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Live CPE Webinars

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March 19, 2025 4:00PM EDT
LIFE INSURANCE PLANNING IN 2025: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE
March 20, 2025 9:00AM 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
March 20, 2025 12:00PM EDT
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
March 20, 2025 1:00PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
March 20, 2025 2:00PM EDT
CLIENT ADVISORY SERVICES: EXPERT INSIGHTS AND FUTURE TRENDS
Amy Franko (AMY FRANKO ASSOCIATES)
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1.0
FREE
March 20, 2025 3:00PM EDT
BRAND NEW COURSE!
THE CANNABIS FIRM JOURNEY PART 2: SERVICE OFFERINGS AND FIRM GROWTH
Andrew Hunzicker, CPA (DOPE CFO)
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1.0
FREE
March 20, 2025 3:00PM EDT
FROM CPA TO CFO: ADVISORY SERVICE STRATEGIES FOR TAX PROFESSIONALS
Lacey Harnar (THE CFO PROJECT)
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1.0
FREE
March 21, 2025 10:00AM EDT
U.S. EXPATRIATE TAXATION
Katrina Haynes, CPA (HAYNES GLOBAL TAX EXPERTS LLC)
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1.0
FREE
March 21, 2025 10:30AM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
March 21, 2025 11:00AM EDT
TAX ETHICS AND BEST PRACTICES
Roby Sawyers (ROBY SAWYERS, CPA, PHD, PROFESSOR OF ACCOUNTING)
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2.0
$60.00
March 21, 2025 4:00PM EDT
STREAMLINE YEAR-END CLOSE WITH QUICKBOOKS ONLINE AND QBOA
Mariette Martinez (MASTERYOURBOOKS LEARNING CENTER)
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1.0
FREE
March 24, 2025 10:00AM EDT
BRAND NEW COURSE!
RECLAIM YOUR FOCUS: DEFEAT DISTRACTIONS FOR PEAK PERFORMANCE
Marcey Rader CSP (RADERCO)
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1.0
FREE
March 24, 2025 11:00AM EDT
USE OF FRAUD DATA ANALYTICS TO UNCOVER FRAUD SCHEMES IN CORE BUSINESS SYSTEMS
Leonard Vona (LEONARD W. VONA, FRAUD AUDITING, INC.)
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1.0
FREE
March 24, 2025 5:00PM EDT
ROTH CONVERSIONS: STRATEGIES FOR NAVIGATING 2025 TAX CHANGES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
March 25, 2025 10:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
March 25, 2025 1:00PM EDT
SCALING CLIENT ADVISORY SERVICES: THE CRITICAL ROLE OF SCOPE
Will Hill (WILL HILL CONSULTS)
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1.0
FREE
March 25, 2025 4:00PM EDT
NEW MARKETS TAX CREDIT PROGRAM FUNDING FOR NON-PROFITS
Neely Duncan, CPA, CFE (FORVIS MAZARS)
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1.5
FREE
March 25, 2025 7:00PM EDT
LIVE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
March 26, 2025 10:30AM 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
March 26, 2025 10:30AM EDT
CHATGPT FOR CPAs: HOW PUBLIC ACCOUNTING FIRMS ARE INCREASING PROFITS WITH AI
Mark Wickersham (MARK WICKERSHAM FCA)
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1.5
FREE

Member Resources

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Accounting Today Podcast
Accounting Today
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Become an Accountant Referral Partner
BILL
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Simply Tax Podcast
Forvis Mazars
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Capstan Live
Capstan Tax Strategies
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DM Disruption Podcast
The Designated Motivator
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