2026 Management Conference (In-Person Registration)6/8/2026 - 6/9/2026
Fargo In-Person Attendance Registration
The Management Conference gives CPAs and financial professionals in business and industry a chance to step away from the day-to-day and reconnect with what’s next. Join peers for forward-looking sessions that tackle the topics shaping your work right now—from management and financial strategy to emerging technology, human resources, professionalism, and personal growth.
Created by CPAs for CPAs in business and industry, the conference also offers meaningful insights for professionals across the broader business community. Whether you’re looking to sharpen your skills, gain fresh perspective, or expand your network, all who are interested are welcome to attend.
Fees: (Add $50 after May 22)
$475 Member ($575 Nonmember)
$425 One Day Member ($525 One Day Nonmember)
$455 Group Discount
Group Discount is available for groups of 10 or more from the same company. Participants can be any combo of in-person and/or virtual.
Cancellations, Refunds and Switching Fees: Full refund if received 10 working days prior to conference. A $50 admin fee is charged if canceling less than 10 working days before conference. No refunds after June 5. Exceptions considered on a case by case basis.
After May 22, a $100 fee will be charged for any change between virtual and in-person registration.
Tuesday is Team Identity Day: Wear Your Company Logo!
Location: Holiday Inn - Fargo
3803 13th Avenue South
Fargo, ND 58103
This is for in-person registration only!
2026 Management Conference (Virtual)6/8/2026 - 6/9/2026
Fargo Virtual Attendance Registration
The Management Conference gives CPAs and financial professionals in business and industry a chance to step away from the day-to-day and reconnect with what’s next. Join peers for forward-looking sessions that tackle the topics shaping your work right now—from management and financial strategy to emerging technology, human resources, professionalism, and personal growth.
Created by CPAs for CPAs in business and industry, the conference also offers meaningful insights for professionals across the broader business community. Whether you’re looking to sharpen your skills, gain fresh perspective, or expand your network, all who are interested are welcome to attend.
Fees: (Add $50 after May 22)
$475 Member ($575 Nonmember)
$425 One Day Member ($525 One Day Nonmember)
$455 Group Discount
Group Discount is available for groups of 10 or more from the same company. Participants can be any combo of in-person and/or virtual.
Cancellations, Refunds and Switching Fees: Full refund if received 10 working days prior to conference. A $50 admin fee is charged if canceling less than 10 working days before conference. No refunds after June 5. Exceptions considered on a case by case basis. After May 22, a $100 fee will be charged for any change between virtual and in-person registration.
Location: Virtual
This is for virtual registration only!
1/1/2026 - 12/31/2027
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start.
Package includes 12 months of access to:
- Over 10,000 credits to choose from
- 8,500+ live webinars
- 1000+ self-study PDF courses
- 1,300+ on-demand webcasts
- Surgent's exclusive premium courses
Pricing: As a member, you pay just $625.00 – 30% off Surgent’s retail price!
Why Choose the Unlimited Plus Package?
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour.
Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase.
What Is Included in the Package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=
Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=
Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=
Location: PLSS-9999-01-SSDL
1/1/2026 - 12/31/2027
Surgent's Unlimited Self-Study Package
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits.
Pricing: As a member, you pay just $380.00 30% off Surgent’s retail price!
Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable pdfs. With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you.
And when you’re ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course material you need for the next 12 months.
Package includes annual access to:
- 1,000+ credits
- 250+ PDF courses
- Downloadable course material and supplements
- CPE certificate delivery within 24 hours
What’s included? Click here to view the current course list:
https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
1/1/2026 - 12/31/2027
Surgent's Unlimited Webinar Package
Surgent's Unlimited Webinar Package get unlimited access to our webinar catalog.
With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders you’ll get the guidance and analysis you need with an unmatched customer experience.
As a member, you pay just $520.00 – 30% off Surgent’s retail price!
Why Choose the Unlimited Webinar Package?
Includes 12 month of access to:
- 8,000+ credits
- 2,100+ live webinars
- Interactive Q&A with renowned subject matter experts
- Downloadable course material and supplements
- Certificate delivery within 24 hours
All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching).
Technical support and interactive Q&A are available throughout all webinars.
Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away.
What's Included? Click here to view the current course list:
https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref=
* Note: this package does not include premium webinar
Location: UNWS-9999-01-WEBNR
3/1/2026 - 2/28/2027
2026 Member Webinars Up to 10 per Year - (Virtual)
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Webinar Sponsor
Location: Virtual
3/1/2026 - 2/28/2027
Special Events: Pipeline Initiatives Sponsorship
K-12 Outreach
Support programs and initiatives that educate elementary, middle, and high school teachers and students across North Dakota about the accounting profession.
