Event Registration - North Dakota CPA Society
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2026 Annual CPA Convention (In-Person)
8/23/2026 - 8/25/2026
*This is for in-person registration.
Location: Bismarck Event Center
315 S. 5th St.
Bismarck, ND 58504
2026 Annual CPA Convention (Virtual)
8/23/2026 - 8/25/2026
*This is for virtual registration.
Location: Bismarck Event Center
315 S. 5th St.
Bismarck, ND 58504
2026 Farm Tax Conference (In-Person)
9/21/2026 - 9/22/2026
Location: Staybridge Suites, 1175 42nd Street, Grand Forks, North Dakota 58201
2026 Farm Tax Conference (Virtual)
9/21/2026 - 9/22/2026
Location: Virtual
2026 Farm Tax Conference Exhibitor and Sponsorship
9/21/2026 - 9/22/2026
Location: TBD
Surgent's Unlimited Plus Package
1/1/2026 - 12/31/2027
Location: PLSS-9999-01-SSDL
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
Surgent's Unlimited Self-Study Package
1/1/2026 - 12/31/2027
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
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)
Surgent's Unlimited Webinar Package
1/1/2026 - 12/31/2027
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.
Location: UNWS-9999-01-WEBNR
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
2026 Member Webinars Sponsorship
3/1/2026 - 2/28/2027
Location: Virtual
3/1/2026 - 2/28/2027
2026 Member Webinars Up to 10 per Year - (Virtual)
Sponsor a 50-minute session (1 CPE credit) educational webinar for our members. We will handle the registration, setup, and advertise the event. Topic and speaker must be pre-approved by the ND CPAS. These live webinars have an average attendance of 150 participants. The event sponsor will receive an electronic list of attendees (name, firm/company if applicable).
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Webinar Sponsor
Location: Virtual
Special Events: Pipeline Initiatives Sponsorship
3/1/2026 - 2/28/2027
Media Kit
3/1/2026 - 2/28/2027
Special Events: Pipeline Initiatives Sponsorship
If promoting the accounting profession, the value of the CPA credential, and student career pathways is of interest to you, support the ND CPAS career awareness programs. From career fairs to accounting awareness programs, the ND CPAS is working to help the next generation understand the possibilities that can come with getting their CPA - and help them get there.
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!
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
Special Events: Young Professionals Sponsorship
3/1/2026 - 2/28/2027
Media Kit
3/1/2026 - 2/28/2027
Special Events: Young Professionals Sponsorship
Our young professionals events are the perfect way to get in front of young members. Becoming one of our most popular event series, we travel the state to fun and exciting places to network.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Champion Sponsor
- Partner Sponsor
Media Kit
FREE Member Webinar: AICPA Town Hall Series (8/20/2026)
8/20/2026
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
8/20/2026
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
8/23/2026 - 8/25/2026
*This is for in-person registration.
Location: Bismarck Event Center
315 S. 5th St.
Bismarck, ND 58504
8/23/2026 - 8/25/2026
*This is for virtual registration.
Location: Bismarck Event Center
315 S. 5th St.
Bismarck, ND 58504
2026 Annual Convention Exhibitor and Sponsorship
8/24/2026 - 8/25/2026
Media Kit
Location: Bismarck Civic Center
8/24/2026 - 8/25/2026
Annual CPA Convention Exhibitor and Sponsorship: August 24-25 (Bismarck & Virtual)
The Annual Convention is our longest running event. We are anticipating an attendance of approximately 200 participants. This conference is designed for CPAs in both public practice and private industry. Most attendees are CPAs from North Dakota.
Would you like to exhibit at multiple events? Start by filling out this form!
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
FREE Member Webinar: AICPA Town Hall Series (9/3/2026)
9/3/2026
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
9/3/2026
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 (9/17/2026)
9/17/2026
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
9/17/2026
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
9/21/2026 - 9/22/2026
Join Us In-Person for Insightful Discussions and Expert Guidance! This year’s conference features an exceptional lineup of regional and national experts who are leaders in the field. They’ll provide practical insights, share real-world experience, and answer your most pressing questions. Whether you are a farmer, rancher, agricultural professional, or advisor, this event is designed to help you confidently navigate the complexities of farm tax, business planning, estate strategies, and today’s evolving agricultural economy.
Attendees will gain both region-specific insights and national perspectives, with sessions covering:
- The latest farm tax laws and updates
- Proven strategies for farm and ranch business and estate planning
- Key trends shaping the economics of agriculture
- Regional resources and updates to support stronger decision-making
This is more than a conference—it’s an opportunity to connect, learn, and grow alongside a community dedicated to the long-term success of farming and ranching operations.
