Calendar of Events

Event Type:


November 2025
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Events available for Registration...

Surgent's Unlimited Plus Package
1/1/2025 - 12/31/2025
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Surgent's Unlimited Self-Study Package
1/1/2025 - 12/31/2025
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Surgent's Unlimited Webinar Package
1/1/2025 - 12/31/2025
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AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
4/3/2025
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AICPA New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
4/10/2025
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AICPA New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
4/17/2025
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FSA Program: The Emergency Commodity Assistance Program (ECAP)
4/23/2025
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AICPA New Quality Management Standards: Bringing It All Together ? Exploring All Components of a Quality Management System
4/24/2025
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MNCPA AI Unboxed: Exploring the Power and Potential of AI
5/22/2025
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MNCPA AI Unboxed: Member Bundle
5/22/2025
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MNCPA AI Unboxed: Using AI and Excel
5/29/2025
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MNCPA AI Unboxed: Financial Statement Analysis with AI
6/5/2025
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Understanding the Form 990 and its Preparation Prerequisites (Webinar)
6/10/2025
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MNCPA AI Unboxed: Using AI to Research and Report
6/12/2025
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2025 Management Conference Exhibitor and Sponsorship
6/16/2025 - 6/17/2025
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Live Webinar K2's Excel PivotTables for Accountants
6/18/2025
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Live Webinar K2's Excel Best Practices
6/19/2025
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Live Webinar K2's Better Productivity Through Artificial Intelligence & Automation Tools
6/24/2025
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Live Webinar K2's Ethics And Technology
6/24/2025
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Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
6/26/2025
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AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
7/1/2025
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AICPA New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
7/8/2025
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AICPA New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
7/15/2025
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AICPA New Quality Management Standards: Bringing It All Together ? Exploring All Components of a Quality Management System
7/22/2025
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2025 Farm Tax Conference Exhibitor and Sponsorship
8/18/2025 - 8/19/2025
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Live Webinar K2's Business Intelligence, Featuring Microsoft's Power BI Tools
9/15/2025
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Understanding the Form 990 and its Preparation Prerequisites (Webinar)
9/18/2025
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2025 Annual Convention Exhibitor and Sponsorship
9/21/2025 - 9/23/2025
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Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
9/25/2025
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Professional Ethics: The AICPA's Comprehensive Course
1/15/2026
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Events in the month of November 2025
11/1/2025

Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight. 


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
11/1/2025
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice.

On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142–149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA’s quality management project.

In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Objectives:
  • Review and apply recently issued and proposed FASB and AICPA pronouncements
  • Review and apply guidance within ASC 842, Leases
  • Understand SAS 142 and SAS 145
  • Recall and apply AICPA quality management standards (SQMS 1, SQMS 2, and SQMS 3)
  • Be familiar with other important A&A practice matters you should be aware of
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Presenters:
Jason Carney, CPA, PMP, CISA

Field of Study:
Accounting (4), Auditing (4)

Major Topics:
  • 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
11/1/2025

Targets can be a powerful catalyst for remarkable achievements - from landing humans on the moon to eradicating smallpox and repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life.

This course uses real-world examples and case studies to guide you through a practical, step-by-step process for crafting robust, effective, and credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.


Speakers:
Bernie Smith
11/1/2025

Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement.  This session will attempt to simplify the requirements using common sense examples and language.


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
11/1/2025

This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction.  The session will examine fraud vulnerabilities in the four key phases of the procurement process:

  • Presolicitation.
  • Negotiation.
  • Performance.
  • Closeout and Claims. 

Within each phase, “red flags” will be discussed.  These are the indicia of possible fraud that managers should be alert for.  Also, within each phase, the most common fraud schemes will be highlighted and discussed.  Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur.  This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks and fraud detection strategies.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/1/2025

Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:

  • Regularly produce or update dashboards and reports
  • Struggle with confusing or overly complex reporting tools
  • Seek to streamline varied reporting styles across their organization
  • Aim to establish a consistent, replicable "house style" for reporting
  • Want to impress stakeholders with clear, user-friendly data presentations

Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.


Speakers:
Bernie Smith
11/1/2025

Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query and teach you some of the ways to take advantage of its ability to handle messy data and automate repetitive tasks.

Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once and set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency and accuracy in your data processes.

Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools and knowledge to make Excel work for you like never before.


Speakers:
Tracy Cooper, CPA
11/1/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/1/2025

Due to the constant stress of a fast paced life, overwork, and family demands, it’s easy to feel one’s life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities and goals, overcoming stress, and deciding what’s most important to you, you can achieve new levels of balance and greater results. Having more balance in your life will allow you to do less of what you don’t want and more of what is truly important to you.


Speakers:
Jonathan Robinson, MA, MFT
11/1/2025

Running or advising a small business? The KPI Bootcamp can help you rapidly identify and implement the right KPIs to achieve your or your client's goals. Delivered by Bernie Smith, KPI specialist and seasoned entrepreneur, this course will guide you through selecting a powerful set of measures tailored to your business. The structured approach helps you refine your objectives and choose KPIs that drive growth and profitability.
The program includes access to over 400 pre-defined KPIs, each with a clear, jargon-free definition, business benefits, real-world examples, and practical implementation tips.


Speakers:
Bernie Smith
11/1/2025

Governmental Accounting 101, is a 2 hour webcast that takes the participant of a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more.  This session will be the first of a series of webcasts, with each subsequent webcast delving deeper and deeper into the governmental accounting basics. 


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
11/1/2025

This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. 


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
11/2/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/3/2025
***
This CPAx Pack includes five individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Transform your accounting practice with our cutting-edge course bundle, designed to harness the power of artificial intelligence.

"Unlock the Power of AI with Copilot in Excel" to streamline your data analysis and reporting. Dive deeper with the "AI Prompt Engineering Masterclass for Accountants," where you'll learn to craft effective AI prompts tailored to your needs. Explore "AI for CPAs - How it Works and How to Apply it" to understand the fundamentals and practical applications of AI in accounting. Automate your tax preparation process with "1040 Tax Prep Automation with AI Tools," and discover how AI seamlessly integrates into the accounting world with "How AI Fits into the Accounting World."

Each course is meticulously crafted to provide you with the knowledge and skills needed to leverage AI for increased efficiency, accuracy, and innovation in your practice. Join us and become a future-ready CPA, equipped with the tools to excel in the evolving landscape of accounting.

Enroll today and unlock the transformative potential of AI in your accounting career!

Objectives:
After attending this presentation, you will be able to...
Identify key features of Copilot in Excel and their applications in data analysis.
Distinguish between traditional Excel workflows and AI-enhanced capabilities.
Design effective prompts to extract meaningful, context-rich responses from AI in financial contexts.
Identify strategies to overcome AI's "lazy" response defaults and elicit deeper analysis.
Recognize the nature of generative AI and how it can be applied in the world of CPAs
Recall key concepts and terminology associated with this rapidly evolving technology
Recognize specific ways to leverage AI technology in your 1040 tax preparation serves.
Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.
Identify basic constructs of AI.
Distinguish between discriminative and generative artificial intelligence

Instructor:
Various - see description

Fields of Study:
Computer Software & Applications
Information Technology
Taxes
Accounting

Major Topics:

The major topics that will be covered in this course include:

Course 1: Unlock the Power of AI with Copilot in Excel

Field of Study: Computer Software & Applications

CPE: 2

Discussion Leader: Bryan Smith (DSP)

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

Discussion Leader: Garrett Wasny

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

Discussion Leader: John Higgins (HAL)

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

Discussion Leader: John Higgins (HAL)

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

Discussion Leader: Karl Egnatoff

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.

11/3/2025
***
This CPAx Pack includes six individual sessions for a total of 10 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Transform your business with our comprehensive AI-powered course bundle, designed to elevate your firm's efficiency, profitability, and compliance.

Discover how to implement an AI-enabled marketing strategy to attract and retain clients and explore the practical applications of generative AI to boost your firm's efficiency and profitability. Learn how to instantly transform ideas into revenue streams using AI, and master the essentials of AI privacy, security, and compliance to protect your business. Discover how to slim your team for maximum efficiency with cutting-edge technology and unlock the power of AI with Copilot in Excel to streamline your data analysis and reporting.

Each course is meticulously crafted to provide you with the knowledge and skills needed to leverage AI for business innovation and success.

Join us and take your firm to the next level with AI-driven strategies. Enroll today and unlock the transformative potential of AI for your business!

Objectives:
After attending this presentation, you will be able to...
Recall the fundamental principles of AI and its applications in marketing.
Leverage AI tools and technologies to enhance marketing campaigns.
Identify specific applications for AI in accounting, auditing, tax and advisory services
Recognize the potential to leverage AI technology to reduce costs and increase revenue
Implement AI tools to transform business ideas into marketable digital products
Create professional audio-visual content using AI-powered platforms
Analyze the essential privacy, security, and compliance considerations when working with Generative AI technologies.
Identify best practices for secure data sharing with GPT models.
Find and Automate the Right Tasks: spot tasks and processes that can be automated, using the latest tech to make your business more efficient and free up valuable time.
Use Outsourcing to Grow: choose the right outsourcing opportunities that fit your business needs, tap into specialized skills while keeping costs down.
Identify key features of Copilot in Excel and their applications in data analysis.
Distinguish between traditional Excel workflows and AI-enhanced capabilities.

Instructor:
Various - see description

Fields of Study:
Information Technology
Computer Software & Applications
Communications and Marketing

Major Topics:

The major topics that will be covered in this course include:

Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm

CPE: 1

Field of Study: Communications and Marketing

Discussion Leader: Gaynor Meilke

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

Discussion Leader: John Higgins (HAL)

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

Discussion Leader: Garrett Wasny

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

Discussion Leader: Garrett Wasny

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

Discussion Leader: Sharrin Fuller

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

Discussion Leader: Bryan Smith (DSP)

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.

11/3/2025
***
This CPAx Pack includes seven individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Unlock the secrets of taxation with this comprehensive course bundle, designed to take you from a novice to a tax expert.

Whether you're just starting with the basics of individual taxation or diving deep into the complexities of income tax analysis and IRS audit techniques, this bundle will deliver. Learn to teach tax concepts effectively, automate 1040 tax preparation with cutting-edge AI tools, and navigate the tax implications of retirement plan distributions with confidence. With detailed insights into Schedule C of Form 1040, you'll gain the knowledge and skills needed to handle diverse tax scenarios. This bundle is your ultimate guide to mastering taxation, offering a blend of foundational knowledge and advanced strategies.

Join us and transform your tax expertise into a powerful skill set that will set you apart in the field, ensuring you stay ahead in the ever-evolving world of taxation. Enroll today to take steps to master becoming an expert Tax Pro in your field!

Objectives:
After attending this presentation, you will be able to...
Identify how the federal income tax differs from other types of federal taxes
Determine the steps in computing a taxpayer's federal income tax liability
Recognize variations in income recognition.
Recognize deductible expenses between GAAP and IRC affect reported profitability and tax liabilities.
Identify guidance that IRS auditors use when examining tax returns
Distinguish industry-specific nuances for an auditor's perspective
Identify taxation nuances that are important but difficult for non-tax professionals to understand.
Apply techniques for educating clients regarding taxation.
Recognize specific ways to leverage AI technology in your 1040 tax preparation serves.
Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.
Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
Identify and recall key compliance issues

Instructor:
Various - see description

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

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.

Discussion Leader: Allison M. McLeod, LL.M., CPA

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.

Discussion Leader: Eric Knight

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.

Discussion Leader: Dr. Christopher J. Harper, CPA, MBA

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.

Discussion Leader: Dr. Christopher J. Harper, CPA, MBA

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.

Discussion Leader: John Higgins

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.

Discussion Leader: Steve Dilley

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.

Discussion Leader: Allison M. McLeod, LL.M., CPA

11/3/2025
***
This CPAx Pack includes three individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Dive into the intricate world of forensic accounting with our comprehensive course bundle, designed to equip you with the skills and knowledge needed to excel in legal and investigative settings.

"Forensic Accounting: Court Approved Methods of Proof," will teach you the essential techniques for gathering and presenting evidence that stands up in court. "Forensic Accounting: When the Office Is a Crime Scene," provides valuable intel on how to investigate financial crimes within an organization, identifying fraudulent activities and tracing illicit transactions. Master the art of "Forensic Accounting: Crafting Expert Reports," is where you'll learn to compile your findings into clear, compelling reports that can withstand legal scrutiny and support your expert testimony.

Each course is meticulously crafted to provide you with practical insights and hands-on experience, ensuring you can confidently navigate the complexities of forensic accounting. Join us and become a forensic accounting expert, ready to tackle financial crimes and support legal proceedings with precision and authority.

Enroll today and take the first step towards mastering forensic accounting!

Objectives:
After attending this presentation, you will be able to...
Identify the various court approved methods of proof.
Recognize the court cases approving the methods of proof.
Identify the process of preserving, analyzing, and evaluating evidence.
Evaluate the ethics in forensic accounting and strategies for ethical decision-making.
Prepare clear, concise, and objective expert reports, including understanding their components and best practices.

Instructor:
Various - see description

Fields of Study:
Accounting
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

All courses in this Pack are presented by Robert Nordlander, CPA.

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.

11/3/2025
***
This CPAx Pack includes 12 individual sessions for a total of 24 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live every monday beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour monthly program in order to stay abreast of these developments! Approximately one-half of each program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues.

The Monthly Federal Tax Updates occur every Monday at 11am and are presented by Allison M. McLeod, LL.M., CPA.

These courses provide a concise look at the hottest topics affecting every tax practitioner.

Objectives:
After attending this presentation, you will be able to...
Distinguish the newest tax developments and changes to the Internal Revenue Code.
Select effective and efficient techniques for implementing new standards.

Instructor:
Various - see description

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/3/2025
***
This CPAx Pack includes four individual sessions for a total of 10 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Unlock the full potential of your data with our comprehensive Power BI course bundle, designed to take you from a beginner to an advanced data analyst.

Get started with Power BI to familiarize yourself with the basics of setting up your workspace and learn how to clean, transform, and load data in Power BI. You will master the essential techniques for preparing your data for analysis. This bundle dives deeper into how to create measures in Power BI to help master the art of tracking and analyzing key performance indicators. Learn how to bring Power BI and Data Analysis together to integrate your skills to perform sophisticated data analysis and create compelling visualizations.

Each course is meticulously crafted to provide you with practical knowledge and hands-on experience, ensuring you can confidently use Power BI to transform raw data into actionable insights.

Join us and elevate your data analysis skills to new heights. Enroll today and become a Power BI expert!

Objectives:
After attending this presentation, you will be able to...
Identify the differences and synergies between Excel's Power BI tools and the standalone Power BI tools, enabling a clear understanding of when and how to use each tool effectively in various business scenarios.
Distinguish between the various functionalities and use cases of Power BI tools, empowering participants to select the most appropriate Power BI tool for specific data analysis and reporting needs in their professional roles.
Identify the key features and functionalities of Microsoft Power Query.
Distinguish between different data transformation techniques in Power Query, including data cleaning, merging, and pivoting.
Apply advanced DAX formulas in Power BI to create dynamic and efficient data measures tailored to specific business needs.
Determine the most effective time-intelligent functions in DAX for analyzing temporal data trends and patterns in Power BI.
Identify key differences between common DAX functions and their use cases, enabling more strategic and informed decision-making in Power BI measure creation.
Choose the appropriate DAX calculation processes for validating and ensuring the accuracy of measures in various data scenarios.
Use PivotTables in Power BI to validate and test the effectiveness of DAX measures, enhancing the reliability of data analysis.
Categorize the components of an efficient Power BI workflow and identify areas for optimization.
Evaluate Power BI performance metrics and apply optimization techniques for enhanced usability.
Assess the capabilities of Power BI Services to effectively share, collaborate, and manage data insights across teams and organizations.

Instructor:
Various - see description

Fields of Study:
Computer Software & Applications (10 CPE)

Major Topics:

The major topics that will be covered in this course include:

All courses in this Pack are presented by Bryan Smith.

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.

11/3/2025

Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use “brute force,” inefficient means when working with these three components of Microsoft Office. If that describes you, ensure you carve time out of your schedule to participate in this fourhour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025

This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. This course is designed to provide an overview of the technical guidance and outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step and then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step and provide example and scenarios that should be considered to properly apply the step.


Speakers:
Lynn Fountain
11/3/2025
You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.

Speakers:
Don Minges, MBA
Richard A. Karwic, MBA
11/3/2025
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.

Objectives:
  • Learn in detail about the preparation of Form 1120-S, Schedules M-1, K, and K-1
  • Learn in detail about the preparation of Form 1065, Schedules M-1, K, and K-1
  • Identify and handle commonly found S corporation and partnership tax issues

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (8)

Major Topics:
  • Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation 
  • Reporting requirements and filing exceptions for Schedules K-2 and K-3 
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations 
  • Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues 
  • Recognize and properly handle special pass-through items of income and expense 
  • Accurately prepare S corporation returns and reconcile book income to taxable income 
  • Accurately prepare partnership returns and reconcile book income to taxable income 
  • What the transactional method entails and how to report partners’ capital accounts under this method 
  • Properly handle the tax treatment of distributions to shareholders, partners, or members 
  • Understand the special restrictions and sanctions for tax year-end selection 
  • Review the basics of partnership and LLC formation and basis calculation 
  • Self-employment tax or NOT, for each entity 
  • Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content 
  • The most frequently used forms and schedules, including some form “oddities” 
11/3/2025
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

Objectives:
  • Understand the latest enacted tax law changes
  • Understand strategies and techniques to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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
11/3/2025
With all the planning, procedures, and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records, and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of six real-world frauds which seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!

Objectives:
  • Identify common frauds occurring in federal awards today
  • Avoid losing sight of the potential for fraud occurring in single audits
  • Protect governments and nonprofits from fraud

Presenters:
Charlie Blanton, CPA

Field of Study:
Auditing (Governmental) (4)

Major Topics:
  • 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
11/3/2025
In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR).

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze potential non-compliance situations which are not necessarily protected by the accountant's ethical duty of confidentiality.
Recognize how matters constrained by confidentiality can sometimes include violations of laws and regulations.
Identify when an accountant may or may not set aside the duty of confidentiality in order to disclose NOCLAR to appropriate authorities.
Recall a recent real-world case that includes a NOCLAR situation.

Instructor:
Albert D. Spalding, JD, PhD, CPA/CFF

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025
***
This CPAx Pack includes three individual sessions for a total of 6 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Elevate your auditing skills with our specialized course bundle, designed to provide you with in-depth knowledge and practical expertise in auditing cash, expenses, payables, and inventory.

Whether you're a seasoned auditor looking to refine your skills or a newcomer eager to learn the essentials, this bundle offers comprehensive coverage of key auditing areas. Discover the intricacies of auditing cash transactions, master the techniques for auditing expenses and payables, and gain a thorough understanding of inventory auditing.

Each course is crafted to equip you with the tools and insights needed to conduct effective and efficient audits, ensuring accuracy and compliance.
Join us on this learning journey and transform your auditing capabilities, making you an invaluable asset in the field of finance and accounting.

Enroll today and take the first step towards mastering the art of auditing!

Objectives:
After attending this presentation, you will be able to...
Recall the audit assertions applicable to the cash balance
Recognize the risks & threats related to the cash balance
Recall the audit assertions applicable to the expenses & payables balances.
Recognize risks & threats to the expenses & payables balances.
Recognize risks & threats related to the inventory balance
Identify substantive auditing procedures that are used to obtain comfort over inventory

Instructor:
Various - see description

Fields of Study:
Auditing

Major Topics:

"All courses in this Pack are presented by Melissa Galasso

The major topics that will be covered in this course include:

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 & Payables

CPE: 2

Description: It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & 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.

11/3/2025
***
This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Navigate the complexities of IRS procedures with our comprehensive course bundle, designed to equip you with the knowledge and skills needed to handle various IRS interactions with confidence.

From understanding the nuances of Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) to mastering the intricacies of IRS collections through Form 433 and Offer in Compromise, this bundle covers it all. Learn the step-by-step process of navigating IRS collections and gain insights into effectively responding to IRS correspondence.

Each course is meticulously crafted to provide you with practical tools and strategies for managing IRS authorizations, collections, and communications.
Join us and transform your understanding of IRS procedures, ensuring you are well-prepared to tackle any IRS-related challenges.

Enroll today and take control of your IRS interactions with confidence!

Objectives:
After attending this presentation, you will be able to...
Distinguish between the authorities granted by Form 2848 and Form 8821.
Identify situations where a Power of Attorney is required for IRS representation.
Identify the stages of the IRS collection process, from initial notice to enforced collection actions.
Analyze differences between IRS employee designations and their authorities.
Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.

Instructor:
Various - see description

Fields of Study:
Taxes

Major Topics:

All courses in this Pack are presented by Mary Jane Hourani.

The major topics that will be covered in this course include:

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.

11/3/2025
***
This CPAx Pack includes three individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.
***

Equip yourself with the essential tools to combat fraud with our comprehensive course bundle, designed specifically for CPAs and financial professionals.

Dive into the world of fraud prevention with "Fraud Busters: Controls to Prevent & Detect Fraud," where you'll learn effective strategies to safeguard your organization. Take proactive steps to protect against external threats with "Steps to Stop External Fraud," and gain a thorough understanding of anti-money laundering practices with "Money Laundering 101 for CPAs." Each course is meticulously crafted to provide you with practical insights and actionable techniques to identify, prevent, and respond to fraudulent activities. Join us and become a fraud-fighting expert, ensuring the integrity and security of your financial operations.

Enroll today and take the first step towards mastering fraud prevention and detection!

Objectives:
After attending this presentation, you will be able to...
Recall the fraud triangle and identify common profiles of fraud perpetrators
Identify types of controls
Recognize external fraud
Identify control issues that can give rise to external fraud occurrences
Distinguish the three stages of money laundering
Recall possible money laundering techniques

Instructor:
Various - see description

Fields of Study:
Accounting
Auditing
Specialized Knowledge

Major Topics:

The major topics that will be covered in this course include:

Course 1: Fraud Busters: Controls to Prevent & Detect Fraud

CPE: 2

Field of Study: Auditing, Accounting

Discussion Leader: Keely Gohl

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

Discussion Leader: Karl Egnatoff

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

Discussion Leader: Robert Nordlander

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.

 

11/3/2025
Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions.

We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens.

The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts.

In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward.

We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...Recognize the State of Women and Leadership in the United StatesDistinguish and appreciate the relationship of ethics to leadershipIdentify internal and external barriers to leadership and have suggestions for minimizing those challenges.Act upon suggestions to create a culture of Safety and Caring

Instructor:
Robbie Glantz and Jennifer Sullivan

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this class include:

  • 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
11/3/2025
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.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the nature of generative AI and how it can be applied in the world of CPAs
Recall key concepts and terminology associated with this rapidly evolving technology

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025
Get all of your CPE at one low price. Dive into our Unlimited Pack and start your journey of uninterrupted learning today at a more economical price than purchasing each webinar individually. With a huge selection of courses tailored to meet diverse learning needs, you can access our entire webinar catalog for only $599. Say goodbye to the stress of purchasing individual courses and hello to continuous learning and growth.

How Does It Work ...
The CPA Crossings Unlimited Pack gives you the opportunity to take unlimited scheduled webinars on our state-of-the-art learning platform. Once you purchase this pack, you will then be able to register for any course on our platform*, without any additional cost. Instructions will be sent to your email.

Start saving and start learning today!

Objectives:
After attending this presentation, you will be able to...
Save Money!
Find any course that interests you at a time that works for you!
Get ALL of your yearly CPE!

Instructor:
Various - see description

Fields of Study:
Various (0 CPE)

Major Topics:

The major topics that will be covered in this Pack include:

  • A&A
  • Technology
  • Tax
  • Business Management & Organization
  • Ethics
  • & More!

Find whatever you're looking for at one low cost!

 

*Courses in the CFO Series are not included in this unlimited pack.

11/3/2025
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution.

While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety.

The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more.

By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines.

Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:

Heighten awareness of IRS investigative priorities.
Review criminal case files across the United States from an accounting perspective.
Help practitioners be more mindful of their frontline role to act in the public interest and assist law enforcement to detect corruption and report financial misdeeds.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Behavioral Ethics

Major Topics:

  • 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
11/3/2025
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize changes that are occurring because of AI.
Recall specific control types that have changed.
Identify ways AI will strengthen controls.

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • 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.
11/3/2025

This session reviews the three elements of fraud, how fraudsters think, how proper internal controls can prevent and detect fraud, and the red flags to look for to identify fraud. It looks at Radar O'Reilly, one of the most beloved characters of the TV show M*A*S*H. He was trusted by his boss to run the administrative side of the US Army medical unit. Were there red flags all around Radar? Did he have the opportunity to steal? Was he a fraudster? We'll find out? Attendees learn to recognize the traits of this type fraudster that are present in many organization. Case studies of various Radars are included.


Speakers:
Daniel Porter, CFE
11/3/2025

Fraud continues to plague businesses at epidemic levels, and technology control failures are a big reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be better positioned to reduce fraud risk.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025

Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.

For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025
What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules!  Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?

Speakers:
Don Minges, MBA
John Levy, MBA, CPA
11/3/2025
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer.
The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming, and chemical production, as well as facilities, design, and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.

Objectives:
  • Understand the legal framework that allows accounting and financial firms to operate and grow within the marijuana industry
  • Be familiar with applicable Internal Revenue Code sections applicable to this industry
  • Be well versed in the potential risks and rewards for financial professionals working in the marijuana industry
  • Understand the issues unique to the production, delivery, and retail aspects of this market

Presenters:
Jason Cornell, Esq.

Field of Study:
Specialized Knowledge - Technical (1), Taxes (1)

Major Topics:
  • 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
11/3/2025
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.

Objectives:
  • Calculate an S corporation shareholder's basis in his or her S corporation shares on Form 7203
  • Understand and apply the S corporation shareholder loan basis rules

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Bob Lickwar, CPA

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/3/2025
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the impact of recently issued ASUs on financial reporting.
Analyze the impact of recent SASes on audit engagements.
Identify the impact of the SQMSs on firms.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • 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.
 
11/3/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish between the authorities granted by Form 2848 and Form 8821.
Identify situations where a Power of Attorney is required for IRS representation.
Analyze limitations imposed by IRS rules on the authority granted through these forms.
Evaluate common mistakes and compliance risks when filing Forms 2848 and 8821.
Utilize of the IRS Centralized Authorization File (CAF) system for managing authorizations.

Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/3/2025

The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively.  This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods.  This program starts fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features.  Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.  

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify guidance that IRS auditors use when examining tax returns
Distinguish industry-specific nuances for an auditor's perspective
Apply IRS guidance when preparing income tax returns

Instructor:
Dr. Christopher J. Harper, CPA, MBA

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025

Accountants in the various financial services industries are expected to be alert to potential money laundering situations, even if they are not specifically tasked with monitoring AML compliance. This workshop unpacks the basic AML compliance requirements and considers real world cases involving financial professionals & responses to AML red flags. The content of this workshop emphasizes the ethical considerations faced by accountants who encounter money laundering situations.


Speakers:
Albert D. Spalding Jr.
11/3/2025

Ethics are how groups define right from wrong. Codes of Ethics define good behavior from bad behavior for professionals. When we break those codes, we "break bad." For five seasons, the popular television show "Breaking Bad" explored the transformation of one good man breaking bad. This session provides an overview of ethics and why people break bad, while using examples from the TV show as well as case studies of good people who broke bad.


Speakers:
Daniel Porter, CFE
11/3/2025

QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025

Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization?  What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing?

How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.


Speakers:
Don Minges, MBA
Joe Oringel, MBA, CPA
11/3/2025

Artificial Intelligence (AI) is the hottest topic in technology circles today. And for good reason! AI can help all business professionals – including HR professionals –
work more efficiently and effectively.

AI tools such as ChatGPT, Gemini, and Copilot are proving themselves daily as valuable assets. These tools can help you automate research, draft documents,
summarize emails, analyze Excel data, and even create PowerPoint presentations for you. If you haven't yet explored what today's AI tools can do, you'll want to participate in this session to become more productive and efficient with this very practical technology.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish the newest tax developments and changes to the Internal Revenue Code
Select effective and efficient techniques for implementing new standards

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the skill set needed for an engagement with family law attorneys
Implement a marketing plan for your forensic accounting services
Evaluate the types of source documents needed for a financial investigation
Trace assets and income commonly found in divorce proceeding
Recognize red flags in a financial investigation
Conduct basic calculations of marital assets
Prepare a report of your findings for court proceedings

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Accounting

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025

Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. 

Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those people are on their way to prison. Learn from the lessons they offer.

We interview both financial professionals, and they tell us more about how their decisions influenced the consequences that followed.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify business decisions that can lead to federal criminal charges
Recognize how federal sentencing guidelines relate to convictions for fraud
Spot triggers that lead to charges for white collar crime
Recall strategies to protect against accusations against charges for white collar crime
Estimate the aftermath of a criminal charge

Instructor:
Justin Paperny

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this class include:

  • Career choices
  • Ethical dilemmas
  • Judicial proceedings
  • Mitigation strategies
  • Creating tools to help make better decisions
  • Atonement and reconciliation
11/3/2025

This course provides practical suggestions for improving leadership skills, including self-awareness, communication, delegation, empowerment, coaching, and counseling. 


Speakers:
Laura Middleton
11/3/2025

Being neuro-inclusive is not only kind, but can also help your team get the right things done in less time. This course will be about what neurodiversity is, give an overview of brain science, and show you tactical tips and techniques you can use to help your company get more of the right things done in less time with a strategy designed with more brains in mind. 


Speakers:
Christine Wilson, LPC
11/3/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/3/2025

While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.


Speakers:
Brian F. Tankersley, CPA.CITP, CGMA
11/3/2025

Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/3/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify key features of Copilot in Excel and their applications in data analysis.
Distinguish between traditional Excel workflows and AI-enhanced capabilities.
Select appropriate AI-driven tools within Excel to streamline specific tasks.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • Introduction to Copilot in Excel
  • Automating Tasks and Enhancing Productivity
  • Advanced Data Insights with Copilot
11/3/2025
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Indicate how different stakeholders utilize financial statements
Recognize how flexible budgeting may be used by CFOs and Controllers
Recall how time series analysis and common size financial statements are used in trend analysis
Calculate liquidity, leverage, and profitability ratios
Identify the uses and limitations of ratio analysis

Instructor:
David Peters

Fields of Study:
Finance

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/3/2025
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Indicate core principles underlying the any Code of Professional Conduct that apply to both CPAs in public practice and industry, whether designated by the AICPA, PCAOB, or an international body
Recall common ethical dilemmas faced by all CPAs and how they can be safeguarded to an acceptable level

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025

This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies.


Speakers:
Lynn Fountain
11/3/2025
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.

Objectives:
  • Understand the various roles and requirements of forensic accountants
  • Recognize the skills that forensic accountants use in fraud investigation, in bankruptcy proceedings, and in litigation support roles
  • Understand the formal training and certifications available in forensic accounting

Presenters:
Jason Cornell, Esq.

Field of Study:
Accounting (4)

Major Topics:
  • 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
11/3/2025
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state’s ethics requirements.

Objectives:
  • Understand how Circular 230 addresses the more commonly encountered ethical questions tax return preparers face in practice on a regular basis

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Lance Weiss, CPA, CVA

Field of Study:
Regulatory Ethics (2)

Major Topics:
  • 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?
11/3/2025
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls).
The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze the Role of Habit in Character Development
Compare the relationship of Virtue Ethics to Leadership
Create cultures of Dignity and Respect

Instructor:
Robbie Glantz

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this course include:

  • Leadership Definition
  • Virtue Ethics
  • Relationship of Virtue Ethics to Leadership
  • Characteristics of the Noble Leader
  • Actions to create a culture of respect and dignity
11/3/2025
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the basic elements in a typical supplier contract
Recall when it is necessary to obtain a Form W-9
Recognize company risks when working with suppliers

Instructor:
David Peters

Fields of Study:
Finance

Major Topics:

The major topics that will be covered in this course include:

  • Overview of supplier contracts
  • Case studies of successful and not-so-successful supplier relationships
  • Risk potentials
11/3/2025
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won’t be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions.

Objectives:
  • Learn when and how to utilize the provisions of IRC Section 453 in order to defer recognizing gain on the sale of real property via installment sales
  • Learn when and how to utilize the provisions of IRC Section 1031 in order to defer recognizing gain on the sale of real property via a like-kind exchange

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (4)

Major Topics:
  • How does the IRC define an installment sale under Section 453?
  • When can a taxpayer utilize the provisions of IRC Section 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
  • How to report an installment sale when related parties are involved
  • How to calculate an installment sale
  • How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method
  • What is a like-kind exchange as defined by IRC Section 1031
  • When can a taxpayer utilize the provisions of IRC Section 1031
  • What types of real property are eligible for like-kind exchange treatment and what types are not
  • What is “boot” and how does it impact the like-kind exchange deferral
  • How to calculate a like-kind exchange including any taxable portion
  • How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges

11/3/2025
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.

Objectives:
  • Distinguish an employee from an independent contractor and understand the relief available to employers who misclassify employees
  • Understand the withholding requirements for FICA and federal income taxes for Forms W-2 and 1099, including back-up withholding
  • Examine employer requirements regarding Form W-4
  • Understand the gig economy and the payroll tax responsibilities associated with it

Presenters:
Debbie Phillips, M.S.T., CPA

Field of Study:
Taxes (4)

Major Topics:
  • Statutory employees, independent contractors, and possible changes to §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
11/3/2025
This one-day course will teach effective skills for coaching and training employees. You’ll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you’ll learn a five-step approach for giving constructive criticism while managing defensive reactions.

Objectives:
  • Identify effective coaches and develop coaching strategies to support your team
  • Give constructive criticism while managing defensive reactions

Presenters:
Sarah Acuna

Field of Study:
Personnel/Human Resources (4)

Major Topics:
  • 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
11/3/2025
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals.

Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization.

To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Create a short daily routine that will increase your energy and focus.
Identify the obstacles that get in the way of you investing in your mental health.
Practice setting boundaries at work and home so you can focus on your priorities.

Instructor:
Tara Whitney, CPA, ACC

Fields of Study:
Personal Development

Major Topics:

The major topics covered in this course include:
  • 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.
11/3/2025
Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence.

The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact.

By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply advanced features of Power BI Desktop to optimize data visualization and report customization.
Determine the most effective visualization techniques for various data sets by exploring the range of available options in Power BI.
Choose appropriate visuals and tools within Power BI to enhance the storytelling aspect of data analysis.
Use Power BI's interactivity features to create dynamic, engaging, and user-responsive data reports.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/3/2025

Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras and doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease and suffers from misdiagnosis and subsequent improper treatment. Similarly, managers, auditors, and investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed.


Speakers:
Daniel Porter, CFE
11/3/2025
This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA, and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives, and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.

Objectives:
  • Define nonqualified deferred compensation (NQDC) and explain how it differs from qualified retirement plans
  • Identify and describe the key compliance requirements for NQDC plans, including IRC Section 409A and other relevant regulations
  • Understand the taxation of NQDC plans, including the timing of income recognition, FICA, and federal/state taxes, and the tax consequences for both employers and employees
  • Distinguish between the various types of NQDC plans, such as salary deferral arrangements, and supplemental executive retirement plans (SERPs), and understand their unique features and benefits
  • Understand the financing and funding options available for NQDC plans and the pros and cons of each approach
  • Develop and implement effective planning strategies for NQDC plans, considering factors such as participant demographics, company objectives, and tax efficiency
  • Summarize the key takeaways from the course, emphasizing the importance of proper plan design, compliance, and administration in maximizing the benefits of NQDC plans for both employers and employees

Presenters:
Daniel Johnson

Field of Study:
Taxes (2)

Major Topics:
  • The basics of nonqualified deferred compensation (NQDC)
  • NQDC compliance
  • Taxation of NQDC plans
  • Types of NQDC plans
  • Financing/funding NQDC plans
  • Planning strategies
11/3/2025
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify some of the security risks that affect electronic information
Select cloud storage providers by employing vetting process
Recognize the steps to effectively set up and control cloud storage
Recall ways to add security to individual electronic documents as well as to storage areas that must be controlled

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this course include:

  • Securing individual documents
  • Protecting information resident in the Cloud
  • Securing data stored on or accessed by mobile devices
11/3/2025
Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the different types of AI technology
Recognize the potential of this powerful technology for CPAs

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Specialized Knowledge

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025

The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today and has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf and fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls and committed fraud in the courthouse.


Speakers:
Daniel Porter, CFE
11/3/2025

This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist.


Speakers:
Lynn Fountain
11/3/2025
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc. 

Speakers:
Don Minges, MBA
Richard A. Karwic, MBA
11/3/2025
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.

Objectives:
  • Plan an effective approach to privacy and data security in the workplace as well as for the remote workforce
  • Explain common data privacy risks and threats faced today by both individuals and businesses

Presenters:
Mark McCreary, CIPP/US

Field of Study:
Information Technology (1)

Major Topics:
  • 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
11/3/2025
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.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize variations in income recognition.
Recognize deductible expenses between GAAP and IRC affect reported profitability and tax liabilities.
Compute deferred tax assets and liabilities, learning their impact on financial statements and future tax obligations.

Instructor:
Eric Knight, CPA, DBA

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/3/2025
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server.

In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. 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. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the differences and synergies between Excel's Power BI tools and the standalone Power BI tools, enabling a clear understanding of when and how to use each tool effectively in various business scenarios.
Distinguish between the various functionalities and use cases of Power BI tools, empowering participants to select the most appropriate Power BI tool for specific data analysis and reporting needs in their professional roles.
Recognize the impact of integrating Power BI with Excel on the efficiency and effectiveness of data processing, analysis, and visualization tasks, aiding in the development of more streamlined and powerful data analytics strategies within their organizations.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/3/2025
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the basics of ChatGPT and artificial intelligence chatbot technologies
Use ChatGPT to automate tasks and improve efficiency in the accounting profession
Utilize ChatGPT to improve accuracy and reduce the risk of mistakes in financial records
Supply real-time support to clients using ChatGPT
Generate financial reports using ChatGPT
Use ChatGPT to automate tax return preparation and financial planning
Deliver guidance on financial decision making using ChatGPT

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

Major topics covered in this course include:

  • 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
11/3/2025

On May 28, 2014, the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing and uncertainty of revenue from contracts with customers. The new guidance provides several benefits to financial statement users.  

This is one in a series of courses that outline the updated revenue recognition standard.


Speakers:
Lynn Fountain
11/3/2025
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues and the ramifications.  What are the considerations and evaluation criteria to use? The need to carefully deliberate alternatives – is paramount. Be aware. 

Speakers:
Don Minges, MBA
Bob Mims, CPA
11/3/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify taxation nuances that are important but difficult for non-tax professionals to understand.
Apply techniques for educating clients regarding taxation.
Distinguish methods for simplifying and communicating complicated tax concepts.

Instructor:
Dr. Christopher J. Harper, CPA, MBA

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • Accounting as a foreign language
  • Commonly misunderstood concepts
  • Communicating tax matters
  • Client-practitioner interactions
  • Interacting with tax authorities
11/4/2025

By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.

If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
11/4/2025

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/4/2025

The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are:

  • Understanding the Revenue Recognition Standard
  • Revenue Recognition: Identify the Contract - Part One
  • Revenue Recognition: Identify the Contract - Part Two
  • Revenue Recognition: Identify Performance Obligations – Part One
  • Revenue Recognition: Identify Performance Obligations – Part Two
  • Revenue Recognition: Determine Transaction Price - Part 1
  • Revenue Recognition: Determine Transaction Price - Part 2
  • Revenue Recognition: Allocate the Transaction Price
  • Revenue Recognition: Recognize Revenue

    
This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.


Speakers:
Lynn Fountain
11/4/2025
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. Updated for the 2024 Yellow Book revision, the course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced knowledge of the Yellow Book.

Objectives:
  • Thoroughly understand the requirements of the Yellow Book and how they relate to the AICPA and single audit requirements
  • Excel in the Yellow Book auditing arena
  • Save time and stress on Yellow Book engagements via in-depth knowledge of the requirements

Presenters:
Charlie Blanton, CPA

Field of Study:
Auditing (Governmental) (8)

Major Topics:
  • 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
11/4/2025
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.

Objectives:
  • Identify compliance issues
  • Understand how health care mandates apply to employers and individuals
  • Explain the nondiscrimination rules that apply to employer-sponsored retirement and health care plans

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Business Law (2), Taxes (2)

Major Topics:
  • 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
11/4/2025
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.

Objectives:
  • Be aware of fiduciary accounting principles
  • Calculate Distributable Net Income and the income distribution deduction
  • Prepare Form 1041 and Schedule K-1

Presenters:
Michael Frost, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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
11/4/2025

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors.



Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don’t trigger a DOL inspection by conforming to all applicable rules and regulations.


Objectives:
  • Identify the key provisions of recently issued SASs
  • Properly document understanding of the plan, the environment, and internal controls for an employee benefit plan
  • Understand the importance of reading, reviewing, and documenting the controls in a service organization control report
  • Identify potential audit triggers that may result in Department of Labor inspections
  • Understand the risks associated with a benefit plan audit engagement
  • Avoid common mistakes noted during peer reviews

Presenters:
Melissa Critcher, CPA, PC

Field of Study:
Auditing (8)

Major Topics:
  • 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
11/4/2025
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize changes that are occurring in business operations because of the change in attitudes, technology, and methods;
Recall the many factors driving operational updates;
Identify ways that security and productivity can be affected by inadequate internal control development;
Indicate an understanding of specific control changes that will be important.

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • 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.
11/4/2025
The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...Identify the recently revised SSTS guidelines for all tax practitionersApply new standards surrounding the AICPA Statements on Standards for Tax Services

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/4/2025
Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a "must attend" course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We will cover everything from how to effectively design your teams and channels configuration. How to utilize all the Teams features for posting conversations and working with your Office documents, PDF files and more. You will leave this course with the skills to master all the features of Teams!


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the full potential of the Microsoft Teams app and how to use it for maximum benefit
Identify how to use all the specific features of the Microsoft Teams app

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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
  • And more
11/4/2025
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending the presentation you will be able to...
Define the elements of negligence, the common law cause of action.
Explain what constitutes reasonable practitioner behavior with reference to practice standards and common law.
Ascertain how to avoid common pitfalls that could lead to the practitioner being sued.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this class include:

  • 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.

11/4/2025
How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze today's market place to help advisors with their clients.

Instructor:
Katana Abbott, CFP, CSA

Fields of Study:
Specialized Knowledge

Major Topics:

The major topics that will be covered in this course include:

  • The need to fund for long-term care in America
  • Client's attitudes and misconceptions
  • Innovative long-term care solutions and funding
11/4/2025

This comprehensive 8-hour course explores the pervasive issue of fraud in State and Local governments. Our panel of experts from inside and outside government will provide participants with the tools and knowledge necessary to identify, prevent, and respond to fraudulent activities in State and local governments.

The course begins by examining the types of fraud commonly encountered in governmental settings, including financial fraud, procurement fraud, and abuse of power. With our experienced panelists, participants will delve into real-world case studies to understand the tactics used by fraudsters and the impact on public trust, resources, and governance. Special emphasis will be placed on understanding regulatory frameworks and compliance measures designed to mitigate fraud risks.

 

 


Speakers:
Frank Crawford, CPA
Mr. Dennis F. Dycus, CFE, CPA, CGFM
David L. Cotton, CPA, CFE, CGFM
Daniel Porter
Cindy Byrd
11/4/2025

As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.


Speakers:
Bob Mims, CPA
11/4/2025

Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results.

Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.


Speakers:
Richard A. Karwic, MBA
11/4/2025

Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing

Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/4/2025
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.

Objectives:
  • Recognize when and why a lookup function is better than a direct cell reference
  • Use three of Excel's many lookup functions
  • Gain comfort with the arguments of the functions presented

Presenters:
Jeff Lenning

Field of Study:
Computer Software & Applications (2)

Major Topics:
  • Using lookup functions as an alternative to direct cell references
  • Understand the limitations of the VLOOKUP function
  • Discover ways to move beyond these limitations
11/4/2025
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.

Objectives:
  • Recognize when a worker might have an implied employment contract
  • Know what to ask about and what to discuss during an employment interview
  • Know how to discharge an employee — what, and what not, to say and do

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Louis Federici

Field of Study:
Business Law (2)

Major Topics:
  • 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?
11/4/2025
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.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...Implement AI tools to transform business ideas into marketable digital productsCreate professional audio-visual content using AI-powered platformsDesign effective e-commerce strategies for digital product distributionDevelop comprehensive content marketing workflows using AI toolsEvaluate opportunities for revenue generation through AI-assisted ideationGenerate diverse content formats using AI transformation techniquesConstruct cohesive digital asset portfolios for multiple platforms

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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)
11/4/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze the roles, responsibilities, and key skills required for forensic accountants.
Evaluate the ethics in forensic accounting and strategies for ethical decision-making.
Prepare clear, concise, and objective expert reports, including understanding their components and best practices.
Conduct thorough investigations, gather evidence, and write accurate and detailed investigation reports.
Critique investigation reports and economic damage calculations through real-world examples and case studies.

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/4/2025

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/4/2025
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Determine your natural reactions to conflict
Identify when you are entering conflict
Use strategies to de-escalate conflict before it is too late
Choose to engage with colleagues and clients to turn conflict into innovation

Instructor:
Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman

Fields of Study:
Personal Development

Major Topics:

Major topics covered in this course include:

  • Levels of conflict
  • Strategies to de-escalate conflict
  • Distinction between miscommunication and conflict
  • Responses to conflict
  • Tactics to address, rather than avoid, conflict
11/4/2025

How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speakers credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals, and more.


Speakers:
Michelle Tillis Lederman
11/4/2025

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.


Speakers:
Connie Clark
11/4/2025

The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are:

  • Understanding the Revenue Recognition Standard
  • Revenue Recognition: Identify the Contract - Part One
  • Revenue Recognition: Identify the Contract - Part Two
  • Revenue Recognition: Identify Performance Obligations – Part One
  • Revenue Recognition: Identify Performance Obligations – Part Two
  • Revenue Recognition: Determine Transaction Price - Part 1
  • Revenue Recognition: Determine Transaction Price - Part 2
  • Revenue Recognition: Allocate the Transaction Price
  • Revenue Recognition: Recognize Revenue

    
This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.


Speakers:
Lynn Fountain
11/4/2025
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves.

From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways.

This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize the impact our level of self-esteem has on wellbeing in our personal and professional lives
Recognize that we have choice to let go of unhealthy beliefs about ourselves and replace them with positive ones
Recognize the benefits of high self-esteem
Identify traps of low self-esteem and ways to minimize them
Recognize the components of self-esteem and ways to enhance positive feelings toward self

Instructor:
Robbie Glantz

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this class include:

  • Self-Esteem: What is it?
  • Belief systems
  • Benefits of High Self Esteem
  • Minimizing traps of low Self Esteem
  • Components of High Self Esteem
11/4/2025
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the elements of the "Ethical Diamond"
Distinguish between the effects of a crisis and burnout on ethics
Select methods for reducing stress, supporting your coworkers, and ensuring compliance

Instructor:
Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this class include:

  • 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
11/4/2025
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

Objectives:
  • Understand the major issues on which taxpayers and the IRS are in conflict
  • Understand recent IRS guidance and legislation impacting pass-through entities

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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, §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 §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 §1031
11/4/2025
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

Objectives:
  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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
11/4/2025
Power BI - Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. 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. The course also focuses on optimizing performance for data models, utilizing advanced features of Power BI Services, and moving beyond basic data models to create advanced solutions tailored to real-world business needs.

By the end of the course, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you're presenting to stakeholders, sharing insights across teams, or managing enterprise-level reporting, this course will equip you with the tools and strategies to succeed. Perfect for Power BI users looking to tie all the pieces together into a comprehensive, efficient workflow.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Categorize the components of an efficient Power BI workflow and identify areas for optimization.
Evaluate Power BI performance metrics and apply optimization techniques for enhanced usability.
Assess the capabilities of Power BI Services to effectively share, collaborate, and manage data insights across teams and organizations.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/4/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/4/2025

Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful conflict resolution occurs by listening to and providing opportunities to meet each side needs, and adequately addressing their interests so that they are each satisfied with the outcome. In this you will learn the different conflict modes, how to choose the appropriate strategy for your situation, and how relationships impact your ability to promote the positive outcomes and minimize the negative outcomes of conflict.


Speakers:
Michelle Tillis Lederman
11/4/2025

Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. In this course, you will learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure PDF documents to their fullest.

The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session where you will learn the top features necessary to optimize your work with PDF documents.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/4/2025
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify new requirements related to audit reporting and required by-product communications
Recall core concepts fundamental to obtaining sufficient and appropriate audit evidence in compliance with recently-issued auditing standards
Recognize recent clarifications and enhancements made to improve the quality of the risk-based audit process
Recall significant new requirements of SAS Nos 134-145

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/4/2025
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze the different waves of AI evolution and their implications for accounting
Evaluate strategic approaches for implementing AI within accounting organizations
Design effective AI usage policies that align with professional standards
Apply frameworks for integrating AI into specific accounting workflows and processes
Create strategies for fostering productive human-AI collaboration
Assess potential risks and ethical considerations in AI implementation
Develop metrics for measuring AI implementation success and impact

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/4/2025
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify what ethics is and is not.
Discover common barriers to ethical behaviors.
Explore and practice practical tips to overcome those barriers and increase your ethical response.

Instructor:
Keely Gohl, CPA, CGMA

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/4/2025

In this course, participants will learn about the five principals of COSO's Fraud Risk Management Guide and the linkages each principal has to the use of forensic data analytics to measurably demonstrate effectiveness and ROI.  We will also explore key elements to a successful program that is sustainable as well as pitfalls to avoid. Finally, we will cover several case studies that demonstrate the key concepts discussed. 


Speakers:
Vincent M. Walden, CPA, CFE
11/4/2025

In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business.

During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication.


Speakers:
Michelle Tillis Lederman
11/4/2025

This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard:

•   Determining if a Performance Obligation is satisfied over time
•   Identifying indicators of transfer of control of good/services
•   Utilizing input and output methods to measure progress of revenue recognition
•   Understanding stand-ready obligations and how to apply discounts


Speakers:
Lynn Fountain
11/4/2025
PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we’ll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.

Objectives:
  • Obtain a basic comfort level using PivotTables
  • Understand the fact that external data sources can feed a PivotTable
  • Use Excel's web browser to retrieve web data

Presenters:
Jeff Lenning

Field of Study:
Computer Software & Applications (2)

Major Topics:
  • Explore PivotTable capabilities and functionality
  • Retrieve data from a database and feed it into the PivotTable
  • Pull web tables from web pages into Excel
11/4/2025
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to be “under control” through their policies, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience, as well as to help to start the less experienced individual. It offers ideas that can be used immediately, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning, business continuity, and ethics, as well as a sample group exercise to test your current risk management systems.

Objectives:
  • Understand the sources of risk and potential actions/behavior that may hide them
  • Gain up-to-date knowledge of risk management and build upon and improve existing practices
  • Recognize actions/steps that can result in measurable benefits to an organization
  • Become familiar with the process of Business Continuity Planning
  • Identify and discuss analytical tools and areas for further investigation

Presenters:
Tony La Russo, BA, MBA, CMA

Field of Study:
Accounting (1), Business Management and Organization (1)

Major Topics:
  • 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
11/4/2025
A challenge for many small business owners is choosing the ‘right’ type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to establish, maintain, and communicate with employees; have minimal administrative costs; and are practical and efficient ways to start a retirement plan. These IRA-based plans – SEP IRAs and SIMPLE IRAs – have low maintenance costs and are easy to communicate to employees.

With IRA-based employer plans, employer contributions are sometimes discretionary, giving business owners the choice of whether to fund every year. Despite the simplicity of these plans, employers must ensure that applicable compliance requirements are met to avoid penalties. To that end, this course will cover some key provisions of SEP and SIMPLE IRAs.


Objectives:
  • Help small business owners understand why they need to adopt retirement plans for themselves and their employees
  • Identify critical features and benefits of SEP IRAs and SIMPLE IRAs
  • Determine which employees must be covered under SEP IRAs and SIMPLE IRAs
  • Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs, and
  • Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs

Presenters:
Denise Appleby, MJ, APA, CISP, CRPS, CRC

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/4/2025
For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.

Objectives:
  • Understand the rules relating to Form 1099-DA

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Karen Davis, EA, MBA, Ph.D.

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/4/2025
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.



This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
Implement practical strategies in determining a partner's tax basis for a partnership interest
Identify the use of Form 1065, Schedule K-1 information for basis determination.

