Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: WRX492825
- 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
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX492925
- 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
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX233225
- 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
Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
- Online
- Event Code: WRS101325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of ... More Info
Rebroadcast
Improving Your Profits: Identifying Cost Cutting Opportunities
- Online
- Event Code: WRS101225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Management Services
Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we ... More Info
Rebroadcast
Improving Your Profits: Identifying Cost Cutting Opportunities
- Online
- Event Code: WRS175025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Management Services
Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we ... More Info
Rebroadcast
Top Business Tax Planning Strategies
- Online
- Event Code: WRS175125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Business strategies for 2025 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many ... More Info
Rebroadcast
Top Business Tax Planning Strategies
- Online
- Event Code: WRS101525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Business strategies for 2025 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many ... More Info
Rebroadcast
Yellow Book Ethics
- Online
- Event Code: WRX233125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
- Yellowbook
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a ... More Info
Rebroadcast
Ethics: 10 Crucial Qualities of High Character CPAs
- Online
- Event Code: WRX233325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty ... More Info
Rebroadcast
Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
- Online
- Event Code: WRS175225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants ... More Info
Rebroadcast
Build an AI Agent with ChatGPT: A Hands-on Lab for Financial Professionals
- Online
- Event Code: WRS175325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: WRX233425
- 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
The Art of Engaging in Difficult Conversations
- Online
- Event Code: WRX233525
- 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
Google Gemini AI for Accountants
- Online
- Event Code: WRX233625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course provides a concise overview of Gemini AI, Google’s advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, ... More Info
Rebroadcast
NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
- Online
- Event Code: WE002625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and ... More Info
Rebroadcast
Technology Update
- Online
- Event Code: WR003225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11® affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to ... More Info
Rebroadcast
2025 Annual Update for Governmental Accountants & Auditors
- Online
- Event Code: WRX233925
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We’ll include practical application of the topics in the form of case studies. We’ll then switch gears to review the GASB standards coming down ... More Info
Rebroadcast
Auditing 401(k) Plans: Critical Issues and Annual Update
- Online
- Event Code: WRS101625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing
Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and ... More Info
Rebroadcast
Ethics for Tax Professionals
- Online
- Event Code: WRS101825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
Long-Term Care Insurance: Make the Switch
- Online
- Event Code: WRX233725
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Specialized Knowledge
How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients’ motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids. This event may be a rebroadcast of ... More Info
Rebroadcast
Surgent’s Essential Depreciation and Expensing Update
- Online
- Event Code: WRS101725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
Rebroadcast
Tax Season Update for Individuals with Steve Dilley
- Online
- Event Code: WRX233825
- 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.
Rebroadcast
Tax Update for Client Advisory Services
- Online
- Event Code: WRS175425
- CPE Credits: 8
- 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
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: WRS101925
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info