Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-56933
- External ID: WRX436625
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - 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
The Ethical Management of Conflict
- Online
- Event Code: GLRGEMC2-55162
- External ID: WRX436725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, ... More Info
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-61275
- External ID: WRX533525
- CPE Credits: 2
- Legacy Level: Intermediate
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional ... More Info
Rebroadcast
Beyond the Numbers: Success Strategies for Female CPAs
- Online
- Event Code: WBTWBNS2-57333
- External ID: WRX436825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you’ve demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of ... More Info
Rebroadcast
AI Revolution: The Big Picture for CPAs
- Online
- Event Code: HAJHAIR2-55926
- External ID: WRX437025
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - 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
Disrupt to Dominate: Mastering Change Leadership
- Online
- Event Code: TDTDDTD4-59865
- External ID: WRX436925
- 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
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-53170
- External ID: WRX437125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-61043
- External ID: WRX533725
- 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
Project Management: Tips, Tricks, and Traps
- Online
- Event Code: PMT4-2026-01-WEBNR-96-01
- External ID: WRS220825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Management Services
Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course ... More Info
Rebroadcast
Coping With the Growth of Online Fraud
- Online
- Event Code: TAKECGF4-57052
- External ID: WRX437225
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is ... More Info
Rebroadcast
Data Security: Best Practices to Protect Your Business and Yourself
- Online
- Event Code: DTS1-2026-01-WEBNR-96-01
- External ID: WRS220925
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered ... More Info
Rebroadcast
Introduction to Charitable Gifting for Individual Taxpayers
- Online
- Event Code: CGI2-2026-01-WEBNR-96-01
- External ID: WRS221025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that ... More Info
Rebroadcast
Hot Topics Accounting Update
- Online
- Event Code: ESJLHTU2-53295
- External ID: WRX437325
- 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
AI Privacy, Security, and Compliance Masterclass
- Online
- Event Code: GWGWAPS2-58645
- External ID: WRX437425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
In today’s rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate ... More Info
Rebroadcast
Get started with Power BI
- Online
- Event Code: DPBSGSP2-58100
- External ID: WRX437525
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, Get Started with Power BI. This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel’s Power ... More Info
Rebroadcast
Exploring the New Lease Accounting Standard
- Online
- Event Code: CHCHENL2-53188
- External ID: WRX437625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
It’s a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
How to Double Your Firm’s Revenue Through CFO and Advisory
- Online
- Event Code: CPALDFR1-58087
- External ID: WRX437725
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
In this webinar, accountants will discover how to double their firm’s revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant’s Trap. It’s where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt ... More Info
Rebroadcast
2025 Annual Update for Accountants & Auditors
- Online
- Event Code: GA25AUA8-54733
- External ID: WRX437925
- CPE Credits: 8
- Legacy Level: Update
- Yellowbook
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We’ll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB’s Invitation to Comment: Agenda Consultation. We’ll also review year ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-60871
- External ID: WRX533925
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and ... More Info
Rebroadcast
Coaching Skills for Managers and Supervisors
- Online
- Event Code: CKMS-2026-01-WEBNR-97-01
- External ID: WRS221125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Personnel/Human Resources
This one-day course will teach effective skills for coaching and training employees. You’ll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you’ll learn a five-step approach for ... More Info
Rebroadcast
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: AMAMDCA2-53046
- External ID: WRX437825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value ... More Info
Rebroadcast
Long-Term Care Insurance: Make the Switch
- Online
- Event Code: MIKAMTS1-56588
- External ID: WRX438025
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Coaching the Next Generation of CPAs
- Online
- Event Code: ESJLCNG2-58225
- External ID: WRX438225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personnel/Human Resources
Attracting and retaining staff is critical to an organization’s success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-57194
- External ID: WRX534025
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
- Online
- Event Code: BAC2-2026-01-WEBNR-97-01
- External ID: WRS221225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants ... More Info