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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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March 27, 2025 4:00 PM
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
March 27, 2025 4:30 PM
CREATING A GROWTH STRATEGY FOR YOUR CAS PRACTICE
Amy Franko (AMY FRANKO ASSOCIATES)
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1.0
FREE
March 27, 2025 8:00 PM
EQ: WHERE THE RUBBER MEETS THE ROAD!
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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1.0
FREE
March 27, 2025 9:00 PM
REDESIGNING YOUR PORTFOLIO FOR RETIREMENT: EVOLVING OPPORTUNITIES AND RISKS
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
March 28, 2025 2:00 PM
FBARs AND FATCA FOR INDIVIDUAL TAX FILERS
Katrina Haynes, CPA (HAYNES GLOBAL TAX EXPERTS LLC)
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1.0
FREE
March 28, 2025 3:00 PM
PHILANTHROPY 101: TRENDS, INSIGHTS, AND PLANNING FOR CHARITABLE GIVING
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
March 28, 2025 7:00 PM
BRAND NEW COURSE!
ASCEND LEADERSHIP MONTHLY: BUILDING TRUST IN TEAMS
Jina Etienne, CPA, CGMA (ETIENNE CONSULTING)
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1.0
FREE
March 29, 2025 3:00 PM
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
March 31, 2025 1:00 PM
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
March 31, 2025 2:30 PM
This is a special broadcast of a previously recorded session.
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
March 31, 2025 8:00 PM
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 1, 2025 1:00 PM
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
April 1, 2025 2:00 PM
PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
April 1, 2025 3:00 PM
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
April 1, 2025 6:00 PM
2024 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
April 2, 2025 3:00 PM
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
April 2, 2025 3:00 PM
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE
April 2, 2025 8:00 PM
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
April 2, 2025 8:00 PM
FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 3, 2025 1:00 PM
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE

Member Resources

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Cannabis Accounting Podcast
DOPE CFO
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Capstan Live
Capstan Tax Strategies
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DM Disruption Podcast
The Designated Motivator
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Breaking Beliefs - Amy Vetter
The B3 Method Institute
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Trial a Skills or Personality Test for Free
Accountests Ltd.
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FREE