Rebroadcast
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-57284
- External ID: WRX409225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: DPBSISB2-53731
- External ID: WRX409525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ... More Info
Rebroadcast
Privacy and Security Training: Obligations of Confidentiality and Safekeeping
- Online
- Event Code: DTS2-2026-01-WEBNR-78-01
- External ID: WRS215825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-54301
- External ID: WRX409625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-61066
- External ID: WRX527725
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs’ groundbreaking research report The Future of the Audit: Building Relevance and Sustaining Quality, provides auditors with essential insights and ... More Info
Rebroadcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
- Online
- Event Code: TTCE-2026-01-WEBNR-78-01
- External ID: WRS215925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming ... More Info
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: JHSWAED2-56410
- External ID: WRX409725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Best Non-Google Search Tools for Accountants
- Online
- Event Code: GWBNGST2-55452
- External ID: WRX409825
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - 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
Side-Hustle CFO
- Online
- Event Code: CPALSHC1-53604
- External ID: WRX409925
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - 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
A Culture of Regulatory Ethics: A Competitive Advantage
- Online
- Event Code: PEDPCRE4-56824
- External ID: WRX410125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, ... More Info
Rebroadcast
Ethical Considerations of the New AICPA SSTS Rules
- Online
- Event Code: FTSDECN2-54560
- External ID: WRX410225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Regulatory Ethics
The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This event may be a rebroadcast of a ... More Info
Rebroadcast
Managing Current Fraud Trends in a Shifting Environment
- Online
- Event Code: ESJLMCF8-54323
- External ID: WRX410025
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
- Yellowbook
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-54900
- External ID: WRX410425
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT’s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: GWAIAIR2-61010
- External ID: WRX527925
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - 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
Coping With the Growth of Online Fraud
- Online
- Event Code: TAKECGF4-59795
- External ID: WRX410525
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - 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
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: HAJHSDU2-56101
- External ID: WRX410625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Unlocking Deep Secrets: Case Studies in Financial Analysis
- Online
- Event Code: EKEKUDS2-58318
- External ID: WRX410725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-59663
- External ID: WRX410825
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
CFO Series: Identify the ‘Good’ Clients to Improve Margins
- Online
- Event Code: KIRMIGC2-61104
- External ID: WRX528125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Business Management & Organization
Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what ... More Info
Rebroadcast
Creating an Ethical Work Environment
- Online
- Event Code: GLRGCEW2-55133
- External ID: WRX410925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Exploring Internal Controls That Could Have Prevented Frauds
- Online
- Event Code: CHCHEIC2-52596
- External ID: WRX411025
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters’ ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
How SAS Nos. 134-145 Improve Risk-Based Audits
- Online
- Event Code: ESJLSAS4-59307
- External ID: WRX411125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may ... More Info
Rebroadcast
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-51676
- External ID: WRX411225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-53696
- External ID: WRX411325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Advanced Excel for Staff – Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. ... More Info
Rebroadcast
Integrated Planning, Forecasting, and Budgeting for Organizational Success
- Online
- Event Code: PLF4-2026-01-WEBNR-79-01
- External ID: WRS216025
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Management Services
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but ... More Info