Event Search
Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-65344
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-65194
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Maximizing Health Savings Accounts for Retirement Planning
- Online
- Event Code: MHS2-2026-01-WEBNR-364-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) offer unique tax advantages that make them well-suited as a supplement to traditional retirement planning. HSAs are actually more tax efficient than traditional retirement plans (401(k) plans, IRAs, etc.), making them the best way to plan for future health care expenses in retirement. Many Americans assume ... More Info
Rebroadcast
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues
- Online
- Event Code: OPZ2-2026-01-WEBNR-364-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This two-hour program examines the new federal opportunity zone regime applicable to qualified opportunity zone (QOZ) investments made beginning in 2027, with particular emphasis on the tax planning, structuring, and compliance issues affecting taxpayers and their advisors. Designed for attorneys, accountants, financial advisors, and other tax professionals, the course explores ... More Info
Rebroadcast
What%26apos;s Changing in A%26A for Governmental Entities (2026/27)
- Online
- Event Code: GA26WCA4-72534
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning experience.nnParticipants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, ... More Info
Rebroadcast
Making Effective Decisions When You Can%26apos;t Get What You Want
- Online
- Event Code: HDCHMED2-70050
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details ... More Info
Rebroadcast
The Ethics of Care in the Workplace
- Online
- Event Code: GLRGECW2-66730
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
What%26apos;s Behind the Data?
- Online
- Event Code: FFKGWBD2-66232
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
We are bombarded with information continually. So how do we determine what is valid and what isn%26apos;t? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam ... More Info
Rebroadcast
ChatGPT Vision for Financial Analysis
- Online
- Event Code: GWGWCGV2-66990
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66374
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner%26apos;s tax basis for a partnership interest, with an explanation of the use of both and basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.nnnnThis event may be ... More Info
Rebroadcast
Overcoming Tech Adoption Challenges in CPA Firms
- Online
- Event Code: CXLROTA1-71551
- 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
Rebroadcast
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-72992
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-73564
- 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
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-63113
- 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
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70094
- 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
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-65473
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Rebroadcast
Current Issues in Accounting and Auditing: An Annual Update
- Online
- Event Code: AAU4-2026-01-WEBNR-365-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting, CPE - Auditing
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including all 12 of the FASB ASUs issued in 2025 alone. ... More Info
Rebroadcast
Incident Response and Case Studies in AI-powered Cybersecurity
- Online
- Event Code: CYC2-2026-01-WEBNR-365-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
This course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises.
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-70456
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Management Services
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-66492
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-66492
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the ... More Info
Rebroadcast
A%26A Update for Nonprofits and Single Audit – 2026
- Online
- Event Code: ES27NSA8-72002
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-64943
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury%26apos;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
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: CCSM-2026-01-WEBNR-365-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Clients often ask accounting and finance professionals whether they have the %26quot;best%26quot; pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69978
- 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