College Outreach
Support programs and initiatives that educate college students in North Dakota about accounting, CPE credential, and CPA careers.
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Champion Sponsor
- Leading Sponsor
- Partner Sponsor
- Contributing Sponsor
- Supporting Sponsor
Media Kit
3/1/2026 - 2/28/2027
Special Events: Young Professionals Sponsorship
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Champion Sponsor
- Partner Sponsor
Media Kit
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
5/18/2026
Description:
Tackle employee benefit plans with confidence at the MNCPA Audits of Employee Benefit Plans Conference. Dive into case studies on audit pitfalls to avoid common mistakes and apply practical solutions. Gain a deeper understanding of ESOPs and how they differ from typical 401(k) audits. Learn about the various types of audits and identify the tripping points to navigate challenges effectively. Choose your ideal way to attend — either in-person or via livestream.
Designed for: CPAs, auditors and other financial professionals who are responsible for auditing employee benefit plans
Prerequisites: None
Advanced Prep: None
Level: Update
8 CPE
| Schedule: | |
| Time | Session |
| 8 - 9:20 a.m. | A1. Department of Labor Update Jennifer Keim, US Department of Labor Stay ahead of the evolving regulatory landscape with a direct look into current activities within the Department of Labor’s Office of the Chief Accountant. Gain practical insight into how ongoing initiatives may influence your upcoming audit season and what steps you can take to ensure compliance. Explore the most common audit deficiencies and learn how to strengthen audit quality while better supporting clients who receive enforcement correspondence. Walk away with timely, actionable guidance straight from the DOL to enhance your effectiveness as an EBP auditor. NASBA FOS: Auditing-Technical (1.5) |
| 9:20 - 9:35 a.m. | Break |
| 9:35 - 10:25 a.m. | B1. Common Plan Errors and Current Correction Guidance Deb Linder, Fredrikson & Byron Marjorie Heap, Eide Bailly Explore the latest IRS and DOL guidance shaping today’s retirement plan correction landscape. Gain clarity on how common plan administration errors occur, how they’re typically identified and the compliant options available for resolving them. You’ll walk away with a stronger understanding of correction pathways and greater confidence in guiding clients and evaluating plan issues. NASBA FOS: Auditing-Technical (1.0) |
| 10:25 - 10:40 a.m. | Break |
| 10:40 - 11:55 a.m. | C1. Best Practices and Efficiencies in ERISA Audits Randy Dummer, HHM PLLC Elevate audit quality while improving efficiency by exploring proven practices used in successful ERISA engagements. Learn what peer reviewers consistently look for, where firms commonly stumble and how to streamline work without increasing risk. Through a reviewer’s lens, uncover practical steps that strengthen documentation, support compliance and reduce the likelihood of issues in your next peer review. Walk away with strategies you can implement immediately to enhance both quality and workflow. NASBA FOS: Auditing-Technical (1.5) |
| 11:55 a.m. - 12:40 p.m. | Lunch |
| 12:40 - 1:30 p.m. | D1. Navigating 403(b) Plans: From Basics to Compliance Realities Maria Schwingler, Eide Bailly 403(b) plans may look familiar, but their ERISA status, operational nuances and compliance rules can create unexpected risk for sponsors and practitioners. Explore how these plans evolved, what truly distinguishes them from 401(k)s and where real world compliance pressure points tend to emerge. Gain a clearer framework for evaluating ERISA vs. non ERISA status and spotting common plan design and administration issues. Walk away with practical insight to strengthen audit, governance and regulatory readiness. NASBA FOS: Auditing-Technical (1.0) |
| 1:30 - 1:45 p.m. | Break |
| 1:45 - 3 p.m. | E1. Audit Foundations for Benefit Plans: Controls, Risk and SOC 1 Understanding Rachel Rafik, Grant Thornton Erin Griswold, Grant Thornton Build a strong foundation in the core elements that drive high quality employee benefit plan audits. Explore how internal controls, thoughtful risk assessment and SOC 1 reporting work together to support clearer documentation, better judgment and more reliable audit conclusions. Gain practical insight that helps staff move beyond basic checklists and develop confidence in evaluating processes and identifying real risks. Leave with a clearer framework you can apply immediately to strengthen audit quality. NASBA FOS: Auditing-Technical (1.5) |
| 3 - 3:15 p.m. | Break |
| 3:15 - 4:30 p.m. | F1. Panel Discussion: Ask the Experts Jennifer Keim, DOL Randy Dummer, HHM PLLC Rachel Rafik, Grant Thornton Marjorie Heap, Eide Bailly, moderator Experts share their insights on the latest developments, common pitfalls and best practices in auditing employee benefit plans. Gain practical strategies for addressing regulatory updates, improving audit quality and mitigating risk. Whether you’re an experienced auditor or new to the field, gain valuable perspectives to help you stay ahead in an ever-changing landscape. NASBA FOS: Auditing-Technical (1.5) |
Speakers:
Randy Dummer, CPA
Henderson, Hutcherson & McCullough PLLC
Chattanooga, TN
Randy Dummer, CPA, quality control partner in the accounting and assurance department at Henderson, Hutcherson & McCullough (HHM), joined the firm in 2011 and leads key initiatives including the peer review practice and employee benefit plan audit niche. Randy is a nationally recognized employee benefit plan audit specialist and serves as a discussion leader for the American Institute of CPAs (AICPA), earning the AICPA Outstanding Discussion Leader Award eight times. He instructs the Audits of 401(k) Plans webcast and teaches employee benefit plan audit courses. Randy serves as audit partner for 401(k), 403(b), ESOP, defined benefit pension and health and welfare plan audits. As captain for approximately 50 peer reviews each year, Randy helps CPA firms strengthen accounting, auditing and attestation quality. He serves on the peer review committee of the Tennessee Society of Certified Public Accountants and is an approved ERISA audit subject matter expert for the AICPA enhanced oversight project.
