Rebroadcast
Create Paginated Reports with Power BI Report Builder
- Online
- Event Code: DPBSCPR2-53805
- External ID: WRX468725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Elevate your data reporting skills to new heights with our cutting-edge course, Create Paginated Reports with Power BI Report Builder. This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who ... More Info
Rebroadcast
Where To Live in Retirement
- Online
- Event Code: WTR2-2026-01-WEBNR-114-01
- External ID: WRS228925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most ... More Info
Rebroadcast
Microsoft Outlook Must Know Email Tips
- Online
- Event Code: HAJHMOT2-56108
- External ID: WRX468825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though ... More Info
Rebroadcast
CFO Series: Internal Controls That Matter: Smart Practices
- Online
- Event Code: KIRBICM2-60845
- External ID: WRX540525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Internal controls don’t have to be complicated, but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and ... More Info
Rebroadcast
Coping With the Growth of Online Fraud
- Online
- Event Code: TAKECGF4-59871
- External ID: WRX469025
- 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
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-60834
- External ID: WRX540425
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-52287
- External ID: WRX468925
- 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
Creating an Ethical Work Environment
- Online
- Event Code: GLRGCEW2-55134
- External ID: WRX469125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-59417
- External ID: WRX469325
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you’re a seasoned professional or new to data analysis, this course provides an in-depth understanding ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-57880
- External ID: WRX469225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info
Rebroadcast
The Accountant as the Expert Witness
- Online
- Event Code: TAEW-2026-01-WEBNR-114-01
- External ID: WRS229025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn ... More Info
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-58402
- External ID: WRX469425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Ethics and Technology for CPAs
- Online
- Event Code: PAAHCPA2-56877
- External ID: WRX469625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems, and whether they create a need for CPAs to adjust their skill sets to address ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-61039
- External ID: WRX540725
- 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
Power BI – Bringing It All Together for Data Analysis
- Online
- Event Code: DPBSPBB2-53849
- External ID: WRX469525
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - Computer Software & Applications
Power BI – Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data ... More Info
Rebroadcast
Successfully Completing an Estate Tax Return — Form 706
- Online
- Event Code: F706-2026-01-WEBNR-114-01
- External ID: WRS229125
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - Taxes
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you ... More Info
Rebroadcast
Tax Research
- Online
- Event Code: TXR2-2026-01-WEBNR-114-01
- External ID: WRS229225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-58479
- External ID: WRX469725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client’s transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of ... More Info
Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-56163
- External ID: WRX469825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of ... More Info
Rebroadcast
Tax Loss Limitations Imposed on Individuals and Pass-through Entities
- Online
- Event Code: TLL3-2026-01-WEBNR-114-01
- External ID: WRS229325
- CPE Credits: 3
- Legacy Level: Basic
- 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
Best Non-Google Search Tools for Accountants
- Online
- Event Code: GWBNGST2-55447
- External ID: WRX469925
- 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
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: AMAMDCA2-53047
- External ID: WRX470025
- 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
Installment sales: Maximize Tax Benefits and Stay Compliant
- Online
- Event Code: FTSDISH1-53500
- External ID: WRX470125
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
1040 Tax Prep Automation with AI Tools
- Online
- Event Code: HAJHTPA2-55310
- External ID: WRX470225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-55385
- External ID: WRX470325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info