Each hour and a half session is meticulously crafted to deliver unparalleled insights into the latest hot topics, trends, and best practices. From the future of finance to emerging technologies, our webinars delve into the issues that matter most.
With a new theme for each webinar, attendees can expect a diverse range of topics covering crucial aspects of the profession. Featuring three top-notch instructors per session, participants will benefit from a multifaceted perspective, gaining actionable strategies to enhance their skills and drive success in their roles. Don’t miss out on this exclusive opportunity to earn one hour of free CPE, elevate your professional development, and stay ahead of the curve.
AI tools are evolving quickly—this session cuts through the hype and spotlights the newest, most practical AI apps and workflows CPAs can apply immediately for research, drafting narratives, and productivity in everyday client and finance work. We’ll also cover the risk side—privacy, control gaps, and common failure modes—so you can adopt tools without creating avoidable exposure.
Instructors:
Don Tomoff and Adam Hibbs
Format: Live Webcast
CPE: 1.0
In a world of rapid shifts—costs, demand, regulation, technology—reactive finance becomes expensive finance. The best finance professionals don’t just explain what happened—they help the business prepare for what’s next. This session builds anticipatory skills: a practical toolkit for spotting early signals, translating uncertainty into financial implications, and advising leaders before decisions harden.
Instructors:
TBD
Format: Live Webcast
CPE: 1.0
Do you want to elevate your role from “numbers and compliance” to “insight and influence”? In this practical one-hour session, you will learn how to add more value through Finance Business Partnering – identifying the skills that turn analysis into influence. Leave the session with practical tools and techniques you can implement immediately.
Instructors: TBD
Format: Live Webcast
CPE: 1.0
As automation and AI accelerate output, Finance’s edge becomes thinking quality—not just speed. This practical session focuses on critical thinking as a risk-management capability: spotting gaps in logic, challenging “common knowledge,” identifying missing data, and stress-testing conclusions before they become executive actions. You’ll leave with tools to reduce avoidable errors, strengthen documentation, and elevate your professional skepticism.
Instructors: TBD
Format: Live Webcast
CPE: 1.0
| 4/17/2024 | Navigating the Next: The Future of Finance Unveiled | The rate of change is accelerating. If you sit back and wait to see what will happen, you will be left behind. To take advantage of opportunities before the competition, you have to embrace the future with a forward-thinking mindset and new skills. | Thomas Hood, Jennifer Elder, Alex Theis |
| 6/20/2024 | What Are You Waiting For? Why It’s Time to Embrace AI | AI is the productivity solution you didn’t know you needed. Tools like ChatGPT can transform and streamline data entry, conducting research, and drafting documents, freeing up your valuable time to focus on higher-value activities like analysis and strategic decision-making. | Rafael Casas, Donald Tomoff, Kassi Rushing |
| 9/25/2024 | Data Analytics and Storytelling: Making the Most of Your Data | Big data is readily available everywhere, both inside and outside your organization. It can be a challenge to organize the data to develop meaningful insights that improve your organization’s bottom line. It is even more challenging when you try to explain the numbers to non-financial leaders. | Peter Margaritis, Ian Schnoor, Guido Geerts |
| 10/30/2024 | Sustainability is Here: What Every Accountant Needs to Know About ESG | As Environmental, Social, and Governance (ESG) factors become critical components of corporate reporting, accountants are increasingly expected to understand and incorporate ESG into financial and non-financial disclosures. | Ian van der Vlugt, Michael Kraten, Jason Hamilton, |
| 11/20/2024 | The Latest in Learning and Design: Strategies to Enhance Learning Engagement | In today’s rapidly evolving learning environment, designing programs that captivate and engage participants is more important than ever. This session explored cutting-edge strategies and techniques to create impactful learning experiences that drive engagement and retention. | Grainne Oates, Nerise Johnson, JoDee Curtis, CPA, CSP, SHRM-SCP |
| 12/18/2024 | Maintaining Your Ethics: It’s Harder Than You Think | If everyone agrees that ethics is critical, why are we hearing about ethical lapses, sanctions, and fraud every week? Why do smart people make bad decisions when they should and do know better? Ethics is easy to talk about and hard to do. Like a garden, an ethical culture takes constant care and feeding. | Yonason Goldson, Chuck Gallagher, Clare Levison |
| 1/22/2025 | Future-Ready Finance: Motivating the Next Workforce | In this dynamic 1.5-hour webinar, three expert presenters will share actionable strategies to attract, develop, and retain top talent in the finance profession. Learn how to create a culture of growth that will engage and equip the next generation of finance professionals with the skills they need to succeed. Through engaging discussions and practical examples, you’ll walk away with ideas to build a strong, future-ready bench for your organization. | Jo Reynolds, Alex Theis, Karl Ahlrichs |
| 4/30/2025 | Bold Moves: Thriving in a Time of Transformation | In today’s rapidly evolving business landscape, accounting professionals must lead with agility and foresight to drive meaningful change. This dynamic session brings together three industry experts to provide insights into the major trends reshaping the accounting profession and how CPAs can adapt to stay ahead. | Barry Payne, Lisa Simpson, Piotr Glowacki |
| 6/18/2025 | The AI Advantage: Leveraging AI for Efficiency and Impact | Artificial Intelligence is no longer a future concept—it’s transforming the accounting and finance profession today. In this fast-paced 90-minute session, discover how AI-driven tools and strategies are revolutionizing workflows, improving decision-making, and driving business impact. | Don Tomoff, Glenn Hopper |
| 9/24/2025 | Driving Change with Confidence: From Vision to Result | Successfully leading change requires more than a great idea—it demands strategy, alignment, and execution. This session will provide practical frameworks and proven tactics to help you drive impactful change from initial vision to measurable results. | Karl Ahlrichs, Patrick Jeffs, Ousmane Kabré |
| 10/22/25 | Fraud Under the Microscope: Prevention and Detection Tactics | In today’s complex financial landscape, preventing and detecting fraud requires vigilance, strategy, and the right tools. This session will equip you with practical techniques to identify red flags, mitigate risks, and build stronger safeguards to protect your organization’s integrity. | Jennifer Elder, Sean Stein Smith |
| 12/17/25 | Redefining Leadership: Empowering People in an AI World | In a world increasingly driven by artificial intelligence, the most effective leaders are those who amplify uniquely human qualities—empathy, emotional intelligence, and authentic connection. This session will explore how strengthening these human-centered skills empowers leaders to inspire teams, build trust, and drive lasting impact in the AI era. | Kassi Rushing, Alex Theis, Jon Lokhorst |
| 1/21/26 | Clear, Concise, Compelling: Communicating for Connection and Impact | Effective communication is more than delivering information—it’s about creating meaningful connections that drive action. This session will provide strategies to craft clear, concise, and compelling messages that engage audiences, build trust, and inspire impactful decisions. | Annie Conderacci, Sal Collemi, Theresa Rose |
