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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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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
$30.00
April 1, 2025 3:00 PM
UNLOCK EFFICIENCY & REVENUE GROWTH WITH IGNITION
Marcus Dillon (DILLON BUSINESS ADVISORS)
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1.0
FREE
April 1, 2025 5:00 PM
THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
April 1, 2025 5:00 PM
BRAND NEW COURSE!
THE “C” IN CAS STANDS FOR CHANGE: STRATEGIES FOR CHANGE MANAGEMENT SUCCESS
Amy Franko (AMY FRANKO ASSOCIATES)
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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 1, 2025 8:00 PM
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 2, 2025 1:00 PM
BRAND NEW COURSE!
ETHICAL GOVERNANCE AND INTEGRITY IN INTERNAL AUDITING
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
April 2, 2025 2:00 PM
BRAND NEW COURSE!
THE RESILIENT LEADER: NAVIGATING CHANGE WITH CONFIDENCE
Jina Etienne, CPA, CGMA, CDE® (ETIENNE CONSULTING)
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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 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 4:00 PM
THE FUTURE OF ACCOUNTS PAYABLE: FASTER, SAFER, SMARTER
Ted McRae (MAKERSHUB)
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1.0
FREE
April 2, 2025 5:00 PM
AP AUTOMATION AND INTERNAL CONTROLS: BEST PRACTICES AND SAFEGUARDS
Donny Shimamoto (INTRAPRISETECHKNOWLOGIES LLC)
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1.0
FREE
April 2, 2025 7:00 PM
THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (DREAM FIRMS)
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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
$30.00
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 9:00 PM
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
April 3, 2025 1:00 PM
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
April 3, 2025 2:00 PM
CREATE WORK-LIFE HARMONY: CHANGE YOUR HABITS TO CHANGE YOUR LIFE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE

Member Resources

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#1 Reasonable Compensation Analysis Solution
RCReports, Inc.
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$1,500.00
The Boomer Briefing
Boomer Consulting, Inc.
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150 IRS Response Letter Templates
ASTPS
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$80.00
The Retirement Risk Show
Retirement Risk Advisors
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Accounting Insiders Podcast
Insightful Accountant, LLC
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