Event Search
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69399
- Fields of Study: CPE - Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
AICPA Quality Management Standards: A Focus on Year Two
- Online
- Event Code: AQM2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Firms should have implemented the Quality Management Standards (SQMS 1-3) by December 15, 2025. The engagement level standards, SAS 146, SSARS 26, and SSAE 23 are effective for engagements with periods beginning on or after December 15, 2025. Firms are also required to evaluate their system of quality management (SQM) ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-66588
- Fields of Study: CPE - Auditing
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
Ethical Considerations for CPAs
- Online
- Event Code: ECCP-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Regulatory Ethics
As accounting firms’ non-attest offerings to their attest clients become more diversified, such engagements increase firms’ exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules ... More Info
Rebroadcast
How Recent Auditing Standards Improve Risk-Based Audits
- Online
- Event Code: ESJLHRA4-65462
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be ... More Info
Rebroadcast
Where To Live in Retirement
- Online
- Event Code: WTR2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71667
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66640
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various ... More Info
Rebroadcast
Ethics, Spirituality, Love and Belonging in the Workplace
- Online
- Event Code: GLRGSSLB2-73022
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love, and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and ... More Info
Rebroadcast
Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: HIMHSKW2-67800
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on ... More Info
Rebroadcast
Microsoft Teams for CPAs: Unlocking Its Full Potential
- Online
- Event Code: HAJHMTC2-67545
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review ... More Info
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-64214
- 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
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72557
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also ... More Info
Rebroadcast
Making Sense of Essential OBBBA Provisions
- Online
- Event Code: ESO2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law ... More Info
Rebroadcast
Privacy and Security Training: Obligations of Confidentiality and Safekeeping
- Online
- Event Code: DTS2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for ... More Info
Rebroadcast
Mastering Accounting for Income Taxes
- Online
- Event Code: AIT4-2026-01-WEBNR-259-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Mastering income taxes remains one of the more difficult financial statement line items for accountants and auditors alike. When the PCAOB required critical audit matters to be reported in 2019, the most common topic for S&P 500 firms was taxes. But this difficulty does not have to extend to you. ... More Info
Rebroadcast
Surgent’s Federal Tax Update
- Online
- Event Code: BFT4-2026-01-WEBNR-259-01
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- Enrolled Agent
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
Lessons Learned From Recent Accounting Malpractice Actions
- Online
- Event Code: AMA2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Law, CPE - Regulatory Ethics
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of ... More Info
Rebroadcast
Section 529 Plans: A Comprehensive Guide
- Online
- Event Code: QTP2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course provides a thorough examination of qualified tuition programs (Section 529 plans), focusing on their tax treatment, planning applications, and recent legislative changes. Participants will learn how 529 plans operate, what qualifies as education expenses, and how contributions, distributions, and beneficiary changes are treated under federal law. The course ... More Info
Community and Connections
SN001126: Conversations & Connections
- UpMarket Gallery
- Event Code: SN001126
Join in for a relaxed networking event at UpMarket Gallery in Asheville on Thursday, September 17 from 4:30 – 6:30 pm, bringing together professionals from across the accounting community. With a brief presentation from NCACPA CEO, Mark Soticheck, CPA, CGMA, this is a perfect blend of networking, socializing, and keeping ... More Info
Rebroadcast
2026/27 Annual Update for Not-for-Profit Accountants & Audit
- Online
- Event Code: GA26NFA4-72363
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting ... More Info
Rebroadcast
Ethics: Court Orders, Confidentiality, and Compliance
- Online
- Event Code: HIMHECO2-67662
- Fields of Study: CPE - Regulatory Ethics
Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230, and the Gramm-Leach-Bliley ... More Info
Rebroadcast
Financial Statement Presentation, Disclosure, and Analysis
- Online
- Event Code: HDCHFSP8-68370
- 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
Leadershift Ethics: Things Must Change!
- Online
- Event Code: TDTDTMC2-63680
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the ... More Info
Rebroadcast
Surgent’s New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
- Online
- Event Code: QSB2-2026-01-WEBNR-260-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4, 2025, there are important changes that make Section 1202 much more appealing to clients willing to ... More Info