| Reference Rate Reform (Self-Study) (24SX-0110)24SX-0110 | *LIBOR *Reference rate reform | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Performing Inventory Observations (Self-Study) (24SS-0017)24SS-0017 | *Inventory observation procedures *When attendance at the inventory observation is impractical*Inventory under the control of a third party*Consideration of the risk of fraud in inventory counts*Sampling related to inventory observations*Considerations related to retail inventories, multiple locations*Considerations for inventory observations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Development: Referral Rally (Self-Study) (24SS-0083)24SS-0083 | *Networking organizations* Obtaining referral sources | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (25WS-0075)25WS-0075 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards | |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Critical Conversations (Webinar) (25WS-0051)25WS-0051 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a tool*Self-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation | |
| 4/17/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0053)25WS-0053 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 4/17/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-0078)25WS-0078 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness | Cornell Jason |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (25WS-0060)25WS-0060 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. | Williams Ciana |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (25WS-0041)25WS-0041 | * Using the Table object to store data * Using the conditional summing function to aggregate Table data * Using the Table object to create mapping tables | Lenning Jeff |
| 4/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (25WS-0086)25WS-0086 | *Automation capabilities of Excel*The "Get & Transform" Tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports | Lenning Jeff |
| 4/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-0073)25WS-0073 | *Contract formation *The necessary components of an enforceable contract*Common defenses to enforcement *Legal capacity requirements *Contract interpretation | Cornell Jason |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (25WS-0088)25WS-0088 | *Overview of ASC 326, Credit Losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL* | Daisley Richard |
| 4/29/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-0071)25WS-0071 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points | Ryan Francis X |
| 4/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Accountability: Stop the Blame Game (Webinar) (25WS-0085)25WS-0085 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game...what you do/don't do well | |
| 4/28/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0056)25WS-0056 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | Lenning Jeff |
| 4/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-0052)25WS-0052 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | Lenning Jeff |
| 4/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-0039)25WS-0039 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | Carney Jason W |
| 4/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-0050)25WS-0050 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | Cornell Jason |
| 4/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (25WS-0084)25WS-0084 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? | Daisley Richard |
| 4/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0076)25WS-0076 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel | Lenning Jeff |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0047)25WS-0047 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 4/16/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (25WS-0062)25WS-0062 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 4/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0055)25WS-0055 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C Corporation having Section 1202 stock | Tucker Michael J |
| 4/21/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0 (Webinar) (25WS-0054)25WS-0054 | *Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?*The rollover deadline for 2023 age 73 RMD*Coverage of applicable provisions of SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for certain beneficiaries | Appleby Denise |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-0064)25WS-0064 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 4/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-0068)25WS-0068 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall | Lenning Jeff |
| 4/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0079)25WS-0079 | *Changes to the IRS Form 706 *How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps *Overlooked GST issues | Keebler Robert S |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0070)25WS-0070 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques | Pulis Arthur |
| 4/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-0040)25WS-0040 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 4/14/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0082)25WS-0082 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 4/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-0074)25WS-0074 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business | |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (25WS-0044)25WS-0044 | *Rethinking Risk Management: *Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk: *Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior.*Enterprise Risk Management (ERM): *Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools: *Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique | |
| 4/15/2025 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (25WS-0081)25WS-0081 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability | |
| 4/25/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0080)25WS-0080 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-0065)25WS-0065 | *Managing client expectations *How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing *Expanding services offered to clients*Knowing when it is appropriate to enter new markets | Cornell Jason |
| 4/23/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-0089)25WS-0089 | *Problem solving step process for handling difficult people*Effective communication techniques including active listening and phraseology*Scripting what you say to prepare to engage with a difficult person*Emotions and their impact: mine and theirs | |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-0049)25WS-0049 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns *Using improved data and analytics to tailor timely collections contacts *Auditing large corporations and partnerships*Audits of high income and high net worth individuals *Information Document Requests *What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues | Tucker Michael J |
| 4/17/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-0077)25WS-0077 | *How to calculate a partner or S Corporation shareholder's basis*Form 7203 and an S Corporation shareholder's basis*The at risk basis rules and Form 6198 *The passive activity loss limits *The Section 461(l) loss rule*The net operating loss limitation rules *The Section 163(j) business interest limitation | Tucker Michael J |
| 4/25/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0069)25WS-0069 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | McAndrew Amy |
| 4/23/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-0059)25WS-0059 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0072)25WS-0072 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | Lenning Jeff |
| 4/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (25WS-0063)25WS-0063 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters | Carney Jason W |
| 4/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0048)25WS-0048 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques | Pulis Arthur |
| 4/16/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-0087)25WS-0087 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements *The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act | McAndrew Amy |
| 4/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-0058)25WS-0058 | * Using lookup functions as an alternative to direct cell references * Understand the limitations of the VLOOKUP function * Discover ways to move beyond these limitations | Lenning Jeff |
| 4/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-0067)25WS-0067 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries *The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary *How the age of death affects beneficiary options*The new early distribution penalty exceptions *Rollovers vs. transfers for spouse beneficiaries *Qualified charitable distributions (QCDs) for owners and beneficiaries *The "at least as rapidly" (ALAR) rule *New reduced rate for excess accumulation penalty on RMD failures *How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax *529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | Appleby Denise |
| 4/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing People Through Motivation (Webinar) (25WS-0083)25WS-0083 | *What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity*Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory*Learn how to drill down to what truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies | |
| 4/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (25WS-0042)25WS-0042 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors | Cornell Jason |
| 4/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0043)25WS-0043 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | McAndrew Amy |
| 4/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-0066)25WS-0066 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? | |
| 4/23/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0045)25WS-0045 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 4/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0046)25WS-0046 | *The federal transfer tax exemption for 2023 and 2024*What constitutes a valid will*Common trust vehicles often used to safeguard assets *Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | Tucker Michael J |
| 4/16/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0057)25WS-0057 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 4/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional & Effective Emails (Webinar) (25WS-0061)25WS-0061 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 4/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (25WI-0042)25WI-0042 | *Improving the use of VLOOKUP with MATCH and VALUE/TEXT*The IFERROR and IF functions | Lenning Jeff |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (25WI-0024)25WI-0024 | *A tour of the PowerBI.com interface
*Sharing data with Power Pivot and Power BI Desktop
*Creating visualizations and turning them into dashboards
*Sharing visualizations and dashboards with others | Smith Bryan |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation (Webinar) (25WI-0046)25WI-0046 | *Increasing efficiency using Excel*Different date functions in Excel | Lenning Jeff |
| 4/30/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (25WI-0054)25WI-0054 | *Creating PivotCharts*Pulling data from other sources | Lenning Jeff |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performing a Single Audit Under the Uniform Guidance (Webinar) (25WI-0038)25WI-0038 | *Fundamentals of a compliance audit performed under the Uniform Guidance*Identifying federal awards*Pass-through entities and subrecipients*Schedule of expenditure of federal awards (SEFA)*Determining major programs*Using the compliance supplement*Uniform guidance administrative requirements and cost principles*Testing internal control over compliance*Testing compliance | Galasso Melisa |
| 4/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (25WI-0049)25WI-0049 | *Creating reports and headers*Mapping tables*Error checking*Data validation | Lenning Jeff |
| 5/2/2025 | 1 - 4:30 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0031)25WI-0031 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | Oestriecher Anne Oestriecher Kurt G |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (25WI-0029)25WI-0029 | *5-step process for recognizing revenue | Rampulla Renee |
| 4/24/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Applying the Uniform Guidance in Your Single Audits (Webinar) (25WI-0045)25WI-0045 | *Introduction to single audits*Preparation of the schedule of expenditures of federal awards and determining major programs*Understanding, assessing, and testing internal control*Testing compliance with federal statutes and regulations and applicable requirements*Auditor reporting in a Uniform Guidance compliance audit*Program-specific audits*Administrative requirements and cost principles in a single audit | Galasso Melisa |
| 5/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (25WI-0053)25WI-0053 | *Displaying, sorting and filtering PivotTables | Lenning Jeff |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performing Preparation, Compilation and Review Engagements (Webinar) (25WI-0035)25WI-0035 | *Definition of an engagement*Forms, checklists and other documentation for preparing, compiling and reviewing engagements*Explanation of the differences between compilation and preparation engagements*Criteria of a compilation engagement and the entities where compilations can be performed*Criteria of a review engagement*Changes in level of service | Krause Daryl G |
| 4/24/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (Webinar) (25WI-0023)25WI-0023 | *Overview of preparation, compilation, and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects | Krause Daryl G |
| 4/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PCAOB Updates (Webinar) (25WI-0041)25WI-0041 | *Revisions to AS 2501
*New requirements of AS 1210
*The audit with other auditors | Oestriecher Anne Oestriecher Kurt G |
| 5/13/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (Webinar) (25WI-0016)25WI-0016 | *Auditor reporting standards
*Auditing Standards Board updates
*Ethics updates
*Common audit deficiencies
*SSARS and SSAE updates | Galasso Melisa |
| 4/14/2025 | 11 a.m. - 2:30 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (25WI-0018)25WI-0018 | *Review Power Pivot calculations (column calculations vs. measures)
*Create advanced DAX formulas
*Using a Date / Calendar table for data analysis
*The DAX calculation process | Smith Bryan |
| 4/15/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Auditing Financial Statements of ERISA Plans (Webinar) (25WI-0047)25WI-0047 | *Auditing the statement of net assets available for benefits
*Types and classification of common plan investments
*Plan investment audit procedures based upon type of audit and risk assessment
*Auditing the statement of changes in net assets available | Dummer Randy M |
| 5/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Documenting Your EBP Audit: What You Need to Know (Webinar) (25WI-0036)25WI-0036 | *Audit planning
*Risk assessment and control testing
*Documentation best practices for investments and notes receivable
*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense
*Participant data | Evans Alice |
| 4/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Conducting a Remote Audit (Webinar) (25WI-0025)25WI-0025 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing | Krause Daryl G |
| 4/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Multi-State Taxation: Tax Staff Essentials (Webinar) (25WI-0051)25WI-0051 | *Constitutional limits and P.L. 86-272
*Interstate activity, nexus, UDITPA, MTC
*Calculation of state taxable income
*Filing methods for multistate taxpayers
*Apportionment and allocation
*Multistate income tax planning | |
| 5/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PCAOB Updates (Webinar) (25WI-0030)25WI-0030 | *Revisions to AS 2501
*New requirements of AS 1210
*The audit with other auditors | Oestriecher Anne Oestriecher Kurt G |
| 4/24/2025 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 2: Working with PivotTables (Webinar) (25WI-0052)25WI-0052 | *PivotTable layouts*Structured table references*Calculated fields vs. calculated items | Lenning Jeff |
| 5/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Construction Contractors: Auditing Considerations (Webinar) (25WI-0026)25WI-0026 | *Auditing contractor accounting and revenue from contracts with customers
*Planning and risk assessment for construction contractors
*Key internal controls
*Substantive procedures for long-term contractors | Martin Joselin |
| 4/18/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Multi-State Taxation: Tax Staff Essentials (Webinar) (25WI-0028)25WI-0028 | *Constitutional limits and P.L. 86-272
*Interstate activity, nexus, UDITPA, MTC
*Calculation of state taxable income
*Filing methods for multistate taxpayers
*Apportionment and allocation
*Multistate income tax planning | |
| 4/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition, Financial Instruments and Leases (Webinar) (25WI-0034)25WI-0034 | *FASB accounting standards updates in financial instruments and leases
*Current Expected Credit Loss (CECL) module
*Lease obligation | Oestriecher Anne Oestriecher Kurt G |
| 4/24/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audits of Employee Benefit Plans Subject to ERISA (Webinar) (25WI-0043)25WI-0043 | *GAAP vs. ERISA reporting requirements*Audit planning *Risk assessment, including consideration of internal control*Auditing the statement of net assets available for benefits*Auditing the statement of changes in net assets available for benefits*Other auditing considerations, including prohibited transactions and tax compliance | Dummer Randy M |
| 5/14/2025 | 8 a.m. - 4 p.m. | Online | 8.5 CPE (8.5 tech, 0 non-tech) | |
| Governmental and Not-for-Profit Annual Update (Webinar) (25WI-0019)25WI-0019 | *GASB update
*Not-for-profit accounting update
*Revenue recognition in not-for-profits
*FASB's lease standard - FASB update
*Auditor's report and conforming changes
*Auditing Standards Board update
*SSARS and SSAE update
*Governmental audit | Galasso Melisa |
| 4/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition, Financial Instruments and Leases (Webinar) (25WI-0040)25WI-0040 | *FASB accounting standards updates in financial instruments and leases
*Current Expected Credit Loss (CECL) module
*Lease obligation | Oestriecher Anne Oestriecher Kurt G |
| 5/13/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (25WI-0044)25WI-0044 | *List comparisons*ISERROR Function*COUNTIFS and SUMIFS*Increase indent command | Lenning Jeff |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book: Staying Compliant With Government Auditing Standards (Webinar) (25WI-0039)25WI-0039 | *Foundation and principles for use and application of GAGAS*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and CPE*Quality control and peer review*Standards for financial audits*Standards for attestation and review engagements*Fieldwork and reporting standards for performance audits | |
| 5/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0021)25WI-0021 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review | |
| 4/16/2025 | 8 a.m. - 1:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| The Bottom Line on the New Lease Accounting Requirements (Webinar) (25WI-0027)25WI-0027 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions | Krause Daryl G |
| 4/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0055)25WI-0055 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review | |
| 6/12/2025 | 10:30 a.m. - 4 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (25WI-0050)25WI-0050 | *Creating PivotTables*PivotTable layouts and filters | Lenning Jeff |
| 5/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Property Transactions: Tax Staff Essentials (Webinar) (25WI-0032)25WI-0032 | *Sections 1231, 1245, 1250
*Depreciation recapture
*Capital gains and losses
*Non-recognition transactions | |
| 4/24/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (25WI-0022)25WI-0022 | *Tour of the Power BI Desktop interface
*Using Power BI Desktop to connect to data sources
*Available visualizations in Power BI Desktop
*Building interactivity into visualizations | Smith Bryan |
| 4/16/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (25WI-0017)25WI-0017 | *Data modeling in Power Pivot
*Using basic DAX to create calculations
*What are and when to use calculated columns and measures
*Using the data model in Power Pivot to create PivotTables
*Hierarchies in Power Pivot | Smith Bryan |
| 4/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (25WI-0037)25WI-0037 | *Section 199A qualified business income deduction
*Home office
*Hobby losses
*Self-employment health insurance
*Business start-up costs
*Depreciation
*Unreported income
*Schedule C issues
*Like-kind exchanges
*Self-employment tax | |
| 4/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leases: Mastering the New FASB Requirements (Webinar) (25WI-0020)25WI-0020 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements | Krause Daryl G |
| 4/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0048)25WI-0048 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | Oestriecher Kurt G Oestriecher Anne |
| 5/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current and Upcoming FASB Issues (Webinar) (25WI-0033)25WI-0033 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB presentation and disclosure projects | Oestriecher Kurt G Oestriecher Anne |
| 4/24/2025 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (25WA-0901)25WA-0901 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 5/1/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-0331)25WX-0331 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 4/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-0712)25WA-0712 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 4/25/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethics: Regulatory and Standards Update (Webinar) (25WX-0179)25WX-0179 | *Recent ethics standards changes that impact your practice.*Key regulatory changes and initiatives affecting CPAs and the future of the profession.*Emerging issues and standard-setting activity that could affect your practice.*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.*How failure to follow the standards can result in unwanted regulatory actions and publicity. | Henry Allison M. |
| 4/14/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1143)25WA-1143 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 5/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-1068)25WA-1068 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 5/7/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1507)25WA-1507 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/28/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1220)25WA-1220 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 5/14/2025 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-0311)25WX-0311 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 4/24/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2034)25WA-2034 | *Communication*Leadership*Character*Behavior | |
| 6/19/2025 | 6 - 7:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-0675)25WA-0675 | *Technology*Cybersecurity | Melloy Jon |
| 4/24/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-2243)25WA-2243 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/27/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-1390)25WA-1390 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 5/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-2022)25WA-2022 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/18/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1415)25WA-1415 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/23/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-1683)25WA-1683 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/5/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1357)25WA-1357 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-2018)25WA-2018 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 6/18/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-0964)25WA-0964 | *Accounting*Finance*Operations | Fountain Lynn |
| 5/3/2025 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Monthly Federal Tax Updates - April 2025 (Webinar) (25WX-0168)25WX-0168 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-1674)25WA-1674 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/5/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1706)25WA-1706 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2061)25WA-2061 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/20/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-1652)25WA-1652 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/4/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1083)25WA-1083 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/8/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2024 Tech Update (Webinar) (25WA-1043)25WA-1043 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations | Stephens Tommy G |
| 5/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1670)25WA-1670 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/5/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-2082)25WA-2082 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/20/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excel for Staff Level 2: Getting More Out of Excel (Webinar) (25WX-0357)25WX-0357 | *Overview of setting up spreadsheets for data analysis and how Excel Tables can help*Learning the importance of Consistent Column Calculations*How to use Conditional Formatting to highlight important information*How to leverage Excel Tables by analyzing them in PivotTables*Learning to leverage array formulas | Smith Bryan |
| 4/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-0607)25WA-0607 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 4/21/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1440)25WA-1440 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/24/2025 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-0544)25WA-0544 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 4/18/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1134)25WA-1134 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/10/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-0676)25WA-0676 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 4/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1880)25WA-1880 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2148)25WA-2148 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Shortcuts that Excel Users Love (Webinar) (25WX-0250)25WX-0250 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using *Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 4/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1914)25WA-1914 | *Communication | |
| 6/14/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-0635)25WA-0635 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 4/22/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-0421)25WA-0421 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1921)25WA-1921 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/14/2025 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-2156)25WA-2156 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/24/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-0266)25WX-0266 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | Nordlander Robert |
| 4/21/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1656)25WA-1656 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/4/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1202)25WA-1202 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/13/2025 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1523)25WA-1523 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 5/29/2025 | 6 - 7:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2186)25WA-2186 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/25/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0950)25WA-0950 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 5/3/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-2241)25WA-2241 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/27/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-0866)25WA-0866 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 4/30/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-0797)25WA-0797 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 4/28/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-1127)25WA-1127 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 5/9/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-2323)25WA-2323 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 6/30/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-0596)25WA-0596 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 4/19/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Listening to the Statement of Cash Flows (Webinar) (25WA-0481)25WA-0481 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | Harper Dr. Christopher |
| 4/16/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CPA Ethics in a Crisis World: Tales From the Front (Webinar) (25WX-0229)25WX-0229 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | Dilley Steven C |
| 4/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1567)25WA-1567 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/2/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-1363)25WA-1363 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 5/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1659)25WA-1659 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/5/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-1036)25WA-1036 | *Accounting and Finance | Fountain Lynn |
| 5/6/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-1987)25WA-1987 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 6/17/2025 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-0939)25WA-0939 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-1315)25WA-1315 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Tankersley Brian F Yoss Stephen M Stephens Tommy G Johnston Randolph P McClelland Lawrence A. |
| 5/19/2025 | 2 - 9:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1048)25WA-1048 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 5/6/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2150)25WA-2150 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/24/2025 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1149)25WA-1149 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 5/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-2182)25WA-2182 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/25/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Key Considerations For Setting Up a Crypto Payment System (Webinar) (25WX-0296)25WX-0296 | *Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mind*Specific steps, the opportunities, and the challenges connected with implementing a crypto payment system*Documenting accounting implications*External resources will be provided in order additional context and information | Stein Smith Sean |
| 4/23/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1852)25WA-1852 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0751)25WA-0751 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 4/26/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-1855)25WA-1855 | *Performance metrics*Budgets | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1917)25WA-1917 | *Communication*Leadership*Character*Behavior | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Financial Statement Analysis (Webinar) (25WA-0733)25WA-0733 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors | Harper Dr. Christopher |
| 4/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1423)25WA-1423 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 5/23/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1970)25WA-1970 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1416)25WA-1416 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/23/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1510)25WA-1510 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 5/28/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-2117)25WA-2117 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/21/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Excel Essentials For Staff Accountants (Webinar) (25WA-1029)25WA-1029 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks | Stephens Tommy G |
| 5/6/2025 | 6 p.m. - 1:40 a.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1392)25WA-1392 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 5/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-0509)25WA-0509 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/17/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| AI and You (Webinar) (25WA-0698)25WA-0698 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 4/24/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-0454)25WA-0454 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 4/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-0495)25WA-0495 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 4/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1704)25WA-1704 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/6/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-2131)25WA-2131 | *Emotional Intelligence*Communication*Teamwork | |
| 6/23/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-0295)25WX-0295 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 4/23/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1463)25WA-1463 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 5/26/2025 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-2257)25WA-2257 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/27/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-1124)25WA-1124 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 5/9/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-2016)25WA-2016 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 6/18/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Moving Beyond the Basics of Excel (Webinar) (25WX-0206)25WX-0206 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis | Harper Chris |
| 4/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Payroll Essentials: Payroll Returns Done Right (Webinar) (25WX-0355)25WX-0355 | *Introduction to common payroll taxes and related payroll forms*Filing out, reconciling, and filing payroll returns*Due dates and filing requirements | Bystrom Elizabeth A |
| 4/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-2089)25WA-2089 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/21/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-0541)25WA-0541 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 4/17/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Moving Beyond the Basics of Excel (Webinar) (25WA-0528)25WA-0528 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables | Harper Dr. Christopher |
| 4/17/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: Environmental, Social and Governance for Accountants (Webinar) (25WX-0194)25WX-0194 | *What is ESG?*Key Technology, Economic and Social Drivers of ESG*ESG Current Landscape*Issues in Shifting from Theory to Practice*COP26: Implications for the Accounting Profession*Technical Examples of ESG Reporting*The "S" in ESG: Social Metrics*The "G" in ESG: Governance Ethics*ESG as an Emerging Client Advisory Service*ESG Reporting Best Practices*ESG and Blockchain*Leading ESG Reporting Frameworks*ESG Certifications*Prominent ESG Software and Calculators*ESG Starter Strategy | Wasny Garrett |
| 4/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1625)25WA-1625 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/3/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1694)25WA-1694 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/6/2025 | 2 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1938)25WA-1938 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/14/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-2005)25WA-2005 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Power BI: Advanced Data Analytics with Power Pivot (Webinar) (25WX-0184)25WX-0184 | *Introduction to Excel Power BI Tools*Loading data into Power Pivot using data modeling*Creating "measures" using DAX functions and formulas*Using a date table to create time-intelligent measures*The DAX calculation process*TO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE | Smith Bryan |
| 4/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1527)25WA-1527 | *Technology*Cybersecurity | Melloy Jon |
| 5/29/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1459)25WA-1459 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 5/26/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1147)25WA-1147 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 5/10/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Review of the Uniform Guidance Requirements (Webinar) (25WX-0273)25WX-0273 | *Key auditor requirements in a Single Audit*Enhanced required reporting requirement in Single Audit related to internal control and compliance*Clarifications and examples of how to properly determine major federal programs*Key definitions related to Single Audit*Other important matters contained in the Uniform Guidance | Bradley Daniel W |
| 4/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-0728)25WA-0728 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Stephens Tommy G |
| 4/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1585)25WA-1585 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 6/2/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1724)25WA-1724 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Minges Don Mims Robert |
| 6/7/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-0575)25WA-0575 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 4/19/2025 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1340)25WA-1340 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 5/20/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-0602)25WA-0602 | *Business Management*Organization | Lindell James T |
| 4/21/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1280)25WA-1280 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 5/17/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| How to Audit Expenses and Payables (Webinar) (25WA-0793)25WA-0793 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment | |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1073)25WA-1073 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 5/8/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| K2's 2023 Six Essential Teams Features (Webinar) (25WA-0914)25WA-0914 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams | Clark Connie |
| 5/2/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1731)25WA-1731 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Measuring Audit Risks (Webinar) (25WA-0784)25WA-0784 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 4/28/2025 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1119)25WA-1119 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/9/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-1180)25WA-1180 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/12/2025 | 3 - 4:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1762)25WA-1762 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/9/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1426)25WA-1426 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 5/23/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-2283)25WA-2283 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/28/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-2140)25WA-2140 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 6/23/2025 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership Essentials: Tax Basis Capital Accounts (Webinar) (25WA-0529)25WA-0529 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts | Van Der Aa Douglas J |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1258)25WA-1258 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-0984)25WA-0984 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 5/5/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-1682)25WA-1682 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/5/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1483)25WA-1483 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 5/27/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-2165)25WA-2165 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 6/24/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-2253)25WA-2253 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/27/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-0269)25WX-0269 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 4/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1314)25WA-1314 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 5/19/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1078)25WA-1078 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 5/8/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1462)25WA-1462 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 5/26/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-0919)25WA-0919 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/2/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1712)25WA-1712 | *Emotions*Relationships | |
| 6/6/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (25WA-0927)25WA-0927 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online | Stephens Tommy G |
| 5/2/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-0613)25WA-0613 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 4/21/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Audit 305: Strengthening Substantive Analytic Procedures (Webinar) (25WX-0226)25WX-0226 | *How analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Disaggregating data to make more informed expectations*Evaluating the data used in generating expectations, including corroborating inquiry*Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained*Resolving significant differences resulting from analytic procedures and concluding on audit results | Louis Jennifer |
| 4/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (25WA-0893)25WA-0893 | *Information Technology*Artificial Intelligence (AI) | Yoss Stephen M |
| 5/1/2025 | 6 - 10:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-2292)25WA-2292 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/28/2025 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-2167)25WA-2167 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Minimizing Workplace Warfare (Webinar) (25WA-1107)25WA-1107 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 5/9/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-2163)25WA-2163 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/24/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1057)25WA-1057 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 5/7/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-2003)25WA-2003 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-1651)25WA-1651 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/4/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1886)25WA-1886 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-0493)25WA-0493 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 4/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1997)25WA-1997 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 6/18/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1112)25WA-1112 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/9/2025 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| The Successful Family Business (Webinar) (25WA-2300)25WA-2300 | *Business management*Organization | Lindell James T |
| 6/28/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-0700)25WA-0700 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 4/24/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1346)25WA-1346 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/20/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (25WA-0929)25WA-0929 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies | Stephens Tommy G |
| 5/2/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1594)25WA-1594 | *Business Management *Organization | Lindell James T |
| 6/3/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1079)25WA-1079 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 5/8/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-0608)25WA-0608 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 4/21/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1536)25WA-1536 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 5/30/2025 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1761)25WA-1761 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/9/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Now Is The Time to Automate (Webinar) (25WA-1316)25WA-1316 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls | Stephens Tommy G |
| 5/19/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1095)25WA-1095 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 5/8/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1947)25WA-1947 | *KPIs*Performance measures*Metrics | |
| 6/16/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-2144)25WA-2144 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 6/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-1061)25WA-1061 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 5/7/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-2075)25WA-2075 | *Accounting*Finance | Fountain Lynn |
| 6/20/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1109)25WA-1109 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 5/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-0337)25WX-0337 | *Building a high-performing team comprised of multi-generational workers.*How to effectively communicate with the millennial worker.*Leveraging younger staff in business development opportunities.*Measuring the productivity of a millennial workforce. | Louis Jennifer |
| 4/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1123)25WA-1123 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-2244)25WA-2244 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1505)25WA-1505 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 5/28/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-1405)25WA-1405 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 5/22/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-2282)25WA-2282 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/28/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-0223)25WX-0223 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | Harper Chris |
| 4/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-0310)25WX-0310 | *Review of the digital document signing process.*Key features to evaluate in selecting a solution.*Review and distinguish top selling e-signature applications.*Best practices for deploying e-signature software in your practice or business. | Higgins John H |
| 4/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1879)25WA-1879 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-0617)25WA-0617 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 4/21/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-2115)25WA-2115 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/21/2025 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1932)25WA-1932 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/14/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1417)25WA-1417 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 5/23/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-0802)25WA-0802 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 4/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1375)25WA-1375 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 5/21/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-0806)25WA-0806 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 4/29/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-1813)25WA-1813 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 3 - 4:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-0908)25WA-0908 | *Business Management*Organization | Lindell James T |
| 5/2/2025 | 11 a.m. - 2:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Audit 407: Auditing Contingencies and Going Concern (Webinar) (25WX-0316)25WX-0316 | *Overview of contingencies and related disclosures*Identifying and determining proper accounting treatment for litigation, claims and assessments*Evaluating the sufficiency of attorney's letter responses for audit evidence*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time*Auditing managements assumptions in making the going concern evaluation*Proper application of the liquidation basis of accounting | Louis Jennifer |
| 4/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-1044)25WA-1044 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Stephens Tommy G |
| 5/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1897)25WA-1897 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-0210)25WX-0210 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | Gohl Keely |
| 4/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Frameworks for Single Audit (Webinar) (25WA-0430)25WA-0430 | *Auditing*COSO 2013 Update | Galasso Melisa |
| 4/15/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial and Tax Accounting for Partnerships and LLCs (Webinar) (25WA-0487)25WA-0487 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC | Dilley Steven C |
| 4/16/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1114)25WA-1114 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 5/9/2025 | 11 p.m. - 12:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1080)25WA-1080 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 5/8/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1266)25WA-1266 | *Emotional Intelligence*Communication*Teamwork | |
| 5/16/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-0205)25WX-0205 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | McLeod Allison M. |
| 4/16/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-0962)25WA-0962 | *Accounting*Finance | Fountain Lynn |
| 5/3/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1618)25WA-1618 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/3/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Microsoft Teams Features Every User Should Know (Webinar) (25WX-0280)25WX-0280 | *Overview of the key Teams apps*Everything there is to know about composing messages in Teams*Using Teams to manage files, email messages and other content*Best practices for structuring your teams and channels*How to use "private" channels*How to use Teams as your primary phone system*Managing your Teams settings*Establishing links to other Microsoft 365 applications*Hosting a Teams meeting from A to Z | Higgins John H |
| 4/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-2250)25WA-2250 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/27/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1369)25WA-1369 | *Accounting*Finance*Operations | Fountain Lynn |
| 5/21/2025 | 11 p.m. - 12:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-0399)25WA-0399 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 4/14/2025 | 4 - 11:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-0942)25WA-0942 | *Communication*Leadership*Character*Behavior | |
| 5/3/2025 | 11 a.m. - 12:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-2092)25WA-2092 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Minges Don Mims Robert |
| 6/21/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1872)25WA-1872 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2071)25WA-2071 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/20/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1217)25WA-1217 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-2261)25WA-2261 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/27/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-1085)25WA-1085 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 5/8/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-1511)25WA-1511 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/28/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1700)25WA-1700 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/6/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Payroll Essentials: Fringe Benefits: Taxable or Not? (Webinar) (25WX-0302)25WX-0302 | *What is and what is not a fringe benefit*Payroll tax withholding rules on taxable fringe benefits*Payroll reporting on employee checks, payroll returns, and W-2s*What to watch for at year end and where to go to get resources | Bystrom Elizabeth A |
| 4/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1368)25WA-1368 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/21/2025 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2319)25WA-2319 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/30/2025 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-2126)25WA-2126 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/23/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-0423)25WA-0423 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 4/15/2025 | 7 - 9 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1460)25WA-1460 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 5/26/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1896)25WA-1896 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 6/13/2025 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0884)25WA-0884 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 5/1/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-0620)25WA-0620 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 4/22/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-1047)25WA-1047 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 5/6/2025 | 4 - 8 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1516)25WA-1516 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 5/29/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Machines Are Coming Alive and Ruling the World (Webinar) (25WX-0195)25WX-0195 | *What is the Internet of Things (IoT)? *IoT In Action*IoT Economic Impacts*How IoT Will Impact Accountants*Structured vs. Unstructured Data: The New Accounting Frontier*Leading IoT Challenges and Risks*Emerging IoT Business Models for Accountants*How to Monetize IoT*IoT Starter Strategy*IoT Case Studies | Wasny Garrett |
| 4/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1444)25WA-1444 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 5/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-1650)25WA-1650 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2025 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Shorten Month-End: Closing Best Practices (Webinar) (25WX-0361)25WX-0361 | *Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close*Review and discuss information systems' headaches that slow you down*Work through examples of close cycle "time killers" and how to resolve them*Get inventory and cost of sales under control*Identify the improvement projects that will yield the biggest benefit*Review what leading edge finance managers are doing to close more quickly | Daly John L |
| 4/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1110)25WA-1110 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 5/9/2025 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Auditing, SSARS and Attest Update (Webinar) (25WX-0200)25WX-0200 | *Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee*Recently issued New Quality Management Standards*Highlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards Board*Recap of recent changes and present common peer review findings and best practices to improve practice quality | Henry Allison M. |
| 4/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 408: Coaching Staff to Stay on the Right Track (Webinar) (25WX-0317)25WX-0317 | *Different ways to appropriately motivate others for performance, including nonmonetary awards*Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success*Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients*Giving constructive negative feedback to staff, including creating an action plan for improvement | Louis Jennifer |
| 4/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1965)25WA-1965 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/17/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-0959)25WA-0959 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 5/3/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-0251)25WX-0251 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 4/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1294)25WA-1294 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 5/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-1630)25WA-1630 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/3/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-1006)25WA-1006 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 5/5/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-1556)25WA-1556 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 5/31/2025 | 12 - 7:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1081)25WA-1081 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/8/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Project Management: Making Ideas a Reality (Webinar) (25WX-0182)25WX-0182 | *Applying project management templates to a sample initiative*Leveraging project management tools for effective communication | Mansfield Samantha |
| 4/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1554)25WA-1554 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 5/31/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-0668)25WA-0668 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 4/23/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| IRS Cybersecurity Checklist (Webinar) (25WA-1745)25WA-1745 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 6/7/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1742)25WA-1742 | *Emotions*Relationships | |
| 6/7/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-0632)25WA-0632 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 4/22/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-1253)25WA-1253 | *Accounting*Finance | Fountain Lynn |
| 5/15/2025 | 11 p.m. - 12:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1829)25WA-1829 | *Communication*Teamwork*Collaboration | |
| 6/11/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-1754)25WA-1754 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/9/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1156)25WA-1156 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 5/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1693)25WA-1693 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/6/2025 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Inflation Reduction Act of 2022: Review and Update (Webinar) (25WA-0418)25WA-0418 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation | Dilley Steven C |
| 4/14/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-2179)25WA-2179 | *Communication*Leadership*Character*Behavior | |
| 6/25/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1584)25WA-1584 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-2044)25WA-2044 | *Accounting and Finance | Fountain Lynn |
| 6/19/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-2123)25WA-2123 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/23/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-0724)25WA-0724 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 4/25/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2307)25WA-2307 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 6/30/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2153)25WA-2153 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/24/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1168)25WA-1168 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 5/12/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-0785)25WA-0785 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 4/28/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Essentials For Staff Accountants (Webinar) (25WA-1288)25WA-1288 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks | Stephens Tommy G |
| 5/17/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Risk Assessment: A Common Deficiency (Webinar) (25WA-0773)25WA-0773 | *Risk Assessment*Common Deficiencies | Galasso Melisa |
| 4/26/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1894)25WA-1894 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/13/2025 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-1808)25WA-1808 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/10/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1798)25WA-1798 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-2087)25WA-2087 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Key Tax Issues Facing Business and Industry (Webinar) (25WA-0736)25WA-0736 | *Update and review of recent and key tax developments impacting business and industry*Tax depreciation update and review*Research & Experimentation review and update*Interest expense deduction*Business losses*Travel and entertainment expense rules*Independent contractor vs. employee | Van Der Aa Douglas J |
| 4/25/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1979)25WA-1979 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/17/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data Visualization and Mapping Tools for Accountants (Webinar) (25WX-0231)25WX-0231 | *The new visually rich and post-literate world*Business case for data visualizations*Freely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word clouds*Excel Analytics Apps, Excel Dashboard Tips, PowerPoint Templates*Location Intelligence and Maps, sonification, synthetic media, leading software review portals*Video-conferencing and live broadcasting, screen and webcam recording, online presentation platforms*Image Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplaces*Mind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards | Wasny Garrett |
| 4/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1446)25WA-1446 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/26/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-0457)25WA-0457 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 4/16/2025 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-0666)25WA-0666 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 4/23/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1999)25WA-1999 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/18/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1174)25WA-1174 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 5/12/2025 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 2024 Business Tax Update with Steve Dilley (Webinar) (25WA-0420)25WA-0420 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S | Dilley Steven C |
| 4/14/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1703)25WA-1703 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/6/2025 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-0689)25WA-0689 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 4/24/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-0921)25WA-0921 | *Accounting*Finance | Fountain Lynn |
| 5/2/2025 | 4 - 5:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1473)25WA-1473 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 5/27/2025 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-2218)25WA-2218 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/26/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| SAS 145: Modern Risk-Based Auditing (Webinar) (25WA-0412)25WA-0412 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements | Harper Dr. Christopher |
| 4/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (25WA-0895)25WA-0895 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs | Tankersley Brian F |
| 5/1/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-0951)25WA-0951 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/3/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Next Generation Excel Reporting (Webinar) (25WA-0761)25WA-0761 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 4/26/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-2107)25WA-2107 | *Communication*Public Speaking*Presentation Skills | |
| 6/21/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Combating Internal Fraud (Webinar) (25WX-0349)25WX-0349 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud | Egnatoff Karl W |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-2296)25WA-2296 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1573)25WA-1573 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1581)25WA-1581 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (25WA-0915)25WA-0915 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use | Tankersley Brian F |
| 5/2/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1721)25WA-1721 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 6/7/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-0406)25WA-0406 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 4/14/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Modernized Bookkeeping for the CPA (Webinar) (25WA-0799)25WA-0799 | *How to structure/offer repeated services without stretching yourself thin*Types of Tech Stack you should include in your firm*Managing client expectations and building your workflows around them | |
| 4/28/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-2306)25WA-2306 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/28/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1021)25WA-1021 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 5/6/2025 | 8 a.m. - 12:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-2256)25WA-2256 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/27/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1792)25WA-1792 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1333)25WA-1333 | *Business Management *Organization | Lindell James T |
| 5/20/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-0517)25WA-0517 | *Accounting*Finance | Fountain Lynn |
| 4/17/2025 | 3 - 4:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1492)25WA-1492 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 5/28/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How Successful CPAs Use AI The Right Way (Webinar) (25WX-0274)25WX-0274 | *Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPT*The role that five powerful principles - the principles of ethical intelligence - play in using AI the right way*Short writing exercises (30 seconds each) that will deepen your understanding of the topic*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence | Weinstein Bruce |
| 4/22/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-2324)25WA-2324 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/30/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1552)25WA-1552 | *Business Management*Organization | Lindell James T |
| 5/31/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-2220)25WA-2220 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/26/2025 | 6 - 10:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1335)25WA-1335 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 5/20/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1276)25WA-1276 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 5/17/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1542)25WA-1542 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 5/30/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-2134)25WA-2134 | *Communication*Teamwork*Collaboration | |
| 6/23/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1430)25WA-1430 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 5/23/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-0930)25WA-0930 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Stephens Tommy G |
| 5/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-0979)25WA-0979 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 5/5/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-0634)25WA-0634 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 4/22/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 402: Audit Quality Control - Avoid Peer Review Issues (Webinar) (25WX-0276)25WX-0276 | *Common peer review deficiencies that quality control reviewers should be alert to*Important considerations of second-level and other upper-level reviewers*Lessons learned from various regulatory oversight reviews*Statement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations | Louis Jennifer |
| 4/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1414)25WA-1414 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/23/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Inflation Reduction Act of 2022: Explanation and Planning (Webinar) (25WX-0339)25WX-0339 | *Key provisions for individual taxpayers - deductions and credits*Key provisions for business taxpayers - new taxes, deductions, and credits*Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation | Dilley Steven C |
| 4/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-0589)25WA-0589 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 4/19/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1437)25WA-1437 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | McLeod Allison M. Minges Don |
| 5/24/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-2312)25WA-2312 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/30/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-1181)25WA-1181 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 5/12/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-0625)25WA-0625 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 4/22/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-1678)25WA-1678 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-0249)25WX-0249 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation. | Haig Walter J |
| 4/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1975)25WA-1975 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Successful Family Business (Webinar) (25WA-0768)25WA-0768 | *Business management*Organization | Lindell James T |
| 4/26/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-2333)25WA-2333 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/30/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1865)25WA-1865 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/12/2025 | 2 - 4:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-2295)25WA-2295 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/28/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Guide to Sampling: Part 2 (Webinar) (25WA-0821)25WA-0821 | *Sampling*ICFR*Single Audit Sampling | Galasso Melisa |
| 4/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Best Practices (Webinar) (25WA-1027)25WA-1027 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 5/6/2025 | 5 p.m. - 12:40 a.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-0327)25WX-0327 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | Harper Chris |
| 4/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-0265)25WX-0265 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 4/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-0452)25WA-0452 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 4/15/2025 | 6 - 8 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-0268)25WX-0268 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | Peters David R. |
| 4/21/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (25WA-0534)25WA-0534 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation | Dilley Steven C |
| 4/17/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1836)25WA-1836 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/11/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1481)25WA-1481 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/27/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Let's Meet at the Intersection of Fraud and Ethics (Webinar) (25WA-0833)25WA-0833 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | Harper Dr. Christopher |
| 4/29/2025 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1727)25WA-1727 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1691)25WA-1691 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 6/5/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-0943)25WA-0943 | *Emotional Intelligence*Communication*Teamwork | |
| 5/3/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Advanced Googling for Accountants (Webinar) (25WX-0309)25WX-0309 | *Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies | Wasny Garrett |
| 4/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-1177)25WA-1177 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/12/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-0828)25WA-0828 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Stephens Tommy G |
| 4/29/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1309)25WA-1309 | *Communication*Feedback*Management*Leadership | |
| 5/19/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-0201)25WX-0201 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.*Best practices for organically attracting candidates to your company and team.*Strategic talent networking opportunities.*Essential considerations of employee advocacy and brand building using LinkedIn.*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies. | |
| 4/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2095)25WA-2095 | *Business Management*Organization | Lindell James T |
| 6/21/2025 | 1 - 4:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-2212)25WA-2212 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-0729)25WA-0729 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Stephens Tommy G |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-1398)25WA-1398 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 5/22/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-0438)25WA-0438 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 4/15/2025 | 1 - 3:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-1355)25WA-1355 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 5/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Accounting Update in a Post COVID-19 World (Webinar) (25WA-0480)25WA-0480 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management | Harper Dr. Christopher |
| 4/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1770)25WA-1770 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/9/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1735)25WA-1735 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-1042)25WA-1042 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Stephens Tommy G |
| 5/6/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (25WA-0484)25WA-0484 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes | Van Der Aa Douglas J |
| 4/16/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-0977)25WA-0977 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/5/2025 | 12 - 1:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Beware the Tax Enforcers: How the US Prosecutes Tax Evaders (Webinar) (25WX-0380)25WX-0380 | *Overview of the Tax Division's role and responsibilities*Civil litigation and appellate cases in the Tax Division*Criminal investigations and prosecutions of tax law violations*Protecting the public fisc through affirmative civil litigation*Encouraging voluntary compliance with tax laws*Ensuring fair and uniform enforcement of tax laws*Collaboration with other federal agencies in tax law enforcement | Wasny Garrett |
| 4/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-2160)25WA-2160 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/24/2025 | 2 - 2:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1056)25WA-1056 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 5/7/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-0178)25WX-0178 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*Common peer review findings.*Practice tips for high-quality engagements. | Henry Allison M. |
| 4/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-0759)25WA-0759 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 4/26/2025 | 1 - 8:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-1224)25WA-1224 | *Accounting*Finance | Fountain Lynn |
| 5/14/2025 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1994)25WA-1994 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 6/18/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1329)25WA-1329 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 5/20/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Managing Your Money in Retirement (Webinar) (25WA-1243)25WA-1243 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 5/15/2025 | 3 - 6 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-2112)25WA-2112 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/21/2025 | 9 - 11:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial Acumen for the HR Professional (Webinar) (25WA-0624)25WA-0624 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 4/22/2025 | 5 - 6:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1522)25WA-1522 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Now Is The Time to Automate (Webinar) (25WA-0911)25WA-0911 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls | Stephens Tommy G |
| 5/2/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Tax Practice Strategies in a Crisis World (Webinar) (25WA-0741)25WA-0741 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | Dilley Steven C |
| 4/25/2025 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-0388)25WA-0388 | *Communication*Leadership*Character*Behavior | |
| 4/14/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-0626)25WA-0626 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 4/22/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1847)25WA-1847 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 6/11/2025 | 8 - 11:45 a.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-2068)25WA-2068 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1262)25WA-1262 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-0691)25WA-0691 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/24/2025 | 6 - 7:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1263)25WA-1263 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 5/16/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-0555)25WA-0555 | *Accounting*Sales*Collections | Fountain Lynn |
| 4/18/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2090)25WA-2090 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 6/21/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1949)25WA-1949 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/16/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (25WA-0641)25WA-0641 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint | Harper Dr. Christopher |
| 4/22/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1966)25WA-1966 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/17/2025 | 8 - 9:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1438)25WA-1438 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-1184)25WA-1184 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/12/2025 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-2062)25WA-2062 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/20/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1657)25WA-1657 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/4/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1616)25WA-1616 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/3/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-2121)25WA-2121 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/21/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-1453)25WA-1453 | *Audit Evidence*Digital | Critcher Melissa G |
| 5/26/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1826)25WA-1826 | *Emotional Intelligence*Communication*Teamwork | |
| 6/11/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1270)25WA-1270 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 5/16/2025 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1385)25WA-1385 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 5/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1214)25WA-1214 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 8 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-0603)25WA-0603 | *Business Management*Organization | Lindell James T |
| 4/21/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-0696)25WA-0696 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 4/24/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1298)25WA-1298 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/17/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1737)25WA-1737 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/7/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1871)25WA-1871 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-0846)25WA-0846 | *Communication*Leadership*Character*Behavior | |
| 4/30/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1121)25WA-1121 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 5/9/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Practice Ethical Challenges and Circular 230 (Webinar) (25WA-0642)25WA-0642 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees | Van Der Aa Douglas J |
| 4/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 2024 Business Federal Tax Update (Webinar) (25WA-0618)25WA-0618 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 4/21/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Controls That Could Have Prevented Frauds (Webinar) (25WA-0526)25WA-0526 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | Harper Dr. Christopher |
| 4/17/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1797)25WA-1797 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Omniverse and Metaverse for Accountants (Webinar) (25WX-0213)25WX-0213 | *Brief History of Experience-Sharing Technologies*Omniverse and Metaverse Basics*The Enterprise Metaverse*Leading Case Studies and Platforms to Date*Non-Fungible Tokens*Digital Twins*Immersive Learning*Remote Presence*Reality Editors and Product Experience*Visual Inspection*Synthetic Media*Immersive Experiences*Holodeck Technology*Universal Basic Reality*Metaverse Starter Strategy for Accountants | Wasny Garrett |
| 4/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-0392)25WA-0392 | *Change management*Leadership | |
| 4/14/2025 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-0978)25WA-0978 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 5/5/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-0726)25WA-0726 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Stephens Tommy G |
| 4/25/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-0623)25WA-0623 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Minges Don Mims Robert |
| 4/22/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Psychology of Fraud (Webinar) (25WA-1901)25WA-1901 | *Fraud*Fraud Triangle | Cotton David L |
| 6/14/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-0518)25WA-0518 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/17/2025 | 4 - 5:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-1367)25WA-1367 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| Benefits and Best Practices for Telework (Webinar) (25WA-0660)25WA-0660 | *Business Management*Hybrid work options | |
| 4/23/2025 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-0649)25WA-0649 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 4/22/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (25WA-0897)25WA-0897 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 5/1/2025 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-0991)25WA-0991 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 5/5/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2151)25WA-2151 | *Business Management*Organization | Lindell James T |
| 6/24/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-0371)25WX-0371 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | Egnatoff Karl W |
| 4/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1308)25WA-1308 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 5/19/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-2191)25WA-2191 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/25/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-0401)25WA-0401 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 4/14/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1332)25WA-1332 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 5/20/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1418)25WA-1418 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/23/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-2023)25WA-2023 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2060)25WA-2060 | *Business Management*Organization | Lindell James T |
| 6/20/2025 | 11 a.m. - 2:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (25WA-0531)25WA-0531 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions | Van Der Aa Douglas J |
| 4/17/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-0548)25WA-0548 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What's Changing in Risk Assessment (Webinar) (25WA-0818)25WA-0818 | *Risk Assessment*Internal Controls*SAS 145 | Galasso Melisa |
| 4/29/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-0503)25WA-0503 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 4/17/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Topic 842: Implementing Leases Workshop (Webinar) (25WA-0824)25WA-0824 | *Leases*Topic 842*Recognition & Measurement | Galasso Melisa |
| 4/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1587)25WA-1587 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/2/2025 | 1:30 - 3:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (25WA-0535)25WA-0535 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules | Dilley Steven C |
| 4/17/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excel: From a Blank Sheet to a Finished Workbook (Webinar) (25WX-0303)25WX-0303 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel | Smith Bryan |
| 4/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 FASB Update and Review (Webinar) (25WA-0478)25WA-0478 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB | Harper Dr. Christopher |
| 4/16/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-1327)25WA-1327 | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | Stephens Tommy G |
| 5/19/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1760)25WA-1760 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/9/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-0591)25WA-0591 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | Stephens Tommy G |
| 4/19/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1502)25WA-1502 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 5/28/2025 | 8 - 8:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-0522)25WA-0522 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 4/17/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1904)25WA-1904 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/14/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1084)25WA-1084 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 5/8/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-2194)25WA-2194 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/25/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1017)25WA-1017 | *Fraud*Fraud Triangle | Cotton David L |
| 5/6/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1273)25WA-1273 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 5/16/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-0986)25WA-0986 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/5/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (25WA-0717)25WA-0717 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 4/25/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-0212)25WX-0212 | *Definition and Benefits of Ethical Performance Management*Setting Standards/Goal setting*Preparing and Conducting the Appraisal Interview*Legal Considerations in Performance Management*Avoiding Rater Bias*Feedback and Coaching | |
| 4/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Staff Retention Keep the Best People (Webinar) (25WA-1854)25WA-1854 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/12/2025 | 2 - 5 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-2072)25WA-2072 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/20/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1186)25WA-1186 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 5/13/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Staff Retention Keep the Best People (Webinar) (25WA-1244)25WA-1244 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 5/15/2025 | 2 - 5 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-1868)25WA-1868 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/12/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-2045)25WA-2045 | *Accounting and Finance | Fountain Lynn |
| 6/19/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-0256)25WX-0256 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | Paperny Justin |
| 4/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| A Practical Guide to Trusts (Webinar) (25WA-2322)25WA-2322 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 6/30/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1998)25WA-1998 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/18/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-1439)25WA-1439 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/24/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1655)25WA-1655 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/4/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-0539)25WA-0539 | *Retaliation protections*Speak up culture*Ethical culture | |
| 4/17/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Employment Law 101 (Webinar) (25WA-0471)25WA-0471 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 4/16/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1063)25WA-1063 | *Emotions*Relationships | |
| 5/7/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-2287)25WA-2287 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/28/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-2236)25WA-2236 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/27/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-2183)25WA-2183 | *Change management*Leadership | |
| 6/25/2025 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-2200)25WA-2200 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-0749)25WA-0749 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/26/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-2157)25WA-2157 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/24/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Fiduciary Accounting: Fundamentals and Rules (Webinar) (25WA-0643)25WA-0643 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements | Van Der Aa Douglas J |
| 4/22/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-0934)25WA-0934 | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | Stephens Tommy G |
| 5/2/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1204)25WA-1204 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/13/2025 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Exploring the New Lease Accounting Standard (Webinar) (25WX-0301)25WX-0301 | *What is a lease?*Recognition and measurement of lease assets and liabilities Impact on lessors and lessees*Disclosures and transition rules*Effective dates | Harper Chris |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Implementing System Changes: Success Planning and Leadership (Webinar) (25WX-0345)25WX-0345 | *Setting the stage for a successful implementation*Assigning the right resources*Creating and utilizing a project plan*Communicating effectively*Providing post implementation support*Recognizing the wins*Capturing lessons learned | Layton Anita |
| 4/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-0937)25WA-0937 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 5/2/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-0922)25WA-0922 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 5/2/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1820)25WA-1820 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/11/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-0186)25WX-0186 | *Developments at the PCAOB.*Recent trends in SEC comment letters.*Enforcement actions and administrative proceedings.*Conclusions and predictions for the future. | Louis Jennifer |
| 4/14/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-0864)25WA-0864 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 4/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1911)25WA-1911 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/14/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1662)25WA-1662 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (25WA-0969)25WA-0969 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 5/3/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-2181)25WA-2181 | *Emotional Intelligence*Communication*Teamwork | |
