutions face another year of shifting funding priorities, economic uncertainty and evolving donor expectations, effective financial planning is more important than ever.

Join Armanino’s nonprofit finance experts for a live walkthrough of budgeting and forecasting best practices designed to help you plan strategically for the year ahead. Learn how to align your financial model with your mission, adapt to disruptions in federal and donor funding and create flexible forecasts that help you respond quickly to change.

Who Should Attend

Nonprofit executives, finance leaders, decision-makers and board members

Learning Objectives:

Apply budgeting and forecasting principles to strengthen strategic planning and sustainability.

Evaluate the impact of federal funding uncertainty and economic shifts on revenue planning, grant strategy and program delivery.

Incorporate fundraising trends and donor insights into financial models to anticipate funding gaps.

Speaker

Stacie Cornwell, Partner – Industry Leader, Nonprofit, Armanino Advisory LLC

Kate Hultin-Schott, Director, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Business Management & Organization)

To be awarded the full credit, you must attend for at least 50 minutes and respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

3 CPE - Automation Spotlight 2025
2025-12-17 12:00 - 15:00
Automation Spotlight

Join us for three webinars exploring how automation technology enables you to bring more value to your clients.

Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey

74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the catalyst. In this forward-thinking webinar, industry leaders will share how firms are embracing digital transformation to expand service offerings, boost revenue, and strengthen client relationships.

Approachable CAS: Tech-Enabled Spend Management Advisory

Next up, an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL, to show you how to transition from traditional after-the-fact expense reporting toward a proactive, tech-enabled approach.

Achieve Operational Excellence in Your Family Office Practice

Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.

Rural Health Transformation Program: Compliance & Oversight
2026-01-20 14:00 - 15:00
Join us for an in-depth discussion on the Rural Health Transformation Program (RHTP) and its impact on rural communities. This session will explore the purpose and goals of the RHTP, the current funding landscape, and practical steps organizations can take to prepare for upcoming Notices of Funding Opportunities (NOFOs). Our knowledgeable panel will also cover compliance and reporting requirements, along with essential grant management practices for effective oversight and sustainability.

Learning Objectives

Upon completion of this program, participants will be able to:

Describe the RHTP and its intended purpose for rural communities.

Discuss the current status of funding.

Explain what organizations can do now to prepare for states releasing NOFOs.

Recognize compliance and reporting requirements and how an organization can prepare to comply.

Identify grant management practices critical to managing these funds.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance during live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

KPMG Consumer, Retail & Hospitality Executive Insights: On the Board Agenda for 2026 webcast
2026-01-21 14:00 - 15:00
Webcast overview

As we move into 2026, consumer, retail & hospitality (CRH) companies continue to build on the confidence and agility they’ve developed over recent years. We invite you to join us for our upcoming webcast where we will dive into the key developments shaping the future of CRH companies and explore their implications for board members and their governance responsibilities.

Join us as our esteemed panel of directors discusses the following critical topics:

Building a Growth Foundation: Navigate economic uncertainty, inflation, tariffs, and high capital costs to establish a solid foundation for growth.

Strategic Planning: Building resilience and agility with large transactions.

AI & Data Governance: Enhance decision-making and operational efficiency through AI and data governance.

Workforce: Prioritize talent management and organizational culture, and understand their crucial impact on labor dynamics.

We look forward to your participation and the valuable insights you will gain from this webcast.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code XVN3QRB4XRR.

On the 2026 board agenda
2026-01-22 11:00 - 12:00
Webcast overview

Join us for the first KPMG Board Leadership Center (BLC) quarterly webcast of 2026 as the KPMG BLC team discusses the critical challenges and priorities driving board and committee agendas in the year ahead.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code VTNL9ZR66DW.

Psychological Safety at Work: Building Trust, Encouraging Risk-Taking, and Driving Innovation
2026-01-22 13:00 - 14:00
Webcast overview

As 2026 begins, it’s a perfect time to focus on a crucial and timely topic: psychological safety. The ability for individuals to feel confident in speaking up with ideas, questions, concerns, or mistakes without fear of reprisal is essential for creating a thriving and innovative workplace.

The KPMG WORC Community invites you to join us for our upcoming webcast on January 22, 2026, where risk and cyber professionals will explore psychological safety in the workplace: what it is, how we experience it at work, and how to create a culture where people feel safe to speak up, take risks, and learn together.