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/4/2025
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall ASUs impacting small businesses.
Identify reporting options for small entities other than GAAP.
Recognize the changes to quality required of small firms.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/4/2025
Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

Objectives:
  • Understand which income tax returns and schedules have changed for individuals and pass-through entities
  • Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (4)

Major Topics:
  • Timely coverage of breaking tax legislation
  • Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 
  • A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
  • Hot developments affecting the upcoming tax season
  • Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
  • Key new tax and practice developments and how they impact the current-year tax forms for individuals
11/4/2025
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity, and gain tools for making sound decisions under pressure.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify ethical dilemmas in finance and accounting using real-world scenarios and SEC case studies.
Recognize the warning signs of fraudulent financial reporting and unethical practices.
Distinguish between ethical and unethical decision-making processes in complex business situations.
Select appropriate actions and reporting channels when faced with conflicts of interest or ethical breaches.

Instructor:
Eric Knight, CPA, DBA

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/4/2025
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify new requirements related to audit reporting and required by-product communications
Recall core concepts fundamental to obtaining sufficient and appropriate audit evidence in compliance with recently-issued auditing standards
Recognize recent clarifications and enhancements made to improve the quality of the risk-based audit process
Recall significant new requirements of SAS Nos 134-145

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/4/2025

This comprehensive 8-hour course explores the pervasive issue of fraud in State and Local governments. Our panel of experts from inside and outside government will provide participants with the tools and knowledge necessary to identify, prevent, and respond to fraudulent activities in State and local governments.

The course begins by examining the types of fraud commonly encountered in governmental settings, including financial fraud, procurement fraud, and abuse of power. With our experienced panelists, participants will delve into real-world case studies to understand the tactics used by fraudsters and the impact on public trust, resources, and governance. Special emphasis will be placed on understanding regulatory frameworks and compliance measures designed to mitigate fraud risks.

 

 


Speakers:
Frank Crawford, CPA
Mr. Dennis F. Dycus, CFE, CPA, CGFM
David L. Cotton, CPA, CFE, CGFM
Daniel Porter
Cindy Byrd
11/4/2025

In this course, participants will learn about key trends and innovations impacting the field of forensic data analytics.  From generative AI to ChatGPT, machine learning and transaction review, data sharing consortiums and cryptocurrency trends, this course is for the futurist who wants to be leading edge in compliance and anti-fraud technology innovation. 


Speakers:
Vincent M. Walden, CPA, CFE
11/4/2025

Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?


Speakers:
Bob Mims, CPA
11/4/2025

Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.

Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/4/2025
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security “on” button.

Objectives:
  • Advise clients on the latest applicable Social Security strategies
  • Implement effective Social Security strategies for practitioners’ own needs

Presenters:
Heather Schreiber, RICP®

Field of Study:
Taxes (2)

Major Topics:
  • 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?
  • … and more!
11/4/2025
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape.

Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.

Objectives:
  • Identify and manage client risks and expectations
  • Develop strategies for boosting client satisfaction and loyalty
  • Understand client management best practices
  • Develop practical skills to build stronger client relationships and improve client satisfaction
  • Leverage technology to enhance your client service capabilities
  • Discover strategies to optimize client retention and drive growth in your practice

Presenters:
Jason Cornell, Esq.

Field of Study:
Business Management and Organization (2)

Major Topics:
  • 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
11/4/2025
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the IRS’s energized audit efforts will result in more audits of taxpayers and what attendees need to know to effectively represent clients that the IRS audits.

Objectives:
  • Understand and advise clients on the current state of IRS audits
  • Present an effective defense against an IRS audit

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Lance Weiss, CPA, CVA
Shannon Retzke Smith

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/4/2025
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions.

The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges.

Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply advanced PivotTable techniques to analyze complex datasets.
Determine the most effective way to structure data for analysis.
Choose appropriate PivotTable functions for specific business needs.
Analyze trends and patterns within large datasets using PivotTables.
Compare different data segments to draw actionable insights.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/4/2025
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and expertise.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...Apply the PRIME Method to develop comprehensive accounting policy manualsEvaluate various AI tools to determine optimal solutions for policy developmentCreate tailored policy manuals for specific accounting contextsAnalyze how AI can enhance traditional policy manual creation workflowsDevelop strategies for maintaining regulatory compliance in AI-generated contentDesign iterative refinement processes for policy manual improvementImplement human oversight frameworks for AI-generated policy content

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/4/2025
Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems, and whether they create a need for CPAs to adjust their skill sets to address those challenges. Look at the potential ethical challenges created by the data related to privacy, security, and its application. Discuss the changes being proposed to address emerging ethics challenges.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize the ethical challenges created by emerging technologies such as artificial intelligence and the foundational principles included in the Code of Professional Standards.
Recall the ethical imperative to remain competent in this new environment in order to serve in the public interest.
Consider whether current ethics standards address all of the challenges associated with data privacy and security.

Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/4/2025

Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract and prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types and variations of obligations and as such, management will be required to utilize significant judgment when applying this step. However,  it is important that the judgment be supported by considerations of the proper factors.

The course further evaluates areas that impact performance obligations. We utilize multiple examples from various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations and allocating the transaction price appropriately.  
 


Speakers:
Lynn Fountain
11/4/2025
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the many different ways in which you can apply the power of AI within your Microsoft 365 applications
Recognize the potential to increase your productivity and quality of your information with Microsoft 365 Copilot

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/4/2025
The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the impact of interpretations issued by PEEC.
Identify changes to the independence standards.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • The Professional Ethics Executive Committee's updated ethics rules.
  • An overview of recently issued ethics rules that CPAs need to know to be compliant.
11/4/2025

Tax return preparation and consulting always involves the accountant's review of – and reliance on – information provided by the client. Not everything can, or need be, verified. This workshop considers the duty of CPA tax return preparers to make further inquiries, from the perspective of Circular 230, preparer penalties and professional ethics.

 


Speakers:
Albert D. Spalding Jr.
11/4/2025

In this course, we will share tips and tricks for working remotely.  You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.


Speakers:
Kelly Simants, SHRM-SPC
11/4/2025

Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.

Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

 


Speakers:
Steven M. Yoss, Jr., CPA
11/4/2025
Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify ethical issues that may arise from the utilization of artificial intelligence
Recognize the importance of upholding the AICPA Code of Professional Conduct
Recall the importance of professional skepticism when evaluating information
Recall the importance of source citations and other documentation considerations
Distinguish best practices for crafting policies and procedures that address threats and related safeguards

Instructor:
Dr. Christopher J. Harper, CPA, MBA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/4/2025
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.

Objectives:
  • Understand how to navigate and successfully complete a simple federal estate tax return

Presenters:
Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/4/2025
This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget.

These areas include:
1. Social media
2. Content development.
3. Email marketing.
4. Text (SMS) marketing.
5. Chatbots and other interactive AI tools.
6. Drip marketing campaigns.

Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Discover how to segment your marketing and sales process in order to automate the areas that will have the most impact on revenue generation.
Identify tools that you can use to simplify and shorten the lead generation, lead nurturing, sales, and onboarding processes.
Leverage artificial intelligence the right way to develop content ideas and content that will engage ideal clients and nurture existing ones.
Create a roadmap for an automated marketing and sales process in your firm to reduce time spent on marketing and sales while creating a consistent and cost-effective lead generation cycle to grow your firm.

Instructor:
Gaynor Hardy (Meilke), MS, CBC

Fields of Study:
Communications and Marketing

Major Topics:

The major topics that will be covered in this course include:

  • 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 i-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. This course will show you how!
11/4/2025

Many organizations have a process documented for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company that you might think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today.


Speakers:
Bob Mims, CPA
11/4/2025

Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words,
actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole
organizations, and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings.

Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive, and strategic performance.


Speakers:
Richard A. Karwic, MBA
11/4/2025

Whether you are responsible for managing 1 employee or 20, your leadership can make or break your team. Learn practical leadership strategies that you can implement when you return to your office. In today’s competitive market, it’s more imperative than ever that as leaders we are inspiring and motivating our teams to success.  


Speakers:
Kelly Simants, SHRM-SPC
11/5/2025

Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich.  Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively.  This session will cover a wide variety of day-to-day cash management tools.  


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
11/5/2025

This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.


Speakers:
Jane Mims, PhD.
11/5/2025

The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively.  This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods.  This program starts fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features.  Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.  

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/5/2025
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.

Objectives:
  • Learn complicated issues of filing status and dependency exemptions
  • Learn about Schedules A, B, C, D, E, and SE; Forms 8867, 4797, and 4562; passive rules and more
  • Complete comprehensive problems related to Schedules A, C, and D; QBI, 4797, 6251, and more, all with “filled-in” forms
  • Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (8)

Major Topics:
  • 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 
  • Coverage of Form 7203 
  • Coverage of §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 – Understanding Form 4797 and depreciation recapture; capital gains 
  • A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms 
  • Itemized deductions – A thorough understanding of what’s deductible and what’s not 
  • Interest deductions – Limitations and timing problems 
  • Charitable contributions substituting for taxes, IRS says – No! 
  • Retirement contributions and education credits and deductions 
  • Tax computations – The Kiddie Tax, AMT, regular tax, tax credits 
  • Individual problems illustrated by form preparation for various items, with numerous “practice tips” 
  • Impact of recent legislation and forms changes on the 1040 
11/5/2025
Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes.

This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Objectives:
  • Properly complete several tax forms related to certain advanced technical issues which arise in preparing Forms 1065 and 1120-S
  • Understand advanced technical practice issues facing practitioners today

Presenters:
Michael Frost, CPA

Field of Study:
Taxes (8)

Major Topics:
  • Schedules K-2 and K-3 and filing exceptions
  • Form 7203 
  • IRS Tax Pro Account 
  • IRS modernization initiatives
  • Information Returns Intake System (IRIS)
  • Identity Theft warnings  
  • IRS guidance for the marijuana industry 
  • “Recycled” Form 1099-NEC to report nonemployee compensation 
  • Form 1065 steps for reporting capital 
  • Centralized audit regime; late filing penalties and small partnership relief 
  • “Substance over Form” argument of shareholder loans 
  • Advanced study of “At-Risk” loans 
  • Employer W-2 correction requests 
  • White House 2025 Budget Points 
  • Don't get caught watching the paint dry -- What is hot and new 
  • What is terminating S corporations today? 
  • Special allocation issues of §704 
  • Final regulations for allocating depreciation recapture to partners and members of LLCs 
11/5/2025
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the impact of recent GASB standards on financial reporting.
Identify independence requirements of Yellow Book.
Identify changes in the 2024 Compliance Supplement.
Recognize changes to the Uniform Guidance.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting (Governmental)
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/5/2025
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending the presentation, you will be able to....
Recognize the ethical dilemmas with AI applications that CPAs can encounter
Identify practical guidelines for resolving these ethical dilemmas

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Behavioral Ethics

Major Topics:

The major subjects that will be covered in this course include:

  • 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
11/5/2025
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the rules to get the IRS to disclose information
Request pertinent information from the IRS
Evaluate the information recorded in IRS transcripts
Recognize the potential leads on individual and business tax returns
Conduct an analysis of information into a spreadsheet

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/5/2025

Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management.

Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of a Paperless Office.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/5/2025
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply recent tax developments affecting the partnership entity and its partners

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/5/2025
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply advanced Excel auditing tools, such as Trace Precedents, Trace Dependents, and the Error Checking feature, to effectively identify and rectify complex errors in financial spreadsheets.
Analyze and interpret common error messages and anomalies in Excel, enabling the ability to diagnose underlying issues in spreadsheet formulas and data inputs.
Distinguish between different types of Excel errors, including formula errors, reference errors, and logical errors, to implement targeted corrective actions for enhanced spreadsheet accuracy and reliability.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this class include:
  • 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.
11/5/2025

Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.


Speakers:
Mike Mirarchi
11/5/2025
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to identify which parts are applicable to a given taxpayer. The filing requirements are broad and often not very intuitive, catching many practitioners unaware that more schedules and parts are applicable to more taxpayers than anticipated. This course includes a deep dive into the domestic filing exception, a discussion of filing requirements of each part of Schedule K-2, and numerous examples of common taxpayer scenarios.

Please note: Surgent also offers a companion course, “Schedules K-2 and K-3: Preparation of Forms” (KPF2).

Objectives:
  • Understand filing requirements for Schedules K-2 and K-3
  • Identify what parts of Schedules K-2 and K-3 need to be completed

Presenters:
Renata Maroney (Stasaityte), CPA

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/5/2025

Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. 

Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/5/2025

Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.

 


Speakers:
Brian F. Tankersley, CPA.CITP, CGMA
11/5/2025
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

Objectives:
  • Determine what options a given client has with respect to initiating Social Security payments
  • Identify other factors that could affect a claiming age decision
  • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
  • Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse

Presenters:
Heather Schreiber, RICP®

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/5/2025
How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s, and sister plans.

Objectives:
  • Explain the eligibility requirements for funding Roth IRAs and Roth 401(k) plans
  • Describe the tax impacts of rollovers from employer plans to Roth IRAs
  • Demonstrate the steps that determine whether a Roth distribution is tax-free
  • Determine when the ordering rules apply

Presenters:
Denise Appleby, MJ, APA, CISP, CRPS, CRC

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/5/2025
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course, we will explore the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will even discuss the surprisingly difficult-to-navigate world of unemployment insurance.

Objectives:
  • Recognize the tax compliance obligations when a new client is hired
  • Identify ongoing tax obligations including Form 941 and 940 filings
  • State where unemployment insurance should be paid

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (2)

Major Topics:
  • Form W-4
  • Form I-9
  • Form W-9
  • End-of-year compliance
  • Payroll tax returns
  • Unemployment insurance
11/5/2025
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.

Objectives:
  • Mine a tax return for tax planning with a client
  • Understand the planning implications of the current environment
  • Determine the best tax strategies for retirement
  • Understand tax planning for the middle-income client

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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
11/5/2025
The IRS has issued final regulations regarding the Tax Cuts and Jobs Act’s (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. Due to the pandemic, Congress changed the rules for 2021 and 2022 to allow for 100% deductibility for meals. These temporary rules no longer applied starting in 2023.

To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment.


Objectives:
  • Understand the new rules relating to the deductibility of expenses associated with meals, entertainment, and food and beverages that employers provide to employees

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Karen Davis, EA, MBA, Ph.D.

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/5/2025
Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise a growing percentage or the workforce.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Educate on what is important to attract and retain millennial workers.
Distinguish how generational viewpoints differ, and how to get them to see "eye-to-eye."
Apply tips and techniques for mentoring and developing younger workers.

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personnel/Human Resources

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/5/2025
If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more.

This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when?

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this program you will be able to...
Recognize a healthy and holistic understanding of this new stage of life.
Recognize new sense of direction and purpose for your life.
Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
Recognize a new way to describe yourself and your identity.
Develop a Master Plan for being successful in this new stage of your life.
Recall a few key ideas that you can do now which will prepare yourself for this stage later.

Instructor:
Tom Wilson

Fields of Study:
Specialized Knowledge

Major Topics:

The major topics covered in this class include:

  • 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

11/5/2025

How you onboard a new employee is critical in ensuring they understand your company culture and are immersed properly in your organization. On the flipside, in the event you are dealing with an employee termination, this too is critical in handling with care and sensitivity.  


Speakers:
Kelly Simants, SHRM-SPC
11/5/2025

Once an employee decides to report an issue, the risk for retaliation must be minimized. Metrics matter. As such, capturing and reviewing employee data for indicators of possible retaliation are key to protecting those who report. The more subtle forms of retaliation, though, require a focused communication plan to address. This course offers recommendations for implementing specific retaliation monitoring protocols.


Speakers:
Robin Rohmer
11/5/2025

What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence, and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors; Advantage and The 11 Laws of Likability. 


Speakers:
Michelle Tillis Lederman
11/5/2025

This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining
appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies, and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable, and their careers continue to thrive in an increasingly complex business environment.


Speakers:
Jane Mims, PhD.
11/5/2025

The standard also requires information about the following categories: 

  • disaggregation of revenue
  • contract balances
  • performance obligations

This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard and deep dive into individual steps of the standards. 
 


Speakers:
Lynn Fountain
11/5/2025
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Raise awareness of tax examiners and tax auditors about money laundering and tax crimes
How to identify possible suspicious transactions
Review key indicators of criminal money
Explain how money laundering impacts ethical decision-making

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/5/2025
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions.

Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets.

Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application.

"Build a Data Model for Analysis in Power BI" is an essential course for professionals aiming to leverage the full potential of Power BI 's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply fundamental principles of data modeling in Power BI to integrate various data sources effectively.
Determine the most appropriate scenarios for using calculated columns versus measures in Power BI data analysis.
Choose and implement the correct type of DAX measures (explicit or implicit) for specific data modeling needs.
Use pivot tables in Power BI to validate and refine data measures, ensuring accuracy and reliability in reporting.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/5/2025
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.

Objectives:
  • Distinguish an employee from an independent contractor and understand the relief available to employers who misclassify employees
  • Understand what is needed to complete Forms W-2, 1099-MISC, 1099-R, and SS-8
  • Understand the gig economy and the payroll tax responsibilities associated with it


Presenters:
Debbie Phillips, M.S.T., CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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 §530 relief
  • Penalties -- Who is a responsible person?
  • Expenses and gross-up calculations
  • Pension issues and payroll taxes including SIMPLE plans, and §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
11/5/2025
This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Gain an understanding of who should be considered and consulted prior to undertaking work in the cannabis sector
Develop a checklist of considerations for firms choosing to offer services within the cannabis sector
Learn where to find resources to assist in evaluating work opportunities

Instructor:
Ronald L Seigneur, CPA/ABV, ASA, CVA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics covered in this class include:

  • 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
11/5/2025
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify all the Outlook features you can use to process and organize your email more efficiently.
Recall the various tools in Outlook to automate the management of your email.
Configure your Outlook to create customized views and feature settings.

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/5/2025

A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
11/5/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/5/2025

In this course, participants will gain a broad understanding of the various anti-fraud preventive and detective tests available to practitioners and take initial steps in building their own library of tests unique to their business or industry risks. Specific discussions and examples will include vendor analysis to look for potentially improper payments around conflicts of interests, fake vendor schemes, bribery & corruption, sanctions and trade compliance, anomalous payments, segregation of duties, among other risk categories.  Participants will also explore tests around customers or distributors that include margin analysis, free goods, discounts and revenue recognition. Further, we will explore employee related test to mitigate travel & entertainment expense abuses. We will also point out various online and public resources for participants to start building their own library of tests to support both reactive investigations as well as proactive prevention and detection.


Speakers:
Vincent M. Walden, CPA, CFE
11/5/2025

It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement, and the bottom line. Understand the components that enable trust to be created and maintained throughout teams and organizations.


Speakers:
Michelle Tillis Lederman
11/5/2025

Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs. 


Speakers:
Kelly Simants, SHRM-SPC
11/5/2025
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to:
Increase understanding of human factors affecting ethical choices
Offer tools for sound ethical decision making
Provide concrete actions for creating an ethical work environment
Increase awareness of our individual impact on the work environment

Instructor:
Robbie Glantz

Fields of Study:
Behavioral Ethics

Major Topics:

Ethical Values and Principles

  • Human Factors impacting ethical choices
  • Professional and organizational responsibilities in creating an ethical work environment
  • Tools for ethical decision making

11/5/2025
Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight 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). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence. Finally, we will close the course by exploring the audit technology adoption process to help transform resistance into resilience as the industry embraces new technologies. We will learn how to overcome common barriers to deliver a successful implementation.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the impact of Accounting Standards Updates effective in 2025 on financial reporting.
Recall the changes made to PCC processes as a result of the 2024 PCC Review.
Identify potential topics identified by advisory groups in the FASB's ITC agenda consultation.
Identify the components of quality management.
Recall deficiencies identified by the DOL for EBP audits.Recall key projects of the Auditing Standards Board.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • 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).
11/5/2025
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined.

In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish the difference between a Compliance Strategy and an Integrity Strategy
List the questions in the litmus test for your decisions and actions
Recall ethical principles when managing through change
Identify and give examples of how to put ethical principles into practice
List the organizational pressures that threaten ethical change management
Analyze case study of prizing outcomes over process
Recall case study of poorly managed Change Agents and Networks
Apply case study of poorly managed leadership alignment
Assess case study of non-transparent leadership
List the winning strategies for ethical self-regulation

Instructor:
Tammy Daugherty

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this course include:

  • 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
11/5/2025
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this course, you will be able to...
List and use powerful but often hidden tools available in Excel
Discuss some of the new features built into the spreadsheet application
Work in a more efficient manner because of keyboard and ribbon-based tools

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this course include:

  • 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.

11/5/2025

In this five part master series, class participants will gain a comprehensive view into the world of forensic data analytics (FDA). From understanding practical use cases of FDA in the audit, internal audit, investigations and proactive monitoring to understanding necessary data sources, validation proceudres, success factors and pitfalls to avoid. We will also explore hundreds of leading anti-fraud tests around corruption, conflicts of interest, fake vendor schemes, segregation of duties, revenue recognition and sales abuse, among dozens of other schemes.  Participants will develop their own library of anti-fraud tests from various open source locations and apply them in relevant contexts such as the COSO Fraud Risk Management Guide. Finally, participants will also peek into future innovations in FDA and how technologies such as ChatGPT, data visualization, machine learning, AI and cryptocurrencies are all impacting the discipline.  We can't promise you'll be a programmer after this course, but you will certainly be armed with the information needed to project manage an FDA project and "direct" the programmers to accomplish your fraud risk / FDA objectives.  


Speakers:
Vincent M. Walden, CPA, CFE
11/5/2025

Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.

 


Speakers:
Brian F. Tankersley, CPA.CITP, CGMA
11/5/2025
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you…. What type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class, we will dig into the differences between entity types – from taxes to liability. We will also look at the advantages and disadvantages of different methods of accounting. Whether you are a small business owner looking to start something new or a practitioner looking to expand your client advisory services, this course is the one for you!

Objectives:
  • Identify differences in how business entity types are taxed for income tax purposes
  • Recognize how personal financial planning for a business owner is related to financial planning for a flow-through entity business
  • Identify how S-Corporations are taxed for self-employment tax purposes
  • Recognize double-taxation and when it applies
  • Identify when a transaction should be recorded on the accounting records under the cash method
  • Recognize when income is recognized and an expense must be accrued on the accounting records under the accrual method
  • Identify what account should not appear on the financial records if the accrual method is being used

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (2)

Major Topics:
  • Financial planning pyramid
  • What to consider when picking an entity
  • Single member LLC vs. sole proprietorship
  • Corporations – S vs. C
  • Double taxation
11/5/2025

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.



Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.


Objectives:
  • Understand and apply SSARS No. 21, Clarification and Recodification
  • Be familiar with changes related to the issuance of SSARS Nos. 22-25
  • Be familiar with preparation, compilation, and review program examples
  • Be aware of the most recent reports and other required communications

Presenters:
Ken Levine

Field of Study:
Auditing (4)

Major Topics:
  • 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
11/5/2025
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause".

This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify situations where penalties can be imposed
Utilize techniques for preventing or reducing any penalty assessments
Ascertain when the First Time Abatement can be used
Obtain a working knowledge of the procedure governing the request for refund

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes

Major Topics:

The major topics covered in this class include:

  • 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
11/5/2025
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC).

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the Gramm-Leach-Bliley Act and its requirements for data security.
Analyze compliance requirements under Circular 230 related to WISP and data security.
Identify AICPA Statements of Standards applicable to WISP.
Recall the essential components of a WISP and how to draft one.
Recognize the role of employee and contractor training in maintaining data security compliance.
Assess how FTC regulations impact WISP implementation and enforcement.
Evaluate due diligence practices for ensuring WISP compliance.
Develop strategies for monitoring and updating a WISP to meet evolving standards.

Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/5/2025
Learn the basics of employment law and how they affect best practices to help control the interview and discover hidden talents of applicants.

Objectives:
  • Understand the basics of employment law and how they affect employment best practices
  • Identify techniques to help control the interview and discover the hidden talents of applicants

Presenters:
Jane Disher

Field of Study:
Business Law (4)

Major Topics:
  • 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
11/5/2025
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze the most significant impact on financial reporting.
Identify "hot topics" in accounting and financial reporting.
Recall "plain language" explanations of current and emerging U.S. GAAP requirements.

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting

Major Topics:

The major topics that will be covered in this course include:

  • New accounting standards.
  • The impact on Financial Reporting.
  • Hot topics in financial reporting.
  • Current and emerging US GAAP requirements.
11/5/2025

The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
11/5/2025

With only a few months to go before the AICPA’s Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved.



The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm’s approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control).



The results of the firm’s risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards.



We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.


Objectives:
  • Identify key provisions of SQMS 1, SQMS 2, and SQMS 3
  • Recall quality management provisions in SAS 146, SSARS No. 26, and SSAE 23
  • Understand the role of firm leadership in establishing quality management standards
  • Create a risk assessment
  • Draft the new QM document
  • Perform steps used in monitoring and the assessment of the firm’s System of Quality Management

Presenters:
Marci Thomas, CPA

Field of Study:
Auditing (2)

Major Topics:
  • 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
11/5/2025
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent’s death.

Objectives:
  • Advise clients regarding the latest information on estate planning and administration

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Lance Weiss, CPA, CVA
Edward Renn, Esq.

Field of Study:
Taxes (3)

Major Topics:
  • 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
11/5/2025
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Determine what factors allowed certain frauds to occur
Identify what internal controls may have prevented the frauds
Consider application of these lessons to circumstances you encounter in your professional endeavors

Instructor:
Chris Harper, CPA

Fields of Study:
Auditing

Major Topics:

The major topics covered in this class include:

  • Examination of actual frauds
  • Discussion of internal controls that could have prevented the frauds
  • Contemplation of epiphanies for your own professional scenarios
11/5/2025
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
State the relationship between sustainable growth, core earnings, and company cash flow
Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients.
Identify common behavioral biases which influence how a company spends money
List behavioral biases that prevent companies from being streamlined
State techniques that may be used to make cost cutting a part of the company's culture and business strategy
Identify techniques that may be used to discern whether or not additional headcount is necessary
Recognize vertical and horizontal financial statement analysis
List contracting and negotiation techniques
Recognize the business cycle and how cash flow management changes during each stage

Instructor:
David Peters

Fields of Study:
Management Services

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/5/2025
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this course, we will discuss current ethical issues, and walk-through a nine-step ethical decision-making model.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Analyze current ethical violations in the news
Determine possible choices when placed in the middle of an ethical dilemma
Determine a nine-step process to improve ethical decision-making

Instructor:
Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/5/2025

How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.


Speakers:
Richard A. Karwic, MBA
11/5/2025

This course on ethics in communication and reporting covers essential topics to ensure integrity and professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency, and respect. We then explore four must-have communication skills crucial for effective and ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting and communication, highlighting the potential consequences and the importance of maintaining ethical standards to build trust and credibility.


Speakers:
Jane Mims, PhD.
11/5/2025

The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.  


Speakers:
Lynn Fountain
11/5/2025

The Department of Justice updated guidance regarding their evaluations of Corporate Compliance Programs in March 2023: “Prosecutors should assess whether the company’s complaint-handling process includes proactive measures to create a workplace atmosphere without fear of retaliation, appropriate processes for the submission of complaints, and processes to protect whistleblowers.”

This course offers recommendations for employers to consider when developing or augmenting an internal complaint handling process. Organizations benefit when whistleblowers trust the process and choose to promptly report their concerns internally. The measures offered promote a strong speak up culture and align with the Department of Justice's guidance. 


Speakers:
Robin Rohmer
11/5/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize external fraud
Identify control issues that can give rise to external fraud occurrences
Recall ways to reduce external fraud risk

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this course include:

  • Types of external fraud
  • Considerations as organizations work to reduce fraud risk
  • External fraud and known parties/External fraud unknown perpetrators
11/5/2025
The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Raise awareness of bank fraud, wire fraud, and tax evasion
Identify red flags that lead to investigations and indictments
Review key indicators of illicit activities
Recognize how responses to investigations influence sanctions

Instructor:
Justin Paperny

Fields of Study:
Behavioral Ethics

Major Topics:

Major topics covered in this course include:

  • 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
11/5/2025

Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture - one in which bad actors are provided ample opportunity and cover to retaliate.


Speakers:
Robin Rohmer
11/5/2025

Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation’s conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously and fully reviewed. Does your organization analyze retaliation allegations and investigate outcomes as part of their cultural assessment?   Most organizations track retaliation matters at a general, non-specific level. The type of retaliation and the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes and to fine tune future training and policy initiatives.

This course offers recommendations for
(1) framing responses to retaliation allegations
(2) capturing key data points
(3) developing specific metrics for retaliation matters


Speakers:
Robin Rohmer
11/5/2025
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices.

It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this webinar and make sure you can speak fluently to both creditors and debtors.

As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this webinar will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy.

This webinar provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code.

Do yourself, your clients and your profit margin a favor and sign up for this invaluable webinar.



Objectives:
  • Understand the different types of bankruptcy proceedings
  • Advise clients regarding the proof of claim process
  • Be well versed in the eligibility requirements for consumer bankruptcies
  • Understand the role of the automatic stay injunction

Presenters:
Jason Cornell, Esq.

Field of Study:
Business Law (2)

Major Topics:
  • 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
11/5/2025
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Comprehend and apply ChatGPT tools for effective IRS tax law research.
Analyze complex tax scenarios using AI-assisted techniques.
Develop skills in crafting precise prompts for accurate data retrieval.
Interpret and implement IRS tax regulations and guidelines.
Identify common pitfalls in tax law research and learn strategies for avoidance.
Evaluate the reliability and accuracy of AI-generated tax law insights.
Foster a proactive approach towards continual learning in AI and tax law.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/5/2025

This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges
and responsibilities of maintaining high ethical standards in complex and pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity, and strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions, and real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change and uphold the highest standards of professional conduct.


Speakers:
Jane Mims, PhD.
11/6/2025

Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience. 


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
11/6/2025

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/6/2025
This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify requirements related to audit reporting when the requirements for reporting on key audit matter apply
Recall core concepts fundamental to determining and documenting independence
Recognize supplemental requirements imposed by the 2024 Yellow Book during the performance of a financial statement audit
Recall significant changes made by the 20248 version of Government Auditing Standards
Recognize the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards

Instructor:
Daniel W. Bradley, CPA

Fields of Study:
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/6/2025
This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Undertake an assessment of your current situation and where you have evolved from
Identify tactics to survive and prosper in a virtual work environment will be covered
Create your own unique bucket list and learn how to use it to maintain a proper balance in your life

Instructor:
Ronald L Seigneur, CPA/ABV, ASA, CVA

Fields of Study:
Personal Development

Major Topics:

The major topics covered in this class include:

  • 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
11/6/2025
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
Learning objectives include:
Be familiar with common roadblocks to becoming financially self-sufficient
Be familiar with the structure of a "management" personal financial statement
Be familiar with common mistakes in HIPAA Medical Disclosure Documents, Living Wills, Medical Durable Power of Attorneys, Financial Durable Power of Attorneys and Letters of Instruction at Death
Be familiar with the basic process in performing a "personal financial health checkup"
Understand the relationship of happiness and the management of financial affairs

Instructor:
Walter J. Haig

Fields of Study:
Accounting

Major Topics:

The topics that will be covered in this course include:

  • 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
11/6/2025
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.

This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context.

Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights.

While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities.

Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to ...
Identify the key features and functionalities of Microsoft Power Query.
Distinguish between different data transformation techniques in Power Query, including data cleaning, merging, and pivoting.
Indicate the best practices for documenting each step in your data transformation process.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/6/2025
A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply the latest provisions and developments, rules and regulations impacting individual taxpayers

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this class include:

  • 2025 Tax Provision Sunsets
  • Residential Energy Credit
  • Virtual currency reporting and Form 1099-DA
  • Student loans
  • Recent individual taxpayer case rulings
11/6/2025

Financial skills needed in many situations are constantly changing.  It is prudent to routinely look into your toolbox to restock or revise your tool set.  In this course we will examine three tool categories that form the foundation for many analytical processes.


Speakers:
William F. O’Brien, MBA, CPA
11/6/2025

Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session explores these differences and provides best practices for planning, executing, documenting, and reporting the results of an HR investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. 


Speakers:
Daniel Porter, CFE
11/6/2025

Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives.  Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth.  This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit.  Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/6/2025

Due to the constant stress of a fast paced life, overwork, and family demands, it’s easy to feel one’s life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities and goals, overcoming stress, and deciding what’s most important to you, you can achieve new levels of balance and greater results. Having more balance in your life will allow you to do less of what you don’t want and more of what is truly important to you.


Speakers:
Jonathan Robinson, MA, MFT
11/6/2025

Getting rich requires many things.  First, you need to know how to overcome previous limitations you may have had about making a lot of money.  Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies.   And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented.  By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.


Speakers:
Jonathan Robinson, MA, MFT
11/6/2025

This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life.


Speakers:
Jonathan Robinson, MA, MFT
11/6/2025

How good are you with the technology you use daily?  What new technology tools are available that could save you time and make you more effective?  Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you!

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends.  Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/6/2025

Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some less commonly known apps help you manage shared email boxes, create and use web forms, schedule appointments, trade shifts, create real-time closed captions, and translate presentations. Attend this session and learn more about the hidden features in Microsoft 365 that you can use to level up your productivity.


Speakers:
Brian F. Tankersley, CPA.CITP, CGMA
11/6/2025
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do.

This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk.

Objectives:
  • Identify high risk activities to avoid
  • Recognize common defenses to malpractice claims
  • Be well versed in standards of professional conduct
  • Understand the litigation process for malpractice claims

Presenters:
Jason Cornell, Esq.

Field of Study:
Business Law (1), Regulatory Ethics (1)

Major Topics:
  • Common instances of accounting malpractice
  • Current claim trends
  • Frequent defenses to claims
  • Statute of limitations
  • Damages
  • Claims by practice area
11/6/2025
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.

Objectives:
  • Understand who is eligible for Medicare
  • Determine whether an individual will have to pay a surtax for Medicare Part B and Part D coverage
  • Ascertain whether private or spousal insurance options are preferable to Medicare

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Erica Dumpel, CLU

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/6/2025
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business?

In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are:

1. Honesty
2. Accountability
3. Care
4. Courage
5. Fairness
6. Gratitude
7. Humility
8. Loyalty
9. Patience
10. Presence (focus or mindfulness)

You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business.

Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify ten crucial qualities of high-character CPAs
Recognize why each quality is essential to sustained success in accounting
Select focused questions to evaluate the character of job applicants
Put yourself ahead of the competition if you're applying for a job (Hint: It involves explaining how your high character has consistently delivered positive results)

Instructor:
Bruce Weinstein

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this class include:

  • 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
11/6/2025
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Answer common questions related to the fair presentation and disclosure of cryptocurrency and other digital assets
Recognize common risks and audit techniques relevant to digital records

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • 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
11/6/2025

Strategic Planning for SMEs


Speakers:
William F. O’Brien, MBA, CPA
11/6/2025

By now, we should all understand the ethical obligations we have as CPAs.  So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations.  But, of course, our professional ethics committees still have plenty of cases to investigate.  This session will examine several ethical frameworks, including the AICPA’s Code of Professional Conduct’s and the GAO Yellow Book’s Threats and Safeguards approach to remaining ethical and resolving ethical dilemmas.  The session will present several ethical case studies that illustrate the complexities of and challenges to staying ethical.

By exercising our “ethical muscles”, we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/6/2025
Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight 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). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence. Finally, we will close the course by exploring the audit technology adoption process to help transform resistance into resilience as the industry embraces new technologies. We will learn how to overcome common barriers to deliver a successful implementation.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the impact of Accounting Standards Updates effective in 2025 on financial reporting.
Recall the changes made to PCC processes as a result of the 2024 PCC Review.
Identify potential topics identified by advisory groups in the FASB's ITC agenda consultation.
Identify the components of quality management.
Recall deficiencies identified by the DOL for EBP audits.Recall key projects of the Auditing Standards Board.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • 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).
11/6/2025
The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify at least 7 ways Google information needs to be interpreted to ensure the results are taken in their proper context
Use at least 4 general search engines that complement their use of Google
Recognize at least 5 cluster search engines that group information by topic and discover unexpected relationships between topics
Recall at least 4 privacy search engines that do not store your queries or track your steps on the Internet
Access at least 12 user-generated content search engines that index content-text, videos, images, reviews-created by people, rather than brands

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/6/2025
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

Objectives:
  • Understand the latest enacted tax law changes
  • Understand strategies and techniques to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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
11/6/2025
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course discusses each part of these schedules and explain these new reporting obligations in detail.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the purpose of Schedule K-2 and Schedule K-3
Identify components of each form and the areas which will need to be completed
Distinguish these new forms that affect partnerships and S Corporations
Recall when they must be filed
Determine which taxpayers need to complete these forms

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes

Major Topics:

The major topics covered in this class include:

  • 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
11/6/2025
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.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize specific ways to leverage AI technology in your 1040 tax preparation services.
Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/6/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/6/2025

Power Query and Power BI offer great opportunities for accessing your data and making it more useful in reporting scenarios. Learn how to benefit from these tools in this session.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/6/2025

Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.

In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/6/2025
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations, and shifting societal dynamics. In this course, we will explore the major challenges and opportunities currently facing accountants, and we will equip you with the knowledge and skills needed to excel in this dynamic environment.

Objectives:
  • Understand the key factors shaping the accounting profession today
  • Analyze the challenges and opportunities arising from technological advancements
  • Explore the evolving expectations of clients and stakeholders
  • Navigate the regulatory landscape and adapt to ongoing changes
  • Develop a well-rounded skillset to thrive as a modern accountant

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Accounting (1)

Major Topics:
  • 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
11/6/2025
Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance.
- Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends.
- Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance.
- Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business.
This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Utilize vertical analysis by converting each financial statement line item into a percentage of a base figure, facilitating effective comparisons across different companies and identifying significant financial trends.
Calculate horizontal analysis for review of financial data over multiple periods, to identify notable changes and trends that reflect a company's growth and performance trajectory.
Calculate and interpret key financial ratios, assessing aspects such as profitability, liquidity, and solvency. Gain insights into management performance and business viability, leveraging this analysis to make informed decisions based on real-world financial data.

Instructor:
Eric Knight, CPA, DBA

Fields of Study:
Finance

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/6/2025
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify some of the security risks that affect electronic information
Select cloud storage providers by employing vetting process
Recognize the steps to effectively set up and control cloud storage
Recall ways to add security to individual electronic documents as well as to storage areas that must be controlled

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this course include:

  • Securing individual documents
  • Protecting information resident in the Cloud
  • Securing data stored on or accessed by mobile devices
11/6/2025
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we'll discover what sets ethics apart and, therefore, sets the profession apart as well. We'll explore the tools available, the role of bias, and dive into real life case studies. We'll apply the AICPA's ethical framework and detect where bias was involved in the case studies. We'll even discover that one person set the price tag on their ethics at $53.7 million, only to lose it all in the end.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to:
Understand that ethics is more than just behavior
Apply AICPA requirements and resources related to ethics
Apply the AICPA framework to case studies
Consider the role of bias when facing ethical decisions

Instructor:
Keely Gohl, CPA, CGMA

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this class include:

  • Understanding ethics
  • Available tools to aid in ethical decision making
  • The role of bias in making ethical decisions
  • Application through case studies


11/6/2025
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age.

The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants, and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs.

This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs, and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs.

The course will include cases to promote understanding of the rules.

Objectives:
  • Understand what Required Minimum Distributions (RMDs) are, why they exist, and the accounts to which they apply
  • Recognize the important deadlines for starting and taking RMDs, including the consequences of missing an RMD deadline and how to avoid penalties
  • Calculate RMDs using IRS tables, account balances, and other impacting data
  • Recognize common scenarios where RMDs apply for IRA owners, employer plan participants, and beneficiaries.

Presenters:
Denise Appleby, MJ, APA, CISP, CRPS, CRC
Mike Tucker, Ph.D., LL.M., J.D., CPA

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/6/2025
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.

Objectives:
  • Understand the importance of confidentiality and safekeeping of information in the accounting and finance professions, as outlined by professional conduct rules
  • Identify the potential causes and consequences of a major cybersecurity breach
  • Be familiar with email security best practices to mitigate the risk of phishing attacks and unauthorized access to sensitive information
  • Understand security measures for remote work environments, including securing home networks and being cautious of phishing attempts
  • Recognize the risks associated with IoT devices and public Wi-Fi networks, and implement strategies to mitigate these risks
  • Understand the benefits of using a VPN for encrypting internet traffic and protecting against cyber threats while using public Wi-Fi networks
  • Gain awareness of common phishing scams targeting text messages and phone calls, and learn techniques to identify and avoid falling victim to these scams
  • Appreciate the importance of data loss prevention measures, including data classification, policy development, access controls, and endpoint security
  • Understand the risks associated with third-party file sharing services and cloud storage, and learn best practices for securely sharing and storing sensitive information
  • Recognize the importance of multi-factor authentication and other security measures in protecting against unauthorized access to confidential data
  • Understand the potential risks and ethical considerations associated with the use of artificial intelligence and data profiling in the context of privacy and security
  • Develop a culture of security awareness and cooperation within the organization, including effective communication channels for reporting security incidents and seeking assistance

Presenters:
Mark McCreary, CIPP/US

Field of Study:
Information Technology (2)

Major Topics:
  • 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)
11/6/2025
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.

Objectives:
  • Recognize the prevalence of fraud
  • Grasp the importance of an internal control environment
  • Recognize potential signs of fraudulent behavior
  • See that there are many layers involved in fraud defense
  • Anticipate a new environment ripe for fraudulent claims and reports

Presenters:
Frank Gorrell, MSA, CPA, CGMA

Field of Study:
Auditing (4)

Major Topics:
  • 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
11/6/2025
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on Schedule C, Form 1040. The home office deduction includes typical office-connected expenditures such as supplies, postage, computers, printers, and all the other ordinary and necessary expenses a person would have in connection with running a home office.

The home office tax deduction for the self-employed would cover expenses for the business use of a home, which includes mortgage interest, rent, insurance, utilities, repairs, and depreciation. This program discusses many of the most important issues relating to the deductibility of home office–related expenses.


Objectives:
  • Understand the rules relating to taxpayers who are entitled to deduct expenses associated with a home office

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Bob Lickwar, CPA

Field of Study:
Taxes (2)

Major Topics:
  • 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

11/6/2025
"No one cares how much you know until they know how much you care."
To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that!
This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze how habit influences character.
Recall phases of team work and typical responses to each phase that enhance team performance.
Identify high performing team characteristics and suggestions of effectiveness.
Apply principles to team meetings that maximize productivity and enhance relationships between team members.

Instructor:
Robbie Glantz

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this course include:

  • Virtue ethics
  • Team dynamics
  • Characteristics of highly effective teams
  • Meeting management
  • Team communication
  • Decision making
11/6/2025
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to:
Recall the effects of the rapid move to distance employees
Indicate the factors that make supporting and controlling telecommuters challenging, and
Identify the types of controls to consider for the new geographically dispersed work environment

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this course include:

  • 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.
11/6/2025
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the tax issues related to S corporation owner's basis for shares and loans from formation through operations
Determine strategies of a sale and/or liquidation
Analyze how S corporation losses impact Form 1040 Schedule E-reporting

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/6/2025
ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize the features and benefits of using ChatGPT
Identify practical applications for ChatGPT in accounting, finance and tax

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/6/2025

Collaboration is more important now than ever. In this session, you will learn how to take advantage of today’s collaboration tools to improve accuracy, customer/client service, and organizational efficiency.


Speakers:
Randolph (Randy) P. Johnston
11/6/2025
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations.

Objectives:
  • State the relationship between sustainable growth, core earnings, and company cash flow
  • Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients
  • Identify common behavioral biases which influence how a company spends money

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Management Services (2)

Major Topics:
  • 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
11/6/2025
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients.

Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.

Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.

Objectives:
  • Be well informed on current topics impacting taxes, finance, and industry

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA

Field of Study:
Taxes (1)

Major Topics:
  • Each week’s topics will change based on the most critical issues affecting financial professionals
11/6/2025
This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recall and discuss current items on the FASB agenda
Apply practical strategies in using GAAP alternatives

Instructor:
Chris Harper, CPA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • 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
11/6/2025

This  session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence.  Topics include employee complaints, personality & attitude problems,  performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions.

You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future.  Liability is replaced with credibility.

Lawsuits are then avoided rather than won.  Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders:  “You should have anticipated this” after an avoidable legal claim.


Speakers:
Mike Mirarchi
11/6/2025

Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine.  We then will discuss the formation of an efficient cash management program based on solid banker relationships.  Finally, we will review Ten Steps for keeping your financial toolbox full.


Speakers:
William F. O’Brien, MBA, CPA
11/6/2025

According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.”  CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators.  This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/6/2025

In trying to achieve life balance, various internal and external obstacles arise.  In this course we will look at these obstacles and provide specific ways to overcome them.  In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of  happiness, and your physical health and leisure time pursuits.  You will leave this course with powerful methods and a specific plan to move forward in your life in a balanced, healthy, and productive manner.  Don't forget to take Part 1 of this amazing course.


Speakers:
Jonathan Robinson, MA, MFT
11/6/2025

This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.


Speakers:
Jonathan Robinson, MA, MFT
11/6/2025
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We are seeing changes already as the AICPA has issued 15 new standards since 2019. This program will discuss SASs 134 through 149.

Objectives:
  • Identify and understand the requirements of recently issued SASs and SSARS
  • Develop implementation tips and best practices related to these new standards
  • Implement best practices for enhancing engagement quality

Presenters:
Marci Thomas, CPA

Field of Study:
Auditing (4)

Major Topics:
  • AICPA hot topics and standard setting initiatives
  • Discussion of suite of nine integrated SASs effective for years ended December 31, 2021
  • Discussion of the standard on audit evidence effective for years ended December 31, 2022
  • Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023
  • Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023
  • Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
11/6/2025
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by federal tax law, it's also shaped by social norms. As part of their mission to collect taxes and administer the Internal Revenue Code, the agency utilizes human psychology to achieve their goals. These activities include public identity (using the IRS logo, seal, and symbol), voluntary compliance (using public shaming and the "Wesley Snipes" effect), trust building (using a Taxpayer Bill of Rights), and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to "get into the head" of the agency and better understand the key psychological factors (individual, environmental, social) that drive leading IRS operations and decisions. The course also spotlights the leading issues and pain-points that are currently "top of mind" for the agency and how practitioners can be more mindful in their interactions with the IRS to improve outcomes.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
Highlight the corporate cognitive-culture and psychological foundations of IRS processes, policies, information products and rulingsExplore IRS communication dynamics with taxpayers and tax professionalsUse an "IRS lens" to more rationally and pragmatically interact with the agency

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Behavioral Ethics

Major Topics:

  • Behavioral insights (BI) Primer
  • How and why BI are used by the IRS
  • IRS 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
11/6/2025

Enterprise Risk Management for SMEs


Speakers:
William F. O’Brien, MBA, CPA
11/6/2025

We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/6/2025

Artificial Intelligence (AI) is the hottest topic in technology circles today. And for good reason! AI can help all business professionals – including HR professionals –
work more efficiently and effectively.

AI tools such as ChatGPT, Gemini, and Copilot are proving themselves daily as valuable assets. These tools can help you automate research, draft documents,
summarize emails, analyze Excel data, and even create PowerPoint presentations for you. If you haven't yet explored what today's AI tools can do, you'll want to participate in this session to become more productive and efficient with this very practical technology.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/6/2025
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to ...
Apply best practices when creating your spreadsheets
Determine which controls you need to develop for your spreadsheets
Use controls to build more accurate spreadsheets

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/6/2025
More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We'll also review the recent changes to quality management in Yellow Book. We'll close with a reminder of common deficiencies found in Yellow Book engagements.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Compare the changes to Chapter 5 of Yellow Book.
Recognize common Yellow Book deficiencies.
Recall the independence requirements in Yellow Book.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • Yellow Book engagements.
  • Independence requirements in GAGAS.
  • Quality management in Yellow Book.
  • Common deficiencies found in Yellow Book engagements.
11/6/2025

In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career.  You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.


Speakers:
Jonathan Robinson, MA, MFT
11/6/2025
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Describe the foundational ethical principles contained in the Yellow Book
Indicate the independence requirements, including when performing both audit and non-audit services
Recall the continuing education rules contained in Yellow Book that support ethical principles

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/6/2025
In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space.

Does this sound familiar? If so, this webinar is for you.

This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue.
Recall how we define CFO and advisory services.
Determine which of the three types of CFO/Advisory firms is right for you.
Identify the three systems you'll need to add a CFO/Advisory service to your firm.

Instructor:
Adam Lean

Fields of Study:
Accounting

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/6/2025

For an accounting practice or career to thrive, it must grow and develop. But what about the "Catch-22" of practice development: expertise at anything new requires experience, and experience cannot be attained while you are a non-expert! Or can it? This workshop looks at some of the more popular pathways to practice development (e.g., cybersecurity, client advisory services and cannabis) and considers the drawbacks of reaching too far, too fast.


Speakers:
Albert D. Spalding Jr.
11/6/2025

You only have one chance to make a good first impression.  In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever.  Fortunately, this is an easily learnable skill that can serve you in both business and in life.  People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.  


Speakers:
Jonathan Robinson, MA, MFT
11/7/2025

Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
11/7/2025

Microsoft Office Excel is one of the most widely used applications by accounting and financial professionals. Yet, many remain unaware of new and improved features in Excel and, therefore, fail to reach the level of productivity and accuracy they desire. Further, with new features appearing in Excel provided through Microsoft 365 subscriptions and Excel 2024, it is more important now than ever to get up-to-speed on the world’s most popular spreadsheet!

Make plans now to elevate your Excel skills by participating in this session. You will learn about the newer features available to improve efficiency and accuracy in it. You will also learn about the importance of numerous legacy features in Excel and how you can – and should – continue to use these tools to improve productivity.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/7/2025
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice.

On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142–149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA’s quality management project.

In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Objectives:
  • Review and apply recently issued and proposed FASB and AICPA pronouncements
  • Review and apply guidance within ASC 842, Leases
  • Understand SAS 142 and SAS 145
  • Recall and apply AICPA quality management standards (SQMS 1, SQMS 2, and SQMS 3)
  • Be familiar with other important A&A practice matters you should be aware of
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Presenters:
Jason Carney, CPA, PMP, CISA

Field of Study:
Accounting (4), Auditing (4)

Major Topics:
  • 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
11/7/2025
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit.

Objectives:
  • Understand the attributes of ethics and professional conduct
  • Identify ethical issues that occur every day in the work environment
  • Understand those deliberative, emotional, and social skills that enable a CPA to put their knowledge of the rules into practice in ways that are applicable to any situation
  • Understand CPA Independence issues and professional conduct

Presenters:
Ken Levine

Field of Study:
Regulatory Ethics (4)

Major Topics:
  • 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
11/7/2025
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.

Objectives:
  • Help clients determine how much retirement income is necessary for the desired retirement lifestyle
  • Identify resources available for retirement
  • Explain how budgeting can determine retirement resources
  • Understand how to build the three-legged retirement stool through employer retirement, savings, and Social Security
  • Understand the need for Plan B when the ideal retirement goal is not achievable
  • Explain ways that clients can convert the equity in a home to retirement income
  • Explain how the value of a small business can be converted to retirement income
  • Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples
  • Understand timing regarding the use of taxable retirement funds and nontaxable funds, as well as strategies to minimize income tax on Social Security
  • Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings, and bonds in retirement planning
  • Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles

Presenters:
Michael Frost, CPA

Field of Study:
Specialized Knowledge and Applications (4), Taxes (4)

Major Topics:
  • 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
11/7/2025
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

Objectives:
  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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
11/7/2025
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of “practice tips for new reviewers” and is updated for impacts of newly enacted legislation.

Objectives:
  • Expand the process involved in reviewing applicable tax returns
  • Identify the most common areas that result in errors
  • Document a review, including consideration of risk management

Presenters:
Sue Smith, CPA

Field of Study:
Taxes (8)

Major Topics:
  • Reviews of portions of error-prone “staff-prepared” Forms 1120-S and 1065 from client-provided information
  • Be aware of legislative changes
  • How to reduce input errors. When and how to rely on third-party data import software
  • What are common errors preparers make and what are the areas generating malpractice claims?
  • Initial administrative groundwork
  • The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review
  • Overview of new Schedules K-2 and K-3
  • Don’t fall prey to reporting oddities
  • When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065?
  • Form 1120-S – What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding “open debt”; the default method of calculating basis versus the election under §1367; can an S corporation distribute earnings and profits from C corporation years?
  • Form 1065 – New tax reporting requirement for partners’ capital balances
  • Why use §704(b) to maintain capital accounts; §704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of §754 step-up in basis rules
  • Discussion of more complex transactions included in corporate structures
  • Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return
11/7/2025
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 and additional tax rules applicable to not-for-profits.

