Specialized Knowledge

Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy (LIOT01/27)

Serving on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit, understand the core responsibilities of governance, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings, engage in philanthropy with intention, support fundraising ethically, and measure impact in ways that strengthen organizational credibility and community trust.

Designed for CPAs and financial leaders who want to make a real difference, this session blends practical frameworks with the real-world expectations of modern nonprofit governance.

Conflict Management & Handling Objections (LIOT11/26)

Conflict is inevitable—but unresolved conflict costs time, trust, productivity, and morale. This practical session gives CPA leaders the tools to analyze difficult situations objectively, choose the right conflict-resolution strategy, and communicate tough messages with confidence and professionalism. You’ll also learn how to de-escalate clashes between two strong-minded leaders, craft clear plans for difficult conversations, and respond calmly and effectively to objections. Participants will leave with a repeatable framework for navigating workplace tension and turning conflict into collaboration.

Succession Planning (LIOT10/26)

Strong organizations don’t leave the future to chance—they build it intentionally. This session gives CPA leaders a practical, transparent, and confidence-building approach to succession planning. Learn how to identify high-potential successors, design a development “curriculum” that accelerates readiness, communicate your plans without signaling premature departure, and strengthen buy-in from rising leaders. Walk away with the tools to position future successors for long-term success while protecting continuity, culture, and client relationships.

Keeping Up with the Tax Code – 3rd Quarter Federal Tax Update for Individuals

Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing and this shows no signs of slowing down! Now more than ever, you need more than just new code sections hurled your way. You need to have a reliable way to stay on top of not only new tax legislation, but also know about areas of focus from the IRS, emerging topics, and current industry thinking on important issues. In our quarterly federal tax update series, we will be addressing not only new regulations, but also hard to navigate areas for practitioners. In March 2026, through discussion and easy to follow examples, we will help you to stay current and be ready to tackle the most pressing client questions throughout the year – not just at the end of the year!

Enrolled Agent Approved

Leadership Resilience (LIOT09/26)

In a profession defined by rapid change, increasing complexity, and constant demands, resilience is no longer optional—it’s a differentiator. This session gives CPAs a practical, actionable framework to strengthen personal resilience, deepen professional relationships, expand support networks, and lead teams through uncertainty with confidence. Participants will learn how to turn challenges into opportunities, make clearer decisions under pressure, foster healthier work environments, and leverage self-care and self-awareness as tools for long-term effectiveness.

Cybersecuirty Foundation for CPAs (LITE10/26)

Cybersecurity Foundation for CPAs – Cybersecurity is no longer just an IT issue—it’s a professional responsibility. In this 80-minute course, CPAs will gain a clear, actionable foundation in cybersecurity risk, controls, and governance so they can better protect their firm, advise clients with confidence, and avoid costly blind spots.

Selling Skills for CPAs (LIOT08/26)

Stop wasting time—start compounding results. This practical session shows CPAs how to make every minute work for growth, build rapport faster, sell appointments (not just services),

organize smarter sales calls, use social networks strategically, and apply a quick debriefing system that improves your hit rate week over week.

Behavioral-Based Interviewing and OnBoarding (LIOT02/26)

2025 Professional Development Program with Leadership Simplified
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending upon the amount of credit hours offered.

Make every interview count and set new hires up for success. This course teaches you how to ask the right questions, assess candidates based on behavior over rapport, and confidently control the interview process. Plus, learn to design an effective onboarding experience that boosts engagement and enhances employee retention. Discussion Leader: Doug Van Dyke

Women in Leadership- Implementing Assertive Boundaries to Drive Career (LIOT01/26)

2025 Professional Development Program with Leadership Simplified
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementatble leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending upon the amount of credit hours offered.

Confidence and clarity are essential for career advancement. This course empowers women leaders to strengthen communication, set assertive boundaries, and cultivate a presence of decisiveness—without over-apologizing or overcommitting. Learn to navigate workplace dynamics, embrace authenticity, and lead with impact while staying true to yourself. Discussion Leader: Doug Van Dyke

How to Successfully Manage a Sales and Use Tax Audit (LIMG06/25)

This course will provide an overview of the typical sales and use tax audit process and outline best practices for successfully managing the audit to produce the most favorable results for the company or client. Discussion Leader: Jeremy Migliara

Connect with SC.CPA