CPE Catalog & Events

You will learn market-driven approaches that involve you analysing your organisation's customers and determining a pricing strategy that delivers your profit goals.

The accounting profession is undergoing unprecedented change. Talent shortages, artificial intelligence, evolving client expectations, and accelerating industry consolidation are forcing CPA firm leaders to rethink how they grow, serve clients, and preserve long-term independence. This certificate provides a practical roadmap for navigating that transformation. Participants will learn how to develop differentiated, high-value service lines, improve operational efficiency, leverage automation and ethical digital marketing, and implement strategic growth plans that increase capacity, profitability, and enterprise value. The program also explores fractional leadership models, scalable staffing strategies, and proven approaches for strengthening client and referral relationships without sacrificing ownership or firm culture. Through six interconnected growth disciplines, participants will gain actionable frameworks to build resilient, future-ready firms that can attract talent, expand advisory services, and thrive in an increasingly competitive marketplace.

The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This 4-hour intensive course dives into Data Analysis Expressions (DAX) to help you build and validate powerful metrics in Power BI. Starting with DAX fundamentals and progressing to advanced formulas and time-intelligence functions, you'll learn how to create accurate, insightful measures. Through hands-on practice with PivotTables and real-world scenarios, you'll gain the skills to validate calculations, streamline analysis, and make confident data-driven decisions.

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience.

CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations.

Improve your critical thinking in data analytics skills to diagnose problems with ease, make better data-driven decisions, and identify effective solutions.

Improve your critical thinking skills in order to diagnose problems with ease, make better decisions, and identify effective solutions.

Your brand isn't just a logo—it's your identity. It's how your firm shows up, what it stands for, and why clients remember you. In this practical session, you'll learn how to define and elevate your brand in a way that feels real, relevant, and magnetic to your ideal audience. Through real-world examples and proven strategies, you'll uncover what truly sets your firm apart—and how to use that to attract the right clients, communicate your value, and stand out in a crowded market. Whether you're just starting to think about branding or ready to take it to the next level, this session will give you the clarity and confidence to own your story. You'll learn how to: Discover and refine what makes your firm different Build messaging that reflects your values and resonates with clients Create an authentic brand experience across every touchpoint Attract the right prospects and keep them engaged Perfect for CPAs looking to build a brand that's not just seen—but remembered. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.

Specialized tax incentives can unlock significant value when applied correctly. In this course, Randy Crabtree, co-founder of Tri-Merit Specialty Tax, shares practical insights into key credits, deductions, and depreciation rules. Participants will evaluate eligibility requirements, stay current on legislative updates, and explore planning considerations tied to energy efficiency, research activities, and refundable tax credits.

Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business. Develop your skills Customer value management cycle Customer segmentation Customer lifetime value Customer profitability analysis Customer portfolios BCG Matrix

Led by industry experts, a series of courses that cover the CVFI body of knowledge and the Financial Instruments Performance Framework.

In this course, you'll deepen your understanding of core cybersecurity principles, risks, and threats—and see why a strong, executive-led cybersecurity program is vital for nonprofits. Discover why NFPs can face even greater cybersecurity challenges than for-profits, and learn how to strengthen your organization's cybersecurity maturity with proven frameworks. As cyber incidents become more common, you'll also gain practical best practices for response and recovery, including how to build an effective incident response plan. Your presenters — cybersecurity experts from SingerLewak's Business Informatics practice — draw on decades of experience in cybersecurity, information systems, internal controls, and incident response. This session was recorded on May 29, 2025 for CalCPA's Not-for-Profit Organizations Conference.

This certificate program will cover several cybersecurity topics to help you gain an understanding of the importance and impact of cybersecurity risks on your organization or client, including an introduction to AICPA's cybersecurity risk management re

Protects against threats like phishing and ransomware through encryption, MFA, and compliance. Strong defenses, incident response, and secure practices ensure data protection and business continuity.

Learn about the latest Cyber threats facing CPA and Governmental agencies with specific examples of recent breach incidents. Gain an understanding of specific offensive and defensive measures an organization can take to increase their cybersecurity posture.  This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 24, 2024.

This certificate program equips CPAs and financial professionals with a structured learning path through the three stages of data analytics—descriptive, predictive, and prescriptive. Each course builds on the last, ensuring you gain both foundational knowledge and advanced skills to transform data into actionable insights that drive smarter financial decisions. You'll begin with Descriptive Analytics, learning how to evaluate analytics maturity and apply techniques such as text mining, clustering, and outlier detection to uncover patterns and anomalies. Next, you'll advance to Predictive Analytics, where you will apply forecasting methods and modeling techniques—including statistical forecasting and CART trees—to anticipate future outcomes such as staffing needs, revenue trends, and market segmentation. Finally, you complete the journey with Prescriptive Analytics, focusing on optimization strategies to recommend the best course of action. You'll solve decision problems involving capital investment and inventory management, gaining hands-on experience in applying prescriptive methods to real-world financial challenges. By completing this certificate, you'll move through the full analytics lifecycle, developing the ability to benchmark analytics capabilities, forecast with confidence, and optimize decisions for greater business value.

Improve decision making with data visualization and BI tools, enhancing financial analysis beyond spreadsheets. Understand how AI plugins & data integration optimize forecasting, budgeting, and real-time reporting.