ISCPA ROI SERIES

Welcome to the ISCPA 2026 ROI Series

 

2026 ROI series logo 2

ISCPA strives to curate diverse and relevant content that aligns with the interests and needs of our members while helping to maximize your membership investment. We understand that managing a multitude of responsibilities and demands can make it challenging to prioritize your continued learning. However, it is crucial to allocate time for yourself amidst the busyness of life. You've made the financial investment, now make the personal one - and take advantage of everything ISCPA has to offer you.

Thanks to our Sponsors

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these 14 CPE Credits are Complimentary for ISCPA Members!

Notes

  • All sessions will be held virtually in the ISCPA Adobe Meeting Room
  • Most Presentations start at 8:55 am MT and conclude at 10 am
  • Register for each presentation by clicking on the title
January 13

Federal Tax Update - 2025 Tax Developments

We look back at the major developments impacting tax matters for 2025 in this session.

 

  • Presented by Ed Zollars
February 18

Financial Powers of Attorney

Many of us will need someone to help handle our financial affairs at some point. This practical course explores the options available in planning ahead for this possibility and avoiding the need for a Conservator. We will discuss Financial Powers of Attorney from both the perspective of the principal (the person granting the power) and the Agent (the person exercising the power).  After discussing key factors, a sample Financial Power of Attorney will be provided.

 

  • Presented by John McGown, Hawley Troxell
March 18

Conflict Resolution for Today’s Workplace: Practical Tools for Accountants and Business Leaders

Conflict is inevitable in today’s workplace, but how we navigate it determines whether it becomes a setback or an opportunity for growth. In this fast-paced, practical session, BBB Vice President of Operations Nakedia Washington will introduce simple, useful tools to recognize the root causes of conflict, communicate with clarity, and resolve tensions before they escalate. Designed specifically for professionals who work with clients, teams, and cross-department partners, this presentation offers actionable strategies to strengthen relationships, build trust, and create more collaborative work environments.

  • Presented by Nakedia Washington, Better Business Bureau
April 22

Strategies for Effective Human Resources Management

Discover practical strategies for managing HR issues. From federal labor laws to employee life cycle management, this webinar covers the essentials to help you navigate today's workplace complexities. Sponsored by Paychex.

  • Presented by Paychex
May 20

Succession Planning - Lucrative and Creative Options

A lack of internal succession underscores more than 90% of CPA and Public Accounting firms across the United States. What options exist for firms that serve high value clients and every-day households, for firms that serve businesses and for firms that serve individuals. In this session, Consultant, Business Broker, and Recruiter Geoff Bruskin, specializing in the CPA/Accounting Profession nation-wide, will go into lucrative and creative options for firms of all shapes and sizes, from firms with 7 figure net-earnings, to single-member firms with 5-6 figures of annual revenue.

  • Presented by Geoff Bruskin, White Tiger Connections
June 24

Latest Trends in Personnel-Related Dilemmas: Do’s and Don’ts for Employers

In today’s rapidly evolving workplace, HR challenges are becoming increasingly complex, and accounting firms are facing rapid shifts in workplace expectations. More and more firms are struggling with recruiting and retaining talent in a tight labor market. Issues surrounding managing hybrid and remote workers, addressing burnout, and workload compression continue to burden firm management all while they struggle to remain compliant with dynamic employment regulations. Learning and adopting some basic human resources best practices can help firms stay responsive and agile to meet the ongoing challenges of the workplace.

  • Presented by CAMICO
July 15

2026 Legislative Wrap-up

Join Ken McClure, Partner with Givens Pursley, for a discussion of the highlights of developments in the 2025 Idaho legislative session, with emphasis on how they affect businesses in general and the accounting profession in particular.

  • Presented by Ken McClure, Partner with Givens Pursley
August 19

Effective and Efficient Meetings (getting the most out of your meetings)

This course will cover fundamentals of specific tax saving opportunities, including the R&D Empower your team to transform every meeting into a strategic advantage — this Effective Meetings training equips leaders with practical frameworks that eliminate wasted time, strengthen accountability, and elevate decision-making by building conversational capacity, purpose-driven agendas, and a culture of trust and follow-through. Participants walk away with tools to prevent common meeting failures — such as unclear ownership, weak engagement, and lack of follow-up — and instead create focused, energizing meetings where clarity accelerates execution and teams leave aligned, accountable, and ready to act.

  • Presented by Connie Miller, Credible Advantage
September 16

Strategies to Tame Rising Medical Insurance Premiums and OOP Costs

 

Join Chris Maurice of Sage Benefits for an eye-opening session on how Sage’s proven approach helps small Idaho employers navigate rising healthcare costs. This webinar reveals how Sage combines smart plan design with straightforward, sustainable benefits strategies that strengthen businesses and safeguard employee financial well-being. CPAs will gain insights into identifying when clients can benefit from this specialized approach — making you a trusted advisor who connects them with the right expert resource, not just another plan.
October 21

Documenting Employee Behavior and the Legal Ramifications of Not Doing So

Coming soon

  • Presented by Hawly Troxell
November 18

Why High Performers Burn Out - and How It Happens Without Realizing It

Burnout rarely comes from working too much - it’s more often the result of ongoing mental overload, internal pressure, and operating outside of one’s natural wiring. In this session, Christa Sutton explores why high-performing professionals are especially vulnerable to burnout and how it develops gradually over time. Attendees will gain insight into the role mental energy and personal operating style play in stress, focus, and sustainability, and how greater self-awareness can support long-term performance and well-being without lowering expectations or standards.

  • Presented by the Christa Sutton
December 9

Data Security and Cyber Liability Issues for CPAs

Data security breaches continue to ramp up and cause CPAs a great deal of concern. Security tools to protect against cyberattacks are becoming more sophisticated, but attackers also become more sophisticated. This presentation will offer a greater awareness to attendees about data security risks and cybersecurity best practices from CAMICO, the nation’s largest CPA-directed program of professional liability insurance for accountants.

  • Presented by CAMICO

Have a topic idea?

Please share! Email your ideas, comments, and suggestions to CPE@idcpa.org.

All topics and speakers are subject to change without notice.

Ready to Join?

The Idaho Society of CPAs (ISCPA) is a professional association dedicated to enhancing the success of our members through education, support and advocacy. Together we are shaping the future through educational opportunity, peer networking, legislative activities and a variety of member services.