Rebroadcast
CFO Series: Acute Uncertainty Won’t Go Away = More Failures?
- Online
- Event Code: KIDMAUW2-60910
- External ID: WRX523225
- CPE Credits: 2
- Legacy Level: Intermediate
Man plans, God laughs. Perfection is fantasy, we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are ‘finished’. Welcome to today’s world, e.g., the pandemic, great recession, supply chain issues, tax changes, tariffs and countless other changes that come from nowhere. ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-58895
- External ID: WRX386825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
Rebroadcast
Individual Tax Update: Recent Developments
- Online
- Event Code: FTWIURD2-59351
- External ID: WRX386725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
ChatGPT and Complex Financial and HR Conversations
- Online
- Event Code: GWGWCFC2-55669
- External ID: WRX386925
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The ... More Info
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-58393
- External ID: WRX387025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Mastering the Basics of Inventory Accounting
- Online
- Event Code: INV4-2026-01-WEBNR-65-01
- External ID: WRS209125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be applied to a variety of inventory types. The course will cover the basics of inventory capitalization, ... More Info
Rebroadcast
Introduction to Charitable Gifting for Individual Taxpayers
- Online
- Event Code: CGI2-2026-01-WEBNR-65-01
- External ID: WRS209425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that ... More Info
Rebroadcast
Keeping Up with the FASB
- Online
- Event Code: CHCHKUF2-53149
- External ID: WRX387125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This course will explore significant elements of the FASB’s technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live ... More Info
Rebroadcast
More Money at the End of the Month: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WIC2-2026-01-WEBNR-65-01
- External ID: WRS209325
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-60930
- External ID: WRX523325
- 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
Clean, Transform & Load Data in Power BI
- Online
- Event Code: DPBSTLD2-57947
- External ID: WRX387225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a ... More Info
Rebroadcast
Integrated Planning, Forecasting, and Budgeting for Organizational Success
- Online
- Event Code: PLF4-2026-01-WEBNR-65-01
- External ID: WRS209525
- 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
Rebroadcast
Mastering Microsoft 365 Copilot for CPAs
- Online
- Event Code: HAJHMMC2-60939
- External ID: WRX523625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This event may be a rebroadcast of a live ... More Info
Rebroadcast
Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
- Online
- Event Code: USS4-2026-01-WEBNR-65-01
- External ID: WRS209625
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We are seeing changes already as the AICPA has ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-53501
- External ID: WRX387425
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both inside and outside basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-56937
- External ID: WRX387525
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
Ethics and Technology for CPAs
- Online
- Event Code: PAAHCPA2-56656
- External ID: WRX387625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Generative AI Strategy for Accountants
- Online
- Event Code: GWGAISA2-58649
- External ID: WRX387725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Ethics of AI: A CPA’s Guide
- Online
- Event Code: HAJHAIC2-58807
- External ID: WRX387825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: GLRGTET2-55523
- External ID: WRX387925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
No one cares how much you know until they know how much you care. To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn’t get better than that! ... More Info
Rebroadcast
Tactics to Find Work Life Balance in a Complex World
- Online
- Event Code: CBRSWLB1-57505
- External ID: WRX388025
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live ... More Info
Rebroadcast
2025 Annual Update for Accountants & Auditors
- Online
- Event Code: GA25AUA8-54736
- External ID: WRX388225
- CPE Credits: 8
- Legacy Level: Update
- Yellowbook
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We’ll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB’s Invitation to Comment: Agenda Consultation. We’ll also review year ... More Info
Rebroadcast
Auditing 401(k) Plans: Critical Issues and Annual Update
- Online
- Event Code: AFP4-2026-01-WEBNR-68-01
- External ID: WRS209725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - 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
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-53777
- External ID: WRX388125
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-58949
- External ID: WRX388325
- 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