2026 Partner CPD Series – Review Stream – up to 18 CPD Hours – Save $517 vs. buying sessions individually

Join our Partner PD Series – Review Stream Obtain your verifiable CPD hours by joining Clearline Consulting’s Partner PD series. The sessions are dedicated to partners with a review license and integrate tax, risk mitigation and optional roundtable sessions. Our sessions focus on the topics and issues that all our colleague firms are encountering within the specific service lines. The sessions are concise, practical and relevant to the small and mid-size clients your firm services and your firm’s practice management issues. Should any time be remaining at the end of any session we will utilize the time in open discussion with your professional colleagues where we can share ideas and solutions for issues arising within our firms. The PD Series is priced at a 30% discount. If you only wish to attend a few of the sessions individual session registration is available using the links below or going to our individual session registration page. Our 2-hour sessions are hosted over Zoom on the following days at 9:00am PST. Recordings for each session will be made available: May 25, 2026 – BC PST on Services: What Your Firm Needs to Do Now August 12, 2026 – CSQM1 Annual Update for Assurance Firms September 9, 2026 – Partner Roundtable: Compensation, Benefits & Retention October 7, 2026 – Bare Trusts: Where Did We Land? October 14, 2026 – Partner Roundtable: Everything but Staffing October 22, 2026 – Accounting Standards Update (ASPE & ASNPO) November 4, 2026 – Tax Planning for the Coming Year November 12, 2026 – Analytical Procedures in Review Engagements: Getting It Right December 2, 2026 – Ethics in Practice: CoPC Scenarios Attending all session will provide you with up to 18 hours of CPD. Included in the total CPD hours is 2.5hrs of Ethics. Verifiable CPD Certificates are available for download at the end of each session upon completion of a quiz. Please note that a separate registration is required for each individual firm attendee.