Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: GWAIAIR2-60839
- External ID: WRX535225
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, ... More Info
Rebroadcast
Google Gemini AI for Accountants
- Online
- Event Code: GWGWGAI2-55655
- External ID: WRX444925
- 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
Avoiding the Most Misapplied Audit Concepts
- Online
- Event Code: ESJLAMM8-58347
- External ID: WRX445025
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Establishing State Residency and Saving Your Clients Money
- Online
- Event Code: DOMR-2026-01-WEBNR-100-01
- External ID: WRS222625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients ... More Info
Rebroadcast
Ethics and Civility in the Workplace
- Online
- Event Code: GLRGETH2-55383
- External ID: WRX445125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit. This webinar, based on ethical principles and values, is designed to look at ... More Info
Rebroadcast
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-57324
- External ID: WRX445225
- 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
CFO Series: Diversification: Risky or Risk Averse Strategy?
- Online
- Event Code: KIBMDRR2-60953
- External ID: WRX535425
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Some believe that diversification is a proven method to reduce risk, but – does diversification actually increase risk? The intention for diversification is critical. Most organizations misuse diversification and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One ... More Info
Rebroadcast
Create Visuals in Power BI to Successfully Analyze Data
- Online
- Event Code: DPBSCVD4-59445
- External ID: WRX445325
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of your data with our cutting-edge course, Create Visuals in Power BI to Successfully Analyze Data. Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. ... More Info
Rebroadcast
Marijuana: A Generalized Business Viewpoint
- Online
- Event Code: MRJN-2026-01-WEBNR-100-01
- External ID: WRS222825
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-56302
- External ID: WRX445425
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-60397
- External ID: WRX445525
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
Rebroadcast
A Working Parent’s Guide to Prioritizing Mental Wellness
- Online
- Event Code: DPASWPG2-53633
- External ID: WRX445625
- 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
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-59723
- External ID: WRX445725
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-57683
- External ID: WRX445825
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-61502
- External ID: WRX535525
- 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
Rebroadcast
SECURE Act 2.0 and Updates (2025)
- Online
- Event Code: AMAMSAU2-53061
- External ID: WRX445925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider ... More Info
Rebroadcast
Tax Research – Intermediate Concepts
- Online
- Event Code: TRS2-2026-01-WEBNR-100-01
- External ID: WRS222925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing ... More Info
Rebroadcast
ChatGPT for Accountants: 50+ Use Cases
- Online
- Event Code: GWGWGPT2-58542
- External ID: WRX446025
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Introduction to Forensic Accounting
- Online
- Event Code: ITFA-2026-01-WEBNR-100-01
- External ID: WRS223025
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical ... More Info
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: PEDPBTU4-56798
- External ID: WRX446225
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
Bumper Sticker Ethics v. Professional Ethics
- Online
- Event Code: MIASEPE1-56365
- External ID: WRX446125
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these bumper sticker sayings provide helpful ethical guidelines. For accountants, however, ethics — and especially, professional ethics — can quickly turn into ... More Info
Rebroadcast
The Risks and Benefits of ChatGPT and Artificial Intelligence
- Online
- Event Code: CHT2-2026-01-WEBNR-100-01
- External ID: WRS223225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how ... More Info
Rebroadcast
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
- Online
- Event Code: PRSLRRE2-56983
- External ID: WRX446325
- CPE Credits: 2
- Legacy Level: Basic
Today’s savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for ... More Info
Rebroadcast
The Ethic of Self-Esteem For Women
- Online
- Event Code: GLRGESW2-58500
- External ID: WRX446425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation ... More Info
Rebroadcast
Todd and Julie Chrisley Go to Prison
- Online
- Event Code: CMJPTJC2-53257
- External ID: WRX446525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley’s accountant, Peter ... More Info