Rebroadcast
CFO Series: Storytelling Your Financials for Impact
- Online
- Event Code: KIRMSYF2-60856
- External ID: WRX537725
- CPE Credits: 2
- Legacy Level: Intermediate
Data alone doesn’t drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we’ll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: DPBSPDM4-59447
- External ID: WRX457625
- 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
Professional Ethical Considerations for CPAs
- Online
- Event Code: ESJLPEC2-54336
- External ID: WRX457725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: NCSIRSP4-59747
- External ID: WRX457925
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
Taking Advantage of Array Formulas in Excel
- Online
- Event Code: DPBSTAA2-57954
- External ID: WRX457825
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: GLRGTET2-55392
- External ID: WRX458025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
No one cares how much you know until they know how much you care. To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn’t get better than that! ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-60876
- External ID: WRX537925
- 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
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-56019
- External ID: WRX537825
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Review and Analysis of Crucial OBBBA Changes
- Online
- Event Code: COB2-2026-01-WEBNR-107-01
- External ID: WRS225825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Rebroadcast
Guide Strategy, Attract Investments with Financial Forecasts
- Online
- Event Code: EKEKGSA2-57967
- External ID: WRX458325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Financial statement forecasting is essential for predicting a company’s future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. – Forecasting Process: This involves projecting future income, ... More Info
Rebroadcast
Exploring Business Valuation Fundamentals
- Online
- Event Code: BVF2-2026-01-WEBNR-107-01
- External ID: WRS225925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up ... More Info
Rebroadcast
Navigating IRS Collections: Overview of Form 433 & OIC
- Online
- Event Code: HIMHOIC2-56291
- External ID: WRX458425
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-52079
- External ID: WRX458525
- 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-58918
- External ID: WRX458625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does helping my child ... More Info
Rebroadcast
System and Organization Controls (SOC) Engagements
- Online
- Event Code: SOC2-2026-01-WEBNR-107-01
- External ID: WRS226025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
In today’s interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1®, SOC 2®, and SOC 3®) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-58124
- External ID: WRX458725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
- Online
- Event Code: GWICIKW2-55906
- External ID: WRX458825
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-52327
- External ID: WRX458925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove reasonable cause. This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your ... More Info
Rebroadcast
How to Start a CFO Service
- Online
- Event Code: CPALCFO1-53465
- External ID: WRX459025
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Accounting for and Auditing Cryptocurrency & Digital Assets
- Online
- Event Code: ESJLAAC2-54214
- External ID: WRX459125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
Ethical Considerations for CPAs
- Online
- Event Code: ECCP-2026-01-WEBNR-110-01
- External ID: WRS226225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Regulatory Ethics
As accounting firms’ non-attest offerings to their attest clients become more diversified, such engagements increase firms’ exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules ... More Info
Rebroadcast
Individual Tax Update: Recent Developments
- Online
- Event Code: FTWIURD2-59348
- External ID: WRX459325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Integrity, Objectivity and Judgment: Values in Action
- Online
- Event Code: AMAMIOJ1-57608
- External ID: WRX459225
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of ... More Info
Rebroadcast
Perplexing Financial and Economic Issues for the CFO/Controller
- Online
- Event Code: FECC-2026-01-WEBNR-110-01
- External ID: WRS226125
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
For CFOs and Controllers, the emergence of regulatory, fiscal, and monetary policy directly impacting their organizations’ costs, competitiveness, and financing options, are causing them to understand the effect of shocks well outside of their control. The Dodd-Frank Act, health care reform, shortfalls in Social Security, unfunded pension liabilities, and deficit ... More Info
Rebroadcast
Walter Haig’s AICPA Auditing Standards Update
- Online
- Event Code: WHAICPA8-57329
- External ID: WRX459425
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This course will enable practitioners to understand and apply the AICPA clarification auditing standards to audits of Small- and Medium-Sized Entities (SMEs). Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable ... More Info