CPE Catalog & Events

Stay up to date on key federal and California tax changes shaping today's family law landscape. This session highlights recent income and reporting updates, California tax considerations for alimony, and a practical refresher on Family Code § 4055, with insights into how these developments impact divorce and support matters. The topics covered include the One Big Beautiful Bill income changes, the Secure 2.0 Act, California taxes related to alimony, the 1099 threshold changes, and a refresher on Family Code § 4055. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

The third in a four-part series takes a deeper dive into the keys to becoming an effective leader. You'll understand the components of self-awareness—understanding who you are, how others perceive you, and how to course-correct when necessary. We'll also cover the ability to effectively communicate and influence others, how to drive achievement and results and learn about the willingness and the ability to develop others.

Second in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness—understanding who you are, how others perceive you and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Identify your reactive leadership tendencies and how they show up, especially under pressure. Recognize what is driving your desire to be liked and where you're giving away your power. Learn the importance of building trust and relationships with team members and develop tools to get started. Learn steps to gain influence with your team to generate results.

Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness—knowing who you are, how others perceive you, and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally.

Organizations try to stay successful in the expansion of operations. To do this, business models must adapt as part of the business growth strategy. In this course, you will learn how to use Porter's diamond models to analyze global growth strategies and select the best action plan to implement them.

Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Learn to compete when will be measured by value, contribution, impact and sustainability.

First-time supervisors face unique challenges as they transition to management. This course will give new supervisors, managers, and leaders the skills and understanding needed to successfully navigate the transition.

Good performers can become bad performers, and bad performers get comfortable and stay. This presentation is a fast-paced look at some clever and aggressive new engagement and retention processes that are both effective and legally compliant, mixing fr

Most "Generational" discussions focus on the differences of discrete groups within our population, and the result can be somewhat divisive, learn to focus on communication methods to bridge the gaps.

This practical course demystifies revenue recognition for nonprofits. You'll learn how to confidently distinguish between exchange transactions and contributions, master the five-step process for recognizing exchange transactions, and get clear guidance on accounting for contributions. Real-world examples will help you apply these principles with ease and accuracy. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

This course equips you with practical strategies to boost your organization's resilience by pinpointing, assessing, and minimizing operational risks. You'll dive into six critical risk areas—from processes and people to technology and compliance—and explore real-world case studies, proven internal controls, and tools to build a strong risk-aware culture. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

You'll establish an understanding of the unique aspects of accounting, financial reporting, governance, and tax compliance issues that apply to NFPs. Part of the Not-for-Profit Certificate I Program.

You'll set yourself apart with this comprehensive program that covers the essentials of not-for-profit financial management, including accounting and financial reporting, tax compliance, governance and assurance. This 40-hour CPE program offers an affo

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on the key not-for-profit issues in accounting and financial reporting.

Part of the Not-for-Profit Certificate I Program, this track will provide a foundation in board governance, auditing and financial oversight of NFPs with a focus on governance practices, risk management, internal control, audit planning and preparation

Complexities of not-for-profit accounting & financial reporting, governance & assurance, and tax are decoded to help exhibit your leadership and bolster your skills in the field with the NFP II certificate.

You'll develop the financial reporting skills needed to prepare, consolidate, and analyze not-for-profit financial statements. Part of the Not-for-Profit Certificate II Program.

Governance and assurance skills will be honed through dynamic learning activities related to mission, strategy, budgeting, ethics, performance and risk. Part of the Not-for-Profit Certificate II Program.

Tax compliance considerations and heavily scrutinized sections of Form 990 are examined for practitioners looking to elevate their NFP tax knowledge. Part of the Not-for-Profit Certificate II Program.

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on key tax and compliance requirements for tax-exempt, not-for-profit entities.