Event Search
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'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't Know What You Don't Know About Microsoft Excel
- Online
- Event Code: TAKEDKM8-63734
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
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 ... 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
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
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
Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-68381
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Rebroadcast
An Introduction to Health Savings Accounts
- Online
- Event Code: IHS2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Rebroadcast
Financial Planning: Auto & Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70175
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
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
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
Rebroadcast
Section 529 Plans: A Comprehensive Guide
- Online
- Event Code: QTP2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This course provides a thorough examination of qualified tuition programs (Section 529 plans), focusing on their tax treatment, planning applications, and recent legislative changes. Participants will learn how 529 plans operate, what qualifies as education expenses, and how contributions, distributions, and beneficiary changes are treated under federal law. The course ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-281-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info