Event Search
On Demand
ODX07426: ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: ONDEMAND-947
- NCACPA On Demand 365
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity’s performance, predicting future financial health, ... More Info
On Demand
ODX07526: Generative AI Strategy for Accountants
- Online
- Event Code: ONDEMAND-948
- NCACPA On Demand 365
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, ... More Info
On Demand
ODX07626: ChatGPT and Advanced Accounting Research
- Online
- Event Code: ONDEMAND-949
- NCACPA On Demand 365
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and ... More Info
On Demand
ODX07726: Written Information Security Plans
- Online
- Event Code: ONDEMAND-950
- NCACPA On Demand 365
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
On Demand
ODX07826: No Tax on Overtime: Payroll Compliance
- Online
- Event Code: ONDEMAND-951
- NCACPA On Demand 365
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the “regular rate of pay.” Through practical examples and compliance-focused scenarios learners will gain the skills ... More Info
On Demand
ODX07926: Taxation of the Cannabis Industry
- Online
- Event Code: ONDEMAND-952
- NCACPA On Demand 365
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique ... More Info
On Demand
ODX08026: Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: ONDEMAND-953
- NCACPA On Demand 365
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
On Demand
ODX08126: Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: ONDEMAND-954
- NCACPA On Demand 365
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.
On Demand
ODX08226: Corporate Finance Technology Selection: Practical Frameworks
- Online
- Event Code: ONDEMAND-955
- NCACPA On Demand 365
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and “AI” marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and ... More Info
On Demand
ODX08326: Volume to Value: A New Era of Precision Hiring in Accounting
- Online
- Event Code: ONDEMAND-956
- NCACPA On Demand 365
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to “precision hiring” as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most ... More Info
On Demand
ODX08426: Executive Presence, Personal Brand: Structure Your Narrative
- Online
- Event Code: ONDEMAND-957
- NCACPA On Demand 365
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography. Participants will analyze how credibility is ... More Info
On Demand
ODX08526: Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: ONDEMAND-958
- NCACPA On Demand 365
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define ... More Info
On Demand
ODX08626: Analyzing Financial Statements
- Online
- Event Code: ONDEMAND-959
- NCACPA On Demand 365
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info
On Demand
ODX08726: Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: ONDEMAND-960
- NCACPA On Demand 365
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
On Demand
ODX08826: Selected Ethics Topics 2025 – 2026
- Online
- Event Code: ONDEMAND-961
- NCACPA On Demand 365
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
On Demand
ODX08926: AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: ONDEMAND-962
- NCACPA On Demand 365
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.
On Demand
ODX09026: Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: ONDEMAND-963
- NCACPA On Demand 365
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity.
On Demand
ODX09126: Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: ONDEMAND-964
- NCACPA On Demand 365
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to ... More Info
On Demand
ODX09226: Navigating IRS Collections: The Collection Process
- Online
- Event Code: ONDEMAND-965
- NCACPA On Demand 365
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
On Demand
ODX09326: The Modern Tax Workflow
- Online
- Event Code: ONDEMAND-946
- NCACPA On Demand 365
Tax professionals spend countless hours sorting documents, managing workflow bottlenecks and correcting process inefficiencies that have little to do with actual tax work. In this course, you’ll learn how modern firms are rethinking the tax workflow from intake to review. Through practical exercises and demonstrations using GruntWorx, you’ll identify workflow ... More Info
On Demand
OD000226: Form 990 Without Tears: From Core Mechanics to the Big Three Schedules
- Online
- Event Code: OD000226
- External ID: OD000226
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- NCACPA On Demand 365
Form 990 may be the IRS’s most revealing—and most exasperating—public facing filing, and Eve Borenstein is back to help practitioners cut through its chaos with clarity, humor, and a healthy dose of irreverence. This combined session brings together the essential groundwork every preparer needs with a deep dive into how to ... More Info
Community and Connections
SN000926: Tax Efficient Portfolio Strategies
- Online
- Event Code: SN000926
Taxes are one of the biggest obstacles to long-term wealth accumulation, and they remain a top concern for the advisor community. Join NCACPA’s Financial Planning Network and Mark Gochnour, CPA, CFA on Tuesday, August 25 from 12:00 – 1:00 pm via Zoom for a (non-CPE) event exploring how innovation in ... More Info
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71215
- Fields of Study: CPE - Regulatory Ethics
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: FFKGNFS2-66207
- Fields of Study: CPE - Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65115
- Fields of Study: CPE - Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info