Continuing Professional Education
 

PASBA is certified through NASBA for continuing education credits for CPAs only.

Prerequisites: Small Business Accounting Firm Ownership 

Who Should Attend: The Conference is open to Prospective and Active PASBA Members 

Advanced Preparation: None 

Program Level: Basic

Learning Objectives: 

• Identify key principles and management strategies for building a more scalable, efficient, and sustainable accounting firm.
• Evaluate staffing, compensation, career development, training, and management practices to improve employee performance, engagement, and retention.
• Apply practical strategies for integrating artificial intelligence and other technology into production, operations, financial analysis, and firm-wide workflows.
• Develop actionable plans for implementing management systems, communication rhythms, performance metrics, and technology initiatives to achieve measurable results within the firm.

Delivery Method: Group Live

Credits & Fields of Study: Upon completion, attendees are eligible for:

• Business Management & Organization (up to 44.4 CPE)
• Communications & Marketing (up to 1 CPE)
• Information Technology (up to 6.6 CPE)
• Personnel/Human Resources (up to 5.2 CPE)

Each eligible attendee can earn up to 21.6 credits.*

57.2 total credits are offered.*

*The number of CPE credits earned will vary depending on the sessions attended. CPE credits are available for CPAs only.

PASBA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.