Accounting Transformation

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...

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...

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...

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. 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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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,...

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...

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 a...

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...

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...

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...

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...