Rebroadcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WSKT-2026-01-WEBNR-23-01
- External ID: WRS138525
- CPE Credits: 2
- Legacy Level: Basic
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-57781
- External ID: WRX309625
- 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
Fraud Case Studies: 21st Century Professional Misbehavior
- Online
- Event Code: HDCHFCS4-56153
- External ID: WRX309525
- CPE Credits: 4
- Legacy Level: Basic
Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters’ nefarious efforts. We examine broad ... More Info
Rebroadcast
CFO Series REPLAY: Navigate the Storms Safely!
- Online
- Event Code: KIRBCMNR-61188
- External ID: WRX509425
- CPE Credits: 2
- Legacy Level: Intermediate
*This course is a replay of a live CFO Series course that aired in 2025* Crisis Management – Navigate the Storms Safely! Whether it’s changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make ... More Info
Rebroadcast
Yellow Book Ethics
- Online
- Event Code: ESJLYBE2-54433
- External ID: WRX309725
- 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. This event may be a rebroadcast of a ... More Info
Rebroadcast
Microsoft Outlook Must Know Email Tips
- Online
- Event Code: HAJHMOT2-56213
- External ID: WRX509525
- 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
A Culture of Regulatory Ethics: A Competitive Advantage
- Online
- Event Code: PEDPCRE4-59773
- External ID: WRX310025
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, ... More Info
Rebroadcast
ChatGPT Vision for Financial Analysis
- Online
- Event Code: GWGWCGV2-52799
- External ID: WRX309925
- 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
Accounting of the Soul: Making the World a Better Place
- Online
- Event Code: GLRGASP1-52198
- External ID: WRX310125
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle’s virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually ... More Info
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-52376
- External ID: WRX310225
- 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 to be determined life is emerging, then you are entering what is called retirement. Some people are excited, some are scared, and most are both. There are many issues ... More Info
Rebroadcast
A Working Parent’s Guide to Prioritizing Mental Wellness
- Online
- Event Code: DPASWPG2-53632
- External ID: WRX310325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges ... More Info
Rebroadcast
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: S754-2026-01-WEBNR-23-01
- External ID: WRS138725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new ... More Info
Rebroadcast
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- Online
- Event Code: PEDPSBM4-61202
- External ID: WRX509625
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Finance
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Tax Planning for Rental Real Estate
- Online
- Event Code: RRE4-2026-01-WEBNR-23-01
- External ID: WRS138625
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will ... More Info
Rebroadcast
The Accounting Leaders’ Survival Guide – Strategies for Managing Organizational Change
- Online
- Event Code: MOST-2026-01-WEBNR-23-01
- External ID: WRS138925
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less, and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This ... More Info
Rebroadcast
Unconscious Bias for Managers, Supervisors, and Executives
- Online
- Event Code: BCFS-2026-01-WEBNR-23-01
- External ID: WRS185925
- 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
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-57198
- External ID: WRX310525
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-53496
- External ID: WRX310425
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both inside and outside basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: TSA2-2026-01-WEBNR-23-01
- External ID: WRS139025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Whether you’re heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and ... More Info
Rebroadcast
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: EKEKITA2-58285
- External ID: WRX310725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial ... More Info
Rebroadcast
Microsoft Teams – Everything You Need to Know from A to Z
- Online
- Event Code: HAJHMAZ4-59610
- External ID: WRX310625
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a must attend course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We ... More Info
Rebroadcast
Review and Analysis of Crucial OBBBA Changes
- Online
- Event Code: COB2-2026-01-WEBNR-23-01
- External ID: WRS186025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Rebroadcast
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
- Online
- Event Code: IRQ2-2026-01-WEBNR-23-01
- External ID: WRS139125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and ... More Info
Rebroadcast
2025 Yellow Book Update
- Online
- Event Code: GA25YBU2-55061
- External ID: WRX310825
- 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
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-61302
- External ID: WRX509825
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, ... More Info