Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-53173
- External ID: WRX392325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Tax Season Update for Business with Steve Dilley
- Online
- Event Code: FTSTSUB4-54790
- External ID: WRX392225
- 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
Understanding and Managing Burnout Among Accounting and Finance Professionals
- Online
- Event Code: BUR2-2026-01-WEBNR-69-01
- External ID: WRS211225
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Personnel/Human Resources
According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long hours, repetitive work, pressing client demands, and changing rules and regulations. Together, these conditions contribute to chronic ... More Info
Rebroadcast
Grading Your Auditors – Are You Getting the Most Value?
- Online
- Event Code: ESJLGYA2-58394
- External ID: WRX392425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, ... More Info
Rebroadcast
Generative AI in Practice-Boost Efficiency and Profitability
- Online
- Event Code: HAJHGAI2-56052
- External ID: WRX392625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. This event may ... More Info
Rebroadcast
Tax Update: H.R. 1 One Big Beautiful Bill & Form 1040
- Online
- Event Code: HIMHOBB2-60952
- External ID: WRX524225
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
This course provides a focused analysis of the individual and small business provisions in H.R.1, One Big Beautiful Bill. Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation – designed to inform planning strategies and compliance for ... More Info
Rebroadcast
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: JHSWLST2-56439
- External ID: WRX392725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren’t born. World-class listeners deliberately practice this skill, ... More Info
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-55461
- External ID: WRX392825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants ... More Info
Rebroadcast
Building Security and Efficiency With Internal Control
- Online
- Event Code: TAKEEIC8-57098
- External ID: WRX393125
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: ESJLWRM4-58255
- External ID: WRX393025
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Predicting Future Financial Issues Facing the Financial Executive
- Online
- Event Code: FFFE-2026-01-WEBNR-70-01
- External ID: WRS211325
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-54076
- External ID: WRX392925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI’s powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a ... More Info
Rebroadcast
How to Start a CFO Service
- Online
- Event Code: CPALCFO1-53464
- External ID: WRX393325
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-58915
- External ID: WRX393225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does helping my child ... More Info
Rebroadcast
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: HAJHCGT2-55970
- External ID: WRX524425
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - 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
Hiring New Workers and Payroll Taxes
- Online
- Event Code: WPT2-2026-01-WEBNR-70-01
- External ID: WRS211425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many ... More Info
Rebroadcast
2025 A&A Update With Technology Implementation
- Online
- Event Code: GA25AUU4-59502
- External ID: WRX393625
- CPE Credits: 4
- Legacy Level: Update
Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We’ll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF’s 2024 PCC Review and an overview of FASB’s Invitation to Comment – ... More Info
Rebroadcast
Guide Strategy, Attract Investments with Financial Forecasts
- Online
- Event Code: EKEKGSA2-58271
- External ID: WRX393525
- 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
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-52931
- External ID: WRX393725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Representing a Client in an IRS Audit
- Online
- Event Code: RCA3-2026-01-WEBNR-70-01
- External ID: WRS211525
- CPE Credits: 3
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The Inflation Reduction Act of 2022 called for delivering nearly $80 billion to the IRS over 10 years to allow the IRS to purchase new technology and hire employees. This funding would have provided the IRS with new equipment and new employees, possibly to handle more audits, many of them ... More Info
Rebroadcast
Comprehensive Audit & SSARS Update
- Online
- Event Code: PAAHCAS4-56642
- External ID: WRX393825
- CPE Credits: 4
- Legacy Level: Overview
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-58486
- External ID: WRX393925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-60865
- External ID: WRX524525
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and ... More Info
Rebroadcast
An Ethical Approach to Mental Health Issues at Work
- Online
- Event Code: GLRGEAM2-55282
- External ID: WRX394025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal ... More Info
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-54429
- External ID: WRX394125
- CPE Credits: 2
- Legacy Level: Basic
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and ... More Info