Event Search
Rebroadcast
Ethics, Tax Practice & Understanding Circular 230
- Online
- Event Code: HIMHETP2-67657
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that ... More Info
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: TAKEOLC4-63501
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as ... More Info
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-70752
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
If you or your clients are facing that stage of life where careers are passing into the background, and a new \ life is emerging, then you are entering what is called \ . Some people are excited, some are scared, and most are both. There are many issues and ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: GLRGTET2-66828
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
\ To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn’t get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high ... More Info
Rebroadcast
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-69667
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to ... More Info
Rebroadcast
Ethical Considerations for the CPA
- Online
- Event Code: ETHC-2027-01-WEBNR-116-01
- CPE Credits: 4
- Fields of Study: CPE - Regulatory Ethics
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a ... More Info
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67073
- 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
Purchase and Sale of a Residence: Critical Tax Issues
- Online
- Event Code: PSR2-2027-01-WEBNR-116-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need ... More Info
Rebroadcast
Introduction to Governmental Budgeting
- Online
- Event Code: GAARIGB2-72662
- 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
Ethics, AI, and Music: What Every CPA Must Know
- Online
- Event Code: EGBWEAM1-71857
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people’s work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, ... More Info
Rebroadcast
Managing People Through Motivation
- Online
- Event Code: MAMO-2027-01-WEBNR-116-01
- CPE Credits: 4
- Fields of Study: CPE - Personnel/Human Resources
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You’ll learn how to use ... More Info
Rebroadcast
Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World
- Online
- Event Code: DSA2-2027-01-WEBNR-116-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
This presentation explores modern confidentiality, data security, and AI-related professional obligations in an increasingly hostile and deceptive threat environment. It explains how evolving risks such as AI-generated phishing, account takeovers, deepfakes, and inadvertent data sharing intersect with long-standing ethical duties, emphasizing that competence today includes understanding both the benefits and ... More Info
Rebroadcast
More Money at the End of the Month: Strategic Ways To Improve Cash Flow
- Online
- Event Code: WIC2-2027-01-WEBNR-116-01
- CPE Credits: 2
- Fields of Study: CPE - Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
Tax Reporting for Executive Compensation
- Online
- Event Code: EXC2-2027-01-WEBNR-116-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67612
- 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
Selected Ethics Topics 2025 – 2026
- Online
- Event Code: PAAHE262-70013
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
Selected Ethics Topics 2025 – 2026
- Online
- Event Code: PAAHE262-70013
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: JHSWLST2-63388
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren’t born. World-class listeners deliberately practice this skill, ... More Info
Rebroadcast
Untying the Knot: Taxes & Divorce
- Online
- Event Code: BTPWUTK8-71300
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: NCSIRSP4-68828
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-64635
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-66583
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client’s transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-63805
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like \ and \ , are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently ... More Info
Rebroadcast
Financial & Tax Accounting for S Corporations & Partnerships
- Online
- Event Code: FTWFSCP8-65989
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: GWHBCAI2-67151
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude ... More Info
