Event Search
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: DB24GAS4-65521
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO’s issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-66852
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and ... More Info
Rebroadcast
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
- Online
- Event Code: MOC2-2027-01-WEBNR-117-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial ... More Info
Rebroadcast
Microsoft Outlook “Must Know” Email Tips
- Online
- Event Code: HAJHMOT2-64028
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though ... More Info
Rebroadcast
Navigating Digital Asset Compliance and Enforcement
- Online
- Event Code: BETTNDA2-74412
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination ... More Info
Rebroadcast
Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
- Online
- Event Code: ONE2-2027-01-WEBNR-117-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
This program covers three topics: the Department of Labor’s proposed changes in overtime rules, the Federal Trade Commission’s attempt to ban most non-compete agreements, and the Department of Labor’s 2026 rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA).
Rebroadcast
Surgent’s Tax Policy Hour With Ken Kies
- Online
- Event Code: TPHK-2027-01-WEBNR-117-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
This program features renowned tax attorney Ken Kies, who has extensive experience in both government and private practice. Drawing on firsthand experience working with the U.S. Treasury Department and as Acting Chief Counsel of the IRS, plus his years advising clients and practitioners in private practice, he provides a unique ... More Info
Rebroadcast
The Americans with Disabilities Act and the Family and Medical Leave Act
- Online
- Event Code: ADAF-2027-01-WEBNR-117-01
- CPE Credits: 2
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure “equality ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-67608
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, ... More Info
Rebroadcast
Profiles in Fraud
- Online
- Event Code: FFKGPIF2-72134
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a ... More Info
Rebroadcast
From Numbers to Narratives: Mastering Data Analysis for CPAs
- Online
- Event Code: DPBSFNN2-71803
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. “From Numbers to Narratives: Mastering Data Analysis for CPAs” explores the “why” behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. ... More Info
Rebroadcast
2026/27 Annual Update for Governments and Not-for-Profits
- Online
- Event Code: GA26AUG4-74048
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks, and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66641
- 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
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: FTSSRRP2-66510
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
NOCLAR: Ethics, Audit & Yellow Book Considerations
- Online
- Event Code: GA27NEA1-74648
- CPE Credits: 1
- Yellowbook
Noncompliance with laws and regulations (NOCLAR) can create significant ethical responsibilities for CPAs, whether they are serving clients or working within an employing organization. This course examines the AICPA Code of Professional Conduct interpretations addressing how members should respond when they encounter actual or suspected noncompliance with laws and regulations, ... More Info
Rebroadcast
Everyday Ethics at Work: Don’t be the Next News Story!
- Online
- Event Code: SCJEEEW2-73467
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-71602
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
Winning Tax Strategies for Real Estate Professionals
- Online
- Event Code: FTSDWTS2-73597
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Learn how material participation rules can significantly impact the tax treatment of your real estate activities. This course explains the IRS tests for material participation, how to distinguish active from passive activities, and strategies for documenting participation to maximize tax benefits. A detailed analysis of the self-rental passive activity rules ... More Info
Rebroadcast
Ethical Intelligence for Artificial Intelligence
- Online
- Event Code: HDCHEAI2-73716
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting ... More Info
Rebroadcast
Ethics and Technology for CPAs
- Online
- Event Code: PAAHCPA2-73546
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems, and whether they create a need for CPAs to adjust their skill sets to address ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-73692
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the ... More Info
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-73471
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax ... More Info
Rebroadcast
CPAs as AI Systems Evaluators
- Online
- Event Code: GWAICSE2-74813
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Auditing
This course provides a concise overview of the emerging role of CPAs as independent evaluators of artificial intelligence systems. Participants will explore how established accounting competencies-including professional skepticism, assurance, internal controls, risk assessment, and evidence evaluation-can be applied to AI. The course introduces major AI standards and frameworks, common AI ... More Info
Rebroadcast
Finding Errors in Excel Spreadsheets
- Online
- Event Code: DPBSFEE2-73289
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants ... More Info
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: JHSWAED2-75201
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This ... More Info
