Event Search
Rebroadcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
- Online
- Event Code: BSP4-2026-01-WEBNR-324-01
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding ... More Info
Rebroadcast
Tax and Advisory with Agentic AI
- Online
- Event Code: TAA2-2026-01-WEBNR-324-01
This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory ... More Info
Rebroadcast
Today’s Entrepreneur: Hiring and Recruiting With a Limited Budget
- Online
- Event Code: EHR2-2026-01-WEBNR-324-01
Recruiting talent in today’s ultra-competitive market is extremely tough. Just simply out paying your competition usually isn’t an option. For this reason, we have to be more strategic in how we recruit and maintain talent. We need to know what attracts talent and what doesn’t. We need to know where ... More Info
Rebroadcast
Critical Conversations
- Online
- Event Code: CCAW-2026-01-WEBNR-324-01
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
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- Online
- Event Code: SCC2-2026-01-WEBNR-324-01
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore ... More Info
Rebroadcast
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70086
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
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63189
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
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-63089
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: PEDPBTU4-70473
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
Everyday Ethics at Work: Don't be the Next News Story!
- Online
- Event Code: SCJEEEW2-70691
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this ... More Info
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-69155
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: GWGWFAA2-64520
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, ... More Info
Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: TAKEIRM2-63560
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue ... More Info
Rebroadcast
Smarter Tax Services with Artificial Intelligence (AI) Tools
- Online
- Event Code: HAAISTS2-66004
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate ... More Info
Rebroadcast
Becoming a Fractional CFO: What to Do and How?
- Online
- Event Code: KIDMBFC2-69891
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70817
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72188
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
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: GWTIGTA2-63325
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: GAMGHAC2-66611
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-71572
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
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-325-01
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
Ethical Considerations for CPAs
- Online
- Event Code: ECCP-2026-01-WEBNR-325-01
As accounting firms’ non-attest offerings to their attest clients become more diversified, such engagements increase firms’ exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules ... More Info
Live Webcast
WL001526: The CFO Series—Preparing for Trouble
- Online
- Event Code: WL001526
- External ID: WL001526
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and “unexpected” trouble. Ignoring potential issues is inane in today’s environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: DB24GAS4-65408
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
AICPA's New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71202
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case ... More Info