CPA Practice Advisor has announced the sessions, speakers and sponsors for this year’s Ensuring Success conference, the largest free online CPE and IRS CE event for accounting and tax professionals. This year’s event will be held Dec. 10 and Dec. 11, 2025, with seven free educational sessions each day.
The event is free for professionals – all sessions qualify for one hour of certified CPE credit in various fields of study, while five of the tax-focused sessions also offer an hour each of CE credit for enrolled agents. The IRS CE sessions are numbers 6, 8, 9, 12 and 14, listed below.
Attendees only need to register once, and then can watch and participate in all or their choice of 14 sessions across both days, earning up to 14 hours of CPE or up to 5 hours of IRS CE. Professionals can log in all day, or for only the sessions or fields of study they need, or those that fit their schedule availability.
- Click here to learn how to get your CPE/CE credit for each session. (You can register for free at this link, too.)
The conference was originated by Gail Perry, a CPA, technology journalist, and author of more than 30 books. When she joined CPA Practice Advisor as editor-in-chief in 2014, she brought the conference with her, and has seen its audience grow significantly.
“The goal of this conference was, and still is, to bring cutting-edge ideas and conversations to a wider audience within the accounting profession – to the people who don’t necessarily attend national conferences where many of our presenters speak,” explained Perry. “We began with an audience of just over 250 attendees in our first year. Now we reach several thousand each year and continue to grow.”
The annual conference has been ongoing for 14 years. The online educational event is unique in that, while professionals attend the sessions online at their office, home, or other location, the presenters of each session all gather live in a broadcast studio in Dallas, Texas. The two-day conference is produced by AMS Pictures, a comprehensive professional video production company that has produced notable films, television shows, documentaries, and national commercials.
This two-day virtual live CPE event is able to remain free for professionals thanks to the support of our 2025 sponsors: ADP, Avalara, Canopy, CPA.com, Digits, eFile4Biz, Fieldguide, Karbon, Qount, Rightworks, SafeSend, Suralink, Value Insights, Wolters Kluwer and Xero.
2025 Sessions are listed below. Note: All times are Eastern Standard Time (EST). Register now for free to save your seat for this online event.
Day One — Wednesday, Dec. 10. 2025
9am EST – Session 1: Inside the AI-Enabled Firm: How Applied AI Accelerates Productivity and Growth
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Information Technology
- Panelists: Cathy Rowe, TJ Lewis, Aaron Berson
- Sponsor: Wolters Kluwer
10am EST – Session 2: Taming the Chaos: Smarter Ways to Manage Client Documents
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Andrew Hatfield, Garrett Wagner, Felecia Dixson
- Sponsor: SafeSend
11am EST – Session 3: From Generalists to SALT-Savvy: How Small Firms Can Build Sales Tax Expertise that Wins Clients
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Taxes – State & Local Taxes
- Panelists: Vicky Basile, Mike Dillon, Diane Yetter
- Sponsor: Avalara
12 Noon EST – Session 4: It’s Time to Grow: Techniques for Successfully Scaling Your Accounting Firm
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Ian Vacin, Jason Blumer, Aaron Berson
- Sponsor: Karbon
1pm-1:15pm EST – PSA: Support Your State CPA Society
1:15pm-2pm EST – Lunch Break
2pm EST – Session 5: Best Practices for Communicating with Your Clients
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Communications and Marketing
- Speakers: Patrick Nelson, Nancy McClelland, Al-Nesha Jones
- Sponsor: Canopy
3pm EST – Session 6: The One Big Beautiful Bill Act – Individual Tax Reforms – ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists: Todd Gray, Nadia Rodriguez, Sean Duncan
- Sponsor: Value Insights
4pm EST – Session 7: Staffing: Outsourcing, Offshoring, Remote, Temp, Hybrid
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Randy Crabtree
== END of Day 1 ==
Day Two — Thursday, Dec. 11, 2025
9am EST – Session 8: Data Security: Is Hacking Real? ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Information Technology
- Panelists: Roman Kepczyk, David Cieslak, Eric McMillan
- Sponsor: Rightworks
10am EST – Session 9: AI Tax Research ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists: Todd Cooper, Brian Davis
- Sponsor: CPA.COM
11am EST – Session 10: AI in Action: What it Can and Can’t Do for Your Firm
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Information Technology
- Panelists: Rob Hamilton, Byron Patrick
- Sponsor: Digits
12 Noon EST – Session 11: From Ethics to Execution: Building AI-Ready Firms in the Age of Intelligent Assurance
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Ethics
- Panelists: Jin Chang, Kane Polakoff, Becky Livingston
- Sponsor: Fieldguide
1pm-2pm EST – Lunch Break
2pm EST – Session 12: The One Big Beautiful Bill Act – Corporate Tax Reforms ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists: Michael Smith, Vaughan Long
- Sponsor: ADP
3pm EST – Session 13: Bringing Entry Level Staff Up to Speed on CAS
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Justin Kurn, Christine Triantos, Kenji Kuromoto
- Sponsor: Xero
4pm EST – Session 14: Stand Up for Your Clients: Tax Resolution and Communicating with the IRS ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists: Vaughan Long, Terry Lemons, Jim Buttonow
==
CPA Practice Advisor and Ensuring Success are accredited by the National Association of State Boards of Accountancy (NASBA) to offer Continuing Professional Education credit. CPA Practice Advisor has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. and IRS Continuing Education credit.
How to Get Your CPE and CE Credit
To earn credits, an attendee must be logged in during a session (registration and CPE/CE is free). At different times during each one-hour session, the hosts will display a 3-digit code. Write down, or otherwise save these codes, as they are necessary for submitting the CPE/CE form. There will be 3 (three) codes per session. CPE and CE credits are ONLY available to live participants of the sessions. The sessions will be available in archived format for later viewing, but educational credit cannot be offered for viewing the archived videos.
When you are done for the day, or at anytime during or after the event, the user can go to the Ensuring Success website and click the CPE/CE credit link at the top right of the website. On the next page, click the blue button “Claim Your Credit.” You will then need to enter the email address used to register for the event.
From this page, you can enter the codes for any or all sessions that you attended, on one page, and you can immediately download your CPE certificate. CE information will be submitted directly to the IRS after the event ends. If you encounter trouble with the form, try using a different browser or device. If multiple professionals viewed the presentation on the same device, you can enter their information here as well, and all will receive CPE/CE credit.
Participants have up to a year to claim their CPE/CE credit for any of the sessions attended during this event. Simply sign back into the links noted above and enter the requested information.
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