Rebroadcast
Ethics and Technology for CPAs
- Online
- Event Code: WRX469625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Power BI – Bringing It All Together for Data Analysis
- Online
- Event Code: WRX469525
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: 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
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: WRX469725
- 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
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: WRX469825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
Best Non-Google Search Tools for Accountants
- Online
- Event Code: WRX469925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: 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: WRX470025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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: WRX470125
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: 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: WRX470225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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: WRX470325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: WRX470625
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
What’s Changing in A&A for Governmental Entities (2025)
- Online
- Event Code: WRX470525
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement ... More Info
Rebroadcast
Accounting of the Soul: Making the World a Better Place
- Online
- Event Code: WRX470725
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle’s virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually ... More Info
Rebroadcast
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: WRX470825
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Computer Software & Applications
Don’t look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ... More Info
Rebroadcast
Advanced ChatGPT for Accountants
- Online
- Event Code: WRX471025
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course concisely explains the latest see, hear, speak multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX470925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: WRX471125
- 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
Rebroadcast
Advanced Cybersecurity – Beyond the Basics
- Online
- Event Code: WRX471225
- 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
Monthly Federal Tax Updates – April 2026
- Online
- Event Code: WRX471325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: WRX471425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, Leverage PowerBI.com to Create Data Analysis for Others. This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst, business intelligence professional, or someone keen on mastering ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: WRX471525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: WRX471725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Finance
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
Synchronize Your Files to the Cloud with SharePoint -Updated
- Online
- Event Code: WRX471625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a must take. There are often times when you want or ... More Info
Rebroadcast
How to Start a CFO Service
- Online
- Event Code: WRX471825
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: 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
The CFO Who Went to Prison
- Online
- Event Code: WRX471925
- 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
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: WRX472025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info