Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: WRX465325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: WRX465525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
- Yellowbook
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment
- Online
- Event Code: WRS227825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
Workplace harassment — especially sexual harassment — has dominated headlines in the last several years. With discussions of workplace harassment in the news, employees better understand their rights and feel more empowered to speak out, and the standard of appropriate workplace conduct is changing. With workplace harassment claims continuing to ... More Info
Rebroadcast
Generative AI Strategy for Accountants
- Online
- Event Code: WRX465625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, ... More Info
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: WRX465725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Personal Development
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This ... More Info
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: WRX539325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Personal Development
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This ... More Info
Rebroadcast
Side-Hustle CFO
- Online
- Event Code: WRX465825
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses! Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your ... More Info
Rebroadcast
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
- Online
- Event Code: WRS228025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing
With the AICPA’s heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor’s overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: WRX539525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: WRX541425
Coming soon
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: WRX541525
Coming soon
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: WRX466025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
Tax Update for Client Advisory Services
- Online
- Event Code: WRS227925
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Taxes
Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues, ... More Info
Rebroadcast
You Don’t Know What You Don’t Know About Microsoft Excel
- Online
- Event Code: WRX465925
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and ... More Info
Rebroadcast
Ethics: IRS Behavioral Insights for Accountants
- Online
- Event Code: WRX466225
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Behavioral Ethics
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights — the study of how people reflect and behave — to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: WRX466125
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: WRX539625
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, ... More Info
Rebroadcast
Contract Law for Accounting and Finance Professionals
- Online
- Event Code: WRS228125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Business Law
Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance professions. As trusted advisors, it is wise to understand the fundamentals of contract ... More Info
Rebroadcast
Controllership Skills Update – Budgeting, Forecasting, and Big Data
- Online
- Event Code: WRS228225
- CPE Credits: 1
- Legacy Level:Update
- Fields of Study: Accounting
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization’s strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer ... More Info
Rebroadcast
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: WRX466325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login ... More Info
Rebroadcast
Leadershift Ethics: Things Must Change!
- Online
- Event Code: WRX539725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the ... More Info
Rebroadcast
Leadershift Ethics: Things Must Change!
- Online
- Event Code: WRX466425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the ... More Info
Rebroadcast
Microsoft Teams – Everything You Need to Know from A to Z
- Online
- Event Code: WRX466625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a must attend course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We ... More Info