Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: WRX63525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
GPT Builder for Accountants
- Online
- Event Code: WRX63625
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of using ChatGPT’s GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications. ... More Info
Rebroadcast
Proven Controls to Steer You Clear of Fraud
- Online
- Event Code: WRS24125
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.
Rebroadcast
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: WRX63725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
- Yellowbook
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. This event may be ... More Info
Rebroadcast
Ins and Outs of Health Savings Accounts
- Online
- Event Code: WRS24325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Health savings accounts (HSAs) are an effective way for employers to provide employees with financial help so they can pay their out-of-pocket medical expenses in a tax-efficient manner. Individuals who are not participating in an employer-funded HSA may set up their own HSA to achieve the same ends. Clients often ... More Info
Live Webcast
Integrating ChatGPT Into Your Client Advisory Services (CAS)
- Online
- Event Code: WL001325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge
- CLE
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ... More Info
Rebroadcast
Six Common Barriers to Investment Success
- Online
- Event Code: WRS24425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Economics
Many of us expect to use logic when it comes to how we allocate our investments. The adage of “buy low, sell high” is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: WRX63825
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: 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
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: WRX63925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: WRX64125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Current Nonprofit Fraud Trends
- Online
- Event Code: WRX64025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing (Governmental)
- Yellowbook
Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide ... More Info
Rebroadcast
2025 A&A Update With Technology Implementation
- Online
- Event Code: WRX64325
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting, Auditing
Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We’ll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF’s 2024 PCC Review and an overview of FASB’s Invitation to Comment – ... More Info
Rebroadcast
Forgotten Managerial Accounting Tools for CPAs
- Online
- Event Code: WRX64225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: WRX64425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
- Online
- Event Code: WRX64525
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Behavioral Ethics
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly ... More Info
Rebroadcast
Fundamentals of Public Charity Taxation and Form 990
- Online
- Event Code: WRS24525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 ... More Info
Rebroadcast
Take Command of your Time
- Online
- Event Code: WRX64625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer ... More Info
Rebroadcast
Yellow Book Independence and Single Audit Fundamentals
- Online
- Event Code: WRX64725
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing (Governmental)
- Yellowbook
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related ... More Info
Rebroadcast
AI Revolution: The Big Picture for CPAs
- Online
- Event Code: WRX64825
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge
Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your ... More Info
Rebroadcast
Applying the Yellow Book to a Financial Statement Audit
- Online
- Event Code: WRS24625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing (Governmental)
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: WRX64925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like Big Data and Information Overload, are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more ... More Info
Rebroadcast
Nuts & Bolts of Cryptocurrency Taxation
- Online
- Event Code: WRS24825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Cryptocurrency is heading mainstream. According to a recent study conducted by New York Digital Investment Group, there are 46 million bitcoin holders in the US, and institutions have also shown increased interest in this space. The rising popularity of cryptocurrency and the inclusion of the virtual currency question on the ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: WRX65025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Basic Individual Taxation Course
- Online
- Event Code: WRX65125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
The Ethics of Care in the Workplace
- Online
- Event Code: WRX65225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info