Build Skills. Drive Results. Maximize Productivity.

Customized CPE Courses

Is your organization seeking effective training that helps you to work more efficiently and tackle real-world challenges? I offer tailored Continuing Professional Education (CPE) courses designed to meet your specific needs—whether you're a company, firm or a state CPA society.

How My Training Can Benefit You

• Custom Content: Choose topics that address your team's needs, interests and challenges. My courses are built around practical applications you can implement immediately.
• Flexible Delivery: Training sessions can be conducted onsite at your location, in small group settings, or through a state CPA society—whatever works best for you.
• Real-World Experience: With nearly 30 years in corporate tax, including Fortune 500 and the Big 4 experience, I bring insights that resonate with professionals at all levels.

Understanding Your Challenges

I understand the hurdles CPAs and tax professionals face because I've been there myself. Earlier in my career, I struggled to find clear, practical resources to navigate complex tax and accounting issues. With limited guidance, I worked tirelessly to build my knowledge.

This experience ignited my passion for professional education, and I discovered a talent for creating the very kind of clear, practical materials I once searched for. Since 2009, I've dedicated myself to helping fellow CPAs succeed by providing the teaching, mentoring, support, and resources I once needed.

By writing books, developing CPE courses, and speaking at conferences, my goal is to make complex topics understandable and useful, so you can enhance your skills and efficiency. My experience and hands-on approach ensures the training is relevant and directly applicable to your daily work.

Who Can Benefit from These Courses?

• Individual Professionals: Enhance your skills and advance your career with practical training that addresses the challenges you face every day.
• Companies and Firms: Invest in your team's development with onsite training tailored to your organization's goals, enhancing efficiency and productivity.
• State CPA Societies: Partner with a dedicated educator to provide your members with high-quality, customized CPE courses that meet their specific needs.

Core Course Offerings

• Tax Department Productivity – People, Processes, and Technology: Boost your firm or tax department’s efficiency without adding headcount or resources. Learn strategies that leverage your current team and tools for better results.
• Artificial Intelligence (AI) for CPAs: Discover how AI tools like ChatGPT can transform your accounting and tax functions, improving research, data analysis and streamlining processes.
• Alteryx for Accounting, Tax, and Finance Professionals: Master Alteryx™ to organize and analyze large datasets, automate calculations, and create efficient workflows that save time and reduce errors.
• An Introduction to Tax Accounting - A Plain English Introduction to ASC 740 Tax Provisions: Gain a clear, practical understanding of ASC 740 tax accounting rules, with examples and guidance for applying these concepts in real-world situations.

What Sets My Training Apart?

• Practical Focus: My courses emphasize real-world applications, so you can immediately apply what you learn.
• Customized for You: Training is tailored to address your organization's specific challenges and goals.
• Experienced Instruction: My hands-on experience ensures the material is relevant, engaging, and directly applicable to your work.

Testimonials from Course Attendees

"Trent took extremely complex material and made it 'bite-size' so I could understand it. His presentation and examples were very well thought out."

"One of the most relevant CPE sessions ever. The practical application was greatly appreciated, and Trent is a fabulous presenter. He made a difficult topic easier to understand."

Let's Work Together

Whether you're a company or firm leader aiming to provide your team with impactful training, or a state CPA society seeking quality educators, I’m here to help.

Contact Me

Contact me today to discuss how we can design a training program to match your needs.