Designed For:
Tax practitioners working with farmers and ranchers who need to stay current on:
- Federal tax legislation
- IRS guidance
- Recent court decisions
CPE Credits: 16
Fees (add $50 after September 7):
Early Member: $449
Early Member One-Day: $375
Early Non-Member: $549
Early Non-Member One-Day: $475
Location: Staybridge Suites, 1175 42nd Street, Grand Forks, North Dakota 58201
9/21/2026 - 9/22/2026
Join Us In-Person for Insightful Discussions and Expert Guidance! This year’s conference features an exceptional lineup of regional and national experts who are leaders in the field. They’ll provide practical insights, share real-world experience, and answer your most pressing questions. Whether you are a farmer, rancher, agricultural professional, or advisor, this event is designed to help you confidently navigate the complexities of farm tax, business planning, estate strategies, and today’s evolving agricultural economy.
Attendees will gain both region-specific insights and national perspectives, with sessions covering:
- The latest farm tax laws and updates
- Proven strategies for farm and ranch business and estate planning
- Key trends shaping the economics of agriculture
- Regional resources and updates to support stronger decision-making
This is more than a conference—it’s an opportunity to connect, learn, and grow alongside a community dedicated to the long-term success of farming and ranching operations.
Designed For:
Tax practitioners working with farmers and ranchers who need to stay current on:
- Federal tax legislation
- IRS guidance
- Recent court decisions
CPE Credits: 16
Fees (add $50 after September 7):
Early Member: $449
Early Member One-Day: $375
Early Non-Member: $549
Early Non-Member One-Day: $475
Location: Virtual
9/21/2026 - 9/22/2026
Farm Tax Conference Exhibitor and Sponsorship: September 21-22 (Grand Forks & Virtual)
The Farm Tax Conference is an event designed for practitioners with clientele who are farmers or ranchers. We are anticipating an attendance of approximately 100 participants.
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
* Limited availability.
Media Kit
Media Kit
Location: TBD
MNCPA Understanding the Form 990 and its Preparation Prerequisites (Webinar)
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
9/22/2026
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
FREE Member Webinar: From Software Buyer to Strategic Partner: How AI Frees CPAs to Do the Work That Matters
9/29/2026
AI is taking over the repetitive, rules-based tasks that have filled the CPA's day for years, and that's good news. This practical, follow-along session shows how to turn that reclaimed time into higher-value work, whether you're advising clients in a firm or shaping decisions inside a company. We'll look at where AI saves the most time, the guardrails every CPA should have in place, and how the best in the profession are using it to earn a bigger seat at the table.
1.5 CPE Credit
Free to members!
Non-members: $79.00
Speaker: Scott Pooch
Bio:
Scott Pooch is a retirement plan consultant and educator based in Columbus, Ohio, with 20+ years working with business owners on tax strategy, plan design, and exit planning. He’s also become a go-to resource for CPAs and financial professionals who want to use AI without the jargon — or the overwhelm.
Location: Virtual
9/29/2026
AI is taking over the repetitive, rules-based tasks that have filled the CPA's day for years, and that's good news. This practical, follow-along session shows how to turn that reclaimed time into higher-value work, whether you're advising clients in a firm or shaping decisions inside a company. We'll look at where AI saves the most time, the guardrails every CPA should have in place, and how the best in the profession are using it to earn a bigger seat at the table.
1.5 CPE Credit
Free to members!
Non-members: $79.00
Speaker: Scott Pooch
Bio:
Scott Pooch is a retirement plan consultant and educator based in Columbus, Ohio, with 20+ years working with business owners on tax strategy, plan design, and exit planning. He’s also become a go-to resource for CPAs and financial professionals who want to use AI without the jargon — or the overwhelm.
Location: Virtual
FREE Member Webinar: AICPA Town Hall Series (10/1/2026)
10/1/2026
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
10/1/2026
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 (10/15/2026)
10/15/2026
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
10/15/2026
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 (10/29/2026)
10/29/2026
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
10/29/2026
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
MNCPA Case Studies in Business Valuation: Developing Defensible Conclusions (In-person)
11/6/2026
Move beyond valuation concepts and into practitioner decision-making. Through practical valuation scenarios and case-based exercises, evaluate common judgment areas, test assumptions for reasonableness, reconcile conflicting valuation evidence, document support for conclusions and communicate defensible valuation opinions. Using an evidence-based framework, learn how to define valuation issues, develop supportable analyses, evaluate assumptions and communicate results clearly and effectively. Also learn about practical applications and limitations of AI in valuation analysis, documentation, review and reporting. Leave with greater confidence in developing, defending and communicating valuation opinions.
Major subjects
*Valuation engagement decisions and professional standards.
*Development of valuation analyses.
*Reasonableness testing and reconciliation.
*Levels of value, discounts, and premiums.