| 6/25/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Modernized Bookkeeping for the CPA (Webinar) (25WA-1160)25WA-1160 | *How to structure/offer repeated services without stretching yourself thin*Types of Tech Stack you should include in your firm*Managing client expectations and building your workflows around them | |
| 5/10/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-1389)25WA-1389 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 5/21/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1860)25WA-1860 | *Communication*Feedback*Management*Leadership | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-0845)25WA-0845 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 4/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-1408)25WA-1408 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-0800)25WA-0800 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 4/28/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1019)25WA-1019 | *Communication*Public Speaking*Presentation Skills | |
| 5/6/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Internal Control Best Practices (Webinar) (25WA-0790)25WA-0790 | *Internal Controls*Frameworks | Galasso Melisa |
| 4/28/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-2205)25WA-2205 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/26/2025 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-1292)25WA-1292 | *Audit Evidence*Digital | Critcher Melissa G |
| 5/17/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Peer Reviews of SSARS Engagements (Webinar) (25WX-0347)25WX-0347 | *Basic requirements of an engagement review.*Qualifications for serving as a peer reviewer.*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.*Common engagement review findings and tips for passing peer review. | Henry Allison M. |
| 4/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1053)25WA-1053 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 5/7/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1277)25WA-1277 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 5/17/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-0442)25WA-0442 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 4/15/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0849)25WA-0849 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 4/30/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Accounting Solutions Mid-Market (Webinar) (25WA-0894)25WA-0894 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions | Tankersley Brian F |
| 5/1/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1714)25WA-1714 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-2219)25WA-2219 | *KPIs*Performance measures*Metrics | |
| 6/26/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-0995)25WA-0995 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 5/5/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1514)25WA-1514 | *Competitive bids*Achieving target profitability | Daly John L |
| 5/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-0601)25WA-0601 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 4/21/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1240)25WA-1240 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-1562)25WA-1562 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 5/31/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Real Estate Professionals: Passive Activity Rules (Webinar) (25WA-0842)25WA-0842 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction | Dilley Steven C |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 The Digital Home (Webinar) (25WA-0577)25WA-0577 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 4/19/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-1565)25WA-1565 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 5/31/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-1679)25WA-1679 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 6 - 7:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-2057)25WA-2057 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/19/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-1649)25WA-1649 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2025 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1493)25WA-1493 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-1323)25WA-1323 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | Stephens Tommy G |
| 5/19/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-0745)25WA-0745 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 4/25/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-2143)25WA-2143 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-1297)25WA-1297 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/17/2025 | 10 - 11:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1733)25WA-1733 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Accounting for Related Party Transactions (Webinar) (25WX-0173)25WX-0173 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities.*Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.*Review the tax accounting related taxpayer standards.*Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards. | Dilley Steven C |
| 4/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AI and You (Webinar) (25WA-2084)25WA-2084 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 6/20/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1973)25WA-1973 | *Communication*Teamwork*Collaboration | |
| 6/17/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-0852)25WA-0852 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 4/30/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-0400)25WA-0400 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 4/14/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1431)25WA-1431 | *Retaliation protections*Speak up culture*Ethical culture | |
| 5/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-0385)25WX-0385 | *How to recognize burnout and evaluate where you are on the burnout scale.*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.*How mindfulness can reduce stress and save time.*Silencing the critical inner voice.*Tools to help you become more attuned to your needs and emotions.*How attending to and regulating your nervous system impacts your mood and well-being. | |
| 4/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-2069)25WA-2069 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/20/2025 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0944)25WA-0944 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 5/3/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-0474)25WA-0474 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 4/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1540)25WA-1540 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 5/30/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-1099)25WA-1099 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 5/8/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1018)25WA-1018 | *Communication*Feedback*Management*Leadership | |
| 5/6/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1993)25WA-1993 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 6/18/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-0667)25WA-0667 | *Retaliation protections*Speak up culture*Ethical culture | |
| 4/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1845)25WA-1845 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 6/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (25WA-0758)25WA-0758 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 4/26/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Impact of ESG Matters on Financial Reporting and Audits (Webinar) (25WX-0228)25WX-0228 | *Overview of the impact environmental, social, and governance (ESG) matters have on the financial world*Evolving guidance from the AICPA and other stand-setters related to ESG matters*Risks of material misstatement in financial statements and related disclosures emerging from ESG matters | Louis Jennifer |
| 4/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (25WA-0838)25WA-0838 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: travel status, simplified per diem*"Directly related to" and associated with" tests*Facility vs. activity expenses*9 exceptions to Section 274*Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates | Van Der Aa Douglas J |
| 4/29/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-0598)25WA-0598 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 4/19/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1104)25WA-1104 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 5/9/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1996)25WA-1996 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Minges Don Mims Robert |
| 6/18/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1811)25WA-1811 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/10/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-1033)25WA-1033 | *Accounting*Finance*Auditing | Fountain Lynn |
| 5/6/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's 2023 Top PDF Features You Should Know (Webinar) (25WA-1200)25WA-1200 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 5/13/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1218)25WA-1218 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-0609)25WA-0609 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 4/21/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-1000)25WA-1000 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 5/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1054)25WA-1054 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 5/7/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-2285)25WA-2285 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-2053)25WA-2053 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 6/19/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Improve Design and Productivity with Excel Tables (Webinar) (25WX-0286)25WX-0286 | *What Excel Tables are and why they are important*Learn how to create Excel Tables from scratch*Master the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers*Learn how Excel Tables uses structured reference formulas to create accurate calculations*How Excel Tables increase spreadsheet creation productivity | Smith Bryan |
| 4/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1926)25WA-1926 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/14/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Successful Family Business (Webinar) (25WA-1067)25WA-1067 | *Business management*Organization | Lindell James T |
| 5/7/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-2264)25WA-2264 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-0614)25WA-0614 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 4/21/2025 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-0342)25WX-0342 | *Financial Modeling with ChatGPT Integration*Advanced Ratio Analysis Techniques*Risk Assessment and Scenario Analysis*Valuation Methods and ChatGPT Applications*Utilizing Performance Metrics in Financial Analysis*Data Analysis and Interpretation with AI*Investment Analysis Enhanced by ChatGPT | Wasny Garrett |
| 4/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1130)25WA-1130 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 5/10/2025 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1146)25WA-1146 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 5/10/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1709)25WA-1709 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/6/2025 | 8 - 9:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-0550)25WA-0550 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1154)25WA-1154 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 5/10/2025 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1635)25WA-1635 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/4/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-0748)25WA-0748 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 4/25/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1165)25WA-1165 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/12/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mail Fraud and Wire Fraud: Why Business Owners go to Prison (Webinar) (25WX-0272)25WX-0272 | *What is fraud?*How business owners become vulnerable to charges for mail fraud and wire fraud*What business leaders know about how communications can lead to criminal charges*Discussion of actual fraud cases involving business leaders that went to prison for wire fraud.*Federal sentencing guidelines*Sentencing for mail fraud and wire fraud convictions | Paperny Justin |
| 4/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1784)25WA-1784 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/10/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How To Get Your Firm Highly Ranked on the Map and Search Pages in Your Area (Webinar) (25WA-0532)25WA-0532 | *Understanding how Local SEO works*Google Business Profile basics*The importance of reviews | |
| 4/17/2025 | 12:30 - 1:35 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-1689)25WA-1689 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1774)25WA-1774 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/9/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Why Cybersecurity Matters to CPAs (Webinar) (25WX-0358)25WX-0358 | *Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their success*Specific cybersecurity controls that help prevent fraud and support data integrity of financial reports*How an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets | |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-0338)25WX-0338 | *Summary of the impact of fraud on entities worldwide.*Common fraud schemes and typical median losses that result.*How smaller entity fraud risk differs from those of larger entities.*The statistical profile of the most common fraud perpetrator.*The most effective methods for preventing and detecting fraud.*Cybersecurity risk management trends and best practices. | Louis Jennifer |
| 4/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-2164)25WA-2164 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/24/2025 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-0586)25WA-0586 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 4/19/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fixing Your Chart of Accounts (Webinar) (25WX-0306)25WX-0306 | *Current Chart of Accounts Best Practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorization*Fixing Your Current Chart of Accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes | Daly John L |
| 4/24/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0882)25WA-0882 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 5/1/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Communication Skills for CPAs (Webinar) (25WA-0639)25WA-0639 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | Harper Dr. Christopher |
| 4/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-0996)25WA-0996 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 5/5/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1611)25WA-1611 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/3/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting and Auditing for Cryptocurrency (Webinar) (25WA-0662)25WA-0662 | *Cryptocurrency*Ditigal assets | |
| 4/23/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1082)25WA-1082 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 5/8/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1359)25WA-1359 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-2171)25WA-2171 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-0973)25WA-0973 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 5/5/2025 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Payroll Essentials: The Payroll Cycle of Life (Webinar) (25WX-0258)25WX-0258 | *A general review of compensation and payroll taxes from a broad perspective*A walk through of the payroll process*Explanations and examples of payroll processing, payroll tax deposits, and payroll returns*Resources, recommendations, and guidance on compensation, payroll and payroll related topics | Bystrom Elizabeth A |
| 4/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (25WA-0756)25WA-0756 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs | Tankersley Brian F |
| 4/26/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-2073)25WA-2073 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/20/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-0909)25WA-0909 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 5/2/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1614)25WA-1614 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/3/2025 | 6 - 8:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1957)25WA-1957 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/16/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-1233)25WA-1233 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 5/14/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-2099)25WA-2099 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work Life Balance in a Complex World (Webinar) (25WX-0188)25WX-0188 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | Seigneur Ronald L |
| 4/15/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-0542)25WA-0542 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 4/18/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-2331)25WA-2331 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/30/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-0202)25WX-0202 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to “keep up” with the upheaval. | Egnatoff Karl W |
| 4/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-0679)25WA-0679 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 4/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-0460)25WA-0460 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 4/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-0781)25WA-0781 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 4/28/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-0323)25WX-0323 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | Peters David R. |
| 4/25/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1393)25WA-1393 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 5/22/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1532)25WA-1532 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 5/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Resolving Ethical Conflicts (Webinar) (25WA-1902)25WA-1902 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1955)25WA-1955 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0653)25WA-0653 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Karwic Richard A Minges Don |
| 4/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Giving Feedback that Delivers Results (Webinar) (25WA-0628)25WA-0628 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 4/22/2025 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1910)25WA-1910 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/14/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-2098)25WA-2098 | *Performance metrics*Budgets | Daly John L |
| 6/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1343)25WA-1343 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 5/20/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1734)25WA-1734 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-0196)25WX-0196 | *Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions | Spalding Albert D |
| 4/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1944)25WA-1944 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/16/2025 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-1457)25WA-1457 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 5/26/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-2147)25WA-2147 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 6/24/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Elevating the Role (Webinar) (25WA-0988)25WA-0988 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/5/2025 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| S Corporations: How to Calculate Shareholder Basis (Webinar) (25WA-0840)25WA-0840 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1133)25WA-1133 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/10/2025 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-1632)25WA-1632 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/4/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1950)25WA-1950 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/16/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-1088)25WA-1088 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 5/8/2025 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-0826)25WA-0826 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | Stephens Tommy G |
| 4/29/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1588)25WA-1588 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/2/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-1252)25WA-1252 | *Accounting and Finance | Fountain Lynn |
| 5/15/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| AI and You (Webinar) (25WA-0933)25WA-0933 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 5/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-1222)25WA-1222 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/14/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1773)25WA-1773 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/9/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What's Going on at the GASB (Webinar) (25WX-0204)25WX-0204 | *GASB 100, Accounting Changes and Error Corrections.*GASB 101, Compensated Absences.*GASB standards coming down the pike. | Galasso Melisa |
| 4/15/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-0928)25WA-0928 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | Stephens Tommy G |
| 5/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-0570)25WA-0570 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 4/19/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (25WA-0891)25WA-0891 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice | Johnston Randolph P |
| 5/1/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1281)25WA-1281 | *Communication | |
| 5/17/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-0611)25WA-0611 | *Emotions*Relationships | |
| 4/21/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1476)25WA-1476 | *Emotional Intelligence*Communication*Teamwork | |
| 5/27/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (25WA-0718)25WA-0718 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 4/25/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-0711)25WA-0711 | *Communication*Public Speaking*Presentation Skills | |
| 4/25/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-2174)25WA-2174 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-0940)25WA-0940 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 5/3/2025 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1496)25WA-1496 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 5/28/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-0472)25WA-0472 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 4/16/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-0860)25WA-0860 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 4/30/2025 | 2 - 9:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2275)25WA-2275 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/28/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Guide to Depreciating and Expensing Business Assets (Webinar) (25WA-0416)25WA-0416 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules | Dilley Steven C |
| 4/14/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1598)25WA-1598 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/3/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-1378)25WA-1378 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-2015)25WA-2015 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/18/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-2293)25WA-2293 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/28/2025 | 9 - 9:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1887)25WA-1887 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/13/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-1293)25WA-1293 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 5/17/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-2004)25WA-2004 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 6/18/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-0910)25WA-0910 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Tankersley Brian F Yoss Stephen M McClelland Lawrence A. Stephens Tommy G Johnston Randolph P |
| 5/2/2025 | 12 - 7:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Controls for Small and Medium-Sized Entities (Webinar) (25WA-0411)25WA-0411 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs | Harper Dr. Christopher |
| 4/14/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1744)25WA-1744 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-0590)25WA-0590 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 4/19/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Controls for Small and Medium-Sized Entities (Webinar) (25WA-0869)25WA-0869 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs | Harper Dr. Christopher |
| 4/30/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1930)25WA-1930 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/14/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-0699)25WA-0699 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/24/2025 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-1013)25WA-1013 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 5/5/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1978)25WA-1978 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/17/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-1960)25WA-1960 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 6/16/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1170)25WA-1170 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/12/2025 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-2302)25WA-2302 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/28/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-0538)25WA-0538 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 4/17/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-0954)25WA-0954 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 5/3/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-2280)25WA-2280 | *Coaching*Effective Communication | Lindell James T |
| 6/28/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-0459)25WA-0459 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 4/16/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Business Tax Update with Steve Dilley (Webinar) (25WA-0878)25WA-0878 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S | Dilley Steven C |
| 4/30/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1697)25WA-1697 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/6/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-1125)25WA-1125 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 5/9/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1306)25WA-1306 | *Business Management*Organization | Lindell James T |
| 5/19/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-0556)25WA-0556 | *Accounting*Finance | Fountain Lynn |
| 4/18/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-0963)25WA-0963 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/3/2025 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Independence and Conflicts of Interest (Webinar) (25WX-0373)25WX-0373 | *AICPA Code of Conduct: Independence, Conflicts of Interest, *Case Study: Olympus*Case Study: Buca di Beppo | McLeod Allison M. |
| 4/30/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-0177)25WX-0177 | *Introduction: "Bumper Sticker Ethics" *Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | Spalding Albert D |
| 4/14/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WA-0731)25WA-0731 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | Harper Dr. Christopher |
| 4/25/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-2006)25WA-2006 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1525)25WA-1525 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 5/29/2025 | 8 - 9:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-0475)25WA-0475 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 4/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1716)25WA-1716 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/6/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-2050)25WA-2050 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/19/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1596)25WA-1596 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/3/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-0967)25WA-0967 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 5/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1445)25WA-1445 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 5/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-2187)25WA-2187 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/25/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1990)25WA-1990 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/17/2025 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1781)25WA-1781 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/9/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-1012)25WA-1012 | *Employment Data*Talent Strategy | |
| 5/5/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Financial Statement Fraud (Webinar) (25WA-0659)25WA-0659 | *Financial statement fraud | |
| 4/23/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-0543)25WA-0543 | *Competitive bids*Achieving target profitability | Daly John L |
| 4/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-2201)25WA-2201 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/26/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-2040)25WA-2040 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-0445)25WA-0445 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 4/15/2025 | 11 - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-0968)25WA-0968 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 5/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-0462)25WA-0462 | *Performance target design*Target testing | |
| 4/16/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-2043)25WA-2043 | *Accounting*Finance | Fountain Lynn |
| 6/19/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-2214)25WA-2214 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/26/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1986)25WA-1986 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/17/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1474)25WA-1474 | *Communication*Leadership*Character*Behavior | |
| 5/27/2025 | 6 - 7:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Audit 302: Planning Effective and Efficient Audits (Webinar) (25WX-0191)25WX-0191 | *Overview of the audit process*Linking risk of material misstatement to the detailed audit plan*Tailoring standard audit programs based on assessed risk*Engagement team discussion agenda items and best practices*Evaluating the appropriateness of audit evidence*Common efficiency considerations by audit area | Louis Jennifer |
| 4/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Controls Over Compliance vs. Compliance (Webinar) (25WA-0762)25WA-0762 | *Internal Controls Over Compliance*Compliance*Single Audits | Galasso Melisa |
| 4/26/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1371)25WA-1371 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/21/2025 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-0631)25WA-0631 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 4/22/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-0255)25WX-0255 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | Harper Chris |
| 4/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-2008)25WA-2008 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 6/18/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-0778)25WA-0778 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/28/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| All About Fraud: Examples, Prevention and Auditing (Webinar) (25WA-0844)25WA-0844 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention | Galasso Melisa |
| 4/29/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1580)25WA-1580 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/2/2025 | 8 - 9:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1981)25WA-1981 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/17/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Love it or Leave It: Engagement and Retention at Work (Webinar) (25WX-0175)25WX-0175 | *Ethical Values and Engagement and Retention*Enhancing Employee engagement*Strategic/Intentional Actions to Enhance Retention*Generation X | |
| 4/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-0519)25WA-0519 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/17/2025 | 2 - 3:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-2325)25WA-2325 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/30/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-0502)25WA-0502 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 4/17/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-2297)25WA-2297 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/28/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1878)25WA-1878 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 11 a.m. - 7:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-1558)25WA-1558 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 5/31/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-1228)25WA-1228 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/14/2025 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2093)25WA-2093 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/21/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2024 Tech Update (Webinar) (25WA-0727)25WA-0727 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations | Stephens Tommy G |
| 4/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-0377)25WX-0377 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | Gohl Keely |
| 4/30/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-2108)25WA-2108 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/21/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-0305)25WX-0305 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.*Data Loading: Efficiently loading data into the Power BI data model.*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why. | Smith Bryan |
| 4/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-0708)25WA-0708 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 4/25/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-0714)25WA-0714 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 4/25/2025 | 2 - 4:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1877)25WA-1877 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/13/2025 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1621)25WA-1621 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 6/3/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-2085)25WA-2085 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/20/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-2021)25WA-2021 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/18/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1915)25WA-1915 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/14/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (25WA-0486)25WA-0486 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries | Van Der Aa Douglas J |
| 4/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1060)25WA-1060 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 5/7/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1545)25WA-1545 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 5/30/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1066)25WA-1066 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 5/7/2025 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-0451)25WA-0451 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 4/15/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1191)25WA-1191 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 5/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2276)25WA-2276 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 6/28/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Business Consulting for CPAs (Webinar) (25WA-0906)25WA-0906 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/2/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-0233)25WX-0233 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | Higgins John H |
| 4/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Audit 303: Internal Controls - Required Communications (Webinar) (25WX-0208)25WX-0208 | *The required communication of internal control matters noted on an audit*Evaluating the severity of identified deficiencies, including consideration of qualitative considerations*Importance of placing a priority on being a value-added business advisor*Anticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or compliance*Components of a well-written internal control comment*Better writing tips and techniques | Louis Jennifer |
| 4/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-0466)25WA-0466 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 4/16/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| A Guide to Sampling: Part 1 (Webinar) (25WA-0433)25WA-0433 | *Sampling*Monetary Unit Sampling | Galasso Melisa |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-0610)25WA-0610 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 4/21/2025 | 12 - 12:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-1176)25WA-1176 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/12/2025 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Financial Accounting for Related Party Transactions (Webinar) (25WA-0743)25WA-0743 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards | Dilley Steven C |
| 4/25/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1874)25WA-1874 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-2281)25WA-2281 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/28/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-1812)25WA-1812 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 9 - 10:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-0694)25WA-0694 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 4/24/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Payroll Essentials: Getting to Know Payroll Taxes (Webinar) (25WX-0225)25WX-0225 | *The various types of payroll taxes related to compensation*Payroll calculations related to the various of payroll taxes*Introduction to common payroll forms*Resources, recommendations, and guidance on compensation and payroll related topics | Bystrom Elizabeth A |
| 4/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1864)25WA-1864 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/12/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-0880)25WA-0880 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Creating a High Performance Culture - Post Pandemic (Webinar) (25WX-0235)25WX-0235 | *Why Culture Matters*Workforce Challenges*Creating a High Performance Culture*Practical Tools | |
| 4/17/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1488)25WA-1488 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 5/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (25WA-1194)25WA-1194 | *Information Technology*Artificial Intelligence (AI) | Yoss Stephen M |
| 5/13/2025 | 4 - 8:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1783)25WA-1783 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/9/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-1303)25WA-1303 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Stephens Tommy G |
| 5/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1477)25WA-1477 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 5/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1883)25WA-1883 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/13/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-1087)25WA-1087 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 5/8/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-0408)25WA-0408 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 4/14/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1756)25WA-1756 | *Business Management*Organization | Lindell James T |
| 6/9/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-2170)25WA-2170 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1835)25WA-1835 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/11/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1179)25WA-1179 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 5/12/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-0771)25WA-0771 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 4/26/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1568)25WA-1568 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/2/2025 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1526)25WA-1526 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 5/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment and Internal Control (Webinar) (25WA-0772)25WA-0772 | *Risk Assessment*Internal Controls*Common Deficiencies | Galasso Melisa |
| 4/26/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-2299)25WA-2299 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/28/2025 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1805)25WA-1805 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/10/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-0545)25WA-0545 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 4/18/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-1381)25WA-1381 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1159)25WA-1159 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 5/10/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1667)25WA-1667 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-0779)25WA-0779 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 4/28/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-0297)25WX-0297 | *Underlying concepts of internal control*The importance of control measure interdependency | Egnatoff Karl W |
| 4/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-0469)25WA-0469 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 4/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-2237)25WA-2237 | *Fraud*Fraud Triangle | Cotton David L |
| 6/27/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-1250)25WA-1250 | *Accounting*Finance | Fountain Lynn |
| 5/15/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-2195)25WA-2195 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/25/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Section 174: New Rules for the R&E Deduction (Webinar) (25WA-0740)25WA-0740 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes | Dilley Steven C |
| 4/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1257)25WA-1257 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 5/15/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1433)25WA-1433 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 5/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1668)25WA-1668 | *Change management*Leadership | |
| 6/5/2025 | 6 - 7:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1782)25WA-1782 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-2177)25WA-2177 | *Performance metrics*Budgets | Daly John L |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-2188)25WA-2188 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/25/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-2001)25WA-2001 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/18/2025 | 12 - 1:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-0777)25WA-0777 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 4/28/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-2249)25WA-2249 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-0192)25WX-0192 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 4/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-2317)25WA-2317 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Nonprofit Taxation Rules and Form 990 (Webinar) (25WA-0839)25WA-0839 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) | Dilley Steven C |
| 4/29/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-2042)25WA-2042 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/19/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-1377)25WA-1377 | *Quality Management Standards*Risk Management*Compliance and Adoption | |
| 5/21/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-0390)25WA-0390 | *Emotional Intelligence*Communication*Teamwork | |
| 4/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1424)25WA-1424 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 5/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Business Tax Update for Industry (Webinar) (25WA-0533)25WA-0533 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments | Van Der Aa Douglas J |
| 4/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1924)25WA-1924 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-0291)25WX-0291 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | Wasny Garrett |
| 4/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-0578)25WA-0578 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 4/19/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-2298)25WA-2298 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/28/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1758)25WA-1758 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Microsoft 365 Deployment Best Practices (Webinar) (25WX-0264)25WX-0264 | *Overview of the "core" Microsoft 365 apps and how they integrate with each other*Review of the key deployment decisions to be made*Identifying the important settings to establish in the key apps*Establishing organizational policies for using Microsoft 365*Developing a plan to educate your team members on how to integrate the apps into their business processes*Understanding the role of the Admin app and system administration*Planning for Microsoft Copilot for 365 AI capabilities | Higgins John H |
| 4/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1743)25WA-1743 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Crawford Frank W Pembrook Chris |
| 6/7/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-0477)25WA-0477 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 4/16/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-2260)25WA-2260 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/27/2025 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1806)25WA-1806 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/10/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1171)25WA-1171 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 5/12/2025 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Instant Audit? Just Add Risk Assessment (Webinar) (25WA-0409)25WA-0409 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation | Harper Dr. Christopher |
| 4/14/2025 | 2 - 2:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1639)25WA-1639 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/4/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-1466)25WA-1466 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-0680)25WA-0680 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 4/24/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-0881)25WA-0881 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 5/1/2025 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1370)25WA-1370 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 5/21/2025 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1022)25WA-1022 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 5/6/2025 | 8 - 10:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1163)25WA-1163 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/12/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Practical Insights Gleaned from the AICPA's Code of Conduct (Webinar) (25WX-0254)25WX-0254 | *Evolution of relevant professional guidance *Independence provisions *Vernacular used in the AICPA Code of Professional Conduct *Conflicts of interest *Offering/accepting gifts or entertainment *Acts discreditable to the profession | Harper Chris |
| 4/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1952)25WA-1952 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/16/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-1361)25WA-1361 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnerships: How to Calculate Partner Basis (Webinar) (25WX-0260)25WX-0260 | *How to calculate the basis when the entity is formed, including the impact of contributed property*Explains the use of both "inside" and "outside" basis determination*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis*Comprehensive example to illustrate the mechanics of the basis determination process*Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest | Dilley Steven C |
| 4/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-1403)25WA-1403 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 5/22/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-2262)25WA-2262 | *Accounting*Finance | Fountain Lynn |
| 6/27/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-2010)25WA-2010 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/18/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Professional Skepticism for the Public Accountant (Webinar) (25WA-0868)25WA-0868 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset | Harper Dr. Christopher |
| 4/30/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1831)25WA-1831 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-2149)25WA-2149 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Minges Don Levy John F |
| 6/24/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Introduction to Ethics and Professional Skepticism (Webinar) (25WA-0766)25WA-0766 | *Code of Professional Conduct*Fraud*Professional Skepticism | |
| 4/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit GAAP Update (Webinar) (25WA-0794)25WA-0794 | *NAC*CECL | Galasso Melisa |
| 4/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1971)25WA-1971 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/17/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-0468)25WA-0468 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 4/16/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1456)25WA-1456 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 5/26/2025 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2289)25WA-2289 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/28/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1091)25WA-1091 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 5/8/2025 | 12 - 8 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-0463)25WA-0463 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 4/16/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-0701)25WA-0701 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 4/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1863)25WA-1863 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/12/2025 | 6 - 10:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-1653)25WA-1653 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/4/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (25WA-0827)25WA-0827 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies | Stephens Tommy G |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 403: Fraud Trends - Applying Real-Life Lessons (Webinar) (25WX-0289)25WX-0289 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse*Real-life examples of fraud in nonpublic entity and nonprofit environments.*Cyber-security risks of fraud | Louis Jennifer |
| 4/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1663)25WA-1663 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/5/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-2332)25WA-2332 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/30/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-2120)25WA-2120 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/21/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-0957)25WA-0957 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 5/3/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Monthly Federal Tax Updates - April 2025 (Webinar) (25WX-0252)25WX-0252 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-0998)25WA-0998 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 5/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-1259)25WA-1259 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 5/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-0955)25WA-0955 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/3/2025 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-1387)25WA-1387 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 5/21/2025 | 4 - 6 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1664)25WA-1664 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/5/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-0574)25WA-0574 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 4/19/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Roadmap to Ethical Decision Making (Webinar) (25WX-0333)25WX-0333 | *Review the AICPA's Code of Professional Conduct.*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.*Discuss the principles of professional conduct.*Address compliance with professional standards.*Use case studies to address circumstances that may create threats to independence. | Harper Chris |
| 4/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1583)25WA-1583 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Management in Challenging Times (Webinar) (25WX-0383)25WX-0383 | *Building trust*Providing valuable feedback*Techniques for active listening | Elder Jennifer H |
| 4/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 AICPA Regulatory Ethics Update (Webinar) (25WA-0820)25WA-0820 | *NOCLAR*529 Plans*Recently Issued Interpretations | Galasso Melisa |
| 4/29/2025 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Professional Skepticism for the Public Accountant (Webinar) (25WA-0410)25WA-0410 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset | Harper Dr. Christopher |
| 4/14/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding the Form 990 and its Preparation Prerequisites (Webinar) (25WX-0257)25WX-0257 | *Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators | Borenstein Eve R |
| 4/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-1100)25WA-1100 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/8/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-2235)25WA-2235 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-2185)25WA-2185 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/25/2025 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1065)25WA-1065 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 5/7/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1787)25WA-1787 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | McLeod Allison M. Minges Don |
| 6/10/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1822)25WA-1822 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/11/2025 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-1330)25WA-1330 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Minges Don Mims Robert |
| 5/20/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1148)25WA-1148 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 5/10/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1506)25WA-1506 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 5/28/2025 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-0564)25WA-0564 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 4/18/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1908)25WA-1908 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/14/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: What a CPA in Public Practice Needs to Know (Webinar) (25WX-0234)25WX-0234 | *Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice | Spalding Albert D |
| 4/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-0169)25WX-0169 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | McLeod Allison M. |
| 4/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit GAAP Update (Webinar) (25WX-0174)25WX-0174 | *Accounting Standard Updates issued by the FASB.*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. | Galasso Melisa |
| 4/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1995)25WA-1995 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Daly John L Berry Robert |
| 6/18/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-1249)25WA-1249 | *Accounting*Finance*Auditing | Fountain Lynn |
| 5/15/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1468)25WA-1468 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 5/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1595)25WA-1595 | *Accounting*Leadership*Management | Lindell James T |
| 6/3/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-0216)25WX-0216 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 4/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-1645)25WA-1645 | *Accounting*Finance | Fountain Lynn |
| 6/4/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1884)25WA-1884 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/13/2025 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-2207)25WA-2207 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/26/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0259)25WX-0259 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | Louis Jennifer |
| 4/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1223)25WA-1223 | *Accounting*Sales*Collections | Fountain Lynn |
| 5/14/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-2330)25WA-2330 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/30/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accountants, Meet Chatbot: Starting ChatGPT Conversations (Webinar) (25WX-0243)25WX-0243 | *ChatGPT Basics*Custom Instructions*Playground*OpenAI API Key*ChatGPT in Bing*ChatGPT in Excel*Microsoft 365 Copilot*ChatGPT in Google Sheets*ChatGPT in Google Docs*Plugins*Code Interpreter*Using ChatGPT for Financial Analysis*ChatGPT File Uploader*ChatPDF | Wasny Garrett |
| 4/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1802)25WA-1802 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 6/10/2025 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-0890)25WA-0890 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 5/1/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1856)25WA-1856 | *Emotional Intelligence*Communication*Teamwork | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Start a Forensic Accounting Practice with Confidence (Webinar) (25WX-0282)25WX-0282 | *What equipment is needed to start a forensic accounting practice*The common services needed by clients*Using your current skillset, identify the type of services you can provide*How to market your services to a particular segment of possible clients*Best practices in starting a forensic accounting practice | Nordlander Robert |
| 4/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-0436)25WA-0436 | *Accounting*Finance*Operations | Fountain Lynn |
| 4/15/2025 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-0521)25WA-0521 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1898)25WA-1898 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Minges Don Levy John F |
| 6/14/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1519)25WA-1519 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1461)25WA-1461 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 5/26/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Self-Rental Real Estate Passive Activity Rules (Webinar) (25WA-0841)25WA-0841 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 4/29/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Teaching CPAs to be Better Thinkers (Webinar) (25WX-0203)25WX-0203 | *Decluttering your mind for clarity and mental bandwidth*"Micro-habits" that transform judgment and decision-making*A "thinking audit" process that will change your world*Using "gamification" to solve tough dilemmas*The science of trust*How to see patterns others don't see*Regulating and optimizing your mental resources*High-stakes decision making | Groves Toby L. |
| 4/15/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1866)25WA-1866 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/12/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-0354)25WX-0354 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | Harper Chris |
| 4/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporation Essentials: Review and Update (Webinar) (25WA-0837)25WA-0837 | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*Basis of indebtedness*S corporation open account debt*Limitation of deduction of losses*AAA and distributions | Van Der Aa Douglas J |
| 4/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-0187)25WX-0187 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:*partners*staff*clients*Banking relationships*Malpractice insurance | Seigneur Ronald L |
| 4/15/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-0690)25WA-0690 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/24/2025 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 2024 Partnership Essentials: Review and Update (Webinar) (25WA-0836)25WA-0836 | *Recent legislative, rules and tax developments impacting partnerships and their partners*Transfer of partnership interests*TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense*Importance of capital accounts*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner capital accounts* Effect of the Ceiling Rule*Alternative and Remedial Methods*Effect on financial capital accounts*Tax basis capital accounts | Van Der Aa Douglas J |
| 4/29/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1164)25WA-1164 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/12/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-0405)25WA-0405 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 4/14/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-1096)25WA-1096 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 5/8/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-1050)25WA-1050 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 5/6/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-0629)25WA-0629 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Crawford Frank W Pembrook Chris |
| 4/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1669)25WA-1669 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/5/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 OneDrive's Best Practices (Webinar) (25WA-1317)25WA-1317 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 5/19/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-2158)25WA-2158 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/24/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Audit 405: Designing Internal Controls for Smaller Entities (Webinar) (25WX-0307)25WX-0307 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements | Louis Jennifer |
| 4/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-0972)25WA-0972 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 5/5/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1111)25WA-1111 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 5/9/2025 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Coaching Skills That Improve Performance (Webinar) (25WA-0658)25WA-0658 | *Coaching*Effective Communication | Lindell James T |
| 4/23/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-1688)25WA-1688 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/5/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-1512)25WA-1512 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-0300)25WX-0300 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 4/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-0803)25WA-0803 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 4/28/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-0703)25WA-0703 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 4/24/2025 | 4 - 6 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-1101)25WA-1101 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/8/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-1452)25WA-1452 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 5/26/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1064)25WA-1064 | *Languages of appreciation*Appreciation strategies | |
| 5/7/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-0671)25WA-0671 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 4/24/2025 | 6 - 7:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1609)25WA-1609 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/3/2025 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-0395)25WA-0395 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 4/14/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-1619)25WA-1619 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/3/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1152)25WA-1152 | *Technology*Cybersecurity | Melloy Jon |
| 5/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1450)25WA-1450 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 5/26/2025 | 5 - 8 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-2086)25WA-2086 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1394)25WA-1394 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 5/22/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-0571)25WA-0571 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 4/19/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-0686)25WA-0686 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 4/24/2025 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1077)25WA-1077 | *Technology*Cybersecurity | Melloy Jon |
| 5/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-0633)25WA-0633 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 4/22/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Single Audit Update (Webinar) (25WA-0792)25WA-0792 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies | Galasso Melisa |
| 4/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Modernized Bookkeeping for the CPA (Webinar) (25WA-2234)25WA-2234 | *How to structure/offer repeated services without stretching yourself thin*Types of Tech Stack you should include in your firm*Managing client expectations and building your workflows around them | |
| 6/26/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-1041)25WA-1041 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 5/6/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-2326)25WA-2326 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 6/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-0710)25WA-0710 | *Communication*Feedback*Management*Leadership | |
| 4/25/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Independence Requirements for Auditors (Webinar) (25WA-0789)25WA-0789 | *Independence*Threats*Safeguards | Galasso Melisa |
| 4/28/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1696)25WA-1696 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/6/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cybersecurity Fundamentals for CPAs (Webinar) (25WX-0298)25WX-0298 | *Top cloud security threats and how to protect against them*Data security best practices and how to implement them*Types of cloud services and how to choose a good vendor*Effective password management and multi-factor authentication for accounts*Home network and device security practices | |
| 4/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0397)25WA-0397 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 4/14/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1720)25WA-1720 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 6/7/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Contract and Procurement Fraud (Webinar) (25WA-0572)25WA-0572 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 4/19/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and the ELI5 Approach for Accounting Professionals (Webinar) (25WX-0244)25WX-0244 | *Understanding the ELI5 Approach*60 Variations of the ELI5 Method*Application of the ELI5 Approach in Accounting*ELI5 Case Studies*Strategies for Implementing the ELI5 Approach*Using ChatGPT to Enhance ELI5 Communication*Role of Accountants in Leveraging the ELI5 Approach | Wasny Garrett |
| 4/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-0587)25WA-0587 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 4/19/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-0456)25WA-0456 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 4/16/2025 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-2054)25WA-2054 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/19/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Organizational Effectiveness and Communication (Webinar) (25WA-2105)25WA-2105 | *Communication | |
| 6/21/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-1382)25WA-1382 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-2019)25WA-2019 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 6/18/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-1654)25WA-1654 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 6/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1246)25WA-1246 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 5/15/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-0594)25WA-0594 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 4/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-0672)25WA-0672 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 4/24/2025 | 2 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-2242)25WA-2242 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/27/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1954)25WA-1954 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/16/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1486)25WA-1486 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/27/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Guide to Depreciating and Expensing Business Assets (Webinar) (25WA-0874)25WA-0874 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules | Dilley Steven C |
| 4/30/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-2226)25WA-2226 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/26/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1849)25WA-1849 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-2049)25WA-2049 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/19/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-0318)25WX-0318 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | Dilley Steven C |
| 4/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-0329)25WX-0329 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | Smith Bryan |
| 4/26/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (25WA-0752)25WA-0752 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice | Johnston Randolph P |
| 4/26/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1642)25WA-1642 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/4/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-2248)25WA-2248 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-1175)25WA-1175 | *Accounting*Finance | Fountain Lynn |
| 5/12/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1499)25WA-1499 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 5/28/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 2024 Annual Update for Governments and Not-for-Profits (Webinar) (25WA-0765)25WA-0765 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management | Galasso Melisa |
| 4/26/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-1559)25WA-1559 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 5/31/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-0588)25WA-0588 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 4/19/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-1365)25WA-1365 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 5/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-1232)25WA-1232 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 5/14/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-1255)25WA-1255 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/15/2025 | 8 - 9:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-0918)25WA-0918 | *Accounting*Finance | Fountain Lynn |
| 5/2/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1386)25WA-1386 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-0440)25WA-0440 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 4/15/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-0722)25WA-0722 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 4/25/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2066)25WA-2066 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/20/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1548)25WA-1548 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 5/30/2025 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-2162)25WA-2162 | *Languages of appreciation*Appreciation strategies | |
| 6/24/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Partnerships and S Corporations: How to Calculate Basis (Webinar) (25WA-0489)25WA-0489 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting | Dilley Steven C |
| 4/16/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1395)25WA-1395 | *Communication | |
| 5/22/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1636)25WA-1636 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 6/4/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1931)25WA-1931 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/14/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1899)25WA-1899 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/14/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-2311)25WA-2311 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/30/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Consideration of Fraud in a Financial Statement Audit (Webinar) (25WX-0372)25WX-0372 | *The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement Audit*Reviewing the components of the fraud triangle*A Fraud Prevention Checklist to be used by auditors and shared with their clients*A review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entities*Other important matters covered in AU-C 240 | Bradley Daniel W |
| 4/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1475)25WA-1475 | *Communication*Leadership*Character*Behavior | |
| 5/27/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-0795)25WA-0795 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 4/28/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1570)25WA-1570 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-1401)25WA-1401 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/22/2025 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1289)25WA-1289 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/17/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-0511)25WA-0511 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 4/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1209)25WA-1209 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 5/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1503)25WA-1503 | *Emotions*Relationships | |
| 5/28/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-1818)25WA-1818 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-1373)25WA-1373 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 5/21/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-0678)25WA-0678 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 4/24/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Real Estate Tax Update (Webinar) (25WA-0737)25WA-0737 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones | Van Der Aa Douglas J |
| 4/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WA-0444)25WA-0444 | *Internal Controls*Walkthroughs*Documentation | |
| 4/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ESOPs as a Succession Strategy (Webinar) (25WA-1348)25WA-1348 | *Succession Planning*Employee Benefits*Tax Advantages | |
| 5/20/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethic of Self-Esteem For Women (Webinar) (25WX-0379)25WX-0379 | *Self-Esteem: What is it?*Belief systems*Benefits of High Self Esteem*Minimizing traps of low Self Esteem*Components of High Self Esteem | |
| 4/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-1406)25WA-1406 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 5/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-1302)25WA-1302 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Stephens Tommy G |
| 5/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-2316)25WA-2316 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/30/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 OneDrive's Best Practices (Webinar) (25WA-0814)25WA-0814 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 4/29/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1072)25WA-1072 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 5/8/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-0999)25WA-0999 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 5/5/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-2135)25WA-2135 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/23/2025 | 1 - 2:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 2024 Governmental GAAP Update (Webinar) (25WA-0664)25WA-0664 | *Compensated Absences*Error Corrections*Accounting Changes | Galasso Melisa |
| 4/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel: Advanced Formatting to Improve Your Spreadsheets (Webinar) (25WX-0299)25WX-0299 | *Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes | Smith Bryan |
| 4/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Communicating Financial Information to Non-Accountants (Webinar) (25WX-0336)25WX-0336 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically | Daly John L |
| 4/28/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1108)25WA-1108 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-0453)25WA-0453 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 4/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0855)25WA-0855 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 4/30/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-2097)25WA-2097 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Introduction to Forensic Data Analytics (Webinar) (25WA-2222)25WA-2222 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/26/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-0923)25WA-0923 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/2/2025 | 1 - 2:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-0559)25WA-0559 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/18/2025 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-0683)25WA-0683 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 4/24/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1544)25WA-1544 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 5/30/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2180)25WA-2180 | *Communication*Leadership*Character*Behavior | |
| 6/25/2025 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1345)25WA-1345 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 5/20/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-0656)25WA-0656 | *Accounting*Leadership*Management | Lindell James T |
| 4/23/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1448)25WA-1448 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 5/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1578)25WA-1578 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/2/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-2176)25WA-2176 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/25/2025 | 10 a.m. - 1 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-2067)25WA-2067 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/20/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1413)25WA-1413 | *Fraud*Fraud Triangle | Cotton David L |
| 5/23/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-2318)25WA-2318 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/30/2025 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-1391)25WA-1391 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 5/21/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Successful Family Business (Webinar) (25WA-1347)25WA-1347 | *Business management*Organization | Lindell James T |
| 5/20/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2070)25WA-2070 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/20/2025 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-2197)25WA-2197 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/25/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-0448)25WA-0448 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1137)25WA-1137 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 5/10/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1436)25WA-1436 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1850)25WA-1850 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-0997)25WA-0997 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | Stephens Tommy G |
| 5/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2065)25WA-2065 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/20/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-1234)25WA-1234 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-1007)25WA-1007 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 5/5/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1498)25WA-1498 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-0576)25WA-0576 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 4/19/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-0981)25WA-0981 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/5/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-2310)25WA-2310 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 6/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Making Culture A Competitive Advantage (Webinar) (25WA-0697)25WA-0697 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 4/24/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1241)25WA-1241 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 5/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Accounting and Auditing Update for Small Businesses (Webinar) (25WA-0822)25WA-0822 | *FRF for SMEs*Quality Management*Private Company Council | Galasso Melisa |
| 4/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Year-End Tax Planning: Thinking Outside the Box (Webinar) (25WA-0738)25WA-0738 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Tax provision and extensions*Timing income and deductions*Alternative minimum tax (AMT) issues | Van Der Aa Douglas J |
| 4/25/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1795)25WA-1795 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-2231)25WA-2231 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/26/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-2238)25WA-2238 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/27/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1058)25WA-1058 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 5/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-1380)25WA-1380 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | Stephens Tommy G |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1888)25WA-1888 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/13/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-2014)25WA-2014 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/18/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1637)25WA-1637 | *Communication*Feedback*Management*Leadership | |
| 6/4/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1412)25WA-1412 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 5/23/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-0985)25WA-0985 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 5/5/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-0593)25WA-0593 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 4/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-2063)25WA-2063 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/20/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1608)25WA-1608 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/3/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0320)25WX-0320 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | Higgins John H |
| 4/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-1465)25WA-1465 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/26/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-0270)25WX-0270 | *The importance of values*Identifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | Paperny Justin |
| 4/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-0402)25WA-0402 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 4/14/2025 | 12 - 7:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-1687)25WA-1687 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/5/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-2002)25WA-2002 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1256)25WA-1256 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 5/15/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1925)25WA-1925 | *Languages of appreciation*Appreciation strategies | |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2032)25WA-2032 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Minges Don Mims Robert |
| 6/19/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1707)25WA-1707 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/6/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1075)25WA-1075 | *Technology*Cybersecurity | Melloy Jon |
| 5/8/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Risk Assessment for Small Business Audits (Webinar) (25WX-0214)25WX-0214 | *Each element of the risk assessment process:*Understanding the client's business and industry in which it operates*Internal control*Assessing the magnitude and likelihood of risk*Linking risk assessment to substantive audit procedures | |
| 4/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-1686)25WA-1686 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-2106)25WA-2106 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/21/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1658)25WA-1658 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/4/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Consulting Services Secrets (Webinar) (25WA-0769)25WA-0769 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 4/26/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1074)25WA-1074 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 5/8/2025 | 6 - 7:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-2077)25WA-2077 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-0585)25WA-0585 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 4/19/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-2308)25WA-2308 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/30/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Performance Management: Hiring to Retiring (Webinar) (25WA-0600)25WA-0600 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 4/19/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-0580)25WA-0580 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/19/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 503: Management - Being a Balanced Leader-Manager (Webinar) (25WX-0375)25WX-0375 | *Differentiating between managing and leading, while highlighting the importance of each*Assessing your own natural management and leadership style*Adapting management and leadership styles to the specific circumstances*Becoming a catalyst for positive change*Overcoming barriers to successfully managing and leading*Successfully engaging in difficult conversations to minimize performance issues and conflict | Louis Jennifer |
| 4/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-1644)25WA-1644 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/4/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-2038)25WA-2038 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/19/2025 | 8 a.m. - 12:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-0646)25WA-0646 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 4/22/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Webinar) (25WX-0288)25WX-0288 | *We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken-because it will be both entertaining and rich in content! | Weinstein Bruce |
| 4/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1138)25WA-1138 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 5/10/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-2007)25WA-2007 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-1035)25WA-1035 | *Accounting and Finance | Fountain Lynn |
| 5/6/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1040)25WA-1040 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 5/6/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-2035)25WA-2035 | *Communication*Feedback*Management*Leadership | |
| 6/19/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forgotten Managerial Accounting Tools (Webinar) (25WA-0479)25WA-0479 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis | Harper Dr. Christopher |
| 4/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-0513)25WA-0513 | *Accounting*Finance*Auditing | Fountain Lynn |
| 4/17/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (25WA-0536)25WA-0536 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 4/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1173)25WA-1173 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 5/12/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2096)25WA-2096 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/21/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-1501)25WA-1501 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 5/28/2025 | 8 - 9:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0938)25WA-0938 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Karwic Richard A Minges Don |
| 5/3/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-0516)25WA-0516 | *Accounting and Finance | Fountain Lynn |
| 4/17/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-1400)25WA-1400 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/22/2025 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1749)25WA-1749 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/7/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1940)25WA-1940 | *Business Management *Organization | Lindell James T |
| 6/16/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1937)25WA-1937 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/14/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-0437)25WA-0437 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 4/15/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1396)25WA-1396 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 5/22/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1541)25WA-1541 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 5/30/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-1236)25WA-1236 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 5/14/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ESOPs as a Succession Strategy (Webinar) (25WA-0770)25WA-0770 | *Succession Planning*Employee Benefits*Tax Advantages | |
| 4/26/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WA-0735)25WA-0735 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation adjustment*Section 168(k) 100% bonus deduction | Van Der Aa Douglas J |
| 4/25/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1732)25WA-1732 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-0706)25WA-0706 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 4/24/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's 2023 Six Essential Teams Features (Webinar) (25WA-0816)25WA-0816 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams | Clark Connie |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (25WA-1208)25WA-1208 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 5/13/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (25WA-1318)25WA-1318 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers | Tankersley Brian F |
| 5/19/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-2118)25WA-2118 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/21/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-1069)25WA-1069 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1612)25WA-1612 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/3/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-0746)25WA-0746 | *Employment Data*Talent Strategy | |