Specifically, our speakers will discuss:

Defining Psychological Safety: What it means to feel safe speaking up, taking risks, and being vulnerable at work.

The Business Impact: How a culture of psychological safety drives innovation, improves team performance, and enhances employee well-being.

Fostering a Safe Environment: Practical strategies for leaders and colleagues to cultivate an environment of trust and openness.

Who should attend: All are welcome to register. Business professionals of all levels who are looking for practical strategies to foster psychological safety, strengthen trust, and elevate team performance.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code KCNVHH79K5R.

IRS Correspondence Challenges: Navigating Resolution Amid Delays and Workforce Reductions
2026-01-27 12:00 - 13:00
Description

Recent reductions in the IRS workforce along with a government shut down have introduced new challenges for tax professionals managing correspondence and case resolutions. While enforcement actions have slowed temporarily, limited staffing has resulted in processing delays, misrouted responses, and increased frustration for both practitioners and clients.This course provides tax professionals with practical strategies to communicate effectively with the IRS and manage cases efficiently despite extended response times. Participants will learn how to use available IRS tools, implement proven communication tactics, and maintain productivity in the face of systemic slowdowns. The course also covers proactive methods to anticipate and adapt to ongoing IRS operational changes, helping practitioners guide clients confidently through an evolving enforcement landscape.

Upon completion of this course, participants will be able to:1. Describe the current state of the IRS workforce and its impact on communication and case resolution processes.2. Identify how IRS staffing reductions contribute to correspondence backlogs, enforcement delays, and practitioner challenges.3. Utilize key IRS tools and strategies to manage processing delays and communication barriers effectively.4. Implement proactive approaches to set client expectations and reduce frustration caused by prolonged IRS response times.5. Prepare for ongoing IRS operational and procedural changes to ensure readiness and maintain efficient client service.Prerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-technicalCPE: 1

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

Monitoring & Remediation: Building a Practical, Risk-focused Plan for Your Firm
2026-01-28 14:00 - 15:00
As firms continue to refine their risk assessment, monitoring, and remediation processes, expectations around how monitoring is designed and executed are evolving. This intermediate-level session provides a practical look at what firms should be watching for, how anticipated changes may affect monitoring activities, and how to translate those insights into a workable monitoring and remediation plan.

Participants will hear perspectives from local and regional-focused firms on actions already undertaken, lessons learned, and how monitoring plans are being structured across timing, people, and methodology. The session will also explore internal inspection approaches and the role of technology in supporting monitoring and remediation efforts. A moderated fireside chat and live Q&A will allow participants to examine real-world considerations, including the impact of busy season and resource constraints, and identify next steps they can apply within their own firms.

Learning objectives:

Analyze key risk assessment considerations that influence monitoring and remediation priorities within CPA firms.

Assess the impact of anticipated changes on firm monitoring activities, including timing, staffing, and methodology.

Apply practical approaches to designing a monitoring and remediation plan, drawing on examples from small- and medium-sized firm perspectives.

Evaluate internal inspection and technology-enabled monitoring approaches to determine how they support effective remediation efforts.

CPE Credit

Cost: Free CPE Credits: 1.0 hourField of Study: Business Management & OrganizationRequirements: NoneProgram Level: IntermediateDelivery Method: Group Internet Based Advanced Preparation: NoneLocation: Online

This CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

CPA.com, 1345 Avenue of the Americas, 27th Floor, New York, NY 10105

Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
2026-01-29 14:00 - 15:00
Turning data into actionable insight across clients doesn’t take data analysts, engineers, and architects. In this webinar, CPA.com’s Kim Blascoe, Alex Hartzell from BILL and Matthew Wallace, Manager of Innovation at Armanino, will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper, real-time insights that inform both client and firm performance.

You’ll hear how Armanino uses BILL’s Accountant Console to keep tabs on everything from payment status, to anomalies, to potential areas for workflow improvement. Through real-world examples featuring a nonprofit client, we’ll examine how data-driven insights improve financial decision-making and efficiency, and what the means for both firm growth and client outcomes.

Learning objectives:

Outline practical ways to leverage technology platforms to scale CAS services efficiently.

Identify key features of BILL’s Accountant Console that enable integrated financial operations.

