Event Search
Rebroadcast
Critical Conversations
- Online
- Event Code: CCAW-2027-01-WEBNR-15-01
- CPE Credits: 3
- Fields of Study: CPE - Personnel/Human Resources
As uncomfortable as some conversations are, keeping your silence won’t resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a “hard to have” talk, you can learn to benefit from the conversation. In the workshop, you’ll learn ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69688
- 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
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63194
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
International Tax Challenges and Opportunities for U.S. Filers
- Online
- Event Code: ITX3-2027-01-WEBNR-15-01
- CPE Credits: 3
- Fields of Study: CPE - Taxes
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented ... More Info
Rebroadcast
More Money at the End of the Month: Strategic Ways To Improve Cash Flow
- Online
- Event Code: WIC2-2027-01-WEBNR-15-01
- CPE Credits: 2
- 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
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues
- Online
- Event Code: OPZ2-2027-01-WEBNR-15-01
- 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
Post-death Planning and Estate Administration Strategies
- Online
- Event Code: PDP2-2027-01-WEBNR-15-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
After a client’s death, financial and tax outcomes are shaped not only by the estate plan itself, but also by decisions made during the administration process. Executors and advisors must evaluate liquidity needs, asset disposition, valuation choices, and available tax elections, all while coordinating estate, income, and transfer tax considerations. ... More Info
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-66509
- 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
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-64937
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
Rebroadcast
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-64204
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-73563
- 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
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-65663
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Overcoming Tech Adoption Challenges in CPA Firms
- Online
- Event Code: CXLROTA1-71534
- 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
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69930
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
- Online
- Event Code: ENQ4-2027-01-WEBNR-15-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing
With the AICPA’s heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor’s overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS ... More Info
Rebroadcast
Delaware Ethics for CPAs
- Online
- Event Code: ETDE-2027-01-WEBNR-15-01
- CPE Credits: 4
- Fields of Study: CPE - Regulatory Ethics
Professional conduct and ethical behavior are really the backbone of the entire accounting and auditing profession. These components form the foundation upon which our creditability with the general public is built. Without it, there is no profession. Whether you are a practitioner in public accounting or business and industry, you ... More Info
Rebroadcast
Ethics Based Leadership for Women
- Online
- Event Code: GLRGEBW2-63766
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Glantz and Associates is pleased to offer a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions.nnWe believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. nnThe reality is, despite women ... More Info
Rebroadcast
Leadershift: Drive Results Through Ethical Performance Mgmnt
- Online
- Event Code: TDDREPM4-64324
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Making Sense of Essential OBBBA Provisions
- Online
- Event Code: ESO2-2027-01-WEBNR-15-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law ... More Info
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71724
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Information becomes influential when it is structured.nIn this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor.nParticipants will examine how to define context, introduce ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69413
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
NotebookLM Use Cases for Accountants
- Online
- Event Code: GWNLMUC2-67078
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You%26apos;ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can ... More Info
Rebroadcast
2026/27 Annual Update for Governments and Not-for-Profits
- Online
- Event Code: GA26AUG4-72344
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks, and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements.nnParticipants will begin with an overview of recent accounting ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72549
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.nnThe course also addresses ... More Info
Rebroadcast
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-63218
- 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
