Program Schedule
Webinar
Free · Open to AllOctober 9, 2026 · 3-4pm ET
Eric GreenWebinar
Professional Members OnlyOctober 14, 2026 · 3-4pm ET
Leighanne Lafrenz NickleWebinar
Members OnlyOctober 21, 2026 · 3-4pm ET
Kevin Cuozzo
Klemens RaabCertification Program
Discounted for Professional Members
October 26-29, 2026
Eric Green
Dawn Brolin
Robert Nordlander
Kristin DoddWebinar
Professional Members OnlyOctober 28, 2026 · 3-4pm ET
David RamirezWebinar
Professional Members OnlyOnboarding a Collection Client from Start to Finish
October 30, 2026 · 1-2pm ET
Carlos SamaniegoMulti-Day Conference
Discounted for Professional Members
November 2-4, 2026
Eric Green, Esq.
Jeff Sklarz, Esq.
Victoria Boon, CPA, EA
Dawn Brolin, CPA, CFE
Kevin Cuozzo
Felecia Dixson, EA
Kristin Dodd, EA
James Donovan
Jamie Flores, Esq.
Brian Mayoral
Gaynor Meilke
Roger Nemeth, EA
Leighanne Lafrenz Nickle, CPA
Robert Nordlander, CPA
Catharine O'Connor, Esq.
David Ramirez, EA
Esther Robinson, CPA
Carlos Samaniego, EA
Nina Tross, EA
Christina Walker, EA
Patrick Wanzer, EA
Jo-Ann Weiner, EA, CFEWebinar
Professional Members OnlyNovember 4, 2026 · 3-4pm ET
Eric GreenWebinar
Free · Open to AllEstate & Probate Planning for Tax Pros
November 9 & 11, 2026 · 1–4pm ET each day
Eric Green
Rick Wells
Douglas D'AndreaCertification Program
Discounted for Professional Members
November 16-17, 2026
Eric Green