Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-57127
- External ID: WRX370025
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
Beyond the Numbers: Success Strategies for Female CPAs
- Online
- Event Code: WBTWBNS2-57338
- External ID: WRX370325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you’ve demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of ... More Info
Rebroadcast
Determining Reasonable Compensation for Owner Employees
- Online
- Event Code: CBRSDEE1-57600
- External ID: WRX370425
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Specialized Knowledge
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in ... More Info
Rebroadcast
Governing Agentic AI: Cybersecurity, Data, and Risk
- Online
- Event Code: GOA2-2026-01-WEBNR-56-01
- External ID: WRS205025
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance, and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA’s red-teaming guidelines, as ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-61042
- External ID: WRX520125
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Ethics: Giving Thanks – How to Master the Art of Gratitude
- Online
- Event Code: EGBWEGT2-57952
- External ID: WRX370525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe you’re already a deeply grateful person, you’ll still learn some new strategies for expressing gratitude effectively. Forbes ... More Info
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-55453
- External ID: WRX370625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants ... More Info
Rebroadcast
AI & Accounting in Manufacturing
- Online
- Event Code: GWAIAIM2-60814
- External ID: WRX520525
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-53776
- External ID: WRX370825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you’re a seasoned professional or new to data analysis, this course provides an in-depth understanding ... More Info
Rebroadcast
Controller/CFO Update: Hot Topics Facing Today’s Financial Professional
- Online
- Event Code: TCF4-2026-01-WEBNR-57-01
- External ID: WRS205225
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Finance
In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need ... More Info
Rebroadcast
Ethics for the Industry Accountant
- Online
- Event Code: ETI4-2026-01-WEBNR-57-01
- External ID: WRS205325
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-57777
- External ID: WRX370725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info
Rebroadcast
Tax Update for Client Advisory Services
- Online
- Event Code: TXU4-2026-01-WEBNR-57-01
- External ID: WRS205125
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues, ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-61182
- External ID: WRX520325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
Walter Haig’s Business Financial Health Checkup
- Online
- Event Code: WHBUSHC8-57406
- External ID: WRX370925
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a ... More Info
Rebroadcast
CPA to CFO
- Online
- Event Code: CPALCTC1-53574
- External ID: WRX371025
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax ... More Info
Rebroadcast
Synchronize Your Files to the Cloud with SharePoint -Updated
- Online
- Event Code: HAJHSFU2-56087
- External ID: WRX371125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a must take. There are often times when you want or ... More Info
Rebroadcast
2025 Annual Update for Not-for-Profit Accountants & Auditors
- Online
- Event Code: GA25NFA8-59048
- External ID: WRX371225
- CPE Credits: 8
- Legacy Level: Update
- Yellowbook
The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. We’ll look at the work of the NAC and the impact they’ve had. We’ll then transition to the Accounting Standards Updates (ASUs) issued by the FASB that impact nonprofit ... More Info
Rebroadcast
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: ESJLADI2-54296
- External ID: WRX371325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. This event may be ... More Info
Rebroadcast
Food, Beverage, and Entertainment Expensing
- Online
- Event Code: ELEX-2026-01-WEBNR-57-01
- External ID: WRS205425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The IRS has issued final regulations regarding the Tax Cuts and Jobs Act’s (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the ... More Info
Rebroadcast
Taxation of Tips and Overtime Under OBBBA
- Online
- Event Code: TTO2-2026-01-WEBNR-57-01
- External ID: WRS205525
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-57487
- External ID: WRX371425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
Current Nonprofit Fraud Trends
- Online
- Event Code: ESJLCNF4-59280
- External ID: WRX371725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide ... More Info
Rebroadcast
Defining Where and Why Internal Controls are Needed
- Online
- Event Code: TAKEWWC2-58954
- External ID: WRX371625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important ... More Info
Rebroadcast
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-58913
- External ID: WRX371525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does helping my child ... More Info