Professional Development and Event Catalog

Students, this virtual drop-in session was designed just for you! Accounting and Finance students can meet directly with experienced CPAs for informal conversation, exam guidance, and career insights. No presentation. No pressure. Just access. And speaking of access, you'll have the opportunity to speak with the following professionals; Mark Caplan, Former Managing Partner at KPMG & Accounting Instructor at the University of New Haven Katherine Patnaude,  Partner at PKF O'Connor Davies Justin Stone, Audit Partner at  KPMG So, stay 5 minutes, stay the full session, drop in between classes, ask 1 question or 10. All we ask is that you please register and we'll send you a reminder before your session begins.

More Dates

Students, this virtual drop-in session was designed just for you! Accounting and Finance students can meet directly with experienced CPAs for informal conversation, exam guidance, and career insights. No presentation. No pressure. Just access. And speaking of access, you'll have the opportunity to speak with the following professionals; Mo Malloy, Senior Tax Manager at CohnReznick Michael Welch, Partner at PCLB CPAs Katherine Donovan, Managing Partner at Donovan2 CPAs So, stay 5 minutes, stay the full session, drop in between classes, ask 1 question or 10. All we ask is that you please register and we'll send you a reminder before your session begins.

More Dates

Important: This is a VIRTUAL program and is being offered in partnership with the Greater Washington Society of CPAs Join us as we partner with the Greater Washington Society of CPAs for this premier conference, where financial leaders from all industries converge to explore the latest trends, share insights, and foster strategic collaboration. Our conference is tailored to meet the unique needs of CFOs, Controllers and other financial management professionals, offering a comprehensive program that addresses key challenges and opportunities in the financial landscape.By attending this conference, you will enhance your knowledge, expand your network, and stay at the forefront of industry trends. You will hear from experts, leaders and peers for the latest and greatest information on topics of importance for CFOs, Controllers. We expect 100-150 attendees for this event. Group discounts available for 3 or more - please inquire. Please note that the Class Pass does not apply to this program.

We are pleased to introduce our new partnership with the Florida Institute of CPAs!  LearnVoyage CPE@Sea offers CPAs an exceptional opportunity to fulfill their continuing education requirements while enjoying the luxury of a cruise. This innovative program combines high-quality, state-approved CPE sessions with the experience of traveling to exciting destinations. Following the success of the inaugural event, which included participants from Mississippi, Texas, Louisiana, Arizona, Washington DC and Florida, we are thrilled to now offer this one-of-a-kind journey to members in Connecticut! Program Structure and ScheduleLearnVoyage CPE@Sea cruise is structured to offer both professional growth and leisure. All 20 CPE hours are scheduled on 'Sea Days,' leaving port days open for participants to explore the exotic destinations along the cruise route. May 10 – May 17, 2026 (7 Days on Carnival Celebration) Ports of Call: St. Thomas Amber Cove®, Dominican Republic Celebration Key™, Bahamas Miami Attendees will be invited to participate in a welcome meet and greet once on the ship. Registration & Booking Process Register through FICPA to start the process and ensure you receive CPE credits. After registering for CPE, participants will be contacted by LearnVoyage to complete their booking of the cruise portion. Once both steps are complete, participants will receive a confirmation email, along with event details. For More InformationPlease contact Marc Hamilton at cpe@learnvoyage.com for any questions. In addition, details about the cruise, agenda and FAQ, can be found at the LearnVoyage website here, including: Engaging Video Clips: Short videos introduce LearnVoyage CPE@Sea, showcase the cruise experience, and answer frequently asked questions to give participants a clear understanding of the event. Personalized Follow-Up: Visitors will have the opportunity to schedule from the website a one-on-one follow-up call for any additional questions, ensuring clarity and convenience. Guided Registration & Booking: The website will provide step-by-step guidance to simplify both the CPE registration and the cruise booking.

Please be aware that this year's conference will only be held virtually and it will take place over the course of 2 mornings (May 19 & May 20th). This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area.

*IMPORTANT:  This is the virtual option for this conference and is being run in partnership with the New York State Society of CPAs (you do have the option to attend this conference in person as well, but please make sure to select the in-person option when registering). Please join us at the NYCPA Estate Planning Conference, long recognized as one of the premier estate planning programs in the Northeast United States. Each year, the sponsoring committee assembles a dynamic agenda designed to help practitioners navigate the most significant developments shaping estate, gift, and trust planning.This year’s Conference will once again offer timely insights into emerging trends, regulatory updates, technical planning considerations, and practical strategies relevant to professionals advising high-net-worth individuals, families, and closely held businesses. Attendees can expect in-depth discussions led by experienced practitioners, addressing the evolving federal and state landscape and its impact on modern estate planning practices. Offered both in-person and virtual, this hybrid Conference is a must-attend event! Highlights: Current developments in estate, gift, and generation-skipping transfer tax planning Planning with the new $ 15 million federal estate, gift and generation-skipping transfer (GST) tax exemptions under The One Big Beautiful Bill Act Marital Trust Planning and the consequences of divorce down the road IRS challenges to grantor retained annuity trusts (GRATs) in the Elcan case Preserving attorney-client privilege and confidential communications Planning with partnership or LLC interests, including through nongrantor trusts Estate and Gift Planning with the International Client Please note that the Class Pass does not apply to this program.

