Rebroadcast
ChatGPT for Accountants: 50+ Use Cases
- Online
- Event Code: GWGWGPT2-58633
- External ID: WRX327625
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
How Recent Auditing Standards Improve Risk-Based Audits
- Online
- Event Code: ESJLHRA4-59303
- External ID: WRX327525
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-56245
- External ID: WRX327425
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-53025
- External ID: WRX327825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax ... More Info
Rebroadcast
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
- Online
- Event Code: BNK2-2026-01-WEBNR-34-01
- External ID: WRS190625
- CPE Credits: 2
- Legacy Level: Basic
- 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
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-55115
- External ID: WRX327725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various ... More Info
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: FFKGEYE2-54422
- External ID: WRX327925
- 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 muscle is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info
Rebroadcast
Build a Data Model for Analysis in Power BI
- Online
- Event Code: DPBSDMA4-59439
- External ID: WRX328225
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel’s Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. ... More Info
Rebroadcast
How to Effectively Represent Clients Under IRS Audit
- Online
- Event Code: RCA2-2026-01-WEBNR-34-01
- External ID: WRS190725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program ... More Info
Rebroadcast
Taking Advantage of Array Formulas in Excel
- Online
- Event Code: DPBSTAA2-58270
- External ID: WRX328025
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They ... More Info
Rebroadcast
ChatGPT Bootcamp for CPAs with John Higgins
- Online
- Event Code: HAJHGBC4-58773
- External ID: WRX328325
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As knowledge workers, CPAs and CFOs are positioned to be prime ... More Info
Rebroadcast
Everyday Ethics at Work: Don’t be the Next News Story!
- Online
- Event Code: SCJEEEW2-57043
- External ID: WRX328525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this ... More Info
Rebroadcast
The Ethical Management of Conflict
- Online
- Event Code: GLRGEMC2-55241
- External ID: WRX328425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, ... More Info
Rebroadcast
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
- Online
- Event Code: EKEKSEC2-58300
- External ID: WRX328625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today’s financial landscape. Through real-world case studies, participants will examine common ... More Info
Rebroadcast
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
- Online
- Event Code: GWICIKW2-55793
- External ID: WRX512625
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly ... More Info
Rebroadcast
Guide to Calculating S Corporation Shareholder Stock and Loan Basis
- Online
- Event Code: CSSB-2026-01-WEBNR-34-01
- External ID: WRS190925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation ... More Info
Rebroadcast
Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041
- Online
- Event Code: FM41-2026-01-WEBNR-34-01
- External ID: WRS190825
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - Taxes
Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, “distributable ... More Info
Rebroadcast
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- Online
- Event Code: PTB4-2026-01-WEBNR-34-01
- External ID: WRS191125
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term “basis,” we really could be referring to one of three different things. This course will explore the differences between inside basis, ... More Info
Rebroadcast
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-51574
- External ID: WRX328825
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a ... More Info
Rebroadcast
Navigating Your Client Through the IRS Appeals Process
- Online
- Event Code: NAV4-2026-01-WEBNR-34-01
- External ID: WRS191325
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating the complex IRS Appeals.
Rebroadcast
Select Estate and Life Planning Issues for the Middle-Income Client
- Online
- Event Code: PMI4-2026-01-WEBNR-34-01
- External ID: WRS191225
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-59848
- External ID: WRX328925
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
Ethical Intelligence for Artificial Intelligence
- Online
- Event Code: HDCHEAI2-58864
- External ID: WRX329125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-56934
- External ID: WRX329025
- 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
Hot Topics Audit & Attest Update
- Online
- Event Code: ESJLHTA2-54259
- External ID: WRX329225
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Auditing
- Yellowbook
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor ... More Info