Catalog | Faculty | Policies | CPE Course Proposal
Mission Statement
The CPA Trendlines Academy’s mission is to conceive, design and deliver online educational and training programs that serve the accounting profession’s future needs and assist in solving current complex problems. Through close collaboration with cpatrendlines.com, we monitor the pulse of the industry and in response create the highest quality professional tools created and delivered by industry influentials and experts.
Upcoming Live Webinars
Turn AI Investments into Real, Mearsurable ROI
with Erin Daiber, Well Balanced Accountants
Thursday, July 21, 2026
Turning financial data into the forward-looking guidance clients need,
and will pay for.
with Hitendra Patil
The identity, mindset, and practice transformation that changes
how clients see you, and what they pay you.with Hitendra Patil
2026 Mid-year tax update: Where are we now?
with Bradley Burnett, J.D., LL.M.
Friday, July 24, 2026. 1:00 pm - 4:00 pm EDT
This course is also eligible for 3 IRS CE. IVYPC-U
6 CPE. $349 Early Bird-ends August 9
On Demand Webinars
download to your PC and view at your convenience__
Video 📽️: Harnessing Generative AI in Tax Practice
A CPA Trendlines Academy video exclusive.
Compiled from Bradley Burnett's April 28, 2026 presentation, "Utilizing Generative AI in a Tax Practice: Developing Hands-On Skill Sets". This video presents how Bradley unpacks methods to professionally prompt and use AI databases for complex tax questions.On-Demand. 📽️ Run time 1:03:39 $34.95.
Presented May 19 2026. No CPE for On-Demand. Includes Slides, Handouts, Transcript and Recording: Run time 63:05 $34.95.
The Market Gap This Session Fills:
The gap is neither motivation nor technology. It's not even pricing, at least not directly. The gap is model clarity. Almost every market provider teaches how to start and scale CAS. Hardly anyone asks the more important question: why does CAS stop working after the initial launch? The market is saturated with roadmaps. It has almost nothing to say about the structural reasons firms stall - the reasons that have nothing to do with effort, and everything to do with architecture.
Presented June 2, 2026. No CPE for On-Demand. Includes Slides, Handouts, Transcript and Recording: Run time 56:20 $34.95.
Why Clients Don’t Buy Advisory Even When You Offer It, and What to Do About It:
This session examines what CAS positioning actually means in daily practice: how firms that have closed this gap describe their services differently, how they communicate outcomes without it sounding like a pitch, and how clients arrive at advisory conversations already understanding the value, before any fee discussion starts.
Presented June 19, 2026. No CPE for On-Demand. Includes Slides, Handouts, Transcript and Recording: Run time 1:0:19 $34.95.
This recorded webinar works through the four forces that erode CAS pricing after launch, what the new AICPA guidance actually changes about CAS engagement classification, the outcome-based pricing model in practice, the seven warning signals that pricing in an existing engagement is already under stress, and the four-step repricing conversation that has been used to reset fees on existing CAS clients without losing them.
Presented June 30, 2026. No CPE for On-Demand. Includes Slides, Handouts, Transcript and Recording: Run time 1:05:02 $34.95.
This recorded session works through why accurate reports do not create advisory value, the three delivery failures that make insights invisible to the client, the advisory meeting framework that converts every client conversation into a decision-support session, the three questions every business owner is carrying with them that almost no CAS firm answers directly, and a working test for whether an insight is ready to deliver before it reaches the client. You leave with a delivery audit you can apply to your next client meeting.
with Danielle Tewes, CPA, SVP of Strategic Accounts at K1x
FREE | no CPE offered with on demand
Representatives from K1x examine how accounting firms can transform K-1 processing from a burdensome compliance task into a strategic advisory opportunity. Expert panelists share candid insights into current workflow challenges — including delays, manual effort, and data inconsistencies — and explore the operational and client service risks that result. The presentation moves beyond problem identification to practical solutions, covering how automation and redesigned processes are improving data extraction, standardization, and review.
Presented June 2, 2026. 1 hour Free to download to your PC
How to Make Your Company "Deal-Ready" with Kristin Zhivago, B2B Revenue Architect
On Demand $49. Evergreen. Video Run time 60:00. Download includes Slide Deck/Presentation and 2 Bonus PDF Guides.
Summary: Kristin Zhivago, President of Zhivago Partners, a revenue growth services company, shares insights and tactics honed through hundreds of revenue growth consulting assignments with big and small firms on building revenue growth and prepare for selling, merging, PE investors simply getting ready to retire. If you are entertaining any of these scenarios, this will get you ready.
Summary: This resource focuses on skill sets needed to capably employ GAI in tax practice and keep from getting your head handed to you in the process and provides approaches, checklists and case studies of GAI search techniques and practices.
Advisory Revenue Strategies: Navigating the New FICA Tip Credit Landscape
with Jody Padar, The Radical CPA/XcelLabs
Presented April 22, 2026. 1 hour Free to download to your PC
On Demand $79.00 Video Run time 2:44.39 Download includes Video Recording and Slide Deck
Presented, March 25. 1:00 pm - 2:00 pm EDT. Free to download to your PC
This webinar explores how CPAs can embrace artificial intelligence not as a threat, but as a tool to amplify their uniquely human advisory skills. Padar argues that as AI automates compliance work, the future of accounting lies in strategic advisory services — and those who develop a high AIQ (Artificial Intelligence Quotient) will have a distinct competitive advantage. The presentation introduces the four dimensions of AIQ — Prompting, Evaluating, Applying, and Iterating — and provides practical frameworks for using AI as a thinking partner in client conversations, decision-making, and firm leadership. It also showcases XcelLabs tools including Navi, an AI coaching copilot, and highlights how digital champions can drive meaningful change from any level within their organization.
