CPE & Event Calendar

Build a stronger, more agile workforce.    Looking to upgrade your tech stack and streamline your workflow? NECPAs Demo Days give you a front-row seat to the tools transforming accounting, through live demos, real-time Q&As and practical insights you can put to work right away.    Managing people is more complex than ever. Join us on August 18 for our Workforce Management Tools Demo Day to explore solutions that simplify HR, payroll, benefits and workforce planning, whether you’re in public accounting or industry.    You’ll gain:  Tools to streamline HR processes, payroll and benefits administration  Insights to improve employee experience, retention and compliance  Scalable solutions for growing teams and evolving workplace needs    This session is ideal for firm leaders, industry professionals and anyone looking to better support their people. 

You could pay $0 for this course!This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@necpas.org) after you have registered and provide him your PTIN number. This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15385. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course!Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15386. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course!With a greater-than-ever §179 deduction boosted by additional first-year depreciation and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments.  From the most-up-to-date depreciation regulations to inflation adjustments and technical corrections, this course will help you navigate the complex maze of rules dealing with depreciation, amortization, and sales of property. This reference manual contains a wide range of case types and examples, covering common and uncommon situations to illustrate the most important points CPAs need to be aware of. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-16186. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@necpas.org) after you have registered and provide him your PTIN number. Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-3097. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course!Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here!Participate in K2's Getting Started With Artificial Intelligence to learn to use today's AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss! Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15268. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course!This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-14082. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org

You could pay $0 for this course!In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-14083. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org

You could pay $0 for this course!Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22–27 by the AICPA’s Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.   This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-3397. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!In today's business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15305. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.  

You could pay $0 for this course!With the explosion of technology over the past thirty years, one fair question is, "what are the ethical considerations and impacts related to this technology?" Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few. This course will teach you about "technoethics" and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-3082. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.  

You could pay $0 for this course!"This course provides a comprehensive examination of Agentic AI models and their application within integration platform as a service (iPaaS) environments. Participants will explore the architectural components and operational methodologies of leading iPaaS tools, understanding their critical role in scalable workflow automation. The program delineates the strategic advantages of embedding AI-driven logic into business processes, offering a forward-looking perspective on operational efficiency and organizational agility for financial professionals.The curriculum emphasizes practical application, demonstrating how to design, develop, and deploy intelligent automation solutions. It addresses the nuanced integration of Agentic AI capabilities into existing and new workflows, focusing on enhancing decision-making and task execution. Through structured content, attendees will gain actionable insights into leveraging these advanced technologies to drive significant improvements in business performance and competitive positioning." Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15306. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.  

You could pay $0 for this course! This 4 credit webinar focuses on the preparation of the Uniform Financial Statement. Changes to the 2025 Audit & Preparation Manual, including Chapter 257, and the accompanying Manual Addendum will be highlighted. The impact of 2025 childcare reporting changes will be discussed with a view to 2026 UFR preparation. We will discuss OSD’s response to the economic development bill Mass Leads: An Act Relative to Strengthening Massachusetts' Economic Leadership, signed into law on November 20, 2024 which raised financial statement review and audit thresholds from $200,000 to $500,000 for review and from $500,000 to $1,000,000 for audit. Topics include general Schedule B program definitions and types, specific program requirements, obsolete UFR lines and sections, specific line item usage, reporting contributions in programs, correlation of client revenue lines with program statistics, capital budget assets, salary limits, allocation of administration expense, required supplemental schedules, VendorWeb data, the Federal Funds Listing – contract numbers, MMARS and object codes, the use of pivot tables to generate UFR data your clients can understand, demonstration of an easy Excel method to check FTE data to spot unreasonable salaries and salaries reported below minimum wage, discussion of common errors and common but unnecessary reporting, and available analytical tools.This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-1725. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

Join the NECPAs Government Affairs team for a timely update on legislative and regulatory activity at the State House impacting the accounting profession. This session will provide an overview of current budget discussions, tax policy considerations, and other key developments on Beacon Hill, along with broader insights relevant to the profession and the busy tax season.

You could pay $0 for this course!Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel's most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session, you'll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we'll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15307. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course!In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-14083. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org

You could pay $0 for this course!Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-3273. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org

You could pay $0 for this course!What is your company worth? Is business value the single most important metric? This session discusses various business valuation methods for any stage company: start-up, spin-off, or acquisition. Many valuation methods exist. Which method is right? Which is the ‘best’ for a given business or a given situation? CPAs and Corporate Financial Managers cannot afford to miss this course. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-15221. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course!"The technology landscape of 2026 is defined by a practical convergence of intelligence and automation. This session begins with a strategic look at the major trends set to reshape the next decade, from the long-term potential of quantum computing to the continued evolution of autonomous systems. We will move past the immediate hype to understand how these looming shifts will eventually bridge the gap between today’s workflows and the firm of the future.The core of the discussion focuses on how generative tools have evolved to manage complex tasks and integrate directly with firm information. We will analyze the trio of AI, data intelligence, and digital crypto assets while exploring how these tools help practitioners stay relevant and effective. This course provides the roadmap for maintaining efficiency in an era where the pace of change is only accelerating, ensuring you can turn emerging disruption into a strategic advantage." Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15422. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.  

You could pay $0 for this course!High standards can drive achievement, but perfectionism often comes at a hidden cost. Overcommitment, decision fatigue, burnout and diminishing returns can undermine both performance and well-being over time.    Join us for an interactive session exploring the patterns that fuel perfectionism and the practical strategies that support sustainable excellence. Using evidence-based frameworks, guided reflection and actionable practices, you’ll learn how to:    Recognize the habits and thought patterns that drive perfectionism  Prioritize strategically instead of overextending themselves  Set intentional boundaries around time and energy  Reduce decision fatigue and increase focus  Apply neuroscience-based practices that sustain long-term growth and performance    Rather than lowering standards, this session will help you develop the judgment, resilience and energy management needed to perform at a high level across your entire career, not just through the next deadline or billing cycle.    This session is part of a three-part series. Register for the full series here.      Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15796. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.