Rebroadcast
Ethics: IRS Behavioral Insights for Accountants
- Online
- Event Code: GWIBIAW2-55786
- External ID: WRX319125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights — the study of how people reflect and behave — to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by ... More Info
Rebroadcast
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
- Online
- Event Code: REXE-2026-01-WEBNR-29-01
- External ID: WRS188525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients’ exposure to the self-employment tax and ... More Info
Rebroadcast
AI & Accounting in Manufacturing
- Online
- Event Code: GWAIAIM2-60900
- External ID: WRX511225
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-57054
- External ID: WRX319325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
Mastering the Art of Conflict: CPA Transformative Strategies
- Online
- Event Code: TDTDMAC4-59907
- External ID: WRX319525
- 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
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-54081
- External ID: WRX319425
- 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
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-53019
- External ID: WRX511325
- 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
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-53422
- External ID: WRX319725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua’s ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-59388
- External ID: WRX319825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor’s assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event ... More Info
Rebroadcast
Individual Tax Update: Recent Developments
- Online
- Event Code: FTWIURD2-59341
- External ID: WRX320025
- 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
Take Command of your Time
- Online
- Event Code: JHSWTCT2-56421
- External ID: WRX319925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-54199
- External ID: WRX320225
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Exploring Business Valuation Fundamentals
- Online
- Event Code: BVF2-2026-01-WEBNR-29-01
- External ID: WRS188625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up ... More Info
Rebroadcast
Synchronize Your Files to the Cloud with SharePoint -Updated
- Online
- Event Code: HAJHSFU2-56206
- External ID: WRX320125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a must take. There are often times when you want or ... More Info
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: PAAHSET2-56910
- External ID: WRX320325
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Live Webcast
WF002325: Don Farmer’s Preparing Form 1120S: Real-World Insights & Practical Tips for S Corporation Returns
- Online
- Event Code: WF002325
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. Join tax expert Greg White, CPA, for a lively walkthrough of Form 1120-S. He’ll break down the must-know rules, show you how ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-53775
- External ID: WRX320525
- 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
Ethics: How to Give and Receive Criticism the Right Way
- Online
- Event Code: EGBWGRC2-54182
- External ID: WRX320425
- 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? This 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 ... More Info
Rebroadcast
Guide to Partner Capital Account Reporting
- Online
- Event Code: CPMB-2026-01-WEBNR-29-01
- External ID: WRS188725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-29-01
- External ID: WRS188825
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Rebroadcast
2025 Not-for-Profit GAAP Update
- Online
- Event Code: GA25NFP2-55024
- External ID: WRX320625
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-55541
- External ID: WRX320725
- 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
Exploring the New Lease Accounting Standard
- Online
- Event Code: CHCHENL2-53134
- External ID: WRX320825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
It’s a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
Ethics and Civility in the Workplace
- Online
- Event Code: GLRGETH2-55263
- External ID: WRX320925
- 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
Overcoming Tech Adoption Challenges in CPA Firms
- Online
- Event Code: CXLROTA1-61130
- External ID: WRX511425
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from ... More Info