Recognize how consolidated payment and compliance workflows improve visibility across clients.

Describe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.

This CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

CPA.com, 1345 Avenue of the Americas, 27th Floor, New York, NY 10105

Intuit Lacerte: Firm Administration & Set Up
2026-02-05 12:00 - 13:00
Description

Mastering the setup and administration of Intuit Lacerte is crucial for running an efficient and compliant tax practice. This one-hour webinar is designed specifically for firm owners and administrators, guiding you through the essential steps to configure Lacerte for your firm and its users. Join us to learn how to:

By attending this course, attendees will be able to:

Complete the required steps to set up a new firm within the Lacerte program, including the correct firm identifiers and EFIN registration.

Administer preparer information and user accounts, granting appropriate access rights to firm staff.

Configure print settings and customize client letters, invoices, and filing instructions to meet firm standards.

Explain the purpose of key firm identifiers, such as CAN, EFIN, and ERO PIN, and how they are used within the program.

Utilize the available settings and administrative tools to streamline the Lacerte workflow for themselves and their firm’s preparers.

Who Should Attend?

Anyone new to or considering using Intuit Lacerte to prepare tax returns.

Prerequisites: None

Course Level: Basic

Course Length: 60 Minutes

Delivery Method: Group – Live Internet

Field of Study: Business Management & Organization – Non-Technical

CPE: 1

CE: 1IRS Course ID: NESGF-T-00218-25-O

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

What Comes Next: Planning to Prosper in Times of Transition
2026-02-10 15:00 - 16:00
Event Overview

Every business eventually faces turning points where leaders must decide what comes next. These decisions are high-stakes and complex, and without a structured plan, they can lead to hesitation or costly missteps.

This CPE webinar offers strategies for navigating pivotal moments with clarity and confidence. Drawing from real-world scenarios and expert insights, we’ll explore how to strengthen long-term value and competitive positioning through proactive planning, leadership sustainability, and operational strategy — so you can prosper now and into the future.

Learning Objectives

Apply strategic frameworks to evaluate growth decisions, including proactive planning and forecasting.

List succession planning essentials, including leadership sustainability and ownership transition strategies.

Recall how strategic planning supports growth and business transitions, and identify key considerations for an effective, technology-informed approach.

Explore how to use scenario planning and change management tools to guide investment decisions in technology, talent, and operations.

Identify common decision-making pitfalls and how to avoid them through structured planning and advisory support.

Additional Information

This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar.

CPE credit will not be available for watching the recording.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

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Consumer Markets Hot Topics Webcast
2026-02-11 13:00 - 14:00
PwC leaders will share their perspectives on what Holiday 2025 tells us about consumer spending in 2026, the latest on agentic commerce, tariff and trade dynamics, and M&A activity. The session will focus on practical, near-term actions leaders can take now to navigate disruption.

Presenters:Ali Furman, Consumer Markets Industry LeaderPeter Pollini, Financial Services Industry LeaderEric Shea, Commerce LeaderStacia Wood, Consumer Markets Workforce LeaderMark Truchan, Trade and Tariffs PartnerMike Ross, Consumer Markets Deals Leader

Who should attend: Consumer Markets C-Suite leaders (CEO, COO, CFO, CSO, CCO, CRO, CDO, CTO, CIO) and SVP/VP/Directors across Transformation, AI, Trade, Compliance, Finance, Supply Chain, and Marketing.

CPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.

Reimagining Tax Season with AI
2026-02-11 14:00 - 15:00
It’s that time of year again. Tax season is ramping up, and accountants everywhere are preparing for the long days (and nights) ahead. But this year, busy season doesn’t need to mean burnout for you and your team.

Join us for a live webinar featuring Kevin Sickels, Tax Partner at Ketel Thorstenson, CPA.com’s Michael Cerami, and Blue J’s CRO, Sean Erjavec. They’ll be discussing what tax season looks like today, how AI is changing the ways tax practitioners work, and how Ketel Thorstenson is reimagining tax season with Blue J.

Sign up now to save your spot. All registrants will receive the full recording. So even if you can’t attend, you can still access all the insights from this webinar.

Learning objectives:

Identify key learnings from last year’s tax season and predictions for this year.

Recognize the impact of AI-powered tax research on common tax season pain points.

Recall how modern firms are leveraging AI-powered tax research during tax season and beyond.

