Professional Development

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Jun 26 2026
Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques
- CPE Credits: 4.0 hours
- Level: Intermediate
- Instructor: Arthur J. Werner
Jun 30 2026
Accounting Data Analytics
- CPE Credits: 2.0 hours
- Level:
Jun 30 2026
AI for Accountants - Practical Applications
- CPE Credits: 2.0 hours
- Level:
Jul 01 2026
Level V: Advanced Management and Leadership Essentials
- CPE Credits: 2.0 hours
- Level:
- Instructor: Sunish Mehta
Jul 02 2026
The Mindful-CPA
- CPE Credits: 2.0 hours
- Level:
- Instructor: Sunish Mehta
Jul 07 2026
Elder Care: Financial Strategies for Advisors
- CPE Credits: 4.0 hours
- Level: Basic
- Instructor: Arthur J. Werner
Jul 16 2026
Generative AI and Cybersecurity: Opportunities and Threats
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Kenneth Greenwood
Jul 23 2026
Estate Planning: Business Issues
- CPE Credits: 4.0 hours
- Level: Intermediate
- Instructor: Arthur J. Werner
Jul 28 2026
Accounting Data Analytics
- CPE Credits: 2.0 hours
- Level:
Jul 28 2026
Exploring Business Valuation Fundamentals
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: David R. Peters

May 28 2026
Digital Tax Transformation for Non-Techies
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Jun 16 2026
Creating Belonging to Improve Staff Retention
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Jun 16 2026
How Automation and AI are Enhancing Management Accountants
- CPE Credits: 1 hour
- Level: Intermediate
- Instructor: Donny C. Shimamoto
Jun 24 2026
Value Pricing Advisory with ChatGPT: Protect Margins with AI-Powered Pricing
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Loren Fogelman
Jul 09 2026
Non-Techie Cybersecurity Update for Tax Practitioners
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Jul 14 2026
The Impact of Machine Learning on Auditors
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Jul 23 2026
Are Your Firm's KPIs Drivng High Performance?
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Aug 06 2026
Turning IT Budgeting into a Competitive Advantage
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 10 2026
How Accountants' Ethics are Impacted by the A-B-C-Ds of the Digital Age
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 14 2026
How to Turn AI and Automation into Strategic Decisions
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto

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