Bring insights and strategy to your practice

CPA.com Practice Development
Workshops

 

The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. CPA.com and AICPA collaborated with nationally recognized leaders to design and instruct learning modules on these topics.

Upon completion, you will have core competencies in fundamental client accounting service deliverables, and a digital badge to demonstrate your expertise.

Yes
Client Advisory Services (CAS) Roadmap Workshop

Client Advisory Services (CAS) Roadmap Workshop

Build your BPO business model at our Client Advisory Services (CAS) Roadmap Workshop

Sales & Use Tax Workshop

Compliance & Advisory: Roadmap to Your Sales and Use Tax Practice Model

Build a business model that helps clients navigate the changing landscape of sales and use tax.

Tax and Personal Financial Planning Workshop

Financial Planning Advisory Services: An Extension of Your Tax Practice

Expand your tax preparation and planning services to include year-round financial planning advisory services.

Digital CPA

Digital CPA

Join us virtually December 8th

Register for a Virtual Workshop in 2020

Our virtual workshops put facilitators and learners in a shared online space, that allows learners to earn 15 CPE credits in four online sessions. Select a workshop date to learn more:

Client Advisory Services (CAS) Roadmap Workshop


September 9, 10, 11 and 15

Register

September 22, 23, 24, 29

Register

October 6, 7, 8, 13

Register

November 3, 4, 5, 10

Register

Please email workshops@hq.cpa.com to be added to a waitlist or be notified when the 2021 schedule is released!

 

Compliance & Advisory: Roadmap to Your Sales and Use Tax Practice Model


November 17, 18, 19, 24

Register

Financial Planning Advisory Services: An Extension of Your Tax Practice


2021 Dates to be Announced Soon

“If you are serious about starting a CAS practice, it can't be a copy and paste of an existing department in your firm. The CAS landscape is very different than the traditional CPA firm offerings and needs to be approached as such and this workshop does a great job of highlighting those areas.”



Live workshops return in 2021!

icons
ONE ATTENDEE
Regular Price: $1,395
Early Bird Price: $1,095*
icons
TWO ATTENDEES
Regular Price: $2,550
Early Bird Price: $1,950*
icons
THREE ATTENDEES
Regular Price: $3,550
Early Bird Price: $2,750*

*Early Bird Expiration: One month prior to event

CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

  • Level: Basic
  • Prerequisite: None
  • Delivery Method: Self-study
  • Field of Study: Business Management and Organization
  • Number of CPE credits: 14
  • No advanced preparation is required

CANCELLATION POLICY

You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact inquire@hq.cpa.com.

Client Accounting Advisory Services Self-Study section needs CPE information:
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregiaudProgram Level: Basic

Live Workshops
Two full days in a destination city​
Immersive experience with on-site networking reception​
Capped at 30 participants for on-site networking with peers and facilitators​
Large group learning activities designed for full group participation ​
Virtual Workshops
4 sessions (three consecutive four-hour days with a follow-up three-hour session the following week)​
Reflective experience with time to create a personalized roadmap​
Capped at 20 participants for an intimate online experience​
New small group activities designed for virtual breakout groups​