Objectives:
  • Complete Form 990 to advise clients with respect to the tax rules relating to public charities

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Helen Cheng

Field of Study:
Taxes (4)

Major Topics:
  • 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 
11/7/2025
This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the capabilities and features of GPT Vision to enhance the understanding of how AI can analyze visual content in financial contexts.
Recognize the unique advantages of using visual data analysis over traditional text-based data processing in accounting practices.
Access GPT Vision tools to analyze financial screenshots and documents effectively.
Analyze various types of financial and operational images to extract meaningful insights that can influence decision-making processes.
Evaluate the effectiveness of integrating ChatGPT with Google Maps and Google Earth for spatial analysis in financial and strategic contexts.
Create strategies using descriptive, diagnostic, predictive, and prescriptive analysis techniques to address complex financial challenges using visual data.
Apply learned photo capturing techniques to produce high-quality images that maximize the accuracy and relevance of financial data analysis.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/7/2025
This series includes four 2-hour consecutive Friday sessions, airing live beginning November 7, for a total of 8 CPE.

Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.

You receive significant savings when purchasing these webinars as a bundle.

The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Objectives:
After attending this presentation, you will be able to...Week 1 - Comprehend the process to determine the cost of quality within your organization. Recognize why quality matters and is so valuable.Week 2 - Recognize that lies are a part of human nature. Identify and unearth lies to help uncover the truth.Week 3 - Identify key fraud indicators and red flags within organizational processes. Implement strategies to build a strong anti-fraud culture. Week 4 - Appreciate newer duties and roles of today's leaders and the skill-sets required to succeed.

Instructor:
Various Instructors

Fields of Study:
Finance
Business Management & Organization
Auditing

Major Topics:

The major topics that will be covered in this course include:

All times listed are Eastern Time Zone

Week 1: CFO Series: Quality is Free– But How do We Measure the Cost?

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, November 7, 11:00 am

Description: Customers demand quality. We expect quality in what we do and in what we consume. In 1985, Philip Crosby told us that quality is free. We will examine Crosby's statement and look at the four aspects of the cost of quality - prevention, appraisal, internal failure, and external failure. What are the true costs associated with each of these elements? How can we determine how each aspect can be measured? We will test the adage that an ounce of prevention is worth a pound of cure to see if this 16:1 relationship holds true. Quality matters, and we need to know how to evaluate the true cost of quality and what the value is.

 

Week 2: CFO Series: Recognizing Lies: How to Detect and Prevent?

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Don Minges, MBA

Date: Friday, November 14, 11:00 am

Description: Trust is the glue that binds all relationships. Regardless, humans tell lies; a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How can you properly interpret the cues? How can you protect yourself from lies? This class will discuss how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth.

 

Week 3: CFO Series: Proven Methods to Detect and Prevent Fraud

CPE: 2

Field of Study: Auditing

Discussion Leader: Rob Berry, CPA

Date: Friday, November 21, 11:00 am

Description: Fraud impacts over 80% of all organizations, costing over $10 billion annually. Do you aim to fortify your organization, or your client's, against fraud risks? This seminar will address how to instill a robust anti-fraud culture and give you the tools needed to proactively prevent, detect, and manage fraudulent activities. Prevention is vital for success. Do not wait to protect the organization

 

Week 4: CFO Series: Re-inventing the Modern CFO: How to Adapt?

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Bob Mims, CPA

Date: Friday, November 28, 11:00 am

Description: The role of today's financial leader, including CFOs, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, case studies, and practical exercises, participants will explore the diverse roles of today's CFO as innovation champions, technology evangelists, leaders, and change agents, leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will give you the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.

11/7/2025
A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the cybersecurity threats and vulnerabilities most relevant to finance and compliance roles.
Interpret key terms, technologies, and strategies, including zero trust, ransomware, and Advanced Persistent Threats (APTs).
Identify how emerging threats like deepfakes and supply chain vulnerabilities impact financial operations.
Integrate cybersecurity strategies with compliance requirements such as SOX, PCI DSS, GDPR, and CCPA.
Apply risk management principles to quantify cybersecurity risks and determine ROI on security investments.
Ensure readiness for audits by aligning cybersecurity practices with compliance objectives.
Outline the essential components of an effective incident response plan tailored to finance and compliance teams.

Instructor:
Dr. Kenneth W. Cooper, DCS, CISSP

Fields of Study:
Information Technology
Specialized Knowledge

Major Topics:

The major topics that will be covered in this course include:

  • 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
 

11/7/2025
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Distinguish the financial accounting and tax aspect of S corporation and partnerships with special emphasis on accounting for capital accounts

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Accounting

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/7/2025
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place.

This one-hour webinar includes an overview of Aristotle's virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually and organizationally and its impact on individual, organizational and world wellbeing.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this course, you will be able to...
Identify behavioral ethics and how our behaviors impact the world around us.
Recognize what is meant by professionalism and its relationship to ethics.
Recall benefits and obstacles to Compassion.
Identify causes of bad gossip and ways to minimize impact in the workplace.
Recognize the importance of gratitude in our daily lives at work and at home.

Instructor:
Robbie Glantz

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this course include:

  • Overview of Virtue Ethics and the Common Good
  • Professionalism
  • The Virtue of Compassion
  • Gossip in the Workplace
  • Gratitude
11/7/2025
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

Objectives:
After completing this course, you will be able to:
Recognize the foundational principles of SSARS.
Identify the new requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
Indicate processes to achieve high-quality SSARS engagements.

Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • 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.
11/7/2025

Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.


Speakers:
Mike Mirarchi
11/7/2025

The best leaders are always ethical. Every great leader has heart and readily shows that they care. What is the true value of a trustworthy leader? Why do we need trustworthy leaders? How do we examine ethical issues - what is the process? Trust provides a safety net that enables innovation to flourish. Be the best leader you can be by caring about others and remaining ethical.

Ethics is fundamentally how we treat others. Do we measure up to that standard?


Speakers:
Don Minges, MBA
John Levy, MBA, CPA
11/7/2025

Storytelling makes wisdom stick.


Speakers:
William F. O’Brien, MBA, CPA
11/7/2025

Many practitioners dealing with government and not-for-profit issues are asked to serve as expert witnesses in courts of law or other adjudicatory venues.  This session will discuss key issues you need to know when you are asked to serve in this capacity, including:

  • Applicable standards and other engagement acceptance considerations.
  • Preparation requirements and techniques.
  • Dos and don'ts of testifying.
  • Avoiding commons traps and tricks designed to undermine your effectiveness.

The session will conclude with a “mock cross-examination” with participants serving as the jury to identify what our witness does right and what he does wrong.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/7/2025

Many employees with ADHD struggle with productivity. It’s heart-breaking to feel you have to let a team member go due to lack of performance. This course is for HR Professionals and Team Leaders who want more tools in their tool belt to help improve retention with ADHD team members. You will learn whole brain strategies to help your team members with ADHD improve performance, so they can not only survive but thrive. This innovative science-based approach is designed to help people with ADHD get more done in less time with a process designed with their creative brain in mind.


Speakers:
Christine Wilson, LPC
11/7/2025
Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the key features to look for in e-signature software.
Distinguish between the features of top selling e-signature applications.
Recognize best practices for deploying e-signature software.

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this course include:

  • 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.
11/7/2025
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall evaluating long-lived assets for impairment.
Recognize unique valuation considerations with customer receivables and inventory.
Assess accounting and disclosure considerations related to insurance claims.
Recognize other matters, such as lease terminations, debt compliance and more!

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting

Major Topics:

The major topics that will be covered in this course include:

  • Current and noncurrent asset impairment.
  • Insurance claims and related recoveries.
  • Debt and liquidity issues.
  • Government assistance and relief.
  • Subsequent Events.
  • Lease modifcations.
  • Other matters.
11/7/2025

It is virtually impossible to pick up the daily newspaper and not find an article on some type of fraudulent event. In the wake of the “Era of Fraud, Waste and Excess,” one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case.  Is there really more fraud or is there simply more fraud awareness?  The harsh reality is that it is a little bit of each.  Not only has fraud worldwide reached a level of over $7.0 billion in lost  revenue but savvy C-level executives now realize that it could happen to their companies—very easily. When you put these facts together, it adds up to a completely new era of vigilance.


Speakers:
William F. O’Brien, MBA, CPA
11/7/2025

The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023).  It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow.  It covers:

  • How to establish fraud risk management governance.
  • How to conduct rigorous fraud risk assessments.
  • How to design and implement fraud control activities.
  • How to establish reporting mechanisms and investigative procedures.
  • How to monitor the overall fraud risk management program.

Fraud risk can be managed.  All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/7/2025

OneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.


Speakers:
Connie Clark
11/7/2025

Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here!

Participate in K2’s Getting Started With Artificial Intelligence to learn to use today’s AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/7/2025
Customers demand quality. We expect quality in what we do and in what we consume. In 1985, Philip Crosby told us that quality is free. We will examine Crosby's statement and look at the four aspects of the cost of quality - prevention, appraisal, internal failure, and external failure. What are the true costs associated with each of these elements? How can we determine how each aspect can be measured? We will test the adage that an ounce of prevention is worth a pound of cure to see if this 16:1 relationship holds true. Quality matters, and we need to know how to evaluate the true cost of quality and what the value is.

Objectives:
After attending this presentation, you will be able to...
Comprehend the process to determine the cost of quality within your organization.
Recognize why quality matters and is so valuable.

Instructor:
Brian Maturi, MBA, FCA

Fields of Study:
Finance

Major Topics:

The major topics that will be covered in this course include:

  • What do we mean by quality?
  • Why does quality pay off?
  • Total quality management, including lean and six sigma.
  • The four elements of the cost of quality.
  • Practical prevention activities.
  • The necessity of appraisal and why quality cannot be inspected into a process.
  • Sources of internal failure and other sources you may not have considered.
  • External failure and the hidden costs of 'shortcuts'.
  • Creating an effective and actionable cost of quality report.
11/7/2025
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the purpose of a walkthrough.
Perform proper procedures while conducting a walkthrough.
Identify red flags that may arise while performing walkthrough procedures.

Instructor:
Jaclyn M. Veno, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • Review of audit procedures.
  • Documentation requirements.
  • Real world examples of red flags that may arise.
11/7/2025
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Select the capabilities of Microsoft 365 to enhance operational efficiency.
Determine best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for your organization's unique needs.

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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


11/7/2025
Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence.

Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the comprehensive functionalities of Power BI Report Builder necessary for designing advanced paginated reports.
Recall the steps for publishing and sharing paginated reports created in Power BI Report Builder.
Distinguish between the different report design choices to enhance the overall readability and user engagement in Power BI Report Builder.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/7/2025
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators."

This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze the Role of IRS Criminal Investigation (CI)
Assess the Historical Development of IRS CI
Identify Key Investigative Techniques and Tools
Recognize the Importance of IRS CI's Work
Assess the Training and Development of CI Agents
Recognize the Process of Tax Fraud and Money Laundering Investigations

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/7/2025

Ethics is grounded in leadership and the finest leaders are always ethical. Every effective leader is ethical, in words and actions. The best leaders communicate effectively. Being trustworthy is more than being honest and fair. In today’s turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated - we all want to work for, and with, an ethical leader.


Speakers:
Don Minges, MBA
Bob Mims, CPA
11/7/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/7/2025

You have more to do than time to do it. When you finally find the time, distractions steal it away again. As a leader with multiple layers of demands on your time, how can you possibly get it all done? In this course, I will help you learn practical productivity strategies so you can tame your to do list and multiply your time. It’s just wrong for a to-do list to rule your life. Learn how to take back your time…and your life.


Speakers:
Christine Wilson, LPC
11/7/2025
The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit.

This webinar, based on ethical principles and values, is designed to look at the fundamental relationship skills that foster workplace civility. Understanding that workplace civility is far more than manners, we will dive into behaviors that help promote a workplace where each individual feels respected and valued.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the concepts of respect, inclusivity and compassion and behaviors that foster these concepts
Address potential obstacles/ challenges and ways to navigate
Determine when to give the benefit of the doubt if appropriate
Apply listening skills
Reflect on your own behaviors and how you can contribute to civility at work and at home

Instructor:
Robbie Glantz

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
    • Accountability

 

11/7/2025
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.

Objectives:
  • Understand how to file a simple gift tax return

Presenters:
Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/7/2025
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will provide a brief overview of digital assets. This will be followed by a discussion of the rules regarding the documentation required when claiming a charitable contribution of digital assets. This course will also cover recent IRS publications and cases discussing taxpayers whose deductions of digital assets charitable gifts was scrutinized.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize what constitutes digital assets.
Determine the differences between cryptocurrency and NFTs.
Identify the IRS forms needed to report digital asset contributions.
Calculate the value of the contribution.
Compare differences in required substantiation based on the amount of the contribution.
Recall the latest rulings by the Treasury Department and courts on these contributions.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/7/2025
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We will also discuss the impact of more recent legislation on construction taxation, including changes to net operating losses and the AMT rules. This is a critical presentation “tailor-made” for CPAs who either work for or represent construction contractors.

Objectives:
  • Recognize the impact recent tax legislation has had on the construction industry
  • Identify when the cash method of accounting may be used for long-term contracts
  • Recall the authoritative source of the Internal Revenue Code (IRC) impacting the construction industry in general and long-term contracts in particular
  • Recognize how the IRC impacts specialized sectors of the construction industry, such as homebuilders and residential construction
  • State how a contractor qualifies for the small contractor exemption and the advantages it presents the contractor
  • Recognize the different methods of income recognition from long-term contracts available when the contractor qualifies for the small contractor exemption
  • Identify the qualifications for the 10 percent deferral election
  • Identify the major differences regarding cost capitalization rules between U.S. GAAP, exempt contracts, and nonexempt contracts
  • Recognize the five basic rules concerning cost allocation for tax purposes
  • Recognize how the alternative minimum tax impacts the construction industry
  • Identify ways to reduce the impact of the alternative minimum tax
  • Recognize the issues involved with the “look-back” provisions
  • Recognize the issues involved in determining a worker’s status as an employee or independent contractor and how this determination impacts the construction industry
  • Recognize the key provisions of “FIN 48” and how it specifically impacts the construction industry
  • Identify the most commonly missed tax strategies for contractors

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (4)

Major Topics:
  • 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 §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
11/7/2025
The Internal Revenue Code (IRC) requires entities making certain types of payments, including business payments to contractors, to file information returns with the IRS. Information returns are intended to improve voluntary compliance with tax law by providing information about potentially taxable transactions to the IRS and taxpayers. A payment settlement entity (PSE) must file Form 1099-K for payments made in settlement of reportable payment transactions for each calendar year.

Objectives:
  • Understand the tax return treatment of the Form 1099-K, a form that millions of taxpayers will receive and/or send in 2025

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Karen Davis, EA, MBA, Ph.D.

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/7/2025
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify key questions to ask your clients before making an S election to help them stay proactive and make the best entity choice
Determine proactive measures you can take as an accounting professional to help your clients stay compliant with S Corp regulations
Evaluate scenarios for cash management when reasonable compensation has not been paid, but should have been
Recognize complications and penalties, and leverage early detection to mitigate risks of late payroll tax deposits
Illustrate nuances related to health insurance and reasonable compensation, including vision and dental benefits, to optimize tax planning strategies

Instructor:
John Morse, CPA

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/7/2025
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Evaluate lesser-known but powerful Excel functions
Categorize your level of intellectual curiosity as you unearth ways to utilize Excel in manners you may not have previously considered
Assess your mindset of professional skepticism that helps you explore the edges of Excel's capabilities

Instructor:
Chris Harper, CPA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this class include:

  • 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
11/7/2025
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Objectives:
  • Understand the CPA’s role in the beginning of the transaction and throughout the process
  • Identify the different tax consequences for various forms of acquired businesses
  • Identify the tax consequences for sellers of various forms of businesses, including the impact of the net investment income tax (NIIT) and the §199A pass-through deduction
  • Appreciate §338 and §338(h)(10) elections and the benefits of installment sales
  • Understand the impact of §§751, 743, 734, and 754 on the purchase or sale of a partnership

Presenters:
Michael Frost, CPA

Field of Study:
Taxes (4)

Major Topics:
  • 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 – §338 and §338(h)(10)
  • The impact of the §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 §199A pass-through deduction on the tax due on the sale of a pass-through entity
  • Individually owned goodwill
11/7/2025
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities.

Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to ...
Identify which lookup function works for your needs
Distinguish the difference between the many lookup functions
Recall how to effectively utilize Excel's lookup functions

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:
  • A review of the various lookup functions, beyond VLOOKUP
  • Learn 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 / HLOOKUP
    • XLOOKUP
    • MATCH / INDEX
    • XMATCH
    • INDIRECT
    • FILTER
    • SORT / SORTBY
    • UNIQUE
  • An overview of some newer functions
11/7/2025
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify new requirements related to audit reporting and required by-product communications
Recall core concepts fundamental to obtaining sufficient and appropriate audit evidence in compliance with recently-issued auditing standards
Recognize recent clarifications and enhancements made to improve the quality of the risk-based audit process
Recall significant new requirements through SAS 149

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • 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 

11/7/2025

The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
11/7/2025

The staggering volume of accounting scandals is a scandal. What has happened and what were the root causes? Why do many financial professionals choose to do the wrong thing? What has been the cumulative impact on the profession? What can we do to enhance our professional reputation? We will discuss the many "fixes" imposed to address previous accounting scandals, including COSO; were they effective? We must understand that accounting fraud is prevalent and what should we look out for? Be aware. We do not want history to repeat itself.


Speakers:
Don Minges, MBA
Tracy Cooper, CPA
11/7/2025

Most productivity planners could have been made in 1975. However, we have learned more about the brain in the last 5 years than in the last 500!  If productivity involves filtering out distractions, focusing, and executing on what is most important, shouldn’t there be a brain-based approach that incorporates the new science to help your organization fight distractions and find time? 

Yes, there should be, and now there is! 

It is time for a new productivity for the new world. In this course, you will learn science-based whole brain approach to help people across your organization boost focus, energy, and motivation toward what matters most so they can increase their opportunity to achieve your organizations most important goals.


Speakers:
Christine Wilson, LPC
11/7/2025
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.

This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm’s profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.


Objectives:
  • Create and implement a client retention strategy
  • Create content to educate clients
  • Track customer retention metrics
  • Leverage employee engagement with clients
  • Map your customer journey
  • Understand the role of technology in improving client retention

Presenters:
Jason Cornell, Esq.

Field of Study:
Business Management and Organization (1), Communications and Marketing (1)

Major Topics:
  • 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
11/7/2025
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize changes that are occurring because of AI.
Recall specific control types that have changed.
Identify ways AI will strengthen controls.

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • 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.
11/7/2025
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability, and growth. It also provides hands-on training for implementing these techniques in real-world scenarios.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the core functionalities of ChatGPT and its applications in business advisory services
Analyze accounting firm challenges using a variety of enterprise evaluation methodologies
Develop strategies to overcome identified challenges and enhance profitability and growth using ChatGPT
Evaluate the efficiency of these strategies in real-world contexts
Create innovative solutions leveraging ChatGPT for unique business scenarios

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics covered in this course include:
  • 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
11/7/2025

Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.


Speakers:
William F. O’Brien, MBA, CPA
11/7/2025

This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit.  The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit.  Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed.  Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet.  Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions.  Were the auditors just sloppy, ignorant, negligent?  Or were they active participants in producing fraudulent financial statements?  You be the judge.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/7/2025
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the impact of GASB 100 and 101 on financial reporting for governments.
Analyze the impact of standards effective in 2024.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • New GASB standards:
    • GASB 100, Accounting Changes and Error Corrections.
    • GASB 101, Compensated Absences.
  • Practical case studies. 
 
11/7/2025

A chain is only as strong as its weakest link.  The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor.  Leave our interactive and entertaining session with insight for developing and sustaining the best team you can possibly assemble.  The four elements in this process are (1) development, (2) leadership, (3) hiring and (4) environment.  Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success and the negative impact of Leadership’s Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output and results.  


Speakers:
William F. O’Brien, MBA, CPA
11/7/2025

Numbers and especially the digits within those numbers can conceal a lot of information.  Benford's Law and other digital analysis techniques can be the keys to unlocking that information.  This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data.  Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques.  But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators.


Speakers:
David L. Cotton, CPA, CFE, CGFM
11/7/2025
When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new partner’s inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.

Objectives:
  • Determine the amount of a Section 754 basis step-up
  • Know how to allocate the basis step-up to the partnership's assets
  • Know how a partnership makes a Section 754 election and reports it to the IRS

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Bob Lickwar, CPA

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/7/2025
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending the presentation, you will be able to
Determine the situations, circumstances, and people where you avoid difficult conversations
Identify where you are making up a story about the situation
Distinguish where you are creating obstacles

Instructor:
Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman

Fields of Study:
Personal Development

Major Topics:

The major subjects that will be covered in this course include:

  • Awareness of your mindset entering the conversation
  • Tactics to build a pool of meaning
  • Clarity around story telling
  • Biggest mistakes to avoid
11/7/2025
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the key features to evaluate in password management apps
Recognize the important role password management apps play in your cybersecurity protection
Distinguish between the features of top selling password management apps

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this course include:

  • 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
11/7/2025

Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
11/7/2025

Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.


Speakers:
Don Minges, MBA
11/7/2025
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Discuss generally accepted audit requirements related to testing controls for operating effectiveness
Explain how to evaluate the results of a control reliance test for operating effectiveness
Describe the use of Service Organization Control (SOC1) Reports on a financial statement audit
Identify the impact of a control reliance strategy on a detailed audit plan

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing

Major Topics:

The major topics covered in this class include:

  • 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

11/7/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsIdentify and recall key compliance issuesIdentify and recall significant issues in the taxation of retirement distributions

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/8/2025

The Art of Accountability is a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in todays fast-paced work environment. 


Speakers:
Summer Jelinek
11/8/2025

OneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.


Speakers:
Connie Clark
11/8/2025

Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?


Speakers:
Don Minges, MBA
Bob Mims, CPA
11/8/2025

Perhaps the most important element of the budget process is its communication.  If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.  This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.


Speakers:
Bob Mims, CPA
11/8/2025
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

Objectives:
  • Understand the major issues on which taxpayers and the IRS are in conflict
  • Understand recent IRS guidance and legislation impacting pass-through entities

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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, §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 §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 §1031
11/8/2025
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed.

However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.

Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

Objectives:
  • Understand, apply SSARS No. 21, Clarification and Recodification
  • Be familiar with changes due to the issuance of SSARS Nos. 22-26
  • Be familiar with compilation and review program examples and disclosure illustrations
  • Identify and apply compilation, preparation, and review procedures
  • Be aware of the most recent compilation and review reports and other communications
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Presenters:
Ken Levine

Field of Study:
Auditing (8)

Major Topics:
  • 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
11/8/2025
Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence.

The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact.

By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply advanced features of Power BI Desktop to optimize data visualization and report customization.
Determine the most effective visualization techniques for various data sets by exploring the range of available options in Power BI.
Choose appropriate visuals and tools within Power BI to enhance the storytelling aspect of data analysis.
Use Power BI's interactivity features to create dynamic, engaging, and user-responsive data reports.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/8/2025
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of this course, we will also walk through real world examples of individuals and companies faced with these dilemmas.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending the presentation you will be able to...
Define integrity and objectivity as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.
Have the ability to identify situations where the CPA may be susceptible to subordinating his/her judgment to a client or employer.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics covered in this class include:

  • AICPA Code of Conduct: Integrity and Objectivity
  • Case Study: Mortgage crisis of 2007-2010
  • Case Study: World Com

11/8/2025

Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. 

Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/8/2025
One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee's investment and connection to their place of work.

For all the HGTV lovers out there, this session mirrors a television show where an individual/family must decide if they want to stay in their current home (after renovations and home improvements) or move to a new space. This webinar title seems apt in describing the current issues around engagement and retention. When an employee chooses to "love it" or stay with their current employer, it typically means they are engaged in their work and they feel seen, heard and valued- they are content. Conversely, the notion of "leaving it" typically symbolizes an employee who cannot wait to get out of their current job. These employees often have negative attitudes and/or behaviors at work.

The purpose of this webinar is to recognize the significance of attracting and retaining employees, building your brand as an employer of choice and developing a culture where individual employees feel valued, cared for and ultimately engaged, all though an ethical lens.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the importance of virtue ethics and its impact on engagement and retention.
Select ways to determine the engagement level of an employee/pulse checks
Identify ways to enhance employee commitment and satisfaction.
Determine ways to help employees feel seen, heard and valued.
Identify Generation X values in order to attract and retain this growing segment in the workplace.

Instructor:
Robbie Glantz and Jennifer Sullivan

Fields of Study:
Behavioral Ethics
Personnel/Human Resources

Major Topics:

The major topics that will be covered in this course include:
  • Ethical Values and Engagement and Retention
  • Enhancing Employee engagement
  • Strategic/Intentional Actions to Enhance Retention
  • Generation X
11/8/2025

Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?


Speakers:
Bob Mims, CPA
11/8/2025

You may have read all sorts of stories in books about how bad people steal and make their coworkers and organizations miserable.  Come hear veteran Internal Auditor Rob Berry and veteran CFO John L. Daly discuss situations they have seen in the real world.  


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
Rob Berry, CPA
11/8/2025

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/8/2025
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Discuss common financial statement disclosures for small- and medium-sized nonpublic entities
Describe critical information useful to financial statement readers for making economic decisions
Explain results of operations through information that supplements the face financial statements

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • 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

11/8/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze the roles, responsibilities, and key skills required for forensic accountants.
Evaluate the ethics in forensic accounting and strategies for ethical decision-making.
Prepare clear, concise, and objective expert reports, including understanding their components and best practices.
Conduct thorough investigations, gather evidence, and write accurate and detailed investigation reports.
Critique investigation reports and economic damage calculations through real-world examples and case studies.

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/8/2025
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take."

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the opportunities to leverage the power of ChatGPT into your client advisory services
Recognize the key concepts and nomenclature related to ChatGPT and generative AI
Develop specific applications for ChatGPT in your client advisory service

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Specialized Knowledge

Major Topics:

The major topics covered in this course include:

  • 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
11/8/2025

Are you looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the third installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect. 

In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.


Speakers:
Jon Melloy
11/8/2025

How good are you with the technology you use daily?  What new technology tools are available that could save you time and make you more effective?  Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you!

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends.  Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/8/2025

We all are busy, pressed for time and we strive to do as much as we can – as fast as we can. This is our world.  However, there are times when we should stop and think. When we do not analyze (one of our many talents) this inaction causes problems. We will review the penalties of moving too fast. Let’s learn from the mistakes of others.


Speakers:
Don Minges, MBA
Chuck Gallagher
11/8/2025

The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. 


Speakers:
Bob Mims, CPA
11/8/2025
The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to complex queries related to financial audits, tax planning, and employee benefits. It emphasizes the importance of balancing technical financial knowledge with effective communication skills to address diverse stakeholders' needs in various scenarios, from internal team discussions to client consultations.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Select ChatGPT for efficient budget negotiation and allocation.
Distinguish strategies for compensation and benefits discussions.
Recognize financial performance issues, including layoffs, with sensitivity.
Indicate the financial and HR implications of mergers and acquisitions.
Distinguish compliance with financial and employment laws.
Identify crisis management strategies in financial downturns.
Select performance management systems aligning with financial goals.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • Complex and nuanced communications related to:
  • 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
11/8/2025
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply guidance of the "big picture" of qualified deductible expenses and strategies and guidance on what to do and when to do it

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/8/2025

Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras and doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease and suffers from misdiagnosis and subsequent improper treatment. Similarly, managers, auditors, and investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed.


Speakers:
Daniel Porter, CFE
11/8/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/8/2025

What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?


Speakers:
Bob Mims, CPA
11/8/2025

Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.


Speakers:
Don Minges, MBA
11/8/2025

Business ethics is not just something “nice to do” but can mean the difference between success, failure, and survival in today’s increasingly competitive environment.  This seminar outlines steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions.


Speakers:
Don Minges, MBA
Richard A. Karwic, MBA
11/8/2025

The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively.  This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods.  This program starts fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features.  Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.  

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/8/2025
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize how to manage risk associated with audit and non-audit services and changing professional, technical, regulatory, or ethical requirements

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • Recent quality improvements to the SASs and SSARs
  • Other matters that should be on your radar

11/8/2025

In trying to achieve life balance, various internal and external obstacles arise.  In this course we will look at these obstacles and provide specific ways to overcome them.  In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of  happiness, and your physical health and leisure time pursuits.  You will leave this course with powerful methods and a specific plan to move forward in your life in a balanced, healthy, and productive manner.  Don't forget to take Part 1 of this amazing course.


Speakers:
Jonathan Robinson, MA, MFT
11/8/2025

Are you  looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the second installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect.

In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. 

This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.


Speakers:
Jon Melloy
11/8/2025

In today’s business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization’s bottom line and your management team’s personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans - this session will help you understand the issues and get it right the first time.


Speakers:
Don Minges, MBA
11/8/2025

We encounter pressure from many varied sources every day. We will focus on one of the more overlooked areas where fraud can be found.  Employees respond to pressure, and sometime the pressure leads to unethical actions. Where should you look and what should you look for? Risk assessment is not something ‘nice to do’, but it is required for internal audits, external audits, and every leader. If you are in a leadership position, learn where to look?


Speakers:
Don Minges, MBA
Gary Zeune, CPA
11/8/2025

We believe in fairness. When others do wrong, and their action hurts us - the natural reaction is to fight back and seek retribution. Simple human nature and we are all human. We want fairness and want to fight back, but this is one of the toughest ethical dilemmas we all face.  What should we do and what we do are not always the same. What if being nice, or specifically being a positive best version of yourself, makes you a more effective leader?   Ethical leadership is effective leadership.  That’s what Dr. Cohen, noted psychologist, transformational speaker, executive coach, and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen’s work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect.  In this webcast we will discuss Dr. Cohen’s path to this work, what the Heliotropic Effect is, and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.


Speakers:
Don Minges, MBA
Bob Mims, CPA
11/8/2025

This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling.  From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies.   This course stands on its own but is part two of a four part budget mastery series.


Speakers:
Bob Mims, CPA
11/8/2025

Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. 

HR Professionals walk a tight rope of being strong, but not aggressive, polite, but not a push over. It is exhausting!

In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch.
 


Speakers:
Summer Jelinek
11/8/2025
This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses!

Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify what a CFO/Advisor does
Determine whether you're qualified to provide CFO/Advisory services
Recognize how to make $6k on the side per month with just 3 clients
Package, price and market your CFO/Advisory services
Deliver an advisory service in less than 4 hours per month per client

Instructor:
Adam Lean

Fields of Study:
Accounting

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/8/2025

Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand.


Speakers:
Kelly Simants, SHRM-SPC
11/8/2025

Artificial Intelligence ("AI") can do and does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises and how to prevent them from having an adverse impact. We must be more diligent and aware of the ethical issues.  AI has severe ethical pitfalls that we should understand clearly. AI is here to stay and we must understand how to mitigate the ethical issues.     


Speakers:
Don Minges, MBA
Tracy Cooper, CPA
11/8/2025

Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes.  By attending this session you'll learn what the eight biggest threats are to your business and uncover the three pillars of cybersecurity that you can build your firm's defense around.


Speakers:
Jon Melloy
11/8/2025

It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.


Speakers:
Bob Mims, CPA
11/8/2025

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.


Speakers:
Connie Clark
11/8/2025

You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you.  This is a great and fun course on its own, but is also part three of a four part series on budget mastery.


Speakers:
Bob Mims, CPA
11/8/2025

Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself
consistently taking care of everyone else with no time left to take care of you?

In this session, we dive into controlling your chaos and managing your energy. Make no mistake, this isn't your father's time management class. It’s an energy management class developed on behalf of and with tired, frustrated, and burned out HR professionals like yourselves! If you find yourself drained and drinking far too much coffee, this is the session for you!


Speakers:
Summer Jelinek
11/9/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/10/2025

Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
11/10/2025
This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment.  How should you handle these issues?  We will detail a better thought process to help you avoid ‘crossing the line.’ 

Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!


Speakers:
Bob Mims, CPA
Rob Berry, CPA
11/10/2025
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and does not require auditors to do. Updated for the 2024 Yellow Book revision, the course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of the Yellow Book.

Objectives:
  • Thoroughly understand the requirements of the Yellow Book and how they relate to the AICPA and single audit requirements
  • Apply the Yellow Book in an effective and efficient manner
  • Save time by understanding what the Yellow Book does and does not require auditors to do

Presenters:
Charlie Blanton, CPA

Field of Study:
Auditing (Governmental) (4)

Major Topics:
  • 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
11/10/2025
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Objectives:
  • Expand the process involved in reviewing applicable tax returns
  • Identify the most common areas that result in errors
  • Document a review, including consideration of risk management


Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (8)

Major Topics:
  • Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions
  • Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan
  • What are common errors preparers make and what are the areas generating malpractice claims?
  • The importance of engagement letters, questionnaires, and §7216 permission statement
  • Initial administrative groundwork
  • Identifying organizing issues in the tax return to be reviewed
  • Avoiding “willful blindness.” Handling ethical and moral dilemmas
  • Efficient review of certain advanced issues for income, adjustments, deductions, and credits
  • Effective procedures for delinquent clients, filing past-due tax returns
  • First-time client issues requiring extra scrutiny
  • Multiple checklists of efficient procedures to identify potential issues on a 1040 return
  • Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients
  • Reconciling time pressure with thoroughness and quality control
  • Professionals acting professionally
11/10/2025

Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services.



In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.


Objectives:
  • Identify key provisions of recently issued SASs
  • Identify the current year changes to the rules and regulations affecting 401(k) plans
  • Understand the most common compliance issues encountered in 401(k) plan audits, pitfalls to watch out for, and strategies to ensure compliance
  • Perform efficient and effective procedures associated with planning, internal controls, risk assessments, and detailed audits
  • Explain the documentation and procedures related to plan mergers and acquisitions
  • Discuss the best practices associated with advanced audit areas, including participant loans, payroll, compensation, and investments
  • Understand the risks associated with a benefit plan audit engagement

Presenters:
Melissa Critcher, CPA, PC

Field of Study:
Auditing (8)

Major Topics:
  • Audit requirements for ERISA §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
11/10/2025
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

Objectives:
  • Understand the major issues on which taxpayers and the IRS are in conflict
  • Understand recent IRS guidance and legislation impacting pass-through entities

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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, §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 §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 §1031
11/10/2025
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment.

This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.

Objectives:
  • Understand how to integrate a budget, strategic plan, and forecast into one system
  • See how the integrated plan helps the organization
  • Identify how planning causes greater accountability for the company
  • Perform various EVA and cash flow analysis in capital planning
  • Understand how to make planning more politically acceptable in the organization


Presenters:
Art Pulis, MBA

Field of Study:
Management Services (4)

Major Topics:
  • 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

11/10/2025
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Compare and contrast LLCs and S Corporations to determine suitability for various clients.
Analyze LLC structures and their tax implications.
Compare the interplay of LLCs and S Corporations with self-employment tax.
Prepare Form 2553 for electing Subchapter S status and identify relief options for late filings.
Analyze Rev. Proc. 2022-19 and Rev. Proc. 2023-3, and understand their differences and applications under I.R.C. 1361 and 1362.
Identify and address S Corporation eligibility errors and implement corrective measures.
Recall corporate governance procedures and compliance requirements for LLCs and S Corporations.
Assess shareholder stock and debt basis for S Corporations.
Recall key aspects of Forms 1120S, 1065, and related schedules (K-1, K-2, K-3).
Indicate officer reasonable compensation and general partner guaranteed payment requirements.
Apply facts and circumstances in advisory services to determine reasonable compensation.

Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025
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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to... - Identify the various court approved methods of proof.- Recognize the court cases approving the methods of proof.- Calculate the different methods of proof.- Using given facts, choose the appropriate method of proof.

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Accounting

Major Topics:

The major topics that will be covered in this course include:
  • 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.
11/10/2025
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this course, you will be able to...
List and use powerful but often hidden tools available in Excel
Discuss some of the new features built into the spreadsheet application
Work in a more efficient manner because of keyboard and ribbon-based tools

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this course include:

  • 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.

11/10/2025
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Describe the foundational ethical principles contained in the Yellow Book
Indicate the independence requirements, including when performing both audit and non-audit services
Recall the continuing education rules contained in Yellow Book that support ethical principles

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025
Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize the current state of the cryptocurrency marketplace and the technology that supports it
Identify key developments in cryptocurrency and blockchain technology

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Specialized Knowledge

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish the importance of clarity in CPA communications
Apply strategies to simplify complex financial information for diverse audiences
Implement persuasive communication techniques to enhance professional influence
Build trust-based relationships by leveraging credibility and transparency
Analyze and learn from real-world case studies involving CPA-client interactions
Employ active listening skills to reinforce client engagement and interpretation
Utilize principles from Influencer to drive change and improve communication efficacy

Instructor:
Tammy Daugherty

Fields of Study:
Communications and Marketing
Personal Development

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025

Professional codes of ethics provide guidance to professionals who are frequently required to choose between doing the right thing and the wrong thing. Sometimes, professionals violate their ethical code and do the wrong thing for what they rationalize is the right reason. This session uses the popular television show "Ozark" and its multiple examples of seemingly good people doing bad things for the right reason to define ethics as well as explore why people make unethical choices and how they justify those choices.


Speakers:
Daniel Porter, CFE
11/10/2025

In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money."


Speakers:
Vincent M. Walden, CPA, CFE
11/10/2025

Award winning discussion leader, former AICPA Council Member, and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies, and disciplinary actions.


Speakers:
Mark Hugh, CPA
11/10/2025

Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive.


Speakers:
Andy Sexton
Chad Ayers
Sarah Pregel, Ed.S, M.Ed, LPC
11/10/2025

The budgeting process can be a time consuming and frustrating process for accountants.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This series will offer solutions to the budgeting woes from both the big picture and in the details. 

 

Budget Mastery: Process, Problems, and Solutions

The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. 

Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets to Value

This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling.  From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies.   This course stands on its own but is part two of a four part budget mastery series.

Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight

You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you.  This is a great and fun course on its own, but is also part three of a four part series on budget mastery.

Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting 

Perhaps the most important element of the budget process is its communication.  If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.  This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.


Speakers:
Bob Mims, CPA
11/10/2025
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.

Objectives:
  • Recognize when and why a lookup function is better than a direct cell reference
  • Use three of Excel's many lookup functions
  • Gain comfort with the arguments of the functions presented

Presenters:
Jeff Lenning

Field of Study:
Computer Software & Applications (2)

Major Topics:
  • Using lookup functions as an alternative to direct cell references
  • Understand the limitations of the VLOOKUP function
  • Discover ways to move beyond these limitations
11/10/2025
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type of debt it is and the type of partner we are talking about. Furthermore, 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this course, we will tackle the concept of debt allocations – how you do it, what it means, and why you do it.

Objectives:
  • State how debt allocations affect the calculation of a partner’s basis in the partnership
  • Recognize how recourse and nonrecourse debt are allocated to partners
  • Identify the tax effects of 704(c) on contributed property

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (2)

Major Topics:
  • Recourse debt allocations
  • Constructive liquidation scenarios
  • Nonrecourse debt allocations
  • Minimum gains and nonrecourse deductions
  • Section 704(c) gains
  • Allocations under 704(c)
11/10/2025
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Objectives:
  • Understand the basics of §199A
  • Understand how to properly report advanced transactions in financial instruments and investments
  • Understand the special problems and new issues for the current return
  • Identify the causes of alternative minimum tax liability and what can be done to reduce or eliminate it

Presenters:
Sue Smith, CPA

Field of Study:
Taxes (8)

Major Topics:
  • New issues for the current year tax return and §199A
  • Installment sales — understanding the complicated issues
  • Form 8582: Passive losses with carryovers — Complicated case with filled-in forms
  • Puts, calls, straddling, and unusual investments — Understanding the tax laws and reporting them correctly on the tax return
  • Capital gain and loss issues — The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...
  • At-risk rules: What a return preparer really needs to know
  • Passive loss issues — You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!
  • Incentive and nonqualified stock options — Reporting; key strategies for planning; dealing with the alternative minimum tax
  • Alternative minimum tax — Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client
  • Form 6251: Detailed calculation example
11/10/2025
The business structure a client chooses influences virtually every tax and financial issue associated with the business, including the business’s day-to-day operations, its tax liability, how much of the owners’ personal assets are at risk, and much more. For this and many other reasons, it is critical that a client choose a business structure that gives the right balance of legal protections and tax benefits.

From a tax perspective, in terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for C corporations was lowered to 21% and the §199A deduction offered pass-through entities the chance to significantly lower the rate at which they are taxed. But how do all these options work and which option is best for which business? Those questions are at the heart of this webinar.

In this program, we discuss whether there is a “best entity” for our clients. Tax practitioners know that re-examining choice of entity determination is at the top of the agenda for client meetings because clients continue to want reassurance that they have the most tax-efficient entity structure. This program will equip you with the knowledge and insights you need to lead those discussions.

Objectives:
  • Help clients choose the tax entity that is most advantageous to them

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Bob Lickwar, CPA

Field of Study:
Taxes (2)

Major Topics:
  • 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.
11/10/2025
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced, client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.

Objectives:

  • Prepare more complicated S corporation returns
  • Understand certain advanced concepts of S corporation taxation
  • Protect S corporation clients from falling out of S corporation eligibility

Presenters:
Sue Smith, CPA

Field of Study:
Taxes (8)

Major Topics:
  • 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 §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 §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?
11/10/2025
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making.

Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike.

Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to ...
Identify the key components and functionalities of the PowerBI.com interface, enabling efficient navigation and utilization for data analysis tasks.
Recognize the capabilities of the Q&A feature in PowerBI.com, so you can leverage it for generating quick insights from data using natural language queries.
Select the appropriate data sharing and collaboration methods within PowerBI.com for your situation.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • 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.
11/10/2025
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits.

This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the key differences in governmental GAAP.
Recognize the basic requirements in a Yellow Book Audit.
Compare performance requirements for Uniform Guidance.
Identify topics unique to nonprofit accounting.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting (Governmental)
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • The basics needed to understand what makes nonprofit and governmental accounting & auditing unique.
  • The key financial reporting differences for governmental and nonprofit entities.
  • The fundamentals of Yellow Book and Uniform Guidance audits.
11/10/2025
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this course, you will be able to...
Select a recruiting process and strategies for attracting and hiring diverse talent in accord with ethical principles
Identify how to plan for the employment
Distinguish how to conduct a legal and ethical interview.
Recognize the importance of employer branding in the recruitment process.
Indicate how bias can play out in the selection process and suggestions to minimize bias.>

Instructor:
Robbie Glantz and Jennifer Sullivan

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this course include:

  • Discussion of ethical and effective recruiting strategies
  • Selection processes that foster diversity and inclusion
  • How to increase talent pools to ensure hiring success
11/10/2025

As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
11/10/2025

Professional Codes of Conduct make Ethics seem easy and clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut.  What should be considered?  We will explain how you can be more diligent and maintain awareness of ethical issues to become more effective and enhance the reputation of the profession.    


Speakers:
Don Minges, MBA
J. Michael Inzina
11/10/2025
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish the newest tax developments and changes to the Internal Revenue Code
Select effective and efficient techniques for implementing new standards

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.



This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
Implement practical strategies in determining a partner's tax basis for a partnership interest
Identify the use of Form 1065, Schedule K-1 information for basis determination.

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/10/2025
This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify Key Features: After completing this course, participants will be able to identify and describe the key features and capabilities of Gemini AI, including its multimodal functions and integration into Google products.
Utilize AI Tools: Participants will be able to utilize Gemini AI tools within Google products such as Gmail, Docs, Sheets, and Slides to enhance productivity and efficiency in accounting tasks.
Apply AI in Accounting: Participants will learn to apply Gemini AI to automate routine accounting tasks, such as generating financial reports, creating data visualizations, and performing data analysis.
Evaluate AI Integration: Participants will be able to evaluate the integration of AI technologies in their accounting workflows and assess the potential benefits and challenges.
Recall the ethical considerations and implications of using AI in accounting, ensuring compliance with professional standards and regulations.
Improve Decision-Making: Participants will learn to leverage AI-generated insights to support strategic decision-making processes in financial management and accounting.
Stay Current with AI Trends: Participants will be able to stay current with emerging trends and advancements in AI technology relevant to the accounting profession, ensuring continuous professional development.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • Google Gemini Quick Start
  • Gemini Standalone Chatbot
  • Mobile App
  • Gemini integration with:
  • Workspace
  • Gmail
  • Docs
  • Sheets
  • Slides
  • User Tips
11/10/2025

Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session is an introduction to these differences and provides best practices for assessing allegations of employee misconduct and planning the investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Episodes 2 and 3 complete the series.


Speakers:
Daniel Porter, CFE
11/10/2025

In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins.  The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis. 


Speakers:
Vincent M. Walden, CPA, CFE
11/10/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/10/2025

Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?


Speakers:
Don Minges, MBA
Bob Mims, CPA
11/10/2025

ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims.  

*****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****


Speakers:
Andy Sexton
Chad Ayers
11/10/2025
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey's company employed more than 100 people and generated more than $20 million in annual revenues. With a company of that size, Casey relied upon advice from his bookkeeper when filling out financial documents. As a result of representations he made on bank statements and loan documents, authorities charged Casey with criminal behavior related to PPP loan fraud.

What should an accounting professional learn from Casey's story?

Stay tuned to find out!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize why corporate documentation and training materials may lessen vulnerabilities to government investigations
Distinguish motivations of government investigators and prosecutors
Identify tactics witnesses use to lower their exposure to sanctions
Recall how government investigations begin

Instructor:
Justin Paperny

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this class include:

  • Ethical dilemmas
  • Judicial proceedings
  • Mitigation strategies
  • Creating tools to help make better decisions
  • Atonement and reconciliation
11/10/2025
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify what constitutes compensation between traditional compensation and executive compensation plans
Apply the multi factor test and independent investor test as established in landmark US Tax Court case law
Determine where to find resources

Instructor:
Ronald L Seigneur, CPA/ABV, ASA, CVA

Fields of Study:
Specialized Knowledge

Major Topics:

The major topics covered in this class include:

  • 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
11/10/2025

What if being nice, or specifically being a positive best version of yourself, made you a more effective leader?  Ethical leadership, is effective leadership. That’s what Dr. Cohen, noted psychologist, transformational speaker, executive coach, and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen’s work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen’s path to this work, what the Heliotropic Effect is, and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
Dr. Harry D. Cohen, PhD
11/10/2025
In this webinar we will explore the powerful concept of splitting data from reports and dig into the mechanics that enable this technique. The key feature discussed is the Tables feature, and the key function discussed is the multiple-condition summing function. We will illustrate these items in a variety of ways, including building crosstab style reports and mapping tables.

Objectives:
  • Understand how and when to use the Table feature
  • Comprehend the function arguments for conditional summing
  • Discover how to use the mapping table technique

Presenters:
Jeff Lenning

Field of Study:
Computer Software & Applications (2)

Major Topics:
  • Using the Table object to store data
  • Using the conditional summing function to aggregate Table data
  • Using the Table object to create mapping tables
11/10/2025
With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.

Objectives:
  • Identify the critical changes occurring in governmental accounting today
  • Skillfully implement today’s most challenging GASB standards
  • More effectively audit governmental entities through superior knowledge of key accounting issues

Presenters:
Charlie Blanton, CPA

Field of Study:
Accounting (Governmental) (4)

Major Topics:
  • 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
11/10/2025
Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable.

The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams.

Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply Excel workflows to build efficient and accurate data reports.
Analyze data sets to calculate key performance metrics and insights.
Utilize Excel formatting tools to structure reports for clarity and professional presentation.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/10/2025
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the basic advantages of Distributions V. Salary/Wages
Assess the consequences of an IRS re-characterization of distributions
Review Reasonable Compensation in the courts
Select the IRS guidelines for determining Reasonable Compensation
Determine when Reasonable Compensation applies to your client
Illustrate advanced scenarios
Examine Tips from the pros and IRS Red Flags
Study why Reasonable Compensation has become a priority for the SB/SE division of the IRS
Identify options for determining Reasonable Compensation

Instructor:
Paul Hamann

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

Objectives:
  • Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
  • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (4)

Major Topics:
  • 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


11/10/2025
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Indicate core principles underlying the any Code of Professional Conduct that apply to both CPAs in public practice and industry, whether designated by the AICPA, PCAOB, or an international body
Recall common ethical dilemmas faced by all CPAs and how they can be safeguarded to an acceptable level

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Regulatory Ethics

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensating
Determine how each control becomes a piece of an overall internal control structure
Identify both organization-wide measures as well as more segmented controls and how these must co-exist

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this course include:

  • Underlying concepts of internal control
  • The importance of control measure interdependency
11/10/2025

Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for interviewing to gather accurate information, such as creating and asking open ended questions, effective listening, and understanding verbal and non-verbal communication. Attendees will end the session with takeaways to immediately implement in future HR investigations. Two of three Episodes in the series.


Speakers:
Daniel Porter, CFE
11/10/2025

In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues.


Speakers:
Andy Sexton
Chad Ayers
11/10/2025
Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS an excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided. Additionally, the recent changes that affect RMDs must be considered when advising clients about their RMD obligations.

Objectives:
  • Identify individuals who must take RMDs.
  • Explain the RMD rules for account owners and beneficiaries
  • Describe how RMDs and QCDs can be coordinated
  • Handle the excise tax that applies when an RMD is not taken by the applicable deadline

Presenters:
Denise Appleby, MJ, APA, CISP, CRPS, CRC

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/10/2025
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.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify specific applications for AI in accounting, auditing, tax and advisory services
Recognize the potential to leverage AI technology to reduce costs and increase revenue

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • Implementing AI for accounting automation
  • Enhancing auditing processes with AI tools
  • AI applications in tax compliance
  • Leveraging AI for business advisory services

 

11/10/2025
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common deficiencies found in Single Audits.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the impact of GASB 100 and 101 on financial reporting for governments.
Recall the impact of standards effective in 2024.
Identify changes to single audits as a result of the 2024 Compliance Supplement.
Recall common deficiencies found related to Single Audits.
Recognize changes to the Uniform Guidance.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting (Governmental)
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/10/2025
How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it?

This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way.

A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well.

You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply criticism in the right way for the right reasons
Choose to accept criticism when it's called for
Apologize with ethical intelligence
Accept apologies that are offered sincerely
Distinguish why it is in your own interest to give and take both criticism and apologies

Instructor:
Bruce Weinstein

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this course include:

  • 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
11/10/2025

There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons?  How can we balance these opposing views? 

This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions.


Speakers:
Don Minges, MBA
Bob Mims, CPA
11/10/2025
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Indicate ChatGPT to enhance financial modeling techniques.
Analyze financial ratios using advanced methods for better comparison.
Distinguish various financial risks through detailed scenario analysis.
Apply ChatGPT in advanced valuation techniques.
Distinguish sophisticated performance metrics for operational insights.
Apply AI for effective data analysis and interpretation in finance.
Use in-depth investment analysis using AI-enhanced tools.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/10/2025
It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply the new financial accounting concepts of leases
Gain a working knowledge of accounting rules as they apply to leases

Instructor:
Chris Harper, CPA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • What is a lease?
  • Recognition and measurement of lease assets and liabilities Impact on lessors and lessees
  • Disclosures and transition rules
  • Effective dates
11/10/2025

Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.


Speakers:
Daniel Porter, CFE
11/10/2025

Creating a culture of safety in a workplace requires attention in many different areas.  We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone. 


Speakers:
Andy Sexton
Chad Ayers
11/10/2025
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging.

You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data.

Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify key features of the Data Analysis Process Flow.
Recognize how your organization's key metrics can help you make insightful decisions.
Distinguish between different data visualization techniques.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:
  • 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.
11/10/2025
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace and Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament and your organization will permit it? Prepare for ‘situations’ before they happen to you.

Speakers:
Don Minges, MBA
Allison M. McLeod, LL.M., CPA
11/11/2025

You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.  


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
11/11/2025
Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you as the financial executive in areas professional skepticism, medical care costs, social security viability, the dollar as a world currency, the national infrastructure and the “fate of the states” as well as the AICPA’s top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.

Objectives:
  • Understand the prophetic financial issues for the CFO/Controller including: 
    • Professional skepticism and the CPA
    • Becoming attuned to broad-based business knowledge
    • Becoming a futurist to effectively lead your organization to success

Presenters:
Frank Ryan, CPA

Field of Study:
Accounting (4), Business Management and Organization (4)

Major Topics:
  • 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
11/11/2025
The “permanent” changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. This course contains many examples and cases to illustrate the most important points of which CPAs need to be aware.

