Event Search
Rebroadcast
The Ethics of Care in the Workplace
- Online
- Event Code: GLRGECW2-66700
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66306
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed.nnThis event may be ... More Info
Rebroadcast
No Tax on Overtime: Payroll Compliance
- Online
- Event Code: HIMHNTO2-67503
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
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 Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-73560
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi 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
Rebroadcast
Guide and Update to Compilations, Reviews, and Preparations
- Online
- Event Code: CRU4-2026-01-WEBNR-283-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71663
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
2026/27 Annual Update for Governments and Not-for-Profits
- Online
- Event Code: GA26AUG4-72347
- 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.nnParticipants will begin with an overview of recent accounting ... More Info
Rebroadcast
Audits of 401(k) Plans: New Developments and Critical Issues
- Online
- Event Code: AFPL-2026-01-WEBNR-285-01
- CPE Credits: 8
- Fields of Study: CPE - Auditing
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70517
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Leadershift Ethics: Things Must Change!
- Online
- Event Code: TDTDTMC2-63811
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-66506
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-285-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71507
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report \ provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66390
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Coping With the Growth of Online Fraud
- Online
- Event Code: TAKECGF4-63307
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is ... More Info
Rebroadcast
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
- Online
- Event Code: RTH2-2026-01-WEBNR-285-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply, and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 ... More Info
Rebroadcast
Multi Year Failure to File: Getting into Compliance
- Online
- Event Code: NCRNMYF8-69735
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Rebroadcast
Technology Trends for CPAs and CFOs: 2026 Update
- Online
- Event Code: HA26TTC2-67179
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: DPBSMEL2-64142
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In today%26apos;s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel%26apos;s ... More Info
Rebroadcast
CFO %26 Controller Critical Skills: Budgeting %26 Forecasting
- Online
- Event Code: PEDPCSC2-70951
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Monthly Federal Tax Updates – October 2026
- Online
- Event Code: AMAM1026-71027
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-66039
- 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
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-68024
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: GWHBCAI2-67105
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology