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Events

AI for Accountants: Practical Applications - 12/15/2026 - Live Stream
This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices.  Participants explore how small and mid-size firms are using these tools to improve...
Advanced Management and Leadership Essentials (Condensed) - 12/15/2026 - Live Stream
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching &...
Tech Summit Series: An Accountant's Guide to Databases, Integration, and Data Sharing (NEW) - 12/15/2026 - Live Stream
Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us know how it can be effectively leveraged. There are many new opportunities for people who can...
The Mindful CPA - 12/16/2026 - Live Stream
In today’s world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home.  Mindfulness is an easy and effective tool to...
K2's Next Generation Excel Reporting - 12/17/2026 - Live Stream
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful...
Basis Calculations and Distributions for Pass-Thru Entity - 12/17/2026 - Live Stream
This comprehensive case-driven training is designed to quickly get the accountant up to speed on basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability...
Agentic AI for CPAs: Automate Workflows with Intelligence (NEW) - 12/18/2026 - Live Stream
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your...
Pat Garverick's Federal Tax Update: Individual and Business - 12/18/2026 - Live Stream
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners,...
Improving Productivity with Microsoft 365/Office 365 Cloud Applications (NEW) - 12/21/2026 - Live Stream
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams,...
Staff Tax Training: Individuals (Form 1040) - 12/21/2026 - Live Stream
 

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