*Documentation, reporting and professional practice.
*Practical uses and limitations of AI in valuation practice.
Learning objective(s)
*Identify engagement decisions that affect the development and reporting of a valuation opinion.
*Apply practitioner judgment to valuation scenarios involving valuation methods, assumptions and adjustments.
*Evaluate valuation assumptions using reasonableness tests and supporting evidence.
*Reconcile conflicting valuation indications, assumptions and levels of value.
*Document valuation analyses and conclusions to support a defensible opinion.
*Communicate valuation conclusions clearly in written reports.
*Recognize appropriate uses and limitations of AI in valuation analysis, documentation, review and reporting.
Who should take this program?
CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.
Prerequisites: Working knowledge of basic business valuation concepts, including valuation purposes, standards of value, income methods, market methods and asset-based methods.
Advance prep: None
Field(s) of study: Specialized Knowledge - Technical (8.0)
Level: Intermediate
Format: Group Live and Group Internet Based
Instructor:
Shawn Stumphf, , ABV, CPA, MBA, CFE,
Forvalas
4151 38th St S Ste A
Fargo, ND 58104
shawn@forvalas.com
Dr. Shawn 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.
Fees:
$375 Member / $475 Nonmember
In-person will be in Minneapolis, MN.
Location: In-person (Minneapolis, MN)
11/6/2026
Move beyond valuation concepts and into practitioner decision-making. Through practical valuation scenarios and case-based exercises, evaluate common judgment areas, test assumptions for reasonableness, reconcile conflicting valuation evidence, document support for conclusions and communicate defensible valuation opinions. Using an evidence-based framework, learn how to define valuation issues, develop supportable analyses, evaluate assumptions and communicate results clearly and effectively. Also learn about practical applications and limitations of AI in valuation analysis, documentation, review and reporting. Leave with greater confidence in developing, defending and communicating valuation opinions.
Major subjects
*Valuation engagement decisions and professional standards.
*Development of valuation analyses.
*Reasonableness testing and reconciliation.
*Levels of value, discounts, and premiums.
*Documentation, reporting and professional practice.
*Practical uses and limitations of AI in valuation practice.
Learning objective(s)
*Identify engagement decisions that affect the development and reporting of a valuation opinion.
*Apply practitioner judgment to valuation scenarios involving valuation methods, assumptions and adjustments.
*Evaluate valuation assumptions using reasonableness tests and supporting evidence.
*Reconcile conflicting valuation indications, assumptions and levels of value.
*Document valuation analyses and conclusions to support a defensible opinion.
*Communicate valuation conclusions clearly in written reports.
*Recognize appropriate uses and limitations of AI in valuation analysis, documentation, review and reporting.
Who should take this program?
CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.
Prerequisites: Working knowledge of basic business valuation concepts, including valuation purposes, standards of value, income methods, market methods and asset-based methods.
Advance prep: None
Field(s) of study: Specialized Knowledge - Technical (8.0)
Level: Intermediate
Format: Group Live and Group Internet Based
Instructor:
Shawn Stumphf, , ABV, CPA, MBA, CFE,
Forvalas
4151 38th St S Ste A
Fargo, ND 58104
shawn@forvalas.com
Dr. Shawn 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.
Fees:
$375 Member / $475 Nonmember
In-person will be in Minneapolis, MN.
Location: In-person (Minneapolis, MN)
MNCPA Case Studies in Business Valuation: Developing Defensible Conclusions (Webinar)
11/6/2026
Move beyond valuation concepts and into practitioner decision-making. Through practical valuation scenarios and case-based exercises, evaluate common judgment areas, test assumptions for reasonableness, reconcile conflicting valuation evidence, document support for conclusions and communicate defensible valuation opinions. Using an evidence-based framework, learn how to define valuation issues, develop supportable analyses, evaluate assumptions and communicate results clearly and effectively. Also learn about practical applications and limitations of AI in valuation analysis, documentation, review and reporting. Leave with greater confidence in developing, defending and communicating valuation opinions.
Major subjects
*Valuation engagement decisions and professional standards.
*Development of valuation analyses.
*Reasonableness testing and reconciliation.
*Levels of value, discounts, and premiums.
*Documentation, reporting and professional practice.
*Practical uses and limitations of AI in valuation practice.
Learning objective(s)
*Identify engagement decisions that affect the development and reporting of a valuation opinion.
*Apply practitioner judgment to valuation scenarios involving valuation methods, assumptions and adjustments.
*Evaluate valuation assumptions using reasonableness tests and supporting evidence.
*Reconcile conflicting valuation indications, assumptions and levels of value.
*Document valuation analyses and conclusions to support a defensible opinion.
*Communicate valuation conclusions clearly in written reports.