Positioning CAS for Growth: How to Market, Message, and Sell Your Value
2026-02-11 15:00 - 16:00
Many firms struggle to explain the value of CAS — both to clients and internally. Without clear positioning and a strong message, even the best service offerings fall flat.

In this webinar, CAS leaders from CPA.com, Forvis Mazars, and GRF CPAs & Advisors will share how to craft a compelling value proposition, educate internal teams, and promote CAS to the right audience segments. Learn how to bridge the gap between CAS and firm marketing, gain internal alignment, and scale with clarity. Whether you’re refining your existing messaging or building your first campaign, you’ll walk away with real strategies and examples to put into action.

Learning objectives:

Define the core value proposition of CAS in a way that resonates with clients, internal teams, and firm leadership.

Identify common marketing challenges for CAS practices and develop strategies to overcome them through tailored messaging and education.

Differentiate marketing approaches for prospective clients, existing clients, and internal audiences based on their specific pain points and levels of awareness.

Apply storytelling and positioning techniques to increase CAS adoption, client understanding, and internal advocacy.

Navigating Staffing Challenges: Turnover, Complexity & Resource Gaps
2026-02-17 14:00 - 15:00
Description

Master staffing shortages in tax/accounting firms amid retirements, exam decline, and unemployment. This session highlights how to combat burnout, address generational clashes, and manage complex workloads through culture-building, equity incentives, strategic outsourcing, and streamlined hiring. Transform strain into strength—retain top talent, reclaim billable hours, and future-proof your firm.

By attending this webinar, you will be able to:• Build a High-Value Client Culture – Foster caring relationships, ownership, and integrity to reduce burnout and boost retention.• Optimize Resources Strategically – Delegate routine tasks, eliminate low-margin clients, and outsource to free up valuable employees to focus on high-value work.• Get Talent Fast & Keep Them Long – Streamline hiring with compelling postings and rapid offers, then lock in loyalty with equity, tenure-based perks, and professional development.Who should attend:Tax and accounting professionalsPrerequisites: NoneDelivery Method: Group Internet BasedField of Study: Business Management & Organization – Non-technicalCourse Length: 60 MinutesCourse Level: BasicRecommended CPE: 1Recommended CE: 0Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

Adapting in Uncertainty: US 2026 C-Suite Outlook
2026-02-19 14:00 - 15:00
This webinar will explore findings from the 2026 C‑Suite Barometer, including how U.S. business leaders are responding with resilience, adaptability, and accelerated investment in technology, talent, and operational agility.

The session will focus on major trends impacting businesses in the U.S., including the scaling of artificial intelligence (AI), tariff-driven cost strategies, supply chain evolution, and renewed international expansion.

Learning Objectives

Upon completion of this program, participants will be able to:

Identify key topics shaping the U.S. business outlook in 2026, including economic and competitive pressures.

Describe how U.S. organizations are using technology and AI to enhance adaptability in operations and strategic transformation.

Recognize the primary factors driving international expansion decisions and related compliance considerations.

Explain how executives are adapting business strategies, like supply chain investments and workforce planning, to address new risks and opportunities.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance during the live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Automate, scale, advise: The new AI-powered sales tax compliance platform for CAS and SALT practices
2026-02-24 14:00 - 15:00
Expanding into sales and use tax advisory doesn’t have to overextend your team or require deep tax specialization. Join CPA.com, Vertex, and Kintsugi as they unpack how AI-driven automation is simplifying compliance and enabling firms to confidently expand their advisory services.

This webinar will introduce Kintsugi, the AI-powered technology now integrated into the Vertex Firm Advisor Program, designed to help CAS and SALT practices navigate multi-jurisdictional complexity with greater ease. You’ll learn how firms can leverage automation to monitor nexus exposure in real time and streamline registration and filing to deliver more accurate, efficient sales tax support for clients.

Come away with actionable strategies to enhance your advisory offerings, reduce compliance risk and better support clients navigating complex sales and use tax requirements.

Learning objectives:

Identify new opportunities for CAS and SALT advisory growth

Explain how real-time nexus monitoring and automated compliance reduce risk

Evaluate the role of AI in scaling multi-client sales tax services

Apply insights from a CPA firm’s real-world experience

Leverage the free nexus assessment to uncover client needs and advisory leads
