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Events

The Complete Trust Workshop (IRS)(CFP) - 7/15/2026 - Live Stream
The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements - 7/15/2026 - Live Stream
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement.  This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet...
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (YB) - 7/16/2026 - Live Stream
Practitioners who provide non-audit services must balance complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. Examine many case...
Human Leadership in an AI-World (NEW) - 7/16/2026 - Live Stream
“AI won’t take your job. But, AI will take parts of your job. And if you don’t learn to do theparticularly human things that AI will never do, then, you may in fact be without a job.” -Kassi Rushing"Human Leadership in an AI World" workshop is...
Accounting and Auditing for Cryptocurrency - 7/17/2026 - Live Stream
Cryptocurrency continues to evolve rapidly, bringing new accounting and auditing considerations for CPAs and auditors. This course provides a practical overview of the accounting and auditing issues associated with cryptocurrency, with an...
Forensic Accounting: Fraud Investigations - 7/17/2026 - Live Stream
Forensic accounting has been a rapidly growing part of the accounting profession. The rapid expansion of technology, growth in various business and industry sectors, and the rise and increase in complexity of white-collar crimes contribute to...
Connect, Transform, and Analyze Data Like a Pro with Power Query (NEW) - 7/20/2026 - Live Stream
In today's data-driven environment, financial professionals are expected not only to analyze numbers but to transform them into actionable insights. This course offers a deep dive into the practical applications of Power Query in both Excel and...
2026 Annual Estate Planning Conference - 7/20/2026 - Greensboro
The hotel room block is sold out, however, we recommend that you contact the hotel directly to be added to the wait list.  If rooms become available at the hotel, they will reach out to you directly.  The Ritz-Carlton Reynolds, Lake...
Common Deficiencies in Employee Benefit Plan Audits (NEW) - 7/21/2026 - Live Stream
Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and...
Transforming Accounting with AI: Practical Insights and Applications - 7/21/2026 - Live Stream
Receive the latest insights and practical knowledge on integrating artificial intelligence (AI) in accounting. With a focus on real-world applications and ethical considerations, equip yourself with the skills necessary to leverage AI for...

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