Rebroadcast
Unlocking Deep Secrets: Case Studies in Financial Analysis
- Online
- Event Code: WRX467625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Finance
Unlock the secrets to understanding a company’s financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. – Vertical Analysis: Learn how to express each line item ... More Info
Rebroadcast
Hot Topics Audit & Attest Update
- Online
- Event Code: WRX467725
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: 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
Managing Up the Ladder
- Online
- Event Code: WRS228725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
It’s not about top-down management anymore — things have changed. For organizations to be successful today, everyone needs to contribute. Our success depends not just on how you manage those who report to you but also on those to whom you report. The world is too complex now for any ... More Info
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: WRX540025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting, Auditing
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
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: WRX541925
Coming soon
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: WRX542025
Coming soon
Rebroadcast
ChatGPT for Accountants: 50+ Use Cases
- Online
- Event Code: WRX467825
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
2025 AICPA Regulatory Ethics Update
- Online
- Event Code: WRX467925
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Regulatory Ethics
The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. ... More Info
Rebroadcast
2025 AICPA Regulatory Ethics Update
- Online
- Event Code: WRX540225
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Regulatory Ethics
The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. ... More Info
Rebroadcast
How to Double Your Firm’s Revenue Through CFO and Advisory
- Online
- Event Code: WRX468025
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: 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
Advanced Cybersecurity – Beyond the Basics
- Online
- Event Code: WRX468125
- CPE Credits: 4
- Legacy Level:Advanced
- Fields of Study: Information Technology, Specialized Knowledge
A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
How to Audit Cash
- Online
- Event Code: WRX468225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
Management Fundamentals
- Online
- Event Code: WRS228825
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company’s first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Rebroadcast
Walter Haig’s Business Financial Health Checkup
- Online
- Event Code: WRX540325
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a ... More Info
Rebroadcast
Walter Haig’s Business Financial Health Checkup
- Online
- Event Code: WRX468325
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a ... More Info
Rebroadcast
AI Privacy, Security, and Compliance Masterclass
- Online
- Event Code: WRX468625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: WRX468525
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: 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
Create Paginated Reports with Power BI Report Builder
- Online
- Event Code: WRX468725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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: WRS228925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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: WRX468825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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: WRX540525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: 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
CFO Series: Internal Controls That Matter: Smart Practices
- Online
- Event Code: WRX542225
Coming soon
Rebroadcast
Coping With the Growth of Online Fraud
- Online
- Event Code: WRX469025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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: WRX540425
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: 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