Objectives:
  • Fully understand two of the most commonly prepared tax forms
  • Understand assets from acquisition to disposition
  • Complete and discuss cases highlighting some of the practical issues tax preparers face

Presenters:
Michael Frost, CPA

Field of Study:
Taxes (4)

Major Topics:
  • Resolved technical glitches for qualified improvement property
  • Detailed coverage of §179 expense elections and §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 (§1245, §1250, unrecaptured §1250 gain for real estate, §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
11/11/2025
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice.

On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142–149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA’s quality management project.

In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Objectives:
  • Review and apply recently issued and proposed FASB and AICPA pronouncements
  • Review and apply guidance within ASC 842, Leases
  • Understand SAS 142 and SAS 145
  • Recall and apply AICPA quality management standards (SQMS 1, SQMS 2, and SQMS 3)
  • Be familiar with other important A&A practice matters you should be aware of
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Presenters:
Jason Carney, CPA, PMP, CISA

Field of Study:
Accounting (4), Auditing (4)

Major Topics:
  • 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
11/11/2025
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur, and often at very critical times in the business life of the entity and its owners. All tax practitioners should be able to advise their clients about the tax issues associated with client businesses that go out of existence and liquidate. This program explains the tax consequences associated with liquidating S corporations, partnerships, and multiple-member limited liability companies treated as partnerships.

Objectives:
  • Determine the gain or loss to the entity and to the owners when it makes a liquidating distribution
  • Determine the basis of property distributed in a liquidating distribution to an owner of the entity
  • Know what to do in terms of IRS reporting when an entity liquidates

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Bob Lickwar, CPA

Field of Study:
Taxes (2)

Major Topics:
  • 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
11/11/2025
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the components of a control system
Identify the ways that risk affects all business activities
Use concepts such as risk appetite and risk tolerance to properly create controls
Apply the concepts set forth in the COSO framework that relate to the control environment
Choose the necessary steps to increase the quality of control development activities

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this course include:

  • 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
11/11/2025
Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.

Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize real-world frauds occurring in not-for-profit entities.
Identify useful fraud prevention tools.
Educate on how real-world frauds were detected.

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • Best practices for fraud prevention and detection.
  • Common fraud schemes in nonprofit 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!
11/11/2025
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...Evaluate the differences between traditional search engine research and AI-driven accounting researchApply effective prompt engineering techniques to optimize AI interactions for accounting queriesAnalyze the capabilities and limitations of various AI platforms for specific accounting tasksCreate specialized AI personas to enhance the quality and relevance of financial research insightsImplement AI tools to automate routine research tasks and regulatory monitoringAssess the ethical implications and limitations of AI-generated accounting insightsDevelop strategies to verify and validate AI-produced financial informationIntegrate AI research tools into professional accounting workflowsDemonstrate how AI can enhance, rather than replace, professional accounting judgmentEvaluate emerging trends in AI-driven tax compliance and regulatory responses

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/11/2025

Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.


Speakers:
Jonathan Robinson, MA, MFT
11/11/2025
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify opportunities to leverage ChatGPT to improve your Excel skills and productivity
Use ChatGPT with Excel formulas
Recall the best practices for using ChatGPT with Excel

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:
  • 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
11/11/2025
In the past talking about mental issues in the workplace was taboo. Not anymore!!!

So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness.

The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business!

This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize mental health challenges and the impact they have on the workplace.
Analyze the legal aspects of mental health challenges in the workplace.
Assess ongoing support to self and others.

Instructor:
Robbie Glantz and Jennifer Sullivan

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this class include:

  • 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
11/11/2025

The ability to create and ask good questions as well as the ability to know when someone is being deceptive are important skills for managers, auditors, and investigators. This session will improve your interview techniques and your lie detection abilities. Multiple videos from various movies, TV shows, and public figures showcasing the behaviors of liars are included.


Speakers:
Daniel Porter, CFE
11/11/2025
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the basic advantages of Distributions V. Salary/Wages
Assess the consequences of an IRS re-characterization of distributions
Review Reasonable Compensation in the courts
Select the IRS guidelines for determining Reasonable Compensation
Determine when Reasonable Compensation applies to your client
Illustrate advanced scenarios
Examine Tips from the pros and IRS Red Flags
Study why Reasonable Compensation has become a priority for the SB/SE division of the IRS
Identify options for determining Reasonable Compensation

Instructor:
Paul Hamann

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/11/2025
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply an update of the tax provisions related to
capitalization
depreciation
disposition

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this class include:

  • 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
11/11/2025
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify minimum understanding and documentation requirements if the auditor does not intend to rely on internal controls.
Recognize internal controls of less-sophisticated, small-to-medium sized audit clients.
Utilize identified internal controls for an efficient, risk-based approach to audits conducted in accordance with generally accepted auditing standards.
Document your procedures and related conclusions

Instructor:
Chris Harper, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/11/2025
This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify changes to single audits as a result of the 2024 Compliance Supplement.
Recognize changes to the Uniform Guidance.
Recall common deficiencies found related to Single Audits.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • 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
11/11/2025
This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify the fundamental features and functionalities of ChatGPT in an accounting context.
Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios.
Analyze financial statements, news releases, and other relevant data using ChatGPT.
Explore and identify business opportunities using hyper-local and sectoral analysis techniques.
Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations.
Evaluate assets, space, and user interfaces using image analysis with ChatGPT.
Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/11/2025
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions.

The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges.

Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply advanced PivotTable techniques to analyze complex datasets.
Determine the most effective way to structure data for analysis.
Choose appropriate PivotTable functions for specific business needs.
Analyze trends and patterns within large datasets using PivotTables.
Compare different data segments to draw actionable insights.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this course include:

  • 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.
11/11/2025

Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


Speakers:
Tracy Cooper, CPA
11/11/2025

You may have read all sorts of stories in books about how bad people steal and make their coworkers and organizations miserable.  Come hear veteran Internal Auditor Rob Berry and veteran CFO John L. Daly discuss situations they have seen in the real world.  


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
Rob Berry, CPA
11/11/2025
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending the presentation, you will be able to
Identify ways to save between 60-120 minutes
Determine time wasters and common distractions that interfere with productivity and focus
Apply stress management by taking short incremental breaks and understand how it impacts time management and work efficiency
Analyze and prioritize tasks and meet deadlines
Determine how to delegate effectively and with greater confidence

Instructor:
Stephanie Wachman

Fields of Study:
Personal Development

Major Topics:

The major subjects that will be covered in this course include:
  • 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)
11/11/2025
The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize key risk assessment concepts applying to SAS No. 145 in identifying and assessing risks of material misstatement
Determine the impact to the risk assessment process and the work to be performed
Identify risk assessment procedures related to the various components of the entity's system of internal control
Recall how to scale risk assessment requirements to be effective and efficient, particularly for less complex entities
Recall when and how to evaluate design and determine the implementation of controls
Recognize risk assessment requirements to appropriately identify risks arising from the use of information technology (IT) and related general IT controls
Identify potential risk assessment and related audit documentation traps

Instructor:
Heather Trower, CPA

Fields of Study:
Auditing

Major Topics:

The topics that will be covered in this class include:

  • 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
    11/11/2025
    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

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Recall the fundamental principles of AI and its applications in marketing.Leverage AI tools and technologies to enhance marketing campaigns.Utilize practical strategies for integrating AI into your firm's marketing workflow.Measure the effectiveness of AI-driven marketing efforts.Compare real-life case studies and success stories of successful AI implementations in marketing.

    Instructor:
    Gaynor Hardy (Meilke), MS, CBC

    Fields of Study:
    Communications and Marketing

    Major Topics:

    The major topics that will be covered in this course include:

    • 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

    11/11/2025
    The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations, additional examples of M&A, alliances and strategic spin-offs/splits, methods to improve efficiency from existing activities, the impact of COVID-19, as well as current organizational changes employed to manage and accelerate growth.

    Objectives:
    • Provide an overview of the expanded role of financial professionals
    • Gain knowledge in a diverse range of activities
    • Explore analytical valuation techniques that are useful over a board range of events
    • Understand the potential value of improving existing practices and/or implementing missing ones
    • Recognize immediate actions that can result in measurable benefits to an organization
    • Identify specific areas for further exploration 

    Presenters:
    Tony La Russo, BA, MBA, CMA

    Field of Study:
    Accounting (1), Business Management and Organization (1)

    Major Topics:
    • 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
    11/11/2025
    Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.

    Objectives:
    • Understand how a client determines his or her at-risk basis in his or her pass through entity
    • Understand how the at-risk basis calculation differs from a regular basis calculation
    • Calculate the amount of an investor's annual at-risk basis
    • Understand the structure of IRS Form 6198 and how it relates to calculating a taxpayer's at-risk basis

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Bob Lickwar, CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/11/2025
    Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being.

    The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary, and how to seek help without guilt or hesitation.

    Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience, and rediscover joy in both your professional and personal roles.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify cultural expectations that contribute to stress and develop strategies to counter them.
    Recognize the signs of mental health challenges and the appropriate times to seek professional help.
    Select self-care practices and routines that align with their personal and family needs.

    Instructor:
    Alexis Smith, PA-C

    Fields of Study:
    Personal Development

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/11/2025
    Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations.

    Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally.

    We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore.

    We end with a Call to Action, so that you can put the lessons you learn into practice immediately.

    You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by.

    Who knew an ethics webinar could be both practical and fun?


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify five ethical principles that are the basis of a solid, built-to-last accounting practice
    Apply these principles to a range of "What should I do?" scenarios you encounter
    Determine the ethically intelligent choice in every aspect of your business and in your personal life too

    Instructor:
    Bruce Weinstein

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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"
    11/11/2025
    Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish the importance of clarity in CPA communications
    Apply strategies to simplify complex financial information for diverse audiences
    Implement persuasive communication techniques to enhance professional influence
    Build trust-based relationships by leveraging credibility and transparency
    Analyze and learn from real-world case studies involving CPA-client interactions
    Employ active listening skills to reinforce client engagement and interpretation
    Utilize principles from Influencer to drive change and improve communication efficacy

    Instructor:
    Tammy Daugherty

    Fields of Study:
    Communications and Marketing
    Personal Development

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/11/2025

    Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles.    The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/11/2025
    Today’s workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue, so that you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.

    Objectives:
    • Recall which states do not have an income tax.
    • Determine when employer withholding obligations exist.
    • Recognize how withholding obligations are affected by reciprocal agreements between states.
    • Identify where employers are obligated to pay unemployment for employees.

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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?
    11/11/2025
    Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff.

    In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize how to collaboratively set standards of performance
    Recall how to prepare and conduct performance appraisals that are fair, respectful, and effective
    Identify common rater bias and legal considerations of performance management
    Recall principles of feedback and coaching regarding performance

    Instructor:
    Robbie Glantz

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/11/2025
    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.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize the nature of generative AI and how it can be applied in the world of CPAs
    Recall key concepts and terminology associated with this rapidly evolving technology

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/11/2025
    This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the impact of ASUs on nonprofit organizations.
    Recognize the activities of the nonprofit advisory committee.

    Instructor:
    Melisa F. Galasso, CPA

    Fields of Study:
    Accounting (Governmental)

    Major Topics:

    The major topics that will be covered in this course include:

    • Accounting Standard Updates issued by the FASB.
    • Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
     
    11/11/2025

    Although Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly. In this session, you will learn best practices for taking full advantage of OneDrive.


    Speakers:
    Connie Clark
    11/11/2025

    Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/11/2025
    Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available.

    Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Understand how to attract candidates using basic tools such as a LinkedIn company page, job postings, and LinkedIn profiles.
    Proactively find and identify new candidates using LinkedIn. Establish a pipeline of future candidates.
    Encourage and support employee advocacy to enhance your brand's presence.
    Develop employee engagement strategies that provide recognition and boost team morale.
    Identify the top organic (free) and premium LinkedIn features to leverage for hiring, retention, and engagement.

    Instructor:
    Sandra Long

    Fields of Study:
    Personnel/Human Resources
    Business Management & Organization

    Major Topics:

    The major topics that will be covered in this course include:
    • 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.
    11/11/2025
    Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    By the end of this course, the participant will be able to...
    Understand the factors that create an environment for fraud to easily occur.
    Identify areas where there could be an inadvertent failure to separate duties.
    Ascertain the proper role of an external auditor and identify areas where independence can be compromised.

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.

    11/11/2025
    CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Determine the common weaknesses in a criminal tax investigation.
    Identify the key documents to review (In a sea of thousands of documents).
    Select questions for your client to use in court proceedings.

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:
    • 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.
    11/11/2025

    Two conmen used lies and falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing and rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle and invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized, and analyzed hundreds of documents, identified the falsifications and misrepresentations, conducted multiple interviews, and ultimately convicted the conmen. This case study provides multiple takeaways for detecting and investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.


    Speakers:
    Daniel Porter, CFE
    11/11/2025
    Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize the key concepts and nomenclature related to ChatGPT and generative AI
    Identify opportunities to leverage the power of ChatGPT in your organization
    Determine how to integrate ChatGPT into your daily work

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/11/2025
    Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through exclusions of payments received as compensation for wildfire damages - retroactive to 2014! This course will review the provisions of this new act.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for casualty losses and casualty gainsIdentify and recall key compliance issuesIdentify and recall significant issues in the casualty loss tax form

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/11/2025

    Bears are intelligent and motivated to find food. When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top and ate the chicken and part of my Jeep. He was just a bear being a bear. I'm responsible because I left the chicken in the Jeep and gave him the opportunity. Similarly, people are intelligent and motivated to survive. If we give them opportunity by not implementing good internal controls, they will take our assets. This session reviews the investigation and prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture and stole thousands. She was just a fraudster being a fraudster.


    Speakers:
    Daniel Porter, CFE
    11/12/2025

    Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids.  When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. 

    Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors.  Achieve your target profitability in the process.  


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/12/2025

    This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. 


    Speakers:
    Frank Crawford, CPA
    Christopher Pembrook, CPA, MBA, CGAP, CRFA
    11/12/2025
    This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

    Objectives:
    • Understand the latest GAO, OMB, AICPA, GASB, and FASB developments
    • Keep accounting and auditing skills up to date with current requirements
    • Prepare for major changes on the horizon

    Presenters:
    Charlie Blanton, CPA

    Field of Study:
    Accounting (Governmental) (4), Auditing (Governmental) (4)

    Major Topics:
    • 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 nonprofits (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)
    11/12/2025
    Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively.

    This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

    Objectives:
    • Recognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns
    • Complete the tax forms for selected issues

    Presenters:
    Michael Frost, CPA

    Field of Study:
    Taxes (8)

    Major Topics:
    • What’s NEW for this year – Items all practitioners must know 
    • Form 1040 and Schedules 1 – 3
    • 1099-K reporting requirements 
    • Qualified Business Income -- Coverage of §199A including the real estate safe harbor 
    • A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation 
    • How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts 
    • Hot developments and current areas of interest 
    • Virtual Currency and Digital Asset Taxation 
    • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas 
    • Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant 
    • Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property 
    • Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties 
    11/12/2025
    Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed.

    However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.

    Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

    Objectives:
    • Understand, apply SSARS No. 21, Clarification and Recodification
    • Be familiar with changes due to the issuance of SSARS Nos. 22-26
    • Be familiar with compilation and review program examples and disclosure illustrations
    • Identify and apply compilation, preparation, and review procedures
    • Be aware of the most recent compilation and review reports and other communications
    • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

    Presenters:
    Ken Levine

    Field of Study:
    Auditing (8)

    Major Topics:
    • 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
    11/12/2025
    Recent legislation in Congress has provided the IRS with substantially increased funding to bolster its human staff and purchase software that will allow the IRS to audit many more taxpayers in a more effective way. The IRS believes it can target the right kinds of taxpayers for audits so that it will not waste its time on audits that produce little, if any, revenue. The purpose of this program is to discuss the current state of IRS audits and the anticipated increases in the IRS’s ability to audit wealthier taxpayers in an efficient way.

    The course will discuss the state of the IRS’s current audits and where the IRS is headed with audits in the coming years. Tax practitioners should also be aware of the state of the IRS’s efforts to target efficiencies so as to produce the most revenue.

    Objectives:
    • Thoroughly understand the current state of IRS audits
    • Advise clients regarding anticipated changes in upcoming IRS audits

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Karen Davis, EA, MBA, Ph.D.
    Shannon Retzke Smith

    Field of Study:
    Taxes (3)

    Major Topics:
    • 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
    11/12/2025
    This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed!

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify key changes in recently issued AICPA SSARS standards.
    Recognize common deficiencies in SSARS engagements as identified in peer reviews.
    Recall common deficiencies in SSARS engagements as identified in lawsuits.

    Instructor:
    Walter J. Haig

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/12/2025
    This course provides a concise overview of artificial intelligence and its transformative impact on the accounting profession. As we move into 2025, AI technologies are reshaping traditional accounting tasks while creating new opportunities for strategic advisory services. Participants will explore how AI differs from traditional software, understand various AI applications in accounting, and develop strategies to leverage these technologies while maintaining the essential human elements that clients value most.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Assess the differences between traditional software and AI technologies in accountingIdentify specific applications of AI that can enhance accounting workflows and servicesEvaluate current accounting processes to determine opportunities for AI enhancementDevelop strategies to balance automation with maintaining valuable client relationshipsApply AI-driven approaches to offer higher-value advisory and strategic servicesCreate a framework for continuous learning and adaptation to emerging AI technologiesAnalyze the unique value human accountants bring in an AI-augmented profession

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/12/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify basic constructs of AI.
    Distinguish between discriminative and generative artificial intelligence, and
    Analyze AI improvement efforts to properly account for an organization.

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • An overview of AI constructs.
    • How artificial intelligence is being used by accountants today.
    • Accounting-centric AI developments on the horizon.
    11/12/2025
    Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize why effective conflict management is vital for CPAs today
    Identify common conflict scenarios faced in CPA roles and anticipate potential challenges
    Apply integrated communication techniques from "Crucial Conversations," "Fierce Conversations," and "Leading with Questions"
    Use strategic questioning to facilitate open dialogue and achieve positive outcomes
    Develop and implement a customized conflict resolution strategy
    Draw inspiration from real-life CPA success stories

    Instructor:
    Tammy Daugherty

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/12/2025
    One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the most common cybersecurity threats and protections
    Analyze methods to protect data
    Utilize resources available for designing and implementing a cybersecurity risk management program

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • Overview of current cybersecurity threats and how to mitigate data breach risk.
    • Describe how to avoid malware and other security threats
    11/12/2025
    Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of various international tax topics, including sourcing of income, foreign tax credit income categories, effectively connected income, and fixed, determinable, annual, or periodical (FDAP). The course includes a brief discussion of key international tax concepts, a detailed walk-through of what information is required to be reported in different parts of the schedules, and practical advice from the field. The course also includes three comprehensive case studies on how the form should be completed for operating, real estate rental, and investment partnerships.

    Please note: Surgent also offers a companion course, “Schedules K-2 and K-3: Filing Requirements” (KFR2).

    Objectives:
    • Identify and understand what information is required to be reported on Schedules K-2 and K-3

    Presenters:
    Renata Maroney (Stasaityte), CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/12/2025

    There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

    In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/12/2025
    According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long hours, repetitive work, pressing client demands, and changing rules and regulations. Together, these conditions contribute to chronic workplace stress.

    Burnout is real, and firms that ignore this common problem pay a high price. Nearly three out of five employees in accounting and finance professions report psychological harm from work-related stress, including an overall feeling of lack of interest, motivation, or energy. Fortunately, individuals and organizations are beginning to take career burnout more seriously, especially in the post-pandemic era. This course looks at the causes of accounting burnout and examines strategies organizations are implementing to address and reduce a well-known but often overlooked problem.


    Objectives:
    • Recognize the key indicators of employee burnout
    • Understand the costs associated with professional burnout
    • Identify and implement strategies to reduce burnout individually and at an organizational level
    • Be familiar with the ways remote work can contribute to and/or alleviate burnout
    • Understand the different approaches firms utilize to address burnout

    Presenters:
    Jason Cornell, Esq.

    Field of Study:
    Personnel/Human Resources (2)

    Major Topics:
    • 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
    11/12/2025
    To many clients, CPA firms all look the same. While services and specialties may vary significantly
    from one firm to another, it is hard for the average person to see this by simply looking at the sign
    outside our office door. Is there any way to make us stand out more to the outside world? Through
    surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan
    beyond just relying on referrals. We look at the pluses and minuses of various marketing channels,
    regulatory constraints, and how to measure success in the competitive financial services space.

    Objectives:
    • Identify common problems involved in marketing CPA services
    • State the common elements of a marketing plan for a service organization
    • List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices
    • Describe what survey data and statistics show about the effectiveness of various marketing channels
    • Describe how to develop metrics to measure the success of marketing efforts

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Communications and Marketing (2)

    Major Topics:
    • 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
    11/12/2025
    One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize the value proposition for deploying the OneDrive Sync app
    Identify all the steps necessary to setup the Sync app properly

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/12/2025
    Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Describe how some people begin their career with good intentions yet end up in prison.
    Explain how seemingly benign decisions can lead to severe problems later.
    Identify how gray areas can expose people to problems they cannot foresee.
    Understand how seizing the wrong opportunity can cost people their job and freedom.

    Instructor:
    Justin Paperny

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • The importance of values
    • Identifying success
    • Ethical dilemmas
    • Mitigation strategies
    • Creating tools to help make better decisions
    • Personal accountability strategies
    11/12/2025

    Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight. 


    Speakers:
    Frank Crawford, CPA
    Christopher Pembrook, CPA, MBA, CGAP, CRFA
    11/12/2025

    With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent. 


    Speakers:
    Kelly Simants, SHRM-SPC
    11/12/2025

    The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do.  Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead.   Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer.  In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/12/2025

    Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment.  While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy.  Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert.  We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents.  If you want to enhance your leadership skills, this seminar is for you. 


    Speakers:
    Don Minges, MBA
    11/12/2025

    We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships.  In this seminar, you will learn the most effective methods for creating the life you really want.  In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not.  In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career.  Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level. 


    Speakers:
    Jonathan Robinson, MA, MFT
    11/12/2025
    U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling.
    We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze the CTA's reporting requirements for certain businesses.
    Identify how the business will file its reporting requirements with FinCEN relating to the beneficial owners
    Identify who must file a report and what information must be provided
    Recall the necessary information needed for each Reporting Company.
    Identify which individuals must be included in the report.
    Recognize which entities are excepted from filing.
    Recall what penalties are imposed for not reporting on a timely basis
    Formulate a plan for reporting post-NSB.
    Compare the potential implications of FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    11/12/2025
    Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level.

    It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together.

    In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Create a three step plan that allows you to be a more strategic and influential leader.
    Practice increasing your confidence even in the most uncertain situations.
    Determine your next step to build a supportive and engaging community around you.

    Instructor:
    Tara Whitney, CPA, ACC

    Fields of Study:
    Personal Development

    Major Topics:

    The major topics that will be covered in this course include:
    • 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.
    11/12/2025
    Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life.

    The course content is thoughtfully structured to ensure a comprehensive learning experience. 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. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to ...
    Apply advanced DAX formulas in Power BI to create dynamic and efficient data measures tailored to specific business needs.
    Determine the most effective time-intelligent functions in DAX for analyzing temporal data trends and patterns in Power BI.
    Identify key differences between common DAX functions and their use cases, enabling more strategic and informed decision-making in Power BI measure creation.
    Choose the appropriate DAX calculation processes for validating and ensuring the accuracy of measures in various data scenarios.
    Use PivotTables in Power BI to validate and test the effectiveness of DAX measures, enhancing the reliability of data analysis.

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/12/2025
    It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & 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.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the audit assertions applicable to the expenses & payables balances.
    Recognize risks & threats to the expenses & payables balances.
    Identify substantive auditing procedures that are used to obtain comfort over expenses & payables.

    Instructor:
    Jaclyn M. Veno, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/12/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/12/2025

    With increasing competition for finding the best qualified candidates and retaining today’s workforce, it’s more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days, and more! We’ll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life “integration”, and increased employee engagement and satisfaction. You’ll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you’re in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization. 


    Speakers:
    Kelly Simants, SHRM-SPC
    11/12/2025

    If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.  


    Speakers:
    Don Minges, MBA
    11/12/2025

    We all are busy, pressed for time and we strive to do as much as we can – as fast as we can. This is our world.  However, there are times when we should stop and think. When we do not analyze (one of our many talents) this inaction causes problems. We will review the penalties of moving too fast. Let’s learn from the mistakes of others.


    Speakers:
    Don Minges, MBA
    Chuck Gallagher
    11/12/2025
    Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being.

    Robbie offers findings on strategies that work to improve DEI efforts based on best practices and interviews with experts in the field. Please note that for those of you who have taken courses from Robbie there will be some duplication and much new content. This session is designed for people who wish for a more fair and just world and workplace.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Explore ethical values and principles related to diversity, equity and inclusion
    Raise awareness of systematic injustices in the workplace
    Provoke curiosity and reflection about self with regard to unconscious bias, assumptions, and microaggression
    Learn some ways to intervene when witnessing unethical practices and behaviors
    Offer examples of successful initiatives of DEI

    Instructor:
    Robbie Glantz and Jennifer Sullivan

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this class include:

    • Overview of ethics
    • Ethical values and principles
    • DEI working definitions
    • Unconscious bias, assumptions, microaggressions
    • Standing Up and Speaking Out
    • DEI and Organizational Responsibility

    11/12/2025
    This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Apply practical strategies based on recent developments
    Identify and recall key compliance issues
    Identify and recall significant changes in tax forms

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/12/2025
    The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish between a forecast and a budget
    Recognize the difference between top-down and bottom-up budgeting
    Recognize the key elements of a flexible budgeting approach
    Utilize key forecast drivers
    Apply judgement when it may be appropriate to make a forecast adjustment

    Instructor:
    David Peters

    Fields of Study:
    Finance

    Major Topics:

    The major topics that will be covered in this course include:

    • Overview of budgeting tools
    • Overview of difference between budgeting and forecasting
    • Examples of various budgeting and forecasting techniques
    11/12/2025

    Trust is essential, because without trust, there can be no teamwork.  Trust is like oxygen, when it is gone - we suffocate.  This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization. 


    Speakers:
    Don Minges, MBA
    11/12/2025
    The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2025 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.

    Objectives:
    • Advise individual clients on tax changes and opportunities in 2025 and after

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Edward Renn, Esq.

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/12/2025
    Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Apply financial ratios to assess profitability, operational efficiency, and risk exposure.
    Calculate key metrics, including operating leverage, margin of safety, and free cash flow yield, to evaluate financial performance.
    Analyze cost behavior to determine its impact on break-even points and financial stability.
    Differentiate between traditional ratios and underutilized metrics for a more comprehensive financial analysis.
    Select appropriate financial ratios to compare company performance and support strategic decision-making.

    Instructor:
    Eric Knight, CPA, DBA

    Fields of Study:
    Finance

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/12/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the fraud triangle and identify common profiles of fraud perpetrators
    Identify types of controls
    Apply specific controls to transaction types to prevent and deter fraud

    Instructor:
    Keely Gohl, CPA, CGMA

    Fields of Study:
    Auditing
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/12/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify basic constructs of AI.
    Distinguish between discriminative and generative artificial intelligence, and
    Analyze AI improvement efforts to properly account for an organization.

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • An overview of AI constructs.
    • How artificial intelligence is being used by accountants today.
    • Accounting-centric AI developments on the horizon.
    11/12/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze the essential privacy, security, and compliance considerations when working with Generative AI technologies.
    Identify best practices for secure data sharing with GPT models.
    Evaluate the do's and don'ts of AI policy implementation to ensure regulatory adherence.
    Analyze AI copyright compliance and its implications for your organization.
    Assess the increasing threat of deepfakes and their potential impact on fraud and misinformation.
    Apply ethical AI practices to uphold data ethics and safeguard sensitive information.
    Design strategies to mitigate risks associated with AI deployment in professional environments.
    Implement robust security measures to protect data integrity and confidentiality.
    Create comprehensive AI policies that align with industry standards and legal requirements.
    Monitor ongoing AI activities to ensure continuous compliance and ethical usage.

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/12/2025

    Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement.  This session will attempt to simplify the requirements using common sense examples and language.


    Speakers:
    Frank Crawford, CPA
    Christopher Pembrook, CPA, MBA, CGAP, CRFA
    11/12/2025

    This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction.  The session will examine fraud vulnerabilities in the four key phases of the procurement process:

    • Presolicitation.
    • Negotiation.
    • Performance.
    • Closeout and Claims. 

    Within each phase, “red flags” will be discussed.  These are the indicia of possible fraud that managers should be alert for.  Also, within each phase, the most common fraud schemes will be highlighted and discussed.  Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur.  This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks and fraud detection strategies.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/12/2025

    If you are efficient and want to learn lessons from the best in a short time, this seminar is for you.  Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective.  The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think?  These lessons are valuable for every business leader. 


    Speakers:
    Don Minges, MBA
    11/12/2025

    Gerald Ford once said that “[n]othing in life is more important that the ability to communicate effectively.” Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking.



    This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups — big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread — speaking in front of others.


    Objectives:
    • Understand strategies to harness public speaking anxiety
    • Be familiar with the three elements of effective persuasion
    • Differentiate the three styles of speech
    • Explore using storytelling to improve presentations
    • Review strategies to improve the pace of your speech
    • Recognize the role of volume and pace
    • Understand how best to use pauses 
    • Recognize when and how to use visual aids
    • Master the “Three P’s” of public speaking

    Presenters:
    Jason Cornell, Esq.

    Field of Study:
    Communications and Marketing (2)

    Major Topics:
    • 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

    11/12/2025
    Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.

    Objectives:
    • Identify penalties that can apply to distributions, and how they can be avoided
    • Help clients avoid the portability mistakes that can result in unintended tax consequences
    • Move inherited retirement assets in a manner that preserves tax deferred status
    • Help clients avoid ineligible contributions
    • Explain the operational and compliance requirements for Roth IRA conversions

    Presenters:
    Denise Appleby, MJ, APA, CISP, CRPS, CRC

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/12/2025
    Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.

    Objectives:
    • Advise clients on unique tax issues faced by U.S. residents living, doing business, or investing abroad
    • Understand how foreign-source income is taxed in the U.S.
    • Advise clients on key tax-saving opportunities available

    Presenters:
    Renata Maroney (Stasaityte), CPA

    Field of Study:
    Taxes (3)

    Major Topics:
    • 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
    11/12/2025
    Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.

    Objectives:
    • Effectively compute rental income and expenses
    • Decode the implications of renting out vacation homes
    • Navigate different tax forms including Schedule E and Schedule A
    • Unravel the complexities of passive activity loss rules and their foundational reasoning
    • Differentiate between active and material participation
    • Understand the nuances in grouping passive activities for tax purposes
    • Navigate the primary limitations on deductibility of passive losses
    • Dive into the influence of at-risk rules on deductions and taxable income
    • Recognize when and how real estate activities are classified as active businesses
    • Identify scenarios for applying individual investor exceptions in passive activity loss rules
    • Analyze Section 199A QBI deduction and safe harbor rules for real estate professionals

    Presenters:
    Daniel Johnson

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/12/2025
    Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Develop an outline of presentation topics
    Draft talking points for a media interview
    Edit your written work for clarity and length
    Adapt content depth and delivery as appropriate for the intended audience
    Recognize best practices for both written and verbal formats
    Avoid plagiarism by providing appropriate credit for sourced material
    Enhance audience engagement

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Communications and Marketing

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/12/2025
    Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recall enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.
    Recognize the importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.
    Identify how to coordinate risk management efforts, including the required involvement of corporate governance.
    Recall how to embed risk management into day-to-day accounting and finance activities.

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Management Services

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/12/2025
    If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the authority of the IRS to assess penalties.
    Recognize the common types of penalties that can be abated.
    Develop a plan to request penalty abatement.
    Review real examples of successful penalty abatement.

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Taxes

    Major Topics:

    The major topics covered in this course include:

    • 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.
    11/12/2025

    In a competitive economy, CPA's  and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/12/2025

    Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time.


    Speakers:
    Don Minges, MBA
    11/12/2025

    To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants.  In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/12/2025
    This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed.

    Listen and learn from Brenda's experience.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize how poor judgment on the job can lead to a prison term
    Recall how government investigations begin
    Recognize that illegal behavior by one group does not justify illegal behavior by another group
    Indicate how loss amounts influence sentence lengths
    Recall the aftermath of a criminal charge

    Instructor:
    Justin Paperny

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this class include:

    • Career choices
    • Ethical dilemmas
    • Judicial proceedings
    • Mitigation strategies
    • Creating tools to help make better decisions
    • Atonement and reconciliation
    11/12/2025
    Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event

    Objectives:
    After completing this course, you will be able to:
    Recognize the foundational principles of SSARS.
    Identify the new requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
    Indicate processes to achieve high-quality SSARS engagements.

    Instructor:
    Allison M. Henry, CPA, CGMA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this class include:

    • 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.
    11/12/2025
    This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the stages of the IRS collection process.
    Analyze differences between IRS employee designations and their authorities.
    Explore strategies to avoid or stop collection actions.
    Determine individuals who may represent taxpayers at the various stages of the collection process.
    Recall the Taxpayer Bill of Rights.

    Instructor:
    Mary Jane Hourani, MM, EA, NTPI Fellow

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/12/2025

    Governmental Accounting 101, is a 2 hour webcast that takes the participant of a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more.  This session will be the first of a series of webcasts, with each subsequent webcast delving deeper and deeper into the governmental accounting basics. 


    Speakers:
    Frank Crawford, CPA
    Christopher Pembrook, CPA, MBA, CGAP, CRFA
    11/12/2025

    There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

    In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do.  We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/12/2025
    This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to:
    Apply common ratio analysis to financial statements
    Consider qualitative analysis outside of the basic financial statements
    Understand how nuances within and between industries can affect the analysis

    Instructor:
    Keely Gohl, CPA, CGMA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this class include:

    • Balance sheet analysis
    • Income statement analysis
    • Cash flow statement analysis
    • Clues in the notes and MD&A
    • Industry nuances

    11/13/2025

    The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed.  Many organizations trying to bring people back to the office have experienced significant turnover.  Some practices have changed forever while some principles will always remain the same.  Keeping your people happy equals keeping your best people.  Learn the changes you should make now and the things you should do forever!


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/13/2025

    LinkedIn is considered by many to be one of the most impressive growth stories in the history of technology companies in Silicon Valley. In just 16 years it grew from nothing into a game changing company in a new industry and the performance of the company and the stock broke all kinds of records. The untold story of LinkeIn's success is that they grew a world class company and a world class team in the midst of a massive war for talent where their competitors for talent (Google, Facebook, Apple and more) could out pay and out perk and out benefit them. They grew a company when all the leaders had never built a company before. Despite the odds the leadership team succeeded and built a company and a culture that many still consider the gold standard. Steve Cadigan was at the epicenter of this growth as the first Chief HR Officer of LinkeIn and he delivers a front row seat to the wild and crazy and amazing ride that took LinkedIn from an unknown career destination into one of the top places to work in the world! Steve delivers a first hand account of lessons learned, mistakes made and what it was like to be facing a situation he had never faced before - hypergrowth. Wherever you are in your learning journey you will enjoy this class.


    Speakers:
    Steve Cadigan
    11/13/2025
    If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!

    Objectives:
    • Understand what peer reviewers look at (and don’t look at) when reviewing Yellow Book and single audits
    • Apply some of the best practices and avoid some of the worst habits seen in audits of governments and not-for-profits
    • Skillfully apply today’s Yellow Book and Uniform Guidance requirements

    Presenters:
    Charlie Blanton, CPA

    Field of Study:
    Auditing (Governmental) (4)

    Major Topics:
    • 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
    11/13/2025
    Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

    Objectives:
    • Understand which income tax returns and schedules have changed for individuals and pass-through entities
    • Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (4)

    Major Topics:
    • Timely coverage of breaking tax legislation
    • Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 
    • A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
    • Hot developments affecting the upcoming tax season
    • Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
    • Key new tax and practice developments and how they impact the current-year tax forms for individuals
    11/13/2025
    This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.

    Objectives:
    • Understand the most commonly used forms of ownership for real estate holdings and the scenario-based advantages and disadvantages of each
    • Know and be able to apply the key considerations in determinations surrounding depreciation and recapture, like-kind exchanges, and the determination of passive activity losses
    • Recognize how recent tax legislation impacts commercial real estate
    • Recognize how recent tax legislation impacts homeowners
    • Identify components for determing a property's tax basis

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (4)

    Major Topics:
    • 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
    11/13/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify how the federal income tax differs from other types of federal taxes
    Determine the steps in computing a taxpayer's federal income tax liability
    Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," "qualifying child," "tax credits," "filing status," and "kiddie tax"
    Recognize how an individual's standard deduction is determined
    Indicate differences in the tax for ordinary income, capital gains, and qualified dividend income
    Recall the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions
    Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/13/2025
    This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rulesIdentify and recall key compliance issuesIdentify and recall significant issues in the installment sale tax form

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/13/2025
    In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Evaluate the relationship between financial success and ethics
    Identify the characteristics that make the CPA credential unique compared to other financial designations
    Compare and contrast the AICPA Code of Professional Conduct to the ethics codes of other financial professionals
    Analyze the steps in the AICPA Code of Professional Conduct Conceptual Framework Approach
    Recognize the key issues currently being addressed by the AICPA Professional Ethics Executive Committee
    Recognize the key factors that influence employee behavior according to research
    Identify the key factors of ethical communication that increase trust
    Indicate how the concept of ethical communication can be applied within the context of a difficult conversation

    Instructor:
    David Peters

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/13/2025
    This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards to audits of Small- and Medium-Sized Entities (SMEs). Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy smooth sailing in their peer reviews, guaranteed!

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify the key changes in recently issued AICPA auditing standards
    Recognize common audit deficiencies as identified in peer reviews
    Distinguish common audit deficiencies as identified in lawsuits centered on audit engagements

    Instructor:
    Walter J. Haig

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this class include:

    • 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)
    11/13/2025
    Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization.

    We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this course, you will be able to...
    Distinguish the relationship of ethics to supervisory/managerial responsibilities
    Identify ethical traps of supervision/management
    Recognize how to set job standards and analyze performance
    Recognize the importance of fairness in managing unconscious bias
    Strengthen or develop communication skills

    Instructor:
    Robbie Glantz and Jennifer Sullivan

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/13/2025
    Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensating
    Determine how each control becomes a piece of an overall internal control structure
    Identify both organization-wide measures as well as more segmented controls and how these must co-exist

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:

    • Underlying concepts of internal control
    • The importance of control measure interdependency
    11/13/2025

    As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

    Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.

     


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/13/2025

    In the world of work today, nothing is more critical than Culture.  If people are your competitive advantage, then culture is the best way to help your people realize a great destination. While many leaders and companies talk a lot about culture, few take the time to really plan, build, and invest in a great culture. Today, the world of work could not be more challenging, and the changes that we are seeing in the workforce, such as the rise of remote workers and increasing turnover, are adding to the complexity. Now more than ever, Culture must become your competitive advantage. In this course, you will learn about the key macro changes in the workforce and what some leading companies and leaders are doing to create amazing cultures and high-performing organizations. From LinkedIn to Patagonia to Eventbrite, you will learn from some top organizations ow they have successfully leveraged culture. You will learn what Culture is and can be, and you will learn what culture is not. As you set sail in 2024 and beyond as a leader, you will benefit from this class and learn how to make culture your competitive advantage. Your teacher for the class is Steve Cadigan, whom many credit for being the architect of LinkedIn's world-class and groundbreaking culture. 


    Speakers:
    Steve Cadigan
    11/13/2025
    The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.

    Objectives:
    • Understand the current economic issues for the CFO/Controller, including:
      • Strategic operational planning and risk management
      • Regulatory, fiscal, and monetary policies and their impact on the organization
      • Managing the finances of the organization during periods of rapid changes
      • Managing risk in an uncertain economic climate

    Presenters:
    Frank Ryan, CPA

    Field of Study:
    Business Management and Organization (8)

    Major Topics:
    • 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 
    11/13/2025
    The phrase “time management” is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who “manage” or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others.

    Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

    Objectives:
    • Recognize how you use your time most effectively
    • Understand your priorities when budgeting time
    • Understand ways to schedule your time appropriately
    • Manage external events that consume time
    • Use strategies and tools to assist in properly managing time
    • Be familiar with strategies for resolving time management problems

    Presenters:
    Jason Cornell, Esq.

    Field of Study:
    Personal Development (2)

    Major Topics:
    • 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
    11/13/2025
    Good writing is good business. Studies show that the average business worker receives 121 emails per day. That’s a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

    Objectives:
    • Organize thoughts to create purposeful, clear, and concise writing
    • Understand how to write for your reader
    • Practice applying techniques for writing more efficient, readable, outcome-focused emails
    • Use an appropriate tone and professionalism in business communications
    • Plan for continued improvement and apply learned skills

    Presenters:
    Margaret Uhrich

    Field of Study:
    Personal Development (2)

    Major Topics:
    • 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
    11/13/2025
    The Tax Cuts and Jobs Act of 2017 (TCJA) has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. Bonus depreciation was expanded and increased from 50 to 100 percent for qualifying assets placed in service beginning after September 27, 2017, through December 31, 2022. After December 31, 2022, the deduction percentage began decreasing by 20 percent per year, fully phasing out after 2026. Bonus depreciation is now available on new and used assets. President Trump favors a permanent extension of the 2017 tax provisions, and we anticipate legislative changes in 2025 that may make the changes in depreciation permanent or extend them beyond 2025. We will be watching legislative developments closely in 2025 to determine how 2025 legislative changes impact the tax depreciation rules.

    Objectives:
    • Prepare attendees for changes in the depreciation rules taking place in 2026 and after
    • Alert attendees to potential changes in bonus depreciation taking place in 2026 and after

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Bruce Johnson, MBA, CEM

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/13/2025
    We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze the various ways that data can be misleading.
    Recognize that data interpretation is affected by many factors.
    Identify how these factors can lead to pitfalls in interpretation.
    Overcome data interpretation pitfalls.

    Instructor:
    Keely Gohl, CPA, CGMA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • Ways in which data and information can be misleading
    • Common pitfalls when encountering data
    • How to re-evaluate the data to avoid those pitfalls
    11/13/2025
    This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Stay in compliance with ethics requirements
    Recall recent standard-setting projects and changes to the AICPA Code of Professional Conduct
    Analyze the regulatory requirements created by other state boards of accountancy, the National Association of State Boards of Accountancy, and recent regulatory initiatives
    Apply these standards in practice.

    Instructor:
    Allison M. Henry, CPA, CGMA

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/13/2025

    Every organization today is facing an onslaught of pressure to master Artificial Intelligence “AI” strategies across their enterprises. Never before have we witnessed such a steep expectation for how a “technology” can transform a business, and never before have we been expected to leverage a technology so quickly and so completely.  There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy, and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.


    Speakers:
    Steve Cadigan
    11/13/2025
    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.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Design effective prompts to extract meaningful, context-rich responses from AI in financial contexts.Identify strategies to overcome AI's "lazy" response defaults and elicit deeper analysis.Apply multi-layered prompting techniques to explore topics from different perspectives and depths.Evaluate the impact of using candid and contrarian prompts for balanced financial insights.Use specialized prompts to uncover ripple and cobra effects in financial scenarios.Develop an "Avoid Stupidity" checklist for avoiding common mistakes in AI-assisted financial tasks.Integrate perspective-based prompts to receive responses tailored to accounting-specific viewpoints.Automate repetitive accounting tasks by prompting AI for optimized workflows.Utilize emotion-driven prompts to improve the quality and engagement of AI responses.Implement practical prompt engineering techniques to enhance accuracy and depth in financial analysis.

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.

    11/13/2025
    Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.

    Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize real-world frauds occurring in not-for-profit entities.
    Identify useful fraud prevention tools.
    Educate on how real-world frauds were detected.

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Auditing (Governmental)

    Major Topics:

    The major topics that will be covered in this course include:

    • Best practices for fraud prevention and detection.
    • Common fraud schemes in nonprofit 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!
    11/13/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish the three stages of money laundering
    Recall possible money laundering techniques
    Identify the possible money laundering statute

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Specialized Knowledge

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/13/2025
    Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall reasons to create controls such as to reduce errors, thwart fraud or enhance efficiency
    Distinguish between proactively and reactively created measures
    Identify control type segments such as administrative or operation level measures

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:
    • Control design basics
    • Areas or segments of an enterprise to control
    • Controls to reduce risk
    • Controls to drive operations
    11/13/2025

    This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment.


    Speakers:
    Amy Gomez, SPHR, SHRM-SCP
    11/13/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/13/2025

    How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speakers credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals, and more.


    Speakers:
    Michelle Tillis Lederman
    11/13/2025

    Business ethics is not just something “nice to do” but can mean the difference between success, failure, and survival in today’s increasingly competitive environment.  This seminar outlines steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions.


    Speakers:
    Don Minges, MBA
    Richard A. Karwic, MBA
    11/13/2025
    The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Identify the impact of ASUs that are effective in 2024 on financial reporting
    Recognize the impact of the lease modification on financial reporting
    Identify FASB ASUs that will be effective after 2024

    Instructor:
    Melisa F. Galasso, CPA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits.
    • 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.
    11/13/2025
    How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA.

    Even if you believe you're already a deeply grateful person, you'll still learn some new strategies for expressing gratitude effectively. Forbes Contributor Bruce Weinstein, The Ethics Guy, will show you how to use LinkedIn in a novel way to say "thank you." You'll also find better and worse ways of letting clients, team members, family members and friends know that you care about them.

    You'll understand why gratitude is a matter of ethics and not merely etiquette.

    Finally, you'll discover how to use questions about gratitude in job interviews and performance reviews. Why not hire and promote people who are not only knowledgeable and skilled but also grateful?

    You will be thankful for having taken this valuable webinar!

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to:
    Identify ways to evaluate gratitude in job applicants and current employees so that your team is made up of people who are knowledgeable, skilled, and grateful-a winning trifecta!
    Recognize how gratitude varies in different cultures

    Instructor:
    Bruce Weinstein

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
    11/13/2025
    As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses, the role they play during pre-litigation through to trial, and the techniques experts employ to avoid challenges from opposing counsel.

    Objectives:
    • Understand how to become qualified as an expert witness
    • Learn skills that experts use during deposition and trial to support their conclusions
    • Understand the litigation process and the role accountants play in moving a case forward through to trial

    Presenters:
    Jason Cornell, Esq.

    Field of Study:
    Accounting (2)

    Major Topics:
    • 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
    11/13/2025
    Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.

    Objectives:
    • Recall common tax deadlines, penalties, and potential remedies
    • Identify the requirements and how to file for withdrawal of an ERC claim
    • Recognize where to file an initial beneficial ownership report on the FINCEN website
    • Identify where to claim deductions for software on Form 4562
    • State the differences between 1099-K, 1099-NEC, and 1099-MISC
    • Recognize when a taxpayer must file electronically
    • Identify when a taxpayer may obtain an IP PIN
    • State the reporting requirements for virtual currency
    • Recognize reporting and substantiation requirements related to green energy credits

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (4)

    Major Topics:
    • 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
    11/13/2025
    In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress.

    Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish between healthy and unhealthy coping mechanisms for managing stress and anxiety.
    Recognize the signs of burnout and implement practical tools and strategies to help create a balanced, fulfilling life.
    Select effective strategies for improving sleep, nutrition, and overall wellness.

    Instructor:
    Alexis Smith, PA-C

    Fields of Study:
    Personal Development

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/13/2025
    Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening.
    How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending the presentation, you will be able to...
    Use your focus and attention, no matter your audience
    Recognize when, and with whom, you are distracted
    Apply trust building from several different dimensions
    Use strategies to train others and offer support, rather than micromanage
    Use delegation strategies

    Instructor:
    Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman

    Fields of Study:
    Personal Development

    Major Topics:

    The major subjects that will be covered in this course include:

    • 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
    11/13/2025

    QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

    Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/13/2025
    Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

    Objectives:
    • Advise individual clients on the benefits of using a trust to achieve their personal goals 
    • Save clients money in their estate planning

    Presenters:
    Ciro Poppiti, Esq.

    Field of Study:
    Taxes (4)

    Major Topics:
    • 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
    11/13/2025
    This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office!

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Analyze fundamental managerial accounting concepts that may not be part of your daily routine
    Apply managerial accounting techniques to actual business circumstances

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this class include:

    • Target profit analysis
    • Break-even analysis
    • Relevant costs and decision-making
    • Standard costs and variances
    • Activity-based costing
    • Segment reporting and analysis
    11/13/2025
    This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify requirements related to audit reporting when the requirements for reporting on key audit matter apply
    Recall core concepts fundamental to determining and documenting independence
    Recognize supplemental requirements imposed by the 2024 Yellow Book during the performance of a financial statement audit
    Recall significant changes made by the 20248 version of Government Auditing Standards
    Recognize the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards

    Instructor:
    Daniel W. Bradley, CPA

    Fields of Study:
    Auditing (Governmental)

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/13/2025

    This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.


    Speakers:
    Amy Gomez, SPHR, SHRM-SCP
    11/13/2025

    In this course, participants will learn about the five principals of COSO's Fraud Risk Management Guide and the linkages each principal has to the use of forensic data analytics to measurably demonstrate effectiveness and ROI.  We will also explore key elements to a successful program that is sustainable as well as pitfalls to avoid. Finally, we will cover several case studies that demonstrate the key concepts discussed. 


    Speakers:
    Vincent M. Walden, CPA, CFE
    11/13/2025

    In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business.

    During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication.


    Speakers:
    Michelle Tillis Lederman
    11/13/2025
    How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s, and sister plans.

    Objectives:
    • Explain the eligibility requirements for funding Roth IRAs and Roth 401(k) plans
    • Describe the tax impacts of rollovers from employer plans to Roth IRAs
    • Demonstrate the steps that determine whether a Roth distribution is tax-free
    • Determine when the ordering rules apply

    Presenters:
    Denise Appleby, MJ, APA, CISP, CRPS, CRC

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/13/2025
    As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients.

    Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.

    Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.

    Objectives:
    • Be well informed on current topics impacting taxes, finance, and industry

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA

    Field of Study:
    Taxes (1)

    Major Topics:
    • Each week’s topics will change based on the most critical issues affecting financial professionals
    11/13/2025
    Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify reasons that employees and others that are internal to an organization choose to undertake fraudulent acts
    Recall the factors that make smaller organizations attractive to those considering fraud
    Recognize specific internal control measures that can help to reduce fraud activities executed against smaller and medium sized companies

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics included in this course include:

    • The reasons for fraud
    • Fraudulent acts that are initiated against smaller organizations
    • Methods to stop fraud attempts against small businesses
    11/13/2025

    Fraud continues to plague businesses at epidemic levels, and technology control failures are a big reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

    A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be better positioned to reduce fraud risk.

     


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/13/2025

    Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use “brute force,” inefficient means when working with these three components of Microsoft Office. If that describes you, ensure you carve time out of your schedule to participate in this fourhour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.

     


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/13/2025
    This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the historical view of U.S. taxation.
    Distinguish between industrial hemp and marijuana.
    Recall the definition of income as defined by I.R.C. 61.
    Apply the restrictions and limitations of 280E and 471.
    Examine state marijuana laws.
    Recognize the challenges of a cash-intensive business.
    Analyze relevant federal court cases.

    Instructor:
    Mary Jane Hourani, MM, EA, NTPI Fellow

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • Industrial hemp vs. marijuana.
    • Income definitions under I.R.C. §61.
    • Tax code restrictions: §280E and §471.
    • State-specific marijuana laws.
    • Cash management in cannabis businesses.
    • Federal court case analysis.
    11/13/2025

    In this course, participants will learn about key trends and innovations impacting the field of forensic data analytics.  From generative AI to ChatGPT, machine learning and transaction review, data sharing consortiums and cryptocurrency trends, this course is for the futurist who wants to be leading edge in compliance and anti-fraud technology innovation. 


    Speakers:
    Vincent M. Walden, CPA, CFE
    11/13/2025
    This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

    Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify exactly what a CFO/Advisor does
    Determine if you're qualified to provide CFO/Advisory services
    Replace your income with just advisory clients
    Package and price your advisory services
    Combine tax and advisory services (if you still want to offer tax)
    Deliver an advisory service in a way that keeps clients coming back for more

    Instructor:
    Lacey Harnar

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/13/2025
    It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify areas of focus by the SEC, new rules, and developments by the PCAOB.
    List comment letters and areas of PCAOB emphasis to help registrants improve the quality of financial reporting.
    Recall enforcement actions by the SEC.

