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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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October 30, 2024 9:00AM EDT
MINDSET MASTERY: UNLOCKING PERSONAL AND PROFESSIONAL GROWTH
Kathy Grosskurth (BOOKKEEPING CLEAN AND SIMPLE)
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1.0
FREE
October 30, 2024 9:00AM EDT
THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (DREAM FIRMS)
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1.0
FREE
October 30, 2024 10:00AM EDT
DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
October 30, 2024 10:00AM EDT
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
October 30, 2024 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
October 30, 2024 11:00AM EDT
END CP2000 NOTICES: UNDERSTAND & AVOID AUTOMATED UNDERREPORTER (AUR) AUDITS
Roger Nemeth, EA (TAX MENTOR)
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1.0
FREE
October 30, 2024 12:00PM EDT
BRAND NEW COURSE!
INTUIT PROCONNECT: SET UP AND FIRM ADMINISTRATION
Ross Olson (INTUIT)
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1.0
FREE
October 30, 2024 12:00PM EDT
ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
October 30, 2024 12:00PM EDT
AI-POWERED AP: STREAMLINE YOUR WORKFLOW WITH MAKERSHUB
Ted McRae (MAKERSHUB)
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1.0
FREE
October 30, 2024 1:00PM EDT
BRAND NEW COURSE!
MASTERING HITRUST ASSESSMENTS: PRACTICAL STRATEGIES FROM INDUSTRY PIONEERS
Phil Del Bello (FIELDGUIDE)
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1.0
FREE
October 30, 2024 1:00PM EDT
BRAND NEW COURSE!
USING TECHNOLOGY TO DELIVER EFFICIENCIES & ELEVATE YOUR TAX CLIENTS' EXPERIENCE
Al-Nesha Jones (ASE GROUP, LLC)
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1.5
FREE
October 30, 2024 1:00PM EDT
OPTIMIZE TAX PLANNING USING DEFINED BENEFIT PLANS
David Podell (BUSINESS BENEFITS CONSULTANTS)
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1.0
FREE
October 30, 2024 2:00PM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
October 30, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
October 30, 2024 3:00PM EDT
BRAND NEW COURSE!
FROM VISION TO VALUE: DEFINING YOUR CAS STRATEGY BEFORE PRICING
Kimberly Blascoe (CPA.COM)
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1.0
FREE
October 30, 2024 4:00PM EDT
DEALING WITH CLOSED EXAMS: TIPS FOR HELPING CLIENTS WHO IGNORED THE IRS
Catharine O'Connor (TAX MENTOR)
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1.0
FREE
October 30, 2024 5:00PM EDT
BRAND NEW COURSE!
COST SEGREGATION AUTOMATION USING SEGSTREAM SOFTWARE
Richard Bourgault (SEGSTREAM)
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1.0
FREE
October 30, 2024 5:00PM EDT
RETIREMENT PLANNING STRATEGIES: ROTH CONVERSIONS, TAX MODEL IMPACT, AND MORE
Rizek Housari (DIVERGENT WEALTH)
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1.5
$45.00
October 31, 2024 9:00AM EDT
BASICS OF FOREIGN TAX CREDITS
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
October 31, 2024 10:00AM EDT
ETHICS AND COMPLIANCE: ADAPTING TO THE NEW REALITY
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00

Member Resources

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Powered Path Program: Your Tool for Reflection, Planning, & Prioritization!
RaderCo
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$90.00
Become an Accountant Referral Partner
BILL
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Breaking Beliefs - Amy Vetter
The B3 Method Institute
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The SALTcast Podcast
Peisner Johnson & Company, LLP
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DWealth Muse
DWealth Education
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