Event Search
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: GWGWLCI2-73245
- 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’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
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66429
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-73481
- 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’s ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-73531
- 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
Microsoft Outlook “Must Know” Email Tips
- Online
- Event Code: HAJHMOT2-64020
- 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
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69829
- 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
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72167
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-73294
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: JHSWAED2-75199
- 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
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: JHSWAED2-75199
- 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
Rebroadcast
Yellow Book Ethics
- Online
- Event Code: ESJLYBE2-66142
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
- Yellowbook
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. nnThis event may be a rebroadcast of a ... More Info
Rebroadcast
ChatGPT Vision for Financial Analysis
- Online
- Event Code: GWGWCGV2-73656
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course offers an in-depth exploration of the 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 aerial ... More Info
Rebroadcast
Ethical Intelligence for Artificial Intelligence
- Online
- Event Code: HDCHEAI2-73714
- 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
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-63312
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
Finding Errors in Excel Spreadsheets
- Online
- Event Code: DPBSFEE2-73281
- 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
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66630
- 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
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-73468
- 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
Google Gemini AI for Accountants
- Online
- Event Code: GWGWGAI2-67017
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course provides a concise overview of Gemini AI, Google’s advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-73679
- 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
Written Information Security Plans
- Online
- Event Code: HIMHISP1-73561
- 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
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-64902
- 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: Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to ... More Info
Rebroadcast
LEARNING PATH: AI-Powered Accounting
- Online
- Event Code: SUAPAF10-70281
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Accounting, CPE - Computer Software & Applications, CPE - Information Technology
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Audit and Risk Fundamentals
- Online
- Event Code: SUARFU10-69774
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Auditing
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Auditing Key Financial Statement Areas
- Online
- Event Code: SUAKFS10-70265
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Auditing
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Combatting Fraud
- Online
- Event Code: SUCFMP10-69765
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Accounting, CPE - Auditing, CPE - Specialized Knowledge
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.