CPE Catalog & Events

Join ISCPA CEO Carrie Steffen, for an interactive, town-hall style conversation that brings the latest insights, challenges and opportunities in the CPA profession directly to you. Carrie will explore key themes: the ongoing workforce development challenges, evolving client and business expectations, technology transformation, regulatory shifts, and the changing nature of what it means to be a CPA in today’s environment. Attendees are encouraged to share their perspectives and questions as we collectively explore the opportunities that lie ahead.

Cybercriminals are always targeting accounting firms for the sensitive financial and personal data they hold, and AI is changing both how attacks happen and how firms can defend against them. This training breaks down the most pressing security threats facing CPA firms today and provides a practical baseline for protecting your practice and your clients.Using the OWASP Top 10 for LLM Applications as a framework, we'll translate common AI threats into plain language and adapt them to the real-world risks firms face, from phishing and business email compromise to data breaches and AI-enabled fraud. You'll leave with a clear set of security recommendations you can begin implementing right away, whether you're a solo practitioner or managing a multi-office firm.What you'll learn: How AI is reshaping the cybersecurity threat landscape for accounting professionals An accessible overview of AI Threats and why they matter for your firm Practical, prioritized security baselines to protect client data and meet due-diligence expectations  

Tax policy and legislative developments OBBBA refresher: Key provisions affecting 2026 returns Recent IRS guidance and regulatory developments Key tax court cases IRS administration update

Gain a timely look at Iowa’s accounting and finance talent market, including current hiring trends, salary benchmarks and the factors influencing candidate decisions. TRN will share practical insights to help employers attract and retain accounting professionals in an increasingly competitive environment.

Join ISCPA CEO Carrie Steffen, for an interactive, town-hall style conversation that brings the latest insights, challenges and opportunities in the CPA profession directly to you. Carrie will explore key themes: the ongoing workforce development challenges, evolving client and business expectations, technology transformation, regulatory shifts, and the changing nature of what it means to be a CPA in today’s environment. Attendees are encouraged to share their perspectives and questions as we collectively explore the opportunities that lie ahead.

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.

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.

Firms and finance teams launch changes they mean to keep. A service standard. A new workflow. A review routine. A process everyone supported. It worked while attention was on it. A few quarters later people were back to the old way, and nobody can point to the week it slipped. The session opens with the personal version of this pattern, the diet, the budget, or the exercise program that held until it didn't, and makes a plain argument about why it happens. What we launch is a push. Pushes end. What people return to is the baseline. The rest of the session applies that to work. Initiatives often rely on four kinds of support: repeated information, motivation, a tool expected to carry adoption on its own, or one person championing it. Each is a reasonable thing to do, and in a regulated profession several of them are required. The trouble starts when an initiative rests on one of them alone, because each one waits for the person who is struggling to come to it. Attendees take an initiative currently underway at their own firm or organization, identify which of the four it is leaning on, and write down one design change worth making. The session does not lean on the familiar claim that seventy percent of change programs fail, which has no reliable primary source. Everything cited is named and attributed.