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Accounting
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • Developments at the PCAOB.
    • Recent trends in SEC comment letters.
    • Enforcement actions and administrative proceedings.
    • Conclusions and predictions for the future.
    11/13/2025
    This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications.
    custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.
    This course is designed to guide accountants on how to leverage these enhanced ChatGPT
    functionalities to streamline financial workflows, analyze data, and engage in more dynamic,
    multi-modal interactions.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Design custom GPTs that address specific accounting challenges and workflowsDevelop effective instructions that ensure GPTs follow accounting standards and best practicesAnalyze existing accounting processes to identify opportunities for GPT automationCreate knowledge bases with accounting regulations, tax codes, and firm policiesEvaluate the effectiveness of accounting GPTs through testing and refinementImplement security protocols to protect sensitive financial information in GPTsApply GPT Builder to generate practical accounting tools that increase productivity

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/13/2025
    Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth.
    - Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management.
    - Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth.
    - Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth.

    Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Formulate the ability to project future income, expenses, and resources using historical data and market trends for strategic planning and investment decisions.
    Calculate future earnings and financial positions to evaluate growth potential, solvency, and capital structure for effective budgeting and risk management.
    Apply forecasting insights to enhance resource allocation, manage risks, and attract investments, supporting long-term financial stability and growth

    Instructor:
    Eric Knight, CPA, DBA

    Fields of Study:
    Finance

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/13/2025

    Many organizations have a process documented for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company that you might think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today.


    Speakers:
    Bob Mims, CPA
    11/13/2025

    Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words,
    actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole
    organizations, and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings.

    Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive, and strategic performance.


    Speakers:
    Richard A. Karwic, MBA
    11/13/2025

    Whether you are responsible for managing 1 employee or 20, your leadership can make or break your team. Learn practical leadership strategies that you can implement when you return to your office. In today’s competitive market, it’s more imperative than ever that as leaders we are inspiring and motivating our teams to success.  


    Speakers:
    Kelly Simants, SHRM-SPC
    11/13/2025

    Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?


    Speakers:
    Bob Mims, CPA
    11/13/2025

    Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/13/2025
    If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify all the ways you can use Adobe Acrobat to create, edit and manage PDF files
    Distinguish between the various features of Adobe and when to use them
    Recognize the opportunity to use Adobe to create fillable forms and process documents for e-signature

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:

    • 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

     

    11/13/2025

    As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business.

    From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish.


    Speakers:
    Amy Gomez, SPHR, SHRM-SCP
    11/13/2025

    As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.


    Speakers:
    Bob Mims, CPA
    11/13/2025

    Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results.

    Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.


    Speakers:
    Richard A. Karwic, MBA
    11/13/2025

    In this course, we will share tips and tricks for working remotely.  You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.


    Speakers:
    Kelly Simants, SHRM-SPC
    11/13/2025

    Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful conflict resolution occurs by listening to and providing opportunities to meet each side needs, and adequately addressing their interests so that they are each satisfied with the outcome. In this you will learn the different conflict modes, how to choose the appropriate strategy for your situation, and how relationships impact your ability to promote the positive outcomes and minimize the negative outcomes of conflict.


    Speakers:
    Michelle Tillis Lederman
    11/14/2025

    Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich.  Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively.  This session will cover a wide variety of day-to-day cash management tools.  


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/14/2025

    By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.

    If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/14/2025

    This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. 


    Speakers:
    J. Michael Inzina
    11/14/2025
    Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more “dangerous” than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting are so complex and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit.

    Objectives:
    • Apply accounting and financial reporting standards to construction contractors

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Accounting (4)

    Major Topics:
    • 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
    11/14/2025
    In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

    Objectives:
    • Understand the latest enacted tax law changes
    • Understand strategies and techniques to use in light of tax changes
    • Understand current cases and rulings affecting individuals and businesses

    Presenters:
    Bob Lickwar, CPA

    Field of Study:
    Taxes (8)

    Major Topics:
    • 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
    11/14/2025
    Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease accounting guidance. In this course, we will review how to measure the lease liability and right-of-use asset that will now be recorded on the balance sheet for all leases. We will also tackle the tricky issues of accounting for lease modifications and other lease remeasurement events as well as address the other major provisions of ASC 842, such as disclosures and transition. We will also review the income statement treatment of lease expense for all leases for both lessees and lessors and discuss recent FASB implementation guidance. Lastly, the course will cover all recent updates to the originally issued guidance in Topic 842, including that related to discount rates. With Topic 842’s effective date here, now is the time to get up to speed on this complex new standard.

    Objectives:
    • Comprehend and apply the FASB’s comprehensive new lease accounting guidance found in ASU No. 2016-02, Leases (Topic 842)
    • Recall operational issues in adopting the new lease accounting standard

    Presenters:
    Samuel Monastra, CPA

    Field of Study:
    Accounting (4)

    Major Topics:
    • 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
    11/14/2025
    If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the authority of the IRS to assess penalties.
    Recognize the common types of penalties that can be abated.
    Develop a plan to request penalty abatement.
    Review real examples of successful penalty abatement.

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Taxes

    Major Topics:

    The major topics covered in this course include:

    • 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.
    11/14/2025
    This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After completing this course, you will be able to:
    Identify the most recent FASB accounting and financial statement reporting standards.

    Instructor:
    Allison M. Henry, CPA, CGMA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this class include:

    • CECL for nonfinancial institutions.
    • Accounting for Paycheck Protection Program loans.
    • Accounting for web-hosting services.
    • Revenue recognition.
    • Leases.
    • FASB projects in progress.
    11/14/2025
    Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish reasons that employees and others that are internal to an organization choose to undertake fraudulent acts
    Determine the ways that fraud activities are changing as business methods change
    Differentiate between the types of control measures that work best as entities strive to mitigate fraud risk
    Select specific internal control measures that reduce fraud activities
    Identify how anti-fraud measures add security to all segments and aspects of a business organization

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:

    • Fraudulent acts initiated from outside organizations
    • Why internal fraud occurs
    • The importance of fighting cyber-fraud
    • Steps that verify anti-fraud activities are working
    11/14/2025
    The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner's interest, Section 751 and the Section 754 election.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for partnership distributions of propertyIdentify and recall key compliance issuesIdentify and recall significant issues in the Form 7217

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/14/2025
    Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to ...
    Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications.
    Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts.
    Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis.

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/14/2025

    Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.


    Speakers:
    Daniel Porter, CFE
    11/14/2025
    When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new partner’s inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.

    Objectives:
    • Determine the amount of a Section 754 basis step-up
    • Know how to allocate the basis step-up to the partnership's assets
    • Know how a partnership makes a Section 754 election and reports it to the IRS

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Bob Lickwar, CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/14/2025
    The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall evaluating long-lived assets for impairment.
    Recognize unique valuation considerations with customer receivables and inventory.
    Assess accounting and disclosure considerations related to insurance claims.
    Recognize other matters, such as lease terminations, debt compliance and more!

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • Current and noncurrent asset impairment.
    • Insurance claims and related recoveries.
    • Debt and liquidity issues.
    • Government assistance and relief.
    • Subsequent Events.
    • Lease modifcations.
    • Other matters.
    11/14/2025
    The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. We'll look at the work of the NAC and the impact they've had. We'll then transition to the Accounting Standards Updates (ASUs) issued by the FASB that impact nonprofit entities. We'll review year 2 considerations of the leases standard. We'll also review common nonprofit deficiencies identified in peer review. Once we've wrapped up the accounting update, the course shifts to the audit side of the house with a look at what's going on at the AICPA. We'll review the impact of the changes to group audits as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall changes to financial reporting for nonprofits
    Recognize the impact of audit changes on nonprofit audit engagements

    Instructor:
    Melisa F. Galasso, CPA

    Fields of Study:
    Accounting (Governmental)
    Auditing (Governmental)

    Major Topics:

    The major topics that will be covered in this course include:

    • The Not-for-Profit Advisory Committee (NAC).
    • Accounting Standards Updates (ASUs).
    • Year 2 considerations of the leases standard.
    • Common nonprofit deficiencies identified in peer review.
    • What's going on at the AICPA.
    11/14/2025

    Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/14/2025
    This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize the importance of budgeting
    Identify components of a master budget
    Distinguish the utility of flexible budgets
    Analyze the role of variances
    Apply capital budgeting techniques

    Instructor:
    Dr. Christopher J. Harper, CPA, MBA

    Fields of Study:
    Finance

    Major Topics:

    The major topics that will be covered in this course include:

    • Advantages of budgeting
    • The role of budgeting
    • Master budgeting
    • Flexible budgeting
    • Standards and variances
    • Capital budgeting
    11/14/2025
    This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize differences between financial and managerial accounting.
    Revisit fundamental managerial accounting concepts.
    Utilize managerial accounting to facilitate decision-making.
    Apply managerial accounting techniques to actual business circumstances.

    Instructor:
    Dr. Christopher J. Harper, CPA, MBA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • Target profit and Break-even analysis.
    • Relevant costs and decision-making.
    • Standard costs and variances.
    • Activity-based costing.
    • Segment reporting and analysis.
    • Budgeting.
    11/14/2025
    Trust is the glue that binds all relationships. Regardless, humans tell lies; a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How can you properly interpret the cues? How can you protect yourself from lies? This class will discuss how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize that lies are a part of human nature.
    Identify and unearth lies.
    Help uncover the truth.

    Instructor:
    Don Minges, MBA

    Fields of Study:
    Business Management & Organization

    Major Topics:

    The major topics that will be covered in this course include:

    • Lies abound.
      • Why it is so difficult to call out a liar?
      • How do lies devastate?
      • Why do we despise lies?
      • What sets apart liars?
    • Deciphering the signals that indicate dishonesty.
    • How does short-term thinking leads to lies and uncovering lies?
      • Analyzing the cues.
      • Differentiating concerns and guilt.
    • The deception paradox.
    • What makes a great lie so great?
    • Proven processes to uncover lies.
    11/14/2025
    The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish between a forecast and a budget
    Recognize the difference between top-down and bottom-up budgeting
    Recognize the key elements of a flexible budgeting approach
    Utilize key forecast drivers
    Apply judgement when it may be appropriate to make a forecast adjustment

    Instructor:
    David Peters

    Fields of Study:
    Finance

    Major Topics:

    The major topics that will be covered in this course include:

    • Overview of budgeting tools
    • Overview of difference between budgeting and forecasting
    • Examples of various budgeting and forecasting techniques
    11/14/2025
    Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, shared understanding, and increased productivity.

    This workshop will provide an intimate understanding of how to deal with conflict in collaborative and constructive ways. Using ethical values and principles, we will explore how to move conflict from an obstacle to an opportunity.

    This workshop is geared toward individuals who are wanting to improve their conflict management skills and create more harmonious and positive working environments.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recall conflict concepts and tools to help move conflict to productive outcomes
    Identify human tendencies that hamper conflict management and offer ways to minimize them
    Distinguish gossip and emotions related to conflict
    Recognize mindset and skills helpful in collaboration

    Instructor:
    Robbie Glantz

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/14/2025

    This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment.


    Speakers:
    Amy Gomez, SPHR, SHRM-SCP
    11/14/2025

    Professional codes of ethics provide guidance to professionals who are frequently required to choose between doing the right thing and the wrong thing. Sometimes, professionals violate their ethical code and do the wrong thing for what they rationalize is the right reason. This session uses the popular television show "Ozark" and its multiple examples of seemingly good people doing bad things for the right reason to define ethics as well as explore why people make unethical choices and how they justify those choices.


    Speakers:
    Daniel Porter, CFE
    11/14/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/14/2025

    We encounter pressure from many varied sources every day. We will focus on one of the more overlooked areas where fraud can be found.  Employees respond to pressure, and sometime the pressure leads to unethical actions. Where should you look and what should you look for? Risk assessment is not something ‘nice to do’, but it is required for internal audits, external audits, and every leader. If you are in a leadership position, learn where to look?


    Speakers:
    Don Minges, MBA
    Gary Zeune, CPA
    11/14/2025
    This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize the role and responsibilities of TIGTA in the US tax system
    Identify the ways in which TIGTA conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the tax system
    Identify the impact of TIGTA's work on the tax system and accounting profession
    Analyze the importance of trust and confidence in the tax system
    Evaluate the effectiveness of TIGTA's efforts to improve the efficiency and effectiveness of the IRS
    Analyze the role of TIGTA in identifying opportunities to improve the administration of tax laws

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    Major topics covered in this course include:

    • 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
    11/14/2025
    This course chronicles the decisions that led to the arrest of Sam Bankman-Fried (SBF), and helps participants understand the consequences that will follow for people charged with business-related crimes. Authorities arrested SBF pursuant to a grand jury indictment that charged him with wire fraud, securities fraud, money laundering, and related conspiracy charges. This lesson chronicles how the former billionaire's business decisions exposed him to criminal charges that include potential penalties of more than 100 years in federal prison for his alleged role in defrauding investors who trusted in his ability to make ethical decisions. Participants will learn about the criminal justice process, including indictments, arrest, extradition, judicial proceedings, mitigation, sentencing, prison, and collateral consequences.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify how white-collar crime investigations begin
    Recall terminology associated with criminal justice proceedings
    Recognize the relationship between a criminal charge and a conviction
    Recognize how judges identify appropriate sentences for business-related crimes

    Instructor:
    Justin Paperny

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    Major topics covered in this course include:

    • 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?
    11/14/2025
    This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for filing requirements. Additionally, we'll cover key tax due dates, how to handle missed deadlines, and potential relief options. Whether you're new to the field or running your own practice, this course will equip you with the tools to succeed.

    Objectives:
    • Identify key tax due dates by entity type
    • Recognize how late filing, late payment, and other common penalties are calculated
    • Recall common information return due dates and applicable penalties
    • State first time abatement relief qualifications and other common remedies
    • State what the term nexus means and how it differs for sales tax and income tax reporting obligations
    • Recognize economic nexus and when it applies
    • Identify when a company has to file an income tax return or sales tax return

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/14/2025
    Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental toughness, competence, and confidence. A confident accounting or finance person makes better decisions and thinks in deliberate ways to meet adversity and pressure.

    Resilience is the ability to exercise tenacity, bounce back from tough times, or even triumph in the face of adversity. Today's accounting professionals will experience challenges but are able to reframe then as learning opportunities. Resilient accounting and finance professionals push their limits, learn from their mistakes, and are able to transform an organization and themselves.

    Objectives:
    • Define resilience and why it matters
    • Learn how to build it in yourself and others
    • Learn how stress and pressure impact your ability to be resilient
    • Evaluate and determine your own personal resilience score
    • Learn positive coping styles
    • Be more flexible and creative in your problem solving
    • Achieve peak performance in spite of the circumstances
    • Learn the evidence behind the five keys to resilience

    Presenters:
    Susan Ward

    Field of Study:
    Business Management & Organization (Non-technical) (1), Personal Development (1)

    Major Topics:
    • Bounce back from adversity and pressure
    • Avoid giving up too soon
    • Reframe challenges
    • Learn resilience and transform from mistakes
    11/14/2025
    Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.

    Objectives:
    • Explain and implement the tax rules relating to the sale of a residence

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Bob Lickwar, CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • General rules relating to the sale of a residence under § 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
    11/14/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Find and Automate the Right Tasks: spot tasks and processes that can be automated, using the latest tech to make your business more efficient and free up valuable time.Use Outsourcing to Grow: choose the right outsourcing opportunities that fit your business needs, tap into specialized skills while keeping costs down.Integrate Scalable Tech Solutions: bring technology into your business in a way that supports growth, simplifies workflows, and saves you money.

    Instructor:
    Sharrin Fuller

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/14/2025
    Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize the ethical implications and risks associated with the use of generative AI
    Identify specific methods you can put into practice to ensure the ethical and safe use of AI

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • Understanding ethical implications of AI
    • Data privacy and security considerations
    • Compliance with regulations and professional standards
    • Developing ethical AI policies and procedures
    11/14/2025
    Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About

    In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify what types of benefits employees find valuable
    Recall the basic types of retirement plans and how they differ
    Distinguish between the basic health insurance plan types
    Recognize how life insurance may be incorporated into an employee benefits package

    Instructor:
    David Peters

    Fields of Study:
    Personnel/Human Resources

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/14/2025
    Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.

    Objectives:
    • Understand how to file a simple gift tax return

    Presenters:
    Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/14/2025

    Recent feedback from the AICPA has emphasized the importance of performing an effective risk assessment to identify and evaluate the risk of material misstatement in a financial statement audit. SAS 145, the 2023 amendment to AU-C 315, makes significant changes to the extant risk assessment standard and certain changes to other standards as well. The amendments clarify confusion that the AICPA believes auditors experienced under the existing standard and also conforms, for the most part, to the IAASB standard on the same topic. SAS 145 has been effective for two years now starting with December 31, 2023 audits.



    This course will focus on how to perform the risk assessment process under the new standard, providing participants with a summary of the changes to existing guidance. It will discuss linking the results of the risk assessment to further testing (internal control and substantive testing) and procedures performed in concluding on the evidence obtained. In addition, it will also discuss documentation and audit communications.


    Objectives:
    • Recall key concepts in the risk assessment standards, including various requirements
    • Recognize how to implement the standards in practice
    • Identify approaches to comply with professional standards while auditing in a virtual environment

    Presenters:
    Marci Thomas, CPA

    Field of Study:
    Auditing (4)

    Major Topics:
    • Audit process and planning
    • Materiality, performance materiality, and tolerable misstatement
    • Assessing the risk of material misstatement
    • Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls
    • Designing procedures to test the effectiveness of controls
    • Issues noted related to performing substantive procedures
    • Documentation
    • Communication with the Client and Governance
    11/14/2025
    The Inflation Reduction Act increased the IRS budget. As a result, the IRS continues to replenish its audit workforce. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. Now, more than ever, Accounting, Tax and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.

    Objectives:

    • Understand the IRS process for selecting returns for examination
    • Identify the types of returns the IRS is examining
    • Understand the hot examination issues that the IRS is focusing on to help clients reduce their exposure to additional tax assessments
    • Determine if your client is a victim of tax-related identity theft and the procedures to use to resolve strategies for dealing with IRS examiners and presenting your clients’ tax positions in the best light possible

    Presenters:
    Debbie Phillips, M.S.T., CPA

    Field of Study:
    Taxes (4)

    Major Topics:
    • 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
    11/14/2025
    This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Apply array formulas and functions in Excel to solve complex data analysis problems, enhancing the efficiency and accuracy of calculations.
    Differentiate between regular and array formulas, and determine when to use each for optimal data management and processing in various scenarios.
    Analyze and select the most appropriate array functions and constants for specific tasks, improving the effectiveness of data manipulation and presentation in Excel

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/14/2025

    This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.


    Speakers:
    Amy Gomez, SPHR, SHRM-SCP
    11/14/2025

    Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session is an introduction to these differences and provides best practices for assessing allegations of employee misconduct and planning the investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Episodes 2 and 3 complete the series.


    Speakers:
    Daniel Porter, CFE
    11/14/2025
    Tax practitioners advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that tax practitioners must know in order to advise their individual and pass-through entity clients fully and adequately as to when and if a loss limitation applies. The loss limitations discussed in this program start with an introductory discussion of hobby loss rules and graduate to a more substantive discussion of the remaining loss limitations: basis limits, at-risk rules, passive loss limits, excess business loss limits, net operating losses, and the Section 163(j) interest limitation. Knowing when loss limits apply is essential for any tax practitioner. This program will put you in a position to advise clients fully and intelligently regarding each of the loss limits.

    Objectives:
    • Recognize the impact of partner/S corporation’s shareholder basis on the ability to take losses
    • Advise clients regarding the taking of losses from pass-through entities

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Lance Weiss, CPA, CVA

    Field of Study:
    Taxes (3)

    Major Topics:
    • 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
    11/14/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Prepare for an investigation
    Recall how to review paper and electronic handling procedures
    Identify the process of preserving, analyzing, and evaluating evidence
    Recall how to conduct the investigation efficiently
    Discuss the characteristics of a quality investigative report that can be used in court
    Evaluate options for civil and criminal legal actions

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/14/2025
    Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify the elements of the "Ethical Diamond"
    Distinguish between the effects of a crisis and burnout on ethics
    Select methods for reducing stress, supporting your coworkers, and ensuring compliance

    Instructor:
    Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/14/2025
    An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Describe how to identify signs that your auditors may be over- or under-auditing
    Explain the "soft" skills, such as communication, creativity, critical thinking, and more that your auditor should readily exhibit in order to give you the greatest return for your audit dollars
    Apply illustrative examples, of value-added business advice and assistance the auditor may apply without impairing independence

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this class include:

    • 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

    11/14/2025
    A discussion of the latest 2024/25 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Apply the latest provisions and developments, rules and regulations impacting business taxpayers

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this class include:

    • 2024/25 legislation impacting business taxpayers
    • Tax depreciation update
    • GIG workers and Form 1099-K
    • Commercial Clean Vehicle Credit
    • Recent business taxpayer case rulings
    • FINCEN Beneficial Ownership Information reporting update
    11/14/2025
    Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Design custom AI chatbots tailored to specific business needs and use casesEvaluate different AI platforms to select the most appropriate solutionImplement security measures to protect sensitive data in AI applicationsDevelop AI agents that can operate autonomously with minimal guidanceCreate effective repository for training specialized AI assistantsAnalyze the performance and effectiveness of deployed AI chatbotsIntegrate AI assistants into existing workflows and systems

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/14/2025
    After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze the newest tax developments contained in in the Secure Act 2.0.
    Recall the new provisions modifying the administration of employer retirement plans.
    Recall expanded contribution and catch-up limits for individuals.
    Recognize the new required beginning dates for distributions.
    Recall the newest developments on required minimum distribution dates.

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • Implications for individuals
    • 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
    • Implications for Employers
    • Starter § 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 §403(b) plans
    • Automatic portability provisions
    • Other changes in the administration of company retirement plans

    11/14/2025

    Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for interviewing to gather accurate information, such as creating and asking open ended questions, effective listening, and understanding verbal and non-verbal communication. Attendees will end the session with takeaways to immediately implement in future HR investigations. Two of three Episodes in the series.


    Speakers:
    Daniel Porter, CFE
    11/14/2025

    As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business.

    From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish.


    Speakers:
    Amy Gomez, SPHR, SHRM-SCP
    11/14/2025
    Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify characteristics of the gig economy and its participants
    Distinguish unique circumstances encountered by gig economy participants
    Analyze implications of independent contractor considerations
    Identify recordkeeping, reporting and attestation issues for independent contractors
    Recognize unique regulatory compliance and external reporting considerations
    Identify best practices for CPAs who serve independent contractor clientele

    Instructor:
    Dr. Christopher J. Harper, CPA, MBA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/15/2025

    This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges
    and responsibilities of maintaining high ethical standards in complex and pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity, and strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions, and real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change and uphold the highest standards of professional conduct.


    Speakers:
    Jane Mims, PhD.
    11/15/2025
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.

    Objectives:
    • Mine a tax return for tax planning with a client
    • Understand the planning implications of the current environment
    • Determine the best tax strategies for retirement
    • Understand tax planning for the middle-income client

    Presenters:
    Bob Lickwar, CPA

    Field of Study:
    Taxes (8)

    Major Topics:
    • 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
    11/15/2025
    Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life.

    The course content is thoughtfully structured to ensure a comprehensive learning experience. 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. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to ...
    Apply advanced DAX formulas in Power BI to create dynamic and efficient data measures tailored to specific business needs.
    Determine the most effective time-intelligent functions in DAX for analyzing temporal data trends and patterns in Power BI.
    Identify key differences between common DAX functions and their use cases, enabling more strategic and informed decision-making in Power BI measure creation.
    Choose the appropriate DAX calculation processes for validating and ensuring the accuracy of measures in various data scenarios.
    Use PivotTables in Power BI to validate and test the effectiveness of DAX measures, enhancing the reliability of data analysis.

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/15/2025
    Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize the potential to leverage all the Microsoft 365 apps
    Identify which app(s) to utilize for specific business processes
    Select the proper sequence for deploying the Microsoft 365 apps for your organization

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/15/2025
    In an era when sharing a photo of lunch can be considered an "update," the ethical standards that define the CPA profession are not always as intuitive as they once were. Our expert helps you navigate this new realm by using real-world examples to help illustrate the dos and don'ts in ethical social situations.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    Participants will learn about the risks involved in using social media as it relates to the accounting profession and the related sections of the AICPA Code of Professional Conduct.

    Instructor:
    Albert D. Spalding, JD, PhD, CPA/CFF

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    • Risks Associated with Social Media
    • Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media
    • Case Study Discussions
    11/15/2025

    A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.”  The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract.  It does not address the standards applicable to performance audits.


    Speakers:
    J. Michael Inzina
    11/15/2025

    Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

    A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

     


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/15/2025

    Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management.

    Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of a Paperless Office.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/15/2025
    For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall ASUs impacting small businesses.
    Identify reporting options for small entities other than GAAP.
    Recognize the changes to quality required of small firms.

    Instructor:
    Melisa F. Galasso, CPA

    Fields of Study:
    Accounting
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/15/2025
    This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Apply the passive activity and flow-through entity rules for "self-rental property" and show how these situations should be reported on various tax forms

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/15/2025
    Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter!

    This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to:
    Promote individual compassion, accountability and respect in the workplace
    Enhance dignity of self and others

    Instructor:
    Robbie Glantz

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • Ethical Values and Principles
    • Compassion
    • Managing Expectations
    • Respect and Humility
    • Attribution Theory

    11/15/2025

    Financial skills needed in many situations are constantly changing.  It is prudent to routinely look into your toolbox to restock or revise your tool set.  In this course we will examine three tool categories that form the foundation for many analytical processes.


    Speakers:
    William F. O’Brien, MBA, CPA
    11/15/2025

    This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.


    Speakers:
    Jane Mims, PhD.
    11/15/2025

    Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.

    For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/15/2025
    The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall recent court cases on substantive partnership tax issues.
    Analyze new IRS initiatives for passthrough taxpayers.
    Recognize the current state of conservation easement syndicate partnerships.

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.

       

    11/15/2025
    This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze the importance of in-house AI R&D for staying competitive in accounting.Identify strategies for moving from AI concepts to practical, value-adding applications.Recognize the urgency of adapting to AI's exponential advancements.Conduct proactive AI assessments, benchmarks, and explorations in your organization.Evaluate the dual role accountants play in AI development as both innovators and data protectors.Encourage the creation of internal AI tools to address specific accounting challenges.Develop strategies to mitigate AI-related cyber threats and protect sensitive data.Recognize potential misuse patterns of generative AI and implement preventive measures.Address challenges in AI adoption and foster a supportive learning environment.Design a sustainable, adaptive approach to AI that supports ongoing development and ethical integration.

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/15/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/15/2025

    This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/15/2025
    This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this course, you will be able to...
    Recall major elements of the statement of cash flows
    Identify the two broad methods for preparing the statement of cash flows
    Perform certain calculations for preparing both the indirect and direct statements of cash flows
    Use the statement of cash flows as part of financial statement analysis

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:

    • 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

    11/15/2025

    This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining
    appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies, and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable, and their careers continue to thrive in an increasingly complex business environment.


    Speakers:
    Jane Mims, PhD.
    11/15/2025

    The standard also requires information about the following categories: 

    • disaggregation of revenue
    • contract balances
    • performance obligations

    This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard and deep dive into individual steps of the standards. 
     


    Speakers:
    Lynn Fountain
    11/15/2025
    This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize what business owners are looking for in a CFO/business advisor.
    Identify the steps required to start and offer a CFO service to business clients.
    Recall a proven 6-step system to conduct a CFO service that gets results.
    Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.

    Instructor:
    Adam Lean

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/15/2025

    The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements.  The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting.


    Speakers:
    Paul H. Calabrese
    11/15/2025

    This course on ethics in communication and reporting covers essential topics to ensure integrity and professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency, and respect. We then explore four must-have communication skills crucial for effective and ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting and communication, highlighting the potential consequences and the importance of maintaining ethical standards to build trust and credibility.


    Speakers:
    Jane Mims, PhD.
    11/15/2025

    The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.  


    Speakers:
    Lynn Fountain
    11/16/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/17/2025

    Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/17/2025

    Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience. 


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/17/2025
    The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.

    Objectives:
    • Identify the legal issues in hiring, evaluating, and firing employees
    • Discuss federal laws that curtail an employer in taking actions involving employees and applicants
    • Understand the requirements that fringe benefits and compensation programs place on employers

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Business Law (5), Taxes (3)

    Major Topics:
    • 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?
    11/17/2025

    One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors.



    Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don’t trigger a DOL inspection by conforming to all applicable rules and regulations.


    Objectives:
    • Identify the key provisions of recently issued SASs
    • Properly document understanding of the plan, the environment, and internal controls for an employee benefit plan
    • Understand the importance of reading, reviewing, and documenting the controls in a service organization control report
    • Identify potential audit triggers that may result in Department of Labor inspections
    • Understand the risks associated with a benefit plan audit engagement
    • Avoid common mistakes noted during peer reviews

    Presenters:
    Melissa Critcher, CPA, PC

    Field of Study:
    Auditing (8)

    Major Topics:
    • 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
    11/17/2025

    The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why an auditor did not identify it. The auditor’s responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as a lack of segregation of duties, can leave a firm vulnerable.



    This course will discuss the audit procedures that should be performed in accordance with AU-C §240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit, and the most frequent types of fraud found in small to mid-sized entities along with internal controls that could be implemented to help prevent and detect them. We will look at various cyber fraud schemes and how they might be prevented or detected, the use of analytics as fraud risk procedures, and assessments of fraud risk in a Single Audit. This course features case studies.


    Objectives:
    • Understand the drivers of fraud risk in a financial statement audit
    • Conduct procedures required by professional literature to assess the risk of fraud
    • Develop discussion points to review with management and those charged with governance
    • Identify the main types of fraud that occur in small to mid-sized companies and develop internal controls responsive to those risks
    • Evaluate fraud case examples and identify how fraud occurred and how it could have been prevented or detected

    Presenters:
    Marci Thomas, CPA

    Field of Study:
    Auditing (8)

    Major Topics:
    • 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
    11/17/2025
    Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.

    Objectives:
    • Identify why customer service is just as important as compliance for profitability
    • Understand how some organizations have achieved top performance in their industries
    • See how good customer service is not about being “right”
    • Realize why finance professionals have a bias toward compliance 
    • Identify what is wanted by the internal customers of the finance and accounting departments


    Presenters:
    Art Pulis, MBA

    Field of Study:
    Management Services (4)

    Major Topics:
    • 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

    11/17/2025
    This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify common mistakes in the preparation of financial statements for small- and medium-sized entities
    Handle common principle departures in the financial statements of small- and medium-sized entities
    Recall common footnote disclosures in small- and medium-sized entities
    Recognize the new lease accounting standard implementation issues

    Instructor:
    Walter J. Haig

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/17/2025
    This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Apply recent tax developments affecting the partnership entity and its partners

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/17/2025
    Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these "bumper sticker" sayings provide helpful ethical guidelines. For accountants, however, ethics -- and especially, professional ethics -- can quickly turn into a tangle of ethical conflicts and competing rules. This workshop untangles some of these situations by working from ethical theory and practice.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the underlying moral philosophies that inform typical ethics statements such as "Do the right thing."
    Analyze the principles of the AICPA Code of Professional Conduct to discover its philosophical underpinnings.
    Examine a real world case in light of purposes and requirements of AICPA Code.
    Evaluate the contribution of the Conceptual Framework to accountants ethical framework in real life situations.

    Instructor:
    Albert D. Spalding, JD, PhD, CPA/CFF

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/17/2025

    A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.”  The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract.  It does not address the standards applicable to performance audits.


    Speakers:
    J. Michael Inzina
    11/17/2025

    Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.

    Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

     


    Speakers:
    Steven M. Yoss, Jr., CPA
    11/17/2025

    Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/17/2025
    This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.

    This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify what factors allowed certain frauds to occur.
    Recognize what internal controls may have prevented the frauds.
    Consider application of these lessons to circumstances you encounter in your professional endeavors.
    Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Auditing
    Regulatory Ethics

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/17/2025
    This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the capabilities and features of GPT Vision to enhance the understanding of how AI can analyze visual content in financial contexts.
    Recognize the unique advantages of using visual data analysis over traditional text-based data processing in accounting practices.
    Access GPT Vision tools to analyze financial screenshots and documents effectively.
    Analyze various types of financial and operational images to extract meaningful insights that can influence decision-making processes.
    Evaluate the effectiveness of integrating ChatGPT with Google Maps and Google Earth for spatial analysis in financial and strategic contexts.
    Create strategies using descriptive, diagnostic, predictive, and prescriptive analysis techniques to address complex financial challenges using visual data.
    Apply learned photo capturing techniques to produce high-quality images that maximize the accuracy and relevance of financial data analysis.

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/17/2025

    Two conmen used lies and falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing and rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle and invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized, and analyzed hundreds of documents, identified the falsifications and misrepresentations, conducted multiple interviews, and ultimately convicted the conmen. This case study provides multiple takeaways for detecting and investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.


    Speakers:
    Daniel Porter, CFE
    11/17/2025

    Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture - one in which bad actors are provided ample opportunity and cover to retaliate.


    Speakers:
    Robin Rohmer
    11/17/2025

    Collaboration is more important now than ever. In this session, you will learn how to take advantage of today’s collaboration tools to improve accuracy, customer/client service, and organizational efficiency.


    Speakers:
    Randolph (Randy) P. Johnston
    11/17/2025

    New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

    In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/17/2025

    Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation’s conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously and fully reviewed. Does your organization analyze retaliation allegations and investigate outcomes as part of their cultural assessment?   Most organizations track retaliation matters at a general, non-specific level. The type of retaliation and the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes and to fine tune future training and policy initiatives.

    This course offers recommendations for
    (1) framing responses to retaliation allegations
    (2) capturing key data points
    (3) developing specific metrics for retaliation matters


    Speakers:
    Robin Rohmer
    11/17/2025
    Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks.

    Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.

    Objectives:
    • Understand the opportunities and risks associated with employee stock options
    • Assist clients with making informed decisions concerning options
    • Explain strategies for owning and selling options, including tax consequences

    Presenters:
    Jason Cornell, Esq.

    Field of Study:
    Specialized Knowledge (1), Taxes (1)

    Major Topics:
    • 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
    11/17/2025
    This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.

    Objectives:
    • Understand the differences between a Power of Attorney, guardianship, and a will
    • Understand the factors to consider in choosing an executor
    • Understand why everyone should have a will
    • Understand why a trust can be a powerful tool in administering the estate
    • Understand how to care for a pet after death
    • Review good practices in regards to estate claims and insurance

    Presenters:
    Ciro Poppiti, Esq.

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/17/2025
    Business strategies for 2025 are largely dependent on changes that could be enacted some time in 2025. Of particular concern to tax practitioners is whether the Tax Cuts and Jobs Act of 2017 will be reenacted in 2025 in whole or in part. The possibility exists that many provisions of the Tax Cuts and Jobs Act of 2017 will not be extended beyond 2025.

    President Trump has also proposed other tax changes unrelated to the Tax Cuts and Jobs Act of 2017 that could significantly impact business. This program analyzes the new opportunities and challenges that legislative changes offer to businesses and their owners that impact 2025 and later years.

    Objectives:
    • Alert business clients to legislative changes enacted in 2025 that would impact them
    • Advise business owner clients on adopting tax planning strategies that would reduce their tax liability for 2025 and later

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Edward Renn, Esq.

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/17/2025
    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.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize specific ways to leverage AI technology in your 1040 tax preparation services.
    Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services.

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/17/2025
    Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze the nature, timing, and extent of planned audit procedures that can (and should) vary commensurate with assessed risk of material misstatement.
    Assess common deficiencies in performing and documenting further audit procedures, including tests of details.
    Recall tips for strengthening the design, documentation and evaluation of substantive analytic procedures.
    Recognize how to properly satisfy the requirement to evaluate and communicate internal control matters noted during the course the financial statement audit.

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/17/2025
    Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify what ethics is and is not.
    Discover common barriers to ethical behaviors.
    Explore and practice practical tips to overcome those barriers and increase your ethical response.

    Instructor:
    Keely Gohl, CPA, CGMA

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/17/2025

    The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are:

    • Understanding the Revenue Recognition Standard
    • Revenue Recognition: Identify the Contract - Part One
    • Revenue Recognition: Identify the Contract - Part Two
    • Revenue Recognition: Identify Performance Obligations – Part One
    • Revenue Recognition: Identify Performance Obligations – Part Two
    • Revenue Recognition: Determine Transaction Price - Part 1
    • Revenue Recognition: Determine Transaction Price - Part 2
    • Revenue Recognition: Allocate the Transaction Price
    • Revenue Recognition: Recognize Revenue

        
    This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.


    Speakers:
    Lynn Fountain
    11/17/2025
    Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish the newest tax developments and changes to the Internal Revenue Code
    Select effective and efficient techniques for implementing new standards

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/17/2025
    For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to:
    Recall the effects of the rapid move to distance employees
    Indicate the factors that make supporting and controlling telecommuters challenging, and
    Identify the types of controls to consider for the new geographically dispersed work environment

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:

    • 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.
    11/17/2025
    Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recall the fundamental concepts and applications of cloud computing, big data, and data analytics in the accounting sector, emphasizing their role in enhancing efficiency and decision-making processes for CPAs.
    Identify the key principles of Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), and their transformative impact on accounting, enabling CPAs to streamline operations and optimize services.
    Recognize the emerging trends and potential implications of cryptocurrency, blockchain technology, and the metaverse in the financial industry, preparing CPAs to navigate these innovations with informed strategies and solutions.

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/17/2025

    The ability to create and ask good questions as well as the ability to know when someone is being deceptive are important skills for managers, auditors, and investigators. This session will improve your interview techniques and your lie detection abilities. Multiple videos from various movies, TV shows, and public figures showcasing the behaviors of liars are included.


    Speakers:
    Daniel Porter, CFE
    11/17/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/17/2025

    How you onboard a new employee is critical in ensuring they understand your company culture and are immersed properly in your organization. On the flipside, in the event you are dealing with an employee termination, this too is critical in handling with care and sensitivity.  


    Speakers:
    Kelly Simants, SHRM-SPC
    11/17/2025

    Once an employee decides to report an issue, the risk for retaliation must be minimized. Metrics matter. As such, capturing and reviewing employee data for indicators of possible retaliation are key to protecting those who report. The more subtle forms of retaliation, though, require a focused communication plan to address. This course offers recommendations for implementing specific retaliation monitoring protocols.


    Speakers:
    Robin Rohmer
    11/17/2025

    What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence, and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors; Advantage and The 11 Laws of Likability. 


    Speakers:
    Michelle Tillis Lederman
    11/17/2025

    How good are you with the technology you use daily?  What new technology tools are available that could save you time and make you more effective?  Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you!

    In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends.  Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

    Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.

     


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/17/2025
    This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to:
    Increase understanding of human factors affecting ethical choices
    Offer tools for sound ethical decision making
    Provide concrete actions for creating an ethical work environment
    Increase awareness of our individual impact on the work environment

    Instructor:
    Robbie Glantz

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    Ethical Values and Principles

    • Human Factors impacting ethical choices
    • Professional and organizational responsibilities in creating an ethical work environment
    • Tools for ethical decision making

    11/17/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Distinguish between the authorities granted by Form 2848 and Form 8821.
    Identify situations where a Power of Attorney is required for IRS representation.
    Analyze limitations imposed by IRS rules on the authority granted through these forms.
    Evaluate common mistakes and compliance risks when filing Forms 2848 and 8821.
    Utilize of the IRS Centralized Authorization File (CAF) system for managing authorizations.

    Instructor:
    Mary Jane Hourani, MM, EA, NTPI Fellow

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/17/2025
    This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the capabilities and features of GPT Vision to enhance the understanding of how AI can analyze visual content in financial contexts.
    Recognize the unique advantages of using visual data analysis over traditional text-based data processing in accounting practices.
    Access GPT Vision tools to analyze financial screenshots and documents effectively.
    Analyze various types of financial and operational images to extract meaningful insights that can influence decision-making processes.
    Evaluate the effectiveness of integrating ChatGPT with Google Maps and Google Earth for spatial analysis in financial and strategic contexts.
    Create strategies using descriptive, diagnostic, predictive, and prescriptive analysis techniques to address complex financial challenges using visual data.
    Apply learned photo capturing techniques to produce high-quality images that maximize the accuracy and relevance of financial data analysis.

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/17/2025

    In this course, participants will gain a broad understanding of the various anti-fraud preventive and detective tests available to practitioners and take initial steps in building their own library of tests unique to their business or industry risks. Specific discussions and examples will include vendor analysis to look for potentially improper payments around conflicts of interests, fake vendor schemes, bribery & corruption, sanctions and trade compliance, anomalous payments, segregation of duties, among other risk categories.  Participants will also explore tests around customers or distributors that include margin analysis, free goods, discounts and revenue recognition. Further, we will explore employee related test to mitigate travel & entertainment expense abuses. We will also point out various online and public resources for participants to start building their own library of tests to support both reactive investigations as well as proactive prevention and detection.


    Speakers:
    Vincent M. Walden, CPA, CFE
    11/17/2025

    It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement, and the bottom line. Understand the components that enable trust to be created and maintained throughout teams and organizations.


    Speakers:
    Michelle Tillis Lederman
    11/17/2025

    Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs. 


    Speakers:
    Kelly Simants, SHRM-SPC
    11/17/2025

    OneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.


    Speakers:
    Connie Clark
    11/17/2025

    The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are:

    • Understanding the Revenue Recognition Standard
    • Revenue Recognition: Identify the Contract - Part One
    • Revenue Recognition: Identify the Contract - Part Two
    • Revenue Recognition: Identify Performance Obligations – Part One
    • Revenue Recognition: Identify Performance Obligations – Part Two
    • Revenue Recognition: Determine Transaction Price - Part 1
    • Revenue Recognition: Determine Transaction Price - Part 2
    • Revenue Recognition: Allocate the Transaction Price
    • Revenue Recognition: Recognize Revenue

        
    This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.


    Speakers:
    Lynn Fountain
    11/17/2025
    Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental.

    Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being “always on,” with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity.

    Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This course looks at research, surveys, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. The program also discusses the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state.

    Objectives:
    • Understand the unique challenges professionals confront when trying to achieve work-life balance
    • Learn which skills and organizational structures render the best results for those looking to improve work-life balance
    • Understand the research available to help organizations improve work-life balance


    Presenters:
    Jason Cornell, Esq.

    Field of Study:
    Personnel/Human Resources (1), Taxes (1)

    Major Topics:
    • 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

    11/17/2025
    Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term “basis,” we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis. Through several examples and practice problems, we will show you how to easily distinguish among these terms. We will also explore the tax implications of initial contributions of property to a partnership as well as the different types of partnership distributions.

    Objectives:
    • Calculate inside basis, outside basis, and 704(b) basis
    • Recognize the concept of substantial economic effect
    • List the three requirements that need to be present for an allocation to be deemed to have economic effect
    • Calculate the reallocation of items of gains and loss under IRC 704(b) when a qualified income offset is present
    • Recognize the tax effects of transferring cash, property, and services to a partnership
    • Recall the tax effects of contributing assets that are encumbered by debt to a partnership
    • List the key rules of thumb to remember when dealing with distributions
    • State the ordering rules for calculating a partner’s tax basis
    • Describe the key differences between liquidating and non-liquidating distributions
    • Determine any applicable tax gains and losses of cash and property distributions
    • State the ordering rules for hybrid distributions that involve both cash and property

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (4)

    Major Topics:
    • 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
    11/17/2025
    Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

    Objectives:
    • Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners
    • Help clients evaluate pension plan options and select the best pension-planning option for them

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Mike Callahan, FSPA, CPC, EA, RMA®, CWS®

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/17/2025
    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.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the audit assertions applicable to inventory
    Recognize risks & threats related to the inventory balance
    Identify substantive auditing procedures that are used to obtain comfort over inventory

    Instructor:
    Jaclyn M. Veno, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • Auditing Inventory.
    • Related Audit assertions, risks, and threats to inventory.
    • Substantive auditing procedures that staff should perform.
    11/17/2025
    Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify reasons that employees and others that are internal to an organization choose to undertake fraudulent acts
    Recall the factors that make smaller organizations attractive to those considering fraud
    Recognize specific internal control measures that can help to reduce fraud activities executed against smaller and medium sized companies

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics included in this course include:

    • The reasons for fraud
    • Fraudulent acts that are initiated against smaller organizations
    • Methods to stop fraud attempts against small businesses
    11/17/2025
    Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. This webinar covers minor points such as what information you’ll need to collect and when to get an EIN. It also covers substantial discussions of essential topics, such as developing an inventory, estate accounting, allocating income between Form 1040 and form 1041, and filing your client’s final Form 1040.

    Objectives:
    • Name legal principles and definitions essential to estate planning
    • Identify best practices for working closely with legal counsel
    • List main property law concepts
    • Identify complex community property issues
    • Determine best methods for filing special forms: Form SS-4, Form 56, Form 4810, Form 5495
    • Arrange an executor checklist

    Presenters:
    Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/17/2025
    Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating the complex IRS Appeals.

    Objectives:
    • Recognize how to craft the appeal protest to best effect the desired findings for your client
    • Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
    • Know how to utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials
    • Understand how to prepare and submit a Tax Court petition

    Presenters:
    Debbie Phillips, M.S.T., CPA

    Field of Study:
    Taxes (4)

    Major Topics:
    • 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
    11/17/2025
    In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities.

    Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to ...
    Identify which lookup function works for your needs
    Distinguish the difference between the many lookup functions
    Recall how to effectively utilize Excel's lookup functions

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:
    • A review of the various lookup functions, beyond VLOOKUP
    • Learn 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 / HLOOKUP
      • XLOOKUP
      • MATCH / INDEX
      • XMATCH
      • INDIRECT
      • FILTER
      • SORT / SORTBY
      • UNIQUE
    • An overview of some newer functions
    11/17/2025

    In this five part master series, class participants will gain a comprehensive view into the world of forensic data analytics (FDA). From understanding practical use cases of FDA in the audit, internal audit, investigations and proactive monitoring to understanding necessary data sources, validation proceudres, success factors and pitfalls to avoid. We will also explore hundreds of leading anti-fraud tests around corruption, conflicts of interest, fake vendor schemes, segregation of duties, revenue recognition and sales abuse, among dozens of other schemes.  Participants will develop their own library of anti-fraud tests from various open source locations and apply them in relevant contexts such as the COSO Fraud Risk Management Guide. Finally, participants will also peek into future innovations in FDA and how technologies such as ChatGPT, data visualization, machine learning, AI and cryptocurrencies are all impacting the discipline.  We can't promise you'll be a programmer after this course, but you will certainly be armed with the information needed to project manage an FDA project and "direct" the programmers to accomplish your fraud risk / FDA objectives.  


    Speakers:
    Vincent M. Walden, CPA, CFE
    11/17/2025
    With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the skill set needed for an engagement with family law attorneys
    Implement a marketing plan for your forensic accounting services
    Evaluate the types of source documents needed for a financial investigation
    Trace assets and income commonly found in divorce proceeding
    Recognize red flags in a financial investigation
    Conduct basic calculations of marital assets
    Prepare a report of your findings for court proceedings

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/17/2025
    The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending the presentation, you will be able to....
    Recognize the ethical dilemmas with AI applications that CPAs can encounter
    Identify practical guidelines for resolving these ethical dilemmas

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major subjects that will be covered in this course include:

    • 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
    11/17/2025

    Power Query and Power BI offer great opportunities for accessing your data and making it more useful in reporting scenarios. Learn how to benefit from these tools in this session.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/17/2025

    This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard:

    •   Determining if a Performance Obligation is satisfied over time
    •   Identifying indicators of transfer of control of good/services
    •   Utilizing input and output methods to measure progress of revenue recognition
    •   Understanding stand-ready obligations and how to apply discounts


    Speakers:
    Lynn Fountain
    11/17/2025
    In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability, and growth. It also provides hands-on training for implementing these techniques in real-world scenarios.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the core functionalities of ChatGPT and its applications in business advisory services
    Analyze accounting firm challenges using a variety of enterprise evaluation methodologies
    Develop strategies to overcome identified challenges and enhance profitability and growth using ChatGPT
    Evaluate the efficiency of these strategies in real-world contexts
    Create innovative solutions leveraging ChatGPT for unique business scenarios

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics covered in this course include:
    • 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
    11/17/2025
    The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit.

    This webinar, based on ethical principles and values, is designed to look at the fundamental relationship skills that foster workplace civility. Understanding that workplace civility is far more than manners, we will dive into behaviors that help promote a workplace where each individual feels respected and valued.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize the concepts of respect, inclusivity and compassion and behaviors that foster these concepts
    Address potential obstacles/ challenges and ways to navigate
    Determine when to give the benefit of the doubt if appropriate
    Apply listening skills
    Reflect on your own behaviors and how you can contribute to civility at work and at home

    Instructor:
    Robbie Glantz

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
      • Accountability

     

    11/17/2025

    Bears are intelligent and motivated to find food. When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top and ate the chicken and part of my Jeep. He was just a bear being a bear. I'm responsible because I left the chicken in the Jeep and gave him the opportunity. Similarly, people are intelligent and motivated to survive. If we give them opportunity by not implementing good internal controls, they will take our assets. This session reviews the investigation and prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture and stole thousands. She was just a fraudster being a fraudster.


    Speakers:
    Daniel Porter, CFE
    11/17/2025

    Just as there is some convergence of U.S. accounting standards (GAAP) with international standards (IFRS), a convergence of U.S. professional ethics standards (AICPA Code of Professional Conduct) with the international Code of Ethics for Professional Accountants is continuing to emerge. This workshop compares these two sets of ethics standards, emphasizing both the theoretical aspects and practical implications for today's accounting professionals.


    Speakers:
    Albert D. Spalding Jr.
    11/17/2025

    How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.


    Speakers:
    Richard A. Karwic, MBA
    11/17/2025

    The Department of Justice updated guidance regarding their evaluations of Corporate Compliance Programs in March 2023: “Prosecutors should assess whether the company’s complaint-handling process includes proactive measures to create a workplace atmosphere without fear of retaliation, appropriate processes for the submission of complaints, and processes to protect whistleblowers.”

    This course offers recommendations for employers to consider when developing or augmenting an internal complaint handling process. Organizations benefit when whistleblowers trust the process and choose to promptly report their concerns internally. The measures offered promote a strong speak up culture and align with the Department of Justice's guidance. 


    Speakers:
    Robin Rohmer
    11/17/2025
    Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity, and gain tools for making sound decisions under pressure.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify ethical dilemmas in finance and accounting using real-world scenarios and SEC case studies.
    Recognize the warning signs of fraudulent financial reporting and unethical practices.
    Distinguish between ethical and unethical decision-making processes in complex business situations.
    Select appropriate actions and reporting channels when faced with conflicts of interest or ethical breaches.

    Instructor:
    Eric Knight, CPA, DBA

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/17/2025

    Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract and prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types and variations of obligations and as such, management will be required to utilize significant judgment when applying this step. However,  it is important that the judgment be supported by considerations of the proper factors.

    The course further evaluates areas that impact performance obligations. We utilize multiple examples from various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations and allocating the transaction price appropriately.  
     


    Speakers:
    Lynn Fountain
    11/17/2025
    This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses!

    Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify what a CFO/Advisor does
    Determine whether you're qualified to provide CFO/Advisory services
    Recognize how to make $6k on the side per month with just 3 clients
    Package, price and market your CFO/Advisory services
    Deliver an advisory service in less than 4 hours per month per client

    Instructor:
    Adam Lean

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/18/2025

    You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.  


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/18/2025

    Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/18/2025

    Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

    A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

     


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/18/2025
    Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice.

    On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142–149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA’s quality management project.

    In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

    Objectives:
    • Review and apply recently issued and proposed FASB and AICPA pronouncements
    • Review and apply guidance within ASC 842, Leases
    • Understand SAS 142 and SAS 145
    • Recall and apply AICPA quality management standards (SQMS 1, SQMS 2, and SQMS 3)
    • Be familiar with other important A&A practice matters you should be aware of
    • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

    Presenters:
    Jason Carney, CPA, PMP, CISA

    Field of Study:
    Accounting (4), Auditing (4)

    Major Topics:
    • 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
    11/18/2025
    CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit.

    Objectives:
    • Understand the attributes of ethics and professional conduct
    • Identify ethical issues that occur every day in the work environment
    • Understand those deliberative, emotional, and social skills that enable a CPA to put their knowledge of the rules into practice in ways that are applicable to any situation
    • Understand CPA Independence issues and professional conduct

    Presenters:
    Ken Levine

    Field of Study:
    Regulatory Ethics (4)

    Major Topics:
    • 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
    11/18/2025
    If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. Updated for the 2024 Yellow Book revision, the course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced knowledge of the Yellow Book.