| 4/25/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1976)25WA-1976 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2320)25WA-2320 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/30/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's What's Now, What's Next: Emerging Technologies (Webinar) (25WA-1046)25WA-1046 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training | Stephens Tommy G |
| 5/6/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-2240)25WA-2240 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/27/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-0520)25WA-0520 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 4/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1821)25WA-1821 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/11/2025 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-0262)25WX-0262 | *Ethical Values and Principles*Human Factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 4/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-2124)25WA-2124 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/23/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Bounded Ethicality: Exploring the Limits of Ethical Behavior (Webinar) (25WX-0217)25WX-0217 | *Internal transparency*Implicit association*Concrete versus abstract processing*Temporal bias*Ethical fading | Groves Toby L. |
| 4/16/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-0398)25WA-0398 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 4/14/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-0994)25WA-0994 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/5/2025 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Single Audit Update (Webinar) (25WX-0279)25WX-0279 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | Galasso Melisa |
| 4/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-0514)25WA-0514 | *Accounting*Finance | Fountain Lynn |
| 4/17/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (25WA-1192)25WA-1192 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice | Johnston Randolph P |
| 5/13/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (25WA-0490)25WA-0490 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process | Dilley Steven C |
| 4/16/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1535)25WA-1535 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 5/30/2025 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1495)25WA-1495 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/28/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-0990)25WA-0990 | *Accounting*Finance | Fountain Lynn |
| 5/5/2025 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-1869)25WA-1869 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-0847)25WA-0847 | *Communication*Leadership*Character*Behavior | |
| 4/30/2025 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1155)25WA-1155 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 5/10/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1215)25WA-1215 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-0328)25WX-0328 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.*Data Connection and Management: Connecting to various data sources and preparing data for reporting.*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation.*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders. | Smith Bryan |
| 4/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-0980)25WA-0980 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 5/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (25WA-1024)25WA-1024 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/6/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1857)25WA-1857 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/12/2025 | 6 - 7:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-1070)25WA-1070 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/7/2025 | 4 - 8 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1963)25WA-1963 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 6/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1633)25WA-1633 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 6/4/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1828)25WA-1828 | *Change management*Leadership | |
| 6/11/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1666)25WA-1666 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1985)25WA-1985 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/17/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Choose the Right Business Entity for Your Client (Webinar) (25WA-0875)25WA-0875 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples | Dilley Steven C |
| 4/30/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-0677)25WA-0677 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 4/24/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A CPA's Guide To Preventing Financial Exploitation (Webinar) (25WA-2052)25WA-2052 | *Understanding scams vs. exploitation by close relations*What a CPA can do for clients to help prevent exploitation*Considerations for creating an exploitation prevention plan*Learning exploitation prevention tools*Reporting suspected exploitation | |
| 6/19/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-0505)25WA-0505 | *Audit Evidence*Digital | Critcher Melissa G |
| 4/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-2046)25WA-2046 | *Accounting*Finance | Fountain Lynn |
| 6/19/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1589)25WA-1589 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/2/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-2184)25WA-2184 | *Communication*Teamwork*Collaboration | |
| 6/25/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-0467)25WA-0467 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 4/16/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-0568)25WA-0568 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/18/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1447)25WA-1447 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 5/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-2208)25WA-2208 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/26/2025 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (25WA-0825)25WA-0825 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online | Stephens Tommy G |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Federal Tax Update for Business with Doug Van Der Aa (Webinar) (25WA-0415)25WA-0415 | *Recent tax legislation, rulings and developments impacting business taxpayers*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S corporation and partnership developments*Travel, meals and entertainment expense reporting update | Van Der Aa Douglas J |
| 4/14/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1790)25WA-1790 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/10/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1690)25WA-1690 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/5/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-1245)25WA-1245 | *Performance metrics*Budgets | Daly John L |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1988)25WA-1988 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/17/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Project Management: Planning Skills - Supervisors and Managers (Webinar) (25WX-0248)25WX-0248 | *Methods to breakdown a project into milestones so specific due dates and areas of responsibility are identified*Communication strategies to stay abreast of status and avoid conflicts early on in the project | Mansfield Samantha |
| 4/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-2055)25WA-2055 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/19/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1118)25WA-1118 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 5/9/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Losses: Going Backward and Forward (Webinar) (25WA-0645)25WA-0645 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules | Van Der Aa Douglas J |
| 4/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (25WA-0787)25WA-0787 | *Preparation*Compilation*Review | Galasso Melisa |
| 4/28/2025 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-2009)25WA-2009 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/18/2025 | 1 - 3:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-0796)25WA-0796 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 4/28/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1051)25WA-1051 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 5/7/2025 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-2210)25WA-2210 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1422)25WA-1422 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 5/23/2025 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1189)25WA-1189 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 5/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1480)25WA-1480 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 5/27/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-0592)25WA-0592 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 4/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-0319)25WX-0319 | *Introduction to ChatGPT and its Applications in Accounting.*Custom Instructions (CI) for Persistent Context in Financial Conversations.*Analyzing Financial Statements and News Releases using ChatGPT.*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.*Image Analysis for Asset, Space, and User Interface Design.*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility. | Wasny Garrett |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (25WA-1284)25WA-1284 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/17/2025 | 10 p.m. - 5:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-0435)25WA-0435 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 4/15/2025 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| 2024 Spring Tax Review with Doug Van Der Aa (Webinar) (25WA-0835)25WA-0835 | *Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers*Individual taxpayer credits*Tax depreciation update*Significant IRS rules and court decisions impacting individuals, corporations and partnerships | Van Der Aa Douglas J |
| 4/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-2127)25WA-2127 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/23/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-0215)25WX-0215 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | Elder Jennifer H |
| 4/16/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 Advanced Excel (Webinar) (25WA-0956)25WA-0956 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 5/3/2025 | 2 - 9:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-2088)25WA-2088 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/20/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1920)25WA-1920 | *Communication*Feedback*Management*Leadership | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1374)25WA-1374 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 5/21/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership and S Corporation Checkup: Key Developments (Webinar) (25WX-0365)25WX-0365 | *IRS enforcement against partnerships*New K-2 and K-3: 2021 partnership and S Corporation tax forms on foreign transactions*Sale/merger of a partnership*The new Sub S Form 7203 - shareholder basis computation*S Corporation compensation*PPP loans and the Forms 1065 and 1120-S | Dilley Steven C |
| 4/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1723)25WA-1723 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 6/7/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1487)25WA-1487 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 5/27/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1928)25WA-1928 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-1296)25WA-1296 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 5/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-0237)25WX-0237 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | Bradley Daniel W |
| 4/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1905)25WA-1905 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/14/2025 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-1185)25WA-1185 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 5/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-0277)25WX-0277 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.*Coordinating risk management efforts, including the required involvement of corporate governance.*How to embed risk management into day-to-day accounting and finance activities. | Louis Jennifer |
| 4/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1804)25WA-1804 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1927)25WA-1927 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/14/2025 | 2:15 - 4:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-0647)25WA-0647 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 4/22/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-0605)25WA-0605 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 4/21/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2315)25WA-2315 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/30/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-2189)25WA-2189 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/25/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-2025)25WA-2025 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/18/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-2122)25WA-2122 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/23/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1881)25WA-1881 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-0702)25WA-0702 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 4/24/2025 | 6 - 8 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-2274)25WA-2274 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 6/27/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1213)25WA-1213 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 5/14/2025 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-1810)25WA-1810 | *Accounting*Finance | Fountain Lynn |
| 6/10/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-1199)25WA-1199 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 5/13/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1789)25WA-1789 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/10/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-0622)25WA-0622 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 4/22/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Role of HR in Business Sustainability (Webinar) (25WA-2159)25WA-2159 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/24/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Audit 501: Personality Styles - Improving Your Interactions (Webinar) (25WX-0363)25WX-0363 | *Defining primary personality style characteristics*Determining your own primary personality style and the style of others*Effectively adapting for improving interactions with various personality styles*Leveraging strengths and minimizing the negative impact of personality weaknesses*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors | Louis Jennifer |
| 4/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-2138)25WA-2138 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/23/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-1814)25WA-1814 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| 2024 Yellow Book Update (Webinar) (25WA-0767)25WA-0767 | *Quality Management*Risk Assessment*SQMS*Independence | Galasso Melisa |
| 4/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-0449)25WA-0449 | *Employment Data*Talent Strategy | |
| 4/15/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2146)25WA-2146 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 6/24/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-0499)25WA-0499 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 4/17/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-1002)25WA-1002 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/5/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1238)25WA-1238 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 5/15/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-2239)25WA-2239 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1989)25WA-1989 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/17/2025 | 6 - 9:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-2258)25WA-2258 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/27/2025 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (25WA-1285)25WA-1285 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 5/17/2025 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1282)25WA-1282 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 5/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ChatGPT: What Every CPA Should Know-Updated (Webinar) (25WX-0232)25WX-0232 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm / business | Higgins John H |
| 4/17/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-0887)25WA-0887 | *Accounting*Leadership*Management | Lindell James T |
| 5/1/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1517)25WA-1517 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 5/29/2025 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1538)25WA-1538 | *KPIs*Performance measures*Metrics | |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-2173)25WA-2173 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-0492)25WA-0492 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 4/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ESOPs as a Succession Strategy (Webinar) (25WA-2268)25WA-2268 | *Succession Planning*Employee Benefits*Tax Advantages | |
| 6/27/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-2334)25WA-2334 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/30/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why People Are Irrational, Biased and Emotional With Money (Webinar) (25WX-0343)25WX-0343 | *Common irrational money decisions*Cognitive biases and their impact on decision-making and ethical behavior*Mental accounting*The ostrich effect*Present bias*Sunk-cost fallacy*Anchoring bias*Status quo bias*The bandwagon effect*Emotional responses in money decisions | Wasny Garrett |
| 4/28/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 The Digital Home (Webinar) (25WA-1362)25WA-1362 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 5/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1120)25WA-1120 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 5/9/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-0562)25WA-0562 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 4/18/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-0549)25WA-0549 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 QuickBooks for Accountants (Webinar) (25WA-0896)25WA-0896 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies | Stephens Tommy G |
| 5/1/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-0744)25WA-0744 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 4/25/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-0681)25WA-0681 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 4/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-1001)25WA-1001 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 5/5/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-0326)25WX-0326 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | Haig Walter J |
| 4/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-0180)25WX-0180 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | Peters David R. |
| 4/14/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-0992)25WA-0992 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/5/2025 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1969)25WA-1969 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (25WA-0775)25WA-0775 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 4/26/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1442)25WA-1442 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 5/26/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1592)25WA-1592 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/2/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-2294)25WA-2294 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/28/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-2012)25WA-2012 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/18/2025 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1341)25WA-1341 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 5/20/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-1237)25WA-1237 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 5/14/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1312)25WA-1312 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 5/19/2025 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-0925)25WA-0925 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 5/2/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-1388)25WA-1388 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-0704)25WA-0704 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 4/24/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-0261)25WX-0261 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | Dilley Steven C |
| 4/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-0669)25WA-0669 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 4/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1353)25WA-1353 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 5/21/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-0935)25WA-0935 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/2/2025 | 3 - 4:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1671)25WA-1671 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-0808)25WA-0808 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 4/29/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-0230)25WX-0230 | *Professionalism, Conflict and Ethics*Sources and approaches to conflict*Managing Conflict from the Inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 4/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-0424)25WA-0424 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1344)25WA-1344 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/20/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-0812)25WA-0812 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Johnston Randolph P Yoss Stephen M McClelland Lawrence A. Tankersley Brian F Stephens Tommy G |
| 4/29/2025 | 6 p.m. - 1:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-2125)25WA-2125 | *Communication | |
| 6/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| AI and You (Webinar) (25WA-2327)25WA-2327 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 6/30/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1984)25WA-1984 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/17/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1211)25WA-1211 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 5/14/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-1122)25WA-1122 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 5/9/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit 308: Audit Reporting and General Audit Procedures (Webinar) (25WX-0241)25WX-0241 | *Common reasons for modifying audit opinions*Emphasis-of-matter or other-matter explanatory paragraphs*General audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosure*Drafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and more*Improving the footnote drafting process | Louis Jennifer |
| 4/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analytical Procedures: Practical Applications and Standards (Webinar) (25WX-0238)25WX-0238 | *Discussion of analytical procedures in audit and review engagements.*Practical examples and illustrations of analytical procedures.*The order of operations for accomplishing analytical procedures. | Harper Chris |
| 4/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-1867)25WA-1867 | *Employment Data*Talent Strategy | |
| 6/12/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-2277)25WA-2277 | *Business Management *Organization | Lindell James T |
| 6/28/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1858)25WA-1858 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1059)25WA-1059 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 5/7/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1571)25WA-1571 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Power of a Good Story! (Webinar) (25WA-1939)25WA-1939 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 6/14/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-0496)25WA-0496 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 4/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1242)25WA-1242 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 5/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-2011)25WA-2011 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/18/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-2232)25WA-2232 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/26/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1144)25WA-1144 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 5/10/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1384)25WA-1384 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 5/21/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1268)25WA-1268 | *Change management*Leadership | |
| 5/16/2025 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-1299)25WA-1299 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 5/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1875)25WA-1875 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/13/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-0446)25WA-0446 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 4/15/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1531)25WA-1531 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Gallagher Chuck Minges Don |
| 5/30/2025 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1219)25WA-1219 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 5/14/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1339)25WA-1339 | *Technology*Cybersecurity | Melloy Jon |
| 5/20/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-2263)25WA-2263 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/27/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-0569)25WA-0569 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 4/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-0573)25WA-0573 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/19/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-0458)25WA-0458 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 4/16/2025 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-2074)25WA-2074 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/20/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1599)25WA-1599 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-1364)25WA-1364 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1827)25WA-1827 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/11/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1722)25WA-1722 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 6/7/2025 | 3 - 3:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1801)25WA-1801 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/10/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WA-0831)25WA-0831 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | Harper Dr. Christopher |
| 4/29/2025 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1909)25WA-1909 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/14/2025 | 10 a.m. - 12:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-2132)25WA-2132 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/23/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1843)25WA-1843 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Data Analytics: Practical Insights for Today's Accountant (Webinar) (25WX-0314)25WX-0314 | *Explore new tools and client engagement techniques using data analytics*Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement | Harper Chris |
| 4/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Accounting and Auditing Update (Webinar) (25WA-0764)25WA-0764 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits | Galasso Melisa |
| 4/26/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-2304)25WA-2304 | *Employment Data*Talent Strategy | |
| 6/28/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-0403)25WA-0403 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 4/14/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-0512)25WA-0512 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 4/17/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1166)25WA-1166 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 5/12/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-1004)25WA-1004 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 5/5/2025 | 8 - 10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-0947)25WA-0947 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 5/3/2025 | 1 - 2:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (25WA-0734)25WA-0734 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application | Harper Dr. Christopher |
| 4/25/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1607)25WA-1607 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Real Estate Professionals, Passive Activity and Section 199A (Webinar) (25WX-0242)25WX-0242 | *Definition of a real estate professional*Pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards*Real estate professionals and the "former passive activities" rules | Dilley Steven C |
| 4/18/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1337)25WA-1337 | *Technology*Cybersecurity | Melloy Jon |
| 5/20/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1334)25WA-1334 | *Accounting*Leadership*Management | Lindell James T |
| 5/20/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-0916)25WA-0916 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 5/2/2025 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-1627)25WA-1627 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/3/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1350)25WA-1350 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/21/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1331)25WA-1331 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 5/20/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Art of Marketing for CPAs (Webinar) (25WA-1205)25WA-1205 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 5/13/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1918)25WA-1918 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-2109)25WA-2109 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/21/2025 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-2048)25WA-2048 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2025 | 12 - 1:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-0805)25WA-0805 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 4/28/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-0426)25WA-0426 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 4/15/2025 | 6 - 9 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2's 2023 Advanced Excel (Webinar) (25WA-1402)25WA-1402 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 5/22/2025 | 4 - 11:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1062)25WA-1062 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 5/7/2025 | 2 - 2:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1421)25WA-1421 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/23/2025 | 1 - 3:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1848)25WA-1848 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/12/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-2221)25WA-2221 | *Performance target design*Target testing | |
| 6/26/2025 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-0552)25WA-0552 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 4/18/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-1227)25WA-1227 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/14/2025 | 1 - 2:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-0427)25WA-0427 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 4/15/2025 | 12 - 3 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1748)25WA-1748 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/7/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-2199)25WA-2199 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-2080)25WA-2080 | *Quality Management Standards*Risk Management*Compliance and Adoption | |
| 6/20/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1922)25WA-1922 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Ayers Chad Sexton Andy |
| 6/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-0287)25WX-0287 | *Learn best practices when designing your spreadsheets *How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | Smith Bryan |
| 4/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-0506)25WA-0506 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 4/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1169)25WA-1169 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 5/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-0965)25WA-0965 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 5/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0651)25WA-0651 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 4/23/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-2202)25WA-2202 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/26/2025 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-1817)25WA-1817 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/10/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-0987)25WA-0987 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 5/5/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-1647)25WA-1647 | *Accounting and Finance | Fountain Lynn |
| 6/4/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-1684)25WA-1684 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 6/5/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-0340)25WX-0340 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 4/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-0236)25WX-0236 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | Haig Walter J |
| 4/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1356)25WA-1356 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/21/2025 | 2 - 3:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-2216)25WA-2216 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/26/2025 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-2228)25WA-2228 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/26/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1842)25WA-1842 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/11/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1484)25WA-1484 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/27/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-0441)25WA-0441 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 4/15/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1753)25WA-1753 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-0854)25WA-0854 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 4/30/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-0476)25WA-0476 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 4/16/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-0491)25WA-0491 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 4/17/2025 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Practical Excel Topics for the Public Accountant (Webinar) (25WA-0527)25WA-0527 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables | Harper Dr. Christopher |
| 4/17/2025 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-0783)25WA-0783 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 4/28/2025 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-2037)25WA-2037 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/19/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-0798)25WA-0798 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 4/28/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-0597)25WA-0597 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 4/19/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-0553)25WA-0553 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 4/18/2025 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1600)25WA-1600 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-0685)25WA-0685 | *Accounting*Finance | Fountain Lynn |
| 4/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-0974)25WA-0974 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 5/5/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Next Generation Excel Reporting (Webinar) (25WA-0900)25WA-0900 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 5/1/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Build High-Performing Teams in Challenging Times (Webinar) (25WX-0176)25WX-0176 | *Collaboration at its best*Creating Psychological safety*Building trust, even when it has been lost*The need for cognitive diversity amongst teams | |
| 4/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-2252)25WA-2252 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/27/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1935)25WA-1935 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/14/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-2259)25WA-2259 | *Accounting*Finance | Fountain Lynn |
| 6/27/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-0989)25WA-0989 | *Accounting*Sales*Collections | Fountain Lynn |
| 5/5/2025 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Leadershift: How to Embrace Disruption and Lead Change (Webinar) (25WX-0352)25WX-0352 | *Why it is critical to lead change in your company now*The seven steps of leading change*How to set expectations*How to create a vision that achieves buy-in*How to form a coalition, an essential component of any change effort*How to create and mobilize change networks to accelerate change *The best of the best communication strategies*How to establish simple 360 feedback *Managing yourself | |
| 4/28/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1699)25WA-1699 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/6/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-1005)25WA-1005 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 5/5/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1574)25WA-1574 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/2/2025 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1751)25WA-1751 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/7/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (25WA-0832)25WA-0832 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation | Harper Dr. Christopher |
| 4/29/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1895)25WA-1895 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/13/2025 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-1039)25WA-1039 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/6/2025 | 4 - 5:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-0384)25WX-0384 | *How inspirational leadership is the foundation that ethically drives results.*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.*Hacks for getting great results with specific examples you can leverage in your business:*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up. | |
| 4/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| A Practical Guide to Trusts (Webinar) (25WA-0960)25WA-0960 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 5/3/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Excel Best Practices (Webinar) (25WA-1286)25WA-1286 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 5/17/2025 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-0515)25WA-0515 | *Accounting and Finance | Fountain Lynn |
| 4/17/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-0432)25WA-0432 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 4/15/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-2313)25WA-2313 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/30/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1823)25WA-1823 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/11/2025 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1730)25WA-1730 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-1014)25WA-1014 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 5/5/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-1560)25WA-1560 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 5/31/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1695)25WA-1695 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Statement Presentation and Disclosure (Webinar) (25WA-0732)25WA-0732 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances | Harper Dr. Christopher |
| 4/25/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-2039)25WA-2039 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/19/2025 | 8 - 10:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1221)25WA-1221 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 5/14/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-2013)25WA-2013 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/18/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-2224)25WA-2224 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/26/2025 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-1254)25WA-1254 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/15/2025 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1210)25WA-1210 | *Competitive bids*Achieving target profitability | Daly John L |
| 5/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-2081)25WA-2081 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/20/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-0857)25WA-0857 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 4/30/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1141)25WA-1141 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 5/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-1158)25WA-1158 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/10/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-2203)25WA-2203 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/26/2025 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-1819)25WA-1819 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/10/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Not All Heroes Wear Capes: Cybercrime Edition (Webinar) (25WA-1410)25WA-1410 | *What is cyber security*Common objections to investing in cyber security*5 steps to effectively protecting critical data | |
| 5/22/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 307: Client and Profitable Engagement Management (Webinar) (25WX-0240)25WX-0240 | *Importance of quality control on audits*Why engagement budgets are not used, and how to overcome the barriers to success*Determining useful budget amounts to use as a tool*Better engagement scheduling tips for improved efficiency*Making sure the client is ready on the first day of the audit*Delegating for professional development and leveraging audit hours*Handling difficult delegation scenarios*Better engagement wrap-up tips and techniques | Louis Jennifer |
| 4/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Annual Update for Accountants and Auditors (Webinar) (25WX-0378)25WX-0378 | *Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation.*Year 2 considerations for leases including modification accounting.*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management.*The current work of the ASB. | Galasso Melisa |
| 4/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1943)25WA-1943 | *Coaching*Effective Communication | Lindell James T |
| 6/16/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1518)25WA-1518 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 9 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1597)25WA-1597 | *Coaching*Effective Communication | Lindell James T |
| 6/3/2025 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-2269)25WA-2269 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 6/27/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 404: Maximizing Analytic Procedure Evidence on Audits (Webinar) (25WX-0290)25WX-0290 | *Financial statement analysis, and communicating insights to financial statement users*Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement*Developing plausible expectations for comparison to actual financial results*Detecting earnings management and other risks through analytic procedures | Louis Jennifer |
| 4/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-0197)25WX-0197 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 4/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1945)25WA-1945 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/16/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1919)25WA-1919 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-2024)25WA-2024 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/18/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1472)25WA-1472 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 5/27/2025 | 6 - 7:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ASC 842, Leases: Implementation Issues and Lessons Learned (Webinar) (25WX-0267)25WX-0267 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)*Key differences between ASC Topic 842 and ASC Topic 840*Implementation options, entries, practical expedients, and remeasurement-triggering events*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements | Henry Allison M. |
| 4/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-0394)25WA-0394 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 4/14/2025 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-0627)25WA-0627 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 4/22/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-0810)25WA-0810 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 4/29/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (25WA-1196)25WA-1196 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs | Tankersley Brian F |
| 5/13/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1763)25WA-1763 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/9/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-1305)25WA-1305 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/19/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (25WA-1320)25WA-1320 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use | Tankersley Brian F |
| 5/19/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1725)25WA-1725 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 6/7/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-0374)25WX-0374 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | Paperny Justin |
| 4/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1247)25WA-1247 | *Technology*Cybersecurity | Melloy Jon |
| 5/15/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-0455)25WA-0455 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 4/16/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-0546)25WA-0546 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 4/18/2025 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1366)25WA-1366 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-0926)25WA-0926 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 5/2/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1520)25WA-1520 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (25WA-1409)25WA-1409 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 5/22/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-0382)25WX-0382 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | Nordlander Robert |
| 4/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-0447)25WA-0447 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 4/15/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Accounting Solutions Mid-Market (Webinar) (25WA-1195)25WA-1195 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions | Tankersley Brian F |
| 5/13/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-0982)25WA-0982 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 5/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-0970)25WA-0970 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 5/3/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-2110)25WA-2110 | *Performance target design*Target testing | |
| 6/21/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-2028)25WA-2028 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/18/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-0801)25WA-0801 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 4/28/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel Tips and Tricks for the Non-Accountant (Webinar) (25WA-0638)25WA-0638 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks | Harper Dr. Christopher |
| 4/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-2247)25WA-2247 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/27/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-0856)25WA-0856 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 4/30/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1533)25WA-1533 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 5/30/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-2192)25WA-2192 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/25/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Project Management: Getting the Best Out of Your Team (Webinar) (25WX-0312)25WX-0312 | *When to incorporate project management best practices to get the best out of your team*Five ways project management helps get the best out of your team | Mansfield Samantha |
| 4/24/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1766)25WA-1766 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/9/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1261)25WA-1261 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Critical Thinking for Financial Professionals (Webinar) (25WX-0239)25WX-0239 | *Two Systems of Thinking*System 1*System 2 *How cognitive bias can cause you to make bad decisions *Anchoring *Availability *The Dunning-Kruger Effect *The Ikea Effect *The Rhyme as Reason Effect *Substitution *6 Tips for making better decisions | Daly John L |
| 4/18/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-1326)25WA-1326 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 5/19/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The New AICPA Statements on Standards for Tax Services (Webinar) (25WA-0483)25WA-0483 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | Van Der Aa Douglas J |
| 4/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Planning in an Uncertain World (Webinar) (25WA-1188)25WA-1188 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 5/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-2196)25WA-2196 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/25/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-0725)25WA-0725 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 4/25/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1624)25WA-1624 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 6/3/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-0932)25WA-0932 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 5/2/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2288)25WA-2288 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/28/2025 | 10:45 a.m. - 2:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Client Ethical Challenges: The CPA's Guide (Webinar) (25WA-0742)25WA-0742 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance | Dilley Steven C |
| 4/25/2025 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1470)25WA-1470 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 5/26/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Ethics (Webinar) (25WA-0819)25WA-0819 | *GAGAS*Yellow Book*Independence | Galasso Melisa |
| 4/29/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Social Media: The Bare Necessities (Webinar) (25WA-1837)25WA-1837 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/11/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-2328)25WA-2328 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/30/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-1458)25WA-1458 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 5/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-1467)25WA-1467 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 5/26/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-0389)25WA-0389 | *Communication*Leadership*Character*Behavior | |
| 4/14/2025 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Inflation Reduction Act of 2022: Review and Update (Webinar) (25WA-0876)25WA-0876 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation | Dilley Steven C |
| 4/30/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1862)25WA-1862 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1190)25WA-1190 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/13/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-0387)25WA-0387 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 4/14/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-0883)25WA-0883 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 5/1/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (25WX-0315)25WX-0315 | *We introduce new case selections to this seminar every year. Past cases have included these issues:*Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? | Daly John L |
| 4/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Audit 504: Making Rain - Success with Clients and Prospects (Webinar) (25WX-0376)25WX-0376 | *Continued marketing to existing clients*How to better connect with existing and prospective clients*Motivating prospective clients to engage with your firm*Methods for building value perceptions with existing and prospective clients*Differentiating your firm from the competition, including translating features into benefits*Handling objections and closing a sale | Louis Jennifer |
| 4/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1673)25WA-1673 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/5/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Successful Family Business (Webinar) (25WA-1643)25WA-1643 | *Business management*Organization | Lindell James T |
| 6/4/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1892)25WA-1892 | *Languages of appreciation*Appreciation strategies | |
| 6/13/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-2279)25WA-2279 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/28/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-0715)25WA-0715 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 4/25/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-0551)25WA-0551 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (25WA-0716)25WA-0716 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 4/25/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-2265)25WA-2265 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/27/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-1576)25WA-1576 | *Performance metrics*Budgets | Daly John L |
| 6/2/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1708)25WA-1708 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/6/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-2031)25WA-2031 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/19/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-2215)25WA-2215 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/26/2025 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2136)25WA-2136 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/23/2025 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 2024 Individual Tax Update with Steve Dilley (Webinar) (25WA-0877)25WA-0877 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics | Dilley Steven C |
| 4/30/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-1490)25WA-1490 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 5/27/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1705)25WA-1705 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/6/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1604)25WA-1604 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| If You Only Knew What Microsoft Word Could Do (Webinar) (25WX-0351)25WX-0351 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value | Egnatoff Karl W |
| 4/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-0776)25WA-0776 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/28/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Addressing Common Documentation Deficiencies (Webinar) (25WA-0661)25WA-0661 | *Documentation*Deficiencies | Galasso Melisa |
| 4/23/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-1590)25WA-1590 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 6/2/2025 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-0931)25WA-0931 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 5/2/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-0782)25WA-0782 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 4/28/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1713)25WA-1713 | *Languages of appreciation*Appreciation strategies | |
| 6/6/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-0858)25WA-0858 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 4/30/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1275)25WA-1275 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 5/17/2025 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-0350)25WX-0350 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 4/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (25WA-1198)25WA-1198 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 5/13/2025 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Choose the Right Business Entity for Your Client (Webinar) (25WA-0417)25WA-0417 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples | Dilley Steven C |
| 4/14/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-2251)25WA-2251 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/27/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-1038)25WA-1038 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/6/2025 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1427)25WA-1427 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 5/23/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1016)25WA-1016 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 5/6/2025 | 5 - 6:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-2113)25WA-2113 | *Technology*Cybersecurity | Melloy Jon |
| 6/21/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (25WA-0753)25WA-0753 | *Information Technology*Cryptocurrency*Blockchain | Yoss Stephen M |
| 4/26/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (25WA-1283)25WA-1283 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/17/2025 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-2198)25WA-2198 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1549)25WA-1549 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 5/30/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1239)25WA-1239 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 5/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Charting And Visualizations (Webinar) (25WA-1287)25WA-1287 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 5/17/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-2321)25WA-2321 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/30/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1799)25WA-1799 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/10/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Implementation Challenges with the New FASB Lease Standard (Webinar) (25WX-0322)25WX-0322 | *FASB's Accounting Standard Update for Leases (ASC Topic 842).*Key differences between ASC Topic 842 and ASC Topic 840.*Commitments that are on the balance sheet: operating leases and finance leases*Allocation consideration to lease and nonlease components.*Lease payments, discount rate, inception date, commencement date, lease term.*Impairments of right-of-use asset, modifications, subleases.*Policy elections and disclosures. | Henry Allison M. |
| 4/25/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1778)25WA-1778 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/9/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-0606)25WA-0606 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 4/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-0396)25WA-0396 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 4/14/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Reference Rate Reform (Webinar) (25WA-0763)25WA-0763 | *Reference Rate Reform*LIBOR*SOFR | Galasso Melisa |
| 4/26/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1961)25WA-1961 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-2270)25WA-2270 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/27/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (25WA-0834)25WA-0834 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements | Harper Dr. Christopher |
| 4/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-0966)25WA-0966 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 5/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-0450)25WA-0450 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 4/15/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-2301)25WA-2301 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/28/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-0907)25WA-0907 | *Business Management*Organization | Lindell James T |
| 5/2/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1116)25WA-1116 | *Accounting*Finance*Procurement | Fountain Lynn |
| 5/9/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1719)25WA-1719 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/6/2025 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 406: Auditing Revenue Recognition - Common Risks (Webinar) (25WX-0308)25WX-0308 | *Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606*Common revenue recognition fraud schemes and potential audit responses*Audit responses to significant risks requiring special audit consideration related to revenue recognition | Louis Jennifer |
| 4/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat: Increase Your Productivity With PDF Files (Webinar) (25WX-0183)25WX-0183 | *Navigating Adobe Acrobat DC*Creating PDF files from other applications*Organize PDF files and pages within a PDF*Using the annotation tools to review and markup PDF files*Preparing your PDF for printing*Creating links to pages, files and websites*Securing your PDF files*Searching PDF files*Creating fillable forms*Adobe Acrobat integration with Office 365 | Higgins John H |
| 4/14/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1129)25WA-1129 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 5/10/2025 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2058)25WA-2058 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-0510)25WA-0510 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 4/17/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-0903)25WA-0903 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/2/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-2291)25WA-2291 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/28/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1788)25WA-1788 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-0976)25WA-0976 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 5/5/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1615)25WA-1615 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/3/2025 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1641)25WA-1641 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/4/2025 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-0862)25WA-0862 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 4/30/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1891)25WA-1891 | *Emotions*Relationships | |
| 6/13/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1838)25WA-1838 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/11/2025 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-2101)25WA-2101 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1907)25WA-1907 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1876)25WA-1876 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/13/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Advanced Excel (Webinar) (25WA-0501)25WA-0501 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 4/17/2025 | 6 p.m. - 1:40 a.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Fiduciary Accounting for Estates and Trusts (Webinar) (25WA-0485)25WA-0485 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues | Van Der Aa Douglas J |
| 4/16/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-1454)25WA-1454 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 5/26/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-2204)25WA-2204 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-2047)25WA-2047 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-1229)25WA-1229 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 5/14/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-1747)25WA-1747 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/7/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1640)25WA-1640 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/4/2025 | 12 - 4:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-2026)25WA-2026 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/18/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Assessing Independence Under the New Yellow Book (Webinar) (25WA-0429)25WA-0429 | *Independence*Threats*Safeguards | Galasso Melisa |
| 4/15/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-0747)25WA-0747 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 4/25/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1586)25WA-1586 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/2/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-2128)25WA-2128 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/23/2025 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-2175)25WA-2175 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/25/2025 | 3 - 6 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-0304)25WX-0304 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration. | Smith Bryan |
| 4/24/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-2223)25WA-2223 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/26/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Essentials For Staff Accountants (Webinar) (25WA-0721)25WA-0721 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks | Stephens Tommy G |
| 4/25/2025 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-0425)25WA-0425 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1094)25WA-1094 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 5/8/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1360)25WA-1360 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (25WA-1026)25WA-1026 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 5/6/2025 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (25WA-1322)25WA-1322 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online | Stephens Tommy G |
| 5/19/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1830)25WA-1830 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1260)25WA-1260 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 5/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-0848)25WA-0848 | *Emotional Intelligence*Communication*Teamwork | |
| 4/30/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-0498)25WA-0498 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 4/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2154)25WA-2154 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/24/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1420)25WA-1420 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 5/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1946)25WA-1946 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-1379)25WA-1379 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 5/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 QuickBooks for Accountants (Webinar) (25WA-1197)25WA-1197 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies | Stephens Tommy G |
| 5/13/2025 | 1 - 8:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-1816)25WA-1816 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/10/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1715)25WA-1715 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/6/2025 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-1325)25WA-1325 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Stephens Tommy G |
| 5/19/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-2116)25WA-2116 | *Accounting*Finance | Fountain Lynn |
| 6/21/2025 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (25WA-0913)25WA-0913 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers | Tankersley Brian F |
| 5/2/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1142)25WA-1142 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 5/10/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-0507)25WA-0507 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/17/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 QuickBooks for Accountants (Webinar) (25WA-0757)25WA-0757 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies | Stephens Tommy G |
| 4/26/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-1579)25WA-1579 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/2/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Aftermath of Government Investigations: Varsity Blues (Webinar) (25WX-0334)25WX-0334 | *Securities Laws and College Admissions Scandal*Undercover investigations*Prosecutors and Plea Agreements*Justice and Convictions*Cooperation Agreements*Costs of Contesting the Charge*Relevant Conduct and Sentencing | Paperny Justin |
| 4/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Instant Audit? Just Add Risk Assessment (Webinar) (25WA-0867)25WA-0867 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation | Harper Dr. Christopher |
| 4/30/2025 | 4 - 4:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1313)25WA-1313 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 5/19/2025 | 10 a.m. - 12:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1677)25WA-1677 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/5/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-0247)25WX-0247 | *Budgets vs. Forecasts*Cyclicality*Core Earnings & Sustainable Growth*Identifying Key Forecast Drivers*Reasonableness in Forecasting*Approaches to Budgeting*Budgeting Variances*Horizontal Analysis*Flexible Budgeting | Peters David R. |
| 4/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1776)25WA-1776 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The AB5s of Employees and Independent Contractors (Webinar) (25WA-0644)25WA-0644 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 | Van Der Aa Douglas J |
| 4/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-1564)25WA-1564 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 5/31/2025 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1529)25WA-1529 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-0293)25WX-0293 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 4/23/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1959)25WA-1959 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/16/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-0439)25WA-0439 | *Accounting*Finance*Procurement | Fountain Lynn |
| 4/15/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-1231)25WA-1231 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 5/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1958)25WA-1958 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/16/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Top 10 Payroll Questions You Didn't Even Know You Had (Webinar) (25WX-0360)25WX-0360 | *Questions and answers for 10 of the most commonly asked questions employers and business owners have about payroll*Payroll taxes and payroll return requirements for employers*Payroll-related requirements affecting employers, including overtime and bonus withholding.*Federal and state requirements related to common payroll issues, including pay stub and pay frequency.*Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies. | Bystrom Elizabeth A |
| 4/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-2229)25WA-2229 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/26/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1980)25WA-1980 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/17/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-0859)25WA-0859 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 4/30/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1577)25WA-1577 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/2/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1785)25WA-1785 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/10/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Estate Planning for Today and Beyond (Webinar) (25WA-1815)25WA-1815 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/10/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-0561)25WA-0561 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 4/18/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Audit 306: Reviewing Workpapers - A Role in Quality Control (Webinar) (25WX-0227)25WX-0227 | *Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Appropriate review notes at various phases of the engagement, including before and after audit report date and report release*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit | Louis Jennifer |
| 4/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-0362)25WX-0362 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | Weinstein Bruce |
| 4/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| AI and You (Webinar) (25WA-1685)25WA-1685 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 6/5/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Cyber Attacks Through Impersonation (Webinar) (25WX-0324)25WX-0324 | *Impersonation techniques used to launch cyber attacks*Cybercriminals' focus: stealing financial assets and intellectual property*Practical advice on controls to implement to reduce victimization from impersonation cyber attacks*Practical advice to reduce the impact of a cyber attack | |
| 4/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-1399)25WA-1399 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 5/22/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1948)25WA-1948 | *Performance target design*Target testing | |
| 6/16/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-0595)25WA-0595 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 4/19/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-0961)25WA-0961 | *Accounting*Finance*Auditing | Fountain Lynn |
| 5/3/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| What's New in Excel (Webinar) (25WX-0283)25WX-0283 | *New features and tools in Excel*Updates to the Excel Function Library | Egnatoff Karl W |
| 4/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1500)25WA-1500 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 5/28/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Deep Dive into Quality Management (Webinar) (25WA-0788)25WA-0788 | *Quality Management*Risk Assessment*SQMS | Galasso Melisa |
| 4/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (25WA-2230)25WA-2230 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/26/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-0885)25WA-0885 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 5/1/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1411)25WA-1411 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 5/23/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-2137)25WA-2137 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-1383)25WA-1383 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 5/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-1226)25WA-1226 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/14/2025 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| SAS 145: Risk Assessment (Webinar) (25WA-0431)25WA-0431 | *SAS 145*Risk Assessment*Internal Controls | Galasso Melisa |
| 4/15/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1102)25WA-1102 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 5/9/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1521)25WA-1521 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1264)25WA-1264 | *Communication*Leadership*Character*Behavior | |
| 5/16/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-0381)25WX-0381 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder *Utilizing the security features of Adobe Acrobat to protect document confidentiality | Higgins John H |
| 4/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-1546)25WA-1546 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-2193)25WA-2193 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/25/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-2056)25WA-2056 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/19/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Accounting and Attestation for ESG (Webinar) (25WA-0663)25WA-0663 | *ESG*Sustainaibility | Galasso Melisa |
| 4/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1846)25WA-1846 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/11/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-1037)25WA-1037 | *Accounting*Finance | Fountain Lynn |
| 5/6/2025 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2130)25WA-2130 | *Communication*Leadership*Character*Behavior | |
| 6/23/2025 | 11 a.m. - 12:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-0428)25WA-0428 | *Performance metrics*Budgets | Daly John L |
| 4/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-0565)25WA-0565 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 4/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting in the Wake of COVID-19 (Webinar) (25WX-0172)25WX-0172 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management*Other current events as appropriate | Harper Chris |
| 4/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-2245)25WA-2245 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1497)25WA-1497 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 5/28/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2309)25WA-2309 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Minges Don Mims Robert |
| 6/30/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| A Practical Guide to Trusts (Webinar) (25WA-1455)25WA-1455 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 5/26/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1090)25WA-1090 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/8/2025 | 12 - 8 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-1300)25WA-1300 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Stephens Tommy G |
| 5/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-0207)25WX-0207 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | Weinstein Bruce |
| 4/16/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-1407)25WA-1407 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-0599)25WA-0599 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 4/19/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1977)25WA-1977 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1610)25WA-1610 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/3/2025 | 6 - 7 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-0508)25WA-0508 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 4/17/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Topic 842: Understanding the New Lease Accounting Standard (Webinar) (25WA-0413)25WA-0413 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates | Harper Dr. Christopher |
| 4/14/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-2119)25WA-2119 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/21/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1279)25WA-1279 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 5/17/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-0278)25WX-0278 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S Corporations*Financial accounting issues arising from changes in ownership*Financial vs. tax accounting for partnership/LLC capital accounts*Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting with Forms 1065 and 1120S*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs and S Corporations*Financial accounting for the operations of a partnership/LLC*Financial accounting impact of the C to S election and the S to C election*Financial and tax accounting for S Corporation shareholder equity and partner capital accounts*Financial vs. tax accounting for loans to and from S Corporations and their shareholders | Dilley Steven C |
| 4/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1834)25WA-1834 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1692)25WA-1692 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/6/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (25WA-0817)25WA-0817 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use | Tankersley Brian F |
| 4/29/2025 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1055)25WA-1055 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 5/7/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Optimize Your Staff's Performance (Webinar) (25WA-2303)25WA-2303 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/28/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-2033)25WA-2033 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1187)25WA-1187 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 5/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How To Use Microsoft 365 Forms to Create Online Surveys (Webinar) (25WX-0321)25WX-0321 | *Overview of the Microsoft 365 Forms app features and capabilities*Step-by-step review and demonstration of the Forms app*Designing your form or survey*Creating form questions*Using branching to eliminate unnecessary questions based on form input data*Customizing the form theme / style*Manage form response settings*Distribute forms via link, website or email*Review of the completed forms response report*Exporting forms data to Excel for further analysis | Higgins John H |
| 4/25/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Communication Skills for Introverts (Webinar) (25WX-0370)25WX-0370 | *The five areas to improve your communication that will be presented are:*Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication | Elder Jennifer H |
| 4/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-1648)25WA-1648 | *Accounting*Finance | Fountain Lynn |
| 6/4/2025 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-2254)25WA-2254 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/27/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-1676)25WA-1676 | *Accounting*Finance | Fountain Lynn |
| 6/5/2025 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-0404)25WA-0404 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 4/14/2025 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1941)25WA-1941 | *Accounting*Leadership*Management | Lindell James T |
| 6/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 401: Critical Traits of a Thinking Auditor (Webinar) (25WX-0275)25WX-0275 | *Improving a firm's financial results*Improving effective and efficient audits*Transforming the audit through creative thinking*Managing change for positive outcomes*Retaining client through ensuring exceptional service*Developing other professional through mentoring, counseling, and delegation | Louis Jennifer |
| 4/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-0695)25WA-0695 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 4/24/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Topic 842: Understanding the New Lease Accounting Standard (Webinar) (25WA-0871)25WA-0871 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates | Harper Dr. Christopher |
| 4/30/2025 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-0673)25WA-0673 | *Technology*Cybersecurity | Melloy Jon |
| 4/24/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1951)25WA-1951 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/16/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 The Digital Home (Webinar) (25WA-0983)25WA-0983 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 5/5/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1833)25WA-1833 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/11/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1015)25WA-1015 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 5/6/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1290)25WA-1290 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 5/17/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1566)25WA-1566 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/2/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-0920)25WA-0920 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/2/2025 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-0975)25WA-0975 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 5/5/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1052)25WA-1052 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 5/7/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1936)25WA-1936 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/14/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1851)25WA-1851 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's What's Now, What's Next: Emerging Technologies (Webinar) (25WA-1304)25WA-1304 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training | Stephens Tommy G |
| 5/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1212)25WA-1212 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 5/14/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1582)25WA-1582 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-1230)25WA-1230 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 5/14/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-0582)25WA-0582 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 4/19/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Illicit to Essential: Marijuana and Hemp/CBD Evolving Issues (Webinar) (25WX-0222)25WX-0222 | *Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and California*Discussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabis*The state of Colorado will be used as an example of cannabis economics and regulatory oversight | Seigneur Ronald L |
| 4/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1575)25WA-1575 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/2/2025 | 12 - 3 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1942)25WA-1942 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/16/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-1178)25WA-1178 | *Accounting*Finance | Fountain Lynn |
| 5/12/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-0904)25WA-0904 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/2/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-0705)25WA-0705 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 4/24/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1469)25WA-1469 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 5/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial and Tax Accounting for S Corporations (Webinar) (25WA-0488)25WA-0488 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account | Dilley Steven C |
| 4/16/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-0948)25WA-0948 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/3/2025 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-0619)25WA-0619 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 4/22/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-2142)25WA-2142 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/23/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-0579)25WA-0579 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 4/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1974)25WA-1974 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1023)25WA-1023 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 5/6/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (25WA-1025)25WA-1025 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/6/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Managing with a CEO Mentality (Webinar) (25WX-0263)25WX-0263 | *Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.*Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.*Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.*Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.*Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.*Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best. | |
| 4/21/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1859)25WA-1859 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/12/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1351)25WA-1351 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/21/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-1680)25WA-1680 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SAS 145: Modern Risk-Based Auditing (Webinar) (25WA-0870)25WA-0870 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements | Harper Dr. Christopher |
| 4/30/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-2139)25WA-2139 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/23/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's What's Now, What's Next: Emerging Technologies (Webinar) (25WA-0730)25WA-0730 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training | Stephens Tommy G |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Accounting Solutions Mid-Market (Webinar) (25WA-0755)25WA-0755 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions | Tankersley Brian F |
| 4/26/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1853)25WA-1853 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/12/2025 | 6 - 9 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (25WA-1193)25WA-1193 | *Information Technology*Cryptocurrency*Blockchain | Yoss Stephen M |
| 5/13/2025 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1030)25WA-1030 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 5/6/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-0851)25WA-0851 | *Communication*Teamwork*Collaboration | |
| 4/30/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-2020)25WA-2020 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/18/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Depreciation: Guide to Capitalizing Tangible Property (Webinar) (25WA-0530)25WA-0530 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business*Update on recent developments | Van Der Aa Douglas J |
| 4/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1136)25WA-1136 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 5/10/2025 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-0888)25WA-0888 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 5/1/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (25WA-0754)25WA-0754 | *Information Technology*Artificial Intelligence (AI) | Yoss Stephen M |
| 4/26/2025 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1310)25WA-1310 | *Communication*Public Speaking*Presentation Skills | |
| 5/19/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1117)25WA-1117 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 5/9/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1702)25WA-1702 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/6/2025 | 3 - 5:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Case Study Ethics for Today's Accountant (Webinar) (25WX-0253)25WX-0253 | *How to apply ethical guidance to scenarios accounting professionals may encounter in public practice*Best ethical standards to integrate*Analyze and apply the AICPA Code of Professional Conduct | Harper Chris |
| 4/21/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-0547)25WA-0547 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 11 a.m. - 7:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-0936)25WA-0936 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 5/2/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-0636)25WA-0636 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 4/22/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-2091)25WA-2091 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/21/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-2206)25WA-2206 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/26/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-0693)25WA-0693 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 4/24/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1825)25WA-1825 | *Communication*Leadership*Character*Behavior | |
| 6/11/2025 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-1162)25WA-1162 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 5/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Technology Trends Update for CPAs with John Higgins (Webinar) (25WX-0292)25WX-0292 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | Higgins John H |
| 4/23/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-0655)25WA-0655 | *Business Management *Organization | Lindell James T |
