Rebroadcast
Comprehensive Audit & SSARS Update
- Online
- Event Code: PAAHCAS4-56644
- External ID: WRX354425
- CPE Credits: 4
- Legacy Level: Overview
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-59705
- External ID: WRX354725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-56483
- External ID: WRX354525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will ... More Info
Rebroadcast
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
- Online
- Event Code: EKEKSEC2-58298
- External ID: WRX354625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today’s financial landscape. Through real-world case studies, participants will examine common ... More Info
Rebroadcast
Tax Loss Limitations Imposed on Individuals and Pass-through Entities
- Online
- Event Code: TLL3-2026-01-WEBNR-48-01
- Fields of Study: CPE - Taxes
Accounting and finance professionals advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that accounting and finance professionals must know in order to advise their individual and pass-through entity ... More Info
Rebroadcast
Time Management for Professionals
- Online
- Event Code: TMP2-2026-01-WEBNR-48-01
- Fields of Study: CPE - Personal Development
The phrase “time management” is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who “manage” or budget their time wisely often are more productive, less stressed, ... More Info
Rebroadcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
- Online
- Event Code: TAC2-2026-01-WEBNR-48-01
- Fields of Study: CPE - Taxes
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss ... More Info
Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: GWAIAIR2-61007
- External ID: WRX516625
- 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
Hot Topics Audit & Attest Update
- Online
- Event Code: ESJLHTA2-54264
- External ID: WRX354825
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Auditing
- Yellowbook
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Using e-Signature Software to Process Agreements-Updated
- Online
- Event Code: HAJHUEF2-58844
- External ID: WRX354925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many low hanging fruit initiatives that are relatively easy and inexpensive to deploy. E-signature software is ... More Info
Rebroadcast
Advanced Excel: Hidden Secrets and Gems
- Online
- Event Code: CHCHAEH2-57639
- External ID: WRX355025
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - Computer Software & Applications
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. This event may be a ... More Info
Rebroadcast
Best Non-Google Search Tools for Accountants
- Online
- Event Code: GWBNGST2-55468
- External ID: WRX355125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can ... More Info
Rebroadcast
Tactics to Find Work Life Balance in a Complex World
- Online
- Event Code: CBRSWLB1-57618
- External ID: WRX355225
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live ... More Info
Rebroadcast
WE003225: NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
- Online
- Event Code: WE003225
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and ... More Info
Rebroadcast
Accounting of the Soul: Making the World a Better Place
- Online
- Event Code: GLRGASP1-52588
- External ID: WRX355325
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle’s virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually ... More Info
Rebroadcast
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: CRAU-2026-01-WEBNR-49-01
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
- Online
- Event Code: HCR4-2026-01-WEBNR-49-01
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
Rebroadcast
Finding Errors in Excel Spreadsheets
- Online
- Event Code: DPBSFEE2-61099
- External ID: WRX516725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-57810
- External ID: WRX355425
- 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
Managing Current Fraud Trends in a Shifting Environment
- Online
- Event Code: ESJLMCF8-54321
- External ID: WRX355525
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
- Yellowbook
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: DPBSPDM4-59442
- External ID: WRX355725
- 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
Understanding the New Forms K-2 and K-3
- Online
- Event Code: AMAMNFK2-53053
- External ID: WRX355625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners’ income, deductions, and credits from ... More Info
Rebroadcast
Clean, Transform & Load Data in Power BI
- Online
- Event Code: DPBSTLD2-57932
- External ID: WRX356025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a ... More Info
Rebroadcast
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: TSA2-2026-01-WEBNR-49-01
- 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
Finance and Innovation: Reinvent Your Organization and Dept.
- Online
- Event Code: KIDMFAI8-60872
- External ID: WRX516825
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Business Management & Organization
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, ... More Info