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FREE Member Webinar: Mastering the Art of Advisory Meetings: Turn Data & AI into Client Breakthroughs (Sponsored by The CFO Project)
5/12/2026
Sponsored by:
Advisory isn’t about just reporting numbers—it’s about sparking decisions that drive growth. In this dynamic session, you’ll discover how to lead client meetings that inspire action by translating complex financial data into simple, powerful insights. You’ll learn how to harness AI tools to present numbers in ways that truly resonate, build trust, and position you as the indispensable advisor your clients can’t live without. Walk away with a proven framework to conduct exceptional meetings that excite business owners, unlock new opportunities, and set the stage for long-term advisory relationships.
1 CPE Credit
Free to members!
Non-members: $49.00
Instructor: Adam Lean
Bio:
Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army. Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.
Location: Virtual
5/12/2026
Sponsored by:
Advisory isn’t about just reporting numbers—it’s about sparking decisions that drive growth. In this dynamic session, you’ll discover how to lead client meetings that inspire action by translating complex financial data into simple, powerful insights. You’ll learn how to harness AI tools to present numbers in ways that truly resonate, build trust, and position you as the indispensable advisor your clients can’t live without. Walk away with a proven framework to conduct exceptional meetings that excite business owners, unlock new opportunities, and set the stage for long-term advisory relationships.
1 CPE Credit
Free to members!
Non-members: $49.00
Instructor: Adam Lean
Bio:
Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army. Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.
Location: Virtual
FREE Member Webinar: AICPA Town Hall Series (5/28/2026)
5/28/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
5/28/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
FREE ETHICS Member Webinar: What were they thinking? Case studies in CPAs and Firms Behaving Badly
6/16/2026
Do you think only bad CPAs and firms act unethically or do illegal things? This class draws upon case studies to understand the basis of
unethical and illegal behavior and what we can learn from them to prevent us from falling into their traps.
June 16, 2026 (10:00 a.m. - 11:40 a.m.)
CPE: 2 Behavioral Ethics
Free to members!
Non-members: $79.00
Instructor: David Schultz
Location: Virtual
6/16/2026
Do you think only bad CPAs and firms act unethically or do illegal things? This class draws upon case studies to understand the basis of
unethical and illegal behavior and what we can learn from them to prevent us from falling into their traps.
June 16, 2026 (10:00 a.m. - 11:40 a.m.)
CPE: 2 Behavioral Ethics
Free to members!
Non-members: $79.00
Instructor: David Schultz
Location: Virtual
FREE Member Webinar: AICPA Town Hall Series (6/25/2026)
6/25/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
6/25/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
FREE Member Webinar: AICPA Town Hall Series (7/9/2026)
7/9/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
7/9/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
FREE Member Webinar: AICPA Town Hall Series (7/23/2026)
7/23/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
7/23/2026
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