Presented on February 11, 2026.
On Demand $79.00 Video Run time 1:4714 Download includes Video Recording and Slide Deck
Summary: On newly finalized 2025 Forms 1065, Schedules K-1 and in related instructions, IRS is launching new reporting requirements. Chaos can result for the untrained eye. In this action packed 2 hour program, you’ll learn all of IRS’s demands on the 2025 Form 1065, its Schedule K-1 and related Form 8825. We can’t wait to be a deer in the headlights on this one
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a) 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 via its website at nasbaregistry.org._
The CPA Trendlines Academy is an IRS Approved Continuing Education Provider: # IVYPC
Thomas Advisors LLC d/b/a The CPA Trendlines Academy is a registered CE sponsor with the State of Illinois
Thomas Advisors d/b/a The CPA Trendlines Academy is an approved IRS CE provider. Provider # IVYPC
The CPA Trendlines Academy Administrative Policies
Record Retention Policy
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a) retains the following information associated with individual attendees. Separate files are created and retained for five (5) years from date of participation. These files consist of attendance, date attended, level of participation, response to required polling questions (3 per CPE hour), instructor and associated licenses, course title and description and CPE credits earned. Relevant data is used to electronically generate a Certificate of Completion for each participant, per NASBA recommendation.
Additionally, aggregate reports showing overall course title, description, delivery, attendance, date presented, polling questions, are generated by the hosting platform and retained for a minimum of five (5) years.
Each participant is asked to complete an evaluation form hosted by a third party research vendor https://research.typeform.com/to/cb0lVbL9 . The evaluation form is structured per NASBA recommendation.
Promotional materials are created, generated and archived at a third party ESP (Email Service Provider)
Refund Policy
We will grant refunds no questions asked any time PRIOR to webinar start time. Please email us at admin@cpatrendlines-academy.com to request a refund, and we will process it within one business day.
There are no refunds if you missed the webinar because of unanticipated business interruptions, mistaken calendar notation, miss reading the relevant time zone start time,or didn’t read our policy ahead of time. There are no refunds if you failed to comply with NASBA rules of attendance and participation and consequently did not receive CPE credits or IRS CE credits.
Please note if you cancelled via the GoToWebinar software, we are not notified. Therefore, you must email us at admin@cpatrendlines-academy.com to request a refund.
Rescheduled Courses
If a course needs to be rescheduled, we will notify participants of the rescheduled date immediately via email or phone. We will offer the option to attend the course at the revised time or request a refund prior to the start of the revised course. Participants must notify us of their request for a refund via email, and the refund will be promptly processed.
Course Cancellations
If a course needs to be cancelled, we will notify you immediately via email or phone. You will receive a full refund for your order with our profuse apologies.
Complaint Resolution
Participants should submit complaints to Thomas Kothman, Director of The CPA Trendlines Academy d/b/a Thomas Advisors LLC, via email at admin@cpatrendlines-academy.com or via telephone at 910-742-0108. We will respond within five (5) business days.
Course Update Policy
We take reasonable measures to ensure that course materials contain the most recent publication, revision, or review date. Courses are revised as soon as feasible following changes to relative codes, laws, rulings, decisions, and interpretations. All learning content are developed by individuals who have represented to have expertise in the subject matter. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert at least once a year. Other courses will be reviewed every 2 years.
Content Development and Delivery Policies
Effective Date: October 5th, 2025
Program content and knowledge level.
The CPA Trendlines Academy publishes promotional material (email, social media, etc.) specific to each program instance. The materials will clearly articulate the program content and level so that participants can accurately assess whether the program is appropriate for their development needs. Program knowledge levels will consist of the following: basic, intermediate, advanced, overview and update. All programs identified as intermediate or advanced will clearly identify prerequisite education, experience, and/or advanced preparation, if any.
Content and delivery system(s).
Course materials will contain the most recent publication, revision, or review date, where applicable. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert yearly or more frequently as needed. Programs that do not undergo changes will be reviewed at least every 2 years.
The course delivery system will be a state-of-the-art digital interactive platforms, such as GotoWebinar or Zoom for Group Internet based programs and will be reviewed and maintained by the CPA Trendlines Academy. Such platforms will allow for measurement of attendance, engagement and additional material as required by the subject matter or as offered as part of the promotional material.
Content is developed by a subject matter expert and reviewed by qualified people who not part of the development team.
All learning programs will be developed by individuals who have expertise in the subject matter. Expertise will be demonstrated through practical experience, authorship of published content and/or education. At least one active licensed CPA will participate in the development of every program in accounting and auditing and taxes (and all other fields of study) developed for CPE purposes. Programs will be reviewed by qualified persons other than those who developed them. These reviews will occur before the first presentation of these materials and again after each significant revision of the program. Each program reviewer’s professional biography will be maintained for a period of not less than 5 years.
Content is based on relevant learning objectives and outcomes.
All programs will contain relevant learning objectives and outcomes that clearly articulate the knowledge, skills, and abilities that can be achieved by program participants. These objectives will be clearly articulated in course specific promotional materials distributed prior to each instance of the program, thus allowing participants to accurately assess whether their specific development needs will be met.