Event Search
Rebroadcast
Ethics: Court Orders, Confidentiality, and Compliance
- Online
- Event Code: HIMHECO2-67680
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Rebroadcast
Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70183
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions ... More Info
Rebroadcast
The Complete Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: CGPT-2026-01-WEBNR-356-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-64238
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: HAJHSDU2-68299
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login ... More Info
Rebroadcast
Volume to Value: A New Era of Precision Hiring in Accounting
- Online
- Event Code: CXLRVTV1-71634
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66277
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Financial Strategy and Leadership for CFOs
- Online
- Event Code: FSL2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Finance
This course explores the CFO’s evolving role as a strategic business partner. It focuses on capital allocation, financial modeling, key performance indicators (KPIs), and leadership in value creation. Participants will learn how to align financial strategy with business objectives, optimize cash flow, and communicate insights effectively to stakeholders.
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-65919
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Mastering Accounting for Income Taxes
- Online
- Event Code: AIT4-2026-01-WEBNR-356-01
- CPE Credits: 4
- 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%26P 500 firms was taxes. But this difficulty does not have to extend to you. ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-71100
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Rebroadcast
Raising Financially Capable Children
- Online
- Event Code: RFC2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients’ first ... More Info
Rebroadcast
Virtual Currency: Keeping Up With the Tax Code
- Online
- Event Code: VCR2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, ... More Info
Rebroadcast
Yellow Book Independence and Single Audit Fundamentals
- Online
- Event Code: PAABYBI4-70713
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-69015
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
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
Rebroadcast
Noble Leadership: An Ethical Approach
- Online
- Event Code: GLRGNLA2-66786
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-63788
- 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 utilized. This ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65120
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury%26apos;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
Rebroadcast
Introduction to Risk Assessment
- Online
- Event Code: GAJVIRA2-72778
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Rebroadcast
Key Partnership and S Corporation Tax Planning Strategies
- Online
- Event Code: BTS4-2026-01-WEBNR-356-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
Lessons Learned From Recent Accounting Malpractice Actions
- Online
- Event Code: AMA2-2026-01-WEBNR-356-01
- CPE Credits: 2
- 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
New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
- Online
- Event Code: QSB2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
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
Rebroadcast
The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
- Online
- Event Code: AUG2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required ... More Info
Rebroadcast
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
- Online
- Event Code: RAO2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their ... More Info
Rebroadcast
Today’s Entrepreneur: Hiring and Recruiting With a Limited Budget
- Online
- Event Code: EHR2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Personnel/Human Resources
Recruiting talent in today’s ultra-competitive market is extremely tough. Just simply out paying your competition usually isn’t an option. For this reason, we have to be more strategic in how we recruit and maintain talent. We need to know what attracts talent and what doesn’t. We need to know where ... More Info