Event Search
Rebroadcast
Common Deficiencies in SSARS Engagements
- Online
- Event Code: GAJVCDS4-72707
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
- Yellowbook
Preparation, compilation, and review engagements continue to receive heightened attention in peer review, even years after the issuance of SSARS No. 21. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem ... More Info
Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-73705
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
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. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67561
- 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
Take Command of your Time
- Online
- Event Code: JHSWTCT2-63255
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-64151
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Understanding Corporate Taxation: Formation and Shareholder Compensation
- Online
- Event Code: CTF2-2027-01-WEBNR-78-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When a new business is formed, there are a lot of questions. What is the most tax-advantageous way to structure the entity? What issues do we need to be aware of? How should owners pay themselves? For corporations, these questions are even tougher since they are regulated so heavily. In ... More Info
Rebroadcast
Architecture of Persuasion: Ethos, Logos, and Pathos
- Online
- Event Code: CXVCAPE1-73580
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Persuasive communication follows a structure that has endured for centuries. In this 1-CPE session (Professional Development), participants explore the Aristotelian framework of Ethos, Logos, and Pathos and examine how credibility, logic, and emotional resonance function together in professional messaging. Drawing from course examples comparing historical and corporate speeches, participants analyze ... More Info
Rebroadcast
Claude Fundamentals for Accountants (2026 Update)
- Online
- Event Code: GWCLFFA2-75116
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of Claude and its growing role as an AI-powered productivity, analysis, and workflow platform for accounting professionals. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, ... More Info
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-64517
- 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
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-64517
- 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
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63197
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
A Culture of Regulatory Ethics: A Competitive Advantage
- Online
- Event Code: PEDPCRE4-70505
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, ... More Info
Rebroadcast
Federal Tax Updates for Individuals
- Online
- Event Code: AMFTUIN8-71108
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will ... More Info
Rebroadcast
Get started with Power BI
- Online
- Event Code: DPBSGSP2-64465
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, “Get Started with Power BI.” This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel’s Power ... More Info
Rebroadcast
Introduction to Trusts for Accounting and Finance Professionals
- Online
- Event Code: TRU2-2027-01-WEBNR-78-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Trusts are widely used in personal and business planning, yet many professionals encounter them without formal training. This course explains how trusts function, who is involved, and why different trust structures are used. Participants will gain a working understanding of trust mechanics, basic tax and accounting considerations, and common trust ... More Info
Rebroadcast
Microsoft Teams for CPAs: Unlocking Its Full Potential
- Online
- Event Code: HAJHMTC2-67554
- 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
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65737
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
CFO Series: Are You Making a Profit? Hidden Risks & Costs
- Online
- Event Code: CF27AYR2-74449
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Is the organization really making an actual profit? Enough profit to compensate the owners for the risks they are taking? Does management know how to estimate the cost of capital (‘COC’)? Determining the COC for a privately held business is complex and nuanced. We will address these issues, the latest ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69250
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
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
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-66031
- 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
Tax Season and OBBBA Update for Individual with Steve Dilley
- Online
- Event Code: FTOTSUI4-74105
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and ... More Info
Rebroadcast
Advanced ChatGPT for Accountants
- Online
- Event Code: GWGWACG2-64860
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course concisely explains the latest “see, hear, speak” multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71464
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, ... More Info
Rebroadcast
Skills to Enhance Personal and Professional Networks
- Online
- Event Code: NET2-2027-01-WEBNR-78-01
- CPE Credits: 2
- Fields of Study: CPE - Communications and Marketing
Maintaining a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66727
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info