Erin Griswold
Grant Thornton LLP
Salt Lake City, UT
Erin Griswold, CPA, manager in the employee benefit plan practice at Grant Thornton, began her public accounting career in 2013 and has specialized exclusively in benefit plan audits since 2019. Erin has been a dedicated member of Grant Thornton’s employee benefit plan audit practice for the past four years, managing a broad range of defined contribution, defined benefit, health and welfare and employee stock ownership plans. She serves as lead manager for the firm’s employee benefit plan SOC 1 initiative, overseeing reviews of major service providers and developing key audit documentation used firmwide. Erin also supports the onboarding of new benefit plan clients, including documenting internal controls at both the entity and service provider levels.
Marjorie Heap, CPA
Eide Bailly LLP
Minneapolis, MN
Marjorie H. Heap, CPA, a senior manager with Eide Bailly, LLP, has experience in all phases of employee benefit plan engagements including planning, execution and quality control. In addition, she has a wide variety of public accounting experience covering all levels of financial statement service across several industries, developing and teaching training programs, and involvement in various levels of firm quality control.
Jennifer Keim, CPA, CEBS
U.S. Department of Labor
Washington, D.C.
Jennifer Keim, CPA, CEBS, senior auditor at the Office of the Chief Accountant at EBSA, brings more than 16 years of public accounting experience focused on employee benefit plan audits. Prior to joining EBSA, Jennifer spent 16 years in public accounting, primarily auditing employee benefit plans. She specializes in compliance audits for 401(k), 403(b), defined benefit and money purchase plans. Jennifer has reviewed audit workpapers, advised engagement teams and contributed to continuing education programs on GAAP, GAAS and DOL and IRS regulations. She has spent the past eight years with the Office of the Chief Accountant.
Debra Linder, JD/MA, CPA
Fredrikson & Byron, P.A.
Minneapolis, MN
Debra J. Linder, JD/MA, CPA, is the Chair of the Compensation Planning & Employee Benefits Group at Fredrikson & Byron, P.A. She advises public, private and tax-exempt employers on plan design, administration and compliance for retirement plans, health and welfare plans, ESOPs and executive compensation programs. Debra frequently speaks on employee benefits law and is admitted to the Minnesota, Iowa and North Dakota Bars. She earned her law degree with the highest distinction from the University of Iowa.
Rachel Rafik
Grant Thornton LLP
Oklahoma City, OK
Rachel Rafik is a Managing Director and Center for Excellence Leader for Employee Benefit Plan Audits at Grant Thornton, with over 18 years of experience in the EBP industry. She manages complex benefit plan audits nationwide, including defined contribution, defined benefit and ESOPs. Rachel leads Grant Thornton’s Employee Benefit Plan SOC 1 project and plays a key role in developing national training programs. She holds a Bachelor of Science in Accounting and a Bachelor of Business Administration in Finance from the University of Central Oklahoma.
on the AICPA Employee Benefit Plan Expert Panel and contributes to key industry guidance updates.