| 4/23/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1916)25WA-1916 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/14/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1698)25WA-1698 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/6/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-1620)25WA-1620 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/3/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-0443)25WA-0443 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 4/15/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1491)25WA-1491 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 5/28/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1890)25WA-1890 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 6/13/2025 | 12 - 12:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-0313)25WX-0313 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | Egnatoff Karl W |
| 4/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-0473)25WA-0473 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 4/16/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-0346)25WX-0346 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 4/28/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-1089)25WA-1089 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 5/8/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Analytical Procedures: Practical Applications and Standards (Webinar) (25WA-0482)25WA-0482 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures | Harper Dr. Christopher |
| 4/16/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-2036)25WA-2036 | *Communication*Public Speaking*Presentation Skills | |
| 6/19/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1992)25WA-1992 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 6/18/2025 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-1097)25WA-1097 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 5/8/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| The New Psychology of Fraud with Dr. Toby Groves (Webinar) (25WX-0218)25WX-0218 | *How we unwittingly assist in the production of misleading information *The neuroscience of psychopathy*Behavioral profiling*The new psychology of skepticism*Cognitive errors including attribution and overgeneralization*How experience, intuition and assumptions can cause cognitive errors | Groves Toby L. |
| 4/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1711)25WA-1711 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 6/6/2025 | 10 - 10:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1768)25WA-1768 | *Performance target design*Target testing | |
| 6/9/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1471)25WA-1471 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 5/27/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-0941)25WA-0941 | *Communication*Leadership*Character*Behavior | |
| 5/3/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Microsoft 365 Application Lightning Round Review-Updated (Webinar) (25WX-0246)25WX-0246 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365*SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval *Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | Higgins John H |
| 4/18/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1489)25WA-1489 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 5/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Business Consulting for CPAs (Webinar) (25WA-1551)25WA-1551 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/31/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1093)25WA-1093 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 5/8/2025 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1336)25WA-1336 | *Coaching*Effective Communication | Lindell James T |
| 5/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1779)25WA-1779 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/9/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-2267)25WA-2267 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/27/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1968)25WA-1968 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1765)25WA-1765 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/9/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1759)25WA-1759 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1972)25WA-1972 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-0709)25WA-0709 | *Fraud*Fraud Triangle | Cotton David L |
| 4/25/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-2290)25WA-2290 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/28/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1983)25WA-1983 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/17/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-1295)25WA-1295 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 5/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-0863)25WA-0863 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 4/30/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-0774)25WA-0774 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 4/26/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1009)25WA-1009 | *Retaliation protections*Speak up culture*Ethical culture | |
| 5/5/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-1071)25WA-1071 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 5/7/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1128)25WA-1128 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 5/10/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud with SharePoint (Webinar) (25WX-0344)25WX-0344 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this app*Installing the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | Higgins John H |
| 4/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1873)25WA-1873 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1049)25WA-1049 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 5/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-0563)25WA-0563 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 4/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-0504)25WA-0504 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 4/17/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-0889)25WA-0889 | *Coaching*Effective Communication | Lindell James T |
| 5/1/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-1291)25WA-1291 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 5/17/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-0369)25WX-0369 | *New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability | |
| 4/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-1183)25WA-1183 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 5/12/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-0829)25WA-0829 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 4/29/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1537)25WA-1537 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 5/30/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1738)25WA-1738 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/7/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges (Webinar) (25WX-0221)25WX-0221 | *Updates to incorporate new and emerging data sources and industry trends in the value proposition for marijuana businesses*Review of fundamental valuation concepts and methods*Discussion of the value of license rights and related intellectual property*Useful topics for practitioners and owner/operators involved in purchase price allocation work, economic damage assessments, estate planning and merger acquisition | Seigneur Ronald L |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-0461)25WA-0461 | *KPIs*Performance measures*Metrics | |
| 4/16/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-1098)25WA-1098 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 5/8/2025 | 6 - 10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-0786)25WA-0786 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 4/28/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-1034)25WA-1034 | *Accounting*Finance | Fountain Lynn |
| 5/6/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1767)25WA-1767 | *KPIs*Performance measures*Metrics | |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1032)25WA-1032 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 5/6/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0368)25WX-0368 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | Higgins John H |
| 4/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1964)25WA-1964 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1269)25WA-1269 | *Communication*Teamwork*Collaboration | |
| 5/16/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-0604)25WA-0604 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 4/21/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-2271)25WA-2271 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-0494)25WA-0494 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 4/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1352)25WA-1352 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 5/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1933)25WA-1933 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/14/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-0953)25WA-0953 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 5/3/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-2155)25WA-2155 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/24/2025 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-2305)25WA-2305 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/28/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2030)25WA-2030 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-0674)25WA-0674 | *Technology*Cybersecurity | Melloy Jon |
| 4/24/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1803)25WA-1803 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/10/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1103)25WA-1103 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 5/9/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1882)25WA-1882 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-2141)25WA-2141 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 6/23/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1434)25WA-1434 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/24/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-0464)25WA-0464 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 4/16/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-2178)25WA-2178 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/25/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-0713)25WA-0713 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 4/25/2025 | 2 - 6:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-2114)25WA-2114 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/21/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1893)25WA-1893 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/13/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1800)25WA-1800 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/10/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-0554)25WA-0554 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 4/18/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Six Essential Teams Features (Webinar) (25WA-1319)25WA-1319 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams | Clark Connie |
| 5/19/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1602)25WA-1602 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/3/2025 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1628)25WA-1628 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-0193)25WX-0193 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | Wasny Garrett |
| 4/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1485)25WA-1485 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/27/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-0780)25WA-0780 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 4/28/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-1161)25WA-1161 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/10/2025 | 10 - 11:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1106)25WA-1106 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 5/9/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 2024 Federal Tax Update for Individuals with Doug Van Der Aa (Webinar) (25WA-0414)25WA-0414 | *Recent federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Self-employment health insurance deduction*Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions*Tax planning | Van Der Aa Douglas J |
| 4/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-0945)25WA-0945 | *Change management*Leadership | |
| 5/3/2025 | 12 - 1:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1167)25WA-1167 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/12/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1771)25WA-1771 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/9/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1513)25WA-1513 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 5/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tales from the Darkside: IRS Enforcement of Cryptocurrency (Webinar) (25WX-0198)25WX-0198 | *Overview of Bitcoin and cryptocurrencies*Definition of proof of work and proof of stake*Tax laws regarding cryptocurrency transactions*Definition of common money laundering laws involving cryptocurrencies*Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations*Real life examples of cryptocurrency used in criminal activities | Nordlander Robert |
| 4/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1861)25WA-1861 | *Communication*Public Speaking*Presentation Skills | |
| 6/12/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1601)25WA-1601 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1962)25WA-1962 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-2255)25WA-2255 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/27/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Reporting the Results of a Fraud Investigation (Webinar) (25WX-0181)25WX-0181 | *Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial | Coenen Tracy L. |
| 4/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1913)25WA-1913 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/14/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data Analytics: Practical Insights for Today's Accountant (Webinar) (25WA-0524)25WA-0524 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement | Harper Dr. Christopher |
| 4/17/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Implications of Cryptocurrency (Webinar) (25WX-0220)25WX-0220 | *Blockchain basics*Classification of cryptocurrency*IRS Notice 2014-12*Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.*Gift tax rules for donating, gifting or bequeathing cryptocurrency.*Traps for the unwary. | McLeod Allison M. |
| 4/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1681)25WA-1681 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/5/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| An Ethical Framework: How It Works (Webinar) (25WX-0281)25WX-0281 | *Structure of Professional Ethics*The Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board *What Happens When an Ethics Complaint is Received*Case Studies | Spalding Albert D |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Small Business Risk Avoidance (Webinar) (25WA-1717)25WA-1717 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/6/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-0630)25WA-0630 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 4/22/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Business Entities (Webinar) (25WX-0219)25WX-0219 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)*Considerations in choosing a business entity, including:*taxes*limited liability protection*management and control*funding options and opportunities*tax consequences for the owners and the business*Future tax considerations that will impact various business entities | McLeod Allison M. |
| 4/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1376)25WA-1376 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/21/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1839)25WA-1839 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 6/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1660)25WA-1660 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/5/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1775)25WA-1775 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Now Is The Time to Automate (Webinar) (25WA-0813)25WA-0813 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls | Stephens Tommy G |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-1321)25WA-1321 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 5/19/2025 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1419)25WA-1419 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 5/23/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-2227)25WA-2227 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/26/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit 304: Auditing Basic Investments - Common Risks (Webinar) (25WX-0209)25WX-0209 | *Overview of the most common investment types*Typical audit risks and related audit procedures for common investments*The basics of accounting for equity investments in other entities*Understanding common 'plain vanilla' derivatives, like interest rate swaps*Fair value disclosure, including applying the fair value hierarchy | Louis Jennifer |
| 4/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit Accounting Update (Webinar) (25WA-0823)25WA-0823 | *NAC*CECL*Leases | Galasso Melisa |
| 4/29/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1740)25WA-1740 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/7/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-1206)25WA-1206 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 5/13/2025 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1885)25WA-1885 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/13/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1278)25WA-1278 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Daly John L Berry Robert |
| 5/17/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-2100)25WA-2100 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-0652)25WA-0652 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 4/23/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1752)25WA-1752 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/7/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Making Culture A Competitive Advantage (Webinar) (25WA-2083)25WA-2083 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 6/20/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-0902)25WA-0902 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/2/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Drive Results with Metrics (Webinar) (25WA-1451)25WA-1451 | *Performance metrics*Budgets | Daly John L |
| 5/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit Accounting and Auditing Update (Webinar) (25WA-0665)25WA-0665 | *CECL*NAC*Independence | Galasso Melisa |
| 4/23/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-2209)25WA-2209 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 8 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-2272)25WA-2272 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1617)25WA-1617 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/3/2025 | 6 - 8:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1349)25WA-1349 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/21/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1010)25WA-1010 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 5/5/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-0952)25WA-0952 | *Communication*Public Speaking*Presentation Skills | |
| 5/3/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1271)25WA-1271 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/16/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-0341)25WX-0341 | *Virtue Ethics and Mental Health*Definition, Myths and Bias of Mental Health*Suicide: Facts and Resources*Recognizing signs of potential mental health challenges*Empathy and Listening*Mental Health and Generational Expectations*Becoming a Mental Health Ally | |
| 4/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1638)25WA-1638 | *Communication*Public Speaking*Presentation Skills | |
| 6/4/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1504)25WA-1504 | *Languages of appreciation*Appreciation strategies | |
| 5/28/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1906)25WA-1906 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1494)25WA-1494 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-2078)25WA-2078 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-2273)25WA-2273 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/27/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Create an ROI-Based Marketing Plan for Your Firm (Webinar) (25WX-0359)25WX-0359 | *Clarifying and communicating the unique value you provide to your chosen market.*Choosing the market(s) you will be successful serving.*Developing a successful go-to market and subsequent demand and lead gen strategy.*Creating an easy to maintain customer nurture, demand and lead generation system.*Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them. | |
| 4/29/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-0523)25WA-0523 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 4/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-0993)25WA-0993 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/5/2025 | 11 a.m. - 12:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-1557)25WA-1557 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 5/31/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1139)25WA-1139 | *KPIs*Performance measures*Metrics | |
| 5/10/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1150)25WA-1150 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 5/10/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-0692)25WA-0692 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 4/24/2025 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-0707)25WA-0707 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 4/25/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1675)25WA-1675 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/5/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-2076)25WA-2076 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/20/2025 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Next Generation Excel Reporting (Webinar) (25WA-1201)25WA-1201 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 5/13/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1076)25WA-1076 | *Technology*Cybersecurity | Melloy Jon |
| 5/8/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1157)25WA-1157 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/10/2025 | 12 - 7:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-2000)25WA-2000 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/18/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2094)25WA-2094 | *Business Management*Organization | Lindell James T |
| 6/21/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1912)25WA-1912 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1153)25WA-1153 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 5/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Excel for Staff Level 1: What You Never Learned (Webinar) (25WX-0356)25WX-0356 | *Navigating around worksheets*Selecting cells and ranges*How to use custom number formatting*How to leverage Views*How to build better formulas with referenced variables and defined names*Learn to quickly format cells with Cell Styles*Learn proper worksheet structure | Smith Bryan |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-1126)25WA-1126 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 5/9/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-0330)25WX-0330 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S Corporation interest*Discuss how S Corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 4/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-0811)25WA-0811 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 4/29/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1772)25WA-1772 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/9/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-0886)25WA-0886 | *Business Management *Organization | Lindell James T |
| 5/1/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-0809)25WA-0809 | *Communication | |
| 4/29/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1622)25WA-1622 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-0879)25WA-0879 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 4/30/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1428)25WA-1428 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 5/23/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-2027)25WA-2027 | *Employment Data*Talent Strategy | |
| 6/18/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WA-0637)25WA-0637 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox | Harper Dr. Christopher |
| 4/22/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1728)25WA-1728 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Charting And Visualizations (Webinar) (25WA-1028)25WA-1028 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 5/6/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-2286)25WA-2286 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1011)25WA-1011 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 5/5/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-0583)25WA-0583 | *Accounting and Finance | Fountain Lynn |
| 4/19/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-0560)25WA-0560 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/18/2025 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1953)25WA-1953 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/16/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1547)25WA-1547 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1718)25WA-1718 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1777)25WA-1777 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/9/2025 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-0500)25WA-0500 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 4/17/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1441)25WA-1441 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 5/26/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-0294)25WX-0294 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 4/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1092)25WA-1092 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 5/8/2025 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1729)25WA-1729 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/7/2025 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1272)25WA-1272 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 5/16/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1311)25WA-1311 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 5/19/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1482)25WA-1482 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 5/27/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1132)25WA-1132 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-0407)25WA-0407 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 4/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Upholding Independence While Holding Your Client's Hand (Webinar) (25WA-0640)25WA-0640 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters | Harper Dr. Christopher |
| 4/22/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1793)25WA-1793 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-1563)25WA-1563 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 5/31/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1509)25WA-1509 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/28/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-0470)25WA-0470 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 4/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-1251)25WA-1251 | *Accounting and Finance | Fountain Lynn |
| 5/15/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-0830)25WA-0830 | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | Stephens Tommy G |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-1328)25WA-1328 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 5/20/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Annual Update for Governments and Not-for-Profits (Webinar) (25WX-0211)25WX-0211 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences.*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.*Yellow Book and Single Audit engagements.*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers. | Galasso Melisa |
| 4/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Presentation Skills for Auditors (Webinar) (25WX-0171)25WX-0171 | *How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation | |
| 4/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1786)25WA-1786 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2314)25WA-2314 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/30/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1508)25WA-1508 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 5/28/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0391)25WA-0391 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 4/14/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1606)25WA-1606 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-2145)25WA-2145 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/24/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-2225)25WA-2225 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/26/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-2168)25WA-2168 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1358)25WA-1358 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-0558)25WA-0558 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/18/2025 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Blockchain Technology: What Every CPA Should Know (Webinar) (25WX-0284)25WX-0284 | *An explanation of what blockchain is*Review of the nomenclature associated with blockchain technology*Thorough review of the components of a blockchain application*Review of current and potential applications for blockchain and its impact on commerce*Potential impact on the CPA profession in accounting and auditing | Higgins John H |
| 4/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1780)25WA-1780 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-0367)25WX-0367 | *Review common deficiencies identified by the AICPA and state boards of accountancy.*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.*Review of the areas of concern and how you can overcome them by employing best practices. | Galasso Melisa |
| 4/29/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1956)25WA-1956 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1479)25WA-1479 | *Communication*Teamwork*Collaboration | |
| 5/27/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (25WA-0525)25WA-0525 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting | Harper Dr. Christopher |
| 4/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1553)25WA-1553 | *Business Management*Organization | Lindell James T |
| 5/31/2025 | 3 - 6:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-0650)25WA-0650 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 4/23/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-1629)25WA-1629 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/3/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-2161)25WA-2161 | *Emotions*Relationships | |
| 6/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1449)25WA-1449 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 5/26/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations - Key Lessons for Accountants (Webinar) (25WX-0245)25WX-0245 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | Wasny Garrett |
| 4/18/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1623)25WA-1623 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 6/3/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-1807)25WA-1807 | *Accounting*Finance | Fountain Lynn |
| 6/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-2133)25WA-2133 | *Change management*Leadership | |
| 6/23/2025 | 12 - 1:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1661)25WA-1661 | *Fraud*Fraud Triangle | Cotton David L |
| 6/5/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-0285)25WX-0285 | *The average revenue of most accounting firms.*The number of advisory clients you'll need to double your firm's revenue.*How much you should be charging for advisory services.*How we define CFO and advisory services.*What business owners really want from their advisor.*The three types of CFO/Advisory firms.*How to get clients to pay you approximately $2,500 per month for advisory services.*The three systems you'll need to add a CFO/Advisory service to your firm. | |
| 4/23/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-0853)25WA-0853 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 4/30/2025 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1840)25WA-1840 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Crawford Frank W Pembrook Chris |
| 6/11/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Federal Tax Update for Individuals with Doug Van Der Aa (Webinar) (25WA-0872)25WA-0872 | *Recent federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Self-employment health insurance deduction*Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions*Tax planning | Van Der Aa Douglas J |
| 4/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-0958)25WA-0958 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 5/3/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1929)25WA-1929 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-0581)25WA-0581 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 4/19/2025 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-0422)25WA-0422 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 4/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-0905)25WA-0905 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 5/2/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1020)25WA-1020 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 5/6/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1274)25WA-1274 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/16/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1841)25WA-1841 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/11/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-1626)25WA-1626 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/3/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-0670)25WA-0670 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 4/24/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-0615)25WA-0615 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 4/21/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-1182)25WA-1182 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/12/2025 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1900)25WA-1900 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/14/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Minimizing Workplace Warfare (Webinar) (25WA-1397)25WA-1397 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 5/22/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2059)25WA-2059 | *Business Management*Organization | Lindell James T |
| 6/20/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-0861)25WA-0861 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 4/30/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Excel Charting And Visualizations (Webinar) (25WA-0720)25WA-0720 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 4/25/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-2190)25WA-2190 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 6/25/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1561)25WA-1561 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/31/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1338)25WA-1338 | *Technology*Cybersecurity | Melloy Jon |
| 5/20/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1307)25WA-1307 | *Business Management*Organization | Lindell James T |
| 5/19/2025 | 1 - 4:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-0393)25WA-0393 | *Communication*Teamwork*Collaboration | |
| 4/14/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1528)25WA-1528 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/29/2025 | 4 - 11:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-0584)25WA-0584 | *Accounting and Finance | Fountain Lynn |
| 4/19/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Monthly Federal Tax Updates - April 2025 (Webinar) (25WX-0332)25WX-0332 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-0949)25WA-0949 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 5/3/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 OneDrive's Best Practices (Webinar) (25WA-0912)25WA-0912 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 5/2/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Compilations, Reviews and Audits: How They Differ (Webinar) (25WX-0189)25WX-0189 | *Review of differences of compilation, review and audit engagements*Compare and contrast major considerations of each type of engagement*Provide practical tips and strategies*Professional standards that govern each type of engagement | Harper Chris |
| 4/15/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-0807)25WA-0807 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 4/29/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1791)25WA-1791 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-1404)25WA-1404 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 5/22/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1372)25WA-1372 | *Accounting*Finance*Procurement | Fountain Lynn |
| 5/21/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-1003)25WA-1003 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 5/5/2025 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-2079)25WA-2079 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-2029)25WA-2029 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/18/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2152)25WA-2152 | *Business Management*Organization | Lindell James T |
| 6/24/2025 | 5 - 8:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-0971)25WA-0971 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 5/5/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1991)25WA-1991 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/17/2025 | 5 - 8:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-2217)25WA-2217 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/26/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1603)25WA-1603 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1923)25WA-1923 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1539)25WA-1539 | *Performance target design*Target testing | |
| 5/30/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1267)25WA-1267 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 5/16/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-2041)25WA-2041 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1591)25WA-1591 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everything There is to Know About Summonsing (Webinar) (25WX-0170)25WX-0170 | *The ingredients that make up an IRS summons.*The IRS' legal authority to summons.*How to comply with a summons.*Whether to appear in response with your client or not.*Common errors the IRS can make that will invalidate a summons.*Following DOJ summons referral process; all based on an actual case. | |
| 4/14/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-0946)25WA-0946 | *Communication*Teamwork*Collaboration | |
| 5/3/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1342)25WA-1342 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/20/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1443)25WA-1443 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 5/26/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Tax Update with Steve Dilley (Webinar) (25WA-0419)25WA-0419 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics | Dilley Steven C |
| 4/14/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2103)25WA-2103 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/21/2025 | 10 a.m. - 12:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1265)25WA-1265 | *Communication*Leadership*Character*Behavior | |
| 5/16/2025 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| K2's 2023 Top PDF Features You Should Know (Webinar) (25WA-0760)25WA-0760 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 4/26/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1870)25WA-1870 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1593)25WA-1593 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1764)25WA-1764 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/9/2025 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-2213)25WA-2213 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-2111)25WA-2111 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 6/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-1235)25WA-1235 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 5/14/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (25WA-1324)25WA-1324 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies | Stephens Tommy G |
| 5/19/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-2017)25WA-2017 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 6/18/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-0621)25WA-0621 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Gallagher Chuck Minges Don |
| 4/22/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-0850)25WA-0850 | *Change management*Leadership | |
| 4/30/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-1429)25WA-1429 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 5/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-0924)25WA-0924 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/2/2025 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-1634)25WA-1634 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 6/4/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1726)25WA-1726 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/7/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1140)25WA-1140 | *Performance target design*Target testing | |
| 5/10/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (25WX-0185)25WX-0185 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts*This course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence | Smith Bryan |
| 4/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Federal Tax Update for Business with Doug Van Der Aa (Webinar) (25WA-0873)25WA-0873 | *Recent tax legislation, rulings and developments impacting business taxpayers*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S corporation and partnership developments*Travel, meals and entertainment expense reporting update | Van Der Aa Douglas J |
| 4/30/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1113)25WA-1113 | *Accounting*Finance*Operations | Fountain Lynn |
| 5/9/2025 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1354)25WA-1354 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 5/21/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1982)25WA-1982 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-0540)25WA-0540 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 4/17/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-2129)25WA-2129 | *Communication*Leadership*Character*Behavior | |
| 6/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1750)25WA-1750 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 6/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (25WX-0199)25WX-0199 | *Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. *Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. *Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit. | Brolin Dawn |
| 4/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-1086)25WA-1086 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 5/8/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1796)25WA-1796 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/10/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1432)25WA-1432 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 5/23/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-1045)25WA-1045 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Stephens Tommy G |
| 5/6/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-1710)25WA-1710 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/6/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1665)25WA-1665 | *Communication | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-0648)25WA-0648 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 4/22/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-2266)25WA-2266 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1555)25WA-1555 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/31/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-0353)25WX-0353 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 4/28/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-0616)25WA-0616 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 4/21/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-1464)25WA-1464 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 5/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (25WA-0843)25WA-0843 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 4/29/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1934)25WA-1934 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/14/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Audit 301: Code of Professional Conduct - Key for Auditors (Webinar) (25WX-0190)25WX-0190 | *Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional Conduct*Familiarity, self-interest, self-review and other independence threats*General requirements and management responsibilities when performing both attest and non-attest services for the same client*Safeguards for common independence threats | Louis Jennifer |
| 4/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| A 7-Step Framework for Marketing Client Accounting Services (Webinar) (25WX-0335)25WX-0335 | *An efficient process to identify, attract and consultatively sell CAS to new prospects*Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels*How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market | |
| 4/28/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1225)25WA-1225 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 5/14/2025 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-2278)25WA-2278 | *Accounting*Leadership*Management | Lindell James T |
| 6/28/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-0723)25WA-0723 | *Quality Management Standards*Risk Management*Compliance and Adoption | |
| 4/25/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-0657)25WA-0657 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 4/23/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-0348)25WX-0348 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 4/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-2051)25WA-2051 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/19/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1739)25WA-1739 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/7/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2024 Tech Update (Webinar) (25WA-1301)25WA-1301 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations | Stephens Tommy G |
| 5/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1105)25WA-1105 | *Communication | |
| 5/9/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1701)25WA-1701 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/6/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-0687)25WA-0687 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 4/24/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1534)25WA-1534 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 5/30/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (25WA-0892)25WA-0892 | *Information Technology*Cryptocurrency*Blockchain | Yoss Stephen M |
| 5/1/2025 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1216)25WA-1216 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-0325)25WX-0325 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next* | |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1530)25WA-1530 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 5/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1515)25WA-1515 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 5/29/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1741)25WA-1741 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 6/7/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1755)25WA-1755 | *Business Management*Organization | Lindell James T |
| 6/9/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1115)25WA-1115 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/9/2025 | 2 - 4:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-2211)25WA-2211 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-2104)25WA-2104 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Deficiencies in EBP Audits (Webinar) (25WX-0366)25WX-0366 | *Employee benefit plans*Audit procedures and documentation | Critcher Melissa G |
| 4/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1794)25WA-1794 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-2329)25WA-2329 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1967)25WA-1967 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/17/2025 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 Excel Best Practices (Webinar) (25WA-0719)25WA-0719 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 4/25/2025 | 12 - 7:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-2284)25WA-2284 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1844)25WA-1844 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (25WA-0497)25WA-0497 | *ICOC*Compliance Testing*Major Program Determination | Galasso Melisa |
| 4/17/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1736)25WA-1736 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/7/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1435)25WA-1435 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/24/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Role of HR in Business Sustainability (Webinar) (25WA-1889)25WA-1889 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/13/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1572)25WA-1572 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transform Your Organization With Office 365 and Teams (Webinar) (25WX-0271)25WX-0271 | *Orientation to the Office 365 ecosystem*Strategic value of deploying Office 365*Using the Teams app as the central hub for your online communications and collaboration*Setting up your file management system with SharePoint and OneDrive*Leveraging the Office 365 mobile apps to take your office on the road*Using the Planner app to track and manage team projects*Harnessing the Forms app to convert your forms to digitally fillable online forms*Orientation to the Office 365 Admin app*Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer*Tips and best practices for developing your Office 365 deployment strategy | Higgins John H |
| 4/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-1646)25WA-1646 | *Accounting and Finance | Fountain Lynn |
| 6/4/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-0684)25WA-0684 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 4/24/2025 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1008)25WA-1008 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 5/5/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1605)25WA-1605 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1203)25WA-1203 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 5/13/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1145)25WA-1145 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 5/10/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1769)25WA-1769 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/9/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-2246)25WA-2246 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 502: The Art of Discipline and Getting Things Done (Webinar) (25WX-0364)25WX-0364 | *Creating a culture of discipline*Project and time management best practices*Avoiding common time wasters*Tips for both getting, and staying, organized*Managing stress for yourself and others*Managing productive meetings | Louis Jennifer |
| 4/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-0865)25WA-0865 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 4/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1135)25WA-1135 | *Communication*Feedback*Management*Leadership | |
| 5/10/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-0537)25WA-0537 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 4/17/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1903)25WA-1903 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/14/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-1631)25WA-1631 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/3/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1757)25WA-1757 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-2166)25WA-2166 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1172)25WA-1172 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 5/12/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-0654)25WA-0654 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 4/23/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1524)25WA-1524 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 5/29/2025 | 8 - 9:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1151)25WA-1151 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 5/10/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1824)25WA-1824 | *Communication*Leadership*Character*Behavior | |
| 6/11/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-2172)25WA-2172 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-0465)25WA-0465 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 4/16/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-0567)25WA-0567 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 4/18/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1543)25WA-1543 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 5/30/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-0898)25WA-0898 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 5/1/2025 | 3 - 10:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-0917)25WA-0917 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 5/2/2025 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-0224)25WX-0224 | *What business owners really want from a CFO/business advisory service (it's not what you think).*How to determine if you're qualified to provide CFO/business advisory services.*Why now is the right time to be providing CFO/business advisory services.*How to get new clients to your practice and how to approach existing clients.*Why clients need you and why you need them.*How much you should be charging for this type of service.*How to provide a CFO/business advisory service in the most efficient way possible. | |
| 4/17/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1832)25WA-1832 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/11/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (25WA-0815)25WA-0815 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers | Tankersley Brian F |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-0688)25WA-0688 | *Accounting*Finance | Fountain Lynn |
| 4/24/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1425)25WA-1425 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 5/23/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2102)25WA-2102 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/21/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Using Microsoft Teams to Host Virtual Meetings (Webinar) (25WX-0386)25WX-0386 | *Overview of using Microsoft Teams for online meetings.*Detailed review and analyze all the Teams meeting app features.*Setting up a meeting with all the meeting options available.*Tips for scheduling meetings with internal and external participants.*Integrating with Microsoft Outlook.*Creating a registration page for invitation only meetings.*Managing your audio/video settings.*Configuring your "in meeting" features.*Recording and transcribing a meeting.*Tips for hosting virtual meetings in Teams. | Higgins John H |
| 4/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-1809)25WA-1809 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/10/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1569)25WA-1569 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Top PDF Features You Should Know (Webinar) (25WA-0899)25WA-0899 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 5/1/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-2064)25WA-2064 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/20/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1478)25WA-1478 | *Change management*Leadership | |
| 5/27/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Internal Control Fundamentals (Webinar) (25WA-0434)25WA-0434 | *Risk Assessment*Internal Controls*COSO | Galasso Melisa |
| 4/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1131)25WA-1131 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/10/2025 | 10 a.m. - 12:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1550)25WA-1550 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 5/30/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-0557)25WA-0557 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 4/18/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-0566)25WA-0566 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 4/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0750)25WA-0750 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 4/26/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Annual Update for Accountants and Auditors (Webinar) (25WA-0791)25WA-0791 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits | Galasso Melisa |
| 4/28/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SECURE Act 2.0: What You Need to Know (Webinar) (25WA-0739)25WA-0739 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage | Dilley Steven C |
| 4/25/2025 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-2169)25WA-2169 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/24/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-0612)25WA-0612 | *Languages of appreciation*Appreciation strategies | |
| 4/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1207)25WA-1207 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 5/13/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-0804)25WA-0804 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 4/28/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Operations Level Internal Control (Webinar) (25WC-0053)25WC-0053 | *An overview of controls that drive procedures
*Considerations for Procedural Control Development
*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 4/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0021)25WC-0021 | *How is fraud detected?
*The role of external auditors in finding fraud
*Revenue recognition issues
*Corrupt management
*Data mining
*Physical and biometric controls | Basney Dana |
| 4/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Power of "Why" (Webinar) (25WC-0042)25WC-0042 | *The importance of "Why"
*Linking cause and effect
*Keeping Freddy P. Softy away from your door
*The 5-15 Report
*The Doorway to Creativity
*Why Leadership and Personal Growth
*Three cases | O'Brien William |
| 4/25/2025 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| CANCELLED - Monthly Individual Tax Update (Webinar) (25WC-0028)25WC-0028 | *Individual tax developments coming from Congress, the Treasury Department, the courts, and academe.
*Time-sensitive topics from the past 30 days. | |
| 4/23/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (25WC-0022)25WC-0022 | *Major provisions of GAAP Codification Topic No. 230
*Statement classification issues
*Reporting operating cash flows: Direct and indirect methods
*Preparing the statement: Workpaper techniques
*Useful cash flow ratios
*Bankruptcy prediction using the statement of cash flows | Taylor Summer |
| 4/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Introduction to Excel Macros (Webinar) (25WC-0011)25WC-0011 | *Getting started with Excel macros by using the Macro Recorder
*Fundamentals of writing VBA code Saving and sharing macros
*Getting started with User-Defined Functions | Stephens Tommy G |
| 4/17/2025 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Combating Internal Fraud (Webinar) (25WC-0019)25WC-0019 | *Understand why internal fraud occurs
*Review policies, procedures and control measures designed to fight fraud | Egnatoff Karl W |
| 4/22/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fundamentals of Outbound US Rules of International Taxation (Webinar) (25WC-0037)25WC-0037 | *The US Taxing Jurisdiction
*Sourcing Rules
*Foreign Tax Credits
*Subpart F
*Global-Intangible Low-Taxed Income
*Passive Foreign Investment Companies
*IC-DISCs | |
| 4/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Qualification Requirements (Webinar) (25WC-0049)25WC-0049 | *Qualified shareholder requirement
*Trusts as shareholders
*Estates as shareholders
*Qualified tax exempt shareholders
*Tax planning ideas to accommodate economic investments by disqualified investors
*Special rules for counting the number of shareholders
*One class of stock requirement
*Indirect preferences creating risk of failing one class of stock requirement
*Disqualified corporations
*Making an effective S corporation election
*Relief for late or defective elections
*Inadvertent termination relief for involuntary terminations | McWilliams John G. |
| 4/28/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies (Webinar) (25WC-0010)25WC-0010 | *Understanding many of today's emerging technologies and their role in business environments
*Applied examples of artificial intelligence and machine learning
*Risks associated with emerging technologies | Stephens Tommy G |
| 4/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cloud Services (Webinar) (25WC-0060)25WC-0060 | *Cloud migration*Public, private and hybrid cloud types*Best practices | |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - How to Manage Your CPA Practice (Webinar) (25WC-0035)25WC-0035 | *Client management
*Employee management
*Pricing models
*Partner management | |
| 4/24/2025 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Managing a Hybrid Workforce (Webinar) (25WC-0061)25WC-0061 | *Leadership Development
*Management | |
| 4/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small Business Stock Gains: Exclusion and Deferral Opportunities (Webinar) (25WC-0016)25WC-0016 | *IRC 1202--The benefit of the exclusion
*IRC 1202--The requirements that must be met
*IRC 1202--Limitation on the amount of the exclusion
*Comparison of the IRC 1202 exclusion to making S corporation election
*IRC 1045--The benefit of the deferral
*IRC 1045--The requirements that must be met
*The basics of Employee Stock Ownership Plans (ESOP)
*IRC 1042--The benefit of the deferral
*IRC 1042--The requirements that must be met | McWilliams John G. |
| 4/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dealing With IRS Appeals (Webinar) (25WC-0057)25WC-0057 | *Opportunities for appealing IRS actions
*Preparing the case for an appeal
*Best strategies for handling appeals
*Alternate dispute resolution options before and after the appeal
*Appeals of collection and penalty determinations
*Understanding state appeals for income, sales and employment taxes | |
| 4/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Nonverbal Communication: The Silent Language of Success (Webinar) (25WC-0030)25WC-0030 | *Nonverbal communication--Virtual | |
| 4/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WC-0067)25WC-0067 | *Understanding the Microsoft 365/Office 365 subscription model
*Working with vital 365-based apps and services
*Using Teams as your primary collaboration tool
*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 4/30/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (25WC-0023)25WC-0023 | *Modeling cash flow and capacity
*Adaptive Capacity Model
*Segall's Law | Baker Ronald J |
| 4/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| FASB Update: What's New? April 2025 (Webinar) (25WC-0065)25WC-0065 | *FASB's current activities
*ASUs issued
*Workplan agenda | Barnes Bobbe |
| 4/30/2025 | 1:30 - 3 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (25WC-0047)25WC-0047 | *Calculation of the GST tax, and how it relates to the estate tax and gift tax
*Direct skips, taxable distributions, and taxable terminations
*GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts
*Calculating the benefit of and designing Dynasty Trusts | |
| 4/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Responsibilities for CPAs: Ethics (Webinar) (25WC-0015)25WC-0015 | *Ethical Responsibilities for CPAs
*The AICPA Code of Professional Conduct
*PCAOB Ethical Standards
*The Sarbanes Oxley Act
*The Foreign Corrupt Practices Act
*Circular 230 for Tax Practitioners
*The Dodd-Frank Banking Reform Act | Basney Dana |
| 4/21/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Executive Presentation Presence: Speak Up, Move Up (Webinar) (25WC-0031)25WC-0031 | *Constructing and delivering effective presentations
*Identifying target audiences
*Common communication problems
*Nonverbal communication | |
| 4/23/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It (Webinar) (25WC-0046)25WC-0046 | *Practice Management
*Factors that Cause Turnover
*Boosting Engagement and Retention | |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Better Productivity Through Artificial Intelligence and Automation Tools (Webinar) (25WC-0026)25WC-0026 | *Practical opportunities to leverage artificial intelligence and automation in business settings
*Potential risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier | Stephens Tommy G |
| 4/22/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Form 706 Preparation Part 2: Reporting Assets (Webinar) (25WC-0024)25WC-0024 | *Action steps in 706 preparation engagement
*Filing requirements, new forms, IRS return review procedures, closing letters
*Obtaining transcripts and previously filed returns
*Completing introductory pages 1--4
*Worksheets provided: Summary of Estate Plan
*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | Joseph Donita M. |
| 4/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (25WC-0052)25WC-0052 | *Critical risks in QuickBooks environments
*Internal control options that can mitigate risk to prudently acceptable levels
*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 4/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Reporting Changes in Greater Detail (Webinar) (25WC-0012)25WC-0012 | *Reformatted financial statement details
*RFS impact on business operations
*Ten action items for immediate consideration
*Five cases | O'Brien William |
| 4/18/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Hybrid Remote Life: It's Not Going Anywhere (Webinar) (25WC-0062)25WC-0062 | *Leadership
*Management of an Accounting Practice
*Personnel
*The Hiring and Onboarding process
*Managing a Remote Team | |
| 4/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (25WC-0034)25WC-0034 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care
*Debt management, including reverse mortgages and education financing
*Insurance and investments from a life-planning perspective
*Income tax legislation, cases, and rulings
*Estate and trust planning strategies | |
| 4/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Living Trust Administration Workshop (Webinar) (25WC-0025)25WC-0025 | *The steps in Trust Administration
*Delaware Tax Trap -its unique use
*Change of the exemption in 2026 and its impact
*Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust
*Preparation of trust accountings
*Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs | |
| 4/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Elections: Beware of the Minefield (Webinar) (25WC-0054)25WC-0054 | *Tax elections for various entities
*Tax elections relevant for accounting matters
*Tax elections involving special items | Dellinger Arthur J. |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Protecting Digital Data: More Important Now Than Ever Before (Webinar) (25WC-0040)25WC-0040 | *Securing individual documents
*Protecting information resident in the Cloud
*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 4/25/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| OCBOA Case Studies (Webinar) (25WC-0051)25WC-0051 | *Income tax-basis financial statement presentations
*Cash and modified-cash financial statement presentations
*Innovative and EBITDA type reports
*OCBOA engagements
*AICPA Financial Reporting Framework for Small- and Medium-Sized Entities | Dennis Suzan C. |
| 4/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fundamentals of Inbound US Rules of International Taxation (Webinar) (25WC-0043)25WC-0043 | *Withholding on dividends, interest, rents, royalties, and compensation
*Withholding rules on foreign investment in US Real Estate
*163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation
*Foreign Persons with a US Trade or Business
*Taking advantage of tax treaties
*Tax-Advantaged Transfer Pricing
*IRS Audit Tools for Foreign-Owned Corporations | |
| 4/25/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Conversions (Webinar) (25WC-0048)25WC-0048 | *Reasons to terminate an S corporation election
*Involuntary terminations
*Voluntary revocations the process and the consequences
*Tax planning opportunities related to the termination of S corporation status
*Complications arising from a mid-year termination
*Limitations on re-electing S corporation status
*Making the S corporation election how and why
*Built-in gain planning | McWilliams John G. |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| International Taxation (Webinar) (25WC-0033)25WC-0033 | *Income tax treaties
*Residence tests
*Effectively connected income
*FDAP and FIRPTA withholding
*Avoiding transfer taxation of foreign investors
*Pre-immigration tax planning | |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Doing Well by Doing Good (Webinar) (25WC-0066)25WC-0066 | *AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230
*Implications of the Sarbanes-Oxley Act of 2002
*Recent, relevant cases on accounting profession ethics and professional responsibility
*Areas the partner should pay particular attention to
*What it means to be a profession and a professional
*Ethical frameworks | Baker Ronald J |
| 4/30/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| S Corporations: Distributions, Stock Basis and Loss Limitations (Webinar) (25WC-0041)25WC-0041 | *Details of the stock basis adjustments when an S election is effective
*Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income
*Definition of "accumulated adjustment account" (AAA)
*Special rule when there is a "net negative adjustment"
*The rule limiting losses to stock and shareholder loans to the corporation
*The tax complications related to using shareholder loans to the corporation to deduct losses
*The basis adjustment ordering rules when there are losses and distributions in the same taxable year
*Tax planning opportunities and strategies | McWilliams John G. |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Performance Reporting: Changes To Know (Webinar) (25WC-0009)25WC-0009 | *Reformatted financial statements overview
*Status of accounting's perfect storm
*Four cases | O'Brien William |
| 4/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Planning Trends and Opportunities for Clients (Webinar) (25WC-0029)25WC-0029 | *Cash flow management and budgeting
*Insurance
*Investments
*Education
*Income tax
*Retirement
*Estate Planning
*Closely-held business owners
*Marriage, cohabitation and divorce | |
| 4/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Health Insurance Planning (Webinar) (25WC-0063)25WC-0063 | *The interrelationship of health, happiness and financial well-being
*Tax planning for health care costs
*The failures and successes of the Affordable Care Act
*Medical insurance terminology, alternatives and strategies for selecting the best option
*The pros and cons of health savings accounts | |
| 4/30/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0017)25WC-0017 | *FASB Technical Agenda and upcoming changes
*ASUs
*Implementation dates and methods
*Audit quality initiatives
*Changes to AICPA auditing standards; and PCAOB standards | Taylor Summer |
| 4/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CANCELLED - World Class Cost Accounting: A Practical Application (Webinar) (25WC-0038)25WC-0038 | *Tracing direct costs to products
*Substantially reduce MFG overhead
*Embed ABC in MFG cost systems | |
| 4/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Analysis for Managers (Webinar) (25WC-0032)25WC-0032 | *Pros/cons of ratio analysis
*Cash flow analysis
*Operating leverage vs. financial leverage
*Effective financial performance measures | Bedwell Robert |
| 4/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 706 Preparation Part 1: Overview Including Portability (Webinar) (25WC-0018)25WC-0018 | *Action steps in 706 preparation engagement
*Filing requirements, new forms, IRS return review procedures, closing letters
*Obtaining transcripts and previously filed returns
*Completing introductory pages 1--4
*Worksheets provided: Summary of Estate Plan
*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | Joseph Donita M. |
| 4/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comps, Reviews and Preparations: How the Accounting Profession Got It Right (Webinar) (25WC-0020)25WC-0020 | *General Principles applicable to all SSARS engagements
*Compilations
*Reviews
*Preparations | Ferdinand Richard |
| 4/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting (Webinar) (25WC-0036)25WC-0036 | *Forensic Accounting
*Family Law
*Business Valuations
*Economic Damages
*Fraud
*Financial Investigations | |
| 4/24/2025 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Advanced Excel (Webinar) (25WC-0013)25WC-0013 | *Collaboration and security techniques
*Tables, data models, and PivotTables
*Advanced formulas
*Data queries
*Creating effective visualizations | Stephens Tommy G |
| 4/18/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments and Credits (Webinar) (25WC-0058)25WC-0058 | *Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction
*Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q
*Qualified Conservation Easements, Schedule U
*Making Sec. 6166 election and using Graegin loans | Joseph Donita M. |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WC-0045)25WC-0045 | *Underlying concepts of internal control
*Defining where and why controls, policies and procedures are needed
*Legacy control measures that are still important for businesses today
*Creating control measures that address the use and protection of technology | Egnatoff Karl W |
| 4/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Senior Healthcare Strategies (Webinar) (25WC-0064)25WC-0064 | *The interrelationship of health, happiness, and financial well-being
*Traditional long-term care insurance, hybrid strategies, or self insure?
*Medicare Parts A, B, C, and D and Medigap plans
*Incapacity, elder law, Medicaid, and choosing a long-term care facility
*Hospice and palliative care | |
| 4/30/2025 | 2:30 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25WC-0044)25WC-0044 | *Emerging technologies all business professionals should know
*Considerations associated with upgrading to Windows 11
*Practical options for protecting your data
*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 4/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Backups Done Right (Webinar) (25WC-0039)25WC-0039 | *List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems
*List all critical and non-critical applications and establish their order of recovery
*Differentiate between backup solutions based on their features and benefits | Stephens Tommy G |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audits of 401k Plans (Webinar) (25WC-0014)25WC-0014 | *SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits
*Update of the changes affecting 401k plans
*Compliance issues commonly encountered in 401k plan audits
*Best practices for engagement planning, internal controls, risk assessment, and detailed testing
*Common audit reporting and disclosure issues | Bedwell Robert |
| 4/21/2025 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 706 Preparation Part 3: Reporting Deductions (Webinar) (25WC-0050)25WC-0050 | *How to report funeral and administrative expenses on Schedule J and/or L
*How to report debts, mortgages and liens on Schedule K
*Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions
*Charitable deduction Schedule O and potential problems | Joseph Donita M. |
| 4/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (25WC-0056)25WC-0056 | *Intestate succession and probate administration
*Holding title to assets
*Lifetime asset transfers and testamentary asset transfer planning
*Structures to avoid or minimize transfer taxes
*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 4/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0055)25WC-0055 | *Preparation, Compilations and Reviews | |
| 4/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CyberPsychology: Conquering Insider Threat (Webinar) (25WC-0059)25WC-0059 | *Exploiting control gaps and control weaknesses
*Psychological tactics used in attacks
*A review of robust controls
*Data access observables, changes in network patterns
*A review of the audit, HR, IT and management relationships
*Proactive approaches to recognize evolving risks and avoid breaches | Groves Toby L. |
| 4/29/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| What's So Funny 'Bout Accounting and Tax Ethics (Webinar) (25WC-0027)25WC-0027 | *AICPA Code of Professional Conduct
*Threats to compliance with Code of Ethics
*Updated Statement of Standards for Taxpayer Services (SSTS)
*Ethical challenges in selecting appropriate GAAP alternatives | Ferdinand Richard |
| 4/23/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (25WS-0099)25WS-0099 | *Characteristics of a gig economy*Who is an employee and who is an independent contractor?*Form 1099-NEC and reporting of non-employee compensation*Reporting on Form 1099-K*Gig workers and the requirement to pay self-employment tax throughout the year*State tax implications of remote work for the business owner and workers*How remote work creates state tax nexus*Tax implications of employee telecommuting for the employer*The "convenience of the employer" rule*Drivers of both people and of meals or other products*Section 199A deduction*Implications of the Vizcaino case | |
| 4/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Webinar) (25WS-0094)25WS-0094 | *Why the IRS selects a tax return for audit*What happens when the taxpayer disagrees with the results of the audit*IRS employees who interact with taxpayers during an audit*FATCA audits*Types of IRS examinations*Potential IRS audit outcomes*Substitute for returns*Large Partnership Compliance Program*IRS's shift in audit strategies*Responding to IRS Notices online*Audits of high income and high net-worth individuals*The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships*IRS Letters of Concern | |
| 4/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Sale and Transfer of Energy Credits: Final Regulations and IRS Guidance (Webinar) (25WS-0093)25WS-0093 | *Overview of energy credits eligible for transfer or direct pay*Pre-registration requirement*Which taxpayers are eligible to transfer credits?*Which types of entities may elect direct pay?*Special rules affecting partnerships and S corporations*Rules for transferees, including passive activity loss rules*Who bears the risk of credit recapture?*Tax reporting, filing deadlines, and redesigned Form 3800 | |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-0091)25WS-0091 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | |
| 4/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (25WS-0096)25WS-0096 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-0092)25WS-0092 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 4/22/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-0095)25WS-0095 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-0098)25WS-0098 | *Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor "economic reality" test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker's employment status? How does the final rule explain "extent to which the work performed is an integral part of the employer's business?"*The Federal Trade Commission's Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a "worker"*New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds | |
| 4/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0097)25WS-0097 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | |
| 4/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Creating a Winning Culture (Webinar) (25WI-0101)25WI-0101 | *Culture - Why, What, and the Magnetic Firm
*Purpose-driven
*Great Leadership
*Culture of Growth
*Inspiring Workplace | |
| 6/18/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (25WI-0098)25WI-0098 | *Understand the modern workforce, from both a generational angle and from a societal viewpoint.
*Realize that our communication patterns must change to reach across the workforce
*Prioritize the effort based on the makeup of the workforce, with Millennials the largest cohort
*Strategies and tips for managing the new workforce
*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture | |
| 6/12/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| SMART Goal-Setting As a Path to Flourishing (Webinar) (25WI-0093)25WI-0093 | *What is a goal?
*Objectives and key results
*SMART goals: What they are, how to set them and how they lead to success | |
| 6/3/2025 | 12 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Under Stress (Webinar) (25WI-0065)25WI-0065 | *Ten effects of stress on ethics
*Stress-induced cognitive bias
*Effects of stress on organizations
*Strategies to remain resilient and bolster ethical behavior during times of stress | |
| 4/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Futuristic Audit Trends: The Future is Now (Webinar) (25WI-0095)25WI-0095 | *Cloud technology, AI, Machine Learning and Blockchain
*Cloud Advisory services
*Utilization of remote technology and technologic innovations to create more efficient engagements
*Next steps for audit firms to avoid being disrupted | |
| 6/5/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (25WI-0081)25WI-0081 | *Hiring the "best fit" for tough jobs at all levels
*Cloning your top performers
*Motivating and managing for the long term
*Feedback for all generations
*How to manage millennials
*High performers
*The employee/employer relationship
*Core values highly regarded by all generations | |
| 5/13/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Controller Series: Technology - Must-Have Excel Competencies (Webinar) (25WI-0073)25WI-0073 | *Reality of Excel use
*Gartner - Magic Quadrant of tools for data analysis
*Will Excel go away?
*Two essential Lean principles
*Misuses of Excel
*APIs (Automated Program Interfaces)
*Relationship between Excel and data analytics
*Excel tips and tricks | |
| 4/28/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0094)25WI-0094 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 6/4/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing (Webinar) (25WI-0092)25WI-0092 | *Improve your writing and presenting skills by using a checklist
*Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence
*Clear the slide deck to make your presentation more engaging
*Use your non-verbal skills to present powerfully
*Know how to effectively respond when they say "no" | |
| 5/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics With A Dash of Courage (Webinar) (25WI-0089)25WI-0089 | *The Value of a Courageous Culture and courageous decision-making models
*Challenges to creating a culture of courage
*Communicating your courageous culture
*How/When to speak up? Career-ending vs teachable moment?
*Supporting courageous decisions
*Communicating courage
*The Journey to Leading with Courage -- Building a personal action plan | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0080)25WI-0080 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 5/9/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (25WI-0096)25WI-0096 | *Modern definitions of diversity and inclusion
*Diverse work environment *Types of diversity
*The importance of people as a competitive advantage
*Characteristics of high performers
*Generation Millennials and WIFI
*Recruiting on Linkedin
*Ethical ties to diversity and inclusion
*The art of Culture *Managing diverse workforces
*Bias pitfalls
*Diversity task force
*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program. | |
| 6/9/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Without Fear for Accounting and Finance Professionals (Webinar) (25WI-0103)25WI-0103 | *Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world
*A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made.
*Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision. | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Practice Quarterly: 2025 Future-Focused Tax Practice (Webinar) (25WI-0104)25WI-0104 | *Tax practice management
*Staff management strategies
*Billing and client service strategies | |
| 6/24/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Latest Fraud Trends: Current Research and Examples (Webinar) (25WI-0067)25WI-0067 | *Understand auditor's responsibilities regarding fraud in an audit
*Stay ahead of current trends and types of fraud
*Gain exclusive insights from forensic professionals
*Learn behaviors and strategies for auditor's consideration of fraud | |
| 4/17/2025 | 9:30 a.m. - 12 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Tax Practice Quarterly: 2025 Future-Focused Tax Practice (Webinar) (25WI-0100)25WI-0100 | *Tax practice management
*Staff management strategies
*Billing and client service strategies | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Professional Conduct (Webinar) (25WI-0088)25WI-0088 | *Discussion of what makes an ethical dilemma.
*Review of recent ethical violations
*Practical applications of the independence and conflict of interest rules
*Current PCAOB concerns | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tools for Mastering Ethical Decision Making (Webinar) (25WI-0064)25WI-0064 | *Recognize the elements of an ethical dilemma
*Tools to develop moral courage
*What to think, say, and do when faced with an ethical dilemma
*How to use the Four Component Framework (James Rest) to address ethical issues | |
| 4/14/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (25WI-0075)25WI-0075 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 5/2/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 2025 Summer Tax Rewind (Webinar) (25WI-0106)25WI-0106 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145 (Webinar) (25WI-0072)25WI-0072 | *Risk assessment under SAS No. 145
*Overview of the steps to perform during risk assessment
*Testing the design, implementation, and operating effectiveness of controls
*New concepts due to the issuance of SAS No. 145 | |
| 4/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let Go and Lead: The Crucial Art of Delegation (Webinar) (25WI-0099)25WI-0099 | *When is it time to delegate
*What should you be delegating
*To whom should you be delegating it
*What are the benefits of creating more time to lead | |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2025 Spring Tax Rewind (Webinar) (25WI-0074)25WI-0074 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 4/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controller Series: Insightful Financial Analysis (Webinar) (25WI-0078)25WI-0078 | *Reasons why it's so difficult to provide an "insightful" financial analysis
*What is the definition of a financial analysis
*The six steps of a financial analysis
*Key takeaways | |
| 5/7/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (25WI-0091)25WI-0091 | *The differences between being an employee versus a manager or leader
*New skills needed
*Letting go of your old role
*Building a coaching culture
*Motivating people
*Goal setting
*Leader credibility
*Delegating tasks
*Handling feedback
*Managing friends
*Aligning Leadership with Strategy | |
| 5/29/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (25WI-0079)25WI-0079 | *Culture's driving force
*Shared vision and purpose
*Employee engagement
*Communication
*Platforms and tools
*Process and rhythm to execute | |
| 5/8/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Case for Designing an Experience-Led Organization (Webinar) (25WI-0083)25WI-0083 | *Customer Experience as Next-Generation Branding
*Employee Experience as the Future of Work
*Cultural analytics and culture management | |
| 5/15/2025 | 8 - 10:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (25WI-0086)25WI-0086 | *The differences between being an employee versus a manager or leader
*New skills needed
*Letting go of your old role
*Building a coaching culture
*Motivating people
*Goal setting
*Leader credibility
*Delegating tasks
*Handling feedback
*Managing friends
*Aligning Leadership with Strategy | |
| 5/20/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (25WI-0084)25WI-0084 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 5/16/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 2025 Spring Tax Rewind (Webinar) (25WI-0077)25WI-0077 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 5/6/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (25WI-0097)25WI-0097 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 6/10/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Key Financial and Economic Issues Facing the Financial Executive (Webinar) (25WI-0082)25WI-0082 | *Understanding the current economic issues for the CFO/Controller to include:
*Strategic, operational planning and risk management
*Regulatory, Fiscal and Monetary policies impact on the organization
*Managing the finances of the organization during periods of rapid changes
*Managing risk in an uncertain economic climate | |
| 5/14/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Practice Quarterly: Navigating Innovation in Tax (Webinar) (25WI-0087)25WI-0087 | *Innovation in tax technology
*Gen AI use in tax practices | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Essential Skills for Powerful Business Writing (Webinar) (25WI-0076)25WI-0076 | *Save time by planning and organizing your writing
*Prepare beginnings and endings that grab and keep the reader's attention
*Put your writing on a diet, cut the fat and write concisely
*Writing mechanics including word usage, grammar, punctuation, and proofreading
*Edit and polish your writing for maximum impact
*Practice with real-world writing makeovers | |
| 5/6/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2025 Summer Tax Rewind (Webinar) (25WI-0107)25WI-0107 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients' Needs (Webinar) (25WI-0070)25WI-0070 | *The common mistakes communicators make
*Why becoming a trusted advisor depends on questioning and listening
*Tactics of effective listening
*Asking the right question the right way
*Coaching employees with varying levels of potential | |
| 4/23/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating the AI Landscape: An Introduction to Generative AI and ChatGPT for Accounting Professionals (Webinar) (25WI-0085)25WI-0085 | *Practical examples of productivity improvements using ChatGPT
*Live demonstration of ChatGPT | |
| 5/19/2025 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Tax Practice Quarterly: Navigating Innovation in Tax (Webinar) (25WI-0090)25WI-0090 | *Innovation in tax technology
*Gen AI use in tax practices | |
| 5/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Crucial Connection: Why You Should Care About Your Client's System of Internal Control (Webinar) (25WI-0066)25WI-0066 | *The audit risk model
*Key steps in understanding and evaluating your client's system of internal control
*Learn how to identify IT applications and IT controls relevant to the audit
*Apply risk assessment requirements to less complex entities
*Examples of risks arising from the use of IT and general IT controls | |
| 4/17/2025 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Use of Technology in an Audit of Financial Statements: Risk Assessment (Webinar) (25WI-0071)25WI-0071 | *Commonly reported barriers to adopting technology and overcoming them
*Illustrating where technology can improve the audit process
*Using technology to increase the efficiency and effectiveness of your risk assessment process | |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controller Series: Technology - Must-Have Excel Competencies (Webinar) (25WI-0105)25WI-0105 | *Reality of Excel use
*Gartner - Magic Quadrant of tools for data analysis
*Will Excel go away?
