Event Search
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: PEDPCSC2-70960
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-71936
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Developments in the Management Commentary and MD&AnnNarrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under SEC ... More Info
Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: TAKEIRM2-63546
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue ... More Info
Rebroadcast
AI Liability and Malpractice Exposure
- Online
- Event Code: GWAILME2-75052
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of the emerging liability, malpractice, regulatory, insurance, and professional-conduct risks associated with CPAs’ use of artificial intelligence. Participants will examine how traditional duties of care, competence, confidentiality, verification, and professional accountability apply when AI is used in accounting, tax, audit, and advisory work. Drawing ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-64936
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63516
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71702
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define ... More Info
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71702
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define ... More Info
Rebroadcast
Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses
- Online
- Event Code: CTM2-2026-01-WEBNR-357-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
- Enrolled Agent
In corporate taxation, the general rule is that a corporation can deduct any expenditure that is ordinary, necessary, and reasonable. However, there are nuances that we need to be aware of, such as a floor on charitable contributions, limits on meals, and even a maximum amount that may be available ... More Info
Rebroadcast
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHDDB2-67310
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply in business. This course will provide a comprehensive review and demonstration of ... More Info
Rebroadcast
Ethical Considerations for the CPA
- Online
- Event Code: ETHC-2026-01-WEBNR-357-01
- CPE Credits: 4
- Fields of Study: CPE - Regulatory Ethics
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a ... More Info
Rebroadcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
- Online
- Event Code: BSP4-2026-01-WEBNR-357-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
- Enrolled Agent
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding ... More Info
Rebroadcast
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
- Online
- Event Code: BNK2-2026-01-WEBNR-357-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, ... More Info
Rebroadcast
Mastering the Art of Conflict: CPA Transformative Strategies
- Online
- Event Code: TDTDMAC4-70912
- 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
Real Estate for Accounting and Finance Professionals
- Online
- Event Code: RLE2-2026-01-WEBNR-357-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
- Enrolled Agent
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it’s mastering Schedule E or understanding Congress’ intent behind tax laws, ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66291
- 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
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-65961
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-357-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: FFKGEYE2-66157
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical is ready for any dilemma. This course incorporates ideas from leading ethical authors ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: DPBSMEL2-64146
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: DPBSMEL2-64146
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s ... More Info
Rebroadcast
NOCLAR: Ethics, Audit & Yellow Book Considerations
- Online
- Event Code: GA27NEA1-74734
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
- Yellowbook
Noncompliance with laws and regulations (NOCLAR) can create significant ethical responsibilities for CPAs, whether they are serving clients or working within an employing organization. This course examines the AICPA Code of Professional Conduct interpretations addressing how members should respond when they encounter actual or suspected noncompliance with laws and regulations, ... More Info
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners “tax basis” capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-73703
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Ethics: How to Give and Receive Criticism the Right Way
- Online
- Event Code: EGBWGRC2-63147
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
How well do you accept criticism? How might it enrich your business – and you – if you did a better job of it?nnThis distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It’s even better to welcome criticism. It’s also a ... More Info