Maria Schwingler, CPA
Eide Bailly LLP
Minneapolis, MN
Maria Schwingler, CPA, regional assurance practice leader in the assurance department at Eide Bailly LLP, brings deep experience in employee benefit plan audits. Maria has served as Eide Bailly’s employee benefit plan audit practice leader for six years and was the firm’s designated audit partner with the AICPA’s EBP Audit Quality Center. In this role, she has led the firm’s internal benefit plan inspection process and participated in peer review teams to help ensure audit quality in employee benefit plan engagements. She has extensive experience serving employee benefit plans, with particular expertise in 403(b) plans and the regulatory, operational and governance challenges they present. Maria partners closely with plan administrators, boards and internal finance and HR teams to address evolving regulatory expectations and operational needs.
Location: Online
5/19/2026 - 5/19/2026
Your Path. Your People. Your Potential.
Join us for an energizing event designed to help you learn, grow, and engage with fellow young professionals! Enjoy lunch during the sessions, followed by snacks and beverages as you connect with peers. Lunch will be provided. (Earn 4 CPE credits)
10:00 AM - 10:50 AM: Observe & Adapt: The Ultimate Edge in Life and Leadership (Part 1) | Kevin and Kathy Miiller
The high achiever’s great irritation: spotting massive potential and clear solutions, but realizing that others don’t care to hear your recommendations. We tell them about it, and nothing happens. Even worse, they may get frustrated or angry as we continue to try to convince them.
The good news is that there are things you do when you approach people to help them understand what you are trying to communicate. A common mistake nearly all humans tend to make is to communicate and interact with people in the fashion that works for us. To be honest, we’re too wrapped up in our own way of thinking and doing things. To become more effective, we must adapt to what engages and influences THEM. Effectiveness skyrockets when we strive to first understand, then adapt to others. This is why the people first method of observing and adapting is the ultimate game-changing tactic.
11:05 AM - 11:55 AM: Observe & Adapt: The Ultimate Edge in Life and Leadership (Part 2) | Kevin and Kathy Miiller
12:45 PM - 1:35 PM: The Power of Being Human in an AI - Driven World | Heather Ostrowski
In this interactive, in‑person session, you’ll discover the unique value you bring in a world increasingly shaped by AI. You’ll explore practical ways to lean into your strengths to support both personal and professional growth. Together, we’ll create a simple, sustainable plan you can confidently stick to as you elevate the areas where you most want to grow.
1:50 PM - 2:40 PM: Purpose, Value, and Connection | Heather Ostrowski
(In-Person Fargo, Satellite Bismarck)
When it comes to engagement in the workplace, these two are critical. This session will help your team create their purpose statement, audit their network for success, and drive greater connectedness overall.
2:40 PM - 3:30 PM: Connecting with Peers!
To make this event accessible to young professionals in both locations, sessions will be shared between Bismarck and Fargo through a live group broadcast format. The morning sessions will take place in person in Bismarck, with Fargo attendees participating together via a live virtual feed. In the afternoon, the format will switch, with sessions in person in Fargo and the Bismarck group joining live virtually. This format allows attendees at both locations to experience part of the day in person while staying connected through a shared, interactive learning environment and statewide peer networking.
Meet the Speakers
Kevin Miiller, PE, MBA, author of Finding Ways to Win & Doing More with Less and John C Maxwell certified speaker, trainer and coach. With 30 years of management experience, Kevin’s expertise ranges from construction foreman, engineering management, regional sales manager, and GM. Taking his success in athletics to the business world, he has brought about growth factors of 60%, 200%, 300%, and 500%, in different industries and each in less than 5 years. Kevin’s heart is to join forces with leaders and managers to help them solve problems, reduce stress and enjoy higher levels of success. Kevin believes that an organization’s workplace culture is the biggest competitive advantage, and that culture starts with trustworthy, strategic leaders who have a people first mindset.
Kathy Miiller, Med, has over 25 years of experience in education (starting as a high school math teacher), most notably evaluating, developing, and delivering corporate training. With a master's degree in instructional technology, Kathy works as an education and training specialist, primarily consulting for the aviation industry to advance their pilot training services. As part of her volunteer work, Kathy has been working with students and families to identify and facilitate career and education pathways since 2018, eventually becoming a certified Global Career Development Facilitator (GCDF). A fun fact about Kathy is that she is a Division I All-American sprinter originally from Nebraska. She competed on the world junior team in Seoul, South Korea, and ran in the Olympic Trials.
Heather Ostrowski is a Senior Organizational Development Officer for Gate City Bank with over 25 years of experience in management, sales, speaking, writing and team/personal/professional development. She is a joyful connector of people, both to other people and to resources they may need, with a special focus on mental health resources. She serves as a public speaker to diverse audiences on a variety of topics and her passions include supporting her family, community, and team members.
She lives in Hawley, MN with her husband Jeremy, their son Adam and two labradoodles. Their other son Ethan is a student at the University of Minnesota. They love golf, being outside in the warm seasons and sweet treats!
