CPE Catalog & Events

*** Save 15% on this event when you use the code SAVE15 at checkout ***For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application in preparing financial statements using common special purpose frameworks such as tax basis and cash or modified cash basis financial statements. You will learn the unique measurement and disclosure requirements of various Special Purpose Framework (SPF) options using example financial statements and illustrative disclosures. The course also includes common practice issues encountered when preparing SPF financial statements, including disclosure and reporting requirements. We will also review recent updates to both audit and SSARS standards that impact engagements performed on SPF financial statements.  

*** 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. The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed.In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that impact planning and compliance. We’ll focus on the developments that matter most when preparing returns and advising clients. With clear explanations and practical insights, this session will help you stay current, spot planning opportunities and head into the 2026 filing season prepared and confident. 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 *** In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that impact planning and compliance. We’ll focus on the developments that matter most when preparing returns and advising clients. 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 ***This course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEAS© approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***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 engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***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 & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

*** Save 15% on this event when you use the code SAVE15 at checkout *** With clear explanations and practical insights, this session will help you stay current, spot planning opportunities and head into the 2026 filing season prepared and confident. 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

To celebrate our members, we’re offering our December Corporate Finance Series at no cost to FICPA members! Join us Wednesday, December 16 for From Prompting to Designing a Reproducible Accounting Framework and earn 4 hours of FREE CPE.   Take advantage of this member-exclusive opportunity to build practical, real-world skills for using AI more effectively in accounting and finance. Most people in this room will spend far more time reviewing and approving AI-assisted work than building it themselves — though plenty build workflows of their own too, for their own review and analysis work, or to hand off to a team. Either way, the moments this session is built for are the same: approving a workflow someone else built, getting pulled in when something that used to run fine suddenly isn't, or fielding a request to skip a safety step because someone's in a hurry — your own request to yourself included. This session gives you the judgment for exactly those moments — supporting, debugging, and guiding a workflow, whether it's a team member's or your own, without becoming the bottleneck and without waving through something you don't understand.The session opens by running a complete accounting workflow (ONBOARD) start to finish, live, and naming every element as it appears on screen — this is the workspace, this is the file that governs the assistant, this is the evidence trail. It briefly locates that framework against COSO's internal control model before moving on, so the session opens with a recognized standard underneath it rather than an invented one. The next three hours take those elements apart one at a time: what data may safely reach a tool, what an executive is authorizing when they approve an agent file, why a number can disagree between two systems, how to tell whether the script that ran is the script that was approved, and how to classify a claim as fully supported, partially supported, or unsupported.Most blocks keep their hands-on element as a decision rather than a keystroke — sort and defend real tasks, classify data fields, diagnose a broken join, read a script against a checklist — with one deliberate exception early on where participants actually type. Since this is a fully online session, exercises run as individual work followed by a poll or open group discussion, rather than small-group table work. "We’re excited to announce a marketing partnership with the CFO Leadership Council. We are inviting their members to join us for our December Corporate Finance Series session, and they are extending a discounted rate to their conference, FATE 2026 — the Finance & Accounting Technology Expo, happening November 18–19 in NYC. Register here for 50% off and use code: FICPA50."  

