The Impact of Machine Learning on Auditors

Donny Shimamoto

Learn more about these technologies and their implications to the skills and knowledge needed to be an effective auditor in the future NOW.

AI in Review: Updates from the Past Third Quarter and Implications for CPA Firms (Q3 Update)

Ellen Choi

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 these developments into actionable insights. We will discuss adapting firm strategy based on the latest AI trends, ensuring firms remain competitive and responsive.

AI in Review: Updates from the Past Second Quarter and Implications for CPA Firms (Q2 Update)

Ellen Choi

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 these developments into actionable insights. We will discuss adapting firm strategy based on the latest AI trends, ensuring firms remain competitive and responsive.

AI in Review: Updates from the Past First Quarter and Implications for CPA Firms (Q1 Update)

Ellen Choi

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 these developments into actionable insights. We will discuss adapting firm strategy based on the latest AI trends, ensuring firms remain competitive and responsive.

M&A, PE, or Independence? Chart Your CPA Firm’s Future in 2025

Donny Shimamoto

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.

New for 2025 – Cryptocurrency Taxation: Nuts, Bolts and Tax Law Updates

Shehan Chandrasekera

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.

Top Tax Transformations Before Busy Season

Donny Shimamoto

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 this webinar for tips on workflow optimization, cash flow management, automation opportunities, and cybersecurity improvements that will make your busy season less stressful.

Creating Resilience with a Growth Mindset

Jina Etienne

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 mindset gets carried over into our personal lives and how we feel daily.

Non-Techie Cybersecurity Update for Tax Practitioners

Donny Shimamoto

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, cybersecurity program best practices, cyber liability insurance trends, and cost-effective options for mitigating their risks.