Registration Fees (Add $20 after May 5):
Member: $99.00
Nonmember: $125.00
Student: $20.00
Location: Four Point at Sheraton - Fargo | United Energy Corporation - Bismarck
5/20/2026
Effective tax research is essential for both accuracy and efficiency -- helping you leave the office on time and avoid late-night stress over unresolved tax questions. Explore how to streamline your tax research process by integrating artificial intelligence with traditional research tools, identifying the right starting point for different scenarios and using advanced strategies to quickly locate and verify key tax information.
Major subjects
* Evaluation of AI tools, including ChatGPT, Blue J, RIA CoCounsel, Bloomburg AI, and Grok.
*Integrating artificial intelligence with traditional tax research tools.
*Minimizing the risks of using AI.
*Quickly moving from AI to tax treatises and other traditional tax research tools.
*How to vary research techniques when a significant tax issue affects an important client.
*Increasing accuracy of answers using "verification" tools.
*Increasing speed of research using "toehold" strategies.
Learning objective(s)
*Identify very recent changes to AI research tools.
*Learn how to perform efficient and effective tax research with AI.
*Learn when to start with traditional research tools and when to start with AI.
*Learn to get started quickly on a research project.
Who should take this program?
Tax professionals who want to increase their efficiency in tax research.
Prerequisites: Some experience doing tax research.
Advance prep: None
Field(s) of study: Taxes - Technical (2.0)
Level: Intermediate
Format: Group Internet Based
Instructor: George Koutelieris, CPA and Greg White, CPA
George Koutelieris, CPA, MS-Tax, is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. He has more than 22 years of tax accounting experience. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars, covering a wide range of tax topics, for the last eight years.
Greg White, CPA, has practiced tax for more than 40 years, is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He is founder and shareholder in the Seattle CPA firm WGN, P.S. and served as an adjunct professor at the Golden Gate University’s Seattle campus for more than 14 years. Greg has been named a “Top 50” IRS Practitioner by CPA Magazine.
Fees:
$109 Member / $139 Nonmember
Location: Virtual
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
6/2/2026
Explore key tax strategies for real estate investors and their advisers. Gain insights into optimizing real estate purchases, navigating passive activity rules -- including exceptions for real estate professionals and short-term rentals-- and leveraging the self-employment tax exception for rental real estate. Learn how to maximize deductions through partial disposition losses, convert nondeductible interest into deductible expenses and execute like-kind exchanges effectively. Unpack the complexities of Airbnb taxation and take a deep dive into claiming bonus depreciation, Section 179 deductions and de minimis deductions on real estate.
Major subjects
*Apportionment of purchase price.
*Bonus depreciation, Section 179 and de minimis expense for real estate.
*Partial disposition losses.
*Deducting removal costs.
*Depreciating property acquired in a like-kind exchange.
*Converting nondeductible interest expense into deductible interest expense.
*Section 199A for rental real estate.
*Self-employment tax for rental real estate (including Airbnb's).
*The "Augusta rule."
*Special rules that apply to real estate professionals and short-term rentals.
Learning objective(s)
*Recognize the mechanics of apportioning purchase price as part of a purchase of real estate.
*Identify property that qualifies for bonus depreciation, Section 179 and de minimis expense.
*Identify methods to convert non-deductible interest into deductible interest expense.
*Recognize how to compute partial disposition losses.
*Recognize how to compute depreciation for property acquired in a like-kind exchange.
*Identify real estate income that's eligible for the Section 199A 20% qualifying business income deduction.
*Identify real estate professionals.
*Compute real estate losses allowed for active participants.
*Identify strategies for participating in like-kind exchanges.
Who should take this program?
Tax professionals who have clients that own real estate.
Prerequisites: Some experience with real estate tax recommended.
Advance prep: None
Field(s) of study: Taxes - Technical (4.0)
Level: Intermediate
Format: Group Internet Based
Instructor: George Koutelieris, CPA and Greg White, CPA
George Koutelieris, CPA, MS-Tax, is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. He has more than 22 years of tax accounting experience. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars, covering a wide range of tax topics, for the last eight years.
Greg White, CPA, has practiced tax for more than 40 years, is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He is founder and shareholder in the Seattle CPA firm WGN, P.S. and served as an adjunct professor at the Golden Gate University’s Seattle campus for more than 14 years. Greg has been named a “Top 50” IRS Practitioner by CPA Magazine.
