Rebroadcast
Unlocking Deep Secrets: Case Studies in Financial Analysis
- Online
- Event Code: EKEKUDS2-58318
- External ID: WRX410725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Unlock the secrets to understanding a company’s financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. – Vertical Analysis: Learn how to express each line item ... More Info
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-59663
- External ID: WRX410825
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
CFO Series: Identify the ‘Good’ Clients to Improve Margins
- Online
- Event Code: KIRMIGC2-61104
- External ID: WRX528125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Business Management & Organization
Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what ... More Info
Rebroadcast
Creating an Ethical Work Environment
- Online
- Event Code: GLRGCEW2-55133
- External ID: WRX410925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Exploring Internal Controls That Could Have Prevented Frauds
- Online
- Event Code: CHCHEIC2-52596
- External ID: WRX411025
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters’ ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
How SAS Nos. 134-145 Improve Risk-Based Audits
- Online
- Event Code: ESJLSAS4-59307
- External ID: WRX411125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may ... More Info
Rebroadcast
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-51676
- External ID: WRX411225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-53696
- External ID: WRX411325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Advanced Excel for Staff – Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. ... More Info
Rebroadcast
Integrated Planning, Forecasting, and Budgeting for Organizational Success
- Online
- Event Code: PLF4-2026-01-WEBNR-79-01
- External ID: WRS216025
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Management Services
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-56841
- External ID: WRX411425
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: My S Corp client didn’t take reasonable compensation last year. Now what? Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with ... More Info
Rebroadcast
2025 Yellow Book Update
- Online
- Event Code: GA25YBU2-55095
- External ID: WRX411525
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We’ll also review the recent changes to quality management in Yellow Book. We’ll close with a reminder of common deficiencies found in Yellow ... More Info
Rebroadcast
Ethics, Tax Practice & Understanding Circular 230
- Online
- Event Code: HIMHETP2-60881
- External ID: WRX528225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-51873
- External ID: WRX411625
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term artificial intelligence (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing ... More Info
Rebroadcast
Unconscious Bias for Managers, Supervisors, and Executives
- Online
- Event Code: BCFS-2026-01-WEBNR-79-01
- External ID: WRS216125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Personnel/Human Resources
Understanding unconscious bias is key to creating an inclusive workplace and to making the best business decisions. This course explores the concept of unconscious bias, the science behind it, and how it can affect the way employers hire, evaluate, and treat employees. We will also discuss strategies employers can use ... More Info
Rebroadcast
1040 Tax Prep Automation with AI Tools
- Online
- Event Code: HAJHTPA2-56113
- External ID: WRX411725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-61404
- External ID: WRX528425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client’s transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of ... More Info
Rebroadcast
ChatGPT Vision for Financial Analysis
- Online
- Event Code: GWGWCGV2-52798
- External ID: WRX411825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course offers an in-depth exploration of the vision capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging ... More Info
Rebroadcast
Ethical Considerations for CPAs
- Online
- Event Code: ECCP-2026-01-WEBNR-79-01
- External ID: WRS216225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Regulatory Ethics
As accounting firms’ non-attest offerings to their attest clients become more diversified, such engagements increase firms’ exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules ... More Info
Rebroadcast
Love it or Leave It: Engagement and Retention at Work
- Online
- Event Code: GLLVLER2-58494
- External ID: WRX411925
- CPE Credits: 2
- Legacy Level: Basic
One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee’s investment and connection to ... More Info
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-53021
- External ID: WRX412025
- 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
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-56812
- External ID: WRX412125
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to ... More Info
Rebroadcast
Coaching Skills for Managers and Supervisors
- Online
- Event Code: CKMS-2026-01-WEBNR-82-01
- External ID: WRS216325
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Personnel/Human Resources
This one-day course will teach effective skills for coaching and training employees. You’ll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you’ll learn a five-step approach for ... More Info
Rebroadcast
Cryptocurrency 15 Years Later – A Market Update
- Online
- Event Code: HAJHCYL1-56004
- External ID: WRX412325
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it. This event ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-53698
- External ID: WRX412225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, Leverage PowerBI.com to Create Data Analysis for Others. This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst, business intelligence professional, or someone keen on mastering ... More Info
Rebroadcast
Walter Haig’s Business Financial Health Checkup
- Online
- Event Code: WHBUSHC8-57401
- External ID: WRX412425
- 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