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Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72166
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
An Introduction to Health Savings Accounts
- Online
- Event Code: IHS2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) are a growing phenomenon in financing for health care, with more than one-third of Americans with private health insurance covered by an HSA. Although HSAs have been around since 2004, many people still confuse them with other similar health benefit accounts, such as health flexible spending ... More Info
Rebroadcast
Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
- Online
- Event Code: DEF2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of ... More Info
Rebroadcast
Financial Strategy and Leadership for CFOs
- Online
- Event Code: FSL2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Finance
This course explores the CFO’s evolving role as a strategic business partner. It focuses on capital allocation, financial modeling, key performance indicators (KPIs), and leadership in value creation. Participants will learn how to align financial strategy with business objectives, optimize cash flow, and communicate insights effectively to stakeholders.
Rebroadcast
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
- Online
- Event Code: HAJHUHP2-67571
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Tax Update for Retirement Planners and Investment Advisors
- Online
- Event Code: PRU2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65252
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor%26apos;s assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event ... More Info
Rebroadcast
You Don%26apos;t Know What You Don%26apos;t Know About Microsoft Excel
- Online
- Event Code: TAKEDKM8-63734
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and ... More Info
Rebroadcast
Power Skills: Professionalism and Client Interactions
- Online
- Event Code: GAJVPSG2-72820
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when ... More Info
Rebroadcast
Become a Data Analysis Expert
- Online
- Event Code: DPBSDAE2-64494
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in ... More Info
Rebroadcast
Tax Update:
- Online
- Event Code: HIMHTUO2-69788
- 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), 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 compliance for the 2025 ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65731
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: GWGWLCI2-64444
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI%26apos;s powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for ... More Info
Rebroadcast
The Ethic of Self-Esteem For Women
- Online
- Event Code: GLRGESW2-66753
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71453
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S%26P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, ... More Info
Rebroadcast
Data Analytics for Accountants and Financial Managers
- Online
- Event Code: AFAM-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Accounting, CPE - Management Services
Data analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning/preparation and a lack of commitment, training, and clear vision of the program’s goals. Today ... More Info
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69963
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Understanding Non-Compete Agreements
- Online
- Event Code: UNCA-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC%26apos;s proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain ... More Info
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69933
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
WE001826: 2026 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: 7fea3fc6450c-CR
- External ID: WE001826
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65377
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info
Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-68381
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. nnThis event may be a rebroadcast of ... More Info
Rebroadcast
Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70175
- 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
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63188
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66542
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners capital accounts, now required for tax form reporting.nnThis event may be a rebroadcast of a live event and the instructor will be ... More Info