*Two essential Lean principles
*Misuses of Excel
*APIs (Automated Program Interfaces)
*Relationship between Excel and data analytics
*Excel tips and tricks | |
| 6/26/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Finance Business Partnering: A Roadmap to Strategic Influence (Webinar) (25WI-0068)25WI-0068 | *The evolution of the finance role*Defining business partnering*Building relationships*Business acumen*Strategic thinking and problem solving | |
| 4/17/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Featured
MNCPA Management & Business Advisers Conference (MBAC25) (25CF-MBAC)25CF-MBAC | | |
| 6/23/2025 | 8 a.m. - 5 p.m. | Brooklyn Center, MN and Online | 24 CPE (see agenda) | 9 Ethics |
| New CPA to CFO (Webinar) (25WX-0426)25WX-0426 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 4/28/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-0427)25WX-0427 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 4/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO Series: Ethical Decisions Made Easier -- Blurred Lines? (Webinar) (25WX-0436)25WX-0436 | *Ethics and moral principles*Identifying ethical dilemmas*Analyzing consequences and the impact on stakeholders*Applying ethical decision-making models*Effectively using the Code of Professional Conduct*Managing ethical conflicts and resolutions | |
| 6/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-0424)25WX-0424 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 4/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-0421)25WX-0421 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles | |
| 4/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Corporate Transparency Act Developments (Webinar) (25WX-0405)25WX-0405 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 4/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-0408)25WX-0408 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 4/16/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-0404)25WX-0404 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 4/15/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-0415)25WX-0415 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 4/18/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-0420)25WX-0420 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 4/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Microsoft 365 Copilot: Get Ready to Boost Your Productivity (Webinar) (25WX-0428)25WX-0428 | *Explore the nature of generative AI and how Microsoft is harnessing it in the Microsoft 365 ecosystem*How Copilot will help you compose emails and email responses and automate the management of your email organization*How Copilot will assist you in composing documents and reports that more effectively convey your information and message with less effort*How Copilot will assist you in creating more engaging PowerPoint presentations with ease*Steps you can do to prepare your firm or business to take full advantage of the Copilot AI technology | |
| 4/29/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-0402)25WX-0402 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 4/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: May 2025 Webinar Bundle (Webinar) (25WX-0430)25WX-0430 | *Week 1: CFO Series: CFO or Detective? Running Skillful Investigations | CPE: 2 | Field of Study: Auditing | Discussion Leader: Tracy Cooper, CPA, CFE | Date: Friday, May 2, 10:00 a.m. | Description: CFOs are on the front line of managing risk within the organization, often including investigations into suspected theft or fraud. Fraud investigations are not an accounting audit. Many lack the training needed to conduct a fair and legal investigation. This course will provide the essential knowledge and skills to conduct successful internal investigations. The goal is to ensure that when a case is referred to law enforcement or results in other legal action, the findings will be admissible and robust. How can we respect the rights of all parties involved, preserve evidence, conduct proper surveillance, and distinguish between company materials and individual property? Proper investigations are intricate. Be aware of the risk to the organization and to the investigating team. The goal is to lead and plan internal investigations with confidence and legal integrity. Be aware and be prepared.*Week 2: CFO Series: Better Management Reports, Clear and Simple = Great! | CPE: 2 | Field of Study: Accounting | Discussion Leader: Don Minges, MBA | Date: Friday, May 9, 10:00 a.m. | Description: Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades. Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Discover the power of "The Trifecta" and the five secrets of effective reports and presentations. Learn how to make your messaging a "re-memorable event" and how to give the users what they need to know. We will discuss how to make your reports useful and understandable to your audience. If management does not understand the financial reports they receive (most do not) this seminar will provide keen insights to make your reports truly useful. Be the hero who delivers informative reports. We will show great examples of what to do and how.*Week 3: CFO Series: Crisis Management -- Navigate the Storms Safely! | CPE: 2 | Field of Study: Auditing; Business Management & Organization | Discussion Leader: Rob Berry, CPA | Date: Friday, May 16, 10:00 a.m. | Description: Whether it's changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make or break your organization. This intensive seminar on crisis management and business continuity planning will equip you with the knowledge and skills to manage crises confidently and ensure that your organization stays resilient. Resilient organizations recover faster from crises. Failing to plan for the next crisis is planning to fail.*Week 4: CFO Series: Dealing with Ever Changing Accounting Standards | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, May 23, 10:00 a.m. | Description: GAAP is changing at an increasing rate. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will. | |
| 5/2/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (7 tech, 1 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0417)25WX-0417 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 4/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Enterprise Risk Management Implementation Keys (Webinar) (25WX-0437)25WX-0437 | *What is ERM and why is it important?*What is your risk appetite and risk tolerance?*The COSO framework for ERM and its recent updates*The ERM Steering committee -- what is it for and what does it do?*Risk heat maps -- evaluating what is hot and what is not*Risk owners and the risk control plan*Measuring the effectiveness of the implementation*The role of leading and lagging indicators - KRIs*Making it part of everyday management*The need to integrate ERM into strategic planning | |
| 6/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-0406)25WX-0406 | *Overview of AI technology and how it works*Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 4/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: CFO or Detective? Running Skillful Investigation (Webinar) (25WX-0429)25WX-0429 | *What is an investigation, and when is it warranted?*How to prepare for an investigation*Who should conduct it?*Defining the boundaries*When to outsource vs conduct the investigation internally?*Evidence collection and preservation*The paper and data trail*Witness statements*Employee rights during investigations*Investigative techniques (data analytics, surveillance, interviews)*Reporting results*When to take the next step -- the legal process | |
| 5/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: June 2025 Webinar Bundle (Webinar) (25WX-0435)25WX-0435 | *Week 1: CFO Series: SALT for CFOs -- What You Don't Know and Should Know | CPE: 2 | Field of Study: Taxes | Discussion Leader: David Barrons, CPA | Date: Friday, June 6, 10:00 a.m. | Description: The changes to state and local taxation are numerous and profound. What are the major changes to state and local taxes (SALT) beyond Wayfair? Be aware of the new, creative methods used to raise taxes. Why does every state need more revenue? How have the rules changed? What information, accounting systems, and software could be helpful? Virtually every organization may not be SALT compliant; the risk is real. For leaders who are not tax focused, you at least need to understand the risks of noncompliance and to learn more about minimizing those risks. Avoid penalties!*Week 2: CFO Series: Ethical Decisions Made Easier -- Blurred Lines? | CPE: 2 | Field of Study: Regulatory Ethics | Discussion Leader: Rob Berry, CPA | Date: Friday, June 13, 10:00 a.m. | Description: Ethics is always complicated. Enhancing your ethical decision-making skills is vital when dealing with omnipresent pressures in today's world. This seminar discusses a clear and easy-to-follow framework for navigating complex ethical dilemmas. You will gain the confidence to make sound ethical decisions in various professional settings using a practical and straightforward approach to ethics. Maintain your integrity and maintain your license. Ethics is not something to merely satisfy requirements; ethics is who we are, what we stand for, and why we are valuable.*Week 3: CFO Series: Enterprise Risk Management Implementation Keys | CPE: 2 | Field of Study: Auditing; Management Services | Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, June 20, 10:00 a.m. | Description: Every organization faces risks, but successful organizations identify, monitor, and manage risks before they become real. This seminar will help you understand Enterprise Risk Management (ERM) and help you confidently implement an ERM framework in your organization. This seminar will explore what ERM is, why it is crucial, and how you can seamlessly integrate it into your strategic planning. We will discuss a route map of how to implement an effective ERM program without disrupting the organization by building ERM practices into everyday management and planning.*Week 4: CFO Series: Decoding Balance Sheet Accounting Issues | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, June 27, 10:00 a.m. | Description: We mostly focus on the income statement, but what about other accounting concerns? This seminar discusses multiple common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis and case discussions, we highlight several key tools in understanding and communicating the importance of the cornerstone of accounting: the balance sheet. We must understand the real drivers of accounting issues to ensure that the balance sheet will be exemplary. | |
| 6/6/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 2 Ethics |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-0403)25WX-0403 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 4/14/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Design Incentive Compensation Plans That Work! (Webinar) (25WX-0423)25WX-0423 | *What are incentive plans really trying to achieve?*Types of incentive plans commonly found*What are the advantages and disadvantages of each?*What makes a plan work or fail*Compensation methods -- stock, options, cash, etc*Specific issues in design -- the unequal challenge, upper and lower limits, and tying to objectives*How to test a plan to ensure that it will work | |
| 4/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0416)25WX-0416 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 4/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-0425)25WX-0425 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 4/25/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-0413)25WX-0413 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 4/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0419)25WX-0419 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 4/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Decoding Balance Sheet Accounting (Webinar) (25WX-0438)25WX-0438 | *Typical accounting issues that impact the balance sheet*Where are the 'hidden' issues in unrecorded liabilities?*Why and how most balance sheets are not correct?*What are unrecorded assets, and why do they matter?*Suggestions to improve balance sheets*Identification and resolution of balance sheet challenges and changes*Communicating with your audience and stakeholders | |
| 6/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: SALT for CFOs -- What You Don't Know and Should Know (Webinar) (25WX-0434)25WX-0434 | *Why do local jurisdictions (e.g., states) need more tax revenue?*The creative new methods to raise taxes:*Including new taxes, rates, limits, exceptions, boundaries, etc*Exporting the tax burden*Employee vs independent contractors*Mobile workforce issues*The myriad, novel schemes to tax*Fees and licensing matters*Leading SALT software providers*Common implementation problems*States' expectations that technology makes compliance simple for the taxpayer*Do the costs of compliance outstrip the taxes due?*Officer liability for taxes -- it is a real thing!*How variable is SALT taxation?*Examples of the differences*Entity classification considerations in the SALT equation*Variability by state and each county within each state*The benefit/necessity of an annual review*Risk reduction strategies | |
| 6/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach "Tax" as a Second Language (Webinar) (25WX-0422)25WX-0422 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactions*Interacting with tax authorities | |
| 4/25/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CFO Series: Dealing with Ever Changing Accounting Standards (Webinar) (25WX-0433)25WX-0433 | *The modern finance and accounting organization chart*GAAP accounting changes*Why so many changes?*The speed of change and complexity*Accepting reality*Recognizing and fixing the top five accounting problems and errors*Revenue*Leases*Management estimates*Why is strategy necessary?*What is strategy?*The two keys to strategy*Balancing strategy with our day-to-day roles | |
| 5/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-0412)25WX-0412 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 4/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-0411)25WX-0411 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client *Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 4/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-0401)25WX-0401 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 4/14/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-0407)25WX-0407 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 4/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-0410)25WX-0410 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 4/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-0418)25WX-0418 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 4/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO Series: Better Management Reports -- Clear + Simple = Great! (Webinar) (25WX-0431)25WX-0431 | *Why do most managers not understand financial reports?*The mistakes users make and the mistakes the accountants make*Steps to take to correct the issues*What do managers need from their reports?*The step-by-step process to build reports to give them vital information*How to learn what your users want*Alternative methods to present reports*Systems and software could be helpful*Examples of great reports*What works and what does not work well?*Crafting the report to suit your audience*The benefit of and necessity of an annual review | |
| 5/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-0409)25WX-0409 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with:*Workspace*Gmail*Docs*Sheets*Slides*User Tips | |
| 4/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Beyond the Boardroom -- Best Governance Practices (Webinar) (25WX-0414)25WX-0414 | *Accountability in the workplace*Leadership, governance and ESG (Environmental, Social and Governance)*The role of the Board in governance*Setting ethical standards*The keys to true governance best practices*Practical applications in smaller organizations | |
| 4/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Crisis Management -- Navigate the Storms Safely! (Webinar) (25WX-0432)25WX-0432 | *The need for crisis management and business continuity plans*Risk assessment and identification*How to develop a crisis management framework*Crisis communication strategies*Business continuity planning essentials*Keys to crisis leadership and decision making in a crisis | |
| 5/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Audit Documentation: Workpapers To Pass Review (Self-Study) (24SX-0151)24SX-0151 | *Proper documentation as a means of audit quality
*Factors impacting the nature and extent of documentation
*Sample workpaper index and other organization tips
*Use of audit programs as means of audit documentation
*Checklist for self-review of workpapers and clearing review notes
*Multiple exercises on identifying workpaper deficiencies
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Featured
MNCPA Insight Hour (Webinar) (25FR-WM01)25FR-WM01 | *Fraud enforcement cases and environment *Leadership development *Minnesota Board of Accountancy Updates *Quality Management (QM) Standards *Key highlights from the 2025 Minnesota Legislature | |
| 4/25/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's 2024 Tax Update for Client Advisory Services (Webinar) (25WS-0103)25WS-0103 | *Common tax deadlines and penalties*Employee Retention Credit – new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | |
| 4/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Leadership Academy (In-person) (25SR-0001)25SR-0001 | *Workshop 1 (June 26) – Leadership Foundations
Leadership in a professional service firm; building a strong personal foundation; your unique qualities and how they impact your leadership approach; creating your leadership development plan. (8 CPE)
*Workshop 2 (July 24) – How to Lead Well in All Directions
Leading yourself; leadership challenges; work-life tensions; leading across, down and up; emotional intelligence; 360-degree feedback. (8 CPE)
*Workshop 3 (Aug. 26) – Essential Leadership Skills
Coaching skills; the anatomy of a coaching session; communication and difficult conversations; effective delegation; engaging and productive meetings; leading in a remote or hybrid environment. (8 CPE)
*Workshop 4 (Sept. 22) – The Innovative and Strategic Leader
Strategic thinking and innovation skills; building high-performance teams; adaptive and situational leadership; leading change; closing session with sponsoring partners. (8 CPE)
*Personalized Training Session
50-minute Zoom session with instructor to review your leadership development plan progress and develop next steps unique to your leadership journey. (1 CPE) | |
| 6/26/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE (0 tech, 33 non-tech) | 1.5 Ethics |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-0102)25WS-0102 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0104)25WS-0104 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | |
| 4/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Date and Penalties/Where Do I Need to File? (Webinar) (25WS-0105)25WS-0105 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | |
| 4/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Featured
K2's Excel Conference (Virtual) (25CF-K2EX)25CF-K2EX | *Why and how to use new functions and features in Excel*Advanced formulas and best practices for constructing them*Excel productivity tips and tricks*The power of the PivotTable | |
| 5/21/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| K2's Artificial Intelligence Conference (Virtual) (25CF-K2AI)25CF-K2AI | *Getting started with today's AI tools and how AI can benefit any business professional*Creating effective prompts to get the data you need*Managing AI-related risks*Advanced topics in AI, including creating customized AI tools | |
| 6/30/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| New Quality Management Standards: Bringing it All Together -- Exploring All Components of a Quality Management System (Webinar) (25WI-0117)25WI-0117 | *Quality management
*Peer review
*Audits | |
| 7/22/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Quality Management Standards: A Practical Approach to Risk Assessment and Response (Webinar) (25WI-0113)25WI-0113 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes (Webinar) (25WI-0116)25WI-0116 | *Quality management
*Peer review
*Audits
*Remediation
*Monitoring | |
| 7/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Quality Management Standards: Bringing it All Together -- Exploring All Components of a Quality Management System (Webinar) (25WI-0111)25WI-0111 | *Quality management
*Peer review
*Audits | |
| 4/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes (Webinar) (25WI-0110)25WI-0110 | *Quality management
*Peer review
*Audits
*Remediation
*Monitoring | |
| 4/17/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Client Acceptance and Engagement Continuance, Engagement Performance, and Information and Communication (Webinar) (25WI-0112)25WI-0112 | *Quality management
*Communication
*Evaluating risk | |
| 5/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: Resources -- Expectations for Firms and Engagement Partners (Webinar) (25WI-0114)25WI-0114 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 7/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Standards -- Documentation (Webinar) (25WI-0115)25WI-0115 | *Quality management
*Documentation of QM systems | |
| 7/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| QM Conversations: Monitoring and Retention (Webinar) (25WI-0118)25WI-0118 | *Monitoring techniques*Implementing remediation processes | |
| 9/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| QM Conversations: Peer Review (Webinar) (25WI-0119)25WI-0119 | *Preparing for peer review*Understanding expectations*Responding to feedback | |
| 11/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask About QM Series (Webinar) (25WI-0122)25WI-0122 | *How peer review intersects with the new QM standards*How to address common questions on compliance, and gain insights on preparing for peer reviews*Aligning your QM processes to meet peer review expectations | |
| 8/12/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ask About QM Series (Webinar) (25WI-0123)25WI-0123 | *Final checklist walkthrough to ensure your policies and procedures are robust and responsive to quality risks | |
| 9/30/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Technology Conference (Virtual) (25CF-TECH)25CF-TECH | *The latest information technology and software trends*Power BI, Excel, and QuickBooks*Artificial intelligence skills and security issues*Automation*Accounting software*Tech crimes*And more! | |
| 6/18/2025 | 8 a.m. - 4:15 p.m. | Online | 16 CPE (see agenda) | |
| Ask About QM Series (Webinar) (25WI-0121)25WI-0121 | *Practical steps for implementing QM standards effectively*Challenges and strategies of transitioning from planning to action in quality management | |
| 6/17/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| MNCPA Business Valuation Conference (25CF-BVAL)25CF-BVAL | | |
| 11/3/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
| MNCPA Audits of Employee Benefit Plans Conference (25CF-EBPA)25CF-EBPA | | |
| 5/19/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
| MNCPA Audits of School Districts Conference (Virtual) (25CF-SCHL)25CF-SCHL | | |
| 6/2/2025 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | 1 Ethics |
| K2's Artificial Intelligence Conference (Virtual) (25CF-K2A2)25CF-K2A2 | *Coming soon | |
| 11/7/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (25SI-0001)25SI-0001 | *AICPA Code of Professional Conduct and its conceptual framework
*Ethics and independence rules from the AICPA and other regulators, including the U.S. government
*Activities that discredit the profession
*Ethics interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC)
*Non-compliance with laws and regulations (NOCLAR)
*AICPA Statements on Standards for Tax Services (SSTSs)
*U.S. Treasury Department’s Circular No. 230
*Internal Revenue Service (IRS) penalty provisions | |
| Self-Study | | On-Demand | 9 CPE (9 tech, 0 non-tech) | 9 Ethics |
Featured
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25SR-0006)25SR-0006 | *Economic update
*Leadership and management changes as a result of the pandemic
*Productivity tips and tricks
*Hiring strategies
*Motivation techniques | |
| 4/29/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| MNCPA Estate & Personal Financial Planning Conference (25CF-EPFP)25CF-EPFP | | |
| 6/4/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 16 CPE (see agenda) | 1.5 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Self-Study) (25SX-0001)25SX-0001 | *How accountant liability is a very real threat in today's litigious society *A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit *Pitfalls in which the accountant may find him- or her- self while dealing with clients *Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Accounting and Auditing for ESG (Self-Study) (25SX-0002)25SX-0002 | *ESG | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Self-Study) (25SX-0003)25SX-0003 | *Awareness of advanced functions
*Creative methods for data manipulation
*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
*Real-life examples of innovative ways to analyze and report data with Excel
*Using Excel to perform e-mail merges
*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
*Enhance creativity in your approach to developing Excel models | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Planning: Balance Sheet and Cash Flow Projections (Self-Study) (25SX-0004)25SX-0004 | *Accounts Receivable
*Inventory
*Capital Budget
*Depreciation
*Accounts Payable
*Accrued Liabilities
*Working Capital Loans
*Debt
*Project interest expense more accurately
*Solving for Cash
*Projecting Covenant Calculations
*Create a Projected Statement of Cash Flow
*Choose your format
*How to make your Statement of Cash Flow maintenance free
*Debugging a statement of Cash Flow | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Aligning Budgets to Strategy (Self-Study) (25SX-0005)25SX-0005 | *A Proper Practical Planning Process (P4)
*The steps to planning
*The results of strategic planning
*Examples of budgets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| An Exhaustive Look At Fraud & Ways To Control It (Part 1) (Self-Study) (25SX-0006)25SX-0006 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud & Ways To Control It (Part 2) (Self-Study) (25SX-0007)25SX-0007 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Assessing Independence Under the New Yellow Book (Self-Study) (25SX-0008)25SX-0008 | *Recall safeguards that can be used to reduce threats to an acceptable level*Identify threats to independence | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Attestation Update: SSAE 19-22 (Self-Study) (25SX-0009)25SX-0009 | *SSAEs 19-22*Changes to performance and reporting requirements | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Auditing Contingencies and Going Concern Uncertainty: Testing for Completeness and Proper Disclosure (Self-Study) (25SX-0010)25SX-0010 | *Overview of contingencies and related disclosures
*Identifying and determining proper accounting treatment for litigation, claims and assessments
*Evaluating the sufficiency of attorney's letter responses for audit evidence
*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time
*Auditing managements assumptions in making the going concern evaluation
*Proper application of the liquidation basis of accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 1) (Self-Study) (25SX-0011)25SX-0011 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 2) (Self-Study) (25SX-0012)25SX-0012 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Cases in Corporate Ethics (Self-Study) (25SX-0013)25SX-0013 | *Can you protect the public interest without violating our profession's confidentiality rules?
*How can a corporate world CPA get in trouble with their board of accountancy?
*Is a culture of fear and intimidation particularly susceptible to corporate fraud?
*How can using the CPA credential get a corporate accountant in trouble?
*Is exaggerating your CPE hours a violation of our professional codes of conduct?
*What are your options when your employer is clearly breaking the law?
*Does any legislation provide effective Whistleblower protection? | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| CFO Career Upgrade with LinkedIn (Self-Study) (25SX-0014)25SX-0014 | *Essential elements of a compelling LinkedIn profile for a CFO
*How to build a strategic career network
*Five ways that CFOs can leverage LinkedIn as leaders of an organization
*How to get referred to new job opportunities
*Essential LinkedIn do's and don'ts for CFOs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Combating Internal Fraud (Self-Study) (25SX-0015)25SX-0015 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Communicating Financial Information to Non-Accountants (Self-Study) (25SX-0016)25SX-0016 | *The math literacy barrier
*The financial literacy barrier
*What to say and how to say it
*Communicating ideas graphically | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Compilations, Reviews and Audits: How They Differ (Self-Study) (25SX-0017)25SX-0017 | *Review of differences of compilation, review and audit engagements
*Compare and contrast major considerations of each type of engagement
*Provide practical tips and strategies
*Professional standards that govern each type of engagement | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure a Growing Digital Footprint (Self-Study) (25SX-0018)25SX-0018 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Self-Study) (25SX-0019)25SX-0019 | *The actuation of online and other cyber frauds
*Fraudulent acts that are initiated electronically
*Automated and employee driven methods that can reduce cyber-fraud risk
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Corporate Ethics: Cases in Diversity and Inclusion (Self-Study) (25SX-0020)25SX-0020 | *Everyone can experience discrimination or harassment
*What the AICPA Code of Professional Conduct says about harassment and discrimination
*Other sources of ethical guidance
*Recent EEOC Cases*Learning about each other | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| CPA Ethics in a Crisis World: Tales from the Front (Self-Study) (25SX-0021)25SX-0021 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times
*Review of AICPA Code of Professional Conduct
*Review of IRS Circular 230
*Review of client tax return disclosure rules (Sec. 6103)
*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Defining Where & Why Internal Controls are Needed (Self-Study) (25SX-0022)25SX-0022 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Dream Wide Awake (Self-Study) (25SX-0023)25SX-0023 | *The three promises to live and achieve by
*A different way to approach goals that brings out what is really holding you back
*The five areas of wishful thinking and how to surpass with inspired action
*The six areas of fearful thinking and how to overcome with courageous intent | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals & Travel Expenses: Review & Update (Self-Study) (25SX-0024)25SX-0024 | *Definition of what qualifies as an entertainment expense
*Strategies to deduct business entertainment expenses
*Deductibility of meals
*Situations not subject to the 50% meals and entertainment reduction
*How to handle automobile issues related to employer-provided parking
*Proper accounting for deductible vs. non-deductible expenditures
*The four steps to analyze business expenses
*The latest federal legislation, cases and rulings | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High-Character CPAs (Self-Study) (25SX-0025)25SX-0025 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success
*Learn how to evaluate these qualities in job candidates and why you must do so | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Get Rich, Lose Weight, and Enjoy True Love (Self-Study) (25SX-0026)25SX-0026 | *"What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).
*Five principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others, Be Fair, Care
*Complete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.
*Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: How to Build and Keep Your A-Team (Self-Study) (25SX-0027)25SX-0027 | *Advertise for character
*Hire for character
*Promote and fire for character
*Walk the talk | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Self-Study) (25SX-0028)25SX-0028 | *Examine several myths about ethical leadership that continue to plague businesses like yours
*Learn why these ideas deserve to be put to rest for good and what should take their place | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Lead Like a Superstar and Build a Rocking Business (Self-Study) (25SX-0029)25SX-0029 | *Examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Excel: Advanced Defined Names & Excel Tables (Self-Study) (25SX-0030)25SX-0030 | *Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Financial and Statistical Calculations (Self-Study) (25SX-0031)25SX-0031 | *Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest payments*Calculating and summarizing data with SUMIF and SUBTOTAL functions*Using statistical functions to analyze data | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Formatting to Improve Your Spreadsheets (Self-Study) (25SX-0032)25SX-0032 | *Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Spreadsheet Troubleshooting Techniques (Self-Study) (25SX-0033)25SX-0033 | *Exhibiting the value and the art of nesting formulas*Demonstrating different ways to troubleshoot complex formulas*Reviewing Excel's nine built-in error-checking options*Teaching different techniques for resolving rounding errors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Auditing Your Spreadsheets for Maximum Accuracy (Self-Study) (25SX-0034)25SX-0034 | *Proofing methods*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Building Powerful Lookup and Reference Formulas (Self-Study) (25SX-0035)25SX-0035 | *Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functions*Speeding up worksheet creation with the INDIRECT function*Testing conditions with the LOGICAL functions (IF, AND, OR, NOT)*Using ERROR checking functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Create KPI Dashboards for Maximum Impact (Self-Study) (25SX-0036)25SX-0036 | *Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Feature Review in 100 minutes (Self-Study) (25SX-0037)25SX-0037 | *Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Formatting Spreadsheets for Beginners (Self-Study) (25SX-0038)25SX-0038 | *Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: From a Blank Sheet to a Finished Workbook (Self-Study) (25SX-0039)25SX-0039 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Functions and Formula Shootout (Self-Study) (25SX-0040)25SX-0040 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Fundamentals, Data Entry and Basic Formulas (Self-Study) (25SX-0041)25SX-0041 | *Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: New Features That Benefit Excel 2019 & O365 Users (Self-Study) (25SX-0042)25SX-0042 | *The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Two Must Know Features; Defined Name and Tables (Self-Study) (25SX-0043)25SX-0043 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Using the structured calculations in Excel Tables | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using Charts for a Non-Financial Audience (Self-Study) (25SX-0044)25SX-0044 | *Selecting the right type of chart*Creating dynamic charts*Choosing what data to display as a chart*Customizing charts using various options*Printing and sharing charts | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using PivotTables for Data Analysis (Self-Study) (25SX-0045)25SX-0045 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Excel: Working With Text, Date and Time Functions and Formulas (Self-Study) (25SX-0046)25SX-0046 | *Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Performing date and time calculations with the Date and Time functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Exploring Internal Controls: That Could Have Prevented Frauds (Self-Study) (25SX-0047)25SX-0047 | *Examination of actual frauds
*Discussion of internal controls that could have prevented the frauds
*Contemplation of epiphanies for your own professional scenarios | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Financial Statement Shenanigans (Self-Study) (25SX-0048)25SX-0048 | *Factors that cause people to commit financial statement fraud
*The seven most common ways of "cooking the books"
*SpecifiC Corporate scandals which highlight "financial shenanigans"
*Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fixing Your Chart of Accounts (Self-Study) (25SX-0049)25SX-0049 | *Current Chart of Accounts Best Practices
*Why developing a chart of accounts begins with studying your organizational chart
*How to identify your account segments
*Determining the order of your account segments
*Best practices for numbering account bases
*How to avoid memorization
*Fixing Your Current Chart of Accounts
*How big company and small company software differs
*Two key approaches for preserving your historical data
*What to know when making major chart of accounts changes | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fraud & Embezzlement: Case Studies from the Trenches (Self-Study) (25SX-0050)25SX-0050 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.
*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.
*illustrations of the issues companies should look for in preventing fraud and embezzlement. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fraud Trends: Applying Real-life Lessons to Small- and Mid-Size Entities (Self-Study) (25SX-0051)25SX-0051 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse
*Real-life examples of fraud in nonpublic entity and nonprofit environments.
*Cyber-security risks of fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fundamentals of Income Taxation (Self-Study) (25SX-0052)25SX-0052 | *Standard Deductions v. Itemized Deductions
*Defining ordinary income, capital gains and qualified dividends.
*Cash v. Accrual methods
*Above- and Below- the Line deductions
*Extensions for filing a return
*Calculating the federal tax liability | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| GASB 87: Are You Ready? (Self-Study) (25SX-0053)25SX-0053 | *Leases*GASB 87*Financial reporting | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Self-Study) (25SX-0054)25SX-0054 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| If You Only Knew What Microsoft Word Could Do (Self-Study) (25SX-0055)25SX-0055 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Implementing and Maintaining an Internal Controls (Part 1) (Self-Study) (25SX-0056)25SX-0056 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Controls (Part 2) (Self-Study) (25SX-0057)25SX-0057 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Independence and Conflicts of Interest (Self-Study) (25SX-0058)25SX-0058 | *AICPA Code of Conduct: Independence, Conflicts of Interest
*Case Study: Olympus
*Case Study: Buca di Beppo | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Self-Study) (25SX-0059)25SX-0059 | *AICPA Code of Conduct: Integrity and Objectivity
*Case Study: Mortgage crisis of 2007-2010
*Case Study: World Com | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Self-Study) (25SX-0060)25SX-0060 | *The benefits and pitfalls of remote employees *How to maximize the value provided by distance workers *Policies, procedures, and control measures designed for a more geographically dispersed workforce. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Internal Controls to Mitigate Financial Reporting Risk (Self-Study) (25SX-0061)25SX-0061 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to Governmental Accounting (Self-Study) (25SX-0062)25SX-0062 | *Financial reporting*Fund accounting*MD&A*Annual Comprehensive Financial Report | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to NFP Accounting (Self-Study) (25SX-0063)25SX-0063 | *Accounting for nonprofit organizations
*Net assets
*Agency transactions
*Contributions
*Endowments
*Programmatic investments
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Self-Study) (25SX-0064)25SX-0064 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties
*Rules on waiver of penalties and interests
*Various forms and procedures for requesting relief
*First Time Abatement: Requirements and procedures
*How an individual taxpayer qualifies for Reasonable Cause abatement
*Procedures for requesting refund of paid penalties
*Available administrative options | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Like-kind Exchanges in Real Estate Transactions (Self-Study) (25SX-0065)25SX-0065 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.
*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.
*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| LinkedIn Profile Secrets for CPAs (Self-Study) (25SX-0066)25SX-0066 | *Effective branding and LinkedIn profile positioning for CPAs
*Best practices and tips for each profile feature
*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords
*Sizzle elements: Your headshot, background banner, videos, and media
*Essential LinkedIn settings and privacy for CPAs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Self-Study) (25SX-0067)25SX-0067 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.
*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
*Common peer review findings.
*Practice tips for high-quality engagements.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Auditing, SSARS and Attest Update (Self-Study) (25SX-0068)25SX-0068 | *Identify the most recent changes in auditing, reviews, compilations and other attestation engagements
*Select practice tips for achieving high quality engagements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Common Findings in Single Audits (Self-Study) (25SX-0069)25SX-0069 | *Overview of Single Audit
*Consequences of Noncompliance
*Overview of findings and observations by compliance requirement
*Single Audit findings and observations from AICPA Peer Review and OIG
*Ways to prevent findings
| |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Self-Study) (25SX-0070)25SX-0070 | *CECL for nonfinancial institutions.
*Accounting for Paycheck Protection Program loans.
*Accounting for web-hosting services.
*Revenue recognition.
*Leases.
*FASB projects in progress.
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Peer Reviews of SSARS Engagements (Self-Study) (25SX-0071)25SX-0071 | *Basic requirements of an engagement review.
*Qualifications for serving as a peer reviewer.
*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.
*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.
*Common engagement review findings and tips for passing peer review.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Self-Study) (25SX-0072)25SX-0072 | *The conceptual framework approach to independence
*Independence threats related to preparing financial statements and accounting records
*Consideration of specific non-audit services that would and would not impair independence
*Documentation necessary to support adequate consideration of auditor consideration
*Fundamentals of a compliance audit performed under the Uniform Guidance
*Schedule of expenditure of federal awards
*Determination of major programs
*Using the Compliance Supplement
*Uniform Guidance administrative requirements and cost principles
*Testing internal control over compliance
*Testing compliance
*Writing an audit finding
*Reporting requirements of a single audit
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| AICPA Audit Quality Update and Quality Management Standards (Self-Study) (25SX-0073)25SX-0073 | *Analysis of the AICPA's Enhancing Audit Quality Initiative
*Trends in audit quality
*Latest on the DOL's audit quality study
*Peer review findings and practice tips for achieving high practice quality
*AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources
*PCAOB and IAASB quality management standards and the potential impact on AICPA standards
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| ASC 842, Leases: Implementation Issues and Lessons Learned (Self-Study) (25SX-0074)25SX-0074 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)
*Key differences between ASC Topic 842 and ASC Topic 840
*Implementation options, entries, practical expedients, and remeasurement-triggering events
*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| NFP Reporting and Presentation (Self-Study) (25SX-0075)25SX-0075 | *Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures
*Common pitfalls on functional expense reporting
*Tips to consider on functional expense reporting
*Ways to manage liquid resources
*Peer review findings relating to implementation of ASU 2016-14
*Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)
*Key facts and impacts on current ASUs
*Cybersecurity issues
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Self-Study) (25SX-0076)25SX-0076 |
*The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.
*The profession's need to change to meet its ethics standard in a technology-centric environment.
*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Creating a Culture of Trust in a Fraud-filled World (Self-Study) (25SX-0077)25SX-0077 | *Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.
*Consider the concept of trust and how can you establish real trust within your organization.
*Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics - Regulatory and Standards Update (Self-Study) (25SX-0078)25SX-0078 | *Recent ethics standards changes that impact your practice.
*Key regulatory changes and initiatives affecting CPAs and the future of the profession.
*Emerging issues and standard-setting activity that could affect your practice.
*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.
*How failure to follow the standards can result in unwanted regulatory actions and publicity.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Online Fraud Targeting Individuals & Companies (Self-Study) (25SX-0079)25SX-0079 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Self-Study) (25SX-0080)25SX-0080 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Personality Styles: Adapting to Different Types of Personalities for Improved Relationships and Interactions (Self-Study) (25SX-0081)25SX-0081 | *Defining primary personality style characteristics
*Determining your own primary personality style and the style of others
*Effectively adapting for improving interactions with various personality styles
*Leveraging strengths and minimizing the negative impact of personality weaknesses
*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Analyze Your Data with Excel PivotTables (Course 3) (Self-Study) (25SX-0082)25SX-0082 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Create Excel Dashboards for Maximum Impact (Course 4) (Self-Study) (25SX-0083)25SX-0083 | *Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creation | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Go Beyond PivotTables with Power Pivot (Course 6) (Self-Study) (25SX-0084)25SX-0084 | *Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power Pivot | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Introduction to MS Power BI Tools (Course 1) (Self-Study) (25SX-0085)25SX-0085 | *The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interface | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: OLAP Formulas & More Time Intelligent Functions (Self-Study) (25SX-0086)25SX-0086 | *OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Prepare Your Data Efficiently for Excel Analysis (Course 2) (Self-Study) (25SX-0087)25SX-0087 | *Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and Transform | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Share Your Data Analysis using PowerBI.com (Course 9) (Self-Study) (25SX-0088)25SX-0088 | *A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Use Advanced Calculations with DAX Formulas (Course 7) (Self-Study) (25SX-0089)25SX-0089 | *Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation process | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Course 8) (Self-Study) (25SX-0090)25SX-0090 | *Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use Power Query to Transform Your Data (Course 5) (Self-Study) (25SX-0091)25SX-0091 | *Append files Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a table | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Reference Rate Reform (Self-Study) (25SX-0092)25SX-0092 | *LIBOR *Reference rate reform | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Risk Management in a Post-Covid World (Self-Study) (25SX-0093)25SX-0093 | *Black Swan Risks
*Role of Finance, Internal and External Auditors
*COSO's Risk Management Standards
*The COSO Cube
*The COSO Double Helix
*Risk Management Definitions
*Event Identification
*Expected Value Analysis
*The Heat Map
*The World Economic Forum Global Risk Reports
*Alternative Risk Responses
*Avoidance
*Reduce/Increase
*Share
*Accept
*Lessons from the Great by Choice Research
*Personal Risk Management | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Roadmap to Ethical Decision Making (Self-Study) (25SX-0094)25SX-0094 | *Review the AICPA's Code of Professional Conduct.
*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
*Discuss the principles of professional conduct.
*Address compliance with professional standards.
*Use case studies to address circumstances that may create threats to independence. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Schedule C of Form 1040 (Self-Study) (25SX-0095)25SX-0095 | *Schedule C
*Business Deductions
*Self-employment taxes
*Business use of a vehicle
*Section 179 and Bonus Depreciation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Section 174: New Rules for Research & Experimentation (Self-Study) (25SX-0096)25SX-0096 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.
*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.
*Financial accounting for R&E costs.
*Required change of accounting method and Form 3115.
*Revised treatment of software development costs.
*Comprehensive case problems explaining implementation of the law changes. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Secure Act 2.0: What You Need to Know (Self-Study) (25SX-0097)25SX-0097 | *Expanding Automatic Enrollment in Retirement Plans
*Increased Age for RMDs
*Higher Catch-up Contribution Limit
*Emergency Expense Penalty-Free Withdrawals
*"Starter" 401(k)s for Certain Employers
*Part-time Worker Improved Coverage
*Excise Tax Reduction for Certain Retirement Plan Accumulations
*Employee Plan Conflict Resolution Expansion
*Retroactive First Year Elective Deferrals For Sole Proprietors
*Change in Plan Requirements for Unrollees
*Surviving Spouse Election
*Reduced Tax on Excess Contributions
*Timely Plan Amendment Changes
*Elective Deferral Changes
*Employer Match as Roth Contribution | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Shortcuts that Excel Users Love (Self-Study) (25SX-0098)25SX-0098 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Shorten Month-End Closing Best Practices (Self-Study) (25SX-0099)25SX-0099 | *Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
*Review and discuss information systems' headaches that slow you down
*Work through examples of close cycle "time killers" and how to resolve them
*Get inventory and cost of sales under control
*Identify the improvement projects that will yield the biggest benefit
*Review what leading edge finance managers are doing to close more quickly | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Self-Study) (25SX-0100)25SX-0100 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Self-Study) (25SX-0101)25SX-0101 | *Pervasive best practices for effective communication
*Specific strategies for written materials
*Unique considerations for verbal presentations
*The importance of recursive revision
*Tips for success
*Pitfalls to avoid | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Taxation of Business Entities (Self-Study) (25SX-0102)25SX-0102 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)
*Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business.
*Future tax considerations that will impact various business entities. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Judgement and Settlements (Self-Study) (25SX-0103)25SX-0103 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation.
*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments.
*Suggestions for drafting pleadings or settlement agreements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Self-Study) (25SX-0104)25SX-0104 | *NFT basics
*Classification of NFTs
*Current Legislative and Policy Environment
*Tax implications of creation, sales and exchanges of NFTs. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Discipline and Getting Things Done: Applying Better Time, Team and Project Management Techniques (Self-Study) (25SX-0105)25SX-0105 | *Creating a culture of discipline
*Project and time management best practices
*Avoiding common time wasters
*Tips for both getting, and staying, organized
*Managing stress for yourself and others
*Managing productive meetings | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| The Choice of Entity Decision: What is Best for Your Client? (Self-Study) (25SX-0106)25SX-0106 | *Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S Corporations, and C Corporations.
*Impact of the Section 199A deduction
*Ramifications of the C to S election and the S to C election
*Corporate tax rate to individual tax rate comparison examples
*Other related topics | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Self-Study) (25SX-0107)25SX-0107 | *Circular 230
*Conflicts of interest
*Loving case
*RTRP | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Self-Study) (25SX-0108)25SX-0108 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 1) (Self-Study) (25SX-0109)25SX-0109 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 2) (Self-Study) (25SX-0110)25SX-0110 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn from the Statement of Cash Flows (Self-Study) (25SX-0111)25SX-0111 | *Preparation of the statement of cash flows
*Importance of identifying sources and uses of cash in financial reporting
*Financial statement analysis
*Cash-related financial statement disclosures | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| What's New in Excel (Self-Study) (25SX-0112)25SX-0112 | *New features and tools in Excel*Updates to the Excel Function Library | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 1) (Self-Study) (25SX-0113)25SX-0113 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 2) (Self-Study) (25SX-0114)25SX-0114 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-0443)25WX-0443 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 5/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-0439)25WX-0439 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 5/1/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-0442)25WX-0442 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 5/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tax Depreciation: Review and Update (Webinar) (25WX-0441)25WX-0441 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 5/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-0440)25WX-0440 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 5/1/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-0468)25WX-0468 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-0453)25WX-0453 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 5/1/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-0531)25WX-0531 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 5/6/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-0519)25WX-0519 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 5/6/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-0473)25WX-0473 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 5/2/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-0525)25WX-0525 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | |
| 5/6/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-0484)25WX-0484 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 5/2/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-0540)25WX-0540 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 5/6/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-0494)25WX-0494 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 5/2/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-0497)25WX-0497 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 5/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-0533)25WX-0533 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 5/6/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-0447)25WX-0447 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-0464)25WX-0464 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0545)25WX-0545 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 5/7/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-0505)25WX-0505 | *Types of IRS letters: General notices, audits, collections, return requests, and errors*Deadlines for responding to IRS correspondence*Communication best practices for dealing with the IRS*Avoiding escalation and penalties through proactive responses*Ensuring compliance when addressing IRS correspondence*Real-world examples of successful IRS communications*Common pitfalls in handling IRS letters and how to avoid them*Strategies for advising clients on IRS correspondence | |
| 5/5/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-0458)25WX-0458 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 5/1/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-0518)25WX-0518 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 5/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-0485)25WX-0485 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 5/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-0530)25WX-0530 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 5/6/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting for the Gig Economy (Webinar) (25WX-0480)25WX-0480 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 5/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-0537)25WX-0537 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 5/6/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-0476)25WX-0476 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 5/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-0499)25WX-0499 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 5/5/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0516)25WX-0516 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 5/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-0465)25WX-0465 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: 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 methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-0454)25WX-0454 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | |
| 5/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-0511)25WX-0511 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 5/5/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-0507)25WX-0507 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 5/5/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-0463)25WX-0463 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 5/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-0477)25WX-0477 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 5/2/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-0546)25WX-0546 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 5/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0538)25WX-0538 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 5/6/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-0457)25WX-0457 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 5/1/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-0478)25WX-0478 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 5/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-0556)25WX-0556 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 5/7/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0470)25WX-0470 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 5/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-0534)25WX-0534 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 5/6/2025 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-0481)25WX-0481 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 5/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-0554)25WX-0554 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 5/7/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-0489)25WX-0489 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 5/2/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-0550)25WX-0550 | *Technology hot topics for audits*Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation*Year 2 considerations for leases including modification accounting*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management*The current work of the ASB | |
| 5/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-0451)25WX-0451 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 5/1/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-0526)25WX-0526 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 5/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-0460)25WX-0460 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 5/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-0449)25WX-0449 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 5/1/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-0501)25WX-0501 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 5/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-0472)25WX-0472 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 5/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-0523)25WX-0523 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 5/6/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-0490)25WX-0490 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 5/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-0486)25WX-0486 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 5/2/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-0469)25WX-0469 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-0446)25WX-0446 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: 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 attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-0445)25WX-0445 | *Comparative analysis of LLCs and S Corporations*Entity formation, compliance, and operational structures*Self-employment tax and its implications for LLCs and S Corporations*Form 2553 preparation and relief for late filings*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application*S Corporation eligibility errors and corrective measures*Corporate governance and formalities for both entity types*Shareholder stock and debt basis for S Corporations*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3)*Officer reasonable compensation and general partner guaranteed payments*Audit strategies, estate planning, and business continuation planning | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-0487)25WX-0487 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 5/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-0510)25WX-0510 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 5/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-0474)25WX-0474 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 5/2/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-0555)25WX-0555 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 5/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-0536)25WX-0536 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 5/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-0524)25WX-0524 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 5/6/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-0514)25WX-0514 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 5/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-0541)25WX-0541 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned | |
| 5/6/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-0466)25WX-0466 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-0515)25WX-0515 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 5/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-0520)25WX-0520 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 5/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-0527)25WX-0527 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 5/6/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-0479)25WX-0479 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 5/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-0471)25WX-0471 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 5/1/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-0504)25WX-0504 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 5/5/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-0455)25WX-0455 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 5/1/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-0512)25WX-0512 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 5/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-0450)25WX-0450 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 5/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-0491)25WX-0491 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 5/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-0553)25WX-0553 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 5/7/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-0509)25WX-0509 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 5/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-0551)25WX-0551 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 5/7/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (25WX-0543)25WX-0543 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 5/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-0508)25WX-0508 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 5/5/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-0547)25WX-0547 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 5/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-0475)25WX-0475 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 5/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-0456)25WX-0456 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 5/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-0462)25WX-0462 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | |
| 5/1/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-0492)25WX-0492 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 5/2/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-0548)25WX-0548 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 5/7/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-0502)25WX-0502 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 5/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-0528)25WX-0528 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 5/6/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-0513)25WX-0513 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 5/5/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-0549)25WX-0549 | *Explain the use of both "inside" and "outside" basis determination*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest*Comprehensive example to illustrate the mechanics of the basis determination process | |
| 5/7/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-0461)25WX-0461 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 5/1/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Securing Your Data with a Password Management App (Webinar) (25WX-0503)25WX-0503 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 5/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-0517)25WX-0517 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | |
| 5/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-0542)25WX-0542 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 5/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-0459)25WX-0459 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 5/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-0521)25WX-0521 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 5/6/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-0535)25WX-0535 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance | |
| 5/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-0500)25WX-0500 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 5/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-0452)25WX-0452 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 5/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-0482)25WX-0482 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 5/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-0522)25WX-0522 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 5/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-0483)25WX-0483 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| 5/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-0529)25WX-0529 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 5/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-0544)25WX-0544 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 5/7/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-0506)25WX-0506 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 5/5/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-0444)25WX-0444 | *Fundamentals of accounting policy manuals in traditional and AI contexts*The PRIME Method framework for AI-assisted policy development*Strategic implementation of AI tools including ChatGPT, Claude, and Copilot .Internal control and risk management policy creation*AI and generative AI usage policies for accounting firms*Sustainability and ESG reporting policy frameworks*Predictive analytics and forecasting policy development*Regulatory compliance considerations in AI-generated policies | |
| 5/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-0495)25WX-0495 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 5/5/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-0539)25WX-0539 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 5/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-0552)25WX-0552 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 5/7/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-0448)25WX-0448 | *Course 1: How to Audit Cash | CPE: 2 | Description: 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 auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-0467)25WX-0467 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 5/1/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-0498)25WX-0498 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 5/5/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Servant Leadership 101 (Webinar) (25WX-0532)25WX-0532 | *Assessing your organization's culture*The benefits of great cultures*The basics of what servant leadership is, and is not*How to coach using a servant leadership style | |
| 5/6/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Monthly Federal Tax Updates: May 2025 (Webinar) (25WX-0496)25WX-0496 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 5/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-0493)25WX-0493 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 5/2/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-0488)25WX-0488 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 5/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-0704)25WX-0704 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 5/15/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-0743)25WX-0743 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 5/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-0744)25WX-0744 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 5/19/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-0737)25WX-0737 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 5/19/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-0659)25WX-0659 | *Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines*When to use Forms 433-A or 433-B and required documentation*Offer in Compromise (OIC): criteria, process, and practical considerations*Payment options: installment agreements, partial payment plans, and OIC*Advising clients on IRS collections and avoiding penalties*Compliance strategies for minimizing tax liabilities*Real-world scenarios and examples for tax debt resolution | |
| 5/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-0635)25WX-0635 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 5/12/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-0664)25WX-0664 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 5/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-0672)25WX-0672 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 5/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-0727)25WX-0727 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements | |
| 5/16/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-0673)25WX-0673 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 5/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-0703)25WX-0703 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 5/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-0615)25WX-0615 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 5/10/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-0686)25WX-0686 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 5/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-0735)25WX-0735 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 5/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-0666)25WX-0666 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 5/13/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-0557)25WX-0557 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 5/7/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-0574)25WX-0574 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 5/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-0578)25WX-0578 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 5/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-0769)25WX-0769 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 5/20/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-0760)25WX-0760 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 5/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Cash (Webinar) (25WX-0698)25WX-0698 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 5/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-0753)25WX-0753 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 5/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-0747)25WX-0747 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 5/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-0656)25WX-0656 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 5/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-0642)25WX-0642 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 5/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-0668)25WX-0668 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 5/13/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-0690)25WX-0690 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 5/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-0765)25WX-0765 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 5/20/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-0715)25WX-0715 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 5/16/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-0697)25WX-0697 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 5/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-0696)25WX-0696 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 5/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-0600)25WX-0600 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | |
| 5/9/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-0695)25WX-0695 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 5/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-0577)25WX-0577 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 5/8/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-0771)25WX-0771 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 5/20/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-0755)25WX-0755 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 5/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-0587)25WX-0587 | *AICPA Accounting and Review Services Committee standards update and new practice aid*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes*Update on AICPA's Enhancing Audit Quality Initiative*Trends in audit quality including the DOL's audit quality study*Frequent peer review findings and practice tips for achieving high practice quality*Latest on the DOL's audit quality study | |
| 5/8/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-0596)25WX-0596 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 5/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-0592)25WX-0592 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 5/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-0564)25WX-0564 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 5/7/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-0569)25WX-0569 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 5/8/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-0633)25WX-0633 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 5/12/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-0614)25WX-0614 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 5/10/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-0676)25WX-0676 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 5/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-0563)25WX-0563 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 5/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-0585)25WX-0585 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 5/8/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-0644)25WX-0644 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 5/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-0709)25WX-0709 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 5/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-0573)25WX-0573 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 5/8/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-0746)25WX-0746 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 5/19/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-0667)25WX-0667 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 5/13/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-0754)25WX-0754 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 5/19/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-0717)25WX-0717 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 5/16/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-0678)25WX-0678 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 5/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-0625)25WX-0625 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 5/12/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-0675)25WX-0675 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 5/14/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-0649)25WX-0649 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 5/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-0683)25WX-0683 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 5/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-0687)25WX-0687 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 5/14/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-0584)25WX-0584 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 5/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-0589)25WX-0589 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 5/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-0599)25WX-0599 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 5/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-0588)25WX-0588 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 5/8/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-0622)25WX-0622 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | |
| 5/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-0734)25WX-0734 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 5/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-0620)25WX-0620 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 5/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-0661)25WX-0661 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 5/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-0710)25WX-0710 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 5/15/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-0565)25WX-0565 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 5/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-0581)25WX-0581 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 5/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-0570)25WX-0570 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 5/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-0716)25WX-0716 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 5/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-0604)25WX-0604 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 5/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-0607)25WX-0607 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 5/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-0665)25WX-0665 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 5/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-0617)25WX-0617 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 5/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-0699)25WX-0699 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 5/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How Much Are Your Ethics Worth? (Webinar) (25WX-0764)25WX-0764 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 5/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-0750)25WX-0750 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 5/19/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-0579)25WX-0579 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 5/8/2025 | 12:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-0566)25WX-0566 | *How is business changing*What is driving the change and how long will it last*How specifically is an organizations control system important*What steps are needed to "keep up" with the upheaval | |
| 5/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-0663)25WX-0663 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 5/13/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-0621)25WX-0621 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 5/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-0609)25WX-0609 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | |
| 5/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-0691)25WX-0691 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 5/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-0655)25WX-0655 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 5/13/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: May 2025 (Webinar) (25WX-0736)25WX-0736 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 5/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-0700)25WX-0700 | *Financial modeling with ChatGPT integration*Advanced ratio analysis techniques*Risk assessment and scenario analysis*Valuation methods and ChatGPT applications*Utilizing performance metrics in financial analysis*Data analysis and interpretation with AI*Investment analysis enhanced by ChatGPT | |
| 5/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-0725)25WX-0725 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 5/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-0702)25WX-0702 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 5/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-0632)25WX-0632 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 5/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-0724)25WX-0724 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 5/16/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-0608)25WX-0608 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 5/9/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-0705)25WX-0705 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 5/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-0613)25WX-0613 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 5/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-0671)25WX-0671 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 5/14/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-0693)25WX-0693 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 5/15/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-0627)25WX-0627 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 5/12/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-0677)25WX-0677 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 5/14/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Operations Level Internal Control (Webinar) (25WX-0619)25WX-0619 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 5/10/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-0603)25WX-0603 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 5/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-0662)25WX-0662 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 5/13/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-0651)25WX-0651 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 5/13/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-0582)25WX-0582 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 5/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-0601)25WX-0601 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 5/9/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-0681)25WX-0681 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 5/14/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-0711)25WX-0711 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 5/15/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| The Ethics of Recruitment and Selection (Webinar) (25WX-0653)25WX-0653 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 5/13/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-0660)25WX-0660 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 5/13/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-0730)25WX-0730 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 5/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-0602)25WX-0602 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 5/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-0688)25WX-0688 | *The authority of IRS in assessing and collecting taxes*The common misconceptions when dealing with IRS*Common questionable actions by business owners*How to prepare for an IRS audit*The seven options in IRS collections*Possible criminal tax violations by CFOs and small business owners | |
| 5/14/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-0643)25WX-0643 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 5/12/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-0575)25WX-0575 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 5/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-0646)25WX-0646 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 5/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-0679)25WX-0679 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 5/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-0571)25WX-0571 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 5/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-0560)25WX-0560 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 5/7/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-0757)25WX-0757 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 5/19/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-0745)25WX-0745 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 5/19/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-0761)25WX-0761 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 5/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-0722)25WX-0722 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 5/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-0658)25WX-0658 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 5/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-0593)25WX-0593 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 5/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-0641)25WX-0641 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 5/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How to Audit Expenses and Payables (Webinar) (25WX-0720)25WX-0720 | *The basics of auditing expenses*Accrued liabilities and other payables*Relates audit assertions, risks, and threats to the expenses and payables balances*Substantive auditing procedures to peform | |
| 5/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-0612)25WX-0612 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 5/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-0654)25WX-0654 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 5/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-0692)25WX-0692 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 5/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-0618)25WX-0618 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 5/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-0728)25WX-0728 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 5/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-0657)25WX-0657 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 5/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-0682)25WX-0682 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 5/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-0738)25WX-0738 | *Summary of the impact of fraud on entities worldwide*Common fraud schemes and typical median losses that result*How smaller entity fraud risk differs from those of larger entities*The statistical profile of the most common fraud perpetrator*The most effective methods for preventing and detecting fraud*Cybersecurity risk management trends and best practices | |
| 5/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-0630)25WX-0630 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations*Financial accounting issues arising from changes in ownership*Financial vs. tax accounting for partnership/LLC capital accounts*Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting with Forms 1065 and 1120S*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs and S corporations*Financial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C election*Financial and tax accounting for S corporation shareholder equity and partner capital accounts*Financial vs. tax accounting for loans to and from S corporations and their shareholders | |
| 5/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-0759)25WX-0759 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers*Review of individual and business provisions of the Inflation Reduction Act*Update on significant individual and business tax developments related to cases and rulings*Update on earned income credit, child credit, and child and dependent care credit*Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Tax issues impacting "gig" workers, including Form 1099-K*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions | |
| 5/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-0719)25WX-0719 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 5/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-0706)25WX-0706 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 5/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-0689)25WX-0689 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 5/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-0726)25WX-0726 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 5/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-0648)25WX-0648 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 5/13/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-0590)25WX-0590 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 5/9/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-0762)25WX-0762 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 5/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Get started with Power BI (Webinar) (25WX-0751)25WX-0751 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 5/19/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-0714)25WX-0714 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 5/16/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-0694)25WX-0694 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 5/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-0610)25WX-0610 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 5/9/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-0580)25WX-0580 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 5/8/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-0685)25WX-0685 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 5/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-0733)25WX-0733 | *Salient provisions the AICPA Code of Professional Conduct*Examination of actual frauds*Discussion of internal controls that could have prevented or mitigated actual frauds*Contemplation of epiphanies for your own professional scenarios*Implications for professional conduct and compliance with professional standards | |
| 5/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-0729)25WX-0729 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 5/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-0739)25WX-0739 | *Explain the use of both "inside" and "outside" basis determination*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest*Comprehensive example to illustrate the mechanics of the basis determination process | |
| 5/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-0634)25WX-0634 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 5/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-0639)25WX-0639 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 5/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-0767)25WX-0767 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 5/20/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-0561)25WX-0561 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 5/7/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-0766)25WX-0766 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 5/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: May 2025 (Webinar) (25WX-0626)25WX-0626 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 5/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-0568)25WX-0568 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 5/8/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-0756)25WX-0756 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 5/19/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-0749)25WX-0749 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 5/19/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-0628)25WX-0628 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert*Data Modeling: A comprehensive discussion of building a data model and calculating metrics*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner | |
| 5/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-0732)25WX-0732 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 5/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-0652)25WX-0652 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on*Yellow Book and Single Audit engagements*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers | |
| 5/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-0640)25WX-0640 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 5/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-0567)25WX-0567 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 5/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-0623)25WX-0623 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 5/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-0650)25WX-0650 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 5/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-0645)25WX-0645 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 5/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-0605)25WX-0605 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 5/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-0752)25WX-0752 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 5/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-0723)25WX-0723 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 5/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-0748)25WX-0748 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 5/19/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-0631)25WX-0631 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 5/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-0562)25WX-0562 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 5/7/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-0674)25WX-0674 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 5/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-0598)25WX-0598 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 5/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-0616)25WX-0616 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 5/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-0624)25WX-0624 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 5/12/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-0669)25WX-0669 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 5/14/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-0731)25WX-0731 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 5/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-0684)25WX-0684 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 5/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-0712)25WX-0712 | *The urgency of leading change now and the steps in leading change*The power of crafting a vision that encourages buy-in*The art and science of building strong partnerships*Accelerating change through relationship networks*Communication strategies for change*Establishing a feedback culture for successful change*Managing self in times of change*Case studies and real-world scenarios | |
| 5/15/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-0741)25WX-0741 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 5/19/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-0638)25WX-0638 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 5/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-0701)25WX-0701 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 5/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-0583)25WX-0583 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 5/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-0637)25WX-0637 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 5/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-0742)25WX-0742 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | |
| 5/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-0768)25WX-0768 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 5/20/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-0606)25WX-0606 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 5/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-0572)25WX-0572 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 5/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-0611)25WX-0611 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 5/9/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-0594)25WX-0594 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 5/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-0576)25WX-0576 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 5/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-0680)25WX-0680 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 5/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-0763)25WX-0763 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 5/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-0559)25WX-0559 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 5/7/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-0718)25WX-0718 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 5/16/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-0591)25WX-0591 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 5/9/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-0770)25WX-0770 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | |
| 5/20/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-0740)25WX-0740 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 5/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-0707)25WX-0707 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 5/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-0647)25WX-0647 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 5/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-0713)25WX-0713 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 5/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-0629)25WX-0629 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 5/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-0721)25WX-0721 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 5/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-0595)25WX-0595 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 5/9/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-0558)25WX-0558 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 5/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Single Audit Update (Webinar) (25WX-0597)25WX-0597 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 5/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-0708)25WX-0708 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 5/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-0586)25WX-0586 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 5/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-0636)25WX-0636 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 5/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-0670)25WX-0670 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 5/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-0758)25WX-0758 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 5/20/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1439)25WX-1439 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 6/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-1356)25WX-1356 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-0868)25WX-0868 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 5/27/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-1265)25WX-1265 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 6/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-0952)25WX-0952 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 6/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-0993)25WX-0993 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 6/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1062)25WX-1062 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 6/6/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-0783)25WX-0783 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 5/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1268)25WX-1268 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 6/19/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-1267)25WX-1267 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 6/19/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-0900)25WX-0900 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert*Data Modeling: A comprehensive discussion of building a data model and calculating metrics*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner | |
| 5/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-0856)25WX-0856 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 5/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1122)25WX-1122 | *Financial modeling with ChatGPT integration*Advanced ratio analysis techniques*Risk assessment and scenario analysis*Valuation methods and ChatGPT applications*Utilizing performance metrics in financial analysis*Data analysis and interpretation with AI*Investment analysis enhanced by ChatGPT | |
| 6/11/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-1282)25WX-1282 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 6/20/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-1191)25WX-1191 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 6/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-1303)25WX-1303 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 6/21/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1426)25WX-1426 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 6/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-0911)25WX-0911 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 5/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1054)25WX-1054 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 6/6/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-0827)25WX-0827 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 5/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-1113)25WX-1113 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 6/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-0885)25WX-0885 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 5/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New What's Going on at the FASB (Webinar) (25WX-0857)25WX-0857 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 5/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1394)25WX-1394 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 6/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-1432)25WX-1432 | *The basics of auditing expenses*Accrued liabilities and other payables*Relates audit assertions, risks, and threats to the expenses and payables balances*Substantive auditing procedures to peform | |
| 6/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1007)25WX-1007 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 6/4/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-1223)25WX-1223 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 6/17/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-0994)25WX-0994 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 6/3/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-1071)25WX-1071 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | |
| 6/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-0914)25WX-0914 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 5/29/2025 | 12 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-0895)25WX-0895 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 5/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-0965)25WX-0965 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 6/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1338)25WX-1338 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 6/24/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-0921)25WX-0921 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 5/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-0960)25WX-0960 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-0788)25WX-0788 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1076)25WX-1076 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 6/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-0776)25WX-0776 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 5/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Operations Level Internal Control (Webinar) (25WX-1289)25WX-1289 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 6/20/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-0825)25WX-0825 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | |
| 5/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-0772)25WX-0772 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 5/20/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-0917)25WX-0917 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 5/29/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-0926)25WX-0926 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 5/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1273)25WX-1273 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders | |
| 6/19/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1336)25WX-1336 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 6/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Become a Data Analysis Expert (Webinar) (25WX-1180)25WX-1180 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert*Data Modeling: A comprehensive discussion of building a data model and calculating metrics*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner | |
| 6/14/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-0955)25WX-0955 | *Types of IRS letters: General notices, audits, collections, return requests, and errors*Deadlines for responding to IRS correspondence*Communication best practices for dealing with the IRS*Avoiding escalation and penalties through proactive responses*Ensuring compliance when addressing IRS correspondence*Real-world examples of successful IRS communications*Common pitfalls in handling IRS letters and how to avoid them*Strategies for advising clients on IRS correspondence | |
| 6/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1079)25WX-1079 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1428)25WX-1428 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 6/30/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1152)25WX-1152 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 6/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1101)25WX-1101 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements | |
| 6/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-0920)25WX-0920 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 5/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-0978)25WX-0978 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 6/3/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Servant Leadership 101 (Webinar) (25WX-1438)25WX-1438 | *Assessing your organization's culture*The benefits of great cultures*The basics of what servant leadership is, and is not*How to coach using a servant leadership style | |
