Featured Course:

Live More, Stress Less: How to Stay Self-aware and Beat Burnout

Accounting professionals, more than anyone, know that sometimes it can be difficult to switch off from work – even on your days off. After a hectic busy season is the perfect time to reflect on how to live more, stress less and take the steps necessary to beat burnout.

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Upcoming Events:

June

2023

Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload

June

2023

Live More, Stress Less: How to Stay Self-aware and Beat Burnout

July

2023

Understanding Your Cybersecurity Tech Options: How Non-Techies Can Mitigate Their Malware Risks

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Accounting Transformation

Audit Transformation

Digital Transformation

Finance Transformation

Firm Transformation

Tax Transformation

Self-Study

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8 Keys to Tax Automation & Outsourcing

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 what is already a grueling season ...

Lead By: Donny Shimamoto$100

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Advanced Pricing Methods® to Improve Firm Profitability

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 customer expectations about price ...

Lead By: Michelle River$100

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Audit Efficiency Tools Experience Lab

As the digital age expands, the accessibility of data by auditors also increases the auditor’s ability to leverage audit automation tools to increase the efficiency and effectiveness of audits. This is a great opportunity for you and ...

Lead By: Donny Shimamoto$400

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Automating & Optimizing Tax Workflow Experience Lab

One of the keys to success to automating tax return preparation is to map out your workflow and ensure that you are not automating a flawed process. Lean Six Sigma (LSS) techniques should also be applied to balance efficiency and ...

Lead By: Donny Shimamoto$300

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Automating Tax & Bookkeeping Client Collaboration Experience Lab

For accountants to be perceived as business advisors they need to be readily reachable by clients, and exchanging files and information needs to be easy (yet secure). At the same time, accountants need to be able to separate from work, ...

Lead By: Center For Accounting Transformation$300

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Building Camaraderie, Culture, and Inclusivity in a Remote Environment

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 business model, not a descriptor of ...

Lead By: Jina Etienne

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Business Continuity Planning for Non-Techies

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 satisfaction in the event of other issues like natural disasters, equipment ...

Lead By: Donny Shimamoto

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Crypto Tax Planning – Beyond the Basics & What Practitioners Need to Know Going Forward

NEWLY ADDED! ->> 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. In ...

Lead By: Dr. Sean Stein Smith$100

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Cryptocurrency Taxation: Nuts, Bolts and Tax Law Updates

Self-Study Course: Learn At Your Own Pace

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, ...

Lead By: Shehan Chandrasekera$100

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Cryptocurrency Taxation: Nuts, Bolts and Tax Law Updates for 2023

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 this new technology. ...

Lead By: Shehan Chandrasekera$100

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The Diversity, Equity and Inclusion Journey in the Accounting Profession: What Research Tells Us

Join us for this FREE WEBINAR where we’ll be sharing the results of the 2022 diversity, equity, and inclusion research survey conducted by the Center for Accounting Transformation. Learn what resources people need to mature the DEI ...

Lead By: Donny ShimamotoFree

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The D&I Business Case: Understanding the Link Between Diversity & Performance

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 – as much as 35% above ...

Lead By: Jina Etienne$50

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D&I Jump Start – How to Build a D&I Action Plan

So, your organization is committed to D&I and leadership is ready to “do the work”. But where to you start? Are initiatives okay or do you need a separate D&I strategy? Is the work different for small to medium sized firms? How can we ...

Lead By: Jina Etienne$100

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Diversity & Inclusion 1-on-1: A Year in Preview

Diversity & Inclusion 1-On-1 is a biweekly series that explores different topics, issues, or subjects related to diversity, equity, inclusion, and belonging in the workplace. In this session, we will kick off the year with an overview ...

Lead By: Jina EtienneFree

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Diversity & Inclusion 1-on-1: The Accounting Move Report

Lead By: Jina EtienneFree

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The Diversity Spectrum

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 invisible, familiar and unfamiliar – can influence team ...

Lead By: Jina Etienne$50

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Enabling Hybrid Work: How to Ensure a Holistic Approach to Customer, Employee, and Cybersecurity Risks

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 some practical tactics to mitigate these ...

Lead By: Donny Shimamoto$50

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Engage CPA Firm Clients and Prospects with Marketing Automation

While you may be comfortable using automation to prepare financial statements and tax returns, have you thought about how automation can positively impact your marketing efforts? ...

Lead By: Jean Caragher$50

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Engaging Your Hybrid Team: How to Ensure Employee Engagement and Equity When Working Remote

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 don’t ...

Lead By: Karl Ahlrichs$100

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Exploring the A-B-C-D of the Digital Age and Their Impact on Accounting

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 dive ...

Lead By: Donny Shimamoto$50

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How Accountants Are Managing Hybrid Work: What Research Tells Us

Join us for this FREE WEBINAR where 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 ...

