Event Search
Rebroadcast
Ethics: Giving Thanks – How to Master the Art of Gratitude
- Online
- Event Code: EGBWEGT2-65431
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe you’re already a deeply grateful person, you’ll still learn some new strategies for expressing gratitude effectively. Forbes ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: DB24GAS4-65414
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO’s issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as ... More Info
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67241
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like \ and \ really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. This ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-71593
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70671
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term \ (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing because ... More Info
Rebroadcast
Power Skills: Professionalism and Client Interactions
- Online
- Event Code: GAJVPSG2-72427
- 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
Disrupt to Dominate: Mastering Change Leadership
- Online
- Event Code: TDTDDTD4-69621
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you’re a seasoned CEO, ... More Info
Rebroadcast
Making Effective Decisions When You Can’t Get What You Want
- Online
- Event Code: HDCHMED2-70058
- 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
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69118
- 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
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72191
- 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-65185
- 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
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-64737
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT’s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
An Ethical Approach to Mental Health Issues at Work
- Online
- Event Code: GLRGEAM2-64421
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal ... More Info
Rebroadcast
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70099
- 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
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
- Online
- Event Code: CAS2-2027-01-WEBNR-85-01
- CPE Credits: 2
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so ... More Info
Rebroadcast
Preparation and Compilation Engagements Under the SSARS
- Online
- Event Code: PCE4-2027-01-WEBNR-85-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of ... More Info
Rebroadcast
2026/27 Annual Update for Governments and Not-for-Profits
- Online
- Event Code: GA26AUG4-72354
- 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. Participants will begin with an overview of recent ... More Info
Rebroadcast
Introduction to Governmental Budgeting
- Online
- Event Code: GAARIGB2-72645
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
- Yellowbook
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-64939
- 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 \ . This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71691
- 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
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63200
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Smart Formula Selection in Excel: What to Use When
- Online
- Event Code: DPBSSFS2-71835
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Excel gives you multiple ways to solve the same problem – but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you’ll learn when IFS or SWITCH is cleaner ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: NCSIRSP4-68827
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
Hot Topics Audit & Attest Update – 2026
- Online
- Event Code: ES27HTA2-71956
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Auditing
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Ethics Based Leadership for Women
- Online
- Event Code: GLRGEBW2-63775
- 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. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, ... More Info