CPE Catalog & Events

*** Save 15% on this event when you use the code SAVE15 at checkout *** As AI moves from experimental technology to a core pillar of the accounting profession, CPAs must navigate a complex landscape of new professional standards and ethical responsibilities. This session provides a comprehensive update on the 2026 regulatory environment, including the latest AI-specific guidance from the AICPA and oversight observations from the PCAOB. We will explore the practitioner’s role in managing data sovereignty, mitigating algorithmic risks, and maintaining professional skepticism in an automated world. Participants will discuss strategic frameworks for bridging the talent gap through AI-augmented workflows and learn to lead firm-wide adoption that prioritizes both innovation and ethics.

*** Save 15% on this event when you use the code SAVE15 at checkout *** In a market saturated with "AI-powered" solutions, the modern CPA must distinguish between generic productivity tools and "audit-ready" platforms. This session provides a comparative analysis of the leading AI ecosystems available to the profession, ranging from specialized research assistants to enterprise-grade audit and tax platforms. We will evaluate the strengths and limitations of both broad-market AI giants and specialized tools developed specifically for accounting and financial reporting. Attendees will learn how to architect a high-performance "AI Tech Stack" for their firm, focusing on tools that offer verified citations, secure data handling, and direct integration into existing professional workflows.

*** Save 15% on this event when you use the code SAVE15 at checkout *** The next evolution of accounting productivity lies in the shift from simple chatbots to autonomous "AI Agents." This session explores the practical application of agentic workflows in day-to-day practice, focusing on multi-step automation for tax, audit, and advisory services. We will delve into advanced prompting techniques and framework-driven automation that allows CPAs to delegate routine tasks—such as data vouching, anomaly detection, and client communications—while maintaining essential "Human-in-the-Loop" controls. Participants will discover how to design custom AI workflows that reclaim significant billable hours and transform the CPA's role from data processor to strategic supervisor.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Theory meets practice in this immersive, hands-on lab designed for immediate implementation. Participants will move through a series of practical exercises simulating the setup and usage of AI-driven research and production tools in a professional environment. We will cover the mechanics of secure document analysis, the proper documentation of AI-assisted workpapers to meet supervision standards, and the deployment of firm-specific AI assistants. This session focuses on the "how-to" of AI integration, providing attendees with a tangible library of prompts and a step-by-step action plan to initiate or scale AI usage within their practice the very next day.

*** 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.

*** 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 *** The traditional manual cycle of exporting, cleaning, and formatting reports is a significant drain on professional productivity. This session demonstrates how to transform this process by integrating Excel's Power Query with the analytical power of ChatGPT. We will explore the "Extract, Transform, Load" (ETL) lifecycle, showing how to create repeatable, one-click reporting workflows that handle messy data with ease. Participants will learn advanced techniques for using AI to write complex M code and DAX formulas, automate variance analysis narratives, and bridge the gap between disparate data sources. Attendees will leave with a practical framework for building "self-healing" reports that scale with their firm's needs, turning hours of manual labor into seconds of automated processing.

*** Save 15% on this event when you use the code SAVE15 at checkout *** In 2026, cash forecasting has evolved from a backward-looking "gut feel" exercise to a forward-looking predictive science. This session explores how AI-driven tools are reshaping treasury management by identifying hidden patterns in historical data and real-time transactional flows. We will discuss the transition from static spreadsheet models to dynamic, intelligent forecasts that incorporate macroeconomic indicators and customer payment behaviors. Participants will evaluate various AI forecasting methodologies—including the rise of "Agentic AI" for autonomous scenario planning—and learn how to perform automated variance analysis to understand the "why" behind cash fluctuations. The session provides a roadmap for implementing AI-enhanced liquidity strategies that improve forecast accuracy, reduce idle cash, and support more confident strategic decision-making.

*** 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.

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** Session Details Coming Soon - Stay Tuned!

*** Save 15% on this event when you use the code SAVE15 at checkout *** Partnership taxation remains one of the most complex and high-risk areas of federal tax compliance. From basis calculations and allocation rules to disguised sales, debt allocations, and partnership audit exposure, even experienced CPAs can encounter technical pitfalls that create significant financial and professional risk.This two-hour program examines the top 10 partnership tax issues most frequently encountered in practice. Designed specifically for CPAs advising partnerships and partners, the course provides practical guidance to identify, analyze, and avoid common compliance errors under Subchapter K. Through real-world examples and application of current tax law, participants will strengthen their technical proficiency and improve the quality of client advisory services. 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 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.

*** 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 *** As AI moves from experimental technology to a core pillar of the accounting profession, CPAs must navigate a complex landscape of new professional standards and ethical responsibilities. This session provides a comprehensive update on the 2026 regulatory environment, including the latest AI-specific guidance from the AICPA and oversight observations from the PCAOB. We will explore the practitioner’s role in managing data sovereignty, mitigating algorithmic risks, and maintaining professional skepticism in an automated world. Participants will discuss strategic frameworks for bridging the talent gap through AI-augmented workflows and learn to lead firm-wide adoption that prioritizes both innovation and ethics.

*** Save 15% on this event when you use the code SAVE15 at checkout *** In a market saturated with "AI-powered" solutions, the modern CPA must distinguish between generic productivity tools and "audit-ready" platforms. This session provides a comparative analysis of the leading AI ecosystems available to the profession, ranging from specialized research assistants to enterprise-grade audit and tax platforms. We will evaluate the strengths and limitations of both broad-market AI giants and specialized tools developed specifically for accounting and financial reporting. Attendees will learn how to architect a high-performance "AI Tech Stack" for their firm, focusing on tools that offer verified citations, secure data handling, and direct integration into existing professional workflows.

*** Save 15% on this event when you use the code SAVE15 at checkout *** The next evolution of accounting productivity lies in the shift from simple chatbots to autonomous "AI Agents." This session explores the practical application of agentic workflows in day-to-day practice, focusing on multi-step automation for tax, audit, and advisory services. We will delve into advanced prompting techniques and framework-driven automation that allows CPAs to delegate routine tasks—such as data vouching, anomaly detection, and client communications—while maintaining essential "Human-in-the-Loop" controls. Participants will discover how to design custom AI workflows that reclaim significant billable hours and transform the CPA's role from data processor to strategic supervisor.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Theory meets practice in this immersive, hands-on lab designed for immediate implementation. Participants will move through a series of practical exercises simulating the setup and usage of AI-driven research and production tools in a professional environment. We will cover the mechanics of secure document analysis, the proper documentation of AI-assisted workpapers to meet supervision standards, and the deployment of firm-specific AI assistants. This session focuses on the "how-to" of AI integration, providing attendees with a tangible library of prompts and a step-by-step action plan to initiate or scale AI usage within their practice the very next day.

*** 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.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. 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.