CPE Catalog & Events

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

*** Save 20% when you bundle all four Navigating the AI Frontier courses by using the code AI2025 at checkout *** Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. InstructorJohn H. Higgins, CPA.CITP, Higgins Advisory, LLC

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, and develop your ability to assess risk and materiality. Learn how AI can be used on engagements to enhance efficiency and quality. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

*** Save 15% on this event when you use the code SAVE15 at checkout *** AI doesn’t have to be scary — it can be your competitive edge. In this hands-on course, you’ll learn step-by-step how to harness AI to cut your tax research from hours to minutes, stay in control every step of the way, and develop the cutting-edge skills that boost your job security in an AI-driven world. Say goodbye to late-night “did I miss something?” panic. We’ll share proven tactics to build unshakeable confidence and wrap up on time — so you can focus on high-value advisory work and actually enjoy your evenings.

*** Save 15% on this event when you use the code SAVE15 at checkout *** This course helps accounting professionals transition from reactive, one-off client solutions to structured, scalable business advisory services. Attendees will learn how to identify what clients truly want, how to position and price advisory work, and how to leverage their existing client relationships to create recurring revenue opportunities. The session also covers common implementation barriers — like lack of time — and how to overcome them using systems and client conversation frameworks. Participants will leave equipped to stop doing “random acts of consulting” and start delivering impactful, profitable advisory services.

*** Save 15% on this event when you use the code SAVE15 at checkout ***Join us for Don Farmer's Federal Tax Update — an engaging and informative course that will keep you up-to-speed on the latest tax developments. Using a blend of humor and practical examples, we'll walk through the most significant new tax legislation and updates affecting individual, corporate and business income taxation.This course emphasizes the key changes that impact tax return preparation and planning. Whether you’re advising individuals, corporations or non-corporate businesses, you’ll leave with actionable insights and strategies to navigate the evolving tax landscape with confidence. It’s a relaxed, enjoyable way to stay current on tax law while sharpening your skills for the year ahead. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

*** Save 15% on this event when you use the code SAVE15 at checkout *** Artificial Intelligence has jumped to the forefront of technology, and perhaps no other technology receives as much attention as AI. Yet, most accounting and financial professionals struggle to take full advantage of the productivity gains that AI can provide. Change that paradigm by participating in K2’s Artificial Intelligence Conference!In this event, you will learn how to get started with the AI tools available today and the risks and benefits associated with AI. Further, you will discover some of the advanced options related to AI, including creating your own AI tools. And importantly, you will learn about various risks associated with using AI and how to mitigate those risks. If you’re seeking to improve your productivity and efficiency with AI – without compromising data security or privacy – this Conference is a “must-see” event!

*** Save 15% on this event when you use the code SUMMER15 at checkout ***In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. You will come away armed with the "big picture." Preparedness is half the battle, so do not miss this critical briefing.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

*** Save 15% on this event when you use the code SAVE15 at checkout *** This class examines the profit and loss statement and balance sheet issues that clients are likely to face. It is in two sessions: a Profit and Loss Statement session and a Balance Sheet session.  This session analyzes the profit and loss statement trends including profitability issues, gross margin, and productivity issues that clients face.  It helps CPA’s spot impending problems and what suggestions to give to clients to fix them before they become major crises. Attendees will use sample financial statements in the analysis process.

*** Save 15% on this event when you use the code SAVE15 at checkout *** This class examines the profit and loss statement and balance sheet issues that clients are likely to face. It is in two sessions: a Profit and Loss Statement session and a Balance Sheet session.  This session analyzes the balance sheet trends including liquidity issues (current ratio, acid test, and Accounts receivable to Accounts payable), debt, and usage (receivable days and inventory days).  It helps CPA’s spot impending cash and other balance sheet problems and what suggestions to give to clients to fix them before they become major crises. Attendees will use sample financial statements in the analysis process.

*** Save 15% on this event when you use the code SUMMER15 at checkout ***In this contemporary continuing education course, CPAs will embark on a journey into the world of blockchain, Bitcoin, and other digital assets. As the financial landscape is revolutionized by these emerging technologies and asset classes, it is imperative for accounting professionals to stay abreast of the latest developments. Participants will gain a foundational understanding of the operation of blockchain technology, the mechanics behind Bitcoin transactions and its value creation, and the broader universe of digital assets. More crucially, the course will explore the current guidelines, challenges, and best practices associated with the accounting and reporting of these assets, ensuring that CPAs are equipped to navigate the complexities of digital asset management in line with prevailing standards and regulations. Embrace the future of finance by mastering the accounting intricacies of this digital frontier.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Empower your career with the Women’s Leadership Series, a dynamic webinar series focusing on female empowerment. Gain insights from industry leaders, develop essential leadership skills and connect with a supportive community of professionals dedicated to advancing women in accounting. Whether you're an emerging leader, seasoned executive or an ally advocating for inclusivity, this series will provide the tools, strategies and inspiration to help you thrive. Don't miss this opportunity to invest in your growth and shape the future of leadership in the profession!

*** Save 20% when you bundle all four Navigating the AI Frontier courses by using the code AI2025 at checkout *** Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services.  InstructorJohn H. Higgins, CPA.CITP, Higgins Advisory, LLC

*** Save 15% on this event when you use the code SAVE15 at checkout *** The 20% QBID can be a game-changer for your clients — if you know how to make the most of it. In part one of a two-part seminar, we’ll take a deep dive into the ground rules of §199A and break down the tax planning moves that can help you maximize this valuable deduction. You’ll walk away with clear strategies you can put into action, making sure your clients get every dollar they’re entitled to.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Get a comprehensive, no-fluff breakdown of the §199A QBID. Review the ground rules you need to know and get practical, real-world tax planning strategies to help your clients get the full 20% deduction they deserve. If you’re ready to turn this complex provision into a powerful tax-saving tool, this is the seminar for you.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Virtually all accounting and financial professionals use Excel but, unfortunately, most don’t use it as efficiently and effectively as they could or should. If you’re ready to elevate your Excel skills, plan today to participate in this special 8-hour conference designed to help you work better with Excel.In this event, you will go well beyond simple functions such as SUM to learn how you can take full advantage of many key features in Excel. Included in the discussion are newer functions and features such as LAMBDA, PIVOTBY, and XLOOKUP. You will also learn various tips for improving productivity and security when working with Excel. And you will learn best practices for working with PivotTables. You don’t want to miss this special opportunity to learn better ways for working with Excel!

*** Save 20% when you bundle all four Navigating the AI Frontier courses by using the code AI2025 at checkout *** Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. InstructorJohn H. Higgins, CPA.CITP, Higgins Advisory, LLC

*** Save 15% on this event when you use the code SAVE15 at checkout ***Join us for Don Farmer's Federal Tax Update — an engaging and informative course that will keep you up-to-speed on the latest tax developments. Using a blend of humor and practical examples, we'll walk through the most significant new tax legislation and updates affecting individual, corporate and business income taxation.This course emphasizes the key changes that impact tax return preparation and planning. Whether you’re advising individuals, corporations or non-corporate businesses, you’ll leave with actionable insights and strategies to navigate the evolving tax landscape with confidence. It’s a relaxed, enjoyable way to stay current on tax law while sharpening your skills for the year ahead. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. The Level V course highlights leadership skills and situations that are common for managers and senior managers of organizations. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.