Rebroadcast
ChatGPT Vision: How Accountants can Chat with Imagery
- Online
- Event Code: WRX65325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: 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
Learning to Teach Tax as a Second Language
- Online
- Event Code: WRX65425
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: WE001325
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
*This course is free for NCACPA members* North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a ... More Info
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: WRX65525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
Critical Issues Involving Taxation of Construction Contractors
- Online
- Event Code: WRS25025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. This industry is subject to many elections and considerations to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We ... More Info
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: WRX65625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical muscle is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info
Rebroadcast
Government and Nonprofit Frauds and Controls to Stop Them
- Online
- Event Code: WRS25125
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
George Washington once wrote, “We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience.” The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In ... More Info
Rebroadcast
AI FAQs for Accountants
- Online
- Event Code: WRX65925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of artificial intelligence and its transformative impact on the accounting profession. As we move into 2025, AI technologies are reshaping traditional accounting tasks while creating new opportunities for strategic advisory services. Participants will explore how AI differs from traditional software, understand various AI applications ... More Info
Rebroadcast
Build a Data Model for Analysis in Power BI
- Online
- Event Code: WRX65825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel’s Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. ... More Info
Rebroadcast
Stock vs. Asset Acquisitions of C Corporations
- Online
- Event Code: WRS25225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation’s ongoing business. In a stock acquisition, the buyer purchases the stock of the ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: WRX66025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
2024 PCAOB and SEC Update
- Online
- Event Code: WRX66125
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Accounting, Auditing
It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: WRX66225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as ... More Info
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: WRX66325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners tax basis capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: WRX66425
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: 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
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WRX66525
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: WRX66625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Construction Contractors: Accounting and Financial Reporting Issues
- Online
- Event Code: WRS25525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting
Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting ... More Info
Rebroadcast
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
- Online
- Event Code: WRX66725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
In an era when sharing a photo of lunch can be considered an update, the ethical standards that define the CPA profession are not always as intuitive as they once were. Our expert helps you navigate this new realm by using real-world examples to help illustrate the dos and don’ts ... More Info
Rebroadcast
Long-Term Care Insurance: Make the Switch
- Online
- Event Code: WRX66825
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Specialized Knowledge
How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients’ motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids. This event may be a rebroadcast of ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX67025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts ... More Info
Rebroadcast
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: WRS25825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Surgent’s Weekly Expert Hour
- Online
- Event Code: WRS25725
- CPE Credits: 1
- Legacy Level:Update
- Fields of Study: Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: WRX67125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Artificial Intelligence for Accounting and Finance Professionals
- Online
- Event Code: WRS25925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy ... More Info