WL002326: The CFO Series—Leading & Reporting
Each topic and each day stand on their own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!
WL002226: The CFO Series—Corporate Performance Management
This CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs, and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of an expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive-level,…
WL002126: Google Gemini Deep Dive Hands-On Bootcamp for CPAs
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, it a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how…
WL002026: Technology Trends for CPAs and CFOs: 2026 Update
Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting businesses across the board. This…
WL001926: Microsoft 365 for CPA’s: Unlocking Hidden Productivity Tools
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap it to many of the lesser known features of the Microsoft 365 ecosystems of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn…
WL001826: ChatGPT Deep-Dive Hands-on Bootcamp for CPA’s
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to…
WL001726: Microsoft Teams for CPAs: Unlocking Its Full Potential
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration and knowledge sharing across your firm or business. Unfortunately, most organizations on substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key…
WL001526: The CFO Series—Preparing for Trouble
Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and “unexpected” trouble. Ignoring potential issues is inane in today’s environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, and how to thoroughly investigate…
WL001326: AI 101 for CPAs: Core Concepts and Practical Applications
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance
WL001226: The AI Revolution in 2026: What CPAs Should Know
AI is reshaping audit, tax, and finance. This update surveys what’s real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.