Fees:
$220 Member / $270 Nonmember
Location: Virtual
6/8/2026 - 6/9/2026
2026 Management Conference Exhibitor and Sponsorship: June 8-9 (Fargo & Virtual)
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Conference Sponsor*
- Keynote Speaker*
- Lunch/Breakfast Sponsor
- Social/Happy Hour
- Break Sponsor
- Exhibit Booth
- Handout
Media Kit
Location: Holiday Inn Fargo
3803 13th Avenue South
Fargo, ND 58103
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
6/18/2026 - 6/18/2026
Develop a foundation of business valuation knowledge that you can use to pursue certification or enhance your related consulting and advisory offerings. Business valuation concepts will be demonstrated with a real-world case study to tie theory and practice together. Practitioners in public practice and industry will benefit from an increased understanding of the relationship between accounting and finance from a business valuation perspective.
Learning objectives:
*Understand how to value a business using theory and practical tools.
Major subjects:
*Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments
Designed for: CPAs in public practice and industry
Prerequisites: None
Advanced Prep: None
Level: Basic
NASBA Field of Study: Specialized Knowledge – Technical (8)
Registration Fees (Add $50 after June 4):
Member: $375.00
Nonmember: $425.00
 |
Shawn Stumphf, CPA ASA-BV ABV CFE CGMA MBA DBA Dr. Shawn M. Stumphf is a consultant and recognized expert in business valuation, forensic accounting, and economic damage analysis. He has nearly two decades of experience in accounting, finance, and consulting, with a primary focus on valuation and financial dispute matters. Dr. Stumphf has authored over 1,000 valuation and consulting reports and has testified as an expert witness in state and federal courts. His work involves complex financial disputes, including shareholder litigation, marital dissolution, wrongful death, and other high-stakes matters. He has performed valuations of businesses ranging from small owner-operated companies to international enterprises, with revenues from under $1 million to over $500 million, with a primary focus on closely held and middle-market businesses. In addition to his consulting practice, Dr. Stumphf serves as Assistant Professor of Practice in Finance at North Dakota State University. He holds a Doctorate in Business Administration with an econometrics focus from Creighton University. |
Location: NDSU - The Union: 1401 Administration Avenue, Fargo, North Dakota
6/18/2026 - 6/18/2026
Develop a foundation of business valuation knowledge that you can use to pursue certification or enhance your related consulting and advisory offerings. Business valuation concepts will be demonstrated with a real-world case study to tie theory and practice together. Practitioners in public practice and industry will benefit from an increased understanding of the relationship between accounting and finance from a business valuation perspective.
Learning objectives:
*Understand how to value a business using theory and practical tools.
Major subjects:
*Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments
Designed for: CPAs in public practice and industry
Prerequisites: None
Advanced Prep: None
Level: Basic
NASBA Field of Study: Specialized Knowledge – Technical (8)
Registration Fees (Add $50 after June 4):
Member: $375.00
Nonmember: $425.00
|
Shawn Stumphf, CPA ASA-BV ABV CFE CGMA MBA DBA Dr. Shawn M. Stumphf is a consultant and recognized expert in business valuation, forensic accounting, and economic damage analysis. He has nearly two decades of experience in accounting, finance, and consulting, with a primary focus on valuation and financial dispute matters. Dr. Stumphf has authored over 1,000 valuation and consulting reports and has testified as an expert witness in state and federal courts. His work involves complex financial disputes, including shareholder litigation, marital dissolution, wrongful death, and other high-stakes matters. He has performed valuations of businesses ranging from small owner-operated companies to international enterprises, with revenues from under $1 million to over $500 million, with a primary focus on closely held and middle-market businesses. In addition to his consulting practice, Dr. Stumphf serves as Assistant Professor of Practice in Finance at North Dakota State University. He holds a Doctorate in Business Administration with an econometrics focus from Creighton University. |
Location: Virtual
6/22/2026
Understanding the Form 990 and Its Preparation Prerequisites (Webinar)
Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively.
Major subjects
*Overview of the Form 990's structure, purpose and schedule design.
*Key factors that establish a related organization.
*Definitions affecting Part VII‑A including trustees, directors, officers, key employees and high‑compensation individuals.
*Core terms such as family relationships, business relationships, independence and 35% controlled entities which are central to both Core Form Part VI and Schedule L.
*Sequencing of preparation tasks and identifying internal data providers.
*Best practices for engaging the board in understanding the completed Form 990.
Learning objective(s)
*Appreciate the public relations and regulatory impact of the Core Form and frequently used schedules.
*Identify the circumstances triggering each of the 15 substantive schedules.
*Master six essential glossary terms every Form 990 preparer must know.
*Understand how board member independence affects Schedule L reporting.
*Recognize who within an organization holds the information needed for accurate Form 990 preparation.
Who should take this program?
Public accounting tax and audit staff, nonprofit organization treasurers, accountants, CFOs and other compliance advisors.
