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FREE Member Webinar: Mastering the Art of Advisory Meetings: Turn Data & AI into Client Breakthroughs (Sponsored)
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:
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.
Location: Virtual
FREE Member Webinar: AICPA Town Hall Series (3/26/2026)
3/26/2026
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
3/26/2026
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: Pick Your Poison: Planning to Eliminate Death by a Thousand Taxes
4/28/2026
Post OBBBA planning involves a careful analysis of which taxes need to navigate the estate planning ship. Though estate and gift tax still remains a factor, proper income tax planning continues to be increasingly important. This session will offer a look into some unique, out of the box strategies that can be utilized to maximize planning under both the income tax and wealth transfer tax regimes.
1 CPE Credit
Free to members!
Non-members: $49.00
Instructor: Nick Stromsodt, Esq.
Bio:
Nick Stromsodt is a shareholder with Camrud, Maddock, Olson & Larson, Ltd. in Grand Forks, North Dakota. He practices in the areas of estate planning, wealth transfer tax planning, high net worth tax and estate planning, and special needs estate planning. Nick is licensed in North Dakota, South Dakota, Minnesota, and Arizona. He earned his J.D. from the University of North Dakota School of Law in 2012, having graduated with distinction as a member of the Order of the Coif. Nick has an LL.M. from the Heckerling Graduate Program in Estate Planning at the University of Miami School of Law. He has also been awarded the designation of Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils. Nick has earned the recognitions of Super Lawyer Rising Star 2020-2025, and AV Preeminent from Martindale-Hubbell. In addition to private practice, Nick is the teaching assistant for the corporate tax course in the Heckerling Graduate Program in Estate Planning at the University of Miami School of Law.
Location: Virtual
4/28/2026
Post OBBBA planning involves a careful analysis of which taxes need to navigate the estate planning ship. Though estate and gift tax still remains a factor, proper income tax planning continues to be increasingly important. This session will offer a look into some unique, out of the box strategies that can be utilized to maximize planning under both the income tax and wealth transfer tax regimes.
1 CPE Credit
Free to members!
Non-members: $49.00
Instructor: Nick Stromsodt, Esq.
Bio:
Nick Stromsodt is a shareholder with Camrud, Maddock, Olson & Larson, Ltd. in Grand Forks, North Dakota. He practices in the areas of estate planning, wealth transfer tax planning, high net worth tax and estate planning, and special needs estate planning. Nick is licensed in North Dakota, South Dakota, Minnesota, and Arizona. He earned his J.D. from the University of North Dakota School of Law in 2012, having graduated with distinction as a member of the Order of the Coif. Nick has an LL.M. from the Heckerling Graduate Program in Estate Planning at the University of Miami School of Law. He has also been awarded the designation of Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils. Nick has earned the recognitions of Super Lawyer Rising Star 2020-2025, and AV Preeminent from Martindale-Hubbell. In addition to private practice, Nick is the teaching assistant for the corporate tax course in the Heckerling Graduate Program in Estate Planning at the University of Miami School of Law.
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:
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.
Location: Virtual
FREE 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.
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.
CPE: 2 Behavioral Ethics
Free to members!
Non-members: $79.00
Instructor: David Schultz
Location: Virtual
