Transformation CPE

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 to remain independent or take the next big leap. Get all your questions answered.

Tiered Pricing:

• $149 – Early Bird (register by April 22)
• $299 – Regular price (after April 22)

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 delivering more value-added insights to help improve an organization’s performance or risk mitigation. Join us for this webinar to learn more about these technologies and their implications to the skills and knowledge needed to be an effective auditor in the future NOW.

Join us for this webinar to understand the latest advancements and emerging trends in AI technology impacting the accounting profession. Explore real-world use cases and strategies for leveraging AI to drive efficiency, innovation, and value in accounting practices, and gain insights into upcoming AI tools and their potential impact, helping your firm stay ahead in an evolving technological landscape.

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 how to help individuals and businesses dealing with digital assets. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients dealing in digital assets.

Imagine increasing your monthly client revenues by 50% with minimal extra effort. If that interests you, consider adding advisory services to your list of client services. This strategic move to advisory diversifies your practice and positions you as a firm of the future. Don’t underestimate the value of your knowledge. Your clients appreciate your insights. But they may not realize the full range of your expertise. Discover the exact steps to highlight your knowledge, positively impact your clients and charge premium fees.

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 and procedures.

Understand how tax practitioners are at risk for a data breach. Attend this non-technical seminar to obtain an understanding of the IRS’s expectations of you in safeguarding your clients’ data and practical tips to reduce your risk of a data breach or being victim to ransomware.

Even with price volatility and regulatory ambiguity, there are tax factors that practitioners need to be aware of as usage and adoption of crypto continues to increase. 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 addition to these practitioner focused insights, pending legislation and possible future tax changes will be put forward and discussed.

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 do more in the DEI space, the Center for Accounting Transformation was inspired to conduct a research study on the accounting profession’s DEI journey. Join us for this insightful webinar where we’ll take a closer look at what the data is telling us.

The Staffing Strategies Research Study aims to understand the significant challenges posed by staffing shortages in the profession, and the innovative strategies accounting firms are employing to address them. Are accounting firms and finance departments managing the current talent crisis effectively? What strategies are working, and what are the lessons learned for more effective staff and workload management? Thought leaders Donny Shimamoto, CPA, CITP, CGMA and Rick Telberg take a deeper dive into research results for solving staffing!

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 addition to these practitioner focused insights, pending legislation and possible future tax changes will be put forward and discussed.

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 also your organization’s overall performance that takes the hit. Personal sustainability is important, not only for the business professional, but for the organization. Learn about the impact of positive leadership styles; and how, as a leader, you can better advocate for your team through clearer boundaries for better time prioritization and work-life balance.

Accounting professionals, more than anyone know that sometimes it can be difficult to switch off from work – even on your days off. Although you may feel you are able to maintain the fast pace of your work, if you don’t take time to identify what drains you or lights you up, you become less productive and start to burn out. By focusing on yourself and your personal wellbeing, you can maximize your productivity and become more fulfilled, both at work and in your personal life.

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 more than 40 hours a week. Finding a balance and allowing time for self-care is not only important for employees, but also for organizations and their clients. Learn about the impact of stress, burnout, and the importance of personal wellness – especially during heightened times of seemingly never-ending responsibilities and expectations.

As the seasons change, so do the demands on our time and energy. Excessive stress and anxiety in the workplace can cause a drop in performance, missed workdays, poor productivity, and physical and mental health issues. It’s an uncontrollable spiral. Getting help early can be key to taking control of your mental health. Join us to learn how you can take back control of your mental health and understand how working with a therapist can help lessen your chances of burnout.