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.

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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.

Register for a Virtual Workshop in 2021

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


January 20, 21, 22, & 26

Register

February 3, 4, 9 & 10

Register

May 4, 5, 6 & 11

Register

June 15, 16, 17 & 22

Register

July 13, 14, 15 & 20

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August 10, 11, 12 & 17

Register

September 8, 9, 10 & 14

Register

October 19, 20, 21 & 26

Register

November 9, 10, 11 & 15

Register

December 14, 15, 16 & 17

Register

 

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


June 23, 24, 25 and 29

Register

August 3, 4, 5, and 9

Register

November 16, 17, 18, and 23

Register

Financial Planning Advisory Services: An Extension of Your Tax Practice


Additional 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.”



Additional 2021 dates to be Announced Soon

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​