Event Search
Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-73483
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua’s ... More Info
Rebroadcast
CPAs as AI Systems Evaluators
- Online
- Event Code: GWAICSE2-75030
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Auditing
This course provides a concise overview of the emerging role of CPAs as independent evaluators of artificial intelligence systems. Participants will explore how established accounting competencies-including professional skepticism, assurance, internal controls, risk assessment, and evidence evaluation-can be applied to AI. The course introduces major AI standards and frameworks, common AI ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67509
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well ... More Info
Rebroadcast
Risk Wrangling: Surviving the Modern Business Rodeo
- Online
- Event Code: HDCHRWS2-67700
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today’s enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. ... More Info
Rebroadcast
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
- Online
- Event Code: GAPZBBB2-72928
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities, and ethical ... More Info
Rebroadcast
Financial Statement Presentation, Disclosure, and Analysis
- Online
- Event Code: HDCHFSP8-68366
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also ... More Info
Rebroadcast
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- Online
- Event Code: PEDPSBM4-69004
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Finance
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-70145
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66740
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
Monthly Federal Tax Updates – March 2027
- Online
- Event Code: AMAM0327-71019
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
Winning Tax Strategies for Real Estate Professionals
- Online
- Event Code: FTSDWTS2-74122
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Learn how material participation rules can significantly impact the tax treatment of your real estate activities. This course explains the IRS tests for material participation, how to distinguish active from passive activities, and strategies for documenting participation to maximize tax benefits. A detailed analysis of the self-rental passive activity rules ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70676
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term “artificial intelligence” (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70676
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term \ (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing because ... More Info
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67053
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering ... More Info
Rebroadcast
Navigating Digital Asset Compliance and Enforcement
- Online
- Event Code: BETTNDA2-74411
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69702
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67607
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
Understanding How the IRS Rewards Whistleblowers
- Online
- Event Code: UHIR-2027-01-WEBNR-88-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act’s passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to ... More Info
Rebroadcast
2026/27 Not-for-Profit GAAP Update
- Online
- Event Code: GA26NFP1-72390
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-73668
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: PEDPCSC2-70964
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69853
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Introduction to Governmental Budgeting
- Online
- Event Code: GAARIGB2-72644
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
- Yellowbook
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we ... More Info
Rebroadcast
Managing Up the Ladder
- Online
- Event Code: MUTL-2027-01-WEBNR-88-01
- CPE Credits: 2
- Fields of Study: CPE - Personnel/Human Resources
It’s not about top-down management anymore — things have changed. For organizations to be successful today, everyone needs to contribute. Our success depends not just on how you manage those who report to you but also on those to whom you report. The world is too complex now for any ... More Info
Rebroadcast
Tax Research – Intermediate Concepts
- Online
- Event Code: TRS2-2027-01-WEBNR-88-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing ... More Info