Tax season seems to get worse every year. Last-minute changes to the tax code, delayed tax software updates, workload compression, and a shortage of experienced tax professionals continue to exacerbate...

Learn how to improve the profitability of your firm by using pricing and positioning techniques that allow you to convey your services’ worth, more effectively scope your projects, and manage...

We will recap major advancements in AI from the past quarter, highlighting how these changes impact CPA firms. We will also assess regulatory and industry trends in recent months, translating...

We will recap major advancements in AI from the past quarter, highlighting how these changes impact CPA firms. We will also assess regulatory and industry trends in recent months, translating...

We will recap major advancements in AI from the past quarter, highlighting how these changes impact CPA firms. We will also assess regulatory and industry trends in recent months, translating...

In the lens of Digital Transformation, being mindful of where you spend your energy is imperative. Technology can be an incredibly powerful tool to help us work more efficiently and...

Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of...

Remember when working remotely generally meant working at a space different from your assigned location—such as your client’s office, a conference, or another office? Today, remote work has become a...

Welcome to Business & Boundaries for Better Time Prioritization and Work-Life Balance. In this self-study course, you will learn the importance of detoxing from work stress and share some tips...

Evaluate factors leading to burnout in public accounting and what leaders can do to mitigate burnout and turnover Describe business opportunities to simplify, plan ahead, and reduce latent cognitive load Describe...

One of the best ways to mitigate ransomware risk is to have a good Business Continuity Plan (BCP) in place. A good BCP can also help you ensure high client...

One of the best ways to mitigate ransomware risk is to have a good Business Continuity Plan (BCP) in place. Come join us and learn how to create a BCP...

Artificial Intelligent (AI) Chatbots like ChatGPT have taken the world by storm. With over 100 million users in less than two months, it is the fastest-growing computer application to hit...

As accounting professionals, we are taught to be professional skeptics because “it’s what is expected” as advisors – to protect your organization or clients from unnecessary risk. But often this...

Welcome to Creating Resilience with a Growth Mindset. In this self-study course, you will learn how to transform from a ‘glass half empty’ to a ‘glass half full’ mindset in...

Be prepared to roll up your sleeves and apply your brainpower to some new, more effective ways of thinking about how your business creates value for your clients and dive...

This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of bitcoin and other cryptoassets. Even with price volatility...

Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. Yet, few business professionals can grasp the intricacies, opportunities and challenges posed by...

In this on demand course, learn about the tax implications of common cryptocurrency-related transactions and how to successfully service clients dealing in digital assets. We will also cover current developments...

Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. In this self-study course gain a high-level, non-technological understanding of the history of...

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies...

In this session, we will explore all of these questions and steps firms can take to address them. We will look at a range of options, from setting priorities to...

The move to remote work changes not just your cybersecurity risks, but adds an element of customer-facing risks, and also increases employee engagement risks. Learn more about these risks and...

The move to remote work changes not just your cybersecurity risks, but adds an element of customer-facing risks, and also increases employee engagement risks. Learn more about these risks and...

Your clients expect you to be proactive, to communicate frequently, and to understand their business and industry. Your prospects need consistent communication and resources as they determine which CPA firm...

Managing a hybrid team successfully and equitably requires adjustments to your management style. Leaders must ensure that in-office employees don’t receive favorable treatment or opportunities, and that employees working remotely...

This session with start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and financial reporting. Then we’ll...

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and financial reporting. Then we’ll...

We’ll be sharing the results of the 2021 hybrid work policy and cybersecurity risk research survey conducted by the Center for Accounting Transformation. Learn how corporate culture impacts hybrid work...

Go beyond ESG basics and learn how ESG will impact finance professionals and auditors. Also learn how ESG provides opportunities for career advancement and more value-added contributions to the organizations...

Is Environmental, Social, Governmental (ESG) just a new hype that’s going away next year or is it here to stay? How does the increased adoption of ESG impact finance departments,...

Learn how core accountant skills like risk management and financial planning & analysis—and their supporting technologies—and our core competencies of ethics and objectivity, play critical roles in driving better business...

COVID-19 created an unprecedented economic crisis that accountants were called upon to triage and stop continued economic bleeding. Accountants had to help many business owners and colleagues make difficult business...

Attend this session to understand the ethical implication to ourselves and the organizations that we serve. Look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting...

Emerging technology trends like Automation (including artificial intelligence), Blockchain, Cybersecurity, and Data governance (ABCD) are driving digital transformation and organizations’ move into the digital age. Yet we can’t let technology...

Headlines abound saying that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants. In reality, RPA and AI provide an excellent opportunity for accountants to...

Headlines abound saying that Robotic Process Automation (RPA) and artificial intelligence (AI) is going to eliminate the need for accountants. In reality, RPA and AI provide a great opportunity for...

We’re facing a shortage of accountants and the “great resignation” is putting the employee in a position of power in deciding whether to stay with a current employer or jump...

We’re facing a shortage of accountants and the “great resignation” is putting the employee in a position of power in deciding whether to stay with a current employer or jump...