| 6/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1021)25WX-1021 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 6/4/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-0797)25WX-0797 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 5/21/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-1280)25WX-1280 | *Current impacts of accounting and financial reporting on not-for-profit entities*Recently released FASB standards that impact not-for-profit financial reporting the most*Current issues and challenges involving Yellow Book financial statement audits*Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards*Important AICPA professional standard developments related to providing audit and nonaudit services to not-for-profits | |
| 6/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-1243)25WX-1243 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 6/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-1247)25WX-1247 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 6/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-0822)25WX-0822 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 5/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-0889)25WX-0889 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 5/28/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-1333)25WX-1333 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 6/24/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1041)25WX-1041 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 6/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-0814)25WX-0814 | *The authority of IRS in assessing and collecting taxes*The common misconceptions when dealing with IRS*Common questionable actions by business owners*How to prepare for an IRS audit*The seven options in IRS collections*Possible criminal tax violations by CFOs and small business owners | |
| 5/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-1046)25WX-1046 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 6/6/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1269)25WX-1269 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 6/19/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1185)25WX-1185 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 6/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-1424)25WX-1424 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 6/28/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-0811)25WX-0811 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | |
| 5/22/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-0836)25WX-0836 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 5/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1184)25WX-1184 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 6/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1444)25WX-1444 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 6/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-1043)25WX-1043 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 6/5/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-1006)25WX-1006 | *Fundamentals of accounting policy manuals in traditional and AI contexts*The PRIME Method framework for AI-assisted policy development*Strategic implementation of AI tools including ChatGPT, Claude, and Copilot .Internal control and risk management policy creation*AI and generative AI usage policies for accounting firms*Sustainability and ESG reporting policy frameworks*Predictive analytics and forecasting policy development*Regulatory compliance considerations in AI-generated policies | |
| 6/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1105)25WX-1105 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 6/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1236)25WX-1236 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 6/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1023)25WX-1023 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 6/5/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1402)25WX-1402 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 6/27/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1093)25WX-1093 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 6/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1039)25WX-1039 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 6/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-1196)25WX-1196 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 6/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-0781)25WX-0781 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 5/20/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-0835)25WX-0835 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 5/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-1162)25WX-1162 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations*Financial accounting issues arising from changes in ownership*Financial vs. tax accounting for partnership/LLC capital accounts*Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting with Forms 1065 and 1120S*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs and S corporations*Financial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C election*Financial and tax accounting for S corporation shareholder equity and partner capital accounts*Financial vs. tax accounting for loans to and from S corporations and their shareholders | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-1445)25WX-1445 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance | |
| 6/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-1254)25WX-1254 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 6/19/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-0877)25WX-0877 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 5/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1261)25WX-1261 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 6/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1226)25WX-1226 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | |
| 6/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1138)25WX-1138 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 6/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-1348)25WX-1348 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 6/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1324)25WX-1324 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 6/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-1092)25WX-1092 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 6/10/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1399)25WX-1399 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 6/27/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-0875)25WX-0875 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | |
| 5/28/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-0999)25WX-0999 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 6/4/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1189)25WX-1189 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 6/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1086)25WX-1086 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 6/9/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-0879)25WX-0879 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-0812)25WX-0812 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 5/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1427)25WX-1427 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 6/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-0908)25WX-0908 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 5/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-0858)25WX-0858 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 5/27/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-1016)25WX-1016 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 6/4/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1290)25WX-1290 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 6/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-0789)25WX-0789 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1059)25WX-1059 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 6/6/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1018)25WX-1018 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 6/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-0916)25WX-0916 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 5/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-1110)25WX-1110 | *The authority of IRS in assessing and collecting taxes*The common misconceptions when dealing with IRS*Common questionable actions by business owners*How to prepare for an IRS audit*The seven options in IRS collections*Possible criminal tax violations by CFOs and small business owners | |
| 6/10/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-0817)25WX-0817 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-1258)25WX-1258 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 6/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-1096)25WX-1096 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 6/10/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-1413)25WX-1413 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 6/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1095)25WX-1095 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 6/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1097)25WX-1097 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 6/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-1126)25WX-1126 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 6/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1306)25WX-1306 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 6/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1127)25WX-1127 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 6/11/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1090)25WX-1090 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1262)25WX-1262 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 6/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1077)25WX-1077 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 6/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-1047)25WX-1047 | *Summary of the impact of fraud on entities worldwide*Common fraud schemes and typical median losses that result*How smaller entity fraud risk differs from those of larger entities*The statistical profile of the most common fraud perpetrator*The most effective methods for preventing and detecting fraud*Cybersecurity risk management trends and best practices | |
| 6/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-1403)25WX-1403 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 6/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-1370)25WX-1370 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 6/25/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-0872)25WX-0872 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 5/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-0977)25WX-0977 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 6/3/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-0982)25WX-0982 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 6/3/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Basic Individual Taxation Course (Webinar) (25WX-0849)25WX-0849 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 5/27/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1234)25WX-1234 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 6/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-1350)25WX-1350 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 6/24/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1340)25WX-1340 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 6/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1034)25WX-1034 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 6/5/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1119)25WX-1119 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 6/11/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-1227)25WX-1227 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | |
| 6/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-0991)25WX-0991 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 6/3/2025 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-0845)25WX-0845 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 5/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1406)25WX-1406 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 6/27/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1000)25WX-1000 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 6/4/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Shortcuts That Excel Users Love (Webinar) (25WX-1345)25WX-1345 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 6/24/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1015)25WX-1015 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 6/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-0925)25WX-0925 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 5/30/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-0808)25WX-0808 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 5/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1153)25WX-1153 | *Salient provisions the AICPA Code of Professional Conduct*Examination of actual frauds*Discussion of internal controls that could have prevented or mitigated actual frauds*Contemplation of epiphanies for your own professional scenarios*Implications for professional conduct and compliance with professional standards | |
| 6/12/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Ethical Performance Management (Webinar) (25WX-0929)25WX-0929 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 5/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1366)25WX-1366 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 6/25/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1425)25WX-1425 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 6/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-0912)25WX-0912 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1429)25WX-1429 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 6/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-0867)25WX-0867 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 5/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1228)25WX-1228 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 6/17/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1057)25WX-1057 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 6/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1272)25WX-1272 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 6/19/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1380)25WX-1380 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 6/26/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-0986)25WX-0986 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 6/3/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-1291)25WX-1291 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 6/20/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1369)25WX-1369 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 6/25/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-0807)25WX-0807 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 5/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-0970)25WX-0970 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-0785)25WX-0785 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1222)25WX-1222 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 6/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1085)25WX-1085 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 6/9/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1082)25WX-1082 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 6/9/2025 | 8 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1368)25WX-1368 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 6/25/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-0966)25WX-0966 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1169)25WX-1169 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 6/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1011)25WX-1011 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 6/4/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1302)25WX-1302 | *The urgency of leading change now and the steps in leading change*The power of crafting a vision that encourages buy-in*The art and science of building strong partnerships*Accelerating change through relationship networks*Communication strategies for change*Establishing a feedback culture for successful change*Managing self in times of change*Case studies and real-world scenarios | |
| 6/21/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-0828)25WX-0828 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 5/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1068)25WX-1068 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 6/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-0805)25WX-0805 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 5/22/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-0903)25WX-0903 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 5/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1163)25WX-1163 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 6/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-0846)25WX-0846 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 5/23/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-0997)25WX-0997 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 6/3/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1217)25WX-1217 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 6/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0967)25WX-0967 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 6/2/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (25WX-1246)25WX-1246 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 6/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-1035)25WX-1035 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 6/5/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-0870)25WX-0870 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 5/27/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1198)25WX-1198 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 6/16/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1341)25WX-1341 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 6/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-1437)25WX-1437 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 6/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1422)25WX-1422 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 6/28/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-0866)25WX-0866 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 5/27/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-0853)25WX-0853 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 5/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1305)25WX-1305 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 6/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (25WX-1259)25WX-1259 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 6/19/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-1135)25WX-1135 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 6/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1145)25WX-1145 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 6/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-0793)25WX-0793 | *GASB 100, accounting changes and error corrections*GASB 101, Compensated Absences*Yellow Book and Single Audit engagements*Yellow Book independence requirements*Changes to the Uniform Guidance*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers | |
| 5/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-0959)25WX-0959 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 6/2/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1200)25WX-1200 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 6/16/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1042)25WX-1042 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 6/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1183)25WX-1183 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 6/14/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-0971)25WX-0971 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: 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 methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-1220)25WX-1220 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 6/17/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1410)25WX-1410 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned | |
| 6/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1149)25WX-1149 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 6/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-0944)25WX-0944 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers*Review of individual and business provisions of the Inflation Reduction Act*Update on significant individual and business tax developments related to cases and rulings*Update on earned income credit, child credit, and child and dependent care credit*Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Tax issues impacting "gig" workers, including Form 1099-K*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1244)25WX-1244 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 6/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-0973)25WX-0973 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-1377)25WX-1377 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 6/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1202)25WX-1202 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 6/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1143)25WX-1143 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 6/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1398)25WX-1398 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/27/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-0976)25WX-0976 | *How is business changing*What is driving the change and how long will it last*How specifically is an organizations control system important*What steps are needed to "keep up" with the upheaval | |
| 6/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1431)25WX-1431 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 6/30/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1342)25WX-1342 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 6/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-0779)25WX-0779 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 5/20/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-1031)25WX-1031 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 6/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1419)25WX-1419 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 6/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-0865)25WX-0865 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 5/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-0863)25WX-0863 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 5/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1421)25WX-1421 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 6/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-1362)25WX-1362 | *Subchapter S status election and compliance requirements*Relief for late Form 2553 filings under Rev. Proc. 2022-19*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3*IRC Section 1361 and Section 1362 analysis for S Corporation elections*Corporate governance and formalities compliance*Shareholder stock and debt basis rules*Built-in capital gains and other aspects of Form 1120S*Schedules K-1, K-2, and K-3 preparation and reporting requirements*Officer reasonable compensation: requirements, advisory strategies, and audit defenses*S Corporation eligibility errors and corrective measures | |
| 6/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1395)25WX-1395 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 6/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1056)25WX-1056 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 6/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1165)25WX-1165 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 6/13/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-0936)25WX-0936 | *The urgency of leading change now and the steps in leading change*The power of crafting a vision that encourages buy-in*The art and science of building strong partnerships*Accelerating change through relationship networks*Communication strategies for change*Establishing a feedback culture for successful change*Managing self in times of change*Case studies and real-world scenarios | |
| 5/30/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-0931)25WX-0931 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 5/30/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1179)25WX-1179 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 6/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1435)25WX-1435 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 6/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-1238)25WX-1238 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 6/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1376)25WX-1376 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1132)25WX-1132 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 6/12/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1118)25WX-1118 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 6/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-0820)25WX-0820 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 5/22/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1080)25WX-1080 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 6/9/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1020)25WX-1020 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 6/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1390)25WX-1390 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 6/26/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-1193)25WX-1193 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 6/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-0910)25WX-0910 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements | |
| 5/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1010)25WX-1010 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 6/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-1108)25WX-1108 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 6/10/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-0780)25WX-0780 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 5/20/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1134)25WX-1134 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 6/12/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-1212)25WX-1212 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 6/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-0924)25WX-0924 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | |
| 5/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics Based Leadership for Women (Webinar) (25WX-0843)25WX-0843 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 5/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-0880)25WX-0880 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 5/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1089)25WX-1089 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 6/10/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-0871)25WX-0871 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 5/27/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-1229)25WX-1229 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 6/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-0860)25WX-0860 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 5/27/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1309)25WX-1309 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 6/23/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1256)25WX-1256 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 6/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-1147)25WX-1147 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1111)25WX-1111 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 6/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Cultural Transformation (Webinar) (25WX-1199)25WX-1199 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 6/16/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-1322)25WX-1322 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 6/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-0813)25WX-0813 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 5/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-0893)25WX-0893 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 5/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1025)25WX-1025 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 6/5/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-1287)25WX-1287 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 6/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-0958)25WX-0958 | *Course 1: How to Audit Cash | CPE: 2 | Description: 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 auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-1237)25WX-1237 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 6/18/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1436)25WX-1436 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 6/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1386)25WX-1386 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 6/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-0802)25WX-0802 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 5/21/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-1140)25WX-1140 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 6/12/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-1255)25WX-1255 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 6/19/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-0907)25WX-0907 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 5/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1286)25WX-1286 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 6/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1308)25WX-1308 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 6/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-0881)25WX-0881 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 5/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Recruitment and Selection (Webinar) (25WX-0859)25WX-0859 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 5/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-1120)25WX-1120 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on*Yellow Book and Single Audit engagements*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers | |
| 6/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-1115)25WX-1115 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 6/11/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-0905)25WX-0905 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 5/29/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1206)25WX-1206 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 6/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1417)25WX-1417 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 6/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PCAOB and SEC Update (Webinar) (25WX-1107)25WX-1107 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 6/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1078)25WX-1078 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 6/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-1358)25WX-1358 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 6/25/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-1231)25WX-1231 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 6/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-1353)25WX-1353 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 6/25/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-0941)25WX-0941 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 5/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-1276)25WX-1276 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 6/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1166)25WX-1166 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 6/13/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-1124)25WX-1124 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 6/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1397)25WX-1397 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 6/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1188)25WX-1188 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 6/16/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1344)25WX-1344 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 6/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-0890)25WX-0890 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 5/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1278)25WX-1278 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 6/20/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1154)25WX-1154 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 6/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1357)25WX-1357 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 6/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-0906)25WX-0906 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 5/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-0790)25WX-0790 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 5/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-0832)25WX-0832 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 5/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1371)25WX-1371 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 6/25/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-0837)25WX-0837 | *Salient provisions the AICPA Code of Professional Conduct*Examination of actual frauds*Discussion of internal controls that could have prevented or mitigated actual frauds*Contemplation of epiphanies for your own professional scenarios*Implications for professional conduct and compliance with professional standards | |
| 5/23/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1384)25WX-1384 | *Salient provisions the AICPA Code of Professional Conduct*Examination of actual frauds*Discussion of internal controls that could have prevented or mitigated actual frauds*Contemplation of epiphanies for your own professional scenarios*Implications for professional conduct and compliance with professional standards | |
| 6/26/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-0945)25WX-0945 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 6/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1009)25WX-1009 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 6/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1052)25WX-1052 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-1230)25WX-1230 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 6/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1233)25WX-1233 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 6/18/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-1024)25WX-1024 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 6/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-0851)25WX-0851 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 5/27/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1307)25WX-1307 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 6/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1081)25WX-1081 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 6/9/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-1106)25WX-1106 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 6/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-1221)25WX-1221 | *The authority of IRS in assessing and collecting taxes*The common misconceptions when dealing with IRS*Common questionable actions by business owners*How to prepare for an IRS audit*The seven options in IRS collections*Possible criminal tax violations by CFOs and small business owners | |
| 6/17/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1136)25WX-1136 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 6/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1175)25WX-1175 | *The urgency of leading change now and the steps in leading change*The power of crafting a vision that encourages buy-in*The art and science of building strong partnerships*Accelerating change through relationship networks*Communication strategies for change*Establishing a feedback culture for successful change*Managing self in times of change*Case studies and real-world scenarios | |
| 6/13/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-0972)25WX-0972 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-1211)25WX-1211 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 6/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-0927)25WX-0927 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 5/30/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-1075)25WX-1075 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 6/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-1235)25WX-1235 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 6/18/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1066)25WX-1066 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 6/9/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1304)25WX-1304 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 6/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1310)25WX-1310 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1195)25WX-1195 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 6/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-1194)25WX-1194 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 6/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-1030)25WX-1030 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 6/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1130)25WX-1130 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 6/11/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1232)25WX-1232 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 6/18/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-0799)25WX-0799 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 5/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1440)25WX-1440 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 6/30/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1204)25WX-1204 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 6/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1218)25WX-1218 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 6/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-0987)25WX-0987 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 6/3/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1073)25WX-1073 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 6/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-0831)25WX-0831 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 5/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-0887)25WX-0887 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 5/28/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1121)25WX-1121 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 6/11/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-1242)25WX-1242 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 6/18/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-1326)25WX-1326 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 6/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0791)25WX-0791 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 5/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1266)25WX-1266 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 6/19/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-1104)25WX-1104 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| 6/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1361)25WX-1361 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 6/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-0809)25WX-0809 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 5/22/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1026)25WX-1026 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 6/5/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-0980)25WX-0980 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 6/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1252)25WX-1252 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 6/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1172)25WX-1172 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 6/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1301)25WX-1301 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 6/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1067)25WX-1067 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 6/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1412)25WX-1412 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 6/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-0850)25WX-0850 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 5/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-0796)25WX-0796 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 5/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-1139)25WX-1139 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 6/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-1288)25WX-1288 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 6/20/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-0969)25WX-0969 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1388)25WX-1388 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 6/26/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-0919)25WX-0919 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 5/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-0933)25WX-0933 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 5/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-0774)25WX-0774 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 5/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1359)25WX-1359 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 6/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1263)25WX-1263 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 6/19/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-0894)25WX-0894 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 5/28/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1013)25WX-1013 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 6/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1156)25WX-1156 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 6/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1343)25WX-1343 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 6/24/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1049)25WX-1049 | *Explain the use of both "inside" and "outside" basis determination*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest*Comprehensive example to illustrate the mechanics of the basis determination process | |
| 6/6/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0778)25WX-0778 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 5/20/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Using ChatGPT with Excel (Webinar) (25WX-1400)25WX-1400 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 6/27/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1346)25WX-1346 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 6/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1274)25WX-1274 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 6/19/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-1176)25WX-1176 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 6/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1372)25WX-1372 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 6/25/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-0833)25WX-0833 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 5/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-0984)25WX-0984 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 6/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-1257)25WX-1257 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 6/19/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1363)25WX-1363 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 6/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-0830)25WX-0830 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 5/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-1389)25WX-1389 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 6/26/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-0773)25WX-0773 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 5/20/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1040)25WX-1040 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 6/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-1239)25WX-1239 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 6/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1271)25WX-1271 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 6/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-0800)25WX-0800 | *AICPA Accounting and Review Services Committee standards update and new practice aid*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes*Update on AICPA's Enhancing Audit Quality Initiative*Trends in audit quality including the DOL's audit quality study*Frequent peer review findings and practice tips for achieving high practice quality*Latest on the DOL's audit quality study | |
| 5/21/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-1014)25WX-1014 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 6/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1414)25WX-1414 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 6/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1441)25WX-1441 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 6/30/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-0953)25WX-0953 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 6/2/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1415)25WX-1415 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 6/27/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-0904)25WX-0904 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 5/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1131)25WX-1131 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 6/11/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-0864)25WX-0864 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 5/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1074)25WX-1074 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 6/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1216)25WX-1216 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 6/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics and Civility in the Workplace (Webinar) (25WX-1051)25WX-1051 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 6/6/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1114)25WX-1114 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-0839)25WX-0839 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 5/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting for the Gig Economy (Webinar) (25WX-1167)25WX-1167 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 6/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-1017)25WX-1017 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 6/4/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-0826)25WX-0826 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 5/22/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1207)25WX-1207 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1045)25WX-1045 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 6/6/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-0847)25WX-0847 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders | |
| 5/23/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1374)25WX-1374 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/26/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-1293)25WX-1293 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 6/20/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1423)25WX-1423 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 6/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-1251)25WX-1251 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 6/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-0869)25WX-0869 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 5/27/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1064)25WX-1064 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 6/6/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1320)25WX-1320 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 6/23/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-0844)25WX-0844 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 5/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1123)25WX-1123 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 6/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics and Civility in the Workplace (Webinar) (25WX-1314)25WX-1314 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 6/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PCAOB and SEC Update (Webinar) (25WX-1325)25WX-1325 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 6/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-0974)25WX-0974 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 6/2/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-0804)25WX-0804 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 5/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1219)25WX-1219 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 6/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1201)25WX-1201 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 6/16/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1029)25WX-1029 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 6/5/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1061)25WX-1061 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 6/6/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-0950)25WX-0950 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 6/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1055)25WX-1055 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 6/6/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-0784)25WX-0784 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 5/21/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-1158)25WX-1158 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 6/13/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1328)25WX-1328 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 6/23/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1296)25WX-1296 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 6/20/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-1091)25WX-1091 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 6/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1323)25WX-1323 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 6/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-0897)25WX-0897 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 5/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1240)25WX-1240 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 6/18/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-0956)25WX-0956 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: 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 attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1327)25WX-1327 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 6/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-0786)25WX-0786 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 5/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-1012)25WX-1012 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 6/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-1253)25WX-1253 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 6/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1177)25WX-1177 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 6/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-0922)25WX-0922 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 5/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-0923)25WX-0923 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 5/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-1264)25WX-1264 | *AICPA Accounting and Review Services Committee standards update and new practice aid*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes*Update on AICPA's Enhancing Audit Quality Initiative*Trends in audit quality including the DOL's audit quality study*Frequent peer review findings and practice tips for achieving high practice quality*Latest on the DOL's audit quality study | |
| 6/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-0803)25WX-0803 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 5/21/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1028)25WX-1028 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 6/5/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-0899)25WX-0899 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 5/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics Based Leadership for Women (Webinar) (25WX-1203)25WX-1203 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 6/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-1418)25WX-1418 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 6/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1022)25WX-1022 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 6/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-0861)25WX-0861 | *Financial modeling with ChatGPT integration*Advanced ratio analysis techniques*Risk assessment and scenario analysis*Valuation methods and ChatGPT applications*Utilizing performance metrics in financial analysis*Data analysis and interpretation with AI*Investment analysis enhanced by ChatGPT | |
| 5/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-1375)25WX-1375 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert*Data Modeling: A comprehensive discussion of building a data model and calculating metrics*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner | |
| 6/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-1409)25WX-1409 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 6/27/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-0918)25WX-0918 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 5/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-1277)25WX-1277 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 6/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-0874)25WX-0874 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 5/28/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-0901)25WX-0901 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 5/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1209)25WX-1209 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1098)25WX-1098 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 6/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1005)25WX-1005 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 6/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethical Management of Conflict (Webinar) (25WX-1164)25WX-1164 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 6/13/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1411)25WX-1411 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 6/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-0938)25WX-0938 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 5/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1141)25WX-1141 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-0854)25WX-0854 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders | |
| 5/27/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1364)25WX-1364 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 6/25/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-1160)25WX-1160 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 6/13/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-1117)25WX-1117 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 6/11/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-1313)25WX-1313 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 6/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1063)25WX-1063 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 6/6/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1383)25WX-1383 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 6/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-0886)25WX-0886 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 5/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-0882)25WX-0882 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 5/28/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-0798)25WX-0798 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1084)25WX-1084 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 6/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-0949)25WX-0949 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 6/2/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-1155)25WX-1155 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 6/13/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1367)25WX-1367 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 6/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1072)25WX-1072 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 6/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-1275)25WX-1275 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 6/19/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-1260)25WX-1260 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 6/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1285)25WX-1285 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 6/20/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-0942)25WX-0942 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 5/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0975)25WX-0975 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 6/2/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1408)25WX-1408 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 6/27/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1392)25WX-1392 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 6/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-0989)25WX-0989 | *Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines*When to use Forms 433-A or 433-B and required documentation*Offer in Compromise (OIC): criteria, process, and practical considerations*Payment options: installment agreements, partial payment plans, and OIC*Advising clients on IRS collections and avoiding penalties*Compliance strategies for minimizing tax liabilities*Real-world scenarios and examples for tax debt resolution | |
| 6/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-0848)25WX-0848 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 5/23/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1053)25WX-1053 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 6/6/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1036)25WX-1036 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 6/5/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-0842)25WX-0842 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 5/23/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1008)25WX-1008 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 6/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-0983)25WX-0983 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 6/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1060)25WX-1060 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 6/6/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-0824)25WX-0824 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 5/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-0873)25WX-0873 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 5/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-0819)25WX-0819 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 5/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-1038)25WX-1038 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 6/5/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-0876)25WX-0876 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 5/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-1319)25WX-1319 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library*Note: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 6/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-1173)25WX-1173 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 6/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-0806)25WX-0806 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How AI Fits into the Accounting World (Webinar) (25WX-0816)25WX-0816 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 5/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1094)25WX-1094 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 6/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-0948)25WX-0948 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 6/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1171)25WX-1171 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 6/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1190)25WX-1190 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 6/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1002)25WX-1002 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 6/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0995)25WX-0995 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 6/3/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1245)25WX-1245 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 6/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-0829)25WX-0829 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 5/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-0855)25WX-0855 | *Current impacts of accounting and financial reporting on not-for-profit entities*Recently released FASB standards that impact not-for-profit financial reporting the most*Current issues and challenges involving Yellow Book financial statement audits*Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards*Important AICPA professional standard developments related to providing audit and nonaudit services to not-for-profits | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-0947)25WX-0947 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 6/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1192)25WX-1192 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 6/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-0801)25WX-0801 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 5/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-0913)25WX-0913 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 5/29/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1128)25WX-1128 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 6/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-1331)25WX-1331 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 6/24/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-0862)25WX-0862 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 5/27/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-0909)25WX-0909 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned | |
| 5/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1186)25WX-1186 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 6/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-1354)25WX-1354 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-0896)25WX-0896 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 5/29/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-0990)25WX-0990 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 6/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1332)25WX-1332 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders | |
| 6/24/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1416)25WX-1416 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 6/27/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1349)25WX-1349 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 6/24/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1069)25WX-1069 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 6/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1404)25WX-1404 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 6/27/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-1181)25WX-1181 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 6/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Keeping Up With the FASB (Webinar) (25WX-1210)25WX-1210 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 6/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-0794)25WX-0794 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 5/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-0838)25WX-0838 | *Subchapter S status election and compliance requirements*Relief for late Form 2553 filings under Rev. Proc. 2022-19*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3*IRC Section 1361 and Section 1362 analysis for S Corporation elections*Corporate governance and formalities compliance*Shareholder stock and debt basis rules*Built-in capital gains and other aspects of Form 1120S*Schedules K-1, K-2, and K-3 preparation and reporting requirements*Officer reasonable compensation: requirements, advisory strategies, and audit defenses*S Corporation eligibility errors and corrective measures | |
| 5/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-0992)25WX-0992 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 6/3/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-0964)25WX-0964 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | |
| 6/2/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-0852)25WX-0852 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 5/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1044)25WX-1044 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 6/5/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1360)25WX-1360 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-0902)25WX-0902 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 5/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1065)25WX-1065 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned | |
| 6/6/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1279)25WX-1279 | *Explain the use of both "inside" and "outside" basis determination*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest*Comprehensive example to illustrate the mechanics of the basis determination process | |
| 6/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1373)25WX-1373 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 6/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-1378)25WX-1378 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 6/26/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1321)25WX-1321 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 6/23/2025 | 1:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1316)25WX-1316 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 6/23/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1142)25WX-1142 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-0915)25WX-0915 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 5/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1407)25WX-1407 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 6/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1109)25WX-1109 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 6/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-0939)25WX-0939 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 5/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-0884)25WX-0884 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 5/28/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-1442)25WX-1442 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 6/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1365)25WX-1365 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-1430)25WX-1430 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 6/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-1294)25WX-1294 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 6/20/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-0943)25WX-0943 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 6/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-0988)25WX-0988 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 6/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1379)25WX-1379 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 6/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1032)25WX-1032 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1100)25WX-1100 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 6/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-0815)25WX-0815 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 5/22/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-1281)25WX-1281 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 6/20/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1335)25WX-1335 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 6/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-1248)25WX-1248 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 6/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-0928)25WX-0928 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 5/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1208)25WX-1208 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 6/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-1396)25WX-1396 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 6/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1241)25WX-1241 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 6/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-0979)25WX-0979 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-0937)25WX-0937 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | |
| 5/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-1205)25WX-1205 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | |
| 6/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1283)25WX-1283 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 6/20/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-0998)25WX-0998 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | |
| 6/3/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1355)25WX-1355 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Mastering the Excel Lookup Functions (Webinar) (25WX-0821)25WX-0821 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 5/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-1215)25WX-1215 | *GASB 100, accounting changes and error corrections*GASB 101, Compensated Absences*Yellow Book and Single Audit engagements*Yellow Book independence requirements*Changes to the Uniform Guidance*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers | |
| 6/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-0957)25WX-0957 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-1420)25WX-1420 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 6/28/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1116)25WX-1116 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | |
| 6/11/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-0878)25WX-0878 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 5/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-0818)25WX-0818 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 5/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1347)25WX-1347 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 6/24/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1337)25WX-1337 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 6/24/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-1187)25WX-1187 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-1161)25WX-1161 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 6/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-0963)25WX-0963 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 6/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-0961)25WX-0961 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 6/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-0841)25WX-0841 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 5/23/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1070)25WX-1070 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 6/9/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1099)25WX-1099 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 6/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-0810)25WX-0810 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-1434)25WX-1434 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 6/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-0962)25WX-0962 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-1318)25WX-1318 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | |
| 6/23/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-1292)25WX-1292 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 6/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-0951)25WX-0951 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 6/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1058)25WX-1058 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 6/6/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1146)25WX-1146 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 6/12/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-0954)25WX-0954 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | |
| 6/2/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-1144)25WX-1144 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 6/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-1249)25WX-1249 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 6/18/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Google Gemini AI for Accountants (Webinar) (25WX-0930)25WX-0930 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 5/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-0935)25WX-0935 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 5/30/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-1300)25WX-1300 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | |
| 6/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1178)25WX-1178 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 6/14/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-1224)25WX-1224 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1297)25WX-1297 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 6/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1329)25WX-1329 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 6/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Yellow Book Ethics (Webinar) (25WX-1352)25WX-1352 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 6/25/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Single Audit Update (Webinar) (25WX-1050)25WX-1050 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 6/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-0891)25WX-0891 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 5/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-1317)25WX-1317 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 6/23/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1270)25WX-1270 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 6/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-0898)25WX-0898 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 5/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1027)25WX-1027 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 6/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-0985)25WX-0985 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 6/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-1311)25WX-1311 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 6/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-0775)25WX-0775 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 5/20/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1102)25WX-1102 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 6/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-0888)25WX-0888 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library*Note: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Cultural Transformation (Webinar) (25WX-0934)25WX-0934 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 5/30/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1387)25WX-1387 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements | |
| 6/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1250)25WX-1250 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 6/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1174)25WX-1174 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 6/13/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-1157)25WX-1157 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 6/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1170)25WX-1170 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 6/13/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-1133)25WX-1133 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 6/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1001)25WX-1001 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 6/4/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1168)25WX-1168 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 6/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1315)25WX-1315 | *Financial modeling with ChatGPT integration*Advanced ratio analysis techniques*Risk assessment and scenario analysis*Valuation methods and ChatGPT applications*Utilizing performance metrics in financial analysis*Data analysis and interpretation with AI*Investment analysis enhanced by ChatGPT | |
| 6/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-1003)25WX-1003 | *Technology hot topics for audits*Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation*Year 2 considerations for leases including modification accounting*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management*The current work of the ASB | |
| 6/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-0940)25WX-0940 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 5/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1284)25WX-1284 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 6/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-0883)25WX-0883 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 5/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1401)25WX-1401 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 6/27/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-0892)25WX-0892 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 5/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1385)25WX-1385 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 6/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-0777)25WX-0777 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 5/20/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-1391)25WX-1391 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | |
| 6/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-0782)25WX-0782 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 5/21/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1393)25WX-1393 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 6/26/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-0996)25WX-0996 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 6/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1087)25WX-1087 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 6/9/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1004)25WX-1004 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 6/4/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-1382)25WX-1382 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 6/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1225)25WX-1225 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 6/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-1197)25WX-1197 | *Comparative analysis of LLCs and S Corporations*Entity formation, compliance, and operational structures*Self-employment tax and its implications for LLCs and S Corporations*Form 2553 preparation and relief for late filings*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application*S Corporation eligibility errors and corrective measures*Corporate governance and formalities for both entity types*Shareholder stock and debt basis for S Corporations*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3)*Officer reasonable compensation and general partner guaranteed payments*Audit strategies, estate planning, and business continuation planning | |
| 6/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1433)25WX-1433 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 6/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-0787)25WX-0787 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-1312)25WX-1312 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 6/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-0834)25WX-0834 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 5/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-1112)25WX-1112 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 6/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1334)25WX-1334 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 6/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-0823)25WX-0823 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 5/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1033)25WX-1033 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 6/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1351)25WX-1351 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 6/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1213)25WX-1213 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 6/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-1037)25WX-1037 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 6/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1339)25WX-1339 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 6/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0981)25WX-0981 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 6/3/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1182)25WX-1182 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 6/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-1214)25WX-1214 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 6/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-0840)25WX-0840 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 5/23/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1298)25WX-1298 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 6/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Cash (Webinar) (25WX-1381)25WX-1381 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 6/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-1019)25WX-1019 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 6/4/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-1048)25WX-1048 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-1129)25WX-1129 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 6/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1405)25WX-1405 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 6/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1330)25WX-1330 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 6/24/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-1295)25WX-1295 | *AICPA Accounting and Review Services Committee standards update and new practice aid*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes*Update on AICPA's Enhancing Audit Quality Initiative*Trends in audit quality including the DOL's audit quality study*Frequent peer review findings and practice tips for achieving high practice quality*Latest on the DOL's audit quality study | |
| 6/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1088)25WX-1088 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 6/9/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1103)25WX-1103 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 6/10/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1443)25WX-1443 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 6/30/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1159)25WX-1159 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-0792)25WX-0792 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 5/21/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1148)25WX-1148 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 6/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-0932)25WX-0932 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 5/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1137)25WX-1137 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1083)25WX-1083 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 6/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Take Command of Your Time (Webinar) (25WX-1125)25WX-1125 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 6/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-0946)25WX-0946 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-0795)25WX-0795 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 5/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-0968)25WX-0968 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-1150)25WX-1150 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 6/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-1299)25WX-1299 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 6/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1151)25WX-1151 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 6/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1754)25WX-1754 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1994)25WX-1994 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 8/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-2119)25WX-2119 | *Salient provisions the AICPA Code of Professional Conduct*Examination of actual frauds*Discussion of internal controls that could have prevented or mitigated actual frauds*Contemplation of epiphanies for your own professional scenarios*Implications for professional conduct and compliance with professional standards | |
| 8/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1721)25WX-1721 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 7/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1912)25WX-1912 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 7/30/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1570)25WX-1570 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 7/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Depreciation: Review and Update (Webinar) (25WX-1786)25WX-1786 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 7/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1730)25WX-1730 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 7/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1839)25WX-1839 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 7/25/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-1591)25WX-1591 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 7/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-1638)25WX-1638 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 7/14/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1832)25WX-1832 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 7/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1918)25WX-1918 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 7/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-2018)25WX-2018 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 8/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-1640)25WX-1640 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 7/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1909)25WX-1909 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 7/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-2061)25WX-2061 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 8/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-1950)25WX-1950 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on*Yellow Book and Single Audit engagements*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1863)25WX-1863 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 7/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-1884)25WX-1884 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 7/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Single Audit Update (Webinar) (25WX-1787)25WX-1787 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 7/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-1477)25WX-1477 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1837)25WX-1837 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 7/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-1899)25WX-1899 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | |
| 7/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-1501)25WX-1501 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 7/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-1741)25WX-1741 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 7/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1775)25WX-1775 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 7/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-2070)25WX-2070 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 8/8/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-1790)25WX-1790 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 7/23/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Better Management Reports -- Clear + Simple=Great! (Webinar) (25WX-2075)25WX-2075 | *Why do most managers not understand financial reports?*The mistakes users make and the mistakes the accountants make*Steps to take to correct the issues*What do managers need from their reports?*The step-by-step process to build reports to give them vital information*How to learn what your users want*Alternative methods to present reports*Systems and software could be helpful*Examples of great reports*What works and what does not work well?*Crafting the report to suit your audience*The benefit of and necessity of an annual review | |
| 8/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-1471)25WX-1471 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1906)25WX-1906 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 7/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1498)25WX-1498 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 7/2/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1682)25WX-1682 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 7/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1928)25WX-1928 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 7/31/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1874)25WX-1874 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 7/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-1512)25WX-1512 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 7/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-1663)25WX-1663 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 7/16/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1536)25WX-1536 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 7/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-1869)25WX-1869 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | |
| 7/28/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1903)25WX-1903 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 7/30/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-2034)25WX-2034 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 8/6/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-1643)25WX-1643 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1695)25WX-1695 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 7/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-1900)25WX-1900 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 7/29/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1926)25WX-1926 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 7/31/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-1748)25WX-1748 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 7/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1890)25WX-1890 | *Financial modeling with ChatGPT integration*Advanced ratio analysis techniques*Risk assessment and scenario analysis*Valuation methods and ChatGPT applications*Utilizing performance metrics in financial analysis*Data analysis and interpretation with AI*Investment analysis enhanced by ChatGPT | |
| 7/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-1569)25WX-1569 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 7/9/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-2091)25WX-2091 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 8/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-1938)25WX-1938 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 7/31/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1633)25WX-1633 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements | |
| 7/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1756)25WX-1756 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 7/21/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1704)25WX-1704 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 7/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-1672)25WX-1672 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 7/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The 10 Must Know Excel Features (Webinar) (25WX-1735)25WX-1735 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 7/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1975)25WX-1975 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 8/1/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1564)25WX-1564 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 7/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1952)25WX-1952 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 8/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-2011)25WX-2011 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 8/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-1969)25WX-1969 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-1999)25WX-1999 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 8/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1648)25WX-1648 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 7/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1604)25WX-1604 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 7/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-1545)25WX-1545 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 7/8/2025 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-2066)25WX-2066 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 8/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-1875)25WX-1875 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 7/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-1990)25WX-1990 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 8/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1904)25WX-1904 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1492)25WX-1492 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 7/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Monthly Federal Tax Updates: August 2025 (Webinar) (25WX-2096)25WX-2096 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 8/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-1722)25WX-1722 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 7/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-1740)25WX-1740 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 7/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-2089)25WX-2089 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 8/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-1979)25WX-1979 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 8/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1694)25WX-1694 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 7/17/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-1485)25WX-1485 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations*Financial accounting issues arising from changes in ownership*Financial vs. tax accounting for partnership/LLC capital accounts*Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting with Forms 1065 and 1120S*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs and S corporations*Financial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C election*Financial and tax accounting for S corporation shareholder equity and partner capital accounts*Financial vs. tax accounting for loans to and from S corporations and their shareholders | |
| 7/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-1548)25WX-1548 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | |
| 7/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-2086)25WX-2086 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 8/9/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-1968)25WX-1968 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1515)25WX-1515 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 7/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-1517)25WX-1517 | *Comparative analysis of LLCs and S Corporations*Entity formation, compliance, and operational structures*Self-employment tax and its implications for LLCs and S Corporations*Form 2553 preparation and relief for late filings*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application*S Corporation eligibility errors and corrective measures*Corporate governance and formalities for both entity types*Shareholder stock and debt basis for S Corporations*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3)*Officer reasonable compensation and general partner guaranteed payments*Audit strategies, estate planning, and business continuation planning | |
| 7/7/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-1621)25WX-1621 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 7/14/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1821)25WX-1821 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 7/24/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1658)25WX-1658 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 7/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1619)25WX-1619 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 7/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-2136)25WX-2136 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 8/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-2000)25WX-2000 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 8/4/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1481)25WX-1481 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 7/2/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1777)25WX-1777 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 7/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1450)25WX-1450 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 7/1/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1677)25WX-1677 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 7/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-2038)25WX-2038 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 8/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-2026)25WX-2026 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 8/6/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Basic Individual Taxation Course (Webinar) (25WX-1902)25WX-1902 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 7/30/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1493)25WX-1493 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 7/2/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-1533)25WX-1533 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 7/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1668)25WX-1668 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 7/16/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1892)25WX-1892 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 7/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1988)25WX-1988 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 8/4/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1895)25WX-1895 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements | |
| 7/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-1514)25WX-1514 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 7/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1447)25WX-1447 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 6/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1639)25WX-1639 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 7/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1700)25WX-1700 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 7/17/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-1972)25WX-1972 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-1734)25WX-1734 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 7/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-1711)25WX-1711 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 7/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1578)25WX-1578 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 7/10/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-2012)25WX-2012 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 8/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-2021)25WX-2021 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 8/5/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1685)25WX-1685 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 7/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1716)25WX-1716 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 7/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1991)25WX-1991 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 8/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1811)25WX-1811 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 7/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1797)25WX-1797 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 7/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1930)25WX-1930 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 7/31/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-1560)25WX-1560 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 7/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-1927)25WX-1927 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 7/31/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1921)25WX-1921 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 7/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1707)25WX-1707 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/18/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1803)25WX-1803 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 7/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-2110)25WX-2110 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 8/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1535)25WX-1535 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 7/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1647)25WX-1647 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 7/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1630)25WX-1630 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 7/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-1456)25WX-1456 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 7/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1581)25WX-1581 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 7/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1469)25WX-1469 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 7/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-2015)25WX-2015 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 8/5/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-2074)25WX-2074 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 8/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1846)25WX-1846 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 7/25/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1858)25WX-1858 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 7/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-2039)25WX-2039 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 8/6/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1747)25WX-1747 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 7/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-2024)25WX-2024 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 8/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-1771)25WX-1771 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 7/22/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1684)25WX-1684 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 7/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1945)25WX-1945 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 8/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1808)25WX-1808 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 7/24/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1590)25WX-1590 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 7/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-2107)25WX-2107 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 8/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1924)25WX-1924 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 7/31/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO Series: CFO or Detective? Running Skillful Investigations (Webinar) (25WX-1966)25WX-1966 | *What is an investigation, and when is it warranted?*How to prepare for an investigation*Who should conduct it?*Defining the boundaries*When to outsource vs conduct the investigation internally?*Evidence collection and preservation*The paper and data trail*Witness statements*Employee rights during investigations*Investigative techniques (data analytics, surveillance, interviews)*Reporting results*When to take the next step -- the legal process | |
| 8/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1964)25WX-1964 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 8/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-2062)25WX-2062 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 8/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1494)25WX-1494 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 7/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-1781)25WX-1781 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 7/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1465)25WX-1465 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 7/1/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-2002)25WX-2002 | *How is business changing*What is driving the change and how long will it last*How specifically is an organizations control system important*What steps are needed to "keep up" with the upheaval | |
| 8/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1726)25WX-1726 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 7/19/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-1876)25WX-1876 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 7/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Servant Leadership 101 (Webinar) (25WX-1505)25WX-1505 | *Assessing your organization's culture*The benefits of great cultures*The basics of what servant leadership is, and is not*How to coach using a servant leadership style | |
| 7/3/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1662)25WX-1662 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 7/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1768)25WX-1768 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 7/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-1454)25WX-1454 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A&A Update With Technology Implementation (Webinar) (25WX-2118)25WX-2118 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 8/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-2031)25WX-2031 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 8/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-2030)25WX-2030 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New What's Behind the Data? (Webinar) (25WX-1622)25WX-1622 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 7/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1616)25WX-1616 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 7/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-1905)25WX-1905 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 7/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-1546)25WX-1546 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| 7/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-1951)25WX-1951 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 8/1/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-1941)25WX-1941 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 7/31/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1511)25WX-1511 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 7/7/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-1540)25WX-1540 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 7/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1654)25WX-1654 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 7/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1774)25WX-1774 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 7/22/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-1925)25WX-1925 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert*Data Modeling: A comprehensive discussion of building a data model and calculating metrics*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner | |