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary.
Advance prep: None
Field(s) of study: Taxes - Technical (2.5)
Level: Overview
Format: Group Internet Based
Instructor:
Eve R. Borenstein, JD, is of counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC, firm specializing in not-for-profit organizations, although she is now retired from law practice aside from closing a few client projects. Previously, she operated her own firm -- a national tax and compliance practice serving not-for-profit organizations -- for 30 years. Eve is an active volunteer, speaker, advisor and teacher who’s nationally recognized for her Form 990 expertise and preparation courses. Eve’s "claim to fame" was being surprisingly introduced as the "Queen of the 990" when giving invited testimony on the form’s efficacy to Congress in July 2012.
Fees:
$135 Member / $175 Nonmember
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
6/29/2026
Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
Master the preparation of Form 990 schedules with practical guidance and actionable insights you can apply immediately. Focus on the three most critical schedules: Schedule A, required for all 501(c)(3) organizations; Schedule B, applicable to many (c)(3)s and certain non-(c)(3)s and Schedule O, where some of the form's most complex disclosures reside. Develop a clear understanding of Schedule A, including its two public support tests, and clarify common misconceptions around donor reporting in Schedule B. Gain insight into Schedule O's most sensitive disclosure requirements, ensuring you can handle its underlying obligations. Leave with the insight needed to prepare these schedules accurately and communicate their implications confidently.
Major subjects
*Benefits of public charity classification.
*Public support tests and common pitfalls.
*Preparation of Schedule B and related worksheets, including donor disclosure.
*Governance and public relations considerations.
*Board review and compliance expectations.
*Management company disclosure requirements.
Learning objective(s)
*Understand how Schedule A, Part I reports an organization's basis for classification each tax year.
*Identify revenue inputs, calculate public support percentages and understand donor diversity and contribution limits.
*Learn the reporting conventions for disclosing donor contributions and identities.
*Examine the six key inquiries in Part VI and their related disclosure narratives.
*Understand criteria for answering "Yes" to Part VI, Line 11a regarding board review.
*Identify disclosures required when an organization employs a management company and how these differ from Part VII-A reporting.
Who should take this program?
Public accounting tax and audit staff; nonprofit organization treasurers, accountants, CFOs and other finance and compliance advisers.
Prerequisites: Some familiarity with the nonprofit sector.
Advance prep: None
Field(s) of study: Taxes - Technical (2.5)
Level: Basic
Format: Group Internet Based
Instructor:
Eve R. Borenstein, JD, is of counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC, firm specializing in not-for-profit organizations, although she is now retired from law practice aside from closing a few client projects. Previously, she operated her own firm -- a national tax and compliance practice serving not-for-profit organizations -- for 30 years. Eve is an active volunteer, speaker, advisor and teacher who’s nationally recognized for her Form 990 expertise and preparation courses. Eve’s "claim to fame" was being surprisingly introduced as the "Queen of the 990" when giving invited testimony on the form’s efficacy to Congress in July 2012.
Fees:
$135 Members / $175 Nonmembers
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
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
8/24/2026 - 8/25/2026
Annual CPA Convention Exhibitor and Sponsorship: August 24-25 (Bismarck & Virtual)
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Conference Sponsor*
- Keynote Speaker*
- Lunch/Breakfast Sponsor
- Hospitality Room
- Social/Happy Hour
- Break Sponsor
- Exhibit Booth (Mon/Tue/Wed)
- Handout
- Golf Hole
Media Kit
Location: Bismarck Civic Center
9/21/2026 - 9/22/2026
Farm Tax Conference Exhibitor and Sponsorship: September 21-22 (Grand Forks & Virtual)
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Conference Sponsor*
- Keynote Speaker*
- Lunch/Breakfast Sponsor
- Social/Happy Hour
- Break Sponsor
- Exhibit Booth
Media Kit
Location: TBD
9/22/2026
Understanding the Form 990 and Its Preparation Prerequisites (Webinar)
Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively.
Major subjects
*Overview of the Form 990's structure, purpose and schedule design.
*Key factors that establish a related organization.
*Definitions affecting Part VII‑A including trustees, directors, officers, key employees and high‑compensation individuals.
*Core terms such as family relationships, business relationships, independence and 35% controlled entities which are central to both Core Form Part VI and Schedule L.
*Sequencing of preparation tasks and identifying internal data providers.
*Best practices for engaging the board in understanding the completed Form 990.
Learning objective(s)
*Appreciate the public relations and regulatory impact of the Core Form and frequently used schedules.
*Identify the circumstances triggering each of the 15 substantive schedules.
*Master six essential glossary terms every Form 990 preparer must know.