*IMPORTANT:  This is a virtual conference being run in partnership with the Iowa Society of CPAs The ISCPA Financial Institutions Conference brings together CPAs and other professionals working in or with the banking industry to discuss the latest trends, innovations and challenges facing the industry today. Gain valuable insights, connect with industry leaders, and expand your network. Please note that the Class Pass does not apply to this program.

Nonprofit organizations face a unique challenge: doing more with less while maintaining transparency, accountability, and mission focus. Whether you're working with a charitable foundation, religious organization, NGO, or other mission-driven entity, the right technology can transform how you operate. This specialized conference brings together practical AI applications, automation strategies, donor engagement systems, and nonprofit-specific software solutions designed to help your organization run more efficiently without losing sight of what matters most—your mission.You'll walk away with actionable strategies you can implement immediately. From Excel techniques that simplify fund accounting to AI tools that reduce administrative burden, from document management systems that ensure compliance to data analytics that demonstrate impact to stakeholders—this day is built specifically for financial professionals navigating the nonprofit landscape in 2026. Mark your calendar for a full day of technology training that understands your world.

For the first time ever, we are combining three of our spring conferences into one big MEGA Accounting & Auditing Conference. This program will be held both in person as well as virtually for those who would prefer to watching online. There will be a couple of general sessions and each group will have their own track although some tracks will overlap on topics that apply to multiple specialties. Tracks will include Accounting, Audit, Governmental and NFP Organizations.

The accounting profession is standing at a technological inflection point. Artificial intelligence isn't just automating tasks anymore—it's reshaping how we think about advisory services. Quantum computing is moving from theory to practical application. Blockchain has evolved beyond cryptocurrency hype into legitimate business infrastructure. The practitioners who understand these technologies won't just survive the next decade—they'll define it. This intensive one-day conference cuts through the noise to give you what matters: practical insight into the innovations that will shape accounting practice in 2026 and beyond.Whether you're looking to position your practice at the forefront of technological change or simply want to understand what's coming so you can prepare your clients and your team, this is your opportunity. We've assembled focused sessions on the technologies that are actually changing our profession right now, plus the emerging innovations you need on your radar. Walk away with clarity about where technology is headed and what it means for your practice.

Government accounting professionals face unique challenges—transparency requirements, budget constraints, legacy systems, and public scrutiny that demands both accuracy and efficiency. This specialized conference brings you a full day of technology updates specifically relevant to those working in local, state, county, and federal agencies. From AI tools that work within government frameworks to modern data analytics for grant tracking and fund accounting, we're covering the technology that helps you serve your constituents better while navigating the complexities of public sector operations.You'll discover practical ways to modernize government workflows, improve interdepartmental collaboration, strengthen security protocols, and make data-driven decisions with limited resources. Whether you're dealing with aging infrastructure, looking to justify tech investments to oversight committees, or trying to do more with less, this conference gives you the tools and strategies to bring your agency's operations into 2026 and position yourself for what's coming next.

In 2026, automation isn't just about working faster—it's about building a practice that can scale, adapt, and compete in an increasingly technology-driven profession. This intensive one-day conference focuses squarely on how accounting professionals can implement practical automation solutions that genuinely transform daily workflows. We'll examine integration platform as a service (iPaaS) tools, showing you how these systems actually work under the hood and how to configure them for your specific needs. You'll see how AI fits into the automation puzzle (though this isn't an AI conference per se—it's about making your entire technology ecosystem work smarter). And we'll dig into the tools you already own, like Power Query in Excel, that might be sitting underutilized while you're manually manipulating data.If you're ready to stop spending hours on repetitive tasks and start building workflows that run themselves, this conference will give you the blueprint. We're talking about real efficiency gains—connecting systems that currently don't talk to each other, transforming how data moves through your organization, and freeing up your team to focus on analysis and advisory work instead of data entry. Whether you're running a small practice or managing technology for a larger firm, you'll walk away with specific strategies for implementing automation that actually sticks. Mark your calendar and get ready to build a future-ready business.

Excel remains the most critical tool in any accounting professional's arsenal—but the platform keeps evolving, and most practitioners aren't tapping into even half of what's now possible. This specialized conference cuts through the noise to focus exclusively on Microsoft Excel's latest capabilities that matter most to your daily workflow. From dynamic arrays and LAMBDA functions to Power Query automation and modern data manipulation tools, you'll discover features that can genuinely transform how you work. These aren't theoretical exercises—they're real-world techniques you can implement immediately to handle larger datasets, reduce errors, and reclaim hours every week.Whether you're still relying on methods from five years ago or you're already pushing Excel's boundaries, these sessions will equip you with practical skills that make an immediate difference. With two opportunities to attend in 2026, you can choose the timing that works best or revisit the material as Excel continues its rapid evolution. Don't let your Excel knowledge stagnate while the platform races ahead.

Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We're talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn't require a computer science degree, client portals that actually get used, and firm management tools built for how you work today.Whether you're looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don't head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.