| 7/31/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1866)25WX-1866 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 7/28/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-1760)25WX-1760 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 7/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-2082)25WX-2082 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 8/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-1689)25WX-1689 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 7/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1854)25WX-1854 | *The urgency of leading change now and the steps in leading change*The power of crafting a vision that encourages buy-in*The art and science of building strong partnerships*Accelerating change through relationship networks*Communication strategies for change*Establishing a feedback culture for successful change*Managing self in times of change*Case studies and real-world scenarios | |
| 7/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-2072)25WX-2072 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 8/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-1474)25WX-1474 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1947)25WX-1947 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 8/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-2099)25WX-2099 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 8/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-1831)25WX-1831 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 7/25/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-2025)25WX-2025 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 8/6/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1539)25WX-1539 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 7/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1696)25WX-1696 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 7/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-1551)25WX-1551 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 7/8/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-1749)25WX-1749 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 7/21/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1521)25WX-1521 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 7/7/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-1853)25WX-1853 | *AICPA Accounting and Review Services Committee standards update and new practice aid*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes*Update on AICPA's Enhancing Audit Quality Initiative*Trends in audit quality including the DOL's audit quality study*Frequent peer review findings and practice tips for achieving high practice quality*Latest on the DOL's audit quality study | |
| 7/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1676)25WX-1676 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 7/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-2098)25WX-2098 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 8/11/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1796)25WX-1796 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 7/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1678)25WX-1678 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1894)25WX-1894 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 7/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1913)25WX-1913 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 7/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-1773)25WX-1773 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 7/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-2010)25WX-2010 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 8/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-2135)25WX-2135 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 8/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-1528)25WX-1528 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 7/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-1809)25WX-1809 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 7/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1889)25WX-1889 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 7/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How to Audit Inventory (Webinar) (25WX-1487)25WX-1487 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 7/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1815)25WX-1815 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 7/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1942)25WX-1942 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 7/31/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1520)25WX-1520 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 7/7/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1669)25WX-1669 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 7/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1873)25WX-1873 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1806)25WX-1806 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 7/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1891)25WX-1891 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 7/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-2113)25WX-2113 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 8/11/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-2125)25WX-2125 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 8/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-1460)25WX-1460 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1537)25WX-1537 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 7/8/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-2058)25WX-2058 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 8/7/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-1650)25WX-1650 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 7/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-2085)25WX-2085 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 8/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1683)25WX-1683 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 7/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1974)25WX-1974 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 8/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-2041)25WX-2041 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 8/6/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1859)25WX-1859 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 7/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-2104)25WX-2104 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-1782)25WX-1782 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 7/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-2141)25WX-2141 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 8/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1780)25WX-1780 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 7/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1922)25WX-1922 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 7/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-1561)25WX-1561 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 7/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-1845)25WX-1845 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 7/25/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-1907)25WX-1907 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 7/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1914)25WX-1914 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 7/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-2006)25WX-2006 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1849)25WX-1849 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 7/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-1759)25WX-1759 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 7/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-1473)25WX-1473 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-1552)25WX-1552 | *The authority of IRS in assessing and collecting taxes*The common misconceptions when dealing with IRS*Common questionable actions by business owners*How to prepare for an IRS audit*The seven options in IRS collections*Possible criminal tax violations by CFOs and small business owners | |
| 7/8/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-2111)25WX-2111 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 8/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1534)25WX-1534 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 7/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| CFO Solutions to IRS Problems (Webinar) (25WX-1732)25WX-1732 | *The authority of IRS in assessing and collecting taxes*The common misconceptions when dealing with IRS*Common questionable actions by business owners*How to prepare for an IRS audit*The seven options in IRS collections*Possible criminal tax violations by CFOs and small business owners | |
| 7/19/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-1670)25WX-1670 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 7/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1723)25WX-1723 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 7/18/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-2126)25WX-2126 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations*Financial accounting issues arising from changes in ownership*Financial vs. tax accounting for partnership/LLC capital accounts*Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting with Forms 1065 and 1120S*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs and S corporations*Financial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C election*Financial and tax accounting for S corporation shareholder equity and partner capital accounts*Financial vs. tax accounting for loans to and from S corporations and their shareholders | |
| 8/12/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-1635)25WX-1635 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 7/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-1882)25WX-1882 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 7/29/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1898)25WX-1898 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 7/29/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1587)25WX-1587 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 7/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1628)25WX-1628 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 7/14/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1675)25WX-1675 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 7/16/2025 | 12 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-1489)25WX-1489 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 7/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-1596)25WX-1596 | *AICPA Accounting and Review Services Committee standards update and new practice aid*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes*Update on AICPA's Enhancing Audit Quality Initiative*Trends in audit quality including the DOL's audit quality study*Frequent peer review findings and practice tips for achieving high practice quality*Latest on the DOL's audit quality study | |
| 7/10/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-1532)25WX-1532 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 7/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-1971)25WX-1971 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1524)25WX-1524 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 7/7/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-1584)25WX-1584 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 7/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-1525)25WX-1525 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 7/7/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-1810)25WX-1810 | *The basics of auditing expenses*Accrued liabilities and other payables*Relates audit assertions, risks, and threats to the expenses and payables balances*Substantive auditing procedures to peform | |
| 7/24/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-1582)25WX-1582 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 7/10/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-2065)25WX-2065 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 8/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-2084)25WX-2084 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 8/8/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1618)25WX-1618 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 7/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-2137)25WX-2137 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 8/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Become a Data Analysis Expert (Webinar) (25WX-1642)25WX-1642 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert*Data Modeling: A comprehensive discussion of building a data model and calculating metrics*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner | |
| 7/15/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-1458)25WX-1458 | *Course 1: How to Audit Cash | CPE: 2 | Description: 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 auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-2017)25WX-2017 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 8/5/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1901)25WX-1901 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 7/30/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-2142)25WX-2142 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 8/12/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-2143)25WX-2143 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 8/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1600)25WX-1600 | *Explain the use of both "inside" and "outside" basis determination*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest*Comprehensive example to illustrate the mechanics of the basis determination process | |
| 7/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1762)25WX-1762 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 7/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-2037)25WX-2037 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 8/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1690)25WX-1690 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 7/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-1491)25WX-1491 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 7/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-1766)25WX-1766 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 7/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1613)25WX-1613 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 7/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1812)25WX-1812 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 7/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-2067)25WX-2067 | *Explain the use of both "inside" and "outside" basis determination*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest*Comprehensive example to illustrate the mechanics of the basis determination process | |
| 8/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-1833)25WX-1833 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 7/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1615)25WX-1615 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 7/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-1547)25WX-1547 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 7/8/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1801)25WX-1801 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 7/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-1997)25WX-1997 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 8/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-2140)25WX-2140 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1709)25WX-1709 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 7/18/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1636)25WX-1636 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 7/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1943)25WX-1943 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 7/31/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1631)25WX-1631 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 7/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-1506)25WX-1506 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/3/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-2008)25WX-2008 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 8/5/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1710)25WX-1710 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | |
| 7/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-2016)25WX-2016 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 8/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1785)25WX-1785 | *Explain the use of both "inside" and "outside" basis determination*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest*Comprehensive example to illustrate the mechanics of the basis determination process | |
| 7/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-1620)25WX-1620 | *Summary of the impact of fraud on entities worldwide*Common fraud schemes and typical median losses that result*How smaller entity fraud risk differs from those of larger entities*The statistical profile of the most common fraud perpetrator*The most effective methods for preventing and detecting fraud*Cybersecurity risk management trends and best practices | |
| 7/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1446)25WX-1446 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | |
| 6/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1960)25WX-1960 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 8/1/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-1713)25WX-1713 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-1896)25WX-1896 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library*Note: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 7/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-1789)25WX-1789 | *Subchapter S status election and compliance requirements*Relief for late Form 2553 filings under Rev. Proc. 2022-19*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3*IRC Section 1361 and Section 1362 analysis for S Corporation elections*Corporate governance and formalities compliance*Shareholder stock and debt basis rules*Built-in capital gains and other aspects of Form 1120S*Schedules K-1, K-2, and K-3 preparation and reporting requirements*Officer reasonable compensation: requirements, advisory strategies, and audit defenses*S Corporation eligibility errors and corrective measures | |
| 7/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1752)25WX-1752 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 7/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1593)25WX-1593 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 7/10/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1992)25WX-1992 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 8/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New How to Audit Expenses and Payables (Webinar) (25WX-2069)25WX-2069 | *The basics of auditing expenses*Accrued liabilities and other payables*Relates audit assertions, risks, and threats to the expenses and payables balances*Substantive auditing procedures to peform | |
| 8/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-2120)25WX-2120 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 8/11/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-1835)25WX-1835 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 7/25/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-2108)25WX-2108 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 8/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-1467)25WX-1467 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 7/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1731)25WX-1731 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 7/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1956)25WX-1956 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 8/1/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-1585)25WX-1585 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 7/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1733)25WX-1733 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 7/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-2047)25WX-2047 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 8/6/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1840)25WX-1840 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 7/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1995)25WX-1995 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 8/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1526)25WX-1526 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 7/7/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1800)25WX-1800 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 7/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-2033)25WX-2033 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 8/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1946)25WX-1946 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 8/1/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-1823)25WX-1823 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 7/24/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-1459)25WX-1459 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 7/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1862)25WX-1862 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 7/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-1843)25WX-1843 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 7/25/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-1783)25WX-1783 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 7/23/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-1829)25WX-1829 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 7/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-1579)25WX-1579 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 7/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-1466)25WX-1466 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 7/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-1509)25WX-1509 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers*Review of individual and business provisions of the Inflation Reduction Act*Update on significant individual and business tax developments related to cases and rulings*Update on earned income credit, child credit, and child and dependent care credit*Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Tax issues impacting "gig" workers, including Form 1099-K*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions | |
| 7/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-1816)25WX-1816 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 7/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-2083)25WX-2083 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 8/8/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-2013)25WX-2013 | *Types of IRS letters: General notices, audits, collections, return requests, and errors*Deadlines for responding to IRS correspondence*Communication best practices for dealing with the IRS*Avoiding escalation and penalties through proactive responses*Ensuring compliance when addressing IRS correspondence*Real-world examples of successful IRS communications*Common pitfalls in handling IRS letters and how to avoid them*Strategies for advising clients on IRS correspondence | |
| 8/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1531)25WX-1531 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 7/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-2100)25WX-2100 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 8/11/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1656)25WX-1656 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 7/15/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1634)25WX-1634 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 7/14/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-2059)25WX-2059 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 8/7/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-1844)25WX-1844 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 7/25/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-2080)25WX-2080 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 8/8/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1751)25WX-1751 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 7/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1461)25WX-1461 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 7/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New What's Going on at the FASB (Webinar) (25WX-2127)25WX-2127 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 8/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-1559)25WX-1559 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 7/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1666)25WX-1666 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 7/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-1798)25WX-1798 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 7/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1605)25WX-1605 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 7/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-1599)25WX-1599 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 7/11/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1603)25WX-1603 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 7/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1637)25WX-1637 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 7/14/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New A&A Update With Technology Implementation (Webinar) (25WX-1504)25WX-1504 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 7/3/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-1742)25WX-1742 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 7/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-2009)25WX-2009 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 8/5/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1706)25WX-1706 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 7/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-2022)25WX-2022 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 8/5/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-1651)25WX-1651 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 7/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-1455)25WX-1455 | *Fundamentals of accounting policy manuals in traditional and AI contexts*The PRIME Method framework for AI-assisted policy development*Strategic implementation of AI tools including ChatGPT, Claude, and Copilot .Internal control and risk management policy creation*AI and generative AI usage policies for accounting firms*Sustainability and ESG reporting policy frameworks*Predictive analytics and forecasting policy development*Regulatory compliance considerations in AI-generated policies | |
| 7/1/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-1770)25WX-1770 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 7/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1765)25WX-1765 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 7/22/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1828)25WX-1828 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 7/25/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Single Audit Update (Webinar) (25WX-1980)25WX-1980 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 8/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-2078)25WX-2078 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 8/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-2138)25WX-2138 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 8/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-2051)25WX-2051 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 8/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1955)25WX-1955 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 8/1/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-1452)25WX-1452 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 7/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1919)25WX-1919 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 7/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-2079)25WX-2079 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 8/8/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-2060)25WX-2060 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 8/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-1764)25WX-1764 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 7/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1818)25WX-1818 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 7/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-1679)25WX-1679 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 7/16/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-2028)25WX-2028 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 8/6/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1553)25WX-1553 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 7/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-2057)25WX-2057 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | |
| 8/7/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-1755)25WX-1755 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 7/21/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1661)25WX-1661 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 7/15/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1574)25WX-1574 | *The urgency of leading change now and the steps in leading change*The power of crafting a vision that encourages buy-in*The art and science of building strong partnerships*Accelerating change through relationship networks*Communication strategies for change*Establishing a feedback culture for successful change*Managing self in times of change*Case studies and real-world scenarios | |
| 7/9/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1565)25WX-1565 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 7/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-1758)25WX-1758 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 7/22/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-2109)25WX-2109 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 8/11/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-2014)25WX-2014 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-1607)25WX-1607 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 7/11/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-1673)25WX-1673 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 7/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1686)25WX-1686 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 7/17/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1502)25WX-1502 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 7/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1519)25WX-1519 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 7/7/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-2132)25WX-2132 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 8/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1886)25WX-1886 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 7/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-1598)25WX-1598 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 7/11/2025 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Take Command of Your Time (Webinar) (25WX-1518)25WX-1518 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 7/7/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1702)25WX-1702 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 7/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-1850)25WX-1850 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 7/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1871)25WX-1871 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 7/28/2025 | 8 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-1986)25WX-1986 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 8/4/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1566)25WX-1566 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 7/9/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1701)25WX-1701 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 7/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-1776)25WX-1776 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 7/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1497)25WX-1497 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 7/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1572)25WX-1572 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 7/9/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1893)25WX-1893 | *Salient provisions the AICPA Code of Professional Conduct*Examination of actual frauds*Discussion of internal controls that could have prevented or mitigated actual frauds*Contemplation of epiphanies for your own professional scenarios*Implications for professional conduct and compliance with professional standards | |
| 7/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Common Financial Statement Disclosures (Webinar) (25WX-1558)25WX-1558 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 7/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1606)25WX-1606 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 7/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-1745)25WX-1745 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | |
| 7/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-2045)25WX-2045 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 8/6/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-1827)25WX-1827 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 7/25/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1769)25WX-1769 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 7/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1819)25WX-1819 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 7/24/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1479)25WX-1479 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 7/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1881)25WX-1881 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 7/29/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1936)25WX-1936 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 7/31/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1940)25WX-1940 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 7/31/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-2106)25WX-2106 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 8/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-2049)25WX-2049 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 8/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-1788)25WX-1788 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 7/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1674)25WX-1674 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 7/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1791)25WX-1791 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 7/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1660)25WX-1660 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 7/15/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1746)25WX-1746 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 7/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-2133)25WX-2133 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 8/12/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1554)25WX-1554 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 7/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-2128)25WX-2128 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 8/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1857)25WX-1857 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 7/28/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (25WX-2054)25WX-2054 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 8/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-1480)25WX-1480 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 7/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-2131)25WX-2131 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 8/12/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-1888)25WX-1888 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 7/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-2052)25WX-2052 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 8/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1743)25WX-1743 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 7/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-1482)25WX-1482 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 7/2/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1724)25WX-1724 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 7/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1595)25WX-1595 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 7/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1767)25WX-1767 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 7/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1744)25WX-1744 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 7/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1852)25WX-1852 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 7/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1910)25WX-1910 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 7/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1836)25WX-1836 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 7/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1522)25WX-1522 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 7/7/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-1778)25WX-1778 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | |
| 7/22/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1923)25WX-1923 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/31/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-2035)25WX-2035 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 8/6/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1699)25WX-1699 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 7/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1608)25WX-1608 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 7/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-2097)25WX-2097 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 8/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1728)25WX-1728 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 7/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1841)25WX-1841 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 7/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1681)25WX-1681 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 7/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-2122)25WX-2122 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 8/12/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-1932)25WX-1932 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 7/31/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-1457)25WX-1457 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: 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 attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-2055)25WX-2055 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 8/7/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1842)25WX-1842 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 7/25/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-1503)25WX-1503 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 7/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1507)25WX-1507 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 7/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1623)25WX-1623 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 7/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1451)25WX-1451 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 7/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1877)25WX-1877 | *Salient provisions the AICPA Code of Professional Conduct*Examination of actual frauds*Discussion of internal controls that could have prevented or mitigated actual frauds*Contemplation of epiphanies for your own professional scenarios*Implications for professional conduct and compliance with professional standards | |
| 7/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1948)25WX-1948 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 8/1/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-1872)25WX-1872 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1478)25WX-1478 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 7/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-1557)25WX-1557 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 7/9/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-1939)25WX-1939 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 7/31/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1586)25WX-1586 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 7/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1671)25WX-1671 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 7/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-1538)25WX-1538 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 7/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Operations Level Internal Control (Webinar) (25WX-1878)25WX-1878 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 7/28/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-2123)25WX-2123 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 8/12/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-1847)25WX-1847 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 7/26/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-2112)25WX-2112 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 8/11/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-2116)25WX-2116 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 8/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-2064)25WX-2064 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 8/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-1763)25WX-1763 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 7/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1793)25WX-1793 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 7/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1714)25WX-1714 | *Financial modeling with ChatGPT integration*Advanced ratio analysis techniques*Risk assessment and scenario analysis*Valuation methods and ChatGPT applications*Utilizing performance metrics in financial analysis*Data analysis and interpretation with AI*Investment analysis enhanced by ChatGPT | |
| 7/18/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-1527)25WX-1527 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 7/7/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1513)25WX-1513 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 7/7/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-1870)25WX-1870 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 7/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-1792)25WX-1792 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 7/23/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1725)25WX-1725 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 7/18/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-2105)25WX-2105 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 8/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Start a CFO Service (Webinar) (25WX-1727)25WX-1727 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 7/19/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1911)25WX-1911 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 7/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1719)25WX-1719 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 7/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-2029)25WX-2029 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1963)25WX-1963 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 8/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1944)25WX-1944 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 8/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-1575)25WX-1575 | *How is business changing*What is driving the change and how long will it last*How specifically is an organizations control system important*What steps are needed to "keep up" with the upheaval | |
| 7/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1820)25WX-1820 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 7/24/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1864)25WX-1864 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: August 2025 (Webinar) (25WX-1978)25WX-1978 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 8/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-2093)25WX-2093 | *The urgency of leading change now and the steps in leading change*The power of crafting a vision that encourages buy-in*The art and science of building strong partnerships*Accelerating change through relationship networks*Communication strategies for change*Establishing a feedback culture for successful change*Managing self in times of change*Case studies and real-world scenarios | |
| 8/9/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-1667)25WX-1667 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 7/16/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1824)25WX-1824 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 7/24/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1470)25WX-1470 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 7/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-1687)25WX-1687 | *GASB 100, accounting changes and error corrections*GASB 101, Compensated Absences*Yellow Book and Single Audit engagements*Yellow Book independence requirements*Changes to the Uniform Guidance*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-1542)25WX-1542 | *Types of IRS letters: General notices, audits, collections, return requests, and errors*Deadlines for responding to IRS correspondence*Communication best practices for dealing with the IRS*Avoiding escalation and penalties through proactive responses*Ensuring compliance when addressing IRS correspondence*Real-world examples of successful IRS communications*Common pitfalls in handling IRS letters and how to avoid them*Strategies for advising clients on IRS correspondence | |
| 7/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-1917)25WX-1917 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance | |
| 7/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1989)25WX-1989 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 8/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-2102)25WX-2102 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 8/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1508)25WX-1508 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 7/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-2036)25WX-2036 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 8/6/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1627)25WX-1627 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 7/14/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-2092)25WX-2092 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 8/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-1958)25WX-1958 | *Course 1: How to Audit Cash | CPE: 2 | Description: 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 auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-2139)25WX-2139 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance | |
| 8/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-1761)25WX-1761 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-1879)25WX-1879 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 7/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1649)25WX-1649 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 7/15/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1799)25WX-1799 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 7/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-1610)25WX-1610 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 7/11/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1665)25WX-1665 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 7/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-2090)25WX-2090 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 8/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1984)25WX-1984 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1659)25WX-1659 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | |
| 7/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1448)25WX-1448 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 6/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1998)25WX-1998 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 8/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-1805)25WX-1805 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 7/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-1753)25WX-1753 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 7/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1464)25WX-1464 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 7/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1931)25WX-1931 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 7/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1887)25WX-1887 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 7/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1897)25WX-1897 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 7/29/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1529)25WX-1529 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders | |
| 7/7/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1983)25WX-1983 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 8/4/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1977)25WX-1977 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 8/4/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1657)25WX-1657 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 7/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1544)25WX-1544 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 7/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1757)25WX-1757 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 7/21/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-1867)25WX-1867 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 7/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-1577)25WX-1577 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 7/10/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-1970)25WX-1970 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: 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 methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1813)25WX-1813 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 7/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1510)25WX-1510 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 7/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1646)25WX-1646 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 7/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-1985)25WX-1985 | *Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines*When to use Forms 433-A or 433-B and required documentation*Offer in Compromise (OIC): criteria, process, and practical considerations*Payment options: installment agreements, partial payment plans, and OIC*Advising clients on IRS collections and avoiding penalties*Compliance strategies for minimizing tax liabilities*Real-world scenarios and examples for tax debt resolution | |
| 8/4/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1644)25WX-1644 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 7/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-2103)25WX-2103 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 8/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-2005)25WX-2005 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 8/5/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1834)25WX-1834 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 7/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-1957)25WX-1957 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: 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 attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-2115)25WX-2115 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 8/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-1855)25WX-1855 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 7/26/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-1556)25WX-1556 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 7/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1625)25WX-1625 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 7/14/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-1597)25WX-1597 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 7/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-2094)25WX-2094 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | |
| 8/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-1530)25WX-1530 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 7/7/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1861)25WX-1861 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | |
| 7/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-1468)25WX-1468 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 7/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-2048)25WX-2048 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 8/6/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-1490)25WX-1490 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 7/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1993)25WX-1993 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 8/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-2023)25WX-2023 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | |
| 8/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-1449)25WX-1449 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 7/1/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-1549)25WX-1549 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 7/8/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1617)25WX-1617 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned | |
| 7/11/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-1476)25WX-1476 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-1965)25WX-1965 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | |
| 8/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO Series: August 2025 Webinar Bundle (Webinar) (25WX-1967)25WX-1967 | *Week 1: CFO Series: CFO or Detective? Running Skillful Investigations | CPE: 2 | Field of Study: Auditing | Discussion Leader: Tracy Cooper, CPA, CFE | Date: Friday, August 1, 10:00 am | Description: CFOs are on the front line of managing risk within the organization, often including investigations into suspected theft or fraud. Fraud investigations are not an accounting audit. Many lack the training needed to conduct a fair and legal investigation. This course will provide the essential knowledge and skills to conduct successful internal investigations. The goal is to ensure that when a case is referred to law enforcement or results in other legal action, the findings will be admissible and robust. How can we respect the rights of all parties involved, preserve evidence, conduct proper surveillance, and distinguish between company materials and individual property? Proper investigations are intricate. Be aware of the risk to the organization and to the investigating team. The goal is to lead and plan internal investigations with confidence and legal integrity. Be aware and be prepared. *Week 2: CFO Series: Better Management Reports Clear + Simple =Great! | CPE: 2 | Field of Study: Accounting | Discussion Leader: Don Minges, MBA | Date: Friday, August 8, 10:00 am | Description: Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades. Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Discover the power of "The Trifecta" and the five secrets of effective reports and presentations. Learn how to make your messaging a "re-memorable event" and how to give the users what they need to know. We will discuss how to make your reports useful and understandable to your audience. If management does not understand the financial reports they receive (most do not) this seminar will provide keen insights to make your reports truly useful. Be the hero who delivers informative reports. We will show great examples of what to do and how. *Week 3: CFO Series: Crisis Management - Navigate the Storms Safely! | CPE: 2 | Field of Study: Auditing, Business Management & Organization | Discussion Leader: Rob Berry, CPA | Date: Friday, August 15, 10:00 am | Description: Whether it's changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make or break your organization. This intensive seminar on crisis management and business continuity planning will equip you with the knowledge and skills to manage crises confidently and ensure that your organization stays resilient. Resilient organizations recover faster from crises. Failing to plan for the next crisis is planning to fail. *Week 4: CFO Series: Dealing with Ever Changing Accounting Standards? | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, August 22, 10:00 am | Description: GAAP is changing at an increasing rate. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will. | |
| 8/1/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (7 tech, 1 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1804)25WX-1804 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 7/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1825)25WX-1825 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 7/25/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1935)25WX-1935 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 7/31/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1580)25WX-1580 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 7/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1981)25WX-1981 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 8/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-2001)25WX-2001 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 8/5/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-1794)25WX-1794 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1629)25WX-1629 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 7/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-1592)25WX-1592 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 7/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-2042)25WX-2042 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1908)25WX-1908 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 7/30/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1720)25WX-1720 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 7/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1691)25WX-1691 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 7/17/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1612)25WX-1612 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 7/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1653)25WX-1653 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 7/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1860)25WX-1860 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders | |
| 7/28/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1562)25WX-1562 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 7/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-2071)25WX-2071 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 8/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1934)25WX-1934 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 7/31/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-2087)25WX-2087 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 8/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-1698)25WX-1698 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 7/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cultural Transformation (Webinar) (25WX-1933)25WX-1933 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 7/31/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-1583)25WX-1583 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 7/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1802)25WX-1802 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 7/23/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-2081)25WX-2081 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 8/8/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1949)25WX-1949 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 8/1/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-2046)25WX-2046 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 8/6/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-1475)25WX-1475 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: 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 methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-2117)25WX-2117 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 8/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-1624)25WX-1624 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | |
| 7/14/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1483)25WX-1483 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 7/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-1567)25WX-1567 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 7/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1462)25WX-1462 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 7/1/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-1729)25WX-1729 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 7/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1779)25WX-1779 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 7/22/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1880)25WX-1880 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 7/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-2088)25WX-2088 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 8/9/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1784)25WX-1784 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 7/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1543)25WX-1543 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 7/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1626)25WX-1626 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 7/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1885)25WX-1885 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 7/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1962)25WX-1962 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 8/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-2095)25WX-2095 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 8/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1576)25WX-1576 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 7/10/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1826)25WX-1826 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 7/25/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-1750)25WX-1750 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 7/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1484)25WX-1484 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 7/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1495)25WX-1495 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 7/2/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-1523)25WX-1523 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 7/7/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-1693)25WX-1693 | *Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines*When to use Forms 433-A or 433-B and required documentation*Offer in Compromise (OIC): criteria, process, and practical considerations*Payment options: installment agreements, partial payment plans, and OIC*Advising clients on IRS collections and avoiding penalties*Compliance strategies for minimizing tax liabilities*Real-world scenarios and examples for tax debt resolution | |
| 7/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-1601)25WX-1601 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 7/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-2050)25WX-2050 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 8/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1814)25WX-1814 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 7/24/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-1959)25WX-1959 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-2073)25WX-2073 | *Comparative analysis of LLCs and S Corporations*Entity formation, compliance, and operational structures*Self-employment tax and its implications for LLCs and S Corporations*Form 2553 preparation and relief for late filings*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application*S Corporation eligibility errors and corrective measures*Corporate governance and formalities for both entity types*Shareholder stock and debt basis for S Corporations*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3)*Officer reasonable compensation and general partner guaranteed payments*Audit strategies, estate planning, and business continuation planning | |
| 8/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-2019)25WX-2019 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 8/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-1463)25WX-1463 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 7/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-2007)25WX-2007 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 8/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-2130)25WX-2130 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 8/12/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-1817)25WX-1817 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 7/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-1488)25WX-1488 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 7/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1856)25WX-1856 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 7/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-1500)25WX-1500 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 7/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1688)25WX-1688 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 7/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1611)25WX-1611 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 7/11/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1868)25WX-1868 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 7/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-1568)25WX-1568 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 7/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-2101)25WX-2101 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 8/11/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-1708)25WX-1708 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 7/18/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-1883)25WX-1883 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | |
| 7/29/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1982)25WX-1982 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 8/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1738)25WX-1738 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 7/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1996)25WX-1996 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 8/4/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1697)25WX-1697 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 7/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1516)25WX-1516 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 7/7/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-2056)25WX-2056 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 8/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-1973)25WX-1973 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-1645)25WX-1645 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 7/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1632)25WX-1632 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 7/14/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-2032)25WX-2032 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 8/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-2134)25WX-2134 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 8/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1954)25WX-1954 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 8/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-1692)25WX-1692 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 7/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-2027)25WX-2027 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 8/6/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding Internal Control Constructs (Webinar) (25WX-2077)25WX-2077 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 8/8/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1838)25WX-1838 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 7/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1915)25WX-1915 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 7/30/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1795)25WX-1795 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 7/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-1976)25WX-1976 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers*Review of individual and business provisions of the Inflation Reduction Act*Update on significant individual and business tax developments related to cases and rulings*Update on earned income credit, child credit, and child and dependent care credit*Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Tax issues impacting "gig" workers, including Form 1099-K*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1865)25WX-1865 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 7/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1541)25WX-1541 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 7/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1550)25WX-1550 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | |
| 7/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1953)25WX-1953 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 8/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-2053)25WX-2053 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 8/7/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-1664)25WX-1664 | *Technology hot topics for audits*Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation*Year 2 considerations for leases including modification accounting*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management*The current work of the ASB | |
| 7/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1655)25WX-1655 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 7/15/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1961)25WX-1961 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 8/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-1937)25WX-1937 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | |
| 7/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-2004)25WX-2004 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 8/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1772)25WX-1772 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 7/22/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1589)25WX-1589 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 7/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-2068)25WX-2068 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 8/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1920)25WX-1920 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 7/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-2003)25WX-2003 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 8/5/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1614)25WX-1614 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 7/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-2043)25WX-2043 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 8/6/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-2114)25WX-2114 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 8/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-1851)25WX-1851 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 7/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Take Command of Your Time (Webinar) (25WX-1718)25WX-1718 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 7/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-2020)25WX-2020 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 8/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1571)25WX-1571 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 7/9/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1496)25WX-1496 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 7/2/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1602)25WX-1602 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 7/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1499)25WX-1499 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 7/2/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-1609)25WX-1609 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 7/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-1573)25WX-1573 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 7/9/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1736)25WX-1736 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 7/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-2121)25WX-2121 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 8/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1555)25WX-1555 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How to Audit Cash (Webinar) (25WX-1453)25WX-1453 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 7/1/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1822)25WX-1822 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 7/24/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1737)25WX-1737 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 7/21/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-1848)25WX-1848 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 7/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-2124)25WX-2124 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 8/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1712)25WX-1712 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 7/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-2063)25WX-2063 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 8/8/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1588)25WX-1588 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 7/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-1739)25WX-1739 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 7/21/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-1830)25WX-1830 | *Current impacts of accounting and financial reporting on not-for-profit entities*Recently released FASB standards that impact not-for-profit financial reporting the most*Current issues and challenges involving Yellow Book financial statement audits*Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards*Important AICPA professional standard developments related to providing audit and nonaudit services to not-for-profits | |
| 7/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1929)25WX-1929 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 7/31/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-2076)25WX-2076 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 8/8/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-1717)25WX-1717 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 7/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-1807)25WX-1807 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 7/24/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-2044)25WX-2044 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 8/6/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-1486)25WX-1486 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 7/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1652)25WX-1652 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned | |
| 7/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1680)25WX-1680 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 7/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-2129)25WX-2129 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 8/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-2040)25WX-2040 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 8/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1715)25WX-1715 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 7/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-1703)25WX-1703 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 7/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-1472)25WX-1472 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-1641)25WX-1641 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 7/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1594)25WX-1594 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 7/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1987)25WX-1987 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 8/4/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-1916)25WX-1916 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 7/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-1563)25WX-1563 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on*Yellow Book and Single Audit engagements*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers | |
| 7/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-1705)25WX-1705 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 7/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New NextGen Tax Research: Merging AI and Traditional Research Tools (Webinar) (25SR-0007)25SR-0007 | *Integrating artificial intelligence with traditional tax research tools
*Quickly moving from AI to tax treatises and other traditional tax research tools
*How to vary research techniques when a significant tax issue affects an important client
*Increasing accuracy of answers using "verification" tools
*Increasing speed of research using "toehold" strategies | |
| 5/21/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls (Webinar) (25SR-P023)25SR-P023 | *Key fraud risks impacting businesses today
*Examples of fraud and the monetary impact on victims
*How to create, implement and assess technology-based internal controls to reduce the probability of becoming a fraud victim | |
| 7/30/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Crucial Real Estate Tax Strategies (Webinar) (25SR-0010)25SR-0010 | *Apportionment of purchase price
*Bonus depreciation, Section 179 and de minimis expense for real estate
*Partial disposition losses
*Deducting removal costs
*Depreciating property acquired in a like-kind exchange
*Converting nondeductible interest expense into deductible interest expense
*Section 199A for rental real estate
*Self-employment tax for rental real estate (including Airbnb's)
*The "Augusta rule"
*Special rules that apply to real estate professionals and short-term rentals | |
| 6/9/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Best Word, Outlook and PowerPoint Features (Webinar) (25SR-P019)25SR-P019 | *Creating Word and PowerPoint documents with greater ease and efficiency
*Enabling critical Outlook options for improved productivity
*Best practices for working with Word, Outlook and PowerPoint | |
| 7/17/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0022)25WM-0022 | *To be announced | |
| 12/16/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (25SR-P040)25SR-P040 | *Microsoft 365/Office 365 subscription model
*365-based apps and services
*Teams as a primary collaboration tool
*Microsoft 365/Office 365 subscription features and services | |
| 12/16/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Construction Industry Accounting, Financial Reporting and Contract WIP (Webinar) (25SR-P026)25SR-P026 | *Construction industry overview including current trends, developments and data
*Review of construction GAAP principles and clarification of ASC 606
*Financial reporting, and disclosure requirements for contractors including statement footnotes and supplemental disclosures for contract WIP, claims, joint ventures, warranties and backlog
*Contract WIP schedules and analytical procedures
*Contract job costing and indirect cost allocations | |
| 8/21/2025 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 2025 Nonprofit Series: Why People Make Unethical Decisions - A Deep Dive into Biases, Pressures and Situational Factors (Webinar) (25WM-P004)25WM-P004 | *The behavioral ethics concepts and situational factors on how fraud occurs in organizations
*Discuss a school district fraud scenario
*Examine examples of when financial professionals committed fraud or unethical acts
*Review a case study about Tyco's CEO
*Learn the "4 Steps to Acting Ethically"
*Discuss a nonprofit case called "Full Disclosure: Manipulating Donors" | |
| 10/23/2025 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0021)25WM-0021 | *To be announced | |
| 11/20/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips and Techniques (Webinar) (25SR-P022)25SR-P022 | *Tips for improving efficiency with QuickBooks and QuickBooks Online
*Better reporting when working in QuickBooks environments
*Tips for cleaning up QuickBooks and QuickBooks Online instances
*Effective inventory management working with QuickBooks and QuickBooks Online | |
| 7/30/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Excel Essentials for Staff Accountants (Webinar) (25SR-P038)25SR-P038 | *Best practices for creating and working with Excel workbooks
*Using Excel functions when creating formulas
*PivotTables in modern reporting environments
*Best practices for formatting your workbooks | |
| 12/9/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0003)25WM-0003 | *To be announced | |
| 6/18/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the Form 990 and its Preparation Prerequisites (Webinar) (25WM-0017)25WM-0017 | *Overview of Form 990's structure and purpose
*Goals behind the core forms and schedules
*Triggers for Form 990 schedules
*Reporting requirements in Part VII-A, including trustees, directors, officers, key employees and the five highest-paid employees, with some categories based on their compensation levels
*Key definitions and glossary terms, including family member, business relationship, independence
*Governance and board member considerations
*Data collection and reporting
*Public relations and stakeholder communication | |
| 9/18/2025 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Training: Semi-Senior (In-person) (25SR-0020)25SR-0020 | *Guidance for satisfying client and firm needs
*Analytical procedures
*Conducting small audits
*Performing review service engagements
*Drafting financial statements and footnotes
*Corporate tax issues and problem-solving
*Hands-on case study practice with real-life scenarios | |
| 11/10/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (20.4 tech, 3.6 non-tech) | |
| K2's Microsoft Teams (Webinar) (25SR-P020)25SR-P020 | *Teams platform
*Communication and collaboration in Teams
*Applications and services in Teams
*Teams extension to individuals outside your organization | |
| 7/29/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Navigating the AI Frontier Series: The Big Picture for CPAs (Webinar) (25WM-P007)25WM-P007 | *Overview of AI and its evolution in business
*Deep dive into generative AI and its applications
*Impact of AI on accounting, tax and finance sectors
*Future trends and opportunities for CPAs
* Preparing for the AI-driven business environmen | |
| 10/24/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 2025 Nonprofit Series - Bundle (Webinar) (25WM-P001)25WM-P001 | *Nonprofit Tax and 990-T Update
*Avoiding Pitfalls -- Strengthening Your Nonprofit's Health
*Why People Make Unethical Decisions -- A Deep Dive into Biases, Pressures and Situational Factors
*Nonprofit Accounting and Auditing Update
| |
| 9/11/2025 | 9 - 10:40 a.m. | Online | 8 CPE (6 tech, 2 non-tech) | 2 Ethics |
| K2's Excel Charting and Visualizations (Webinar) (25SR-P018)25SR-P018 | *The best types of visualizations to use in specific situations
*Compelling visualizations using Excel
*Interactive Excel-based visualizations | |
| 7/17/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Ethics and Technology (Webinar) (25SR-P034)25SR-P034 | *Differences between ethics, morals and laws
*Key technology issues impacting ethical behavior in businesses
*Ethical conflicts precipitated by modern technologies | |
| 10/28/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (25SR-0017)25SR-0017 | *Changes to the lifetime estate tax exemption in light of proposed regulations
*SECURE 2.0 updates
*More than 20 documents that should be reviewed that are neither a will nor trust
*Provisions necessary in a will
*Trusts and other arrangements for children
*Durable powers of attorney for healthcare and for financial matters
*Realistic retirement goals
*Developments relative to estate tax, and the implications for planning | |
| 10/22/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZD02)25SR-ZD02 | *Inflation Reduction Act -- clean vehicle credits, energy efficiency incentives, premium tax credits, credit transferability and prevailing wage/apprenticeship requirements
*SECURE 2.0 Act -- expanded retirement plan enrollment, delayed RMD age and new penalty exceptions and IRS guidance
*Updates on new and pending tax legislation
*Form 1099-K reporting requirements
*Tax consequences of selling pass through entity interests and the application of Net Investment Income Tax
*The Gig Economy -- tax implications, worker classification and the Department of Labor's Final Rule
*FinCEN reporting requirements under the Corporate Transparency Act
*Employee Retention Tax Credit updates
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | |
| 12/9/2025 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
| K2's Advanced Excel (Webinar) (25SR-P003)25SR-P003 | *Collaboration and security techniques
*Tables, data models and PivotTables
*Advanced formulas
*Data queries
*Creating effective visualizations | |
| 5/8/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| New Peer Review: Insights into Common Issues (Webinar) (25SR-P011)25SR-P011 | *Overview of AICPA's peer review findings for the year ended June 30, 2024
*Common deficiencies in financial statement preparation, audit procedures, and documentation
*Common challenges and trends in peer reviews
*Strategies for improving efficiency
*Practical steps for firms to address and prevent peer review issues
*Lessons learned from real-world peer review experiences | |
| 5/28/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| AI Unboxed: Exploring the Power and Potential of AI (Webinar) (25WM-0008)25WM-0008 | *Introduction to artificial intelligence
*AI tools and technologies
*AI applications in accounting
*Ethical considerations in AI
*Getting started with AI | |
| 5/22/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (0 tech, 0 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (Livestream) (25SR-0026)25SR-0026 | *Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs
*Legislative and IRS updates, including tax laws, IRS guidance, TCJA provisions expiring after 2025
*Tax changes and compliance tied to tax forms, schedules and major tax changes
*Business tax provisions including the 20% QBI deduction, NOL changes, business loss limitations, depreciation, accounting methods, retirement plans and fringe benefits and entertainment expenses
* Tax rates and calculations for individuals and businesses, including capital gains, self-employment tax, AMT and the 3.8% net investment income tax
*Individual tax provisions, including filing status, exemptions, deductions, income adjustments, and tax credits
*Updates to IRAs and new final RMD regulations
*IRS audit and compliance issues, including basis and at-risk limitations, passive activity losses, real estate professionals, and self-employment tax concerns | |
| 1/13/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Technology Update (Webinar) (25SR-P037)25SR-P037 | *Developments in hardware and software*Options for communicating and collaborating more effectively*Addressing cybersecurity issues | |
| 10/29/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (25SR-P017)25SR-P017 | *Common challenges associated with implementing appropriate internal controls in small business environments
*Fraud in small business environments
*Internal control options in small business accounting software
*Need for application controls and general controls | |
| 7/16/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Staff Training: Basic (In-person) (25SR-0024)25SR-0024 | *Role of new staff
*Audit objectives and major steps in the audit process
*Accounting data analytics
*Working paper techniques and cash
*Analytical procedures
*Compilations and reviews
*Auditing and reviewing selected accounts
*Hands-on case study practice with real-life scenarios
*Common mistakes for new staff -- and how to avoid them
*Hands-on case study practice with real-life scenarios | |
| 1/7/2026 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 16 CPE (15 tech, 1 non-tech) | |
| K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (25SR-P044)25SR-P044 | *AI applications in accounting and finance
*AI features in everyday tools
*Embracing the future: AI's impact on finance and accounting | |
| 12/30/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25SR-P028)25SR-P028 | *The importance of Business Intelligence in today's business climate
*Differentiating between Power BI licensing options
*A hands-on approach to creating effective Power BI reports and dashboards | |
| 9/15/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar) (25WM-0018)25WM-0018 | *Benefits of public charity classification
*Public Support Tests
*Preparation tasks of Schedule B and related worksheets, including donor disclosure
*Governance and public relations impact
*Board review and compliance
*Management company disclosures | |
| 9/25/2025 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips and Techniques (Webinar) (25SR-P009)25SR-P009 | *Tips for improving efficiency with QuickBooks and QuickBooks Online
*Better reporting when working in QuickBooks environments
*Tips for cleaning up QuickBooks and QuickBooks Online instances
*Effective inventory management working with QuickBooks and QuickBooks Online | |
| 5/20/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25SR-P015)25SR-P015 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | |
| 6/27/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0002)25WM-0002 | *To be announced | |
| 5/20/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New From Plan to Practice: Successfully Implementing Your Firm's Quality Management System (Webinar) (25SR-P010)25SR-P010 | *Overview of SQMS 1 & 2 and their implications for CPA firms
*Scalable, risk-based frameworks for quality management
*Monitoring and remediation requirements to ensure ongoing compliance
*Leadership responsibilities in promoting engagement quality
*Best practices for staff training and firm-wide adoption of new standards
*Practical implementation strategies and expert insights | |
| 5/28/2025 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (25SR-0027)25SR-0027 | *New and expanded energy credits under the Inflation Reduction Act (IRA)
*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms
* Form 7203
* Section 199A qualified business income, its calculation, limitations, and examples
*Dividends and interest -- ordinary return of capital and capital gain distribution dividends, tax-exempt interest, original issue discount, etc.
*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues
*Self-employed person issues
*Schedule C deductions including depreciation
*Sale and exchange of property -- Form 4797 and depreciation recapture; capital gains
*Passive loss rules
*Itemized deductions --what's deductible and what's not
*Interest deductions -- limitations and timing problems
*IRS stance on subsitituing charitable contributions for taxes
*Retirement contributions and education credits and deductions
*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits
*Impact of recent legislation and forms changes on the 1040 | |
| 1/15/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (25SR-P035)25SR-P035 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | |
| 10/28/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Monthly Tax Update with Ed Zollars - Fall/Winter Bundle (Webinar) (25WM-0019)25WM-0019 | *Webinar 1: Topic TBA -- Oct. 27, 10-11:40 a.m.
*Webinar 2: Topic TBA -- Nov. 20, 10-11:40 a.m.
*Webinar 3: Topic TBA -- Dec. 16, 10-11:40 a.m.
*Webinar 4: Topic TBA -- Jan. 20, 10-11:40 a.m. | |
| 10/27/2025 | 10 - 11:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 2025 Nonprofit Series: Nonprofit Accounting and Auditing Update (Webinar) (25WM-P005)25WM-P005 | *Updates on FASB standards impacting nonprofit financial statements
*Key changes in auditing standards and their effects on nonprofit audits
*Financial statement presentation and compliance considerations
*Common nonprofit audit deficiencies and risk areas
*Best practices for nonprofit financial management and audit preparation | |
| 10/29/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Charting and Visualizations (Webinar) (25SR-P008)25SR-P008 | *The best types of visualizations to use in specific situations
*Compelling visualizations using Excel
*Interactive Excel-based visualizations | |
| 5/20/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25SR-0019)25SR-0019 | *Three different types of basis
*Contributions of property
*IRC 704(b) -- Capital Accounts and Special Allocations
*Contributions of property and debt
*Contributions of services
*IRS Notice 2020-43 | |
| 10/23/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25SR-0016)25SR-0016 | *Types of partnership distributions
*Liquidating partnership distributions
*Basis of property distributed by a partnership
*Special basis adjustments under Section 732(d)
*Abandoned and worthless partnership interests
*Section 751(a) exchange
*Transactions between partners and their partnerships
*Disguised sales
*Section 736(a) and (b) payments | |
| 10/22/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating the AI Frontier Series: Mastering Microsoft Copilot for CPAs (Webinar) (25WM-P009)25WM-P009 | *Overview of Microsoft 365 Copilot features
*Automating tasks with AI assistance
*Enhancing content creation and data analysis
*Collaboration tools powered by AI
*Best practices for maximizing Copilot's benefits | |
| 12/5/2025 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25SR-P032)25SR-P032 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | |
| 9/19/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (25SR-P025)25SR-P025 | *Data formatting
*Excel customization
*Efficiency and productivity when using Excel
*Excel formulas and calculations
*Data linking and management | |
| 8/20/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0004)25WM-0004 | *To be announced | |
| 7/21/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 2025 Nonprofit Series: Nonprofit Tax and 990-T Update (Webinar) (25WM-P002)25WM-P002 | *Regulatory changes impacting nonprofit organizations
*Form 990-T reporting requirements and common challenges
*Tax compliance best practices for exempt organizations
*Common errors and risk mitigation strategies | |
| 9/11/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Farm Tax Update (Webinar) (25SR-0014)25SR-0014 | *Key federal income tax law changes and their effects on agriculture
*Strategies for handling land spread across multiple entities and ownership
*Impacts and planning considerations under the Inflation Reduction Act, SECURE 2.0 and related legislation
*Recent court cases and IRS rulings directly impacting farmers and ranchers
*Real-world examples relevant to small and mid-sized farm operations
*A refresher on various farm tax issues, including Section 199A, Net Investment Income Tax and Section 1245 Real Property Tax Deferred Exchanges | |
| 8/6/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Excel Essentials for Staff Accountants (Webinar) (25SR-P001)25SR-P001 | *Best practices for creating and working with Excel workbooks
*Using Excel functions when creating formulas
*PivotTables in modern reporting environments
*Best practices for formatting your workbooks | |
| 5/6/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0005)25WM-0005 | *To be announced | |
| 8/18/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Maximizing Your Social Security Benefits (Webinar) (25SR-0018)25SR-0018 | *Retirement benefits: What the amount of benefits is in various circumstances
*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
*Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age and 70
*Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses and their children
*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? | |
| 10/23/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating the AI Frontier Series: Ethical AI Practices for CPAs - Ensuring Responsible Use (Webinar) (25WM-P010)25WM-P010 | *Understanding ethical implications of AI
*Data privacy and security considerations
*Compliance with regulations and professional standards
*Developing ethical AI policies and procedures | |
| 12/19/2025 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Federal Tax Update: Individuals (Form 1040) (25SR-0023)25SR-0023 | *Federal income tax laws affecting individuals
*Legislative and IRS updates.
*Recent tax legislation, including TCJA provisions expiring or being extended after 2025
*Business-related tax provisions, including QBI deduction, business loss limitations, depreciation and other provisions for sole proprietors and pass-through entities
*Tax rates and calculations, including income tax rates, capital gains tax rates, self-employment tax, AMT and the 3.8% net investment income tax
*Individual tax provisions, including filing status, personal exemptions, itemized deductions, income exclusions, adjustments and tax credits like the child tax credit
*Retirement account changes and RMD regulations
*Updates to Form 1040 and related schedules | |
| 12/17/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Minnesota Estate Tax: Filing Rules, Planning Ideas and Form M706 (Webinar) (25WM-0016)25WM-0016 | *Qualified small business and farm property deduction -- what it is, who qualifies and how to report
*Prior year gifts made Minnesota's treatment of gifts and three-year add-back
* Calculations and examples (tangibles and intangibles) for Minnesota residents with non-Minnesota assets and vice versa
*Planning opportunities, before and after death, specific to Minnesota residents and Minnesota assets | |
| 8/5/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0020)25WM-0020 | *To be announced | |
| 10/27/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZM01)25SR-ZM01 | *Inflation Reduction Act -- clean vehicle credits, energy efficiency incentives, premium tax credits, credit transferability and prevailing wage/apprenticeship requirements
*SECURE 2.0 Act -- expanded retirement plan enrollment, delayed RMD age and new penalty exceptions and IRS guidance
*Updates on new and pending tax legislation
*Form 1099-K reporting requirements
*Tax consequences of selling pass through entity interests and the application of Net Investment Income Tax
*The Gig Economy -- tax implications, worker classification and the Department of Labor's Final Rule
*FinCEN reporting requirements under the Corporate Transparency Act
*Employee Retention Tax Credit updates
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | |
| 12/11/2025 | 8:30 a.m. - 4:30 p.m. | Alexandria, MN | 8 CPE (8 tech, 0 non-tech) | |
| 2025 Federal Tax Update: Individuals and Business (Webinar) (25SR-0021)25SR-0021 | *Important new tax cases.
*Common circumstances that result in S Corporation terminations (including how to fix mistakes)
*Developments in the partnership and S Corporation areas
*Legislative update, including Tax Cuts and Jobs Act extension
*New administrative releases including revenue rulings, revenue procedures and notices | |
| 12/3/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Technology Update (Webinar) (25SR-P006)25SR-P006 | *Developments in hardware and software*Options for communicating and collaborating more effectively*Addressing cybersecurity issues | |
| 5/19/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Multistate Tax Trends: Interstate Insights and Regional Perspectives (Webinar) (25WM-0014)25WM-0014 | | |
| 6/16/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (25SR-P007)25SR-P007 | *AI applications in accounting and finance
*AI features in everyday tools
*Embracing the future: AI's impact on finance and accounting | |
| 5/19/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 2025 Nonprofit Series: Avoiding Pitfalls - Strengthening Your Nonprofit's Financial Health (Webinar) (25WM-P003)25WM-P003 | | |
| 9/29/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls (Webinar) (25SR-P005)25SR-P005 | *Key fraud risks impacting businesses today
*Examples of fraud and the monetary impact on victims
*How to create, implement and assess technology-based internal controls to reduce the probability of becoming a fraud victim | |
| 5/16/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Accountant's Guide to QuickBooks Online (Webinar) (25SR-P004)25SR-P004 | *QBO subscription and licensing options
*Routine and non-routine transactions in QBO
*Importing and exporting data to/from QBO
*Effective report creation
*Third-party applications with QBO
*QBO report and data issues | |
| 5/15/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Current Issues in Accounting and Auditing: An Annual Update (In-person) (25SR-0011)25SR-0011 | *Accounting Standards Updates (ASUs
*PCC Update
*FASB Technical Agenda
*New ASUs covering common control leases, crypto assets (e.g., cryptocurrency) and income tax disclosures
*Leases - Topic 842
*Recently issued SASs and other AICPA activity through SAS No. 149
*Detailed review of SAS No. 145 | |
| 6/10/2025 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0023)25WM-0023 | *To be announced | |
| 1/20/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (25SR-P021)25SR-P021 | *AI applications in accounting and finance
*AI features in everyday tools
*Embracing the future: AI's impact on finance and accounting | |
| 7/29/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25SR-P041)25SR-P041 | *Traditional reporting process weaknesses
*Leading-edge Excel features for improved reporting
*Power Query solutions for common reporting challenges
*Excel-based reports Slicers and Timelines | |
| 12/17/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Annual Accounting and Auditing Update (In-person) (25SR-ZD01)25SR-ZD01 | * FASB Accounting Standards Updates
*PCC Update
*FASB Technical Agenda
*Leases - Topic 842
*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures
*ASC 326: CECL
*Review of SAS 142 - Focus on Audit Evidence
*Recently issued SASs and other AICPA activity
*SSARS No. 25 and other recently issued SSARS
*SAS 145 overview | |
| 6/30/2025 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars - Spring/Summer Bundle (Webinar) (25WM-0001)25WM-0001 | *Webinar 1: Topic TBA -- May 20, 10-11:40 a.m.
*Webinar 2: Topic TBA -- June 18, 10-11:40 a.m.
*Webinar 3: Topic TBA -- July 21, 10-11:40 a.m.
*Webinar 4: Topic TBA -- Aug. 18, 10-11:40 a.m. | |
| 5/20/2025 | 10 - 11:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (25SR-P030)25SR-P030 | *Common challenges associated with implementing appropriate internal controls in small business environments
*Fraud in small business environments
*Internal control options in small business accounting software
*Need for application controls and general controls | |
| 9/17/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI Unboxed - Bundle (Webinar) (25WM-0007)25WM-0007 | *Webinar 1: Exploring the Power and Potential of AI -- May 22, 9 - 10:15 a.m.
*Webinar 2: Using AI and Excel -- May 29, 9 - 10:15 a.m.
*Webinar 3: Financial Statement Analysis with AI -- June 5, 9 - 10:15 a.m.
*Webinar 4: Using AI to Research and Report -- June 12, 9 - 10:15 a.m. | |
| 5/22/2025 | 9 - 10:15 a.m. | Online | 6 CPE (0 tech, 0 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25SR-P039)25SR-P039 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | |
| 12/10/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Ethics and Technology (Webinar) (25SR-P045)25SR-P045 | *Differences between ethics, morals and laws
*Key technology issues impacting ethical behavior in businesses
*Ethical conflicts precipitated by modern technologies | |
| 12/30/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| K2's Excel PivotTables for Accountants (Webinar) (25SR-P043)25SR-P043 | *PivotTable fundamentals
*Formatting PivotTables
*Advanced PivotTable techniques and options
*Analytical techniques available in PivotTables | |
| 12/29/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| AI Unboxed: Using AI and Excel (Webinar) (25WM-0009)25WM-0009 | *AI and Excel integration
*Automating tasks with AI in Excel
*AI-enhanced data analysis in Excel
*AI for predictive modeling and forecasting in Excel
*Data visualization with AI in Excel | |
| 5/29/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (In-person) (25SR-0012)25SR-0012 | *Overview of preparation, compilation and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects | |
| 6/10/2025 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating the AI Frontier Series: Generative AI in Practice - Boost Efficiency & Profitability (Webinar) (25WM-P008)25WM-P008 | *Implementing AI for accounting automation
*Enhancing auditing processes with AI tools
*AI applications in tax compliance
*Leveraging AI for business advisery services | |
| 11/21/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls (Webinar) (25SR-P029)25SR-P029 | *Key fraud risks impacting businesses today
*Examples of fraud and the monetary impact on victims
*How to create, implement and assess technology-based internal controls to reduce the probability of becoming a fraud victim | |
| 9/16/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding the Form 990 and its Preparation Prerequisites (Webinar) (25WM-0012)25WM-0012 | *Overview of Form 990's structure and purpose
*Goals behind the core forms and schedules
*Triggers for Form 990 schedules
*Reporting requirements in Part VII-A, including trustees, directors, officers, key employees and the five highest-paid employees, with some categories based on their compensation levels
*Key definitions and glossary terms, including family member, business relationship, independence
*Governance and board member considerations
*Data collection and reporting
*Public relations and stakeholder communication | |
| 6/10/2025 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Case Studies in CPAs Gone Bad (Webinar) (25WM-0013)25WM-0013 | *Case studies highlighting unethical behavior -- embezzlement, self-dealing, conflicts of interest and faulty oversight
*Reasons why CPAs act unethically
*Legal and ethical reforms -- are they addressing ethical problems or are other interventions needed? | |
| 6/11/2025 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Minnesota Tax Update (25WM-0024)25WM-0024 | Coming soon! | |
| 6/30/2025 | 1 - 2:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Data Analytics for Accountants and Auditors (Webinar) (25SR-P013)25SR-P013 | *Data analytics in modern business environments
*Data analytics using everyday applications such as Microsoft Office Excel and Microsoft Power BI
*Regression analysis to create and validate forecasts and projections | |
| 6/26/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| AI Unboxed: Using AI to Research and Report (Webinar) (25WM-0011)25WM-0011 | *AI for data collection and analysis
*Accelerating research tasks
*AI-assisted reporting techniques | |
| 6/12/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25SR-P012)25SR-P012 | *The importance of Business Intelligence in today's business climate
*Differentiating between Power BI licensing options
*A hands-on approach to creating effective Power BI reports and dashboards | |
| 6/17/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar) (25WM-0015)25WM-0015 | *Benefits of public charity classification
*Public Support Tests
*Preparation tasks of Schedule B and related worksheets, including donor disclosure
*Governance and public relations impact
*Board review and compliance
*Management company disclosures | |
| 6/26/2025 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (25SR-P002)25SR-P002 | *Data formatting
*Excel customization
*Efficiency and productivity when using Excel
*Excel formulas and calculations
*Data linking and management | |
| 5/7/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| K2's Mastering Advanced Excel Functions (Webinar) (25SR-P014)25SR-P014 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
*"Legacy" features and functions such as AGGREGATE
*Effective Excel forecasts | |
| 6/26/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Annual Accounting and Auditing Update (In-person) (25SR-ZW01)25SR-ZW01 | * FASB Accounting Standards Updates
*PCC Update
*FASB Technical Agenda
*Leases - Topic 842
*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures
*ASC 326: CECL
*Review of SAS 142 - Focus on Audit Evidence
*Recently issued SASs and other AICPA activity
*SSARS No. 25 and other recently issued SSARS
*SAS 145 overview | |
| 10/27/2025 | 8:30 a.m. - 4:30 p.m. | Willmar, MN | 8 CPE (8 tech, 0 non-tech) | |
| New Navigating the AI Fronter Series - Bundle (Webinar) (25WM-P006)25WM-P006 | *Webinar 1: The Big Picture for CPAs -- Oct. 24, 9 - 10:40 a.m.
*Webinar 2: Generative AI in Practice - Boost Efficiency and Profitability -- Nov. 21, 9 - 10:40 a.m.
*Webinar 3: Mastering Microsoft Copilot for CPAs -- Dec. 5, 9 - 10:40 a.m.
