CPE Sessions Announced for Ensuring Success

On December 18-19, 2024, CPA Practice Advisor is hosting its annual Ensuring Success conference, an online CPE event where professionals can earn up to 14 hours of free CPE credit, with 7 one-hour sessions each day. There is no cost to users to register, attend, and earn CPE credit, and they can choose the ones they want, or can stay for all of the sessions.

The live event starts at 9am ET each day, with a panel of accounting professionals and other thought leaders joining hosts Gail Perry, CPA, and Alexandra DeFelice, to discuss a variety of topics. A new CPE session starts each hour, on the hour.

Day 1 Sessions (Dec. 18)

Session 1 (9am ET): Firm Culture: What Is It, and Why Do Firms Need It?
Session 2 (10am ET): Think Like a Hacker!
Session 3 (11am ET): Providing and Ideal Client Experience
Session 4 (Noon ET): Tax to Financial Planning and Recurring Revenue
Lunch break (1pm-2pm ET)
Session 5 (2pm ET): New Year’s Resolutions: Developing Capacity and a Plan for the Life You Want
Session 6 (3pm ET): Accounting Practice Management: All Things Tech
Session 7 (4pm ET): Generative AI and Your Accounting Firm

Day 2 Sessions (Dec. 19)

Session 1 (9am ET): Secure Act 2.0 and Its Impact on Retirement Planning
Session 2 (10am ET): TBD
Session 3 (11am ET): Your Newest Service Line: Business License Management
Session 4 (Noon ET): Modern Firms: What’s Changing
Lunch break (1pm-2pm ET)
Session 5 (29m ET): Tax Resolution: Appeals, Offers in Compromise, Payment Plans
Session 6 (3pm ET): CPA Staffing Crisis: AI to the Rescue!
Session 7 (4pm ET): Building Your Practice Through Outreach and Marketing

Register Now.

How To Earn CPE Credit:
To earn credits, an attendee must be logged in during a session (free registration). At different times during each one-hour session, the host will announce a 3-digit code. Write down, or otherwise save these codes, as they are necessary for submitting the CPE form. There will be 3 (three) codes per CPE session.

When you are done for the day, or anytime after the event, the user can go to the Ensuring Success website and click the CPE/CE credit link at the top right of the website. On the next page, click the blue button “Claim Your Credit.” You will then need to enter the email address used to register for the event.

From this page, you can enter the codes for any or all sessions that you attended, on one page, and you can immediately download your certificate. If you encounter trouble with the form, try using a different browser or device.

CPE sessions are sponsored, which allows us to keep this annual even free for professionals. 2024 Ensuring Success Sponsors include:

ADP
Avalara
Botkeeper
Canopy
CPA.com
eFile4Biz
Instead by Corvee
Relay
Rightworks
SafeSend
Suralink
Wolters Kluwer
Xero
Zoho