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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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April 21, 2025 9:00 AM EDT
PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
April 21, 2025 11:00 AM EDT
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
April 21, 2025 11:00 AM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler Clark (DREAM FIRMS)
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1.0
FREE
April 21, 2025 12:00 PM EDT
PRICE: THE SMARTEST WAY TO GROW YOUR FIRM
Jennie Moore (IGNITION)
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1.0
FREE
April 21, 2025 2:00 PM EDT
BRAND NEW COURSE!
TURNING 1040 INEFFICIENCIES INTO OPPORTUNITIES WITH INTEGRATED TECH ADOPTION
Dan Kolleth (THOMSON REUTERS)
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1.0
FREE
April 21, 2025 2:00 PM EDT
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
April 21, 2025 3:00 PM EDT
USE THE IRS TO GET THE IRS OUT OF YOUR RETIREMENT
Mary Read CPC, CPFA, QPA (ELIMINATE HIDDEN FEES)
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1.0
FREE
April 21, 2025 4:00 PM EDT
BRAND NEW COURSE!
FINANCIAL PLANNING FOR SPECIAL NEEDS: UNIQUE SCENARIOS AND CARE STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 22, 2025 9:00 AM EDT
FINANCIAL AND ORGANIZATIONAL PLANNING FOR BUSINESSES: ENSURING A BRIGHT FUTURE
Lisa Hutter (IRONOAK WEALTH)
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1.0
FREE
April 22, 2025 10:00 AM EDT
HOW NON-TECHY ACCOUNTANTS PROTECT THEIR DATA WITHOUT BREAKING THE BUDGET
Adam Meyer (QUANTUM CYBERSECURITY AND INVESTIGATIONS, INC.)
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1.0
FREE
April 22, 2025 10:00 AM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
April 22, 2025 11:00 AM EDT
THE BASICS OF NOT-FOR-PROFIT (NFP) FINANCIALS
Alexander Buchholz (PKF O'CONNOR DAVIES LLP)
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1.0
FREE
April 22, 2025 12:00 PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
April 22, 2025 12:00 PM EDT
BRAND NEW COURSE!
EXIT PLANNING: MEASURING AND MANAGING RISK
John Leonetti, Esq., M.S. Finance, CFP, CM&AA, Certified Business Exit Consultant (INTERNATIONAL EXIT PLANNING ASSOCIATION)
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1.0
FREE
April 22, 2025 12:00 PM EDT
BRAND NEW COURSE!
BUILD YOUR MOST EFFICIENT FIRM WITH INTUIT PROCONNECT TAX AUTOMATION & INSIGHTS
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
April 22, 2025 1:00 PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
April 22, 2025 2:00 PM EDT
TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH DRAKE SOFTWARE
Bethany Virga (DRAKE SOFTWARE)
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1.0
FREE
April 22, 2025 3:00 PM EDT
UNLOCKING FIRM INTELLIGENCE: EMBEDDING INTELLIGENCE IN EVERY ASPECT OF THE FIRM
Erin Leckie (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
April 22, 2025 3:00 PM EDT
TAX AUTOMATION: THE LATEST TOOLS & PROCESSES YOU NEED TO KNOW
Danielle Esper (THOMSON REUTERS)
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1.0
FREE
April 22, 2025 4:00 PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE

Member Resources

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Breaking Beliefs - Amy Vetter
The B3 Method Institute
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Thrivecast - Thriveal
Thriveal CPA Network
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The Value Pricing Podcast
Mark Wickersham FCA
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Build Value By Choice Podcast
Infinite Horizons
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Current Federal Tax Developments
Kaplan Financial Education
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