    Objectives:
    • Thoroughly understand the requirements of the Yellow Book and how they relate to the AICPA and single audit requirements
    • Excel in the Yellow Book auditing arena
    • Save time and stress on Yellow Book engagements via in-depth knowledge of the requirements

    Presenters:
    Charlie Blanton, CPA

    Field of Study:
    Auditing (Governmental) (8)

    Major Topics:
    • 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
    11/18/2025
    One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.

    Objectives:
    • Identify the most common legal issues arising in the business context
    • Recognize the role that accountants can play in identifying and resolving legal problems
    • Identify compliance aspects of different entity types

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Business Law (4)

    Major Topics:
    • Contract principles
    • Legal issues related to various types of business organizations
    • Worker classification
    • Employee rights and the duties of employers
    • Real property law
    11/18/2025
    The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.

    Objectives:
    • Learn in detail about the preparation of Form 1120-S, Schedules M-1, K, and K-1
    • Learn in detail about the preparation of Form 1065, Schedules M-1, K, and K-1
    • Identify and handle commonly found S corporation and partnership tax issues

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (8)

    Major Topics:
    • Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation 
    • Reporting requirements and filing exceptions for Schedules K-2 and K-3 
    • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations 
    • Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues 
    • Recognize and properly handle special pass-through items of income and expense 
    • Accurately prepare S corporation returns and reconcile book income to taxable income 
    • Accurately prepare partnership returns and reconcile book income to taxable income 
    • What the transactional method entails and how to report partners’ capital accounts under this method 
    • Properly handle the tax treatment of distributions to shareholders, partners, or members 
    • Understand the special restrictions and sanctions for tax year-end selection 
    • Review the basics of partnership and LLC formation and basis calculation 
    • Self-employment tax or NOT, for each entity 
    • Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content 
    • The most frequently used forms and schedules, including some form “oddities” 
    11/18/2025
    In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

    Objectives:
    • Understand the latest enacted tax law changes
    • Understand strategies and techniques to use in light of tax changes
    • Understand current cases and rulings affecting individuals and businesses

    Presenters:
    Bob Lickwar, CPA

    Field of Study:
    Taxes (8)

    Major Topics:
    • 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
    11/18/2025
    This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the most recent changes in auditing, reviews, compilations and other attestation engagements
    Apply practice tips for achieving high quality engagements.
    Recognize updates on enhancing audit quality
    Analyze AICPA's new Quality Management Standards
    Recognize trends in the practice landscape, how AICPA's Enhancing Audit Quality Initiative is improving practice quality
    Recall SQMS implementation resources.

    Instructor:
    Allison M. Henry, CPA, CGMA

    Fields of Study:
    Accounting
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/18/2025
    Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this session you will be able to...
    Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensating
    Identify ways to create strong internal controls
    Identify reasons that control measures are required, such as to deter fraud or reduce operational inefficiencies
    Determine why the control environment is important as implementation efforts are ongoing
    Apply COSO Framework concepts to three segments of an organization's technology infrastructure that must be controlled.

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/18/2025
    A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the tax issues related to S corporation owner's basis for shares and loans from formation through operations
    Determine strategies of a sale and/or liquidation
    Analyze how S corporation losses impact Form 1040 Schedule E-reporting

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/18/2025
    This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Gain an understanding of who should be considered and consulted prior to undertaking work in the cannabis sector
    Develop a checklist of considerations for firms choosing to offer services within the cannabis sector
    Learn where to find resources to assist in evaluating work opportunities

    Instructor:
    Ronald L Seigneur, CPA/ABV, ASA, CVA

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/18/2025
    Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take."

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify the opportunities to leverage the power of ChatGPT into your client advisory services
    Recognize the key concepts and nomenclature related to ChatGPT and generative AI
    Develop specific applications for ChatGPT in your client advisory service

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Specialized Knowledge

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/18/2025
    Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify important components and sub-components of an Internal Control System
    Recognize how the control environment can help or hinder the operation of control measures and help or hinder operational effectiveness
    Recall important steps that an organization can undertake, specifically related to control development that can drive the methodologies of the entity

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:

    • An overview of controls that drive procedures
    • Considerations for procedural control development
    • Understanding and controlling risk that arises when organizations change
    11/18/2025

    Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.


    Speakers:
    Mike Mirarchi
    11/18/2025

    Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.


    Speakers:
    William F. O’Brien, MBA, CPA
    11/18/2025

    In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.


    Speakers:
    Tracy Cooper, CPA
    11/18/2025

    This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit.  The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit.  Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed.  Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet.  Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions.  Were the auditors just sloppy, ignorant, negligent?  Or were they active participants in producing fraudulent financial statements?  You be the judge.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/18/2025

    Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.  


    Speakers:
    Mark Hugh, CPA
    11/18/2025

    Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.

    Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/18/2025
    Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.

    Objectives:
    • Understand the new distribution options for beneficiaries, as clarified by the proposed RMD regulations for SECURE Act 1.0
    • Communicate to clients new opportunities for participants and beneficiaries to avoid excise tax and costly penalties
    • Talk to clients about implementing unique tax-saving opportunities for spouses and other eligible designated beneficiaries
    • Be well-versed in other recent developments that affect IRAs and employer plans

    Presenters:
    Denise Appleby, MJ, APA, CISP, CRPS, CRC

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/18/2025
    The business structure a client chooses influences virtually every tax and financial issue associated with the business, including the business’s day-to-day operations, its tax liability, how much of the owners’ personal assets are at risk, and much more. For this and many other reasons, it is critical that a client choose a business structure that gives the right balance of legal protections and tax benefits.

    From a tax perspective, in terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for C corporations was lowered to 21% and the §199A deduction offered pass-through entities the chance to significantly lower the rate at which they are taxed. But how do all these options work and which option is best for which business? Those questions are at the heart of this webinar.

    In this program, we discuss whether there is a “best entity” for our clients. Tax practitioners know that re-examining choice of entity determination is at the top of the agenda for client meetings because clients continue to want reassurance that they have the most tax-efficient entity structure. This program will equip you with the knowledge and insights you need to lead those discussions.

    Objectives:
    • Help clients choose the tax entity that is most advantageous to them

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Bob Lickwar, CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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.
    11/18/2025
    Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize how to manage risk associated with audit and non-audit services and changing professional, technical, regulatory, or ethical requirements

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • Recent quality improvements to the SASs and SSARs
    • Other matters that should be on your radar

    11/18/2025
    This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify minimum understanding and documentation requirements if the auditor does not intend to rely on internal controls.
    Recognize internal controls of less-sophisticated, small-to-medium sized audit clients.
    Utilize identified internal controls for an efficient, risk-based approach to audits conducted in accordance with generally accepted auditing standards.
    Document your procedures and related conclusions

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/18/2025
    If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more.

    This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when?

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this program you will be able to...
    Recognize a healthy and holistic understanding of this new stage of life.
    Recognize new sense of direction and purpose for your life.
    Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
    Recognize a new way to describe yourself and your identity.
    Develop a Master Plan for being successful in this new stage of your life.
    Recall a few key ideas that you can do now which will prepare yourself for this stage later.

    Instructor:
    Tom Wilson

    Fields of Study:
    Specialized Knowledge

    Major Topics:

    The major topics covered in this class include:

    • 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

    11/18/2025

    A chain is only as strong as its weakest link.  The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor.  Leave our interactive and entertaining session with insight for developing and sustaining the best team you can possibly assemble.  The four elements in this process are (1) development, (2) leadership, (3) hiring and (4) environment.  Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success and the negative impact of Leadership’s Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output and results.  


    Speakers:
    William F. O’Brien, MBA, CPA
    11/18/2025

    Numbers and especially the digits within those numbers can conceal a lot of information.  Benford's Law and other digital analysis techniques can be the keys to unlocking that information.  This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data.  Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques.  But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/18/2025

    Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. In this course, you will learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure PDF documents to their fullest.

    The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session where you will learn the top features necessary to optimize your work with PDF documents.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/18/2025
    The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify at least 7 ways Google information needs to be interpreted to ensure the results are taken in their proper context
    Use at least 4 general search engines that complement their use of Google
    Recognize at least 5 cluster search engines that group information by topic and discover unexpected relationships between topics
    Recall at least 4 privacy search engines that do not store your queries or track your steps on the Internet
    Access at least 12 user-generated content search engines that index content-text, videos, images, reviews-created by people, rather than brands

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/18/2025
    Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available.

    Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Understand how to attract candidates using basic tools such as a LinkedIn company page, job postings, and LinkedIn profiles.
    Proactively find and identify new candidates using LinkedIn. Establish a pipeline of future candidates.
    Encourage and support employee advocacy to enhance your brand's presence.
    Develop employee engagement strategies that provide recognition and boost team morale.
    Identify the top organic (free) and premium LinkedIn features to leverage for hiring, retention, and engagement.

    Instructor:
    Sandra Long

    Fields of Study:
    Personnel/Human Resources
    Business Management & Organization

    Major Topics:

    The major topics that will be covered in this course include:
    • 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.
    11/18/2025
    Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed.

    However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.

    Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

    Objectives:
    • Understand, apply SSARS No. 21, Clarification and Recodification
    • Be familiar with changes due to the issuance of SSARS Nos. 22-26
    • Be familiar with compilation and review program examples and disclosure illustrations
    • Identify and apply compilation, preparation, and review procedures
    • Be aware of the most recent compilation and review reports and other communications
    • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

    Presenters:
    Ken Levine

    Field of Study:
    Auditing (8)

    Major Topics:
    • 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
    11/18/2025
    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.

    This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context.

    Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights.

    While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities.

    Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to ...
    Identify the key features and functionalities of Microsoft Power Query.
    Distinguish between different data transformation techniques in Power Query, including data cleaning, merging, and pivoting.
    Indicate the best practices for documenting each step in your data transformation process.

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/18/2025

    Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.


    Speakers:
    Mike Mirarchi
    11/18/2025

    The best leaders are always ethical. Every great leader has heart and readily shows that they care. What is the true value of a trustworthy leader? Why do we need trustworthy leaders? How do we examine ethical issues - what is the process? Trust provides a safety net that enables innovation to flourish. Be the best leader you can be by caring about others and remaining ethical.

    Ethics is fundamentally how we treat others. Do we measure up to that standard?


    Speakers:
    Don Minges, MBA
    John Levy, MBA, CPA
    11/18/2025

    The Corporate Transparency Act now requires many entities to file BOI reports with information about their owners. The due date for most initial reports is January 1, 2025, which is quickly approaching. Depending on the entity structure selected and whether the entity falls within one of 23 exceptions, an entity may be considered a reporting company and an individual may be considered a beneficial owner. The broad language of the statute and regulations has potential for surprise results. This course provides a guide for the new filing requirements, and examines the impact of choice of entity on BOI reports.

    **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
     

     


    Speakers:
    Matthew S. Beard, JD, LLM
    11/18/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/18/2025

    The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements.  The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting.


    Speakers:
    Paul H. Calabrese
    11/18/2025

    Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.

    For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/18/2025
    The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall the impact of interpretations issued by PEEC.
    Identify changes to the independence standards.

    Instructor:
    Melisa F. Galasso, CPA

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • The Professional Ethics Executive Committee's updated ethics rules.
    • An overview of recently issued ethics rules that CPAs need to know to be compliant.
    11/18/2025
    Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance.
    - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends.
    - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance.
    - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business.
    This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Utilize vertical analysis by converting each financial statement line item into a percentage of a base figure, facilitating effective comparisons across different companies and identifying significant financial trends.
    Calculate horizontal analysis for review of financial data over multiple periods, to identify notable changes and trends that reflect a company's growth and performance trajectory.
    Calculate and interpret key financial ratios, assessing aspects such as profitability, liquidity, and solvency. Gain insights into management performance and business viability, leveraging this analysis to make informed decisions based on real-world financial data.

    Instructor:
    Eric Knight, CPA, DBA

    Fields of Study:
    Finance

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/18/2025

    Every organization today is facing an onslaught of pressure to master Artificial Intelligence “AI” strategies across their enterprises. Never before have we witnessed such a steep expectation for how a “technology” can transform a business, and never before have we been expected to leverage a technology so quickly and so completely.  There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy, and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.


    Speakers:
    Steve Cadigan
    11/18/2025
    By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

    Objectives:
    • Understand how managing to millennials allows organizations to grow and reduce turnover
    • Understand how other organizations are attracting and retaining millennials
    • Use research to learn millennials’ expectations, strengths and motivations

    Presenters:
    Jason Cornell, Esq.

    Field of Study:
    Business Management and Organization (2)

    Major Topics:
    • 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
    11/18/2025
    Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax research process.

    Objectives:
    • Understand the organization of the Internal Revenue Code, the Treasury Regulations, and Revenue Rulings
    • Identify the circumstances when a client may want to consider requesting a private letter ruling
    • Differentiate between primary and secondary pieces of authority
    • Understand the steps to the tax research process and the parts of a tax research memorandum

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (2)

    Major Topics:
    • Tax code hierarchy
    • Organization of an Internal Revenue Code section
    • Special rules for IRC citation
    • Citing other primary authorities
    • Private letter rulings
    • Primary vs. secondary authority
    • Secondary sources of authority
    • Steps in the tax research process
    • Research memoranda
    11/18/2025
    Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls present as well as designed and operating effectively according to the Association of Certified Fraud Examiners’ Occupational Fraud 2022: A Report to the Nations. Then we will tie these controls to the 17 internal control principles offered by the Committee of Sponsoring Organizations of the Treadway Commission (COSO), the framework used by virtually all entities and auditors to assess the design and operational effectiveness of internal controls. Lastly, we will consider the impact of the 2020 pandemic on the internal control environment in the post-COVID pandemic era.

    Objectives:
    • Understand that fraud occurs in companies with seemingly sound internal control structures
    • Assess how internal controls fit into the COSO framework and determine whether mitigating controls are sufficient
    • Understand the difference between reactions and responses to changing circumstances 
    • Recognize that the days of working in an office may be numbered (or certainly reduced)
    • Recognize that the increase of remote work options presents new, sometimes shocking challenges
    • Understand that audits and other attestation engagements can actually be performed remotely, reducing time and cost

    Presenters:
    Frank Gorrell, MSA, CPA, CGMA

    Field of Study:
    Auditing (4)

    Major Topics:
    • 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
    11/18/2025
    This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending the presentation you will be able to...
    Define the elements of negligence, the common law cause of action.
    Explain what constitutes reasonable practitioner behavior with reference to practice standards and common law.
    Ascertain how to avoid common pitfalls that could lead to the practitioner being sued.

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.

    11/18/2025
    "No one cares how much you know until they know how much you care."
    To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that!
    This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze how habit influences character.
    Recall phases of team work and typical responses to each phase that enhance team performance.
    Identify high performing team characteristics and suggestions of effectiveness.
    Apply principles to team meetings that maximize productivity and enhance relationships between team members.

    Instructor:
    Robbie Glantz

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • Virtue ethics
    • Team dynamics
    • Characteristics of highly effective teams
    • Meeting management
    • Team communication
    • Decision making
    11/18/2025
    Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recall the difference between a forecast and a budget
    Identify the difference between top-down and bottom-up budgeting
    State the key elements of a flexible budgeting approach
    Identify key cost drivers
    State how behavioral biases may affect the budgeting process
    Identify how headcount efficiency may be measured
    Determine scenario planning
    Recognize best practices and controls for managing budget changes

    Instructor:
    David Peters

    Fields of Study:
    Finance

    Major Topics:

    The major topics that will be covered in this class include:

    • Budgets vs. Forecasts
    • Cyclicality
    • Core Earnings & Sustainable Growth
    • Identifying Key Forecast Drivers
    • Reasonableness in Forecasting
    • Approaches to Budgeting
    • Budgeting Variances
    • Horizontal Analysis
    • Flexible Budgeting
    11/18/2025
    With the AICPA’s heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor’s overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS 145) and it's easy to see why it's more important than ever to ensure that auditors have a good understanding of the requirements and comply with documentation standards.

    Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor’s assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity’s internal control.

    The AICPA issued its Quality Management Standards in 2022. Firms are required to implement the standards by December 15, 2025. And the firm's evaluation of the System of Quality Management is required within one year after that. This is not just a matter of tweaking the firm's existing QM document, the standard requires a risk assessment process to identify risk.

    The objective of the course is to provide the insights necessary to help auditors and accountants improve not just the quality of their work but also the perception of the accounting profession as a whole. We will focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements, and best practices. We will address the new QM standards.

    Objectives:
    • Identify key elements of the AICPA’s Enhancing Audit Quality initiative
    • Recognize changes in Quality Management standards
    • Recognize key trends in recent peer review deficiencies noted
    • Identify professional standards related to performing a risk assessment, understanding and testing internal controls, and linking these procedures to further audit consideration
    • Implement best practices to help ensure overall engagement quality

    Presenters:
    Marci Thomas, CPA

    Field of Study:
    Auditing (4)

    Major Topics:
    • 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
    11/18/2025
    A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Apply an update of the tax provisions related to
    capitalization
    depreciation
    disposition

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/18/2025
    Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science.

    In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify performance management statistics driving human behavior.
    List the components of the Results Model and why ethical performance management matters.
    Identify the purpose of a scorecard and state the key components that matter.
    How to always operate "above the line" and the impact that has on driving results.
    Distinguish the most important components that take a scorecard from good to great.
    Identify the criterion that matters most during goal-setting.
    Compare and contrast various role-play examples of coaching conversations and assess the effectiveness of each; what components make them good and what makes them great.
    Identify and recall what short affirmations and re-directs sound like and how to use them effectively during coaching.
    Apply the follow-up rules of success.
    Recognize the crucial role of empathy and how to apply/cultivate it in your leadership approach.
    Effectively use the support tools provided to create your action plan to improve performance management with your people and yourself.

    Instructor:
    Tammy Daugherty

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/18/2025

    Ethics is grounded in leadership and the finest leaders are always ethical. Every effective leader is ethical, in words and actions. The best leaders communicate effectively. Being trustworthy is more than being honest and fair. In today’s turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated - we all want to work for, and with, an ethical leader.


    Speakers:
    Don Minges, MBA
    Bob Mims, CPA
    11/18/2025

    Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query and teach you some of the ways to take advantage of its ability to handle messy data and automate repetitive tasks.

    Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once and set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency and accuracy in your data processes.

    Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools and knowledge to make Excel work for you like never before.


    Speakers:
    Tracy Cooper, CPA
    11/18/2025

    In the world of work today, nothing is more critical than Culture.  If people are your competitive advantage, then culture is the best way to help your people realize a great destination. While many leaders and companies talk a lot about culture, few take the time to really plan, build, and invest in a great culture. Today, the world of work could not be more challenging, and the changes that we are seeing in the workforce, such as the rise of remote workers and increasing turnover, are adding to the complexity. Now more than ever, Culture must become your competitive advantage. In this course, you will learn about the key macro changes in the workforce and what some leading companies and leaders are doing to create amazing cultures and high-performing organizations. From LinkedIn to Patagonia to Eventbrite, you will learn from some top organizations ow they have successfully leveraged culture. You will learn what Culture is and can be, and you will learn what culture is not. As you set sail in 2024 and beyond as a leader, you will benefit from this class and learn how to make culture your competitive advantage. Your teacher for the class is Steve Cadigan, whom many credit for being the architect of LinkedIn's world-class and groundbreaking culture. 


    Speakers:
    Steve Cadigan
    11/18/2025
    When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.

    Objectives:
    • Understand key issues regarding exit planning
    • Discuss tax implications of exit planning strategies
    • Compare exit planning between entity types (C corporations, S corporations, partnerships, etc.)

    Presenters:
    Bob Lickwar, CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/18/2025
    The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state’s ethics requirements.

    Objectives:
    • Understand how Circular 230 addresses the more commonly encountered ethical questions tax return preparers face in practice on a regular basis

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Lance Weiss, CPA, CVA

    Field of Study:
    Regulatory Ethics (2)

    Major Topics:
    • 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?
    11/18/2025
    In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to ...
    Apply best practices when creating your spreadsheets
    Determine which controls you need to develop for your spreadsheets
    Use controls to build more accurate spreadsheets

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/18/2025
    This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identity the conceptual framework for making independence determinations
    Identify independence threats related to preparing financial statements and accounting records
    Identify specific non-audit services that would and would not impair independence
    Complete proper audit documentation to support adequate consideration of auditor independence
    Identify what a single audit entails
    Identify the basic audit requirements in a Uniform Guidance compliance audit
    Identify key auditee and auditor responsibilities in the compliance audit of federal awards
    Recognize key consideration related to the auditor's responsibilities regarding testing and reporting on compliance under the Uniform Guidance

    Instructor:
    Adelina Burke, CPA

    Fields of Study:
    Auditing (Governmental)

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/18/2025

    Storytelling makes wisdom stick.


    Speakers:
    William F. O’Brien, MBA, CPA
    11/18/2025

    Many practitioners dealing with government and not-for-profit issues are asked to serve as expert witnesses in courts of law or other adjudicatory venues.  This session will discuss key issues you need to know when you are asked to serve in this capacity, including:

    • Applicable standards and other engagement acceptance considerations.
    • Preparation requirements and techniques.
    • Dos and don'ts of testifying.
    • Avoiding commons traps and tricks designed to undermine your effectiveness.

    The session will conclude with a “mock cross-examination” with participants serving as the jury to identify what our witness does right and what he does wrong.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/18/2025
    Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Discuss common financial statement disclosures for small- and medium-sized nonpublic entities
    Describe critical information useful to financial statement readers for making economic decisions
    Explain results of operations through information that supplements the face financial statements

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this class include:

    • 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

    11/18/2025

    In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money."


    Speakers:
    Vincent M. Walden, CPA, CFE
    11/18/2025

    It is virtually impossible to pick up the daily newspaper and not find an article on some type of fraudulent event. In the wake of the “Era of Fraud, Waste and Excess,” one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case.  Is there really more fraud or is there simply more fraud awareness?  The harsh reality is that it is a little bit of each.  Not only has fraud worldwide reached a level of over $7.0 billion in lost  revenue but savvy C-level executives now realize that it could happen to their companies—very easily. When you put these facts together, it adds up to a completely new era of vigilance.


    Speakers:
    William F. O’Brien, MBA, CPA
    11/18/2025

    The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023).  It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow.  It covers:

    • How to establish fraud risk management governance.
    • How to conduct rigorous fraud risk assessments.
    • How to design and implement fraud control activities.
    • How to establish reporting mechanisms and investigative procedures.
    • How to monitor the overall fraud risk management program.

    Fraud risk can be managed.  All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/18/2025

    LinkedIn is considered by many to be one of the most impressive growth stories in the history of technology companies in Silicon Valley. In just 16 years it grew from nothing into a game changing company in a new industry and the performance of the company and the stock broke all kinds of records. The untold story of LinkeIn's success is that they grew a world class company and a world class team in the midst of a massive war for talent where their competitors for talent (Google, Facebook, Apple and more) could out pay and out perk and out benefit them. They grew a company when all the leaders had never built a company before. Despite the odds the leadership team succeeded and built a company and a culture that many still consider the gold standard. Steve Cadigan was at the epicenter of this growth as the first Chief HR Officer of LinkeIn and he delivers a front row seat to the wild and crazy and amazing ride that took LinkedIn from an unknown career destination into one of the top places to work in the world! Steve delivers a first hand account of lessons learned, mistakes made and what it was like to be facing a situation he had never faced before - hypergrowth. Wherever you are in your learning journey you will enjoy this class.


    Speakers:
    Steve Cadigan
    11/18/2025
    Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify the key features to look for in e-signature software.
    Distinguish between the features of top selling e-signature applications.
    Recognize best practices for deploying e-signature software.

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics covered in this course include:

    • 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.
    11/18/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify guidance that IRS auditors use when examining tax returns
    Distinguish industry-specific nuances for an auditor's perspective
    Apply IRS guidance when preparing income tax returns

    Instructor:
    Dr. Christopher J. Harper, CPA, MBA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/18/2025

    The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.


    Speakers:
    Mike Mirarchi
    11/18/2025

    The staggering volume of accounting scandals is a scandal. What has happened and what were the root causes? Why do many financial professionals choose to do the wrong thing? What has been the cumulative impact on the profession? What can we do to enhance our professional reputation? We will discuss the many "fixes" imposed to address previous accounting scandals, including COSO; were they effective? We must understand that accounting fraud is prevalent and what should we look out for? Be aware. We do not want history to repeat itself.


    Speakers:
    Don Minges, MBA
    Tracy Cooper, CPA
    11/18/2025
    This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by federal tax law, it's also shaped by social norms. As part of their mission to collect taxes and administer the Internal Revenue Code, the agency utilizes human psychology to achieve their goals. These activities include public identity (using the IRS logo, seal, and symbol), voluntary compliance (using public shaming and the "Wesley Snipes" effect), trust building (using a Taxpayer Bill of Rights), and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to "get into the head" of the agency and better understand the key psychological factors (individual, environmental, social) that drive leading IRS operations and decisions. The course also spotlights the leading issues and pain-points that are currently "top of mind" for the agency and how practitioners can be more mindful in their interactions with the IRS to improve outcomes.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    Highlight the corporate cognitive-culture and psychological foundations of IRS processes, policies, information products and rulingsExplore IRS communication dynamics with taxpayers and tax professionalsUse an "IRS lens" to more rationally and pragmatically interact with the agency

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    • Behavioral insights (BI) Primer
    • How and why BI are used by the IRS
    • IRS 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
    11/18/2025
    This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Undertake an assessment of your current situation and where you have evolved from
    Identify tactics to survive and prosper in a virtual work environment will be covered
    Create your own unique bucket list and learn how to use it to maintain a proper balance in your life

    Instructor:
    Ronald L Seigneur, CPA/ABV, ASA, CVA

    Fields of Study:
    Personal Development

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/18/2025

    Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.


    Speakers:
    Don Minges, MBA
    11/19/2025
    If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues and the ramifications.  What are the considerations and evaluation criteria to use? The need to carefully deliberate alternatives – is paramount. Be aware. 

    Speakers:
    Don Minges, MBA
    Bob Mims, CPA
    11/19/2025
    Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the §199A deduction to each recipient of Schedule K-1. Your clients will trust you to ensure that the relevant data is properly reported. The IRS has added disclosure lines to Schedules K-1 for S corporations, partnerships, and trusts. This course will cover the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. The course includes examples and case studies relevant to the new disclosure lines of Schedules K-1. This program will include the latest relevant IRS guidance.

    Objectives:
    • Understand how to complete the required Schedule K-1 disclosures related to §199A
    • Understand how to allocate §199A relevant amounts to shareholders, partners, and trust beneficiaries
    • Understand how to calculate the amounts of wages and unadjusted basis immediately after acquisition of qualified property
    • Use case studies to reinforce the learning objectives

    Presenters:
    Michael Frost, CPA

    Field of Study:
    Taxes (Technical) (4)

    Major Topics:
    • 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 §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 §199A reporting on Schedule K-1
    • Reporting publicly traded partnership income and REIT income to the partners or shareholders
    • Reporting aggregated activities
    • Allocating §199A amounts to partners when special allocations have been made by the partnership
    11/19/2025
    This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

    Objectives:
    • Understand strategies and tactics to use in light of new legislation
    • Understand the most current guidance on retirement planning
    • Understand how to nail down valuable deductions and other reductions to the tax base

    Presenters:
    Bob Lickwar, CPA

    Field of Study:
    Taxes (8)

    Major Topics:
    • 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
    11/19/2025
    It’s crazy to try to audit not-for-profits in the same manner that you do for-profits! The sane approach to auditing not-for-profits is to incorporate what makes them unique into the planning and performance of the audit. This course is designed to help you do just that! Obtain a superior working knowledge of auditing not-for-profit entities effectively and efficiently.

    Objectives:
    • Identify the ways not-for-profit auditing differs from commercial sector auditing
    • Skillfully adjust audits to suit the characteristics of not-for-profit entities
    • More efficiently audit not-for-profits using enhanced knowledge of key issues

    Presenters:
    Charlie Blanton, CPA

    Field of Study:
    Auditing (Governmental) (4)

    Major Topics:
    • 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.)
    11/19/2025
    We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We then move to the NFP side of the house with a look at the Accounting Standard Updates issued by the FASB that impacts nonprofit entities. Following that, we review the work of the Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on. After the break, we will conduct a deeper dive into Yellow Book and Single Audit engagements. The course closes with a look at the significant changes in the 2024 Compliance Supplement, the changes to the Uniform Guidance and the common deficiencies identified by the federal agencies and peer reviewers.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall changes to nonprofit and governmental accounting standards.
    Identify key issues in governmental auditing.

    Instructor:
    Melisa F. Galasso, CPA

    Fields of Study:
    Accounting (Governmental)
    Auditing (Governmental)

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/19/2025
    Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to:
    Recall the primary methods of online fraud
    Identify the types of weaknesses that can be exploited by those undertaking electronically based frauds
    Recognize specific internal control measures that can help to reduce these types of fraud activities.

    Instructor:
    Karl Egnatoff, CPA.CITP

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/19/2025
    CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Determine the common weaknesses in a criminal tax investigation.
    Identify the key documents to review (In a sea of thousands of documents).
    Select questions for your client to use in court proceedings.

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:
    • 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.
    11/19/2025
    Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause".

    This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify situations where penalties can be imposed
    Utilize techniques for preventing or reducing any penalty assessments
    Ascertain when the First Time Abatement can be used
    Obtain a working knowledge of the procedure governing the request for refund

    Instructor:
    Allison M. McLeod, LL.M., CPA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/19/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsIdentify and recall key compliance issuesIdentify and recall significant issues in the taxation of retirement distributions

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/19/2025

    This  session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence.  Topics include employee complaints, personality & attitude problems,  performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions.

    You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future.  Liability is replaced with credibility.

    Lawsuits are then avoided rather than won.  Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders:  “You should have anticipated this” after an avoidable legal claim.


    Speakers:
    Mike Mirarchi
    11/19/2025

    Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine.  We then will discuss the formation of an efficient cash management program based on solid banker relationships.  Finally, we will review Ten Steps for keeping your financial toolbox full.


    Speakers:
    William F. O’Brien, MBA, CPA
    11/19/2025

    According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.”  CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators.  This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/19/2025

    Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. 


    Speakers:
    Mark Hugh, CPA
    11/19/2025

    In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career.  You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/19/2025

    Although Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly. In this session, you will learn best practices for taking full advantage of OneDrive.


    Speakers:
    Connie Clark
    11/19/2025

    Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management.

    Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of a Paperless Office.


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/19/2025
    Tax practitioners are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This course covers exactly that. For tax practitioners preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.

    Objectives:
    • Understand how a partner determines and reports his or her tax basis capital account 

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Michael Frost, CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/19/2025
    The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to complex queries related to financial audits, tax planning, and employee benefits. It emphasizes the importance of balancing technical financial knowledge with effective communication skills to address diverse stakeholders' needs in various scenarios, from internal team discussions to client consultations.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Select ChatGPT for efficient budget negotiation and allocation.
    Distinguish strategies for compensation and benefits discussions.
    Recognize financial performance issues, including layoffs, with sensitivity.
    Indicate the financial and HR implications of mergers and acquisitions.
    Distinguish compliance with financial and employment laws.
    Identify crisis management strategies in financial downturns.
    Select performance management systems aligning with financial goals.

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    The major topics that will be covered in this course include:

    • Complex and nuanced communications related to:
    • 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
    11/19/2025
    Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recall enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.
    Recognize the importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.
    Identify how to coordinate risk management efforts, including the required involvement of corporate governance.
    Recall how to embed risk management into day-to-day accounting and finance activities.

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Management Services

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/19/2025
    Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence.

    Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the comprehensive functionalities of Power BI Report Builder necessary for designing advanced paginated reports.
    Recall the steps for publishing and sharing paginated reports created in Power BI Report Builder.
    Distinguish between the different report design choices to enhance the overall readability and user engagement in Power BI Report Builder.

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/19/2025

    Enterprise Risk Management for SMEs


    Speakers:
    William F. O’Brien, MBA, CPA
    11/19/2025

    We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/19/2025
    You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.

    Speakers:
    Don Minges, MBA
    Richard A. Karwic, MBA
    11/19/2025
    This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Evaluate lesser-known but powerful Excel functions
    Categorize your level of intellectual curiosity as you unearth ways to utilize Excel in manners you may not have previously considered
    Assess your mindset of professional skepticism that helps you explore the edges of Excel's capabilities

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/19/2025
    This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.

    This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify what factors allowed certain frauds to occur.
    Recognize what internal controls may have prevented the frauds.
    Consider application of these lessons to circumstances you encounter in your professional endeavors.
    Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Auditing
    Regulatory Ethics

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/19/2025
    Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice.

    On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142–149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA’s quality management project.

    In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

    Objectives:
    • Review and apply recently issued and proposed FASB and AICPA pronouncements
    • Review and apply guidance within ASC 842, Leases
    • Understand SAS 142 and SAS 145
    • Recall and apply AICPA quality management standards (SQMS 1, SQMS 2, and SQMS 3)
    • Be familiar with other important A&A practice matters you should be aware of
    • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

    Presenters:
    Jason Carney, CPA, PMP, CISA

    Field of Study:
    Accounting (4), Auditing (4)

    Major Topics:
    • 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
    11/19/2025
    What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business?

    In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are:

    1. Honesty
    2. Accountability
    3. Care
    4. Courage
    5. Fairness
    6. Gratitude
    7. Humility
    8. Loyalty
    9. Patience
    10. Presence (focus or mindfulness)

    You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business.

    Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify ten crucial qualities of high-character CPAs
    Recognize why each quality is essential to sustained success in accounting
    Select focused questions to evaluate the character of job applicants
    Put yourself ahead of the competition if you're applying for a job (Hint: It involves explaining how your high character has consistently delivered positive results)

    Instructor:
    Bruce Weinstein

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/19/2025
    Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Analyze the most significant impact on financial reporting.
    Identify "hot topics" in accounting and financial reporting.
    Recall "plain language" explanations of current and emerging U.S. GAAP requirements.

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:

    • New accounting standards.
    • The impact on Financial Reporting.
    • Hot topics in financial reporting.
    • Current and emerging US GAAP requirements.
    11/19/2025

    Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

    Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


    Speakers:
    Tracy Cooper, CPA
    11/19/2025

    Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.

    Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

     


    Speakers:
    Steven M. Yoss, Jr., CPA
    11/19/2025

    The saying goes it takes a Village to raise a child. Well, the same goes for running and growing a successful business. For CPA firm owners, the same applies to you. This session will share how you can align with others and create partnerships to boost revenue and take your firm to the next level.


    Speakers:
    Nellie Akalp
    11/19/2025
    What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules!  Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?

    Speakers:
    Don Minges, MBA
    John Levy, MBA, CPA
    11/19/2025
    Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we'll discover what sets ethics apart and, therefore, sets the profession apart as well. We'll explore the tools available, the role of bias, and dive into real life case studies. We'll apply the AICPA's ethical framework and detect where bias was involved in the case studies. We'll even discover that one person set the price tag on their ethics at $53.7 million, only to lose it all in the end.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to:
    Understand that ethics is more than just behavior
    Apply AICPA requirements and resources related to ethics
    Apply the AICPA framework to case studies
    Consider the role of bias when facing ethical decisions

    Instructor:
    Keely Gohl, CPA, CGMA

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • Understanding ethics
    • Available tools to aid in ethical decision making
    • The role of bias in making ethical decisions
    • Application through case studies


    11/19/2025

    Award winning discussion leader, former AICPA Council Member, and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies, and disciplinary actions.


    Speakers:
    Mark Hugh, CPA
    11/19/2025
    Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems, and whether they create a need for CPAs to adjust their skill sets to address those challenges. Look at the potential ethical challenges created by the data related to privacy, security, and its application. Discuss the changes being proposed to address emerging ethics challenges.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize the ethical challenges created by emerging technologies such as artificial intelligence and the foundational principles included in the Code of Professional Standards.
    Recall the ethical imperative to remain competent in this new environment in order to serve in the public interest.
    Consider whether current ethics standards address all of the challenges associated with data privacy and security.

    Instructor:
    Allison M. Henry, CPA, CGMA

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/19/2025

    Getting rich requires many things.  First, you need to know how to overcome previous limitations you may have had about making a lot of money.  Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies.   And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented.  By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.


    Speakers:
    Jonathan Robinson, MA, MFT
    11/19/2025

    Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization?  What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing?

    How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.


    Speakers:
    Don Minges, MBA
    Joe Oringel, MBA, CPA
    11/19/2025
    The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares tax practitioners to assist their clients with worker classification audits, and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits — Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program.

    Objectives:
    • Advise clients with respect to the risks associated with their treating workers as independent contractors rather than employees
    • Understand how to employ Section 530 for purposes of defending against an IRS allegation that one or more workers are employees and not independent contractors

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Edward Renn, Esq.

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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 §530 as a defense in worker classification audits
    • What is "industry practice" for §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
    11/19/2025
    This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget.

    These areas include:
    1. Social media
    2. Content development.
    3. Email marketing.
    4. Text (SMS) marketing.
    5. Chatbots and other interactive AI tools.
    6. Drip marketing campaigns.

    Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease!

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Discover how to segment your marketing and sales process in order to automate the areas that will have the most impact on revenue generation.
    Identify tools that you can use to simplify and shorten the lead generation, lead nurturing, sales, and onboarding processes.
    Leverage artificial intelligence the right way to develop content ideas and content that will engage ideal clients and nurture existing ones.
    Create a roadmap for an automated marketing and sales process in your firm to reduce time spent on marketing and sales while creating a consistent and cost-effective lead generation cycle to grow your firm.

    Instructor:
    Gaynor Hardy (Meilke), MS, CBC

    Fields of Study:
    Communications and Marketing

    Major Topics:

    The major topics that will be covered in this course include:

    • 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 i-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. This course will show you how!
    11/19/2025
    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.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize variations in income recognition.
    Recognize deductible expenses between GAAP and IRC affect reported profitability and tax liabilities.
    Compute deferred tax assets and liabilities, learning their impact on financial statements and future tax obligations.

    Instructor:
    Eric Knight, CPA, DBA

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/19/2025
    Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

    Objectives:
    • Understand which income tax returns and schedules have changed for individuals and pass-through entities
    • Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (4)

    Major Topics:
    • Timely coverage of breaking tax legislation
    • Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 
    • A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
    • Hot developments affecting the upcoming tax season
    • Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
    • Key new tax and practice developments and how they impact the current-year tax forms for individuals
    11/19/2025
    Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

    Objectives:
    • Advise individual clients on the benefits of using a trust to achieve their personal goals 
    • Save clients money in their estate planning

    Presenters:
    Ciro Poppiti, Esq.

    Field of Study:
    Taxes (4)

    Major Topics:
    • 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
    11/19/2025
    One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee's investment and connection to their place of work.

    For all the HGTV lovers out there, this session mirrors a television show where an individual/family must decide if they want to stay in their current home (after renovations and home improvements) or move to a new space. This webinar title seems apt in describing the current issues around engagement and retention. When an employee chooses to "love it" or stay with their current employer, it typically means they are engaged in their work and they feel seen, heard and valued- they are content. Conversely, the notion of "leaving it" typically symbolizes an employee who cannot wait to get out of their current job. These employees often have negative attitudes and/or behaviors at work.

    The purpose of this webinar is to recognize the significance of attracting and retaining employees, building your brand as an employer of choice and developing a culture where individual employees feel valued, cared for and ultimately engaged, all though an ethical lens.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize the importance of virtue ethics and its impact on engagement and retention.
    Select ways to determine the engagement level of an employee/pulse checks
    Identify ways to enhance employee commitment and satisfaction.
    Determine ways to help employees feel seen, heard and valued.
    Identify Generation X values in order to attract and retain this growing segment in the workplace.

    Instructor:
    Robbie Glantz and Jennifer Sullivan

    Fields of Study:
    Behavioral Ethics
    Personnel/Human Resources

    Major Topics:

    The major topics that will be covered in this course include:
    • Ethical Values and Engagement and Retention
    • Enhancing Employee engagement
    • Strategic/Intentional Actions to Enhance Retention
    • Generation X
    11/19/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to... - Identify the various court approved methods of proof.- Recognize the court cases approving the methods of proof.- Calculate the different methods of proof.- Using given facts, choose the appropriate method of proof.

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Accounting

    Major Topics:

    The major topics that will be covered in this course include:
    • 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.
    11/19/2025
    S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these rules can make all the difference. In this course, we will discuss some of the more common specialty areas experienced by practitioners — late filing relief for S corporation elections, disproportionate distributions, and selling S corporation shares. While these items may not come up on every single Form 1120-S, you will be able to add more value to clients when they do.

    Objectives:
    • Recall the rules for a late S corporation election
    • Identify the tax implications of an S corporation making disproportionate distributions to S corporation shareholders
    • Recognize the tax rate applicable to the sale of S corporation shares

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (2)

    Major Topics:
    • Making an S corporation election and late filing relief
    • Disproportionate distributions
    • Selling S corporation shares
    • Redemption rules
    11/19/2025
    This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions.

    Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets.

    Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application.

    "Build a Data Model for Analysis in Power BI" is an essential course for professionals aiming to leverage the full potential of Power BI 's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Apply fundamental principles of data modeling in Power BI to integrate various data sources effectively.
    Determine the most appropriate scenarios for using calculated columns versus measures in Power BI data analysis.
    Choose and implement the correct type of DAX measures (explicit or implicit) for specific data modeling needs.
    Use pivot tables in Power BI to validate and refine data measures, ensuring accuracy and reliability in reporting.

    Instructor:
    Bryan L. Smith, CPA.CITP, CISA

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this class include:

    • 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.
    11/19/2025
    For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals.

    Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization.

    To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Create a short daily routine that will increase your energy and focus.
    Identify the obstacles that get in the way of you investing in your mental health.
    Practice setting boundaries at work and home so you can focus on your priorities.

    Instructor:
    Tara Whitney, CPA, ACC

    Fields of Study:
    Personal Development

    Major Topics:

    The major topics covered in this course include:
    • 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.
    11/19/2025
    Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science.

    In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify performance management statistics driving human behavior.
    List the components of the Results Model and why ethical performance management matters.
    Identify the purpose of a scorecard and state the key components that matter.
    How to always operate "above the line" and the impact that has on driving results.
    Distinguish the most important components that take a scorecard from good to great.
    Identify the criterion that matters most during goal-setting.
    Compare and contrast various role-play examples of coaching conversations and assess the effectiveness of each; what components make them good and what makes them great.
    Identify and recall what short affirmations and re-directs sound like and how to use them effectively during coaching.
    Apply the follow-up rules of success.
    Recognize the crucial role of empathy and how to apply/cultivate it in your leadership approach.
    Effectively use the support tools provided to create your action plan to improve performance management with your people and yourself.

    Instructor:
    Tammy Daugherty

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/19/2025

    Financial skills needed in many situations are constantly changing.  It is prudent to routinely look into your toolbox to restock or revise your tool set.  In this course we will examine three tool categories that form the foundation for many analytical processes.


    Speakers:
    William F. O’Brien, MBA, CPA
    11/19/2025

    Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session explores these differences and provides best practices for planning, executing, documenting, and reporting the results of an HR investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. 


    Speakers:
    Daniel Porter, CFE
    11/19/2025

    Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives.  Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth.  This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit.  Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/19/2025
    Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.

    Objectives:
    • Understand and apply relevant sections of SSARS No. 21, Clarification and Recodification
    • Be familiar with guidance impacting preparation and compilation engagements which is contained in SSARS Nos. 22, 23, 24, and 26
    • Be familiar with preparation and compilation work program examples
    • Be aware of the most recent reports and other required communications
    • Keep abreast of relevant ARSC agenda items and projects
    • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

    Presenters:
    Ken Levine

    Field of Study:
    Auditing (4)

    Major Topics:
    • Relevant sections of SSARS No. 21, Clarification and Recodification
    • 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. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services
    • Proposed changes to the SSARS guidance
    • Comprehensive sample engagement work programs for preparation and compilation engagements
    • Prescribed form, specified line item, pro forma, and other engagement variations
    • Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
    11/19/2025
    Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify ethical issues that may arise from the utilization of artificial intelligence
    Recognize the importance of upholding the AICPA Code of Professional Conduct
    Recall the importance of professional skepticism when evaluating information
    Recall the importance of source citations and other documentation considerations
    Distinguish best practices for crafting policies and procedures that address threats and related safeguards

    Instructor:
    Dr. Christopher J. Harper, CPA, MBA

    Fields of Study:
    Regulatory Ethics

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/19/2025

    Strategic Planning for SMEs


    Speakers:
    William F. O’Brien, MBA, CPA
    11/19/2025

    By now, we should all understand the ethical obligations we have as CPAs.  So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations.  But, of course, our professional ethics committees still have plenty of cases to investigate.  This session will examine several ethical frameworks, including the AICPA’s Code of Professional Conduct’s and the GAO Yellow Book’s Threats and Safeguards approach to remaining ethical and resolving ethical dilemmas.  The session will present several ethical case studies that illustrate the complexities of and challenges to staying ethical.

    By exercising our “ethical muscles”, we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter.


    Speakers:
    David L. Cotton, CPA, CFE, CGFM
    11/19/2025
    The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure “equality of opportunity” and “economic self-sufficiency” for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.

    Objectives:
    • Understand the basics of ADA and FMLA
    • Know employer rights and responsibilities under ADA and FMLA
    • Understand steps employers can take to avoid discrimination, harassment, interference, and retaliation claims

    Presenters:
    Amy McAndrew, Esquire

    Field of Study:
    Personnel / Human Resources (2)

    Major Topics:
    • 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
    11/19/2025
    Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Discuss generally accepted audit requirements related to testing controls for operating effectiveness
    Explain how to evaluate the results of a control reliance test for operating effectiveness
    Describe the use of Service Organization Control (SOC1) Reports on a financial statement audit
    Identify the impact of a control reliance strategy on a detailed audit plan

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics covered in this class include:

    • 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

    11/19/2025
    Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify the key features to evaluate in password management apps
    Recognize the important role password management apps play in your cybersecurity protection
    Distinguish between the features of top selling password management apps

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics covered in this course include:

    • 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
    11/19/2025

    You only have one chance to make a good first impression.  In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever.  Fortunately, this is an easily learnable skill that can serve you in both business and in life.  People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.  


    Speakers:
    Jonathan Robinson, MA, MFT
    11/19/2025
    The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Raise awareness of tax examiners and tax auditors about money laundering and tax crimes
    How to identify possible suspicious transactions
    Review key indicators of criminal money
    Explain how money laundering impacts ethical decision-making

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/19/2025
    Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc. 

    Speakers:
    Don Minges, MBA
    Richard A. Karwic, MBA
    11/19/2025
    This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rulesIdentify and recall key compliance issuesIdentify and recall significant issues in the installment sale tax form

    Instructor:
    Steven C. Dilley, CPA, JD, PhD

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/20/2025

    Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids.  When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. 

    Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors.  Achieve your target profitability in the process.  


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/20/2025

    The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed.  Many organizations trying to bring people back to the office have experienced significant turnover.  Some practices have changed forever while some principles will always remain the same.  Keeping your people happy equals keeping your best people.  Learn the changes you should make now and the things you should do forever!


    Speakers:
    John L. Daly, MBA, CPA, CMA, CPIM
    11/20/2025

    This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. 


    Speakers:
    J. Michael Inzina
    11/20/2025

    Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here!

    Participate in K2’s Getting Started With Artificial Intelligence to learn to use today’s AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!


    Speakers:
    Thomas G. Stephens Jr., CPA.CITP, CGMA
    11/20/2025
    With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.

    Objectives:
    • Identify the critical changes occurring in governmental accounting today
    • Skillfully implement today’s most challenging GASB standards
    • More effectively audit governmental entities through superior knowledge of key accounting issues

    Presenters:
    Charlie Blanton, CPA

    Field of Study:
    Accounting (Governmental) (4)

    Major Topics:
    • 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
    11/20/2025

    The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why an auditor did not identify it. The auditor’s responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as a lack of segregation of duties, can leave a firm vulnerable.



    This course will discuss the audit procedures that should be performed in accordance with AU-C §240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit, and the most frequent types of fraud found in small to mid-sized entities along with internal controls that could be implemented to help prevent and detect them. We will look at various cyber fraud schemes and how they might be prevented or detected, the use of analytics as fraud risk procedures, and assessments of fraud risk in a Single Audit. This course features case studies.


    Objectives:
    • Understand the drivers of fraud risk in a financial statement audit
    • Conduct procedures required by professional literature to assess the risk of fraud
    • Develop discussion points to review with management and those charged with governance
    • Identify the main types of fraud that occur in small to mid-sized companies and develop internal controls responsive to those risks
    • Evaluate fraud case examples and identify how fraud occurred and how it could have been prevented or detected

    Presenters:
    Marci Thomas, CPA

    Field of Study:
    Auditing (8)

    Major Topics:
    • 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
    11/20/2025
    The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

    Objectives:
    • Determine initial basis and organizing tax-free under §351 and §721
    • Understand what affects basis and how to treat distributions
    • Pass the four loss limitation hurdles to deduct pass-through losses

    Presenters:
    Michael Frost, CPA

    Field of Study:
    Taxes (8)

    Major Topics:
    • 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 §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 §704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under §704 & for “at-risk” under §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 §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 
    11/20/2025
    This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards, and the basis for any potential changes on the horizon.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recall recent developments of the FASB, GAO, OMB and AICPA relevant to nonprofit entities
    Analyze the impact of new technical, professional, and regulatory requirements on nonprofit entities
    Recall current accounting, reporting, and compliance issues faced by nonprofit entities
    Apply best practices to minimize noncompliance with Yellow Book and Single Audits

    Instructor:
    Jennifer F. Louis, CPA

    Fields of Study:
    Accounting (Governmental)
    Auditing (Governmental)

    Major Topics:

    The major topics that will be covered in this course include:

    Current impacts of accounting and financial reporting on nonprofit entities 
    Recently released FASB standards that impact nonprofit 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 nonprofits
    11/20/2025
    Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending the presentation, you will be able to
    Identify ways to save between 60-120 minutes
    Determine time wasters and common distractions that interfere with productivity and focus
    Apply stress management by taking short incremental breaks and understand how it impacts time management and work efficiency
    Analyze and prioritize tasks and meet deadlines
    Determine how to delegate effectively and with greater confidence

    Instructor:
    Stephanie Wachman

    Fields of Study:
    Personal Development

    Major Topics:

    The major subjects that will be covered in this course include:
    • 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)
    11/20/2025
    Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About

    In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Identify what types of benefits employees find valuable
    Recall the basic types of retirement plans and how they differ
    Distinguish between the basic health insurance plan types
    Recognize how life insurance may be incorporated into an employee benefits package

    Instructor:
    David Peters

    Fields of Study:
    Personnel/Human Resources

    Major Topics:

    The major topics that will be covered in this class include:

    • 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
    11/20/2025
    This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place.

    This one-hour webinar includes an overview of Aristotle's virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually and organizationally and its impact on individual, organizational and world wellbeing.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this course, you will be able to...
    Identify behavioral ethics and how our behaviors impact the world around us.
    Recognize what is meant by professionalism and its relationship to ethics.
    Recall benefits and obstacles to Compassion.
    Identify causes of bad gossip and ways to minimize impact in the workplace.
    Recognize the importance of gratitude in our daily lives at work and at home.

    Instructor:
    Robbie Glantz

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    The major topics covered in this course include:

    • Overview of Virtue Ethics and the Common Good
    • Professionalism
    • The Virtue of Compassion
    • Gossip in the Workplace
    • Gratitude
    11/20/2025
    This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the basics of ChatGPT and artificial intelligence chatbot technologies
    Use ChatGPT to automate tasks and improve efficiency in the accounting profession
    Utilize ChatGPT to improve accuracy and reduce the risk of mistakes in financial records
    Supply real-time support to clients using ChatGPT
    Generate financial reports using ChatGPT
    Use ChatGPT to automate tax return preparation and financial planning
    Deliver guidance on financial decision making using ChatGPT

    Instructor:
    Garrett Wasny, MA, CMC, CITP/FIBP

    Fields of Study:
    Information Technology

    Major Topics:

    Major topics covered in this course include:

    • 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
    11/20/2025

    The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. 


    Speakers:
    Bob Mims, CPA
    11/20/2025
    When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the greatest impact on the individual owner. In this course, we will explore when self-employment taxes apply to business income, as well as some of the lesser-known taxes that apply to flow-through entities. We will even explore when a PTE election could be helpful to a small business owner.

    Objectives:
    • State the basic distinctions between various entity types
    • Identify when self-employment taxes must be paid by a flow-through entity owner
    • Recognize how an S corporation can avoid the built-in gains tax
    • Recall which entity types may make a PTE election under IRS Notice 2020-75

    Presenters:
    Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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?
    11/20/2025
    This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted stock awards, stock appreciation rights (SARs), phantom stock plans, and employee stock purchase plans (ESPPs). The course will also cover the accurate analysis of tax forms and schedules used for reporting executive compensation, common tax reporting errors to avoid, and strategies for handling extensions, estimated taxes, and increased IRS scrutiny.

