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Date
Course Title
Credits
Fee
April 12, 2025 3:00 PM

THE CHANGING WORLD OF RETIREMENT
Dave Hall (Retirement Risk Advisors)
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2.0
FREE
April 16, 2025 2:00 PM

CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler Clark (Dream Firms)
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1.0
FREE
April 16, 2025 3:00 PM
ONE DATE ONLY!

AN ADVANCED LOOK INTO ANNUITIES IN 2025
Carlos Dias Jr. (Dias Wealth)
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1.5
FREE
April 16, 2025 3:00 PM

TAX SAVING FEATURES OF CORPORATIONS, S CORPS, AND LLCs
Nellie Akalp (CorpNet.com)
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1.0
FREE
April 16, 2025 4:00 PM

PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA Practice Aids, LLC)
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2.0
$60.00
April 16, 2025 4:00 PM

THE FUTURE OF ACCOUNTS PAYABLE: FASTER, SAFER, SMARTER
Ted McRae (MakersHub)
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1.0
FREE
April 16, 2025 5:00 PM

FINDING OPPORTUNITY: IDENTIFYING SPECIALTY TAX INCENTIVE TRIGGERS
Todd French (Capstan Tax Strategies)
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1.0
FREE
April 16, 2025 6:00 PM

MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (Verisave.com)
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1.0
FREE
April 16, 2025 7:00 PM
ONE DATE ONLY!

UNLOCK EFFICIENCY & REVENUE GROWTH WITH IGNITION
Marcus Dillon (Dillon Business Advisors)
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1.0
FREE
April 16, 2025 8:00 PM

ROTH CONVERSIONS: STRATEGIES FOR NAVIGATING 2025 TAX CHANGES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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1.5
$45.00
April 17, 2025 2:00 PM
ONE DATE ONLY!

GENERATION-SKIPPING TRANSFER TAX: STRATEGIES TO NAVIGATE ISSUES AND PITFALLS
Griffin Bridgers (Hutchins & Associates LLC)
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1.5
FREE
April 17, 2025 3:00 PM
ONE DATE ONLY!

THE AI ADVANTAGE IN AUDITING: MODERNIZE YOUR PRACTICE
David Wyle, CPA (Thomson Reuters)
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1.0
FREE
April 17, 2025 4:00 PM

HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler Clark (Dream Firms)
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1.0
FREE
April 17, 2025 4:00 PM

LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MakersHub)
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1.0
FREE
April 17, 2025 4:00 PM

PRICE: THE SMARTEST WAY TO GROW YOUR FIRM
Jennie Moore (Ignition)
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1.0
FREE
April 17, 2025 5:00 PM
BRAND NEW COURSE!

2025 CFO PRIORITIES: WHAT IT MEANS FOR THE REST OF US
Nancy Wu (SkyStem)
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1.0
FREE
April 17, 2025 5:00 PM

FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (Thomson Reuters)
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1.0
FREE
April 17, 2025 5:00 PM
BRAND NEW COURSE!

HOW TO GROW YOUR FIRM WITH AI: INTRODUCING FIELD AGENTS
Jin Chang (Fieldguide)
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1.0
FREE
April 17, 2025 7:00 PM
BRAND NEW COURSE!

INTERNAL AUDITING & CYBERSECURITY: IDENTIFY VULNERABILITIES & ENHANCE PROTECTION
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (University Of Ottawa)
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1.0
FREE
April 17, 2025 8:00 PM
ONE DATE ONLY!

A STRATEGIC GUIDE FOR GOAL SETTING & GOAL GETTING
Mariette Martinez (MasterYourBooks Learning Center)
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1.0
FREE