*Recognize appropriate uses and limitations of AI in valuation analysis, documentation, review and reporting.
Who should take this program?
CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.
Prerequisites: Working knowledge of basic business valuation concepts, including valuation purposes, standards of value, income methods, market methods and asset-based methods.
Advance prep: None
Field(s) of study: Specialized Knowledge - Technical (8.0)
Level: Intermediate
Format: Group Live and Group Internet Based
Instructor:
Shawn Stumphf, , ABV, CPA, MBA, CFE,
Forvalas
4151 38th St S Ste A
Fargo, ND 58104
shawn@forvalas.com
Dr. Shawn 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.
Fees:
$375 Member / $475 Nonmember
Location: Virtual
11/6/2026
Move beyond valuation concepts and into practitioner decision-making. Through practical valuation scenarios and case-based exercises, evaluate common judgment areas, test assumptions for reasonableness, reconcile conflicting valuation evidence, document support for conclusions and communicate defensible valuation opinions. Using an evidence-based framework, learn how to define valuation issues, develop supportable analyses, evaluate assumptions and communicate results clearly and effectively. Also learn about practical applications and limitations of AI in valuation analysis, documentation, review and reporting. Leave with greater confidence in developing, defending and communicating valuation opinions.
Major subjects
*Valuation engagement decisions and professional standards.
*Development of valuation analyses.
*Reasonableness testing and reconciliation.
*Levels of value, discounts, and premiums.
*Documentation, reporting and professional practice.
*Practical uses and limitations of AI in valuation practice.
Learning objective(s)
*Identify engagement decisions that affect the development and reporting of a valuation opinion.
*Apply practitioner judgment to valuation scenarios involving valuation methods, assumptions and adjustments.
*Evaluate valuation assumptions using reasonableness tests and supporting evidence.
*Reconcile conflicting valuation indications, assumptions and levels of value.
*Document valuation analyses and conclusions to support a defensible opinion.
*Communicate valuation conclusions clearly in written reports.
*Recognize appropriate uses and limitations of AI in valuation analysis, documentation, review and reporting.
Who should take this program?
CPAs, valuation professionals, financial analysts, and others with foundational business valuation knowledge who want to strengthen their practical valuation, documentation and reporting skills.
Prerequisites: Working knowledge of basic business valuation concepts, including valuation purposes, standards of value, income methods, market methods and asset-based methods.
Advance prep: None
Field(s) of study: Specialized Knowledge - Technical (8.0)
Level: Intermediate
Format: Group Live and Group Internet Based
Instructor:
Shawn Stumphf, , ABV, CPA, MBA, CFE,
Forvalas
4151 38th St S Ste A
Fargo, ND 58104
shawn@forvalas.com
Dr. Shawn 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.
Fees:
$375 Member / $475 Nonmember
Location: Virtual
2026 Business & Industry Fall Miniseries Sponsorship
11/12/2026 - 11/12/2026
Media Kit
Location: Virtual
11/12/2026 - 11/12/2026
2026 Business & Industry Miniseries Sponsorship: November 12, 2026 (Virtual Only)
The Business and Industry Miniseries is a one-day virtual event designed to enhance CPAs in business and industry's leadership and analytical skills in the fields of accounting and finance. For this event, we partner with other state societies and have an average attendance of 40 participants.
NOTE: This registration is for sponsorships only and cannot be used to register for CPE.
Sponsorship Opportunities:
NOTE: This registration is for sponsorships only and cannot be used to register for CPE.
Sponsorship Opportunities:
- Mini-Series Sponsor*
Media Kit
Location: Virtual
2026 Technology Conference Sponsorship
12/9/2026 - 12/10/2026
Media Kit
Location: Virtual
12/9/2026 - 12/10/2026
2026 Technology Conference Sponsorship: December 10-11 (Live Virtual)
This will be the 20th year we have hosted our annual Technology Conference. This is a fully virtual event with approximately 20 participants. The conference is designed and taught by K2 Enterprises.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Technology Sponsor*
Media Kit
Location: Virtual
Professional Ethics: The AICPA's Comprehensive Course
1/15/2027
Location: On-Demand
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
2027 Business & Industry Miniseries Spring Sponsorship
2/11/2027 - 2/11/2027
Media Kit
Location: Virtual
2/11/2027 - 2/11/2027
2027 Business & Industry Miniseries Sponsorship: February 11, 2027 (Virtual Only)
The Business and Industry Miniseries is a one-day virtual event designed to enhance CPAs in business and industry's leadership and analytical skills in the fields of accounting and finance. For this event, we partner with other state societies and have an average attendance of 40 participants.
Sponsorship Opportunities:
Sponsorship Opportunities:
- Mini-Series Sponsor*
Media Kit
Location: Virtual