    Objectives:
    • Understand and explain the taxation and reporting procedures for nonqualified deferred compensation (NQDC) arrangements
    • Distinguish between incentive stock options (ISOs) and nonqualified stock options (NQSOs) in terms of taxation and reporting requirements
    • Describe the tax treatment and reporting procedures for restricted stock awards
    • Differentiate between the taxation and reporting requirements for stock appreciation rights (SARs) and stock options
    • Discuss the taxation and reporting considerations for phantom stock plans
    • Explain the tax benefits, reporting procedures, and participant eligibility for employee stock purchase plans (ESPPs)
    • Understand the tax consequences and reporting requirements of stock bonus plans
    • Outline the tax incentives, contribution limits, and reporting procedures for employee stock ownership plans (ESOPs)
    • Interpret and analyze the tax forms and schedules used for reporting executive compensation
    • Recognize and prevent common tax reporting errors associated with executive compensation plans
    • Formulate strategies for stock sale reporting, estimated taxes, filing deadlines and extensions, and state taxation

    Presenters:
    Daniel Johnson

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/20/2025
    Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.

    Objectives:
    • Explain best practices with regard to progressive discipline
    • Advise employers regarding steps they can take to reduce litigation risks associated with employee termination
    • Understand wrongful termination and discrimination claims, including how to avoid them

    Presenters:
    Amy McAndrew, Esquire

    Field of Study:
    Personnel/Human Resources (2)

    Major Topics:
    • 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
    11/20/2025
    This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.

    Objectives:
    • Calculate an S corporation shareholder's basis in his or her S corporation shares on Form 7203
    • Understand and apply the S corporation shareholder loan basis rules

    Presenters:
    Mike Tucker, Ph.D., LL.M., J.D., CPA
    Bob Lickwar, CPA

    Field of Study:
    Taxes (2)

    Major Topics:
    • 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
    11/20/2025
    Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.


    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify the many different ways in which you can apply the power of AI within your Microsoft 365 applications
    Recognize the potential to increase your productivity and quality of your information with Microsoft 365 Copilot

    Instructor:
    John Higgins, CPA.CITP

    Fields of Study:
    Computer Software & Applications

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
    11/20/2025
    A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Recognize the cybersecurity threats and vulnerabilities most relevant to finance and compliance roles.
    Interpret key terms, technologies, and strategies, including zero trust, ransomware, and Advanced Persistent Threats (APTs).
    Identify how emerging threats like deepfakes and supply chain vulnerabilities impact financial operations.
    Integrate cybersecurity strategies with compliance requirements such as SOX, PCI DSS, GDPR, and CCPA.
    Apply risk management principles to quantify cybersecurity risks and determine ROI on security investments.
    Ensure readiness for audits by aligning cybersecurity practices with compliance objectives.
    Outline the essential components of an effective incident response plan tailored to finance and compliance teams.

    Instructor:
    Dr. Kenneth W. Cooper, DCS, CISSP

    Fields of Study:
    Information Technology
    Specialized Knowledge

    Major Topics:

    The major topics that will be covered in this course include:

    • 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
     

    11/20/2025
    This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Determine what factors allowed certain frauds to occur
    Identify what internal controls may have prevented the frauds
    Consider application of these lessons to circumstances you encounter in your professional endeavors

    Instructor:
    Chris Harper, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The major topics covered in this class include:

    • Examination of actual frauds
    • Discussion of internal controls that could have prevented the frauds
    • Contemplation of epiphanies for your own professional scenarios
    11/20/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.
    Recall IRS deadlines and the importance of timely and accurate responses.
    Apply effective communication strategies when corresponding with the IRS.
    Proactively address IRS concerns to avoid escalation and penalties.
    Ensure compliance with IRS requirements when responding to correspondence.
    Assess common issues that arise from IRS letters and develop resolution strategies.
    Advise clients on their rights and responsibilities when dealing with IRS correspondence.
    Implement documentation and tracking practices to manage IRS responses effectively.

    Instructor:
    Mary Jane Hourani, MM, EA, NTPI Fellow

    Fields of Study:
    Taxes

    Major Topics:

    The major topics that will be covered in this course include:

    • 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.
    11/20/2025
    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.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Prepare for an investigation
    Recall how to review paper and electronic handling procedures
    Identify the process of preserving, analyzing, and evaluating evidence
    Recall how to conduct the investigation efficiently
    Discuss the characteristics of a quality investigative report that can be used in court
    Evaluate options for civil and criminal legal actions

    Instructor:
    Robert Nordlander, CPA, CFE

    Fields of Study:
    Accounting

    Major Topics:

    The major topics covered in this class include:

    • 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
    11/20/2025
    The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation, you will be able to...
    Raise awareness of bank fraud, wire fraud, and tax evasion
    Identify red flags that lead to investigations and indictments
    Review key indicators of illicit activities
    Recognize how responses to investigations influence sanctions

    Instructor:
    Justin Paperny

    Fields of Study:
    Behavioral Ethics

    Major Topics:

    Major topics covered in this course include:

    • 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
    11/20/2025
    The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality.

    This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

    Objectives:
    After attending this presentation you will be able to...
    Recognize key risk assessment concepts applying to SAS No. 145 in identifying and assessing risks of material misstatement
    Determine the impact to the risk assessment process and the work to be performed
    Identify risk assessment procedures related to the various components of the entity's system of internal control
    Recall how to scale risk assessment requirements to be effective and efficient, particularly for less complex entities
    Recall when and how to evaluate design and determine the implementation of controls
    Recognize risk assessment requirements to appropriately identify risks arising from the use of information technology (IT) and related general IT controls
    Identify potential risk assessment and related audit documentation traps

    Instructor:
    Heather Trower, CPA

    Fields of Study:
    Auditing

    Major Topics:

    The topics that will be covered in this class include:

    • 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
      11/20/2025

      Targets can be a powerful catalyst for remarkable achievements - from landing humans on the moon to eradicating smallpox and repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life.

      This course uses real-world examples and case studies to guide you through a practical, step-by-step process for crafting robust, effective, and credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.


      Speakers:
      Bernie Smith
      11/20/2025

      Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

      Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


      Speakers:
      Tracy Cooper, CPA
      11/20/2025

      Many employees with ADHD struggle with productivity. It’s heart-breaking to feel you have to let a team member go due to lack of performance. This course is for HR Professionals and Team Leaders who want more tools in their tool belt to help improve retention with ADHD team members. You will learn whole brain strategies to help your team members with ADHD improve performance, so they can not only survive but thrive. This innovative science-based approach is designed to help people with ADHD get more done in less time with a process designed with their creative brain in mind.


      Speakers:
      Christine Wilson, LPC
      11/20/2025

      This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling.  From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies.   This course stands on its own but is part two of a four part budget mastery series.


      Speakers:
      Bob Mims, CPA
      11/20/2025

      Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. 

      HR Professionals walk a tight rope of being strong, but not aggressive, polite, but not a push over. It is exhausting!

      In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch.
       


      Speakers:
      Summer Jelinek
      11/20/2025
      Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course discusses each part of these schedules and explain these new reporting obligations in detail.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize the purpose of Schedule K-2 and Schedule K-3
      Identify components of each form and the areas which will need to be completed
      Distinguish these new forms that affect partnerships and S Corporations
      Recall when they must be filed
      Determine which taxpayers need to complete these forms

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/20/2025

      Award winning discussion leader, former state accountancy board chair, and lifelong tax practitioner Mark Hugh will review ethics for tax professionals: the AICPA Code of Professional Conduct and interpretations; the Statements on Standards for Tax Services; tax preparer standards in the Internal Revenue Code; the rules for practice with and before the IRS, including IRS Circular 230; new developments; and discuss examples of best practices and case studies.


      Speakers:
      Mark Hugh, CPA
      11/20/2025
      When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this course, we will discuss current ethical issues, and walk-through a nine-step ethical decision-making model.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Analyze current ethical violations in the news
      Determine possible choices when placed in the middle of an ethical dilemma
      Determine a nine-step process to improve ethical decision-making

      Instructor:
      Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/20/2025

      Microsoft Office Excel is one of the most widely used applications by accounting and financial professionals. Yet, many remain unaware of new and improved features in Excel and, therefore, fail to reach the level of productivity and accuracy they desire. Further, with new features appearing in Excel provided through Microsoft 365 subscriptions and Excel 2024, it is more important now than ever to get up-to-speed on the world’s most popular spreadsheet!

      Make plans now to elevate your Excel skills by participating in this session. You will learn about the newer features available to improve efficiency and accuracy in it. You will also learn about the importance of numerous legacy features in Excel and how you can – and should – continue to use these tools to improve productivity.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/20/2025
      Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.

      Objectives:
      • List behavioral biases that prevent companies from being streamlined
      • Identify techniques that may be used to make cost cutting a part of the company’s culture and business strategy
      • Describe techniques that may be used to discern whether additional headcount is necessary
      • Demonstrate vertical and horizontal financial statement analysis
      • List key considerations when benchmarking against competitors
      • Describe contracting and negotiation techniques
      • Discuss the business cycle and how cash flow management changes during each stage

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Management Services - Technical (2)

      Major Topics:
      • 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
      11/20/2025
      The COVID-19 pandemic and related supply chain issues demonstrate the importance of effective inventory management, control, and analysis of this business lifeline.

      Inventory management is all about having the right items on hand at the right time to meet customer demand while controlling costs and minimizing waste and loss. Companies with best-in-class inventory management practices don’t guess how much stock to buy, and they keep a steady flow of raw materials, work-in-progress items, and finished goods moving from manufacturing to consumer, over a variety of distribution channels.

      Inventory control is a part of the inventory management process. It is the daily activity of managing stock within the warehouse. Inventory control activities include receiving, storing, and transferring stock, as well as tracking and fulfilling orders and returns.

      Inventory analysis helps you determine the right amount of stock to keep on-hand to fill demand while avoiding spending too much on inventory storage.

      This course will focus on “The Big 3” tools that best-in-class financial leaders use to sustain enhanced growth and profitability: inventory management, control, and analysis. These will allow companies to stay on top of trends in inventory management, understand the drivers behind them, establish and follow a state-of-the-art inventory control system, and master inventory analysis skills.

      Objectives:
      • Identify how effective inventory management procedures can affect internal controls over financial reporting in general and inventory in particular
      • Identify the differences between inventory management vs. inventory control
      • Identify inventory analysis methods and KPIs that are most effective, understandable, and can be effectively applied
      • Identify the synergies between inventory management and supply chain management
      • Use real-time data analytics to make decisions that can create a more customer-centric business model and minimize costs while boosting efficiency
      • Discover from an inventory perspective, how becoming more data-driven allows businesses to make better demand forecasts, move toward just-in-time inventory replenishment and get and provide near-real-time updates on where supplies or shipments are and when they'll arrive at their destinations
      • Identify inventory management trends for retailers, warehouses, and the optimization of the supply chain

      Presenters:
      Samuel Monastra, CPA

      Field of Study:
      Accounting (2), Business Management and Organization (2)

      Major Topics:
      • Inventory management vs. inventory control
      • Inventory analysis methods and KPIs
      • Top inventory management trends
      • Inventory analysis: methods and KPIs
      • Inventory management trends for retailers
      • Inventory management and supply chain management
      • Top trends in warehouse management
      • Supply chain inventory optimization
      11/20/2025
      The Internal Revenue Service has targeted complex partnerships it believes are not in compliance with the tax law for audit. One of the abuses the IRS has attacked is transfers of interests in partnerships which result in an increase in the basis of a partner who is subject to a high marginal income tax rate. This perceived abuse results in lower income tax and/or a higher basis in partnership property for the higher marginal income tax partner.

      The final regulations basically characterize certain partnership-related basis adjustments as transactions of interest on the part of the IRS. In a practical sense, this means that property transfers in a partnership with related party partners may run the risk of IRS scrutiny if audited. It is common for certain types of partnerships, such as real estate limited partnerships, to have related-partner partnerships. The IRS may decide to scrutinize partnerships with related party transfers.

      Since these final regulations presume an understanding of the rules for partnership distributions and Section 754 elections, the program begins with coverage of those two topics, with time devoted to adjustments under both Section 743(b) and Section 734(b). It would be hard to understand the IRS’s claim of abuse without a working knowledge of these transactions.

      Objectives:
      • Understand the final regulations addressing basis shifting from one related party partner in a partnership to another

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Lance Weiss, CPA, CVA
      Edward Renn, Esq.

      Field of Study:
      Taxes (4)

      Major Topics:
      • 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?
      11/20/2025
      Power BI - Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. 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. The course also focuses on optimizing performance for data models, utilizing advanced features of Power BI Services, and moving beyond basic data models to create advanced solutions tailored to real-world business needs.

      By the end of the course, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you're presenting to stakeholders, sharing insights across teams, or managing enterprise-level reporting, this course will equip you with the tools and strategies to succeed. Perfect for Power BI users looking to tie all the pieces together into a comprehensive, efficient workflow.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Categorize the components of an efficient Power BI workflow and identify areas for optimization.
      Evaluate Power BI performance metrics and apply optimization techniques for enhanced usability.
      Assess the capabilities of Power BI Services to effectively share, collaborate, and manage data insights across teams and organizations.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/20/2025
      Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending the presentation, you will be able to
      Determine the situations, circumstances, and people where you avoid difficult conversations
      Identify where you are making up a story about the situation
      Distinguish where you are creating obstacles

      Instructor:
      Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman

      Fields of Study:
      Personal Development

      Major Topics:

      The major subjects that will be covered in this course include:

      • Awareness of your mindset entering the conversation
      • Tactics to build a pool of meaning
      • Clarity around story telling
      • Biggest mistakes to avoid
      11/20/2025
      George Washington once wrote, “We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience.” The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.

      Objectives:
      • Identify common frauds occurring in governments and nonprofits today
      • Skillfully develop controls to combat frauds
      • Protect governments and nonprofits from fraud

      Presenters:
      Charlie Blanton, CPA

      Field of Study:
      Auditing (Governmental) (4)

      Major Topics:
      • 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 nonprofit
      11/20/2025
      This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply guidance of the "big picture" of qualified deductible expenses and strategies and guidance on what to do and when to do it

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this class include:

      • 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
      11/20/2025
      Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recall the fundamental concepts and applications of cloud computing, big data, and data analytics in the accounting sector, emphasizing their role in enhancing efficiency and decision-making processes for CPAs.
      Identify the key principles of Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), and their transformative impact on accounting, enabling CPAs to streamline operations and optimize services.
      Recognize the emerging trends and potential implications of cryptocurrency, blockchain technology, and the metaverse in the financial industry, preparing CPAs to navigate these innovations with informed strategies and solutions.

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/20/2025

      Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:

      • Regularly produce or update dashboards and reports
      • Struggle with confusing or overly complex reporting tools
      • Seek to streamline varied reporting styles across their organization
      • Aim to establish a consistent, replicable "house style" for reporting
      • Want to impress stakeholders with clear, user-friendly data presentations

      Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.


      Speakers:
      Bernie Smith
      11/20/2025

      The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.


      Speakers:
      Connie Clark
      11/20/2025

      You have more to do than time to do it. When you finally find the time, distractions steal it away again. As a leader with multiple layers of demands on your time, how can you possibly get it all done? In this course, I will help you learn practical productivity strategies so you can tame your to do list and multiply your time. It’s just wrong for a to-do list to rule your life. Learn how to take back your time…and your life.


      Speakers:
      Christine Wilson, LPC
      11/20/2025

      You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you.  This is a great and fun course on its own, but is also part three of a four part series on budget mastery.


      Speakers:
      Bob Mims, CPA
      11/20/2025

      Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself
      consistently taking care of everyone else with no time left to take care of you?

      In this session, we dive into controlling your chaos and managing your energy. Make no mistake, this isn't your father's time management class. It’s an energy management class developed on behalf of and with tired, frustrated, and burned out HR professionals like yourselves! If you find yourself drained and drinking far too much coffee, this is the session for you!


      Speakers:
      Summer Jelinek
      11/20/2025

      In the ever-evolving landscape of business technology, it is about having the right tools and optimizing for efficiency and cost- effectiveness. K2's Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness is designed for professionals seeking to balance functionality with financial prudence. This session delves into strategies for streamlining your technology stack without sacrificing performance. We will guide you through assessing your current tech tools, identifying redundancies, and exploring less expensive yet effective alternatives. You will learn techniques to evaluate the total cost of ownership of tech tools and make informed decisions to avoid overspending. This course is necessary for professionals seeking the most value from their technology investments.


      Speakers:
      Randolph (Randy) P. Johnston
      11/20/2025
      Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency.

      Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI.

      Objectives:
      • Be familiar with the fundamentals of artificial intelligence
      • Recognize the different types of artificial intelligence in use today
      • Understand how artificial intelligence will change the accounting and finance professions
      • Be able to explain data security and privacy best practices

      Presenters:
      Jason Cornell, Esq.

      Field of Study:
      Information Technology (2)

      Major Topics:
      • 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
      11/20/2025
      Many of us expect to use logic when it comes to how we allocate our investments. The adage of “buy low, sell high” is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there’s also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.

      Objectives:
      • Recognize the behavioral biases that may negatively affect financial decision-making
      • Overcome these biases so as to be better able to meet long-term financial goals

      Presenters:
      T.J. Zak, CFP®, AIF®

      Field of Study:
      Economics (2)

      Major Topics:
      • Availability bias
      • Herding
      • Loss aversion
      • Present bias
      • Anchoring
      • Home country bias
      11/20/2025
      As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients.

      Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.

      Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.

      Objectives:
      • Be well informed on current topics impacting taxes, finance, and industry

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA

      Field of Study:
      Taxes (1)

      Major Topics:
      • Each week’s topics will change based on the most critical issues affecting financial professionals
      11/20/2025
      More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We'll also review the recent changes to quality management in Yellow Book. We'll close with a reminder of common deficiencies found in Yellow Book engagements.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Compare the changes to Chapter 5 of Yellow Book.
      Recognize common Yellow Book deficiencies.
      Recall the independence requirements in Yellow Book.

      Instructor:
      Melisa F. Galasso, CPA

      Fields of Study:
      Auditing (Governmental)

      Major Topics:

      The major topics that will be covered in this course include:

      • Yellow Book engagements.
      • Independence requirements in GAGAS.
      • Quality management in Yellow Book.
      • Common deficiencies found in Yellow Book engagements.
      11/20/2025
      ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize the features and benefits of using ChatGPT
      Identify practical applications for ChatGPT in accounting, finance and tax

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/20/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize external fraud
      Identify control issues that can give rise to external fraud occurrences
      Recall ways to reduce external fraud risk

      Instructor:
      Karl Egnatoff, CPA.CITP

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this course include:

      • Types of external fraud
      • Considerations as organizations work to reduce fraud risk
      • External fraud and known parties/External fraud unknown perpetrators
      11/20/2025

      The Art of Accountability is a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in todays fast-paced work environment. 


      Speakers:
      Summer Jelinek
      11/20/2025

      Perhaps the most important element of the budget process is its communication.  If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.  This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.


      Speakers:
      Bob Mims, CPA
      11/20/2025

      With only a few months to go before the AICPA’s Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved.



      The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm’s approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control).



      The results of the firm’s risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards.



      We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.


      Objectives:
      • Identify key provisions of SQMS 1, SQMS 2, and SQMS 3
      • Recall quality management provisions in SAS 146, SSARS No. 26, and SSAE 23
      • Understand the role of firm leadership in establishing quality management standards
      • Create a risk assessment
      • Draft the new QM document
      • Perform steps used in monitoring and the assessment of the firm’s System of Quality Management

      Presenters:
      Marci Thomas, CPA

      Field of Study:
      Auditing (2)

      Major Topics:
      • 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
      11/20/2025
      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.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Implement AI tools to transform business ideas into marketable digital productsCreate professional audio-visual content using AI-powered platformsDesign effective e-commerce strategies for digital product distributionDevelop comprehensive content marketing workflows using AI toolsEvaluate opportunities for revenue generation through AI-assisted ideationGenerate diverse content formats using AI transformation techniquesConstruct cohesive digital asset portfolios for multiple platforms

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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)
      11/20/2025
      Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Determine your natural reactions to conflict
      Identify when you are entering conflict
      Use strategies to de-escalate conflict before it is too late
      Choose to engage with colleagues and clients to turn conflict into innovation

      Instructor:
      Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman

      Fields of Study:
      Personal Development

      Major Topics:

      Major topics covered in this course include:

      • Levels of conflict
      • Strategies to de-escalate conflict
      • Distinction between miscommunication and conflict
      • Responses to conflict
      • Tactics to address, rather than avoid, conflict
      11/20/2025
      This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Apply advanced Excel auditing tools, such as Trace Precedents, Trace Dependents, and the Error Checking feature, to effectively identify and rectify complex errors in financial spreadsheets.
      Analyze and interpret common error messages and anomalies in Excel, enabling the ability to diagnose underlying issues in spreadsheet formulas and data inputs.
      Distinguish between different types of Excel errors, including formula errors, reference errors, and logical errors, to implement targeted corrective actions for enhanced spreadsheet accuracy and reliability.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this class include:
      • 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.
      11/20/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify taxation nuances that are important but difficult for non-tax professionals to understand.
      Apply techniques for educating clients regarding taxation.
      Distinguish methods for simplifying and communicating complicated tax concepts.

      Instructor:
      Dr. Christopher J. Harper, CPA, MBA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • Accounting as a foreign language
      • Commonly misunderstood concepts
      • Communicating tax matters
      • Client-practitioner interactions
      • Interacting with tax authorities
      11/20/2025

      Running or advising a small business? The KPI Bootcamp can help you rapidly identify and implement the right KPIs to achieve your or your client's goals. Delivered by Bernie Smith, KPI specialist and seasoned entrepreneur, this course will guide you through selecting a powerful set of measures tailored to your business. The structured approach helps you refine your objectives and choose KPIs that drive growth and profitability.
      The program includes access to over 400 pre-defined KPIs, each with a clear, jargon-free definition, business benefits, real-world examples, and practical implementation tips.


      Speakers:
      Bernie Smith
      11/20/2025

      Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich.  Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively.  This session will cover a wide variety of day-to-day cash management tools.  


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/20/2025

      Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/20/2025

      By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.

      If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/20/2025

      Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience. 


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/20/2025

      Most productivity planners could have been made in 1975. However, we have learned more about the brain in the last 5 years than in the last 500!  If productivity involves filtering out distractions, focusing, and executing on what is most important, shouldn’t there be a brain-based approach that incorporates the new science to help your organization fight distractions and find time? 

      Yes, there should be, and now there is! 

      It is time for a new productivity for the new world. In this course, you will learn science-based whole brain approach to help people across your organization boost focus, energy, and motivation toward what matters most so they can increase their opportunity to achieve your organizations most important goals.


      Speakers:
      Christine Wilson, LPC
      11/21/2025

      You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.  


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/21/2025

      Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/21/2025

      On May 28, 2014, the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing and uncertainty of revenue from contracts with customers. The new guidance provides several benefits to financial statement users.  

      This is one in a series of courses that outline the updated revenue recognition standard.


      Speakers:
      Lynn Fountain
      11/21/2025
      For CFOs and Controllers, the emergence of regulatory, fiscal, and monetary policy directly impacting their organizations’ costs, competitiveness, and financing options, are causing them to understand the effect of shocks well outside of their control. The Dodd-Frank Act, health care reform, shortfalls in Social Security, unfunded pension liabilities, and deficit spending will all be explored relative to their impact on the CFO/Controller and your organization.

      Objectives:
      • Analyze the impact on an organization of current economic trends to include employment, deficits, unfunded liabilities, municipal debt, and interest rates
      • Analyze the impact of the Dodd-Frank Bill on banking relationship and financial needs of the organization
      • Review the impact of the Health Reform legislation
      • Determine the safety and soundness of the financial plans for your organization in an uncertain economic climate
      • Manage cash in a rapidly changing economic landscape
      • Determine the impact on an organization of an aging U. S. population and succession planning
      • Evaluate the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning
      • Evaluate programs with Social Security funding as it relates to providing retirement plans for employees
      • Determine the safety and soundness of credit and collections processes and selection of customers in an uncertain environment
      • Identify factors influencing the debt and equity mix to manage growth and risk
      • Influence growth through acquisition of distressed organizations
      • Pinpoint the economic way ahead for 2017 and beyond

      Presenters:
      Frank Ryan, CPA

      Field of Study:
      Accounting (8)

      Major Topics:
      • 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
      11/21/2025
      This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

      Objectives:
      • Understand the major issues on which taxpayers and the IRS are in conflict
      • Understand recent IRS guidance and legislation impacting pass-through entities

      Presenters:
      Bob Lickwar, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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, §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 §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 §1031
      11/21/2025
      Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.

      Objectives:
      • Distinguish an employee from an independent contractor and understand the relief available to employers who misclassify employees
      • Understand what is needed to complete Forms W-2, 1099-MISC, 1099-R, and SS-8
      • Understand the gig economy and the payroll tax responsibilities associated with it


      Presenters:
      Debbie Phillips, M.S.T., CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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 §530 relief
      • Penalties -- Who is a responsible person?
      • Expenses and gross-up calculations
      • Pension issues and payroll taxes including SIMPLE plans, and §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
      11/21/2025
      With all the planning, procedures, and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records, and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of six real-world frauds which seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!

      Objectives:
      • Identify common frauds occurring in federal awards today
      • Avoid losing sight of the potential for fraud occurring in single audits
      • Protect governments and nonprofits from fraud

      Presenters:
      Charlie Blanton, CPA

      Field of Study:
      Auditing (Governmental) (4)

      Major Topics:
      • 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
      11/21/2025
      The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Identify the recently revised SSTS guidelines for all tax practitionersApply new standards surrounding the AICPA Statements on Standards for Tax Services

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Regulatory Ethics

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/21/2025
      This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Compare S Corporations to other entity structures to assess suitability.
      Prepare Form 2553 and explain relief options for late filings under Rev. Proc. 2022-19.
      Distinguish between Rev. Proc. 2022-19 and Rev. Proc. 2023-3.
      Analyze I.R.C. 1361 and 1362 in the context of S Corporation elections and compliance.
      Identify and address S Corporation eligibility errors and implement corrective measures.
      Apply corporate governance procedures and corporate formalities.
      Assess shareholder stock and debt basis rules and implications.
      Recall critical aspects of Form 1120S, including built-in capital gains and accountable plans.
      Recall the preparation and reporting requirements for Schedules K-1, K-2, and K-3.
      Recall officer reasonable compensation requirements, including advisory strategies and audit defenses.

      Instructor:
      Mary Jane Hourani, MM, EA, NTPI Fellow

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      • I.R.C. §1361 and §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
      11/21/2025
      Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Identify the authority and regulations of the IRS.
      Develop a plan of action to prepare for an audit.
      Recognize questionable tax strategies by owners.
      Develop a plan for unpaid taxes.
      Recognize possible criminal tax violations.

      Instructor:
      Robert Nordlander, CPA, CFE

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:
      • 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.
      11/21/2025
      This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of this course, we will also walk through real world examples of individuals and companies faced with these dilemmas.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending the presentation you will be able to...
      Define integrity and objectivity as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.
      Have the ability to identify situations where the CPA may be susceptible to subordinating his/her judgment to a client or employer.

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Regulatory Ethics

      Major Topics:

      The major topics covered in this class include:

      • AICPA Code of Conduct: Integrity and Objectivity
      • Case Study: Mortgage crisis of 2007-2010
      • Case Study: World Com

      11/21/2025
      Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify the different types of AI technology
      Recognize the potential of this powerful technology for CPAs

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Specialized Knowledge

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/21/2025

      Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

      Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/21/2025

      In the ever-evolving landscape of business technology, it is about having the right tools and optimizing for efficiency and cost- effectiveness. K2's Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness is designed for professionals seeking to balance functionality with financial prudence. This session delves into strategies for streamlining your technology stack without sacrificing performance. We will guide you through assessing your current tech tools, identifying redundancies, and exploring less expensive yet effective alternatives. You will learn techniques to evaluate the total cost of ownership of tech tools and make informed decisions to avoid overspending. This course is necessary for professionals seeking the most value from their technology investments.


      Speakers:
      Randolph (Randy) P. Johnston
      11/21/2025
      Starting and owning a small business has often been referred to as the “Third Pillar of Wealth,” right behind investments and owning real estate. Essentially, all businesses start off as “small businesses.” Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more.

      This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.

      Objectives:
      • Understand how to successfully start and grow a small business or advise clients who are starting a small business
      • Understand basic legal issues that need to be addressed when forming a business
      • Explore marketing and financing plans to launch and develop a business
      • Recognize ways to protect business assets and owners from different forms of liability

      Presenters:
      Jason Cornell, Esq.

      Field of Study:
      Business Management & Organization (Non-technical) (2)

      Major Topics:
      • 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
      11/21/2025
      What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.

      Objectives:
      • Describe the factors affecting the value of a business
      • Compare and contrast market value, investment value, bankruptcy value, and going concern value
      • List the key differences between technical and fundamental analysis
      • Calculate intrinsic value using discounted cash flow methods, such as the GGM and the H-Model
      • Calculate intrinsic value using free cash flow
      • Calculate the gains and losses to the buyer/seller in a merger/acquisition
      • List key discounts when valuing privately held companies

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Specialized Knowledge (2)

      Major Topics:
      • 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
      11/21/2025
      Good writing is good business. Studies show that the average business worker receives 121 emails per day. That’s a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

      Objectives:
      • Organize thoughts to create purposeful, clear, and concise writing
      • Understand how to write for your reader
      • Practice applying techniques for writing more efficient, readable, outcome-focused emails
      • Use an appropriate tone and professionalism in business communications
      • Plan for continued improvement and apply learned skills

      Presenters:
      Margaret Uhrich

      Field of Study:
      Personal Development (2)

      Major Topics:
      • 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
      11/21/2025
      This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.

      Objectives:
      • Understand the differences between a Power of Attorney, guardianship, and a will
      • Understand the factors to consider in choosing an executor
      • Understand why everyone should have a will
      • Understand why a trust can be a powerful tool in administering the estate
      • Understand how to care for a pet after death
      • Review good practices in regards to estate claims and insurance

      Presenters:
      Ciro Poppiti, Esq.

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/21/2025

      In life and in tax practice, often the best way to learn something is to profit from the mistakes of others. In tax practice, mistakes can result in tax liabilities for clients and malpractice lawsuits against the tax professional. Don’t let this happen to you.



      In this program, we attempt to learn from the mistakes of others to avoid making them ourselves. We go through a series of “horror story” case studies that are both entertaining and educational. Practicing tax is a risky, sometimes horrifying business. Take this opportunity to prepare yourself for the risks that come with practicing tax by learning from these sobering, cautionary case studies.


      Objectives:
      • Understand the types of transactions that give rise to malpractice lawsuits brought against tax advisors
      • Take steps to limit exposure to an action in malpractice brought by a tax client

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Bob Lickwar, CPA

      Field of Study:
      Taxes (2)

      Major Topics:
      • Tax practitioner “horror stories” that illustrate what tax practitioners should try to avoid at all costs
      • Avoiding malpractice lawsuits brought against tax practitioners
      11/21/2025
      Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Determine the steps needed to implement a developed system of internal controls
      Apply steps to build control measure schedules that function weekly, monthly, quarterly, and yearly, and that are designed to test and monitor the internal control structure of an organization
      Analyze developed control measures to make sure they are working properly
      Determine why there is a need to update existing controls to keep them viable as business operations change
      Identify methods that can be used to communicate policy and procedure changes to those that are affected by these changes

      Instructor:
      Karl Egnatoff, CPA.CITP

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this course include:

      • Control creation and implementation basics
      • Implementation and update procedures for an Internal Control system
      • Maintaining existing internal controls
      11/21/2025
      Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise a growing percentage or the workforce.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Educate on what is important to attract and retain millennial workers.
      Distinguish how generational viewpoints differ, and how to get them to see "eye-to-eye."
      Apply tips and techniques for mentoring and developing younger workers.

      Instructor:
      Jennifer F. Louis, CPA

      Fields of Study:
      Personnel/Human Resources

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/21/2025
      This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution.

      While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety.

      The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more.

      By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines.

      Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:

      Heighten awareness of IRS investigative priorities.
      Review criminal case files across the United States from an accounting perspective.
      Help practitioners be more mindful of their frontline role to act in the public interest and assist law enforcement to detect corruption and report financial misdeeds.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      • 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
      11/21/2025

      In a competitive economy, CPA's  and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/21/2025

      Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?


      Speakers:
      Bob Mims, CPA
      11/21/2025

      This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. This course is designed to provide an overview of the technical guidance and outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step and then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step and provide example and scenarios that should be considered to properly apply the step.


      Speakers:
      Lynn Fountain
      11/21/2025
      Fraud impacts over 80% of all organizations, costing over $10 billion annually. Do you aim to fortify your organization, or your client's, against fraud risks? This seminar will address how to instill a robust anti-fraud culture and give you the tools needed to proactively prevent, detect, and manage fraudulent activities. Prevention is vital for success. Do not wait to protect the organization

      Objectives:
      After attending this presentation, you will be able to...
      Identify key fraud indicators and red flags within organizational processes.
      Implement strategies to build a strong anti-fraud culture.
      Comprehend fraud risks and prevention techniques.
      Evaluate and improve internal controls for proactive fraud management through various tools.

      Instructor:
      Robert Berry, CPA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • Definitions and types of fraud.
      • How are frauds caught.
      • Where, how, and when to look?
        • Common red flags!
      • How to reduce your fraud risks.
      11/21/2025
      Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize why effective conflict management is vital for CPAs today
      Identify common conflict scenarios faced in CPA roles and anticipate potential challenges
      Apply integrated communication techniques from "Crucial Conversations," "Fierce Conversations," and "Leading with Questions"
      Use strategic questioning to facilitate open dialogue and achieve positive outcomes
      Develop and implement a customized conflict resolution strategy
      Draw inspiration from real-life CPA success stories

      Instructor:
      Tammy Daugherty

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/21/2025
      Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves.

      From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways.

      This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize the impact our level of self-esteem has on wellbeing in our personal and professional lives
      Recognize that we have choice to let go of unhealthy beliefs about ourselves and replace them with positive ones
      Recognize the benefits of high self-esteem
      Identify traps of low self-esteem and ways to minimize them
      Recognize the components of self-esteem and ways to enhance positive feelings toward self

      Instructor:
      Robbie Glantz

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • Self-Esteem: What is it?
      • Belief systems
      • Benefits of High Self Esteem
      • Minimizing traps of low Self Esteem
      • Components of High Self Esteem
      11/21/2025

      Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

      Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


      Speakers:
      Tracy Cooper, CPA
      11/21/2025

      Are you looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the third installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect. 

      In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.


      Speakers:
      Jon Melloy
      11/21/2025
      Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server.

      In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. 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. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify the differences and synergies between Excel's Power BI tools and the standalone Power BI tools, enabling a clear understanding of when and how to use each tool effectively in various business scenarios.
      Distinguish between the various functionalities and use cases of Power BI tools, empowering participants to select the most appropriate Power BI tool for specific data analysis and reporting needs in their professional roles.
      Recognize the impact of integrating Power BI with Excel on the efficiency and effectiveness of data processing, analysis, and visualization tasks, aiding in the development of more streamlined and powerful data analytics strategies within their organizations.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this class include:

      • 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.
      11/21/2025
      This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After completing this course, you will be able to:
      Identify the most recent FASB accounting and financial statement reporting standards.

      Instructor:
      Allison M. Henry, CPA, CGMA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this class include:

      • CECL for nonfinancial institutions.
      • Accounting for Paycheck Protection Program loans.
      • Accounting for web-hosting services.
      • Revenue recognition.
      • Leases.
      • FASB projects in progress.
      11/21/2025
      This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recall and discuss current items on the FASB agenda
      Apply practical strategies in using GAAP alternatives

      Instructor:
      Chris Harper, CPA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/21/2025

      What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?


      Speakers:
      Bob Mims, CPA
      11/21/2025

      Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.


      Speakers:
      Don Minges, MBA
      11/21/2025
      The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

      Objectives:
      • Understand the process of selling a business from finding a buyer to completing the sale
      • Understand how business brokers operate and the fees that they charge
      • Discuss the difference between selling the business and leaving the business: the transition period
      • Protect the seller’s interest in a seller-financed sale
      • Understand how estate planning and family succession of a business interact
      • Understand the use of discounts in transfers of ownership interests to family members
      • Discuss when to turn over operations while maintaining control of a family business: drawing distributions from the business for retirement and receiving a step-up in basis at death
      • Understand various structuring options for family business succession

      Presenters:
      Michael Frost, CPA

      Field of Study:
      Taxes (Technical) (4)

      Major Topics:
      • 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
      11/21/2025
      Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision.

      In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms.

      Objectives:
      • Understand what differentiates highly successful organizations from their less successful peers, according to research
      • Recognize the myths regarding organizational success
      • Implement strategies to improve corporate culture and effectiveness

      Presenters:
      Jason Cornell, Esq.

      Field of Study:
      Business Management & Organization (Non-technical) (2)

      Major Topics:
      • 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
      11/21/2025
      A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation’s ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.

      Objectives:
      • Advise owners of C corporations and those wishing to acquire C corporations of the tax consequences associated with an asset or stock acquisition

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Edward Renn, Esq.

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/21/2025
      This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Stay in compliance with ethics requirements
      Recall recent standard-setting projects and changes to the AICPA Code of Professional Conduct
      Analyze the regulatory requirements created by other state boards of accountancy, the National Association of State Boards of Accountancy, and recent regulatory initiatives
      Apply these standards in practice.

      Instructor:
      Allison M. Henry, CPA, CGMA

      Fields of Study:
      Regulatory Ethics

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/21/2025
      With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined.

      In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Distinguish the difference between a Compliance Strategy and an Integrity Strategy
      List the questions in the litmus test for your decisions and actions
      Recall ethical principles when managing through change
      Identify and give examples of how to put ethical principles into practice
      List the organizational pressures that threaten ethical change management
      Analyze case study of prizing outcomes over process
      Recall case study of poorly managed Change Agents and Networks
      Apply case study of poorly managed leadership alignment
      Assess case study of non-transparent leadership
      List the winning strategies for ethical self-regulation

      Instructor:
      Tammy Daugherty

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/21/2025
      The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it’s difficult to tell where the auditor’s responsibilities start and stop in a single audit. This course is designed to help you proceed and succeed in applying the single audit control and compliance requirements contained in the 2024 revision to the Uniform Guidance for Federal Awards. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in single auditing today.

      Objectives:
      • Obtain a thorough understanding of the auditor’s responsibilities related to internal control in a single audit
      • Skillfully apply the single audit requirements related to testing direct and material compliance requirements for major programs
      • Perform single audits that make peer reviewers happy

      Presenters:
      Charlie Blanton, CPA

      Field of Study:
      Auditing (Governmental) (4)

      Major Topics:
      • 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
      11/21/2025
      How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Answer common questions related to the fair presentation and disclosure of cryptocurrency and other digital assets
      Recognize common risks and audit techniques relevant to digital records

      Instructor:
      Jennifer F. Louis, CPA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/21/2025

      Are you  looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the second installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect.

      In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. 

      This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.


      Speakers:
      Jon Melloy
      11/21/2025

      In today’s business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization’s bottom line and your management team’s personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans - this session will help you understand the issues and get it right the first time.


      Speakers:
      Don Minges, MBA
      11/21/2025

      Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

      This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/21/2025

      We believe in fairness. When others do wrong, and their action hurts us - the natural reaction is to fight back and seek retribution. Simple human nature and we are all human. We want fairness and want to fight back, but this is one of the toughest ethical dilemmas we all face.  What should we do and what we do are not always the same. What if being nice, or specifically being a positive best version of yourself, makes you a more effective leader?   Ethical leadership is effective leadership.  That’s what Dr. Cohen, noted psychologist, transformational speaker, executive coach, and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen’s work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect.  In this webcast we will discuss Dr. Cohen’s path to this work, what the Heliotropic Effect is, and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.


      Speakers:
      Don Minges, MBA
      Bob Mims, CPA
      11/21/2025
      Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.

      Objectives:
      • Recognize the factors to consider when evaluating the reasonableness of S corporation shareholder compensation
      • Recall which fringe benefits will result in additional W-2 income for S corporation shareholders
      • Calculate the built-in gains tax and excess passive income tax
      • Identify the federal income tax implications of a PTE election at the state level

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Taxes (2)

      Major Topics:
      • Reasonable compensation
      • Fringe benefits for S corporation shareholders
      • Built-in gains tax
      • Excess passive income tax
      • Notice 2020-75: PTE elections
      11/21/2025
      As uncomfortable as some conversations are, keeping your silence won’t resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a “hard to have” talk, you can learn to benefit from the conversation.
      In the workshop, you’ll learn how to recognize when a conversation becomes critical, how to plan effectively for the conversation, and which communications strategies can help you create a win/win outcome.


      Objectives:
      • Recognize when a conversation becomes “critical”
      • Plan effectively for the difficult conversation
      • Identify steps to follow during the conversation
      • Demonstrate communication skills to master those difficult conversations and result in win/win outcomes
      • Prepare for having your critical conversation; build a script during the session using the 6-Step Model
      • Prepare an Action Plan to have a difficult conversation

      Presenters:
      Deb Brown

      Field of Study:
      Personnel/Human Resources (2)

      Major Topics:
      • 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 
      11/21/2025
      The IRS defines the “gig economy” as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing and tax practitioners must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional ideas of who is an employee and who is an independent contractor, and tax practitioners must have the knowledge to make this determination. This program addresses federal and state tax issues tax practitioners must address with clients and their own workers.

      Objectives:
      • Understand and advise clients regarding the new tax issues that have arisen as a result of the growth of the gig economy

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Karen Davis, EA, MBA, Ph.D.

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/21/2025
      Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Select the capabilities of Microsoft 365 to enhance operational efficiency.
      Determine best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for your organization's unique needs.

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • 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


      11/21/2025
      This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the impact of GASB 100 and 101 on financial reporting for governments.
      Analyze the impact of standards effective in 2024.

      Instructor:
      Melisa F. Galasso, CPA

      Fields of Study:
      Accounting (Governmental)

      Major Topics:

      The major topics that will be covered in this course include:

      • New GASB standards:
        • GASB 100, Accounting Changes and Error Corrections.
        • GASB 101, Compensated Absences.
      • Practical case studies. 
       
      11/21/2025

      Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand.


      Speakers:
      Kelly Simants, SHRM-SPC
      11/21/2025

      The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do.  Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead.   Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer.  In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/21/2025

      This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies.


      Speakers:
      Lynn Fountain
      11/21/2025

      Artificial Intelligence ("AI") can do and does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises and how to prevent them from having an adverse impact. We must be more diligent and aware of the ethical issues.  AI has severe ethical pitfalls that we should understand clearly. AI is here to stay and we must understand how to mitigate the ethical issues.     


      Speakers:
      Don Minges, MBA
      Tracy Cooper, CPA
      11/21/2025
      Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable.

      The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams.

      Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Apply Excel workflows to build efficient and accurate data reports.
      Analyze data sets to calculate key performance metrics and insights.
      Utilize Excel formatting tools to structure reports for clarity and professional presentation.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/21/2025
      As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify the basic elements in a typical supplier contract
      Recall when it is necessary to obtain a Form W-9
      Recognize company risks when working with suppliers

      Instructor:
      David Peters

      Fields of Study:
      Finance

      Major Topics:

      The major topics that will be covered in this course include:

      • Overview of supplier contracts
      • Case studies of successful and not-so-successful supplier relationships
      • Risk potentials
      11/21/2025
      A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply the latest provisions and developments, rules and regulations impacting individual taxpayers

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this class include:

      • 2025 Tax Provision Sunsets
      • Residential Energy Credit
      • Virtual currency reporting and Form 1099-DA
      • Student loans
      • Recent individual taxpayer case rulings
      11/21/2025
      Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.

      Objectives:
      • Understand how to navigate and successfully complete a simple federal estate tax return

      Presenters:
      Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/21/2025
      Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls).
      The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the Role of Habit in Character Development
      Compare the relationship of Virtue Ethics to Leadership
      Create cultures of Dignity and Respect

      Instructor:
      Robbie Glantz

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this course include:

      • Leadership Definition
      • Virtue Ethics
      • Relationship of Virtue Ethics to Leadership
      • Characteristics of the Noble Leader
      • Actions to create a culture of respect and dignity
      11/21/2025

      Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes.  By attending this session you'll learn what the eight biggest threats are to your business and uncover the three pillars of cybersecurity that you can build your firm's defense around.


      Speakers:
      Jon Melloy
      11/21/2025

      It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.


      Speakers:
      Bob Mims, CPA
      11/21/2025
      This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the different waves of AI evolution and their implications for accounting
      Evaluate strategic approaches for implementing AI within accounting organizations
      Design effective AI usage policies that align with professional standards
      Apply frameworks for integrating AI into specific accounting workflows and processes
      Create strategies for fostering productive human-AI collaboration
      Assess potential risks and ethical considerations in AI implementation
      Develop metrics for measuring AI implementation success and impact

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/21/2025

      This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist.


      Speakers:
      Lynn Fountain
      11/21/2025
      In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space.

      Does this sound familiar? If so, this webinar is for you.

      This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue.
      Recall how we define CFO and advisory services.
      Determine which of the three types of CFO/Advisory firms is right for you.
      Identify the three systems you'll need to add a CFO/Advisory service to your firm.

      Instructor:
      Adam Lean

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/22/2025

      Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids.  When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. 

      Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors.  Achieve your target profitability in the process.  


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/22/2025

      The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed.  Many organizations trying to bring people back to the office have experienced significant turnover.  Some practices have changed forever while some principles will always remain the same.  Keeping your people happy equals keeping your best people.  Learn the changes you should make now and the things you should do forever!


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/22/2025
      In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

      Objectives:
      • Understand the latest enacted tax law changes
      • Understand strategies and techniques to use in light of tax changes
      • Understand current cases and rulings affecting individuals and businesses

      Presenters:
      Bob Lickwar, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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
      11/22/2025
      This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply practical strategies based on recent developments
      Identify and recall key compliance issues
      Identify and recall significant changes in tax forms

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics covered in this class include:

      • 2021/22 legislative developments, cases and rulings impacting various business entity taxpayers
      • Detailed discussion of the partnership and S corporation Schedule K-1 changes
      • Business income, deductions and credits
      • Travel expense reporting
      • Section 199A update and business losses
      • Depreciation update: Section 179 and 168(k)
      • S Corporation and partnership update
      11/22/2025
      Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Identify key questions to ask your clients before making an S election to help them stay proactive and make the best entity choice
      Determine proactive measures you can take as an accounting professional to help your clients stay compliant with S Corp regulations
      Evaluate scenarios for cash management when reasonable compensation has not been paid, but should have been
      Recognize complications and penalties, and leverage early detection to mitigate risks of late payroll tax deposits
      Illustrate nuances related to health insurance and reasonable compensation, including vision and dental benefits, to optimize tax planning strategies

      Instructor:
      John Morse, CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/22/2025
      Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions.

      We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens.

      The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts.

      In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward.

      We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Recognize the State of Women and Leadership in the United StatesDistinguish and appreciate the relationship of ethics to leadershipIdentify internal and external barriers to leadership and have suggestions for minimizing those challenges.Act upon suggestions to create a culture of Safety and Caring

      Instructor:
      Robbie Glantz and Jennifer Sullivan

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/22/2025

      You only have one chance to make a good first impression.  In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever.  Fortunately, this is an easily learnable skill that can serve you in both business and in life.  People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.  


      Speakers:
      Jonathan Robinson, MA, MFT
      11/22/2025
      As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will provide a brief overview of digital assets. This will be followed by a discussion of the rules regarding the documentation required when claiming a charitable contribution of digital assets. This course will also cover recent IRS publications and cases discussing taxpayers whose deductions of digital assets charitable gifts was scrutinized.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize what constitutes digital assets.
      Determine the differences between cryptocurrency and NFTs.
      Identify the IRS forms needed to report digital asset contributions.
      Calculate the value of the contribution.
      Compare differences in required substantiation based on the amount of the contribution.
      Recall the latest rulings by the Treasury Department and courts on these contributions.

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/22/2025
      In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Articulate the urgency of proactive change leadership
      List and apply the seven steps of leading change, incorporating empathy mapping
      Draft a compelling case for change that integrates emotional intelligence
      Assess effective relationships and change networks
      Implement robust communication strategies that foster trust and transparency
      Develop and utilize 360-degree feedback mechanisms
      Enhance personal skills for navigating ambiguity
      Lead with clarity amidst uncertainty, using empathy and foresight

      Instructor:
      Tammy Daugherty

      Fields of Study:
      Business Management & Organization

      Major Topics:

      The major topics that will be covered in this course include:

      • The urgency of leading change now & 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
      11/22/2025
      The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Comprehend and apply ChatGPT tools for effective IRS tax law research.
      Analyze complex tax scenarios using AI-assisted techniques.
      Develop skills in crafting precise prompts for accurate data retrieval.
      Interpret and implement IRS tax regulations and guidelines.
      Identify common pitfalls in tax law research and learn strategies for avoidance.
      Evaluate the reliability and accuracy of AI-generated tax law insights.
      Foster a proactive approach towards continual learning in AI and tax law.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/22/2025

      Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich.  Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively.  This session will cover a wide variety of day-to-day cash management tools.  


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/22/2025

      By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.

      If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/22/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify key features of Copilot in Excel and their applications in data analysis.
      Distinguish between traditional Excel workflows and AI-enhanced capabilities.
      Select appropriate AI-driven tools within Excel to streamline specific tasks.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • Introduction to Copilot in Excel
      • Automating Tasks and Enhancing Productivity
      • Advanced Data Insights with Copilot
      11/22/2025
      If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify all the Outlook features you can use to process and organize your email more efficiently.
      Recall the various tools in Outlook to automate the management of your email.
      Configure your Outlook to create customized views and feature settings.

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this class include:

      • 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.
      11/22/2025

      Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

      Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


      Speakers:
      Tracy Cooper, CPA
      11/22/2025
      Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those people are on their way to prison. Learn from the lessons they offer.

      We interview both financial professionals, and they tell us more about how their decisions influenced the consequences that followed.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Identify business decisions that can lead to federal criminal charges
      Recognize how federal sentencing guidelines relate to convictions for fraud
      Spot triggers that lead to charges for white collar crime
      Recall strategies to protect against accusations against charges for white collar crime
      Estimate the aftermath of a criminal charge

      Instructor:
      Justin Paperny

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • Career choices
      • Ethical dilemmas
      • Judicial proceedings
      • Mitigation strategies
      • Creating tools to help make better decisions
      • Atonement and reconciliation
      11/22/2025

      In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career.  You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/22/2025
      Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC).

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the Gramm-Leach-Bliley Act and its requirements for data security.
      Analyze compliance requirements under Circular 230 related to WISP and data security.
      Identify AICPA Statements of Standards applicable to WISP.
      Recall the essential components of a WISP and how to draft one.
      Recognize the role of employee and contractor training in maintaining data security compliance.
      Assess how FTC regulations impact WISP implementation and enforcement.
      Evaluate due diligence practices for ensuring WISP compliance.
      Develop strategies for monitoring and updating a WISP to meet evolving standards.

      Instructor:
      Mary Jane Hourani, MM, EA, NTPI Fellow

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/22/2025

      Getting rich requires many things.  First, you need to know how to overcome previous limitations you may have had about making a lot of money.  Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies.   And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented.  By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/23/2025

      Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

      Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


      Speakers:
      Tracy Cooper, CPA
      11/24/2025

      Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/24/2025

      Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience. 


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/24/2025

      A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.”  The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract.  It does not address the standards applicable to performance audits.


      Speakers:
      J. Michael Inzina
      11/24/2025

      QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

      Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025

      In the ever-evolving landscape of business technology, it is about having the right tools and optimizing for efficiency and cost- effectiveness. K2's Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness is designed for professionals seeking to balance functionality with financial prudence. This session delves into strategies for streamlining your technology stack without sacrificing performance. We will guide you through assessing your current tech tools, identifying redundancies, and exploring less expensive yet effective alternatives. You will learn techniques to evaluate the total cost of ownership of tech tools and make informed decisions to avoid overspending. This course is necessary for professionals seeking the most value from their technology investments.


