The Future-Ready CPA CPD Summit: Agentic AI & Leadership
The CPA Spring Virtual Summit brings together two high‑impact themes designed to help CPAs navigate uncertainty, strengthen ethical judgment, improve budgeting discipline, build high‑performance teams, reduce stress during demanding periods, and develop the human skills needed to thrive in a profession transformed by AI and accelerating expectations. Over two days, you’ll build the clarity, confidence, and future‑ready capabilities required to lead at the highest level.
NEW Agentic AI: Redefining the Future Work of Today
When: Sat. Mar. 20, 2027
Live Webinar
Cost: $599
Verifiable CPD: 8 hours
1 Spot Left
NEW CPA Best Practices for High-Performance Results
When: Sat. April 17, 2027
Live Webinar
Cost: $599
Verifiable CPD: 8 hours
Both days start at:
7:30am to 3:30pm MST
9:30am to 5:30pm EST 8:30am to 4:30pm CST
What Are Topics Covered?
Agentic AI: Redefining the Future Work of Today
March 20 - Explores the rise of Agentic AI and how autonomous AI agents are transforming accounting, finance, and professional services by automating complex workflows and amplifying human judgment. Gain actionable frameworks, real-world examples, and future-ready strategies you can implement immediately to improve performance, productivity, and decision-making. Leave equipped to lead people more effectively, leverage AI with confidence, and drive greater value in the rapidly evolving future of work.
To learn more click here
CPA Best Practices for High-Performance Results
April 17 - Develop the leadership, communication, and influence skills that separate top-performing CPAs from the rest. Learn how to lead with confidence, run impactful meetings, manage performance effectively, and communicate financial insights to non-financial stakeholders. Discover proven strategies for building trust, navigating different personality styles, and driving results through influence rather than authority. Packed with 38 real-world case studies, this highly practical session provides tools you can apply immediately to improve team performance, client relationships, and business outcomes.
To learn more click here
Meet the Speaker:
Leah Donti, CPA, MBA
North America's Leading Expert Training CPAs via CPD Conferences, In-House Programs, and Public Seminars
Speaker Full Bio Available Here
Testimonials:
"The PD courses Managing the Biggest Challenges CPAs Face plus the Financial Shenanigans were fantastic! All topics covered were spot on and highly relevant!"
Bruce K., CPA, Fractional CFO, Alberta
"I've often worked in environments where meaningful professional growth wasn’t available and where there was little guidance on how to advance. Access to your PD fills that gap in a significant way. It provides the structure, direction, and expertise I’ve been missing, and I’m sincerely grateful to have found it."
Rose S. CPA, Controller, Montreal
"I thoroughly enjoyed this highly informative AI seminar. For me, it dispelled a lot of myths and set the record straight on the salient facts about AI. In my circle, there is much scepticism surrounding security. Ultimately, we will need to overcome our fear, catch the wave and embrace AI, or otherwise be left behind.
Looking forward to the Navigate Cyber Risk seminar."
David L. CPA, Controller, Montreal
"The AI PD Course was the best I have attended and the timing was perfect. "
Bruce K., CPA, Fractional CFO, Edmonton
"As always your PD courses are well designed and taught. It was excellent. It was very well put together and made me think about each of our invested companies and how we can move them ahead better and improve the strategic input from our CFOs. Anyway high praise for the courses and CPE materials and happy to recommend them to anyone."
Stan S. President, Canadian CPA, US CPA (California and Washington)
"I want to thank you so much for offering the AI course. It has allowed me to learn about different AI platforms and the strengths and weaknesses of each. Also, I have learnt how prompts are key to obtain the output you are looking for. There is so much we can do with this new technology, and how we can apply it to our daily lives, both work or personal."
