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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

Learn how automation can help you prepare for 2022! It’s a new year, which means new challenges and opportunities for both accounting practitioners and their clients. This session is for...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Learn what small firms should take into consideration when developing their remote work policies and cybersecurity measures so that they balance their team’s ability to work remote with the risks...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Let’s face it, intent matters, and if you don’t have a good business culture or are taking care of your team, it’s not just your people feeling the impact, it’s...

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...

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...

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...

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...

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...

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...

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...

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...

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...