Rebroadcast
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-55998
- External ID: WRX421525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and ... More Info
Rebroadcast
Servant Leadership 101
- Online
- Event Code: MIJBSLE1-56600
- External ID: WRX421625
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The War for Talent is bad, and it’s getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant ... More Info
Rebroadcast
Become a Data Analysis Expert
- Online
- Event Code: DPBSDAE2-53719
- External ID: WRX530525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In today’s rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in ... More Info
Rebroadcast
Mastering the Art of Conflict: CPA Transformative Strategies
- Online
- Event Code: TDTDMAC4-59909
- External ID: WRX421725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in ... More Info
Rebroadcast
Unique Tax Attributes of Different Entity Types
- Online
- Event Code: AET2-2026-01-WEBNR-86-01
- External ID: WRS218325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the ... More Info
Rebroadcast
Ethics and Civility in the Workplace
- Online
- Event Code: GLRGETH2-55374
- External ID: WRX421925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit. This webinar, based on ethical principles and values, is designed to look at ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-60575
- External ID: WRX422025
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-58477
- External ID: WRX422125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
CFO Series: Decision Making in Our Non-linear World
- Online
- Event Code: KIBMDMO2-60957
- External ID: WRX530625
- CPE Credits: 2
- Legacy Level: Intermediate
We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well ‘throw the dice’ since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are ... More Info
Rebroadcast
Tax Season Update for Business with Steve Dilley
- Online
- Event Code: FTSTSUB4-59471
- External ID: WRX530825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program provides an update to the latest tax developments, rules and regulations impacting business 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
Yellow Book Independence and Single Audit Fundamentals
- Online
- Event Code: PAABYBI4-56756
- External ID: WRX422325
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related ... More Info
Rebroadcast
Google Gemini AI for Accountants
- Online
- Event Code: GWGWGAI2-55642
- External ID: WRX422425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Forgotten Managerial Accounting Tools for CPAs
- Online
- Event Code: CHCHFMA2-52820
- External ID: WRX422525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts ... More Info
Rebroadcast
Partnership Tax Updates (2025)
- Online
- Event Code: AMAMPTU2-53108
- External ID: WRX422625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs. This event may be a rebroadcast of a live ... More Info
Rebroadcast
Preparation and Compilation Engagements Under the SSARS
- Online
- Event Code: PCE4-2026-01-WEBNR-86-01
- External ID: WRS218425
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-61413
- External ID: WRX530925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the ... More Info
Rebroadcast
Power BI – Bringing It All Together for Data Analysis
- Online
- Event Code: DPBSPBB2-53848
- External ID: WRX422725
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - 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
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- Online
- Event Code: PEDPSBM4-56831
- External ID: WRX422825
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Finance
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-57987
- External ID: WRX422925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
Rebroadcast
Guide Strategy, Attract Investments with Financial Forecasts
- Online
- Event Code: EKEKGSA2-58274
- External ID: WRX423025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Financial statement forecasting is essential for predicting a company’s future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. – Forecasting Process: This involves projecting future income, ... More Info
Rebroadcast
Supervision/Management Competencies: An Ethical Approach
- Online
- Event Code: GLRGSMC2-58520
- External ID: WRX423125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle’s virtue ethics and its application to the responsibility and privilege of ... More Info
Rebroadcast
AI Lessons Learned for Accountants
- Online
- Event Code: GWAILLA2-55458
- External ID: WRX423225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain ... More Info
Rebroadcast
What’s Behind the Data?
- Online
- Event Code: FFKGWBD2-54487
- External ID: WRX423325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
We are bombarded with information continually. So how do we determine what is valid and what isn’t? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam ... More Info
Rebroadcast
Mastering IRS Form 7217: Partnership Property Distributions
- Online
- Event Code: FTSDMIF1-53321
- External ID: WRX423425
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner’s interest, Section ... More Info
Rebroadcast
2025 Annual Update for Not-for-Profit Accountants & Auditors
- Online
- Event Code: GA25NFA8-59046
- External ID: WRX423625
- CPE Credits: 8
- Legacy Level: Update
- Yellowbook
The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. We’ll look at the work of the NAC and the impact they’ve had. We’ll then transition to the Accounting Standards Updates (ASUs) issued by the FASB that impact nonprofit ... More Info