Rebroadcast
Hot Topics Accounting Update
- Online
- Event Code: ESJLHTU2-54381
- External ID: WRX335425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-51787
- External ID: WRX335325
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term artificial intelligence (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing ... More Info
Rebroadcast
Introduction to Required Minimum Distributions
- Online
- Event Code: RMD2-2026-01-WEBNR-37-01
- External ID: WRS193625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer ... More Info
Rebroadcast
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: DPBSISB2-53732
- External ID: WRX335525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ... More Info
Rebroadcast
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
- Online
- Event Code: MIASECS2-56364
- External ID: WRX335625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-57488
- External ID: WRX335725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Generative AI Strategy for Accountants
- Online
- Event Code: GWGAISA2-58544
- External ID: WRX335825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-56997
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: My S Corp client didn’t take reasonable compensation last year. Now what? Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with ... More Info
Rebroadcast
Getting Ready for Busy Season: Review Individual Tax Form Changes
- Online
- Event Code: ITFC-2026-01-WEBNR-39-01
- External ID: WRS193725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Getting ready for busy season involves not only knowing the tax rules for 2025, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2025 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, ... More Info
Rebroadcast
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-55992
- External ID: WRX336125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and ... More Info
Rebroadcast
Comprehensive Accounting and Financial Reporting Update
- Online
- Event Code: PAAHFRU4-56869
- External ID: WRX336325
- 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
Financial & Tax Accounting for S Corporations & Partnerships
- Online
- Event Code: FTWFSCP8-54834
- External ID: WRX336225
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Tech It to the Next Level: Slim Your Team for Max Efficiency
- Online
- Event Code: GVSFTIN1-55404
- External ID: WRX336025
- 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
Advanced ChatGPT for Accountants
- Online
- Event Code: GWGWACG2-55567
- External ID: WRX336425
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course concisely explains the latest see, hear, speak multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ... More Info
Rebroadcast
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- Online
- Event Code: PEDPSBM4-59560
- External ID: WRX336525
- 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
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WSKT-2026-01-WEBNR-40-01
- External ID: WRS193925
- 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
Ethics and Civility in the Workplace
- Online
- Event Code: GLRGETH2-55257
- External ID: WRX336725
- 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
Features and Benefits of SEP IRAs and SIMPLE IRAs
- Online
- Event Code: BSS2-2026-01-WEBNR-40-01
- External ID: WRS194025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
A challenge for many small business owners is choosing the ‘right’ type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to ... More Info
Rebroadcast
Forms 7217 and 7203
- Online
- Event Code: F722-2026-01-WEBNR-40-01
- External ID: WRS193825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any ... More Info
Rebroadcast
Going Out on Your Own: Entity Types and Accounting Methods
- Online
- Event Code: TAM2-2026-01-WEBNR-40-01
- External ID: WRS194125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you…. ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-53690
- External ID: WRX336625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, Leverage PowerBI.com to Create Data Analysis for Others. This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst, business intelligence professional, or someone keen on mastering ... More Info
Rebroadcast
2024 PCAOB and SEC Update
- Online
- Event Code: ES24PCA2-58353
- External ID: WRX336825
- CPE Credits: 2
- Legacy Level: Overview
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
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-61038
- External ID: WRX514325
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Monthly Federal Tax Updates – February 2026
- Online
- Event Code: AMAM0226-52873
- External ID: WRX336925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
2025 A&A Update With Technology Implementation
- Online
- Event Code: GA25AUU4-59501
- External ID: WRX337025
- CPE Credits: 4
- Legacy Level: Update
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