CPE & Event Catalog
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Not-For-Profit Conference 2026 IN PERSON
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Bellevue
16.3 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Spokane Chapter Lunch and Learn Featuring TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
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Spokane
1.8 Credits
Microsoft 365 Copilot for CPA workflows.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
TechBytes: Microsoft 365 Copilot for CPA Firms. Practical AI You’ll Actually Use? IN PERSON
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Redmond
1.8 Credits
Examples include Copilot in Excel for workpapers, formula generation, trial balance cleanup, and anomaly spotting; Researcher for pulling together timely guidance on tax topics and client industries; Analyst for deeper financial analysis using Python, without needing to code; and Cowork for handling multi-step tasks across Microsoft 365, the web, and connected business workflows. We will also show practical uses in Outlook, Word, and Teams for drafting, summarizing, and turning notes into deliverables. We will close with why licensing matters, including the added capabilities, data safeguards, and data processing protections CPA firms should expect from any AI platform. You'll leave with practical use cases and a link to a downloadable best-practices guide.
Industry Cohort: Executive Presentations: How to Command the Room and Drive the Decision IN PERSON
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Bellevue
1.5 Credits
Closing the gap between the quality of your analysis and the impact it has in the room.
Industry Cohort: Effective Strategies for the Multi-Tasking Professional WEBCAST
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NONE
1.0 Credits
Coping with new responsibilites.
Industry Cohort: High-Stakes Work, Finite Capacity WEBCAST
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NONE
1.0 Credits
Addressing capacity not as a time management problem but as a strategic one.