CPE Catalog & Events

Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.

Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.

Examine valuation techniques for private and public entities of all sizes and types of industries from the perspective of a Wall Street analyst. Gain valuation skills to assist your clients. *There is a case study associated with the course exam.

Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions, and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3's implications for individuals and small businesses with greater confidence.

The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value.

A comprehensive education of the popular tax credit, including its computation, limitations, and complexities.

Section 199A remains one of the most valuable—and complex—tax benefits available to owners of pass-through businesses. This course provides a practical overview of the Qualified Business Income (QBI) deduction, incorporating the latest legislative changes that permanently extend the deduction beginning in 2026. Participants will learn how to determine qualified business income, identify eligible trades or businesses, navigate the specified service trade or business (SSTB) rules, apply the wage and qualified property limitations, and understand the overall taxable income limitation. Through clear explanations and practical examples, this course equips tax professionals with the knowledge needed to accurately calculate and maximize the Section 199A deduction for sole proprietorships, partnerships, S corporations, trusts, and estates.

Boost the quality of your peer reviews by further understanding root cause analysis and why determining systemic causes is so important. Learn how to develop impactful findings and peer review reports by avoiding common challenges.

Major program determination, pass-through entity responsibilities, SEFA requirements, and other topics are introduced and explained for auditors performing single audits.

Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.

A practical and engaging learning experience that navigates the regulatory environment of personal financial planning, explores standards and responsibilities, and applies fundamental concepts.

A practical, informative and engaging learning experience to enhance your personal financial planning knowledge and help you use fundamental concepts in a systematic planning process to benefit your clients.

Your clients rely on your expertise to mitigate risks and secure their financial futures. This course will keep you updated on recent developments, including the impact of new tax laws on financial planning, tax management, and strategies for long-term care. You will gain insights from esteemed specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will navigate you through the intricacies of the long-term care marketplace. They will emphasize the significance of long-term care planning, outline the financial and non-financial repercussions of inadequate planning, and explore various solutions to uphold your clients' independence and dignity as they age.

With a focus on planning and compliance, this course equips CPAs, EAs, and other tax professionals with the tools needed to navigate the sunset provisions and guide their clients effectively.

This course provides an overview of audit planning considerations.

Exit planning isn't just a service—it's a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what's next, from assessing readiness to building the right advisory team. You'll learn how to start meaningful conversations with clients, identify risks that can derail a deal, and collaborate effectively with other professionals for a smooth exit. Whether you're adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client's business journey. You'll learn how to: Spot the signs of owner and business readiness Address key risks like the "5 D's" (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process—and stand out doing it. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.

Excel is a popular tool for data analysis. Yet, most users have never learned how to tap into Excel's capabilities. This session will teach you the importance of PivotTables for analyzing data and demonstrate how PivotTables can make data analysis an easy task for all accountants. You'll learn the step-by-step process to create PivotTables and PivotCharts and all the setup options and features. We use Excel 2019/Office 365 during the presentation, but most concepts covered in this course apply to all versions of Excel.

Power BI — Bringing It All Together for Data Analysis is an advanced course for professionals ready to integrate and optimize their use of Power Pivot and Power BI. Building on foundational skills, this session guides you beyond creating models and measures to fully harness these tools for uncovering insights and building impactful visualizations. You'll learn to streamline workflows, optimize model performance, and leverage advanced Power BI Service features to create solutions that go beyond basic reporting. By the end, you'll be equipped to synthesize your Power BI skills into powerful, audience-ready analytics. From presenting to stakeholders and sharing insights across teams to managing enterprise-level reporting, this course helps you bring every piece together into a comprehensive, efficient workflow tailored to real-world business needs.

Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, this becomes much more difficult. In this course, you'll learn how to build robust dashboards for analyzing key metrics in Excel. We'll begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we'll work through creating key performance indicators (KPIs) for the dashboards. You'll learn how you can add charts and eye-catching visuals to make your dashboards easily understood. This course focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, this course is NOT about using Power BI to create visuals. We use Excel 2019 during the presentation, but most concepts covered in this course apply to all versions of Excel.

This course focuses on using the Power Pivot features to enhance data analysis. We will review the four components of Power Pivot (data model, calculations, hierarchies and KPIs), and you will learn how you can use each of these features. You'll spend most of the time building the data model and using calculations. You will learn how to add data to your data model either directly into Power Pivot or from Power Query. We will discuss the benefits of the data model relationships versus using the VLOOKUP function to access data in different tables. One of the strengths of Power Pivot is the formula language called DAX (Data Analysis eXpressions). We will introduce DAX so that you can use basic DAX formulas to build various calculations in the data model. As we build these different calculations into our data model, you will learn the difference between calculated columns and measures. We use Excel 2019/Office365 during the presentation, but most concepts covered in this course apply to all versions of Excel.