Event Search
Rebroadcast
CPAs as AI Systems Evaluators
- Online
- Event Code: GWAICSE2-74816
- 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
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: CHCHFIE4-64415
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their ... More Info
Rebroadcast
Supervision/Management Competencies: An Ethical Approach
- Online
- Event Code: GLRGSMC2-64076
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle’s virtue ethics and its application to the responsibility and privilege of ... More Info
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: TAKEOLC4-63503
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as ... More Info
Rebroadcast
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69574
- 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69574
- 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 \ become \ ... More Info
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: PEDPBTU4-70485
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-65101
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove .nnThis informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage ... More Info
Rebroadcast
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
- Online
- Event Code: RTH2-2027-01-WEBNR-76-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply, and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 ... More Info
Rebroadcast
Raising Financially Capable Children
- Online
- Event Code: RFC2-2027-01-WEBNR-76-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients’ first ... More Info
Rebroadcast
Tax Loss Limitations Imposed on Individuals and Pass-through Entities
- Online
- Event Code: TLL3-2027-01-WEBNR-76-01
- CPE Credits: 3
- Fields of Study: CPE - Taxes
Accounting and finance professionals advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that accounting and finance professionals must know in order to advise their individual and pass-through entity ... More Info
Rebroadcast
The CPA’s 2026 Guide to Cryptocurrency and Blockchain
- Online
- Event Code: HA26GCB2-67176
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial ... More Info
Rebroadcast
Ethics: 10 Crucial Qualities of High Character CPAs
- Online
- Event Code: EGBWCQH2-65655
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty ... More Info
Rebroadcast
Ethics, Tax Practice & Understanding Circular 230
- Online
- Event Code: HIMHETP2-67658
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that ... More Info
Rebroadcast
Navigating Digital Asset Compliance and Enforcement
- Online
- Event Code: BETTNDA2-74271
- 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
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67071
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering ... More Info
Rebroadcast
Tax Update: “One Big Beautiful Bill”
- Online
- Event Code: HIMHTUO2-70355
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Taxes
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (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 ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-64241
- 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
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69724
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional ... More Info
Rebroadcast
NOCLAR: Ethics, Audit & Yellow Book Considerations
- Online
- Event Code: GA27NEA1-74645
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
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70107
- 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
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: CRAU-2027-01-WEBNR-77-01
- CPE Credits: 8
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
CONFERENCE: CFOs & Controllers (Both Days)
- Online
- Event Code: BU2CFO27-74488
- CPE Credits: 16
- Legacy Level: Overview
- Fields of Study: CPE - Finance, CPE - Specialized Knowledge
Today’s financial leaders anticipate change and embrace innovation in order to lead with confidence. The CFOs & Controllers Conference is your chance to gain practical insights and strategies to guide your next move. In just two days, explore key updates in the economy, AI, data analytics, cybersecurity, and leadership, and ... More Info
Rebroadcast
CONFERENCE: CFOs & Controllers (Day 1)
- Online
- Event Code: CO1CFO27-74498
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Finance, CPE - Specialized Knowledge
Today’s financial leaders anticipate change and embrace innovation in order to lead with confidence. The CFOs & Controllers Conference is your chance to gain practical insights and strategies to guide your next move. In just two days, explore key updates in the economy, AI, data analytics, cybersecurity, and leadership, and ... More Info
Rebroadcast
Financial Planning: Auto & Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70197
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions ... More Info