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WL002026: Technology Trends for CPAs and CFOs: 2026 Update
- Online
- Event Code: WL002026
- External ID: WL002026
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting ... More Info
Rebroadcast
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-63293
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
Monthly Federal Tax Updates – November 2026
- Online
- Event Code: AMAM1126-71147
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Self-Rental Real Estate: Passive Activity %26 Section 199A
- Online
- Event Code: FTSSRRP2-66461
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: FFKGNFS2-66241
- 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%26apos;ll look not only at the three main financial statements but also dive into the MD%26A and footnotes. We%26apos;ll also discuss the affect of industry nuances on comparability of different analysis tools.nnThis event may be ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71454
- 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
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-68008
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Annual Update for Defined Contribution Plans
- Online
- Event Code: UDCP-2026-01-WEBNR-334-01
- CPE Credits: 2
- Fields of Study: CPE - Accounting, CPE - Auditing
This course will provide a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor’s (“DOL”) audit quality study will ... More Info
Rebroadcast
Becoming a Fractional CFO: What to Do and How?
- Online
- Event Code: KIDMBFC2-69899
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Rebroadcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: CCSM-2026-01-WEBNR-334-01
- 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
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64759
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Rebroadcast
How to Audit: Property, Plant, & Equipment
- Online
- Event Code: GAJVPPE2-72791
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance. During this course, we will also highlight the various substantive auditing procedures that staff ... More Info
Rebroadcast
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide
- Online
- Event Code: EST2-2026-01-WEBNR-334-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many clients use trusts as part of lifetime planning, and most estates generate income during administration. These entities follow income tax rules that differ in important ways from individual taxpayers, particularly in how income, deductions, and distributions are reported. Understanding these distinctions allows practitioners to prepare accurate fiduciary returns and ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71678
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
AI Lessons Learned for Accountants
- Online
- Event Code: GWAILLA2-66916
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain ... More Info
Rebroadcast
Annual FASB Update and Review
- Online
- Event Code: FUR4-2026-01-WEBNR-334-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The ... More Info
Rebroadcast
Forensic Accounting: Court Approved Methods of Proof
- Online
- Event Code: NCRNFAC4-70420
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved ... More Info
Rebroadcast
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: NCRNEMP2-70384
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
Rebroadcast
How to Effectively Represent Clients Under IRS Audit
- Online
- Event Code: RCA2-2026-01-WEBNR-334-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program ... More Info
Rebroadcast
Leadershift: Drive Results Through Ethical Performance Mgmnt
- Online
- Event Code: TDDREPM4-64319
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Cybersecurity: Protecting Your Firm's Data and Reputation
- Online
- Event Code: HAJHCPF2-67293
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
Guide and Update to Compilations, Reviews, and Preparations
- Online
- Event Code: CRU4-2026-01-WEBNR-334-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course provides 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 additional guidance related to SSARS engagements ... More Info
Rebroadcast
Anatomy of a Ransomware Event and Incident Response
- Online
- Event Code: ARE2-2026-01-WEBNR-334-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join ... More Info
Rebroadcast
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- Online
- Event Code: ERTW-2026-01-WEBNR-334-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; ... More Info
Rebroadcast
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-72995
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and ... More Info