*Understand how board member independence affects Schedule L reporting.
*Recognize who within an organization holds the information needed for accurate Form 990 preparation.
Who should take this program?
Public accounting tax and audit staff, nonprofit organization treasurers, accountants, CFOs and other compliance advisors.
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary.
Advance prep: None
Field(s) of study: Taxes - Technical (2.5)
Level: Overview
Format: Group Internet Based
Instructor:
Eve R. Borenstein, JD, is of counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC, firm specializing in not-for-profit organizations, although she is now retired from law practice aside from closing a few client projects. Previously, she operated her own firm -- a national tax and compliance practice serving not-for-profit organizations -- for 30 years. Eve is an active volunteer, speaker, advisor and teacher who’s nationally recognized for her Form 990 expertise and preparation courses. Eve’s "claim to fame" was being surprisingly introduced as the "Queen of the 990" when giving invited testimony on the form’s efficacy to Congress in July 2012.
Fees:
$135 Member / $175 Nonmember
9/29/2026
Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
Master the preparation of Form 990 schedules with practical guidance and actionable insights you can apply immediately. Focus on the three most critical schedules: Schedule A, required for all 501(c)(3) organizations; Schedule B, applicable to many (c)(3)s and certain non-(c)(3)s and Schedule O, where some of the form's most complex disclosures reside. Develop a clear understanding of Schedule A, including its two public support tests, and clarify common misconceptions around donor reporting in Schedule B. Gain insight into Schedule O's most sensitive disclosure requirements, ensuring you can handle its underlying obligations. Leave with the insight needed to prepare these schedules accurately and communicate their implications confidently.
Major subjects
*Benefits of public charity classification.
*Public support tests and common pitfalls.
*Preparation of Schedule B and related worksheets, including donor disclosure.
*Governance and public relations considerations.
*Board review and compliance expectations.
*Management company disclosure requirements.
Learning objective(s)
*Understand how Schedule A, Part I reports an organization's basis for classification each tax year.
*Identify revenue inputs, calculate public support percentages and understand donor diversity and contribution limits.
*Learn the reporting conventions for disclosing donor contributions and identities.
*Examine the six key inquiries in Part VI and their related disclosure narratives.
*Understand criteria for answering "Yes" to Part VI, Line 11a regarding board review.
*Identify disclosures required when an organization employs a management company and how these differ from Part VII-A reporting.
Who should take this program?
Public accounting tax and audit staff; nonprofit organization treasurers, accountants, CFOs and other finance and compliance advisers.
Prerequisites: Some familiarity with the nonprofit sector.
Advance prep: None
Field(s) of study: Taxes - Technical (2.5)
Level: Basic
Format: Group Internet Based
Instructor:
Eve R. Borenstein, JD, is of counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC, firm specializing in not-for-profit organizations, although she is now retired from law practice aside from closing a few client projects. Previously, she operated her own firm -- a national tax and compliance practice serving not-for-profit organizations -- for 30 years. Eve is an active volunteer, speaker, advisor and teacher who’s nationally recognized for her Form 990 expertise and preparation courses. Eve’s "claim to fame" was being surprisingly introduced as the "Queen of the 990" when giving invited testimony on the form’s efficacy to Congress in July 2012.
Fees:
$135 Members / $175 Nonmembers
11/12/2026 - 11/12/2026
2026 Business & Industry Miniseries Sponsorship: November 12, 2026 (Virtual Only)
NOTE: This registration is for sponsorships only and cannot be used to register for CPE.
Sponsorship Opportunities:
- Mini-Series Sponsor*
Media Kit
Location: Virtual
12/9/2026 - 12/10/2026
2026 Technology Conference Sponsorship: December 10-11 (Live Virtual)
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Technology Sponsor*
Media Kit
Location: Virtual
1/15/2027
Professional Ethics: The AICPA's Comprehensive Course On-Demand (For Licensure)
Product# 155906
Upon purchase of this course you will be sent a link to access the course online. This link is good for one year after purchase.
You must pass this course with a score of 90% or higher.
This revised course teaches you the AICPA, SEC and GAO independence rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date AICPA, SEC and GAO rules.
This CPE course also explains the revised AICPA Code of Professional Conduct and conceptual framework, which all members of the AICPA must follow. It covers the basic tenets of ethical and professional conduct, covering the principles of ethics, and it explains why the code is necessary and how it is organized.
Location: On-Demand
2/11/2027 - 2/11/2027
2027 Business & Industry Miniseries Sponsorship: February 11, 2027 (Virtual Only)
Sponsorship Opportunities:
- Mini-Series Sponsor*
Media Kit
Location: Virtual
