CPA Practice Advisor has announced the sessions, panelists and sponsors for this year’s Ensuring Success conference, the largest free online CPE and CE event for accounting and tax professionals.
Now in its 15th year, the event will be held Dec. 9 and Dec. 10, 2026, with seven free educational sessions each day. Sessions will stream live every hour, starting at 9am ET.
The event is free for professionals – all sessions qualify for one hour of certified CPE credit in various fields of study, while six of the tax-focused sessions also offer an hour each of CE credit for enrolled agents. The IRS CE sessions are numbers 4, 8, 9, 10, 12 and 13, and are 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.
“You don’t need to spend thousands of dollars traveling to a national conference to hear the conversations shaping the future of accounting and to earn CPE. The ideas, the expertise, and the opportunities to improve your firm should be accessible to everyone,” said Garrett Wagner CPA/CITP, host of Ensuring Success 2026.
“We’re bringing together people who are actually doing the work, sharing what’s working, what’s not, and what comes next. No fluff. Just conversations that matter and ideas you can use.”
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 2026 sponsors: ADP, Avalara, Canopy, eFile4Biz, Holistiplan, Numeral, Rightworks, Thomson Reuters, and Wolters Kluwer.
2026 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. 9, 2026
9am EST – Session 1: The Firm of 2028: What Is Actually Changing—and What Is Not?
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Amy Vetter CPA, Rachel Farris, CPA, Tamera Loerzel
- Sponsor: Wolters Kluwer
10am EST – Session 2: Beyond the Hype: What AI Is Actually Delivering in Firms
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Information Technology
- Panelists: Aaron Berson, CPA, Roman Kepczyk, CPA
- Sponsor:
11am EST – Session 3: Stop Chasing Clients: Better Intake, Clearer Expectations, and Fewer Exceptions
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Al-Nesha Jones, CPA, Shayna Chapman, CPA, Gaynor Meilke
- Sponsor:
12 Noon EST – Session 4: Judgment, Responsibility, and Professional Skepticism in an AI-Enabled Firm ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Regulatory Ethics
- Panelists: Felicia Dixson, CPA, Gaynor Meilke, Rachel Farris, CPA
- Sponsor:
1pm-2pm EST – Lunch Break
2pm EST – Session 5: Private Equity: Lifeline or Threat? The Case For and Against PE in Accounting
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Speakers: Allan Koltin, CPA, Brian Koltin
- Sponsor:
3pm EST – Session 6: Who Should Do the Work? Employees, Outsourcing, Offshoring, Automation, and AI
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Personnel/Human Resources
- Panelists: Nadia Rodriguez, Christine Triantos, Aaron Berson, CPA
- Sponsor:
4pm EST – Session 7: The Great Firm Debate: What Should the Accounting Firm of the Future Actually Look Like?
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Amy Vetter, CPA, Luke Frye, CPA
- Sponsor: Canopy Software
== END of Day 1 ==
Day Two — Thursday, Dec. 10, 2026
9am EST – Session 8: When the Firm Gets Attacked: A Cyber Incident Tabletop ** 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, CPA, David Cieslak, CPAA
- Sponsor: Rightworks
10am EST – Session 9: The AI-Assisted Tax Practice: Faster Answers, Automated Work, and Human Responsibility ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists: Randy Johnston, Ellen Choi
- Sponsor: Thomson Reuters Tax & Accounting
11am EST – Session 10: Beyond the Year-End Scramble: Building a Year-Round 1099 Compliance Strategy ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists:
- Sponsor: Avalara
12 Noon EST – Session 11: Beyond Compliance: What Clients Will Pay For—and How Firms Should Price It
- (Qualifies for 1 Hour of CPE Credit) – Field of Study: Business Management and Organization
- Panelists: Jason Bloomer, CPA, Nesha Jones, CPA
- Sponsor:
1pm-2pm EST – Lunch Break
2pm EST – Session 12: The 2026 Tax Planning Playbook: Who Needs a Call Before Filing Season? ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists: Dr. Jackie Meyer, CPA, Felicia Dixson, CPA
- Sponsor:
3pm EST – Session 13: Tax Update: Looking Ahead to the 2027 Filing Season ** Qualifies for CE Credit **
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Taxes
- Panelists: Sean Duncan, CPA, Vaughn Long, Terry Lemons
- Sponsor: ADP
4pm EST – Session 14: Connecting the Dots: What We Learned and What Firms Should Do Next
- (Qualifies for 1 Hour of CPE and 1 Hour of IRS CE Credit) – Field of Study: Business Management and Organization
- Panelists:
- Sponsor:
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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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