Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: WRX186025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua’s ... More Info
Rebroadcast
Beyond the Numbers: Success Strategies for Female CPAs
- Online
- Event Code: WRX186225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Corporate Transparency Act Developments
- Online
- Event Code: WRX186125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: WRX186325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
How to Audit Expenses & Payables
- Online
- Event Code: WRX186425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various ... More Info
Rebroadcast
Ethics at Work: Diversity, Equity and Inclusion
- Online
- Event Code: WRX186525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being. Robbie offers findings on strategies that work to improve DEI ... More Info
Rebroadcast
Tax Season Update for Individuals with Steve Dilley
- Online
- Event Code: WRX186625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Live Webcast
Thriving with Less IRS: Smart Self-Help Strategies for Tax Pros
- Online
- Event Code: WL008225
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
- Enrolled Agent
The IRS continues to face significant staffing reductions, leaving tax professionals and taxpayers to rely increasingly on self-help tools and digital services. This session explores practical ways to navigate IRS resource constraints by leveraging online accounts, secure communication platforms, and other technology-driven solutions. Participants will gain strategies to streamline compliance, ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: WRX186725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: WRX186825
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: WRS79725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Whether you’re heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and ... More Info
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: WRX187025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting, Auditing
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: WRX186925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
Top Individual Tax Planning Strategies
- Online
- Event Code: WRS79625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Individual tax planning strategies for 2025 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize ... More Info
Rebroadcast
AI Privacy, Security, and Compliance Masterclass
- Online
- Event Code: WRX187125
- 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
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
- Online
- Event Code: WRS80025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: WRX187325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
International Tax Challenges and Opportunities for U.S. Filers
- Online
- Event Code: WRS80125
- CPE Credits: 3
- Legacy Level:Basic
- Fields of Study: Taxes
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented ... More Info
Rebroadcast
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
- Online
- Event Code: WRS79925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial ... More Info
Rebroadcast
Real Estate for Accounting and Finance Professionals
- Online
- Event Code: WRS80225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it’s mastering Schedule E or understanding Congress’ intent behind tax laws, ... More Info
Rebroadcast
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: WRX187425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: WRX187625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: WRX187525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: WRX187725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: WRX187825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info