CPE Catalog & Events

GASB 103 effective date, scope and transition considerations. Revised MD&A structure and analysis expectations. Proprietary fund operating and nonoperating classifications and presentation. Unusual or infrequent items, budgetary comparisons and major component units. GASB 104 capital asset disclosure requirements, including lease, PPP, SBITA, intangible and held-for-sale assets. Practical implementation steps, documentation, examples and common challenges.

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.

Conference topics will be made available in early 2027. 2026 conference topics included: Building an Ethical Culture in the Age of AI Iowa Economic Update Tax Update Mastering Difficult Conversations Cyber, Data and AI Risk: What Business Leaders Need to Know National Economic Outlook People, Purpose and Progress: Workforce Trends to Watch Iowa Business Success Story: Fareway Stores What past attendees had to say: "I love this conference! It is one I ensure I attend every year." "Best B&I conference I've been to!" "Always good mix of topics and speakers."

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.

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.

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."

2027 conference topics will be available in early 2027.

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