Webinar: Member Appreciation Free CPE Days - Maximize Your Membership

More info coming soon, stay tuned!

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Retirement plan design continues to evolve, and 2025 brings new opportunities to maximize benefits while preparing for upcoming regulatory shifts. Brian Hartstein of Bayntree Wealth Advisors will guide you through the role of “golden handcuffs” with Safe Harbor plans and vesting strategies, as well as cutting-edge tax and income planning techniques for entrepreneurs and high earners. Attendees will also gain practical insights into the four key methods for controlling employee cost, and we’ll break down how creative plan combinations—including 401(k), profit sharing, and defined benefit designs—can outperform even the most challenging census tests.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

It takes more than technical expertise to succeed as an accounting firm leader. Building an attractive reputation to clients and industry stakeholders requires an intentional effort to build your brand identity. Join Joe Kovacs, APR and marketing professional to find out exactly what you want to be known for, to create and broadcast content that reflects that message, and to build powerful partnerships with the right clients and industry alliances and to monitor and measure your outcomes. Competition may be fierce but positioning yourself as a go-to leader gives you the chance to grow your professional reputation and rise above other service providers.

Credits: 1 - Consulting Services

This session is available to registrants only.

Human error is the #1 cause of cybersecurity breaches, yet your employees are also your greatest defense.

Join SimplifyIT A-Z for a high-impact session exploring the concept of the "well-intentioned rogue employee," someone who accidentally compromises your firm's data security while simply trying to get their job done. Whether it's uploading sensitive client data into an AI platform or clicking a convincing phishing link, even your most trusted team member can create a serious breach. If you're managing a firm or five or fifty, this session will reshape the way you think about cybersecurity from the inside out.

Credits: 1 - Accounting & Auditing

This session is available to registrants only.

Malpractice risks facing CPAs include many well-known issues and themes, but others are new and evolving. CAMICO, the nation’s largest CPA-directed program of professional liability insurance for accountants, understands the profession and has developed this presentation to help raise your awareness of how to navigate through difficult client situations that could put you and your firm at risk.

Hear the CAMICO experts share their experiences and learn more about:

• Complying with professional standards while doing the right thing
• Considerations for potential disengagement
• Dealing with misrepresentations by management, or a non-responsive board/audit committee
• Required communications and defensive documentation
• Understanding claims rules by which CPAs will be judged
• Encountering, preventing, detecting and responding appropriately to sticky situations

Credits: 1 - Accounting & Auditing

This session is available to registrants only.

Persistent and pervasive changes in the workplace compel leaders to continually develop new skills to be effective. The World Economic Forum Future of Jobs Report identified flexibility, agility and resilience among the top skills leaders will need in the workplace of the future. Join Jon Lokhorst to understand why these traits are more critical than ever, discover self-leadership practices to develop them in yourself, and explore opportunities to cultivate them throughout your organization. Don't just survive change—thrive in it!

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Join Paychex for a focused session designed for client advisory services (CAS) leaders, as we dive into crafting a dynamic HR advisory firm strategy. From identifying service offerings to staffing and pricing strategies, attendees will gain actionable insights to elevate their firms in the realm of client advisory. Don't miss this opportunity to unlock new avenues for growth and success in CAS through an effective HR advisory.

Learning objectives:

• Review effective HR advisory offerings and strategies
• Gain actionable HR insights to enhance your CAS practice

Credits: 1 - Consulting Services

This session is available to registrants only.

Arizona's 2026 legislative session is just around the corner, and capitol observers expect it to be another round of partisan gridlock between Democratic Governor Katie Hobbs and the Republican-controlled legislature. State lawmakers will focus on critical issues such as water management, education funding, affordable housing and revenue shortfalls tied to federal tax conformity. These budget constraints, coupled with election-year dynamics, will dictate how next year's session unfolds.

Credits: 1 - Business Law

This session is available to registrants only.

The Institute for Better Education (IBE) will present on the latest tax credit laws in Arizona, touching on all five different individual tax credits as well as the only individual tax credit that allows eligible Arizona businesses to participate and receive a dollar-for-dollar tax credit. IBE will also discuss the Federal tax credit that is expected to take effect in January of 2027. Kimberly Kirschner, Executive Director of IBE and IBE Foundation, has written and presented continuing education webinars for the ASCPA on Arizona’s tax credit programs and is very passionate about finances never being a road-block to further a child’s education.

Credits: 1 - Taxation

This session is available to registrants only.

How business owners can drastically reduce their experience mod and pay a fraction of the manual rate. In this session, Brown & Brown Insurance will break down the mechanics of commercial group captives, workers’ compensations strategies and loss-sensitive programs that put money back in your pocket. Attendees will walk away with a clear understanding of how these solutions can not only reduce premiums but also improve cash flow, increase stability and empower long-term growth.

Credits: 1 - Consulting Services

This session is available to registrants only.

While the accounting profession is constantly evolving, some things stay the same. CPAs can find themselves before the Arizona State Board of Accountancy for common compliance issues that likely could have been identified and remediated earlier. This session will also highlight updates and trends the Board has observed since last year, giving you fresh insight into what has changed and what remains consistent. Join this session to learn which issues are seen most by the Board and how a greater familiarity with its statues, rules and professional standards may help you avoid non-compliance in the future.

Credits: 1 - Business Law

This session is available to registrants only.

The convergence of automation and artificial intelligence is revolutionizing how accounting teams operate, promising to transform manual processes into strategic advantages. Join Afrozy Ara as she dives into practical applications and shares insights on how finance professionals can adapt and thrive in this rapidly changing landscape.

Credits: 1 - Accounting & Auditing

This session is available to registrants only.