Event Search
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-72021
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Developments in the Management Commentary and MD&A Narrative 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 ... More Info
Rebroadcast
Navigating Digital Asset Compliance and Enforcement
- Online
- Event Code: BETTNDA2-74409
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination ... More Info
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-64734
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT’s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
Taxation of the Cannabis Industry
- Online
- Event Code: HIMHTCI2-69070
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique ... More Info
Rebroadcast
A Working Parent’s Guide to Prioritizing Mental Wellness
- Online
- Event Code: DPASWPG2-65566
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges ... More Info
Rebroadcast
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70097
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through ... More Info
Rebroadcast
Unlocking Deep Secrets: Case Studies in Financial Analysis
- Online
- Event Code: EKEKUDS2-65793
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Unlock the secrets to understanding a company’s financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. – Vertical Analysis: Learn how to express each line item ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: FFKGNFS2-66216
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info
Rebroadcast
CPAs as AI Systems Evaluators
- Online
- Event Code: GWAICSE2-74817
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Auditing
This course provides a concise overview of the emerging role of CPAs as independent evaluators of artificial intelligence systems. Participants will explore how established accounting competencies-including professional skepticism, assurance, internal controls, risk assessment, and evidence evaluation-can be applied to AI. The course introduces major AI standards and frameworks, common AI ... More Info
Rebroadcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WSKT-2027-01-WEBNR-70-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge, CPE - Taxes
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow ... More Info
Rebroadcast
Excel: Mastering PivotTables
- Online
- Event Code: EXPV-2027-01-WEBNR-70-01
- CPE Credits: 2
- Fields of Study: CPE - Computer Software & Applications
PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we’ll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69986
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 – Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, ... More Info
Rebroadcast
The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals
- Online
- Event Code: IRU2-2027-01-WEBNR-70-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
Independence remains a cornerstone of the profession for auditors and attestation and assurance professionals. This update course serves as the one-stop shop for all things independence, from the foundation of ethics and our job to serve the public interest to the AICPA’s Independence Rule (1.200.001) and related interpretations issued by ... More Info
Rebroadcast
An Ethical Approach to Mental Health Issues at Work
- Online
- Event Code: GLRGEAM2-64417
- 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
Coping With the Growth of Online Fraud
- Online
- Event Code: TAKECGF4-63438
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-71098
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: DPBSPDM4-63826
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of your data with our specialized course, “Create Measures in Power BI that Define Your Metrics”. Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You’ll embark ... More Info
Rebroadcast
March 2027 PICPA Town Hall
- Online
- Event Code: PA2703TH-75635
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
Join PICPA and guest subject matter experts for our monthly Townhall webinar to discuss topics relevant to Pennsylvania CPAs. This exclusive benefit is complementary for PICPA members and offers one credit of CPE. This event may be a rebroadcast of a live event and the instructor will be available to ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66296
- 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
How to Audit Inventory
- Online
- Event Code: GAMGHAI2-66660
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through ... More Info
Rebroadcast
SOC 2 Reports – Structure, Usage, and Review
- Online
- Event Code: DCJNS2R1-74636
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
This course provides a comprehensive overview of SOC 2 reports, focusing on their structure, purpose, and how to interpret and apply them in a compliance or risk management context. Participants will learn about the five Trust Services Criteria (Security, Availability, Processing Integrity, Confidentiality, and Privacy), the difference between Type I ... More Info
Rebroadcast
Agentic AI for CPAs: Automate Workflows with Intelligence
- Online
- Event Code: HAAIAWI2-67235
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Information Technology
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-73539
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70823
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
Winning Tax Strategies for Real Estate Professionals
- Online
- Event Code: FTSDWTS2-74119
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Learn how material participation rules can significantly impact the tax treatment of your real estate activities. This course explains the IRS tests for material participation, how to distinguish active from passive activities, and strategies for documenting participation to maximize tax benefits. A detailed analysis of the self-rental passive activity rules ... More Info