Event Search
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69850
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: HAJHSDU2-68300
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login ... More Info
Rebroadcast
Elder Fraud
- Online
- Event Code: EFR2-2027-01-WEBNR-74-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge
When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity ... More Info
Rebroadcast
Hot Topics Accounting Update – 2026
- Online
- Event Code: ES27HTU2-71973
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
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
Managing Current Fraud Trends in a Shifting Environment
- Online
- Event Code: ESJLMCF8-64882
- 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
Yellow Book Independence and Single Audit Fundamentals
- Online
- Event Code: PAABYBI4-70725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - 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
Introduction to Risk Assessment
- Online
- Event Code: GAJVIRA2-72770
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements.nnParticipants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, and ... More Info
Rebroadcast
Mastering SSARS: From Compilation to Preparation Engagements
- Online
- Event Code: HDCHMSS4-74160
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course explores provisions of Statements on Standards for Accounting and Review Engagements (SSARS) that govern review, compilation, and preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities, and apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying ... More Info
Rebroadcast
Monthly Federal Tax Updates – March 2027
- Online
- Event Code: AMAM0327-71121
- 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
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66560
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-73428
- CPE Credits: 1
- Legacy Level: Basic
- 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
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69129
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
AI & Accounting in Manufacturing
- Online
- Event Code: GWAIAIM2-66867
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI ... More Info
Rebroadcast
Tax and Advisory with Agentic AI
- Online
- Event Code: TAA2-2027-01-WEBNR-74-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72572
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also ... More Info
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-70753
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
If you or your clients are facing that stage of life where careers are passing into the background, and a new “to be determined” life is emerging, then you are entering what is called “retirement”. Some people are excited, some are scared, and most are both. There are many issues ... More Info
Rebroadcast
What’s Going on at the GASB (2026/27)
- Online
- Event Code: GA27GSB2-74729
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental)
This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board (GASB). Coverage includes GASB Statement No. 103 (financial reporting model), GASB Statement No. 104 (disclosures for capital assets), and GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68713
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of ‘Reasonable Compensation for S Corp’s out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71513
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs’ groundbreaking research report “The Future of the Audit: Building Relevance and Sustaining Quality,” provides auditors with essential insights and ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65251
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor’s assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event ... More Info
Rebroadcast
Understanding Non-Compete Agreements
- Online
- Event Code: UNCA-2027-01-WEBNR-74-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC’s proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain ... More Info
Rebroadcast
Ethics, Spirituality, Love and Belonging in the Workplace
- Online
- Event Code: GLRGSSLB2-73031
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love, and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70672
- 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
AICPA Quality Management Standards: A Focus on Year Two
- Online
- Event Code: AQM2-2027-01-WEBNR-74-01
- CPE Credits: 2
- Fields of Study: CPE - Auditing
Firms should have implemented the Quality Management Standards (SQMS 1-3) by December 15, 2025. The engagement level standards, SAS 146, SSARS 26, and SSAE 23 are effective for engagements with periods beginning on or after December 15, 2025. Firms are also required to evaluate their system of quality management (SQM) ... More Info
Rebroadcast
Disrupt to Dominate: Mastering Change Leadership
- Online
- Event Code: TDTDDTD4-69013
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you’re a seasoned CEO, ... More Info