Event Search
Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-67350
- 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.nnnThis event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69839
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Getting Ahead: The Art of Marketing for CPAs
- Online
- Event Code: AMC2-2027-01-WEBNR-14-01
- CPE Credits: 2
- Fields of Study: CPE - Communications and Marketing
To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2027-01-WEBNR-14-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65371
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: GWGWLCI2-64461
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI%26apos;s powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for ... More Info
Rebroadcast
Ethical Intelligence for Artificial Intelligence
- Online
- Event Code: HDCHEAI2-68418
- 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
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66290
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-63083
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
Rebroadcast
2026/27 Not-for-Profit GAAP Update
- Online
- Event Code: GA26NFP1-72399
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.nnThe course also introduces the International Non-Profit Accounting Standard (INPAS)-the ... More Info
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-69169
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
CFO %26 Controller Critical Skills: Budgeting %26 Forecasting
- Online
- Event Code: PEDPCSC2-73729
- 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
Current Cybersecurity Risk Management Trends
- Online
- Event Code: ESJLCCR2-65459
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
- Yellowbook
One of the top concerns of any organization%26apos;s leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them.nnThis event may be a rebroadcast ... More Info
Rebroadcast
Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70181
- 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
Guide and Update to Compilations, Reviews, and Preparations
- Online
- Event Code: CRU4-2027-01-WEBNR-15-01
- 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
Guide to Calculating S Corporation Shareholder Stock and Loan Basis
- Online
- Event Code: CSSB-2027-01-WEBNR-15-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation ... More Info
Rebroadcast
Tax and Advisory with Agentic AI
- Online
- Event Code: TAA2-2027-01-WEBNR-15-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory ... More Info
Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-65341
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua%26apos;s ... More Info
Rebroadcast
Understanding and Creating an Internal Control System
- Online
- Event Code: TAKEUCI8-63577
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets ... More Info
Rebroadcast
ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: GWGWFAA2-64682
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity%26apos;s performance, predicting future financial health, ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70665
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term (AI) has become mainstream and while most have a layperson%26apos;s understanding of AI, few know the depth and breadth of this technology%26apos;s capability. AI is affecting just about everything in business and in people%26apos;s personal lives. The operation of an internal control system is also changing because of ... More Info
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-73506
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
If you or your clients are facing that stage of life where careers are passing into the background, and a new life is emerging, then you are entering what is called . Some people are excited, some are scared, and most are both. There are many issues and questions people ... More Info
Rebroadcast
Critical Conversations
- Online
- Event Code: CCAW-2027-01-WEBNR-15-01
- CPE Credits: 3
- Fields of Study: CPE - Personnel/Human Resources
As uncomfortable as some conversations are, keeping your silence won’t resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a “hard to have” talk, you can learn to benefit from the conversation. In the workshop, you’ll learn ... More Info
Rebroadcast
Features and Benefits of SEP IRAs and SIMPLE IRAs
- Online
- Event Code: BSS2-2027-01-WEBNR-15-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
A challenge for many small business owners is choosing the right retirement plan for their businesses. Many hesitate to adopt a plan because they are intimidated by the governing rules and administrative requirements. SEP IRAs and SIMPLE IRAs can be practical solutions because they are relatively easy to establish, maintain, ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69688
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info