Lead By: Donny ShimamotoFree

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How Accountants Create Value via ESG

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 that we serve. Then form ...

Lead By: Donny Shimamoto$200

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How Accountants Ensure Business Resiliency for the Next Pandemic

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 decision-making. ...

Lead By: Donny Shimamoto$50

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How Automation and AI is Enhancing Management Accountants

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 automate more routine ...

Lead By: Donny Shimamoto$50

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How ESG Reports Can Help With Recruitment and Retention

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 to another employer. When recruiting and retaining employees, ...

Lead By: Donny Shimamoto$50

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How Small Firms Use MS Teams for Internal & Client Communication & Collaboration

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 a small firm uses Microsoft Teams for their internal ...

Lead By: Shayna Chapman$50

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How Small Firms Use MS Teams for Internal & Client Communications & Collaboration

Self-Study Course: Learn At Your Own Pace

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 ...

Lead By: Shayna Chapman$50

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How Tax Preparers & Accountants Increase Their Profitability Using Lean Six Sigma

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 won’t see an increase in ...

Lead By: Donny Shimamoto$50

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How to Upgrade Your Client Base to Optimize Profits

For many CPA firms, the COVID-19 pandemic resulted in a burst of new clients with many businesses needing the expertise of accountants to remain solvent. Upgrade your client base to optimize profits by retaining your best clients, ...

Lead By: Jean Caragher$100

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Hybrid Work Summit: Finding Better Ways

In 2020, organizations realized that traditional annual budgeting was no match for the pandemic world we all live in. Even as the COVID-19 pandemic became a reality, many finance organizations found themselves trapped by too wide a ...

Lead By: Donny Shimamoto$300

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The Inclusive Leader

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 leaders can take to foster inclusion within their ...

Lead By: Jina Etienne$50

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Island Plastic Bags: A Case Study in Sustainability Reporting

Demonstrating that your company has a firm understanding of its impact on the environment and society provides credibility in dealing with these stakeholders. This webinar is designed to cut through the noise and provide you with a ...

Lead By: Adrian Hong$50

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Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload

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 is already a grueling ...

Lead By: Donny Shimamoto$50

Learn More

Learn More

Live More, Stress Less: How to Stay Self-aware and Beat Burnout

Accounting professionals, more than anyone, know that sometimes it can be difficult to switch off from work - even on your days off. After a hectic busy season is the perfect time to reflect on how to live more, stress less and take ...

Lead By: Donny Shimamoto$0 - $25

Learn More

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How to Modernize Your Accounting Tech Stack with Mature Innovations

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 innovation strategy and developing a plan for modernizing ...

Lead By: Donny Shimamoto$100

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Off Script: Mastering the Art of Business Improv

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 (negotiations, new business, ...

Lead By: Peter Margaritis$50

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Options to Automate Your Tax Preparation Workflow

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 back to their work. Attend this session to get ...

Lead By: Donny Shimamoto$50

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Profitability Through Accountability: Plugging the Leaky Bucket

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 evolving trends including alternative pricing models, ...

Lead By: Bill Penczak$100

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Streamlining Tax & Bookkeeping Client Collaboration Experience Lab

For accountants to be perceived as business advisors, they need to be readily reachable by clients, exchanging files, and information needs to be easy (yet secure). At the same time, accountants need to separate from work while making ...

Lead By: Center For Accounting Transformation$300

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Tools and Tips for Data Efficiency During Busy Season

Most accounting firms are approaching their next busy season with fewer staff than they had in prior years. This presentation will help firms identify some tools and tips to streamline certain processes involving client data so that ...

Lead By: Rubik Yeriazarian$50

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Understanding Your Cybersecurity Tech Options: How Non-Techies Can Mitigate Their Malware Risks

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 cybersecurity risk areas (malware ...

Lead By: Donny Shimamoto$100

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Unlock Your Firm

How do you unlock the potential of the existing resources in your firm to get more our of what you have? Over the course of this immersive 2-day experience, you will work through how to re-arrange and execute so that work begins to ...

Lead By: Will Hill$695

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Using Technology to Enhance Employee Engagement in a Hybrid Work Environment

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 also reduces a manager’s direct ...

Lead By: Donny Shimamoto$300

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The Value of Personal Resilience: What Business Professionals Need to Know

Self-Study Course: Learn At Your Own Pace

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 ...

Lead By: Randy Crabtree$10

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Winning Tax Season with Better Workflow & Capacity Management

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 your ideal workflow and optimize your ...

Lead By: Frank Stitley$100

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The Center for Accounting Transformation 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.

Featured Course:

Live More, Stress Less: How to Stay Self-aware and Beat Burnout

Upcoming Events:

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