This hub is your go-to resource for implementing new lines of service and opportunities to grow revenue, upcoming events, trainings and member discussions.
You must be logged in and enrolled in the Client Advisory Services Section to view this content.
You must be enrolled in the Client Advisory Services Section to view this content.
Your Member Section
CPE & Events
Register for the following FREE virtual sessions
- June 18: AI in Action—Practical Applications for Today’s Business Leaders (1 hour CPE)
- July 21: Roundtable – Topic TBD (1 hour CPE)
- September 1: How to Level Up Your AI Game (1 hour CPE)
- October 21: Roundtable – Topic TBD (1 hour CPE)
- November 13: K2’s Optimizing Your CAS & Advisory Tech Stack (2 hours CPE)
- January 5: Feedback Roundtable (1 hour CPE)
Self-Study: CPA Excellence — Communication, Leadership & Ethics 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.
Event Recordings
Note: Watching these recordings does not count for CPE.
- RECORDING | Roundtable: Beyond the Numbers (January 2026)
- RECORDING | CPA Firm Tech Report: Expert Guidance on Where to Go Next (September 2025)
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:
- June 23: Corporate Finance Forum (In-Person & Virtual)
- June 30: CPA Technology Conference (Virtual Only)
- July 23: Not-for-Profit Conference (In-Person & Virtual)
- 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)
Free On-Demand CPE by CPA.com
Register for the following on-demand sessions:
- ON-DEMAND | Deliver Business Insights that Drive Client Success
- ON-DEMAND | How to Revolutionize Client Cash Flow Management
- ON-DEMAND | How to Scale and Optimize Your FP&A Practice with a Vertical Niche Strategy
- ON-DEMAND | 6 HR Tips for Keeping Pace with Today’s Talent Transformation
- ON-DEMAND | Unlocking Success: Mastering Your Firms Strategy for CAS Practice Transformation
INCPAS Resources
What’s New
- Generative Artificial Intelligence frequently asked questions (March 2026)
- Why a slower M&A market may favor prepared sellers in 2026 (December 2025)
- Key estate planning updates to keep your clients’ plans on track (December 2025)
- Advisory services are the CPA’s path to growth (November 2025)
- 3 Reasons Firms Should Offer Client Advisory Services (November 2025)
- AI Adoption Is Not As Difficult As You Think — Start Now or Fall Behind (November 2025)
- Cybersecurity Insurance FAQ: Why Cyber Insurance is Vital Going into 2026 (November 2025)
- Building a better CPA firm: Stepping up service offerings (November 2025)
Benchmark Your CAS Practice Against Top Firms
The 2026 CAS Benchmark Survey will open soon—join the notification list to participate.
Publications
- WHITE PAPER | 5 key modernization issues for firms to consider about client experience and acquisitions
Sponsored content. - WHITE PAPER | The future of strategic advisory services for CPA Firms
Sponsored content.