As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. In this session, you will learn how...

Microsoft Teams is one of the fastest growing collaboration platforms today. In this self-study course you will learn how a small tax firm implemented MS Teams to increase their communication...

As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. In this session, you will learn how...

Tax return preparation is increasingly becoming a commodity. Automation can help reduce the level of manual work required for return preparation. However, if you automate a “bad process,” you still...

Tax return preparation is increasingly becoming a commodity. Automation can help reduce the level of manual work required for return preparation. However, if you automate a “bad process,” you still...

Tired of everyone telling you that you need to modernize your accounting services, but not telling you how to actually do it? Let us guide you through creating your accounting...

Learn to revamp your service offerings to increase profitability (accounting firms) or reduce cost (accounting departments) as well as optimize your staff’s workload. While many technologies come with some cost,...

Innovations in audit are constantly evolving in the areas of automation technologies, artificial intelligence, blockchain, data analytics, and data visualization. This course provides an overview into the current and upcoming...

You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of...

Accounting professionals, more than anyone, know that sometimes it can be difficult to switch off from work – even on your days off. Although you feel you are able to...

Welcome to Live More, Stress Less: How to Stay Self-Aware and Beat Burnout. In this self-study course, you will learn the importance of detoxing from work stress and share some...

As industry insiders and experts, Bob and Doug Lewis will unravel the impact of private equity, explore the myths and realities of M&A, and provide actionable strategies for firms determined...

Focused on practical applications and examples around both basic and more advanced crypto tax planning, attendees will leave with actionable business intelligence with which to advise current and future clients....

With over 40% of Americans owning digital assets and a single bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But a few tax professionals understand...

It’s hard to stay abreast of all the things going on in the cybersecurity realm, so this update is for non-techie tax practitioners who want to understand current compliance requirements,...

Going OFF SCRIPT doesn’t come naturally to most organizational leaders. We want to control the narrative, ensure ideal outcomes, script the conversations, manage the problems, predict the future, and win...

As tax busy season, seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity...

As tax busy season seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity...

While most firms focus on top line growth, the most successful firms place equal if not greater importance on margin contribution. There are many factors that can impact margin, and...

Busy season seems to keep getting busier. Last-minute changes to the tax code, delayed tax software updates, workload compression, and a shortage of experienced accounting professionals continue to exacerbate what...

Busy season seems to keep getting busier. Last-minute changes to the tax code, delayed tax software updates, workload compression, and a shortage of experienced accounting professionals continue to exacerbate what...

The Center for Accounting Transformation and CPA Trendlines have come together as advocates for the profession to research an important issue impacting the profession: staffing. Join us for this key...

The Center for Accounting Transformation and CPA Trendlines have come together as advocates for the profession to research an important issue impacting the profession: staffing. With articles seen almost daily...

Stress is synonymous with the accounting profession, and anxiety is a common mental health issue experienced by many. Coupled together, excessive stress and anxiety in the workplace can cause a...

Welcome to Taking Control of Your Mental Health Before Burnout. In this self-study course, you will learn what happens if stress and anxiety are not addressed and how working with...

Diversity is more than a “people” thing. There is increasing evidence and data linking diversity to financial performance. A McKinsey study links racial and ethnic diversity to improved financial returns...

Join us for a conversation to help lay a foundation for talking about, engaging in, and working through D&I in your firm. In this session, we will explore questions like:...

The results are in. Join us for this FREE CPE WEBINAR where we will be sharing the complete results of the Diversity, Equity, and Inclusion Journeys Research Study conducted by...

Diversity, Equity, Inclusion and Belonging is more than policies and programs, or head counts. Seeing a groundswell of people from many parts of the profession step up to want to...

Join us as we will look more broadly at different dimension of diversity and how they come together to influence workplace culture, and look at how diversity – visible and...

Headlines abound saying that artificial intelligence (AI) will eliminate the need for auditors. In reality, AI provide an excellent opportunity for auditors to automate more routine procedures and focus on...

Join us as explore the link between inclusion and performance, and the importance of belonging on the bottom line. We will discuss the traits of inclusive leaders and explore steps...

Are you at risk for burnout? Becoming too focused on meeting deadlines and ignoring your physical and mental health can have an adverse affect on many business professionals who work...

Welcome to The Value of Personal Resilience: What Business Professionals Need to Know. In this self-study course, you will learn about the impacts of stress, burnout, and the importance of...

You’ve got about two months before busy season goes into full swing. What are some of the top transformations that you can complete in this short window? Join us for...

Confused by all of the techno-mumbo jumbo around cybersecurity technologies? Let us help demystify it for you. Attend this session designed specifically for non-techies to be talked through the major...

Confused by all of the techno-mumbo jumbo around cybersecurity technologies? Let us help demystify it for you. This session, designed specifically for non-techies, will talk through the major cybersecurity risk areas...

Texting, emails, instant messaging, and virtual meetings have all been accused of harming our ability to build relationships with coworkers and managers. The rise of remote work and hybrid work...

Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create...

Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create...