Practice Management

This hub is your go-to resource for employer best practices, staffing trends, succession strategies, upcoming events, trainings, member discussions and more to help elevate your firm.

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CPE & Events

Register for the following FREE virtual sessions

August 10: Adopting AI and New Technology in Small and Midsize CPA Firms (1 hour CPE)
August 28: Roundtable — Bring Your HR Questions (1 hour CPE)
September 1: How to Level Up Your AI Game (1 hour CPE)
September 22: Not Distant – How to Manage, Engage, and Retain Your Distributed Workforce (1 hour CPE)
October 22: Roundtable – Software and Outsourcing IT (1 hour CPE)
December 2: Governance for AI (1 hour CPE)
January 11, 2027: Feedback Roundtable (1 hour CPE)

Self-Study: CPA Excellence — Communication & Leadership Courses
Ongoing | 2 hours CPE each | On-Demand

Note: These courses may only be taken once within a reporting cycle to be eligible for CPE credit.

- Communication in Organizations
- Communication Strategy
- Leadership Styles
- Leadership vs. Management
- Leading for Action
- Modern Communication
- Modern Leadership

Event Recordings

Note: Watching these recordings does not count for CPE.

RECORDING | AI Into Action (June 2026)

Join us at these upcoming INCPAS Conferences

As a Member Section member you receive a $50 discount when registering for the following 2026 INCPAS Conferences:

October 5: K2 Automation & Workflow Productivity Conference (Virtual Only)
November 6: K2 Artificial Intelligence Conference (Virtual Only)
December 10: Indiana Tax Forum (In-Person & Virtual)
December 14: K2 Excel Mastery Conference (Virtual Only)

New! CPA Trends Forum 2025 Recordings

Last year’s CPA Trends Forum recordings remain a valuable resource for professionals seeking flexibility in their learning. Gain expert insights and earn CPE according to your schedule.