Rebroadcast
Tax Update: H.R. 1 One Big Beautiful Bill & Form 1040
- Online
- Event Code: HIMHOBB2-60935
- External ID: WRX537325
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
This course provides a focused analysis of the individual and small business provisions in H.R.1, One Big Beautiful Bill. Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation – designed to inform planning strategies and compliance for ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-53743
- External ID: WRX456525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI’s powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-56269
- External ID: WRX456625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, ... More Info
Rebroadcast
Tech It to the Next Level: Slim Your Team for Max Efficiency
- Online
- Event Code: GVSFTIN1-55394
- External ID: WRX456725
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving ... More Info
Rebroadcast
Building Security and Efficiency With Internal Control
- Online
- Event Code: TAKEEIC8-57097
- External ID: WRX456825
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control ... More Info
Rebroadcast
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: HAJHCGT2-55923
- External ID: WRX457025
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Don’t look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ... More Info
Rebroadcast
Comprehensive Accounting and Financial Reporting Update
- Online
- Event Code: PAAHFRU4-56664
- External ID: WRX456925
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-61524
- External ID: WRX537525
- 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
Rebroadcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
- Online
- Event Code: ACE3-2026-01-WEBNR-107-01
- External ID: WRS225625
- CPE Credits: 3
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and ... More Info
Rebroadcast
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: GWTIGTA2-55803
- External ID: WRX457125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections ... More Info
Rebroadcast
Business Tax Update: Recent Developments
- Online
- Event Code: FTWBURD2-59492
- External ID: WRX457325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest 2024/25 tax developments impacting business 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
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: TSA2-2026-01-WEBNR-107-01
- External ID: WRS225725
- 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
Ethics at Work: Diversity, Equity and Inclusion
- Online
- Event Code: GLRGDEI2-52302
- External ID: WRX457225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being. Robbie offers findings on strategies that work to improve DEI ... More Info
Rebroadcast
PPP Fraud and Financial Professionals
- Online
- Event Code: CMJPPFP2-53256
- External ID: WRX457425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey’s company employed more than 100 people and generated more than $20 million in annual ... More Info
Rebroadcast
2025 Single Audit Update
- Online
- Event Code: GA25SAU2-55046
- External ID: WRX457525
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
CFO Series: Storytelling Your Financials for Impact
- Online
- Event Code: KIRMSYF2-60856
- External ID: WRX537725
- CPE Credits: 2
- Legacy Level: Intermediate
Data alone doesn’t drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we’ll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: DPBSPDM4-59447
- External ID: WRX457625
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of your data with our specialized course, Create Measures in Power BI that Define Your Metrics. Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You’ll embark ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: ESJLPEC2-54336
- External ID: WRX457725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: NCSIRSP4-59747
- External ID: WRX457925
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
Taking Advantage of Array Formulas in Excel
- Online
- Event Code: DPBSTAA2-57954
- External ID: WRX457825
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: GLRGTET2-55392
- External ID: WRX458025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
No one cares how much you know until they know how much you care. To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn’t get better than that! ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-60876
- External ID: WRX537925
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and ... More Info
Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-56019
- External ID: WRX537825
- 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. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Review and Analysis of Crucial OBBBA Changes
- Online
- Event Code: COB2-2026-01-WEBNR-107-01
- External ID: WRS225825
- 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
Guide Strategy, Attract Investments with Financial Forecasts
- Online
- Event Code: EKEKGSA2-57967
- External ID: WRX458325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Financial statement forecasting is essential for predicting a company’s future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. – Forecasting Process: This involves projecting future income, ... More Info