Date
Course Title
Credits
Fee
Live CPE Webinars
May 16, 2024
9:00AM EDT
2024-05-16T13:00:00Z
BRAND NEW COURSE!
TODAY'S LEADERS 2.0: ELIMINATE EXCUSES LIMITING LEADERSHIP AND TEAM PERFORMANCE
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
1.0
FREE
May 16, 2024
10:00AM EDT
2024-05-16T14:00:00Z
THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler S. Clark (DREAM FIRMS)
Tyler S. Clark (DREAM FIRMS)
1.0
FREE
May 16, 2024
11:00AM EDT
2024-05-16T15:00:00Z
CHATGPT FOR CPAs: HOW PUBLIC ACCOUNTING FIRMS ARE INCREASING PROFITS WITH AI
Mark Wickersham (MARK WICKERSHAM FCA)
Mark Wickersham (MARK WICKERSHAM FCA)
1.5
FREE
May 16, 2024
12:30PM EDT
2024-05-16T16:30:00Z
2.0
$60.00
May 16, 2024
1:00PM EDT
2024-05-16T17:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 16, 2024
2:00PM EDT
2024-05-16T18:00:00Z
1.0
FREE
May 16, 2024
2:00PM EDT
2024-05-16T18:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 16, 2024
3:00PM EDT
2024-05-16T19:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 16, 2024
3:00PM EDT
2024-05-16T19:00:00Z
BRAND NEW COURSE!
AI ADOPTION IN FINANCE: STRATEGIES FOR REDUCING RISK AND INCREASING ROI
Rhonda Greene (AVIDXCHANGE, INC.)
Rhonda Greene (AVIDXCHANGE, INC.)
1.0
FREE
May 16, 2024
4:00PM EDT
2024-05-16T20:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 16, 2024
4:00PM EDT
2024-05-16T20:00:00Z
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
May 16, 2024
6:00PM EDT
2024-05-16T22:00:00Z
TRUSTED ADVISORS AND MENTAL HEALTH CONCERNS: MAKING THE CASE FOR CHANGE
Martin Shenkman (SHENKMAN LAW)
Martin Shenkman (SHENKMAN LAW)
1.0
FREE
May 17, 2024
9:00AM EDT
2024-05-17T13:00:00Z
BRAND NEW COURSE!
TAX UPDATES: TRUST MODIFICATION, BUY-SELL AGREEMENTS, FINANCING
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
2.0
$60.00
May 17, 2024
11:00AM EDT
2024-05-17T15:00:00Z
1.0
FREE
May 17, 2024
12:00PM EDT
2024-05-17T16:00:00Z
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler S. Clark (DREAM FIRMS)
Tyler S. Clark (DREAM FIRMS)
1.0
FREE
May 17, 2024
12:00PM EDT
2024-05-17T16:00:00Z
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
Larry Perry (CPA PRACTICE AIDS, LLC)
2.0
$60.00
May 17, 2024
1:00PM EDT
2024-05-17T17:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 17, 2024
2:00PM EDT
2024-05-17T18:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 17, 2024
2:00PM EDT
2024-05-17T18:00:00Z
GAIN EFFICIENCIES THROUGH A DIGITAL TAX WORKFLOW PROCESS
Mark McAndrew (WOLTERS KLUWER TAX & ACCOUNTING)
Mark McAndrew (WOLTERS KLUWER TAX & ACCOUNTING)
1.0
FREE
May 17, 2024
3:00PM EDT
2024-05-17T19:00:00Z
2.0
$60.00
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
May 10, 2025
1.0
$30.00
May 10, 2025
1.0
$30.00
May 8, 2025
2.0
$60.00
Publications
Publication Date
Name
Fee
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
May 14, 2024
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
1.0
FREE
May 14, 2024
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
FREE
May 14, 2024
THE VALUE SPECTRUM: YOUR FIRM'S PATHWAY TO AMPLIFY LOYALTY & GROWTH
Amy Franko (AMY FRANKO ASSOCIATES)
Amy Franko (AMY FRANKO ASSOCIATES)
1.0
FREE
May 14, 2024
1.0
FREE
May 14, 2024
1.0
FREE
