CPE Catalog & Member Events

The financial world has been inundated by AI over the last few years, with a seemingly endless array of tools to choose from. In this presentation, I’ll go over how you can actually take steps towards AI adoption, and how you can leverage the technology to make meaningful improvements to your day-to-day workflow. I’ll give concrete examples of how I’ve deployed AI in my work so you can see how it can help you, too.

Save the date!

Recently issued ASUs of greatest significance to smaller and medium-sized entities Recently issued ASUs impacting SEC registrants and other public entities Items on the FASB’s technical agenda ASC 606 The final PIR review report for ASC 606 IRS guidance and tax reporting requirements regarding digital asset transactions Investments – Real estate and cases Retirement – Section 401(k) limitations and self-employed persons

Data-driven decision-making processes Top technology trends and related risks, including cloud computing, AI, ChatGPT, RPA, and blockchain applications Fraud statistics and cyber threats Common IT security risks and controls Requirements of SAS 142 Use of analytical procedures on professional engagements

Most cybersecurity presentations are threat landscape overviews that leave the audience anxious and without a next step. This one is built the other direction. It walks through what actually happens to an accounting firm when an attack lands, and what a managing partner needs to have decided in advance.Content will cover: Why accounting firms are disproportionately targeted, and what attackers are actually after in a firm's systems The first 72 hours: what breaks, who you call, what decisions get made under pressure, and what it costs in lost billable hours during a busy season Client notification and the professional obligations that follow a breach What cyber liability insurance covers, what it does not, and the application questions firms are answering incorrectly The short list of controls that prevent the large majority of incidents, in priority order Attendees would leave with a practical checklist they can act on rather than a list of things to worry about.

2026 conference topics included: Economic Update 2026 Tax Update for Financial Institutions AI in Banking: Industry Leader Perspectives The Regulatory Landscape: Insights from Experts Ethical AI Practices: Ensuring Responsible Use Confessions of an Internal Auditor: What We’re Really Seeing in the Field Financial Institutions Fighting Fraud See why professionals come back year after year. Here's what 2026 attendees had to say. "The best conference I can remember. Outstanding presenters, presentations, and topics. I really enjoyed the conference." "Enjoy attending this conference virtually every year. I find the content relevant and the speakers to have good insights to what is really going on in the industry." "Well presented and very interesting relevant information."

2026 conference topics included: Economic Update 2026 Tax Update for Financial Institutions AI in Banking: Industry Leader Perspectives The Regulatory Landscape: Insights from Experts Ethical AI Practices: Ensuring Responsible Use Confessions of an Internal Auditor: What We’re Really Seeing in the Field Financial Institutions Fighting Fraud See why professionals come back year after year. Here's what 2026 attendees had to say. "The best conference I can remember. Outstanding presenters, presentations, and topics. I really enjoyed the conference." "Enjoy attending this conference virtually every year. I find the content relevant and the speakers to have good insights to what is really going on in the industry." "Well presented and very interesting relevant information."

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to earn 40 hours of CPE credit, including four hours of ethics credit, with a single decision, featuring high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.