*Webinar 4: Ethical AI Practices for CPAs - Ensuring Responsible Use -- Dec. 19, 9 - 10:40 a.m. | |
| 10/24/2025 | 9 - 10:40 a.m. | Online | 8 CPE (4 tech, 4 non-tech) | 2 Ethics |
| Staff Training: Beginning-in-Charge (In-person) (25SR-0015)25SR-0015 | *What is expected of the in-charge
*Engagement planning
*Assessing risk and materiality
*AI for Accountants
*Guidance for meeting clients' needs
*Completing engagements and sidestepping common engagement wrap-up problems
*Reviewing assistants' work
*Supervision, motivation and management best practices
*Hands-on case study practice with real-life scenarios | |
| 8/11/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (19.8 tech, 4.2 non-tech) | |
| Ethics Update for CPAs (Webinar) (25WM-0006)25WM-0006 | *Basic framework of the AICPA Code of Professional Conduct
*Current issues in ethics code revisions
*Noncompliance with laws or regulations (NOCLAR)
*Unpaid fees
*CPA exam disclosures
*Private equity ownership
*Current Minnesota Board of Accountancy issues | |
| 5/20/2025 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| AI Unboxed: Financial Statement Analysis With AI (Webinar) (25WM-0010)25WM-0010 | *How AI is transforming financial statement analysis
*Automating financial data collection and processing
*Detecting anomalies and trends with AI
*Predictive analytics and forecasting
*Enhancing reporting and visualization with AI | |
| 6/5/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Accountant's Guide to QuickBooks Online (Webinar) (25SR-P042)25SR-P042 | *QBO subscription and licensing options
*Routine and non-routine transactions in QBO
*Importing and exporting data to/from QBO
*Effective report creation
*Third-party applications with QBO
*QBO report and data issues | |
| 12/18/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| K2's Excel Essentials for Staff Accountants (Webinar) (25SR-P024)25SR-P024 | *Best practices for creating and working with Excel workbooks
*Using Excel functions when creating formulas
*PivotTables in modern reporting environments
*Best practices for formatting your workbooks | |
| 8/19/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Accountant's Guide to QuickBooks Online (Webinar) (25SR-P031)25SR-P031 | *QBO subscription and licensing options
*Routine and non-routine transactions in QBO
*Importing and exporting data to/from QBO
*Effective report creation
*Third-party applications with QBO
*QBO report and data issues | |
| 9/18/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZS01)25SR-ZS01 | *Inflation Reduction Act -- clean vehicle credits, energy efficiency incentives, premium tax credits, credit transferability and prevailing wage/apprenticeship requirements
*SECURE 2.0 Act -- expanded retirement plan enrollment, delayed RMD age and new penalty exceptions and IRS guidance
*Updates on new and pending tax legislation
*Form 1099-K reporting requirements
*Tax consequences of selling pass through entity interests and the application of Net Investment Income Tax
*The Gig Economy -- tax implications, worker classification and the Department of Labor's Final Rule
*FinCEN reporting requirements under the Corporate Transparency Act
*Employee Retention Tax Credit updates
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | |
| 11/4/2025 | 8:30 a.m. - 4:30 p.m. | Mankato, MN | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (In-person) (25SR-0025)25SR-0025 | *Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs
*Legislative and IRS updates, including tax laws, IRS guidance, TCJA provisions expiring after 2025
*Tax changes and compliance tied to tax forms, schedules and major tax changes
*Business tax provisions including the 20% QBI deduction, NOL changes, business loss limitations, depreciation, accounting methods, retirement plans and fringe benefits and entertainment expenses
* Tax rates and calculations for individuals and businesses, including capital gains, self-employment tax, AMT and the 3.8% net investment income tax
*Individual tax provisions, including filing status, exemptions, deductions, income adjustments, and tax credits
*Updates to IRAs and new final RMD regulations
*IRS audit and compliance issues, including basis and at-risk limitations, passive activity losses, real estate professionals, and self-employment tax concerns | |
| 1/13/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| New Annual Update for Defined Contribution Plans (Webinar) (25SR-0013)25SR-0013 | *Common risks and pitfalls associated with defined contribution plans
*Nuances of the fair value disclosures
*New reporting and disclosure requirements for the current year
*Results of DOL Audit Quality Study | |
| 6/11/2025 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's QuickBooks for Accountants (Webinar) (25SR-P027)25SR-P027 | *New features in QuickBooks Desktop and Online
*Internal controls in QuickBooks-based environments
*Financial and operational reporting
*Best practices for setting up companies | |
| 8/21/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (25SR-P016)25SR-P016 | *Microsoft 365/Office 365 subscription model
*365-based apps and services
*Teams as a primary collaboration tool
*Microsoft 365/Office 365 subscription features and services | |
| 7/15/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Securing a Comfortable Retirement in the Age of Spending (In-person) (25SR-0009)25SR-0009 | *Retirement planning: desired lifestyle, travel, housing, medical and family needs
*Real estate and residence as retirement assets: equity and rent
*Small business as a retirement resource: creative retirement plans
*Asset allocation, portfolio management, rebalancing and investment selection before and after retirement
*The three-legged retirement stool: employer retirement plans, savings, and Social Security
*SECURE Act 2.0 retirement provisions
*Distribution and asset liquidation planning
*Current research on retirement planning and sustaining retirement income levels | |
| 6/3/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| K2's Better Productivity Through Artificial Intelligence and Automation Tools (Webinar) (25SR-P036)25SR-P036 | *Opportunities to leverage artificial intelligence and automation in business settings
*Risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate and Zapier | |
| 10/29/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Construction Industry Accounting, Internal Controls, Valuations and Taxation (25SR-P033)25SR-P033 | *Construction industry overview including current trends, developments and data
*Audit and review risks and procedures unique to contractor engagements
*Review of healthy contractor benchmarks, ratios and risk assessment
*Internal control procedures and best practices for contractors including equipment costing, subcontractor management, jobsite reporting, contract claims and bidding/estimating
*Contractor valuations for M&A and ownership continuity planning
*Construction tax methods and strategies -- what every CPA and CFO should know | |
| 10/21/2025 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Evaluating Evidence and Workpapers: Is It Enough? (Webinar) (25SR-0022)25SR-0022 | *Documentation as a means of audit quality
*Responsibilities of the workpaper reviewer
*Important tips for providing review notes that will promote an effective and efficient financial statement audit
*Appropriate review considerations at various phases of the engagement, including before and after audit report date and report release
*SAS 142, Audit Evidence
*Relevance and reliability of audit evidence and sources of evidence
*Evaluation of tests of controls and the sufficiency and appropriateness of evidence obtained | |
| 12/10/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person) (25SR-0008)25SR-0008 | *Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act
*Changes to the lifetime estate tax exemption
*Considerations when selling a principal residence
*Tax benefits of HSAs
* Donor Advised Funds overview
*Virtual currency and digital assets
*The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting
*The best new income tax and estate-planning ideas
*The changing Social Security landscape and what it means for retirement planning
*Creative charitable giving strategies
*Financial planning strategies
*Maximizing retirement plan benefits
*Using intentionally defective grantor trusts
*Tax-planning techniques and savings strategies
*Life insurance | |
| 6/2/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0512)25WS-0512 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 7/3/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-0535)25WS-0535 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | |
| 7/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0555)25WS-0555 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | |
| 7/11/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-0438)25WS-0438 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 6/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0212)25WS-0212 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-0547)25WS-0547 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*IRS's new regulations regarding basis shifting in favor of high-marginal tax rate related partners*Organization and structure of the new Form 7217*Who must file Form 7203*Determining the S corporation shareholder's initial basis in his or her stock*Basis limitations on partnership losses and deductions*Organization and structure of Form 7203 -- understanding the three parts of Form 7203*Filing criteria for Form 7203*Calculating an S corporation shareholder's share of S corporation deductions and credits*Understanding stock and debt basis | |
| 7/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accountability and Action (Webinar) (25WS-0646)25WS-0646 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game... what you do/don't do well | |
| 7/25/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0445)25WS-0445 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | |
| 6/24/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0190)25WS-0190 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| 5/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-0366)25WS-0366 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-0391)25WS-0391 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-0561)25WS-0561 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | |
| 7/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-0625)25WS-0625 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 7/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-0433)25WS-0433 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0332)25WS-0332 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (25WS-0420)25WS-0420 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation | |
| 6/18/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-0738)25WS-0738 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill | |
| 8/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-0468)25WS-0468 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | |
| 6/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0219)25WS-0219 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0141)25WS-0141 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| 5/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0321)25WS-0321 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 6/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0654)25WS-0654 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 7/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0207)25WS-0207 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 5/20/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-0546)25WS-0546 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 7/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (25WS-0425)25WS-0425 | *Employment at will -- what this means in a practical sense*Implied employment contracts*What a prospective employer can ask about, and test for, during employment interviews*Federal anti-discrimination rules applicable to hiring and firing*How to discipline or fire an employee and not get sued*FMLA/ADA/PWFA -- Pregnant Worker's Fairness Act*Constructive discharge -- what is it and how it affects your business? | |
| 6/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-0474)25WS-0474 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | |
| 6/26/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0447)25WS-0447 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | |
| 6/24/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-0622)25WS-0622 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation statusDepreciation recapture -- Sections 1245, 1250, and 291*Vacation homes rented out*QBI deduction and rental properties*Section 1237 safe harbor for divided parcel sales*Practitioner considerations | |
| 7/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0262)25WS-0262 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-0687)25WS-0687 | *Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them*Understand a proven formula for handling difficult people*Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals*Implement a step-by-step process to resolve conflicts between yourself and others within your organization*Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals*Implement new strategies for managing your emotions in difficult interactions*Understand the impact of attitude on interactions with others*Create a personalized action plan for applying course strategies in your workplace | |
| 8/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-0632)25WS-0632 | *Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor "economic reality" test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker's employment status? How does the final rule explain "extent to which the work performed is an integral part of the employer's business?"*The Federal Trade Commission's Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a "worker" *New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds | |
| 7/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0126)25WS-0126 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 5/1/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-0608)25WS-0608 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 7/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0626)25WS-0626 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-0642)25WS-0642 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | |
| 7/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (25WS-0257)25WS-0257 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using a residence and other real estate as retirement assets through equity and rent*Using a small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool: employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0431)25WS-0431 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-0181)25WS-0181 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 5/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0534)25WS-0534 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 7/9/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0362)25WS-0362 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0379)25WS-0379 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-0200)25WS-0200 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | |
| 5/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-0480)25WS-0480 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | |
| 6/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0157)25WS-0157 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | |
| 5/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0576)25WS-0576 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 7/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0564)25WS-0564 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/14/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0261)25WS-0261 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 5/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (25WS-0439)25WS-0439 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S corporation, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change | |
| 6/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0250)25WS-0250 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing People Through Motivation (Webinar) (25WS-0693)25WS-0693 | *What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity*Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory*Learn how to drill down to what truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies | |
| 8/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-0147)25WS-0147 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation | |
| 5/6/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0740)25WS-0740 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0691)25WS-0691 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | |
| 8/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0287)25WS-0287 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (25WS-0697)25WS-0697 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | |
| 8/4/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-0471)25WS-0471 | *529 to Roth: who, what, when, and how*SECURE Act 1.0 and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | |
| 6/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0196)25WS-0196 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 5/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-0508)25WS-0508 | *How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit*Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc.*Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.) | |
| 7/2/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-0459)25WS-0459 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reasonable Suspicion (Webinar) (25WS-0110)25WS-0110 | *The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace*The impact of drug and alcohol abuse on workplace safety*The possible connection between performance issues and drug or alcohol abuse*The role of documentation in reasonable suspicion testing*Confidentiality concerns in the testing process | |
| 4/21/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-0647)25WS-0647 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 7/25/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (25WS-0624)25WS-0624 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | |
| 7/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-0417)25WS-0417 | *Communicating financial results*The role of the accountant in communication*The challenges accountants face in communication*Creating better awareness of a company's financials*Behavioral biases of stakeholders*Tips for staying on-point in communication*Case study | |
| 6/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0590)25WS-0590 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0235)25WS-0235 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (25WS-0572)25WS-0572 | *Changing Role of Financial Professionals*Priorities*Change in mission*Valued-added actions*Strategic Measurements*Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management*Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline*Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects*Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity*Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation*Getting started*Establishing an environment*Potential first projects*Organizational structure | |
| 7/15/2025 | 1 - 3 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-0358)25WS-0358 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 6/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-0739)25WS-0739 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | |
| 8/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-0310)25WS-0310 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-0504)25WS-0504 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 7/2/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (25WS-0451)25WS-0451 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | |
| 6/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-0214)25WS-0214 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 5/21/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0552)25WS-0552 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | |
| 7/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (25WS-0587)25WS-0587 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0434)25WS-0434 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-0712)25WS-0712 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation statusDepreciation recapture -- Sections 1245, 1250, and 291*Vacation homes rented out*QBI deduction and rental properties*Section 1237 safe harbor for divided parcel sales*Practitioner considerations | |
| 8/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (25WS-0244)25WS-0244 | *Automation capabilities of Excel*The "Get & Transform" Tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports | |
| 5/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-0537)25WS-0537 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets | |
| 7/9/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-0308)25WS-0308 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets | |
| 6/5/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (25WS-0122)25WS-0122 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards)*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference | |
| 5/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-0510)25WS-0510 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 7/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-0277)25WS-0277 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-0408)25WS-0408 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 6/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-0401)25WS-0401 | *Study real-life misappropriations involving federal awards and how they were carried out*The backgrounds, motivations and methodologies of the fraudsters*Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection | |
| 6/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-0320)25WS-0320 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points | |
| 6/6/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0152)25WS-0152 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 5/7/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0713)25WS-0713 | *What exactly is terminating S corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S corp. basis*Comparison of liquidation of a C corporation vs. the liquidation of an S corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | |
| 8/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0299)25WS-0299 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 6/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0696)25WS-0696 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-0440)25WS-0440 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0339)25WS-0339 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | |
| 6/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-0467)25WS-0467 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-0516)25WS-0516 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | |
| 7/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0539)25WS-0539 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 7/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0522)25WS-0522 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 7/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-0663)25WS-0663 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-0419)25WS-0419 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | |
| 6/18/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-0443)25WS-0443 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? | |
| 6/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-0613)25WS-0613 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages*The DOL Final Rule | |
| 7/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0220)25WS-0220 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-0297)25WS-0297 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*IRS's new regulations regarding basis shifting in favor of high-marginal tax rate related partners*Organization and structure of the new Form 7217*Who must file Form 7203*Determining the S corporation shareholder's initial basis in his or her stock*Basis limitations on partnership losses and deductions*Organization and structure of Form 7203 -- understanding the three parts of Form 7203*Filing criteria for Form 7203*Calculating an S corporation shareholder's share of S corporation deductions and credits*Understanding stock and debt basis | |
| 6/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0689)25WS-0689 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | |
| 8/1/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-0119)25WS-0119 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 4/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (25WS-0637)25WS-0637 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer | |
| 7/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0213)25WS-0213 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-0612)25WS-0612 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 7/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0486)25WS-0486 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | |
| 6/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0692)25WS-0692 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | |
| 8/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (25WS-0352)25WS-0352 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits | |
| 6/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0493)25WS-0493 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-0741)25WS-0741 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0177)25WS-0177 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | |
| 5/13/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0222)25WS-0222 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | |
| 5/22/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-0745)25WS-0745 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | |
| 8/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-0347)25WS-0347 | *The latest guidance from the IRS provided through regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocating common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocating Section 199A relevant amounts to beneficiaries of trusts using DNI*Handling separately stated items for which qualified business income status is determined at the shareholder or partner level*The effects of ownership changes on Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders
*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership | |
| 6/10/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0633)25WS-0633 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| 7/23/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0607)25WS-0607 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0133)25WS-0133 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 5/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-0372)25WS-0372 | *How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules*What is an RMD?*Who is subject to RMDs?*The types of accounts subject to RMDs*How to calculate an RMD*How to determine if a distribution can be an RMD*How to determine which life expectancy table must be used when calculating an RMD*The rollover and transfer rules during an RMD year*IRS penalties for non-compliance with RMD regulations*Applying RMD strategies to different plan types*When RMDs can and cannot be aggregated*How to correct an RMD shortfall*How to get a waiver of the excise tax on an RMD failure*The tax implication of an RMD*How to donate an RMD tax-free*How to determine the RMD rules that apply to a beneficiary | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Conversations (Webinar) (25WS-0350)25WS-0350 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a toollf-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation | |
| 6/11/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0314)25WS-0314 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 6/5/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0536)25WS-0536 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 7/9/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-0197)25WS-0197 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | |
| 5/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-0494)25WS-0494 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | |
| 7/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (25WS-0137)25WS-0137 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies | |
| 5/5/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-0175)25WS-0175 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 5/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-0502)25WS-0502 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | |
| 7/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-0285)25WS-0285 | *Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them*Understand a proven formula for handling difficult people*Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals*Implement a step-by-step process to resolve conflicts between yourself and others within your organization*Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals*Implement new strategies for managing your emotions in difficult interactions*Understand the impact of attitude on interactions with others*Create a personalized action plan for applying course strategies in your workplace | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0743)25WS-0743 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0501)25WS-0501 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (25WS-0570)25WS-0570 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 7/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0527)25WS-0527 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 7/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-0113)25WS-0113 | *Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them*Understand a proven formula for handling difficult people*Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals*Implement a step-by-step process to resolve conflicts between yourself and others within your organization*Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals*Implement new strategies for managing your emotions in difficult interactions*Understand the impact of attitude on interactions with others*Create a personalized action plan for applying course strategies in your workplace | |
| 4/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-0421)25WS-0421 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 6/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-0406)25WS-0406 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill | |
| 6/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-0384)25WS-0384 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-0664)25WS-0664 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 7/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-0381)25WS-0381 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information Document Requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues | |
| 6/13/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0370)25WS-0370 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 6/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0392)25WS-0392 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | |
| 6/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-0432)25WS-0432 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 6/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change (Webinar) (25WS-0621)25WS-0621 | *Learn the power of flexibility and adaptability*Manage daily changes and stressors*Avoid burnout and achieve work-life balance | |
| 7/22/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0503)25WS-0503 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 7/2/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-0121)25WS-0121 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements*The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act | |
| 5/1/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-0595)25WS-0595 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 7/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (25WS-0521)25WS-0521 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 7/7/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0473)25WS-0473 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-0180)25WS-0180 | *What is a transaction of interest?*Reporting transactions of interest on Form 8886*Why make a Section 754 election?*Adjustments under Sections 743(b), 734(b), and 732*Applicable threshold amounts for reporting*What is a basis shift?*Who is a material advisor and why is that status important?*Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments*Transfers of a partnership interest on death*What is a substantially similar transaction?*Who is a "tax-indifferent" party in a partnership? | |
| 5/14/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0532)25WS-0532 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-0375)25WS-0375 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 6/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-0145)25WS-0145 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 5/6/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-0458)25WS-0458 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0209)25WS-0209 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| 5/20/2025 | 1:30 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-0598)25WS-0598 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 7/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0604)25WS-0604 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-0173)25WS-0173 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | |
| 5/12/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-0489)25WS-0489 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 6/30/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-0405)25WS-0405 | *Creating a visionary company*Traits of successful, visionary companies*Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | |
| 6/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-0630)25WS-0630 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 7/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-0549)25WS-0549 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 7/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0305)25WS-0305 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 6/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-0730)25WS-0730 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | |
| 8/7/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-0585)25WS-0585 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0328)25WS-0328 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0385)25WS-0385 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 6/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-0295)25WS-0295 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 6/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0596)25WS-0596 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0478)25WS-0478 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | |
| 6/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0404)25WS-0404 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-0171)25WS-0171 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | |
| 5/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0660)25WS-0660 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 7/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-0300)25WS-0300 | *529 to Roth: who, what, when, and how*SECURE Act 1.0 and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | |
| 6/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0736)25WS-0736 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 8/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (25WS-0331)25WS-0331 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. | |
| 6/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0623)25WS-0623 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | |
| 7/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0753)25WS-0753 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 8/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-0367)25WS-0367 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0238)25WS-0238 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-0636)25WS-0636 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 7/23/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0600)25WS-0600 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 7/17/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0491)25WS-0491 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 6/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0577)25WS-0577 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0671)25WS-0671 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/30/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-0507)25WS-0507 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information Document Requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues | |
| 7/2/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (25WS-0272)25WS-0272 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 6/2/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0515)25WS-0515 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/3/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-0709)25WS-0709 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account *Beginning capital account for partnerships and partners consistently reporting on the tax basis
*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | |
| 8/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0416)25WS-0416 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0498)25WS-0498 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | |
| 7/1/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-0396)25WS-0396 | *What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options | |
| 6/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-0597)25WS-0597 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships | |
| 7/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-0178)25WS-0178 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information Document Requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues | |
| 5/13/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-0336)25WS-0336 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | |
| 6/9/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-0748)25WS-0748 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0215)25WS-0215 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0462)25WS-0462 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-0307)25WS-0307 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 6/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-0694)25WS-0694 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-0650)25WS-0650 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | |
| 7/25/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Progressive Discipline and Termination (Webinar) (25WS-0124)25WS-0124 | *Defining progressive discipline, including typical steps in any progressive discipline process*The importance of a fair disciplinary process*When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination*Documentation best practices*Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation*Avoiding key risks in the termination process*Best practices for legally compliant termination procedures | |
| 5/1/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-0496)25WS-0496 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | |
| 7/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-0249)25WS-0249 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | |
| 5/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0127)25WS-0127 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | |
| 5/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-0571)25WS-0571 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | |
| 7/14/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-0667)25WS-0667 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties -- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy | |
| 7/29/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-0670)25WS-0670 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation | |
| 7/29/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-0492)25WS-0492 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 7/1/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-0568)25WS-0568 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| 7/14/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0108)25WS-0108 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| 4/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-0290)25WS-0290 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-0580)25WS-0580 | *Overview of virtual currency*Property transactions with virtual currency*Receiving virtual currency as payment*Paying using virtual currency*Charitable donations with virtual currency*Gifting of virtual currency*Form 8300 reporting | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-0593)25WS-0593 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | |
| 7/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-0553)25WS-0553 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | |
| 7/10/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-0164)25WS-0164 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | |
| 5/9/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-0437)25WS-0437 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 6/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-0325)25WS-0325 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | |
| 6/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-0188)25WS-0188 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 5/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Webinar) (25WS-0716)25WS-0716 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting*Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS*The value of servicing a niche | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0752)25WS-0752 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| 8/12/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (25WS-0556)25WS-0556 | *Rethinking Risk Management*Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk*Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior*Enterprise Risk Management (ERM)*Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools*Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique | |
| 7/11/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (25WS-0506)25WS-0506 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability | |
| 7/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0430)25WS-0430 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 6/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Reasonable Suspicion (Webinar) (25WS-0479)25WS-0479 | *The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace*The impact of drug and alcohol abuse on workplace safety*The possible connection between performance issues and drug or alcohol abuse*The role of documentation in reasonable suspicion testing*Confidentiality concerns in the testing process | |
| 6/27/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0368)25WS-0368 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | |
| 6/12/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-0151)25WS-0151 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection | |
| 5/7/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-0296)25WS-0296 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account *Beginning capital account for partnerships and partners consistently reporting on the tax basis
*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | |
| 6/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0575)25WS-0575 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | |
| 7/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-0407)25WS-0407 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| 6/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0388)25WS-0388 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 6/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-0400)25WS-0400 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages*The DOL Final Rule | |
| 6/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-0523)25WS-0523 | *Tax rules governing liquidation of a partnership or S corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | |
| 7/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0225)25WS-0225 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| 5/22/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0514)25WS-0514 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | |
| 7/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (25WS-0270)25WS-0270 | *Key requirements of recently issued SASs*Changes affecting 401(k) plans*Audit strategy and improving overall efficiency*Common mistakes as noted in peer reviews and DOL inspections | |
| 6/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0750)25WS-0750 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 8/12/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0256)25WS-0256 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-0281)25WS-0281 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0681)25WS-0681 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | |
| 7/31/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0242)25WS-0242 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-0707)25WS-0707 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | |
| 8/5/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-0278)25WS-0278 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-0129)25WS-0129 | *Communicating financial results*The role of the accountant in communication*The challenges accountants face in communication*Creating better awareness of a company's financials*Behavioral biases of stakeholders*Tips for staying on-point in communication*Case study | |
| 5/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0210)25WS-0210 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 5/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0695)25WS-0695 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Progressive Discipline and Termination (Webinar) (25WS-0426)25WS-0426 | *Defining progressive discipline, including typical steps in any progressive discipline process*The importance of a fair disciplinary process*When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination*Documentation best practices*Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation*Avoiding key risks in the termination process*Best practices for legally compliant termination procedures | |
| 6/20/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0455)25WS-0455 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-0720)25WS-0720 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | |
| 8/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (25WS-0631)25WS-0631 | *Employment at will -- what this means in a practical sense*Implied employment contracts*What a prospective employer can ask about, and test for, during employment interviews*Federal anti-discrimination rules applicable to hiring and firing*How to discipline or fire an employee and not get sued*FMLA/ADA/PWFA -- Pregnant Worker's Fairness Act*Constructive discharge -- what is it and how it affects your business? | |
| 7/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0301)25WS-0301 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | |
| 6/4/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-0363)25WS-0363 | *What is a transaction of interest?*Reporting transactions of interest on Form 8886*Why make a Section 754 election?*Adjustments under Sections 743(b), 734(b), and 732*Applicable threshold amounts for reporting*What is a basis shift?*Who is a material advisor and why is that status important?*Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments*Transfers of a partnership interest on death*What is a substantially similar transaction?*Who is a "tax-indifferent" party in a partnership? | |
| 6/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0283)25WS-0283 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0422)25WS-0422 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | |
| 6/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0639)25WS-0639 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-0584)25WS-0584 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on common client situations encountered in practice | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-0617)25WS-0617 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-0344)25WS-0344 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 6/10/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0665)25WS-0665 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 7/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0349)25WS-0349 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/11/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-0526)25WS-0526 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 7/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0265)25WS-0265 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 5/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0335)25WS-0335 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | |
| 6/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-0139)25WS-0139 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success | |
| 5/5/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-0582)25WS-0582 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 7/16/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0722)25WS-0722 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-0412)25WS-0412 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | |
| 6/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0460)25WS-0460 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or not-for-profit | |
| 6/25/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-0751)25WS-0751 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | |
| 8/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0680)25WS-0680 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 7/31/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0524)25WS-0524 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 7/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-0548)25WS-0548 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | |
| 7/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0505)25WS-0505 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | |
| 7/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-0711)25WS-0711 | *Tax rules governing liquidation of a partnership or S corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (25WS-0668)25WS-0668 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 | |
| 7/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-0125)25WS-0125 | *Legal definitions and principals involving estates and trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests | |
| 5/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0403)25WS-0403 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 6/17/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0605)25WS-0605 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock | |
| 7/18/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0411)25WS-0411 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-0112)25WS-0112 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Webinar) (25WS-0708)25WS-0708 | *Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators*Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations*Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts*Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results | |
| 8/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0282)25WS-0282 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | |
| 6/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-0341)25WS-0341 | *Contract principles*Partnerships and limited liability entities*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Intellectual property*Real property law*Bankruptcy basics*Environmental Law*Merger basics | |
| 6/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0382)25WS-0382 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| 6/13/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-0371)25WS-0371 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 6/12/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0686)25WS-0686 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/31/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-0211)25WS-0211 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 5/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0343)25WS-0343 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 6/10/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0165)25WS-0165 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 5/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0666)25WS-0666 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| 7/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-0166)25WS-0166 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | |
| 5/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0517)25WS-0517 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0251)25WS-0251 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (25WS-0288)25WS-0288 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0397)25WS-0397 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| 6/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-0452)25WS-0452 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | |
| 6/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-0273)25WS-0273 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-0289)25WS-0289 | *Discussion of the importance of financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing*Philanthropy*Taxes*Credit cards, crypto, and financial fraud | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0466)25WS-0466 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-0525)25WS-0525 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/8/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0359)25WS-0359 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 6/11/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-0648)25WS-0648 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | |
| 7/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-0323)25WS-0323 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| 6/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (Webinar) (25WS-0203)25WS-0203 | *Increase productivity and profitability*Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team | |
| 5/19/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-0719)25WS-0719 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 8/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0309)25WS-0309 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or not-for-profit | |
| 6/5/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Managing Up the Ladder (Webinar) (25WS-0449)25WS-0449 | *Influence, persuasion, and power*Navigating without position power | |
| 6/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0673)25WS-0673 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 7/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (25WS-0120)25WS-0120 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims | |
| 4/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0638)25WS-0638 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 7/24/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-0643)25WS-0643 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| 7/24/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0699)25WS-0699 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| 8/4/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-0409)25WS-0409 | *Review of the current legal and regulatory framework surrounding non-compete agreements*Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0374)25WS-0374 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 6/12/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (25WS-0482)25WS-0482 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims | |
| 6/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-0279)25WS-0279 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business | |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (25WS-0742)25WS-0742 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests | |
| 8/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0243)25WS-0243 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more | |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-0544)25WS-0544 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | |
| 7/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0304)25WS-0304 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | |
| 6/5/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-0714)25WS-0714 | *Review of the current legal and regulatory framework surrounding non-compete agreements*Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0333)25WS-0333 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (25WS-0724)25WS-0724 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| 8/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-0441)25WS-0441 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent | |
| 6/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0107)25WS-0107 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 4/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0594)25WS-0594 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 7/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0413)25WS-0413 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 6/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0205)25WS-0205 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 5/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (25WS-0201)25WS-0201 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | |
| 5/19/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0245)25WS-0245 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-0614)25WS-0614 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0179)25WS-0179 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 5/14/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0589)25WS-0589 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | |
| 7/16/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0135)25WS-0135 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | |
| 5/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0302)25WS-0302 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | |
| 6/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0511)25WS-0511 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 7/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-0208)25WS-0208 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 5/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0551)25WS-0551 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | |
| 7/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0317)25WS-0317 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection | |
| 6/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (25WS-0303)25WS-0303 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 6/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-0657)25WS-0657 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-0578)25WS-0578 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | |
| 7/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-0286)25WS-0286 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | |
| 6/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0573)25WS-0573 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| 7/15/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Time Management for Professionals (Webinar) (25WS-0442)25WS-0442 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0395)25WS-0395 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-0450)25WS-0450 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | |
| 6/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0463)25WS-0463 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0275)25WS-0275 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0563)25WS-0563 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | |
| 7/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (25WS-0342)25WS-0342 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards)*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference | |
| 6/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-0676)25WS-0676 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 7/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0206)25WS-0206 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | |
| 5/20/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-0735)25WS-0735 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*IRS's new regulations regarding basis shifting in favor of high-marginal tax rate related partners*Organization and structure of the new Form 7217*Who must file Form 7203*Determining the S corporation shareholder's initial basis in his or her stock*Basis limitations on partnership losses and deductions*Organization and structure of Form 7203 -- understanding the three parts of Form 7203*Filing criteria for Form 7203*Calculating an S corporation shareholder's share of S corporation deductions and credits*Understanding stock and debt basis | |
| 8/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (25WS-0755)25WS-0755 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest guidance issued by the IRS related to required minimum distributions*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*New Section 401(k) rules of SECURE Act 2.0*Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Section 529 rollovers to Roth accounts under SECURE Act 2.0*Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes | |
| 8/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (25WS-0361)25WS-0361 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0189)25WS-0189 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 5/15/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0234)25WS-0234 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-0182)25WS-0182 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on common client situations encountered in practice | |
| 5/14/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-0267)25WS-0267 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 5/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-0710)25WS-0710 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points | |
| 8/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-0130)25WS-0130 | *Creating a visionary company*Traits of successful, visionary companies*Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | |
| 5/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0754)25WS-0754 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-0202)25WS-0202 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 5/19/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0329)25WS-0329 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 6/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-0274)25WS-0274 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-0702)25WS-0702 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | |
| 8/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0592)25WS-0592 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0731)25WS-0731 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 8/7/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0236)25WS-0236 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock | |
| 5/27/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-0258)25WS-0258 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success | |
| 5/29/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-0380)25WS-0380 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | |
| 6/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0223)25WS-0223 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 5/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0255)25WS-0255 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 5/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0268)25WS-0268 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0280)25WS-0280 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-0156)25WS-0156 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 5/7/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0674)25WS-0674 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection | |
| 7/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-0427)25WS-0427 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | |
| 6/20/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0435)25WS-0435 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | |
| 6/23/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0454)25WS-0454 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-0606)25WS-0606 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection | |
| 7/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-0746)25WS-0746 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 8/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0159)25WS-0159 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | |
| 5/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (25WS-0661)25WS-0661 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0678)25WS-0678 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Mastering the Basics of Inventory Accounting (Webinar) (25WS-0345)25WS-0345 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting | |
| 6/10/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0117)25WS-0117 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 4/30/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-0698)25WS-0698 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0160)25WS-0160 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | |
| 5/8/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-0324)25WS-0324 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-0154)25WS-0154 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 5/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0456)25WS-0456 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-0138)25WS-0138 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position | |
| 5/5/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-0429)25WS-0429 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 6/20/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-0620)25WS-0620 | *Calculating the home office deduction*Actual expense method*Simplified expense method *Definition of a home for purposes of the home office deduction*Whether working-from-home employees can claim a home office deduction*What is a "separate, identifiable space?"*The "regularly and exclusively used" rule*Defining a "principal place of business"*Meeting clients, patients, and customers*More than one trade or business*Special rules that apply to daycare providers*Separate, free-standing structures*Depreciating the home | |
| 7/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-0469)25WS-0469 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | |
| 6/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (25WS-0569)25WS-0569 | *Critical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality management; and peer review*The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control | |
| 7/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0143)25WS-0143 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 5/6/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0655)25WS-0655 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-0448)25WS-0448 | *Calculating the home office deduction*Actual expense method*Simplified expense method *Definition of a home for purposes of the home office deduction*Whether working-from-home employees can claim a home office deduction*What is a "separate, identifiable space?"*The "regularly and exclusively used" rule*Defining a "principal place of business"*Meeting clients, patients, and customers*More than one trade or business*Special rules that apply to daycare providers*Separate, free-standing structures*Depreciating the home | |
| 6/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-0659)25WS-0659 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-0717)25WS-0717 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 8/6/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Emotional Intelligence (Webinar) (25WS-0237)25WS-0237 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 5/27/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-0351)25WS-0351 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How recent developments have affected compliance and customer service | |
| 6/11/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-0174)25WS-0174 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | |
| 5/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-0313)25WS-0313 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (25WS-0519)25WS-0519 | *Evolving accounting landscape*Data complexity in accounting and tax*Value-added billing*Artificial intelligence*Shifting client expectations*Navigating regulatory uncertainty*The impact of accountants on society*Embracing change and innovation*Pipeline challenges | |
| 7/7/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0583)25WS-0583 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 7/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0398)25WS-0398 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-0601)25WS-0601 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings | |
| 7/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0683)25WS-0683 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 7/31/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Webinar) (25WS-0520)25WS-0520 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| 7/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0586)25WS-0586 | *Reporting requirements for Schedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting for Section 743 adjustments*Schedule K-1 reporting for Section 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*Section 704(b) basis versus tax basis for capital accounts*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional and curative allocation methods*Layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and the implications on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new members*Special allocations and substantial economic effect*LLCs and self-employment tax to members*Distributions -- current or liquidating, cash or property, and the substituted basis rule*Termination and liquidation of an LLC | |
| 7/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-0153)25WS-0153 | *Explore the function that sums better than the SUM function*Discover a variety of time-saving features, functions, and techniques*Learn the workaround to a major Excel pitfall | |
| 5/7/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-0418)25WS-0418 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on common client situations encountered in practice | |
| 6/18/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0191)25WS-0191 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 5/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Internal Controls and COSO in a Post-COVID Landscape (Webinar) (25WS-0567)25WS-0567 | *ACFE's Occupational Fraud 2022: A Report to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*Remote work circumstances and considerations | |
| 7/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-0481)25WS-0481 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | |
| 6/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0705)25WS-0705 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0218)25WS-0218 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | |
| 5/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0457)25WS-0457 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 6/25/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-0690)25WS-0690 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | |
| 8/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0136)25WS-0136 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | |
| 5/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-0628)25WS-0628 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 7/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0428)25WS-0428 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Metrics and benchmarking*Social media's place in our organizations | |
| 6/20/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (25WS-0158)25WS-0158 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| 5/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-0259)25WS-0259 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | |
| 5/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0269)25WS-0269 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| 5/31/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0484)25WS-0484 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 6/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0284)25WS-0284 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 6/3/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-0476)25WS-0476 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account *Beginning capital account for partnerships and partners consistently reporting on the tax basis
*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | |
| 6/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Webinar) (25WS-0276)25WS-0276 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | |
| 6/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-0393)25WS-0393 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (25WS-0399)25WS-0399 | *What is delegation?*Why is delegation important?*When and to whom should tasks be assigned?*How can you delegate effectively?*How do you deal with problems and issues when they arise? | |
| 6/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-0111)25WS-0111 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | |
| 4/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0376)25WS-0376 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-0169)25WS-0169 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 5/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Fraud In Single Audits (Webinar) (25WS-0574)25WS-0574 | *Study real-life misappropriations involving federal awards and how they were carried out*The backgrounds, motivations and methodologies of the fraudsters*Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection | |
| 7/15/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-0221)25WS-0221 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0216)25WS-0216 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-0543)25WS-0543 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 7/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-0170)25WS-0170 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | |
| 5/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0653)25WS-0653 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 7/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0733)25WS-0733 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | |
| 8/8/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication (Webinar) (25WS-0292)25WS-0292 | *Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders*Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members' morale, and fosters positive energy in the work climate*Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential*Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members | |
| 6/3/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0373)25WS-0373 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-0254)25WS-0254 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | |
| 5/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-0415)25WS-0415 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues | |
| 6/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0193)25WS-0193 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | |
| 5/16/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-0231)25WS-0231 | *Definition of a digital asset for purposes of Form 1099-DA*What is a sale of a digital asset affected by a broker on behalf of another person?*Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information*Treatment of sales of digital assets*Who is a broker for purposes of Form 1099-DA?*Information required to complete Form 1099-DA*Reporting closing transactions and covered securities*Who is a processor of digital asset payments?*How many transactions to report on each Form 1099-DA and how many forms to file for each transaction*Optional reporting methods for digital asset transactions*Substitute statements for the Form 1099*Reporting a disposition of digital assets held by a widely held fixed investment trust | |
| 5/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0599)25WS-0599 | *What exactly is terminating S corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S corp. basis*Comparison of liquidation of a C corporation vs. the liquidation of an S corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (25WS-0685)25WS-0685 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using a residence and other real estate as retirement assets through equity and rent*Using a small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool: employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| 7/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-0346)25WS-0346 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 6/10/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-0186)25WS-0186 | *The causes of burnout in the accounting profession*Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout*Tools used to measure employee well-being | |
| 5/15/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-0337)25WS-0337 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0609)25WS-0609 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 7/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-0652)25WS-0652 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing | |
| 7/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-0495)25WS-0495 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0538)25WS-0538 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | |
| 7/9/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-0756)25WS-0756 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0688)25WS-0688 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (25WS-0293)25WS-0293 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer | |
| 6/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0732)25WS-0732 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 8/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0488)25WS-0488 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 6/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (25WS-0194)25WS-0194 | *Changing Role of Financial Professionals*Priorities*Change in mission*Valued-added actions*Strategic Measurements*Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management*Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline*Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects*Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity*Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation*Getting started*Establishing an environment*Potential first projects*Organizational structure | |
| 5/16/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0162)25WS-0162 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 5/8/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0148)25WS-0148 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | |
| 5/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0704)25WS-0704 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 8/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0715)25WS-0715 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| 8/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0603)25WS-0603 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0531)25WS-0531 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Metrics and benchmarking*Social media's place in our organizations | |
| 7/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0723)25WS-0723 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0326)25WS-0326 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-0679)25WS-0679 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | |
| 7/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0360)25WS-0360 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 6/12/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0298)25WS-0298 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 6/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0227)25WS-0227 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 5/22/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-0247)25WS-0247 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 5/28/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-0348)25WS-0348 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing | |
| 6/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0217)25WS-0217 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | |
| 5/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0528)25WS-0528 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | |
| 7/8/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-0669)25WS-0669 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | |
| 7/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-0312)25WS-0312 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| 6/5/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0497)25WS-0497 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0389)25WS-0389 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 6/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-0204)25WS-0204 | *Discussion of the importance of financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing*Philanthropy*Taxes*Credit cards, crypto, and financial fraud | |
| 5/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-0644)25WS-0644 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | |
| 7/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (25WS-0453)25WS-0453 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer | |
| 6/24/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0475)25WS-0475 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 6/26/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0483)25WS-0483 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/28/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (25WS-0721)25WS-0721 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-0619)25WS-0619 | *The causes of burnout in the accounting profession*Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout*Tools used to measure employee well-being | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0356)25WS-0356 | *What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency*Blockchain technology*Use cases of cryptocurrency*Tax overview*How taxes work for cryptocurrency investors*How taxes work for cryptocurrency mining*Taxation of other transactions*Foreign reporting requirements and crypto*How to use a tool like CoinTracker to calculate capital gains and losses*New developments in the space*Tax planning opportunities*Why do accountants need to care? | |
| 6/11/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0291)25WS-0291 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | |
| 6/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0260)25WS-0260 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 5/29/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0240)25WS-0240 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0558)25WS-0558 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or not-for-profit | |
| 7/11/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0149)25WS-0149 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection | |
| 5/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (25WS-0369)25WS-0369 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | |
| 6/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0319)25WS-0319 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| 6/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Mastering the Basics of Inventory Accounting (Webinar) (25WS-0176)25WS-0176 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting | |
| 5/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-0364)25WS-0364 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | |
| 6/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-0248)25WS-0248 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-0749)25WS-0749 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | |
| 8/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (25WS-0142)25WS-0142 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests | |
| 5/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0253)25WS-0253 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | |
| 5/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (25WS-0610)25WS-0610 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. | |
| 7/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0718)25WS-0718 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0330)25WS-0330 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | |
| 6/9/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0615)25WS-0615 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 7/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0354)25WS-0354 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 6/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-0198)25WS-0198 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | |
| 5/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (25WS-0132)25WS-0132 | *Key requirements of recently issued SASs*Changes affecting 401(k) plans*Audit strategy and improving overall efficiency*Common mistakes as noted in peer reviews and DOL inspections | |
| 5/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-0616)25WS-0616 | *529 to Roth: who, what, when, and how*SECURE Act 1.0 and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | |
| 7/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-0264)25WS-0264 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | |
| 5/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0518)25WS-0518 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 7/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-0355)25WS-0355 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse | |
| 6/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-0728)25WS-0728 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 8/7/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0266)25WS-0266 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | |
| 5/30/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-0146)25WS-0146 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 5/6/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-0566)25WS-0566 | *Explore the function that sums better than the SUM function*Discover a variety of time-saving features, functions, and techniques*Learn the workaround to a major Excel pitfall | |
| 7/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-0560)25WS-0560 | *Creating a visionary company*Traits of successful, visionary companies*Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | |
| 7/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-0402)25WS-0402 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | |
| 6/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (25WS-0163)25WS-0163 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors | |
| 5/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0315)25WS-0315 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0499)25WS-0499 | *What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency*Blockchain technology*Use cases of cryptocurrency*Tax overview*How taxes work for cryptocurrency investors*How taxes work for cryptocurrency mining*Taxation of other transactions*Foreign reporting requirements and crypto*How to use a tool like CoinTracker to calculate capital gains and losses*New developments in the space*Tax planning opportunities*Why do accountants need to care? | |
| 7/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0446)25WS-0446 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/24/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-0150)25WS-0150 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account *Beginning capital account for partnerships and partners consistently reporting on the tax basis
*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | |
| 5/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0672)25WS-0672 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | |
| 7/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-0656)25WS-0656 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-0634)25WS-0634 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position | |
| 7/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Quarterly Fraud Update (Webinar) (25WS-0116)25WS-0116 | *Latest fraud schemes*Fraud detection and prevention strategies | |
| 4/29/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-0611)25WS-0611 | *Contract principles*Partnerships and limited liability entities*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Intellectual property*Real property law*Bankruptcy basics*Environmental Law*Merger basics | |
| 7/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-0533)25WS-0533 | *What is a transaction of interest?*Reporting transactions of interest on Form 8886*Why make a Section 754 election?*Adjustments under Sections 743(b), 734(b), and 732*Applicable threshold amounts for reporting*What is a basis shift?*Who is a material advisor and why is that status important?*Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments*Transfers of a partnership interest on death*What is a substantially similar transaction?*Who is a "tax-indifferent" party in a partnership? | |
| 7/9/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Accountability and Action (Webinar) (25WS-0168)25WS-0168 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game... what you do/don't do well | |
| 5/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (25WS-0629)25WS-0629 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors | |
| 7/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0228)25WS-0228 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-0529)25WS-0529 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 7/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-0487)25WS-0487 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management | |
| 6/30/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-0658)25WS-0658 | *Definition of a digital asset for purposes of Form 1099-DA*What is a sale of a digital asset affected by a broker on behalf of another person?*Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information*Treatment of sales of digital assets*Who is a broker for purposes of Form 1099-DA?*Information required to complete Form 1099-DA*Reporting closing transactions and covered securities*Who is a processor of digital asset payments?*How many transactions to report on each Form 1099-DA and how many forms to file for each transaction*Optional reporting methods for digital asset transactions*Substitute statements for the Form 1099*Reporting a disposition of digital assets held by a widely held fixed investment trust | |
| 7/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0183)25WS-0183 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | |
| 5/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-0591)25WS-0591 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 7/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-0167)25WS-0167 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? | |
| 5/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (25WS-0465)25WS-0465 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| 6/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-0232)25WS-0232 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 5/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-0734)25WS-0734 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | |
| 8/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-0184)25WS-0184 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| 5/14/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (25WS-0134)25WS-0134 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk | |
| 5/5/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-0161)25WS-0161 | *Review of the current legal and regulatory framework surrounding non-compete agreements*Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements | |
| 5/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0271)25WS-0271 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 6/2/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0109)25WS-0109 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 4/17/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-0470)25WS-0470 | *Definition of a digital asset for purposes of Form 1099-DA*What is a sale of a digital asset affected by a broker on behalf of another person?*Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information*Treatment of sales of digital assets*Who is a broker for purposes of Form 1099-DA?*Information required to complete Form 1099-DA*Reporting closing transactions and covered securities*Who is a processor of digital asset payments?*How many transactions to report on each Form 1099-DA and how many forms to file for each transaction*Optional reporting methods for digital asset transactions*Substitute statements for the Form 1099*Reporting a disposition of digital assets held by a widely held fixed investment trust | |
| 6/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-0155)25WS-0155 | *How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules*What is an RMD?*Who is subject to RMDs?*The types of accounts subject to RMDs*How to calculate an RMD*How to determine if a distribution can be an RMD*How to determine which life expectancy table must be used when calculating an RMD*The rollover and transfer rules during an RMD year*IRS penalties for non-compliance with RMD regulations*Applying RMD strategies to different plan types*When RMDs can and cannot be aggregated*How to correct an RMD shortfall*How to get a waiver of the excise tax on an RMD failure*The tax implication of an RMD*How to donate an RMD tax-free*How to determine the RMD rules that apply to a beneficiary | |
| 5/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-0246)25WS-0246 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships | |
| 5/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0436)25WS-0436 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock | |
| 6/23/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-0192)25WS-0192 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 5/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0229)25WS-0229 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | |
| 5/23/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0682)25WS-0682 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | |
| 7/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0365)25WS-0365 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0541)25WS-0541 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| 7/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0602)25WS-0602 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/17/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-0115)25WS-0115 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-0472)25WS-0472 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | |
| 6/26/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-0635)25WS-0635 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | |
| 7/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-0172)25WS-0172 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| 5/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-0410)25WS-0410 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | |
| 6/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-0322)25WS-0322 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0557)25WS-0557 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 7/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0140)25WS-0140 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | |
| 5/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Webinar) (25WS-0559)25WS-0559 | *The price of fraud -- ACFE's Report to the Nations*Deviant workplace behavior*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| 7/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0306)25WS-0306 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/5/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-0187)25WS-0187 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | |
| 5/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0640)25WS-0640 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | |
| 7/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0550)25WS-0550 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 7/10/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-0114)25WS-0114 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0727)25WS-0727 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | |
| 8/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0700)25WS-0700 | *Reporting requirements for Schedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting for Section 743 adjustments*Schedule K-1 reporting for Section 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*Section 704(b) basis versus tax basis for capital accounts*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional and curative allocation methods*Layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and the implications on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new members*Special allocations and substantial economic effect*LLCs and self-employment tax to members*Distributions -- current or liquidating, cash or property, and the substituted basis rule*Termination and liquidation of an LLC | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-0311)25WS-0311 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 6/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-0377)25WS-0377 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | |
| 6/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-0641)25WS-0641 | *Communicating financial results*The role of the accountant in communication*The challenges accountants face in communication*Creating better awareness of a company's financials*Behavioral biases of stakeholders*Tips for staying on-point in communication*Case study | |
| 7/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-0233)25WS-0233 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | |
| 5/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-0199)25WS-0199 | *Contract principles*Partnerships and limited liability entities*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Intellectual property*Real property law*Bankruptcy basics*Environmental Law*Merger basics | |
| 5/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0327)25WS-0327 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 6/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-0684)25WS-0684 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 7/31/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0230)25WS-0230 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 5/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0729)25WS-0729 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | |
| 8/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0424)25WS-0424 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection | |
| 6/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0444)25WS-0444 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 6/24/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0581)25WS-0581 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| 7/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0662)25WS-0662 | *What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency*Blockchain technology*Use cases of cryptocurrency*Tax overview*How taxes work for cryptocurrency investors*How taxes work for cryptocurrency mining*Taxation of other transactions*Foreign reporting requirements and crypto*How to use a tool like CoinTracker to calculate capital gains and losses*New developments in the space*Tax planning opportunities*Why do accountants need to care? | |
| 7/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0185)25WS-0185 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | |
| 5/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0461)25WS-0461 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | |
| 6/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-0123)25WS-0123 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | |
| 5/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-0579)25WS-0579 | *How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit*Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc.*Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.) | |
| 7/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0477)25WS-0477 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| 6/27/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0118)25WS-0118 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 4/30/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Emotional Intelligence (Webinar) (25WS-0144)25WS-0144 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 5/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0645)25WS-0645 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/24/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0316)25WS-0316 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-0744)25WS-0744 | *What is a transaction of interest?*Reporting transactions of interest on Form 8886*Why make a Section 754 election?*Adjustments under Sections 743(b), 734(b), and 732*Applicable threshold amounts for reporting*What is a basis shift?*Who is a material advisor and why is that status important?*Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments*Transfers of a partnership interest on death*What is a substantially similar transaction?*Who is a "tax-indifferent" party in a partnership? | |
| 8/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-0701)25WS-0701 | *The latest guidance from the IRS provided through regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocating common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocating Section 199A relevant amounts to beneficiaries of trusts using DNI*Handling separately stated items for which qualified business income status is determined at the shareholder or partner level*The effects of ownership changes on Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders
*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership | |
| 8/4/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-0390)25WS-0390 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | |
| 6/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-0224)25WS-0224 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | |
| 5/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-0464)25WS-0464 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation | |
| 6/25/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0128)25WS-0128 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 5/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-0530)25WS-0530 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 7/8/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-0353)25WS-0353 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 6/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0252)25WS-0252 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0554)25WS-0554 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/10/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0509)25WS-0509 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 7/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-0675)25WS-0675 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | |
| 7/30/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Managing Up the Ladder (Webinar) (25WS-0649)25WS-0649 | *Influence, persuasion, and power*Navigating without position power | |
| 7/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-0294)25WS-0294 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements*The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act | |
| 6/4/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-0241)25WS-0241 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 5/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-0747)25WS-0747 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0726)25WS-0726 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 8/7/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-0627)25WS-0627 | *Legal definitions and principals involving estates and trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests | |
| 7/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0387)25WS-0387 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0423)25WS-0423 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | |
| 6/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0703)25WS-0703 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0725)25WS-0725 | *Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 8/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0414)25WS-0414 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more | |
| 6/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-0226)25WS-0226 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent | |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0490)25WS-0490 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection | |
| 6/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0383)25WS-0383 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-0263)25WS-0263 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | |
| 5/30/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0737)25WS-0737 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| 8/8/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (25WS-0378)25WS-0378 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-0545)25WS-0545 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 7/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-0618)25WS-0618 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | |
| 7/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0677)25WS-0677 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 7/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0338)25WS-0338 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | |
| 6/9/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (25WS-0318)25WS-0318 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards | |
| 6/6/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-0340)25WS-0340 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management | |
| 6/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-0131)25WS-0131 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing | |
| 5/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0565)25WS-0565 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 7/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-0651)25WS-0651 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? | |
| 7/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-0588)25WS-0588 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0334)25WS-0334 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 6/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (25WS-0540)25WS-0540 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | |
| 7/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0706)25WS-0706 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of the SECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 8/5/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-0542)25WS-0542 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success | |
| 7/9/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-0394)25WS-0394 | *Legal definitions and principals involving estates and trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (25WS-0357)25WS-0357 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest guidance issued by the IRS related to required minimum distributions*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*New Section 401(k) rules of SECURE Act 2.0*Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Section 529 rollovers to Roth accounts under SECURE Act 2.0*Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes | |
| 6/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-0239)25WS-0239 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 5/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-0562)25WS-0562 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent | |
| 7/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0386)25WS-0386 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 6/16/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-0500)25WS-0500 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | |
| 7/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-0513)25WS-0513 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | |
| 7/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0485)25WS-0485 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| 6/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (25WS-0195)25WS-0195 | *Rethinking Risk Management*Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk*Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior*Enterprise Risk Management (ERM)*Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools*Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique | |
| 5/16/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Tariffs and Taxes: A New Landscape for Agriculture (Webinar) (25WM-0025)25WM-0025 | *Tariffs*Trade policy*International tax*Imports/exports*Implications for agriculture | |
| 5/14/2025 | 10 - 10:50 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
