Professional Development

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May 12 2026
Mid-Year Tax Strategies: Planning for Individuals under the One Big Beautiful Bill Act (OBBBA)
- CPE Credits: 4.0 hours
- Level: Update
- Instructor: Arthur J. Werner
May 13 2026
Mid-Year Tax Strategies: Business Planning and the One Big Beautiful Bill Act (OBBBA)
- CPE Credits: 4.0 hours
- Level: Update
- Instructor: Arthur J. Werner
May 28 2026
Financial Planning Bootcamp
- CPE Credits: 4.0 hours
- Level: Basic
- Instructor: Arthur J. Werner
Jun 02 2026
Estate Planning Bootcamp
- CPE Credits: 4.0 hours
- Level: Basic
- Instructor: Arthur J. Werner
Jun 10 2026
Level V: Advanced Management and Leadership Essentials
- CPE Credits: 2.0 hours
- Level:
- Instructor: Sunish Mehta
Jun 11 2026
A Complete Tax Guide to Exit Planning
- CPE Credits: 2.0 hours
- Level: Intermediate
- Instructor: John Kilroy
Jun 15 2026
Construction Contractors: Accounting and Financial Reporting Issues
- CPE Credits: 4.0 hours
- Level: Intermediate
- Instructor: Daryl G. Krause
Jun 17 2026
Secure Act 2.0: What's in Effect Now and What's Coming in 2026
- CPE Credits: 4.0 hours
- Level: Update
- Instructor: Arthur J. Werner
Jun 17 2026
The Mindful-CPA
- CPE Credits: 2.0 hours
- Level:
- Instructor: Sunish Mehta
Jun 19 2026
2026 Elect & Engage
- CPE Credits: 1 hour
- Level:

Sep 14 2026
How to Turn AI and Automation into Strategic Decisions
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 15 2026
The Impact of Machine Learning on Auditors
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 16 2026
Data Analytics for Impact
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 28 2026
Digital Tax Transformation for Non-Techies
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 28 2026
Creating Belonging to Improve Staff Retention
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Oct 14 2026
How Automation and AI are Enhancing Management Accountants
- CPE Credits: 1 hour
- Level: Intermediate
- Instructor: Donny C. Shimamoto
Oct 29 2026
Turning IT Budgeting into a Competitive Advantage
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Nov 09 2026
The Impact of Machine Learning on Auditors
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Nov 11 2026
Leveraging ChatGPT: Unleash the Power
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Scott Dell
Nov 12 2026
Value Pricing Advisory with ChatGPT: Protect Margins with AI-Powered Pricing
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Loren Fogelman

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