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***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 help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** In this session, we move past the "what" of Artificial Intelligence and dive into the "how." Designed specifically for senior financial leadership, this course provides a transparent look at the current AI landscape through live demonstrations and tool comparisons. We will explore the evolution of the primary LLMs and how to build a personalized AI toolkit that addresses the unique security and precision requirements of the finance office.Attendees will witness real-time workflows for financial analysis, report generation, and data visualization. By focusing on a "demo-first" approach, we will peel back the curtain on AI implementation, showing exactly how to get started, how to refine outputs, and how to avoid common pitfalls in professional deployment.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Artificial intelligence (AI) is rapidly changing the way tax professionals work, creating new opportunities to increase efficiency, enhance the quality of client service, and expand advisory capabilities. This course explores the practical application of AI technologies within the tax function, including workflow automation, tax research, data analysis, document review, client communications and compliance processes. Participants will learn how AI-enabled tools can streamline routine tasks, reduce manual effort, and improve the accuracy and consistency of tax deliverables. The course also examines how firms and finance departments can leverage AI-generated insights to move beyond compliance-focused engagements and deliver higher-value strategic advisory services. In addition, attendees will discuss governance, risk management, ethical considerations, data security and professional responsibilities associated with the use of AI in tax practice. Through real-world examples and practical use cases, participants will gain a framework for evaluating, implementing and governing AI solutions while positioning themselves and their organizations for the future of tax and finance.   Speaker Bios: Jason Dinesen, Dinesen Media Ventures, LLC Jason Dinesen, EA is a tax practitioner and long-time presenter of continuing education courses. Jason’s experience includes extensive tax preparation background in individual income taxes, and tax situations for small businesses in Dinesen Tax & Accounting, P.C., and now Dinesen Tax Advisory, LLC. Jason is an Iowa native and was president of the Iowa Society of Enrolled Agents from 2011–2017. He currently teaches on dozens of tax topics and also teaches Special Enrollment Exam (aka “the Enrolled Agent exam”) review, as well as review courses for AFTR and California CTEC. He has also been an adjunct instructor at Simpson College in Indianola, Iowa, where, through 2022, he taught individual income tax and intro to business analytics.    

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. 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 *** A partner's tax basis is one of the most important and frequently misunderstood concepts in partnership taxation. Accurate basis calculations are essential for determining the tax treatment of contributions, distributions, loss deductions, debt allocations, and the disposition of a partnership interest. This course provides a practical introduction to the rules governing a partner's outside basis and the impact of partnership activities on basis adjustments throughout the life cycle of a partnership investment. Participants will learn how to calculate initial and adjusted basis in a partnership interest, including the effects of capital contributions, allocated income and losses, partnership liabilities, and cash and property distributions. The course also explores the relationship between partner basis and partnership-level activities, helping attendees understand the limitations on loss deductions and the reporting requirements associated with partnership ownership. Through examples and case studies, participants will develop the skills needed to accurately determine partner basis, identify common calculation errors, and apply basis rules in a variety of tax planning and compliance situations.

*** Save 15% on this event when you use the code SAVE15 at checkout *** S corporation tax returns present recurring technical and compliance challenges that can expose shareholders and practitioners to costly errors. From basis limitations and shareholder distributions to reasonable compensation and built-in gains tax, small missteps can result in significant tax adjustments, penalties, and IRS scrutiny.This focused 2-hour program examines the ten most common S corporation return issues encountered by practitioners and provides practical guidance on how to identify, prevent, and correct them. Participants will review shareholder basis calculations, loss limitations, compensation requirements, eligibility rules, and reporting pitfalls frequently identified during IRS examinations.Through real-world examples and case-based discussion, attendees will gain actionable strategies to improve accuracy, strengthen documentation, and reduce audit risk in S corporation engagements. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Intermediate 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 ***This course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEAS© approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***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 engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***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 & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

*** 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. The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed.In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that impact planning and compliance. We’ll focus on the developments that matter most when preparing returns and advising clients. With clear explanations and practical insights, this session will help you stay current, spot planning opportunities and head into the 2026 filing season prepared and confident. 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 ***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 help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.

*** Save 15% on this event when you use the code SAVE15 at checkout *** This course can act as an introduction to sales and use tax for those wishing to learn but also be sophisticated enough to act as a refresher for even the most seasoned sales and use tax veteran. The course will discuss general transactions subject to sales and use tax. An update concerning statutory changes are a must to properly guide clients. It is critical for practitioners to understand the criminal and civil penalties at risk when a business collects (or does not collect) sales tax, not just for the business owner but also against the practitioner.This course also provides attendees with a timeline of what happens during (and after) a Florida sales and use tax audit. The course will cover significant milestones to ensure the client's rights are adequately protected. The attendee will learn when (and how) to formally disagree with the audit findings, as doing so at the wrong time can cause the client to lose any chance at an appeal. Furthermore, the course discusses what occurs during an informal audit protest as well as a formal audit protest.