      Speakers:
      Randolph (Randy) P. Johnston
      11/24/2025
      This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

      Objectives:
      • Understand the major issues on which taxpayers and the IRS are in conflict
      • Understand recent IRS guidance and legislation impacting pass-through entities

      Presenters:
      Bob Lickwar, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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, §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 §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 §1031
      11/24/2025
      This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

      Objectives:
      • Understand the latest GAO, OMB, AICPA, GASB, and FASB developments
      • Keep accounting and auditing skills up to date with current requirements
      • Prepare for major changes on the horizon

      Presenters:
      Charlie Blanton, CPA

      Field of Study:
      Accounting (Governmental) (4), Auditing (Governmental) (4)

      Major Topics:
      • 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 nonprofits (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)
      11/24/2025
      One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

      Objectives:
      • Understand the CPA’s role in the beginning of the transaction and throughout the process
      • Identify the different tax consequences for various forms of acquired businesses
      • Identify the tax consequences for sellers of various forms of businesses, including the impact of the net investment income tax (NIIT) and the §199A pass-through deduction
      • Appreciate §338 and §338(h)(10) elections and the benefits of installment sales
      • Understand the impact of §§751, 743, 734, and 754 on the purchase or sale of a partnership

      Presenters:
      Michael Frost, CPA

      Field of Study:
      Taxes (4)

      Major Topics:
      • 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 – §338 and §338(h)(10)
      • The impact of the §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 §199A pass-through deduction on the tax due on the sale of a pass-through entity
      • Individually owned goodwill
      11/24/2025
      Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

      Objectives:
      • Identify who is entitled to retirement benefits and in what amounts
      • Identify factors to consider in determining when to take benefits
      • Discuss taxation of Social Security benefits and how this impacts other income tax planning
      • Identify and describe the potential effects of retirement and estate planning strategies and tactics that can enhance overall retirement
      • Explain Medicare and the prescription drug provision; describe the basic supplementary insurance plans that are available to fill in the gaps in basic Medicare coverage

      Presenters:
      Michael Frost, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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
      11/24/2025
      The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will explore all these issues and many more. Through real-world examples and discussion, this course will delve into exceptions to rental status, qualifications for material participation, and requirements for active status. Additionally, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture.

      Objectives:
      • Understand exceptions to rental status
      • Identify the different types of depreciation recapture that apply to rental properties
      • Recognize tax planning opportunities for personal and vacation properties
      • Identify how the Section 1237 safe harbor may be used to avoid ordinary income tax treatment on divided land parcel sales

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Taxes (4)

      Major Topics:
      • Rental activities and passive activities
      • Material participation
      • Real estate professional status
      • Active participation status
      • Depreciation 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
      11/24/2025
      This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. This course covers the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.

      Objectives:
      • Be familiar with the practical issues surrounding Section 754 and its application
      • Effectively advise clients on these complex issues

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Lance Weiss, CPA, CVA

      Field of Study:
      Taxes (4)

      Major Topics:
      • 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?
      11/24/2025
      This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office!

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Analyze fundamental managerial accounting concepts that may not be part of your daily routine
      Apply managerial accounting techniques to actual business circumstances

      Instructor:
      Chris Harper, CPA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this class include:

      • Target profit analysis
      • Break-even analysis
      • Relevant costs and decision-making
      • Standard costs and variances
      • Activity-based costing
      • Segment reporting and analysis
      11/24/2025
      We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common deficiencies found in Single Audits.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the impact of GASB 100 and 101 on financial reporting for governments.
      Recall the impact of standards effective in 2024.
      Identify changes to single audits as a result of the 2024 Compliance Supplement.
      Recall common deficiencies found related to Single Audits.
      Recognize changes to the Uniform Guidance.

      Instructor:
      Melisa F. Galasso, CPA

      Fields of Study:
      Accounting (Governmental)
      Auditing (Governmental)

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/24/2025
      Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Understand the many keyboard shortcuts that are available to save time and effort
      Use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
      Design custom number and date formats to meet their specific needs
      Add security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security features
      Understand formula building conventions such as order of operation
      Troubleshoot formulas that are not working properly
      Work with functions in the function library to create powerful formulas

      Instructor:
      Karl Egnatoff, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics covered in this course include:
      • 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.

      11/24/2025
      Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making.

      Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike.

      Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to ...
      Identify the key components and functionalities of the PowerBI.com interface, enabling efficient navigation and utilization for data analysis tasks.
      Recognize the capabilities of the Q&A feature in PowerBI.com, so you can leverage it for generating quick insights from data using natural language queries.
      Select the appropriate data sharing and collaboration methods within PowerBI.com for your situation.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this class include:

      • 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.
      11/24/2025
      Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through exclusions of payments received as compensation for wildfire damages - retroactive to 2014! This course will review the provisions of this new act.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for casualty losses and casualty gainsIdentify and recall key compliance issuesIdentify and recall significant issues in the casualty loss tax form

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/24/2025
      In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Articulate the urgency of proactive change leadership
      List and apply the seven steps of leading change, incorporating empathy mapping
      Draft a compelling case for change that integrates emotional intelligence
      Assess effective relationships and change networks
      Implement robust communication strategies that foster trust and transparency
      Develop and utilize 360-degree feedback mechanisms
      Enhance personal skills for navigating ambiguity
      Lead with clarity amidst uncertainty, using empathy and foresight

      Instructor:
      Tammy Daugherty

      Fields of Study:
      Business Management & Organization

      Major Topics:

      The major topics that will be covered in this course include:

      • The urgency of leading change now & 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
      11/24/2025

      As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business.

      From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish.


      Speakers:
      Amy Gomez, SPHR, SHRM-SCP
      11/24/2025

      This comprehensive 8-hour course explores the pervasive issue of fraud in State and Local governments. Our panel of experts from inside and outside government will provide participants with the tools and knowledge necessary to identify, prevent, and respond to fraudulent activities in State and local governments.

      The course begins by examining the types of fraud commonly encountered in governmental settings, including financial fraud, procurement fraud, and abuse of power. With our experienced panelists, participants will delve into real-world case studies to understand the tactics used by fraudsters and the impact on public trust, resources, and governance. Special emphasis will be placed on understanding regulatory frameworks and compliance measures designed to mitigate fraud risks.

       

       


      Speakers:
      Frank Crawford, CPA
      Mr. Dennis F. Dycus, CFE, CPA, CGFM
      David L. Cotton, CPA, CFE, CGFM
      Daniel Porter
      Cindy Byrd
      11/24/2025

      Fraud continues to plague businesses at epidemic levels, and technology control failures are a big reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

      A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be better positioned to reduce fraud risk.

       


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025

      Creating a culture of safety in a workplace requires attention in many different areas.  We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone. 


      Speakers:
      Andy Sexton
      Chad Ayers
      11/24/2025

      Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.

      For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025
      Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction.

      Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This course looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.

      Objectives:
      • Formulate a plan to implement a successful work from home program
      • Understand how other organizations successfully utilize remote work
      • Be familiar with research and related studies identifying challenges and benefits of working remotely

      Presenters:
      Jason Cornell, Esq.

      Field of Study:
      Personnel/Human Resources (2)

      Major Topics:
      • 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
      11/24/2025
      Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being.

      Robbie offers findings on strategies that work to improve DEI efforts based on best practices and interviews with experts in the field. Please note that for those of you who have taken courses from Robbie there will be some duplication and much new content. This session is designed for people who wish for a more fair and just world and workplace.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Explore ethical values and principles related to diversity, equity and inclusion
      Raise awareness of systematic injustices in the workplace
      Provoke curiosity and reflection about self with regard to unconscious bias, assumptions, and microaggression
      Learn some ways to intervene when witnessing unethical practices and behaviors
      Offer examples of successful initiatives of DEI

      Instructor:
      Robbie Glantz and Jennifer Sullivan

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • Overview of ethics
      • Ethical values and principles
      • DEI working definitions
      • Unconscious bias, assumptions, microaggressions
      • Standing Up and Speaking Out
      • DEI and Organizational Responsibility

      11/24/2025

      The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively.  This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods.  This program starts fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features.  Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.  

       


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025
      If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify all the ways you can use Adobe Acrobat to create, edit and manage PDF files
      Distinguish between the various features of Adobe and when to use them
      Recognize the opportunity to use Adobe to create fillable forms and process documents for e-signature

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this class include:

      • 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

       

      11/24/2025
      Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Distinguish the newest tax developments and changes to the Internal Revenue Code
      Select effective and efficient techniques for implementing new standards

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/24/2025
      This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify the stages of the IRS collection process.
      Analyze differences between IRS employee designations and their authorities.
      Explore strategies to avoid or stop collection actions.
      Determine individuals who may represent taxpayers at the various stages of the collection process.
      Recall the Taxpayer Bill of Rights.

      Instructor:
      Mary Jane Hourani, MM, EA, NTPI Fellow

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/24/2025
      This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply practical strategies based on recent developments
      Identify and recall key compliance issues
      Identify and recall significant changes in tax forms

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics covered in this class include:

      • 2021/22 legislative developments, cases and rulings impacting various business entity taxpayers
      • Detailed discussion of the partnership and S corporation Schedule K-1 changes
      • Business income, deductions and credits
      • Travel expense reporting
      • Section 199A update and business losses
      • Depreciation update: Section 179 and 168(k)
      • S Corporation and partnership update
      11/24/2025

      Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. 

      Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025
      This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Indicate ChatGPT to enhance financial modeling techniques.
      Analyze financial ratios using advanced methods for better comparison.
      Distinguish various financial risks through detailed scenario analysis.
      Apply ChatGPT in advanced valuation techniques.
      Distinguish sophisticated performance metrics for operational insights.
      Apply AI for effective data analysis and interpretation in finance.
      Use in-depth investment analysis using AI-enhanced tools.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/24/2025

      Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

      Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


      Speakers:
      Tracy Cooper, CPA
      11/24/2025

      Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use “brute force,” inefficient means when working with these three components of Microsoft Office. If that describes you, ensure you carve time out of your schedule to participate in this fourhour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.

       


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025

      While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.


      Speakers:
      Brian F. Tankersley, CPA.CITP, CGMA
      11/24/2025

      Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

      A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

       


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025

      Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive.


      Speakers:
      Andy Sexton
      Chad Ayers
      Sarah Pregel, Ed.S, M.Ed, LPC
      11/24/2025

      Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/24/2025

      Automation and standardization are two of the keys to productivity, but most people who are not programmers are unsure where to start. Microsoft’s Power Platform is a comprehensive platform for creating automated workflows, integrations, and data-driven reports. Components include Power BI, Power Apps, Power Automate, Power Pages, and Power Virtual Agents. Attend this session to learn about this platform and how everyone can use its low-code, no-code environment to solve process challenges.


      Speakers:
      Brian F. Tankersley, CPA.CITP, CGMA
      11/24/2025
      We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the various ways that data can be misleading.
      Recognize that data interpretation is affected by many factors.
      Identify how these factors can lead to pitfalls in interpretation.
      Overcome data interpretation pitfalls.

      Instructor:
      Keely Gohl, CPA, CGMA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • Ways in which data and information can be misleading
      • Common pitfalls when encountering data
      • How to re-evaluate the data to avoid those pitfalls
      11/24/2025

      Award winning discussion leader, former state accountancy board chair, and lifelong tax practitioner Mark Hugh will review ethics for tax professionals: the AICPA Code of Professional Conduct and interpretations; the Statements on Standards for Tax Services; tax preparer standards in the Internal Revenue Code; the rules for practice with and before the IRS, including IRS Circular 230; new developments; and discuss examples of best practices and case studies.


      Speakers:
      Mark Hugh, CPA
      11/24/2025
      How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA.

      Even if you believe you're already a deeply grateful person, you'll still learn some new strategies for expressing gratitude effectively. Forbes Contributor Bruce Weinstein, The Ethics Guy, will show you how to use LinkedIn in a novel way to say "thank you." You'll also find better and worse ways of letting clients, team members, family members and friends know that you care about them.

      You'll understand why gratitude is a matter of ethics and not merely etiquette.

      Finally, you'll discover how to use questions about gratitude in job interviews and performance reviews. Why not hire and promote people who are not only knowledgeable and skilled but also grateful?

      You will be thankful for having taken this valuable webinar!

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to:
      Identify ways to evaluate gratitude in job applicants and current employees so that your team is made up of people who are knowledgeable, skilled, and grateful-a winning trifecta!
      Recognize how gratitude varies in different cultures

      Instructor:
      Bruce Weinstein

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
      11/24/2025
      The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions.

      Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships, and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition of employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles, including the current state of play regarding the usefulness and enforceability of agreements going forward. Whether you advise individual clients or work for an employer, this course provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.

      Objectives:
      • Understand the issues that arise when an employer seeks to enforce a non-compete or when an employee challenges the validity of a non-compete agreement
      • Understand how non-compete laws vary significantly by state
      • Be aware of common issues that arise when drafting and litigating non-compete agreements

      Presenters:
      Jason Cornell, Esq.

      Field of Study:
      Business Law (2)

      Major Topics:
      • 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
      11/24/2025
      Getting ready for busy season involves not only knowing the tax rules for 2025, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2025 tax returns. This course provides tax return preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2025 and IRS filing issues and deadlines as they relate to 2025.

      Objectives:
      • Understand new tax developments and the impact they have on the 2025 tax forms
      • Note changes in 2025 tax forms from the 2024 versions of the same forms

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Karen Davis, EA, MBA, Ph.D.

      Field of Study:
      Taxes (2)

      Major Topics:
      • Major 2025 tax form changes as they relate to individual taxpayers
      • Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms
      11/24/2025
      This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed.

      Listen and learn from Brenda's experience.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize how poor judgment on the job can lead to a prison term
      Recall how government investigations begin
      Recognize that illegal behavior by one group does not justify illegal behavior by another group
      Indicate how loss amounts influence sentence lengths
      Recall the aftermath of a criminal charge

      Instructor:
      Justin Paperny

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • Career choices
      • Ethical dilemmas
      • Judicial proceedings
      • Mitigation strategies
      • Creating tools to help make better decisions
      • Atonement and reconciliation
      11/24/2025
      This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize what business owners are looking for in a CFO/business advisor.
      Identify the steps required to start and offer a CFO service to business clients.
      Recall a proven 6-step system to conduct a CFO service that gets results.
      Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.

      Instructor:
      Adam Lean

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/24/2025
      Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators."

      This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the Role of IRS Criminal Investigation (CI)
      Assess the Historical Development of IRS CI
      Identify Key Investigative Techniques and Tools
      Recognize the Importance of IRS CI's Work
      Assess the Training and Development of CI Agents
      Recognize the Process of Tax Fraud and Money Laundering Investigations

      Instructor:
      Robert Nordlander, CPA, CFE

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/24/2025
      In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company’s first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.

      Objectives:
      • Gain key skills needed to manage effectively

      Presenters:
      Marian Vallotton

      Field of Study:
      Personnel/Human Resources (4)

      Major Topics:
      • 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
      11/24/2025
      Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize the ethical implications and risks associated with the use of generative AI
      Identify specific methods you can put into practice to ensure the ethical and safe use of AI

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this course include:

      • Understanding ethical implications of AI
      • Data privacy and security considerations
      • Compliance with regulations and professional standards
      • Developing ethical AI policies and procedures
      11/24/2025
      Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      State the relationship between sustainable growth, core earnings, and company cash flow
      Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients.
      Identify common behavioral biases which influence how a company spends money
      List behavioral biases that prevent companies from being streamlined
      State techniques that may be used to make cost cutting a part of the company's culture and business strategy
      Identify techniques that may be used to discern whether or not additional headcount is necessary
      Recognize vertical and horizontal financial statement analysis
      List contracting and negotiation techniques
      Recognize the business cycle and how cash flow management changes during each stage

      Instructor:
      David Peters

      Fields of Study:
      Management Services

      Major Topics:

      The major topics that will be covered in this class include:

      • 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
      11/24/2025

      This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment.


      Speakers:
      Amy Gomez, SPHR, SHRM-SCP
      11/24/2025

      This comprehensive 8-hour course explores the pervasive issue of fraud in State and Local governments. Our panel of experts from inside and outside government will provide participants with the tools and knowledge necessary to identify, prevent, and respond to fraudulent activities in State and local governments.

      The course begins by examining the types of fraud commonly encountered in governmental settings, including financial fraud, procurement fraud, and abuse of power. With our experienced panelists, participants will delve into real-world case studies to understand the tactics used by fraudsters and the impact on public trust, resources, and governance. Special emphasis will be placed on understanding regulatory frameworks and compliance measures designed to mitigate fraud risks.

       

       


      Speakers:
      Frank Crawford, CPA
      Mr. Dennis F. Dycus, CFE, CPA, CGFM
      David L. Cotton, CPA, CFE, CGFM
      Daniel Porter
      Cindy Byrd
      11/24/2025

      ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims.  

      *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****


      Speakers:
      Andy Sexton
      Chad Ayers
      11/24/2025
      Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis of partnership assets. We will then examine those tricky look-through provisions on the sale of a partnership interest in order to properly calculate the tax implications.

      Objectives:
      • Identify when a pass-through entity is able to deduct state taxes it pays at the entity level
      • Recognize the tax implications of hot assets in the sale of a partnership interest
      • State the character of a gain on the sale of a partnership interest

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/24/2025
      Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify new requirements related to audit reporting and required by-product communications
      Recall core concepts fundamental to obtaining sufficient and appropriate audit evidence in compliance with recently-issued auditing standards
      Recognize recent clarifications and enhancements made to improve the quality of the risk-based audit process
      Recall significant new requirements through SAS 149

      Instructor:
      Jennifer F. Louis, CPA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • 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 

      11/24/2025
      Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify characteristics of the gig economy and its participants
      Distinguish unique circumstances encountered by gig economy participants
      Analyze implications of independent contractor considerations
      Identify recordkeeping, reporting and attestation issues for independent contractors
      Recognize unique regulatory compliance and external reporting considerations
      Identify best practices for CPAs who serve independent contractor clientele

      Instructor:
      Dr. Christopher J. Harper, CPA, MBA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/24/2025
      This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Apply array formulas and functions in Excel to solve complex data analysis problems, enhancing the efficiency and accuracy of calculations.
      Differentiate between regular and array formulas, and determine when to use each for optimal data management and processing in various scenarios.
      Analyze and select the most appropriate array functions and constants for specific tasks, improving the effectiveness of data manipulation and presentation in Excel

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/24/2025

      The Corporate Transparency Act now requires many entities to file BOI reports with information about their owners. The due date for most initial reports is January 1, 2025, which is quickly approaching. Depending on the entity structure selected and whether the entity falls within one of 23 exceptions, an entity may be considered a reporting company and an individual may be considered a beneficial owner. The broad language of the statute and regulations has potential for surprise results. This course provides a guide for the new filing requirements, and examines the impact of choice of entity on BOI reports.

      **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
       

       


      Speakers:
      Matthew S. Beard, JD, LLM
      11/24/2025
      As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

      Objectives:
      • Determine what options a given client has with respect to initiating Social Security payments
      • Identify other factors that could affect a claiming age decision
      • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
      • Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse

      Presenters:
      Heather Schreiber, RICP®

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/24/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the fraud triangle and identify common profiles of fraud perpetrators
      Identify types of controls
      Apply specific controls to transaction types to prevent and deter fraud

      Instructor:
      Keely Gohl, CPA, CGMA

      Fields of Study:
      Auditing
      Accounting

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/24/2025
      The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Identify the impact of ASUs that are effective in 2024 on financial reporting
      Recognize the impact of the lease modification on financial reporting
      Identify FASB ASUs that will be effective after 2024

      Instructor:
      Melisa F. Galasso, CPA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this course include:

      • Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits.
      • 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.
      11/24/2025

      This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.


      Speakers:
      Amy Gomez, SPHR, SHRM-SCP
      11/24/2025

      In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues.


      Speakers:
      Andy Sexton
      Chad Ayers
      11/24/2025
      U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling.
      We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the CTA's reporting requirements for certain businesses.
      Identify how the business will file its reporting requirements with FinCEN relating to the beneficial owners
      Identify who must file a report and what information must be provided
      Recall the necessary information needed for each Reporting Company.
      Identify which individuals must be included in the report.
      Recognize which entities are excepted from filing.
      Recall what penalties are imposed for not reporting on a timely basis
      Formulate a plan for reporting post-NSB.
      Compare the potential implications of FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      11/24/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the essential privacy, security, and compliance considerations when working with Generative AI technologies.
      Identify best practices for secure data sharing with GPT models.
      Evaluate the do's and don'ts of AI policy implementation to ensure regulatory adherence.
      Analyze AI copyright compliance and its implications for your organization.
      Assess the increasing threat of deepfakes and their potential impact on fraud and misinformation.
      Apply ethical AI practices to uphold data ethics and safeguard sensitive information.
      Design strategies to mitigate risks associated with AI deployment in professional environments.
      Implement robust security measures to protect data integrity and confidentiality.
      Create comprehensive AI policies that align with industry standards and legal requirements.
      Monitor ongoing AI activities to ensure continuous compliance and ethical usage.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/25/2025

      You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.  


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/25/2025

      Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/25/2025

      Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

      Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/25/2025
      In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including net assets, contributions, and functional expense reporting. The course materials utilize a highly illustrative and innovative format, including 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.

      Objectives:
      • Obtain a working knowledge of the not-for-profit financial reporting requirements
      • Skillfully prepare a not-for-profit’s financial statements with superior knowledge of accounting and reporting requirements
      • Effectively apply today’s core not-for-profit accounting requirements

      Presenters:
      Charlie Blanton, CPA

      Field of Study:
      Accounting (Governmental) (8)

      Major Topics:
      • Key requirements, options, and disclosures related to each of the basic financial statements
      • The 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
      11/25/2025
      This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.

      Objectives:
      • Be aware of fiduciary accounting principles
      • Calculate Distributable Net Income and the income distribution deduction
      • Prepare Form 1041 and Schedule K-1

      Presenters:
      Michael Frost, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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
      11/25/2025
      In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

      Objectives:
      • Understand the latest enacted tax law changes
      • Understand strategies and techniques to use in light of tax changes
      • Understand current cases and rulings affecting individuals and businesses

      Presenters:
      Bob Lickwar, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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
      11/25/2025
      Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of “practice tips for new reviewers” and is updated for impacts of newly enacted legislation.

      Objectives:
      • Expand the process involved in reviewing applicable tax returns
      • Identify the most common areas that result in errors
      • Document a review, including consideration of risk management

      Presenters:
      Sue Smith, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • Reviews of portions of error-prone “staff-prepared” Forms 1120-S and 1065 from client-provided information
      • Be aware of legislative changes
      • How to reduce input errors. When and how to rely on third-party data import software
      • What are common errors preparers make and what are the areas generating malpractice claims?
      • Initial administrative groundwork
      • The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review
      • Overview of new Schedules K-2 and K-3
      • Don’t fall prey to reporting oddities
      • When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065?
      • Form 1120-S – What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding “open debt”; the default method of calculating basis versus the election under §1367; can an S corporation distribute earnings and profits from C corporation years?
      • Form 1065 – New tax reporting requirement for partners’ capital balances
      • Why use §704(b) to maintain capital accounts; §704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of §754 step-up in basis rules
      • Discussion of more complex transactions included in corporate structures
      • Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return
      11/25/2025
      Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize the potential to leverage all the Microsoft 365 apps
      Identify which app(s) to utilize for specific business processes
      Select the proper sequence for deploying the Microsoft 365 apps for your organization

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/25/2025
      Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters' nefarious efforts. We examine broad ethical considerations and specific provisions of the AICPA Code of Professional Conduct. Along the way, we consider dramatic details of several fraud cases to illustrate practical applications that accountants can apply in their professional endeavors.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall relevant provisions of the AICPA Code of Professional Conduct
      Understand factors that allowed selected frauds to occur.
      Recognize controls that may have prevented or mitigated selected frauds.
      Consider application of these lessons to circumstances you encounter in your professional endeavors
      Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.

      Instructor:
      Dr. Christopher J. Harper, CPA, MBA

      Fields of Study:
      Regulatory Ethics
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/25/2025
      This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Identify common profitability key factors
      Recognize common "management" financial statements
      Analyze common internal controls utilized by non-public businesses

      Instructor:
      Walter J. Haig

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this class include:

      • 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
      11/25/2025
      This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply the passive activity and flow-through entity rules for "self-rental property" and show how these situations should be reported on various tax forms

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this class include:

      • 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
      11/25/2025
      The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall recent court cases on substantive partnership tax issues.
      Analyze new IRS initiatives for passthrough taxpayers.
      Recognize the current state of conservation easement syndicate partnerships.

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.

         

      11/25/2025
      Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a "must attend" course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We will cover everything from how to effectively design your teams and channels configuration. How to utilize all the Teams features for posting conversations and working with your Office documents, PDF files and more. You will leave this course with the skills to master all the features of Teams!


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize the full potential of the Microsoft Teams app and how to use it for maximum benefit
      Identify how to use all the specific features of the Microsoft Teams app

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      • And more
      11/25/2025

      This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. 


      Speakers:
      J. Michael Inzina
      11/25/2025

      There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

      In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do.  We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/25/2025

      This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling.  From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies.   This course stands on its own but is part two of a four part budget mastery series.


      Speakers:
      Bob Mims, CPA
      11/25/2025

      Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. 

      HR Professionals walk a tight rope of being strong, but not aggressive, polite, but not a push over. It is exhausting!

      In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch.
       


      Speakers:
      Summer Jelinek
      11/25/2025

      Office Scripts is a new feature that allows you to automate tasks in Excel and other Office applications. Unlike VBA, a legacy language that runs only on Windows, Office Scripts can run on any platform and device that supports Office on the web. Further, Office Scripts has a modern and intuitive interface that lets you easily create, edit, and share your scripts. Office Scripts are stored in the Cloud, and they work with Office Online apps and integrate with Power Automate for process automation. Save time and improve productivity using Office Scripts in Excel and other Office applications.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/25/2025
      This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients’ first contact is with their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege.

      This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients’ descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection. With new and updated information and tactics, professionals can learn best practices to engage clients and their children.

      Objectives:
      • Understand the importance of financially capable children
      • Be familiar with the basic elements of financial education
      • Deal with the most common questions and answers
      • Recognize how to build a stronger relationship with clients

      Presenters:
      Clint Greenleaf

      Field of Study:
      Specialized Knowledge - Technical (2)

      Major Topics:
      • 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
      • Discussion of specific topics, including tips and tricks related to:
        • Allowances
        • Earning, work, and entrepreneurship
        • Spending, saving, and investing
        • Philanthropy
        • Taxes
        • Credit cards, crypto, and financial fraud
      11/25/2025
      Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing the steps in the tax research process.

      Objectives:
      • Describe the different levels of authority in tax law
      • Differentiate between the different types of administrative authority in tax law
      • Identify the different courts that hear cases involving tax law
      • Illustrate the organization of the Internal Revenue Code, the Treasury Regulations, and Revenue Rulings
      • Identify the circumstances when a client may want to consider requesting a private letter ruling
      • Differentiate between primary and secondary pieces of authority
      • Illustrate the steps to the tax research process and the parts of a tax research memorandum

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/25/2025
      This program covers three topics: the Department of Labor’s changes in overtime rules, the Federal Trade Commission’s ban on most non-compete agreements, and the Department of Labor’s new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.

      Objectives:
      • Understand the latest in workplace regulations for both you and your clients
      • Effectively advise clients regarding the new workplace regulations

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Louis Federici

      Field of Study:
      Business Law (2)

      Major Topics:
      • 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
      11/25/2025
      This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize the role and responsibilities of TIGTA in the US tax system
      Identify the ways in which TIGTA conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the tax system
      Identify the impact of TIGTA's work on the tax system and accounting profession
      Analyze the importance of trust and confidence in the tax system
      Evaluate the effectiveness of TIGTA's efforts to improve the efficiency and effectiveness of the IRS
      Analyze the role of TIGTA in identifying opportunities to improve the administration of tax laws

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Regulatory Ethics

      Major Topics:

      Major topics covered in this course include:

      • 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
      11/25/2025

      Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

      This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/25/2025
      Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to ...
      Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications.
      Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts.
      Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this class include:

      • 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.
      11/25/2025

      The Art of Accountability is a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in todays fast-paced work environment. 


      Speakers:
      Summer Jelinek
      11/25/2025

      The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.


      Speakers:
      Connie Clark
      11/25/2025

      Small businesses have better options now than ever before in the market of accounting solutions. Participate in this session to learn more about these options and which might be best for you or your clients.


      Speakers:
      Randolph (Randy) P. Johnston
      11/25/2025

      Perhaps the most important element of the budget process is its communication.  If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.  This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.


      Speakers:
      Bob Mims, CPA
      11/25/2025
      Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter!

      This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to:
      Promote individual compassion, accountability and respect in the workplace
      Enhance dignity of self and others

      Instructor:
      Robbie Glantz

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this class include:

      • Ethical Values and Principles
      • Compassion
      • Managing Expectations
      • Respect and Humility
      • Attribution Theory

      11/25/2025
      Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall reasons to create controls such as to reduce errors, thwart fraud or enhance efficiency
      Distinguish between proactively and reactively created measures
      Identify control type segments such as administrative or operation level measures

      Instructor:
      Karl Egnatoff, CPA.CITP

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this course include:
      • Control design basics
      • Areas or segments of an enterprise to control
      • Controls to reduce risk
      • Controls to drive operations
      11/25/2025
      How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it?

      This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way.

      A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well.

      You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Apply criticism in the right way for the right reasons
      Choose to accept criticism when it's called for
      Apologize with ethical intelligence
      Accept apologies that are offered sincerely
      Distinguish why it is in your own interest to give and take both criticism and apologies

      Instructor:
      Bruce Weinstein

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/25/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Distinguish the three stages of money laundering
      Recall possible money laundering techniques
      Identify the possible money laundering statute

      Instructor:
      Robert Nordlander, CPA, CFE

      Fields of Study:
      Specialized Knowledge

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/25/2025

      With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent. 


      Speakers:
      Kelly Simants, SHRM-SPC
      11/25/2025

      Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment.  While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy.  Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert.  We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents.  If you want to enhance your leadership skills, this seminar is for you. 


      Speakers:
      Don Minges, MBA
      11/25/2025

      Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. In this course, you will learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure PDF documents to their fullest.

      The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session where you will learn the top features necessary to optimize your work with PDF documents.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/25/2025

      We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships.  In this seminar, you will learn the most effective methods for creating the life you really want.  In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not.  In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career.  Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level. 


      Speakers:
      Jonathan Robinson, MA, MFT
      11/25/2025

      Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management.

      Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of a Paperless Office.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/25/2025

      You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you.  This is a great and fun course on its own, but is also part three of a four part series on budget mastery.


      Speakers:
      Bob Mims, CPA
      11/25/2025

      Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself
      consistently taking care of everyone else with no time left to take care of you?

      In this session, we dive into controlling your chaos and managing your energy. Make no mistake, this isn't your father's time management class. It’s an energy management class developed on behalf of and with tired, frustrated, and burned out HR professionals like yourselves! If you find yourself drained and drinking far too much coffee, this is the session for you!


      Speakers:
      Summer Jelinek
      11/25/2025
      It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Identify areas of focus by the SEC, new rules, and developments by the PCAOB.
      List comment letters and areas of PCAOB emphasis to help registrants improve the quality of financial reporting.
      Recall enforcement actions by the SEC.

      Instructor:
      Jennifer F. Louis, CPA

      Fields of Study:
      Accounting
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • Developments at the PCAOB.
      • Recent trends in SEC comment letters.
      • Enforcement actions and administrative proceedings.
      • Conclusions and predictions for the future.
      11/25/2025

      Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. 


      Speakers:
      Mark Hugh, CPA
      11/25/2025
      This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to:
      Apply common ratio analysis to financial statements
      Consider qualitative analysis outside of the basic financial statements
      Understand how nuances within and between industries can affect the analysis

      Instructor:
      Keely Gohl, CPA, CGMA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this class include:

      • Balance sheet analysis
      • Income statement analysis
      • Cash flow statement analysis
      • Clues in the notes and MD&A
      • Industry nuances

      11/25/2025

      With increasing competition for finding the best qualified candidates and retaining today’s workforce, it’s more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days, and more! We’ll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life “integration”, and increased employee engagement and satisfaction. You’ll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you’re in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization. 


      Speakers:
      Kelly Simants, SHRM-SPC
      11/25/2025

      If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.  


      Speakers:
      Don Minges, MBA
      11/25/2025
      Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.

      Objectives:
      • Understand which virtual currency transactions result in gains and losses for the taxpayer
      • Recognize the difference in tax treatment between a hard fork and a soft fork
      • Identify situations where a taxpayer needs to file Form 8300

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/25/2025
      IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS’s general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property.

      Form 7203 is designed to assist in tracking an S corporation shareholder’s stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder’s stock and debt basis are calculated.

      Objectives:
      • Understand the latest regarding distributions of property from partnerships
      • Understand shareholders’ stock and debt basis

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Bob Lickwar, CPA

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/25/2025
      This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the impact of ASUs on nonprofit organizations.
      Recognize the activities of the nonprofit advisory committee.

      Instructor:
      Melisa F. Galasso, CPA

      Fields of Study:
      Accounting (Governmental)

      Major Topics:

      The major topics that will be covered in this course include:

      • Accounting Standard Updates issued by the FASB.
      • Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
       
      11/25/2025
      Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening.
      How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending the presentation, you will be able to...
      Use your focus and attention, no matter your audience
      Recognize when, and with whom, you are distracted
      Apply trust building from several different dimensions
      Use strategies to train others and offer support, rather than micromanage
      Use delegation strategies

      Instructor:
      Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman

      Fields of Study:
      Personal Development

      Major Topics:

      The major subjects that will be covered in this course include:

      • 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
      11/25/2025
      Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to:
      Recall the primary methods of online fraud
      Identify the types of weaknesses that can be exploited by those undertaking electronically based frauds
      Recognize specific internal control measures that can help to reduce these types of fraud activities.

      Instructor:
      Karl Egnatoff, CPA.CITP

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/25/2025
      Professional conduct and ethical behavior are really the backbone of the entire accounting and auditing profession. These components form the foundation upon which our creditability with the general public is built. Without it, there is no profession. Whether you are a practitioner in public accounting or business and industry, you must always act in accordance with the requirements that define professional conduct and ethical behavior. This course has been updated for recent amendments to the Licensure Law, is approved by the Delaware Board of Accountancy (Board) and fulfills the DE State Board of Accountancy biennial four-credit-hour ethics course requirement for permit renewals. This course includes a detailed review of professional and ethical conduct requirements specifically applicable to Delaware CPAs; an overview of the core principles of professional conduct -- integrity, objectivity, and independence; the AICPA Code of Professional Conduct, including recent updates; and a brief look at the principles and concepts which form the foundation of ethical behavior. The primary objective of this course is to provide a formal program of learning which contributes directly to the professional competence of Delaware accountancy permit holders.

      Objectives:
      • Understand and apply the professional and ethical conduct requirements specifically applicable to Delaware CPAs, including 2016 amendments to the Delaware Licensure Law
      • Review the core principles of professional conduct – integrity, objectivity, and independence
      • Be familiar with the AICPA Code of Professional Conduct
      • Be familiar with the principles and concepts which form the foundation of ethical behavior

      Presenters:
      Sharon Martin

      Field of Study:
      Delaware/Regulatory Ethics (4)

      Major Topics:
      • Professional and ethical conduct requirements specifically applicable to Delaware CPAs, including 2016 amendments to the Delaware Licensure Law
      • The core principles of professional conduct – integrity, objectivity, and independence
      • The AICPA Code of Professional Conduct
      • Principles and concepts which form the foundation of ethical behavior

      11/25/2025
      This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the historical view of U.S. taxation.
      Distinguish between industrial hemp and marijuana.
      Recall the definition of income as defined by I.R.C. 61.
      Apply the restrictions and limitations of 280E and 471.
      Examine state marijuana laws.
      Recognize the challenges of a cash-intensive business.
      Analyze relevant federal court cases.

      Instructor:
      Mary Jane Hourani, MM, EA, NTPI Fellow

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • Industrial hemp vs. marijuana.
      • Income definitions under I.R.C. §61.
      • Tax code restrictions: §280E and §471.
      • State-specific marijuana laws.
      • Cash management in cannabis businesses.
      • Federal court case analysis.
      11/25/2025
      Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recall the difference between a forecast and a budget
      Identify the difference between top-down and bottom-up budgeting
      State the key elements of a flexible budgeting approach
      Identify key cost drivers
      State how behavioral biases may affect the budgeting process
      Identify how headcount efficiency may be measured
      Determine scenario planning
      Recognize best practices and controls for managing budget changes

      Instructor:
      David Peters

      Fields of Study:
      Finance

      Major Topics:

      The major topics that will be covered in this class include:

      • Budgets vs. Forecasts
      • Cyclicality
      • Core Earnings & Sustainable Growth
      • Identifying Key Forecast Drivers
      • Reasonableness in Forecasting
      • Approaches to Budgeting
      • Budgeting Variances
      • Horizontal Analysis
      • Flexible Budgeting
      11/25/2025

      In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.


      Speakers:
      Tracy Cooper, CPA
      11/25/2025

      Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.

      Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/25/2025
      This course chronicles the decisions that led to the arrest of Sam Bankman-Fried (SBF), and helps participants understand the consequences that will follow for people charged with business-related crimes. Authorities arrested SBF pursuant to a grand jury indictment that charged him with wire fraud, securities fraud, money laundering, and related conspiracy charges. This lesson chronicles how the former billionaire's business decisions exposed him to criminal charges that include potential penalties of more than 100 years in federal prison for his alleged role in defrauding investors who trusted in his ability to make ethical decisions. Participants will learn about the criminal justice process, including indictments, arrest, extradition, judicial proceedings, mitigation, sentencing, prison, and collateral consequences.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify how white-collar crime investigations begin
      Recall terminology associated with criminal justice proceedings
      Recognize the relationship between a criminal charge and a conviction
      Recognize how judges identify appropriate sentences for business-related crimes

      Instructor:
      Justin Paperny

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      Major topics covered in this course include:

      • 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?
      11/25/2025
      After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the newest tax developments contained in in the Secure Act 2.0.
      Recall the new provisions modifying the administration of employer retirement plans.
      Recall expanded contribution and catch-up limits for individuals.
      Recognize the new required beginning dates for distributions.
      Recall the newest developments on required minimum distribution dates.

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • Implications for individuals
      • 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
      • Implications for Employers
      • Starter § 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 §403(b) plans
      • Automatic portability provisions
      • Other changes in the administration of company retirement plans

      11/25/2025

      This course provides practical suggestions for improving leadership skills, including self-awareness, communication, delegation, empowerment, coaching, and counseling. 


      Speakers:
      Laura Middleton
      11/25/2025

      In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins.  The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis. 


      Speakers:
      Vincent M. Walden, CPA, CFE
      11/25/2025

      In a competitive economy, CPA's  and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/25/2025

      If you are efficient and want to learn lessons from the best in a short time, this seminar is for you.  Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective.  The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think?  These lessons are valuable for every business leader. 


      Speakers:
      Don Minges, MBA
      11/25/2025

      While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.


      Speakers:
      Brian F. Tankersley, CPA.CITP, CGMA
      11/25/2025

      Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!


      Speakers:
      Randolph (Randy) P. Johnston
      11/25/2025

      The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. 


      Speakers:
      Bob Mims, CPA
      11/25/2025
      This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize the importance of budgeting
      Identify components of a master budget
      Distinguish the utility of flexible budgets
      Analyze the role of variances
      Apply capital budgeting techniques

      Instructor:
      Dr. Christopher J. Harper, CPA, MBA

      Fields of Study:
      Finance

      Major Topics:

      The major topics that will be covered in this course include:

      • Advantages of budgeting
      • The role of budgeting
      • Master budgeting
      • Flexible budgeting
      • Standards and variances
      • Capital budgeting
      11/25/2025

      Being neuro-inclusive is not only kind, but can also help your team get the right things done in less time. This course will be about what neurodiversity is, give an overview of brain science, and show you tactical tips and techniques you can use to help your company get more of the right things done in less time with a strategy designed with more brains in mind. 


      Speakers:
      Christine Wilson, LPC
      11/25/2025
      Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, shared understanding, and increased productivity.

      This workshop will provide an intimate understanding of how to deal with conflict in collaborative and constructive ways. Using ethical values and principles, we will explore how to move conflict from an obstacle to an opportunity.

      This workshop is geared toward individuals who are wanting to improve their conflict management skills and create more harmonious and positive working environments.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recall conflict concepts and tools to help move conflict to productive outcomes
      Identify human tendencies that hamper conflict management and offer ways to minimize them
      Distinguish gossip and emotions related to conflict
      Recognize mindset and skills helpful in collaboration

      Instructor:
      Robbie Glantz

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/25/2025

      Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time.


      Speakers:
      Don Minges, MBA
      11/25/2025

      To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants.  In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/25/2025
      Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Design custom AI chatbots tailored to specific business needs and use casesEvaluate different AI platforms to select the most appropriate solutionImplement security measures to protect sensitive data in AI applicationsDevelop AI agents that can operate autonomously with minimal guidanceCreate effective repository for training specialized AI assistantsAnalyze the performance and effectiveness of deployed AI chatbotsIntegrate AI assistants into existing workflows and systems

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/25/2025

      Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some less commonly known apps help you manage shared email boxes, create and use web forms, schedule appointments, trade shifts, create real-time closed captions, and translate presentations. Attend this session and learn more about the hidden features in Microsoft 365 that you can use to level up your productivity.


      Speakers:
      Brian F. Tankersley, CPA.CITP, CGMA
      11/25/2025

      Automation and standardization are two of the keys to productivity, but most people who are not programmers are unsure where to start. Microsoft’s Power Platform is a comprehensive platform for creating automated workflows, integrations, and data-driven reports. Components include Power BI, Power Apps, Power Automate, Power Pages, and Power Virtual Agents. Attend this session to learn about this platform and how everyone can use its low-code, no-code environment to solve process challenges.


      Speakers:
      Brian F. Tankersley, CPA.CITP, CGMA
      11/25/2025
      The War for Talent is bad, and it's getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant leadership is, as well as what it is not. Also, learn the benefits of having a great culture, the basics for assessing your culture, as well as how to coach your employees using a servant leadership style.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Assess your organizational culture Evaluate the benefits of a great culture Determine what servant leadership is Coach employees using a servant leadership style

      Instructor:
      Jim Bitterle

      Fields of Study:
      Business Management & Organization

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/25/2025

      The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do.  Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead.   Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer.  In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/25/2025

      There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

      In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/25/2025

      Trust is essential, because without trust, there can be no teamwork.  Trust is like oxygen, when it is gone - we suffocate.  This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization. 


      Speakers:
      Don Minges, MBA
      11/26/2025

      Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids.  When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. 

      Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors.  Achieve your target profitability in the process.  


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/26/2025

      The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed.  Many organizations trying to bring people back to the office have experienced significant turnover.  Some practices have changed forever while some principles will always remain the same.  Keeping your people happy equals keeping your best people.  Learn the changes you should make now and the things you should do forever!


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      11/26/2025

      New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

      In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025

      The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively.  This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods.  This program starts fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features.  Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.  

       


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025
      Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.

      Objectives:
      • Analyze how basis in an ownership interest in a pass-through entity is established
      • Discuss how activity of the entity, distributions, and optional adjustments increase or decrease basis
      • Discuss when basis is "at-risk" under Section 465, and the resulting loss disallowance and carryforward related to basis that is not at-risk
      • Define passive activities under Section 469 and exceptions to the passive loss rules
      • Discuss when and how aggregation of activities should be used to avoid the passive loss rules
      • Analyze §461(l) created by the Tax Cuts and Jobs Act of 2017 and understand the limitation calculation and resulting carryforward
      • Analyze the hierarchy of the loss limitations with examples of the application of the four tiers of losses and how they interact
      • Use case studies to reinforce the learning objectives

      Presenters:
      Michael Frost, CPA

      Field of Study:
      Taxes (4)

      Major Topics:
      • 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 §461(l)), American Rescue Plan Act, and Inflation Reduction Act
      11/26/2025
      A challenge for many small business owners is choosing the ‘right’ type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to establish, maintain, and communicate with employees; have minimal administrative costs; and are practical and efficient ways to start a retirement plan. These IRA-based plans – SEP IRAs and SIMPLE IRAs – have low maintenance costs and are easy to communicate to employees.

      With IRA-based employer plans, employer contributions are sometimes discretionary, giving business owners the choice of whether to fund every year. Despite the simplicity of these plans, employers must ensure that applicable compliance requirements are met to avoid penalties. To that end, this course will cover some key provisions of SEP and SIMPLE IRAs.


      Objectives:
      • Help small business owners understand why they need to adopt retirement plans for themselves and their employees
      • Identify critical features and benefits of SEP IRAs and SIMPLE IRAs
      • Determine which employees must be covered under SEP IRAs and SIMPLE IRAs
      • Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs, and
      • Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs

      Presenters:
      Denise Appleby, MJ, APA, CISP, CRPS, CRC

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/26/2025
      Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect shareholder basis as well as equity.

      Objectives:
      • Recognize the formula for calculating S corporation shareholder basis
      • Identify the items of income and deduction that are allocated to AAA, PTI, AE&P, and OAA
      • Calculate the tax effects of a distribution on shareholder basis and AAA

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Taxes (2)

      Major Topics:
      • S corporation earnings layers
      • Observations on earnings layers
      • S corporation basis calculation
      • IRC 351 transactions
      • Four loss tiers
      • Appreciated property distributions
      11/26/2025
      Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements related to income taxes. We will also explore some specialized areas of income tax accounting, such as intra-period allocations of income tax expense and accounting for changes in tax laws and rates, and we will review proposed updates to ASC 740 disclosures on which the FASB is contemplating.

      In summary, this course is the place to be to enhance your accounting for income taxes IQ.

      Objectives:
      • Identify and calculate the deferred tax asset or liability for an entity
      • Determine when and how to report uncertain tax positions
      • Calculate and report the components of income tax expense
      • Develop appropriate disclosures
      • Comprehend recent and proposed changes to accounting guidance for income taxes

      Presenters:
      Jason Carney, CPA, PMP, CISA

      Field of Study:
      Accounting (2), Auditing (2)

      Major Topics:
      • 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
      11/26/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Find and Automate the Right Tasks: spot tasks and processes that can be automated, using the latest tech to make your business more efficient and free up valuable time.Use Outsourcing to Grow: choose the right outsourcing opportunities that fit your business needs, tap into specialized skills while keeping costs down.Integrate Scalable Tech Solutions: bring technology into your business in a way that supports growth, simplifies workflows, and saves you money.

      Instructor:
      Sharrin Fuller

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/26/2025
      This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Identity the conceptual framework for making independence determinations
      Identify independence threats related to preparing financial statements and accounting records
      Identify specific non-audit services that would and would not impair independence
      Complete proper audit documentation to support adequate consideration of auditor independence
      Identify what a single audit entails
      Identify the basic audit requirements in a Uniform Guidance compliance audit
      Identify key auditee and auditor responsibilities in the compliance audit of federal awards
      Recognize key consideration related to the auditor's responsibilities regarding testing and reporting on compliance under the Uniform Guidance

      Instructor:
      Adelina Burke, CPA

      Fields of Study:
      Auditing (Governmental)

      Major Topics:

      The major topics that will be covered in this class include:

      • 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
      11/26/2025
      This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Evaluate the differences between traditional search engine research and AI-driven accounting researchApply effective prompt engineering techniques to optimize AI interactions for accounting queriesAnalyze the capabilities and limitations of various AI platforms for specific accounting tasksCreate specialized AI personas to enhance the quality and relevance of financial research insightsImplement AI tools to automate routine research tasks and regulatory monitoringAssess the ethical implications and limitations of AI-generated accounting insightsDevelop strategies to verify and validate AI-produced financial informationIntegrate AI research tools into professional accounting workflowsDemonstrate how AI can enhance, rather than replace, professional accounting judgmentEvaluate emerging trends in AI-driven tax compliance and regulatory responses

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/26/2025

      Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management.

      Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of a Paperless Office.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025
      Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Develop an outline of presentation topics
      Draft talking points for a media interview
      Edit your written work for clarity and length
      Adapt content depth and delivery as appropriate for the intended audience
      Recognize best practices for both written and verbal formats
      Avoid plagiarism by providing appropriate credit for sourced material
      Enhance audience engagement

      Instructor:
      Chris Harper, CPA

      Fields of Study:
      Communications and Marketing

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/26/2025
      Accountants in business and industry face ethical conflicts almost daily. This workshop (re-)introduces the revised AICPA Code of Professional Conduct and walks through the five basic rules of conduct and the related professional ethical principles applicable to accountants in business and industry.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:

      Increased appreciation for the role and importance of the Code of Professional Conduct.
      Review five basic rules applicable to members in business.
      Increased awareness of the threats to noncompliance faced by members in business and industry per the Conceptual Framework
      Enhanced ethics-related critical thinking skills through case analysis.





      Instructor:
      Albert D. Spalding, JD, PhD, CPA/CFF

      Fields of Study:
      Regulatory Ethics

      Major Topics:

      • 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
      11/26/2025

      Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras and doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease and suffers from misdiagnosis and subsequent improper treatment. Similarly, managers, auditors, and investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed.


      Speakers:
      Daniel Porter, CFE
      11/26/2025

      Due to the constant stress of a fast paced life, overwork, and family demands, it’s easy to feel one’s life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities and goals, overcoming stress, and deciding what’s most important to you, you can achieve new levels of balance and greater results. Having more balance in your life will allow you to do less of what you don’t want and more of what is truly important to you.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/26/2025

      This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/26/2025

      Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. 

      Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025

      How good are you with the technology you use daily?  What new technology tools are available that could save you time and make you more effective?  Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you!

      In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends.  Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

      Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.

       


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025

      Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. In this course, you will learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure PDF documents to their fullest.

      The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session where you will learn the top features necessary to optimize your work with PDF documents.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025

      Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.

      In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025
      This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under GILTI (Global Intangible Low-Taxed Income), Subpart F, and PFIC (Passive Foreign Investment Company) regimes. The case study will further evaluate tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax efficient way to structure their international investments.

      Objectives:
      • Explain the similarities and differences between GILTI, Subpart F, and PFIC regimes
      • Understand the mechanics of income inclusions and foreign tax credits available under GILTI, Subpart F, and PFIC regimes
      • Compare and contrast the overall tax liability under different circumstances
      • Identify tax planning opportunities for income from foreign corporations

      Presenters:
      Renata Maroney (Stasaityte), CPA

      Field of Study:
      Taxes (3)

      Major Topics:
      • 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
      11/26/2025
      A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation’s ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.

      Objectives:
      • Advise owners of C corporations and those wishing to acquire C corporations of the tax consequences associated with an asset or stock acquisition

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Edward Renn, Esq.

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/26/2025
      In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify opportunities to leverage ChatGPT to improve your Excel skills and productivity
      Use ChatGPT with Excel formulas
      Recall the best practices for using ChatGPT with Excel

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this class include:
      • 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
      11/26/2025
      This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze common audit deficiencies
      Identify proper methods of performing risk assessment and documentation
      Recall best practices for auditing estimates
      Recognize changes to auditing standards for estimates and risk assessment

      Instructor:
      Melisa F. Galasso, CPA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.


      11/26/2025
      Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      By the end of this course, the participant will be able to...
      Understand the factors that create an environment for fraud to easily occur.
      Identify areas where there could be an inadvertent failure to separate duties.
      Ascertain the proper role of an external auditor and identify areas where independence can be compromised.

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Regulatory Ethics

      Major Topics:

      The major topics that will be covered in this class include:

      • 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.

      11/26/2025

      The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today and has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf and fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls and committed fraud in the courthouse.


      Speakers:
      Daniel Porter, CFE
      11/26/2025
      Understanding unconscious bias is key to creating an inclusive workplace and to making the best business decisions. This course explores the concept of unconscious bias, the science behind it, and how it can affect the way employers hire, evaluate, and treat employees. We will also discuss strategies employers can use to reduce unconscious bias and create a more inclusive workplace.

      Objectives:
      • Uncover unconscious processes at play in decision-making, including during hiring, candidate selection, and performance assessments and how these automatic processes can adversely impact ourselves and others, particularly minority groups
      • Strategize to reduce/eliminate the impact of inaccurate biases in decision-making
      • Understand how to recover from a mistake rooted in unconscious bias in a way that builds trust, respect, and a foundation for an inclusive workplace

      Presenters:
      Ciana Williams

      Field of Study:
      Personnel/Human Resources (2)

      Major Topics:
      • 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.
      11/26/2025
      Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization.

      We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this course, you will be able to...
      Distinguish the relationship of ethics to supervisory/managerial responsibilities
      Identify ethical traps of supervision/management
      Recognize how to set job standards and analyze performance
      Recognize the importance of fairness in managing unconscious bias
      Strengthen or develop communication skills

      Instructor:
      Robbie Glantz and Jennifer Sullivan

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/26/2025
      Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize the key concepts and nomenclature related to ChatGPT and generative AI
      Identify opportunities to leverage the power of ChatGPT in your organization
      Determine how to integrate ChatGPT into your daily work

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/26/2025
      A discussion of the latest 2024/25 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply the latest provisions and developments, rules and regulations impacting business taxpayers

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this class include:

      • 2024/25 legislation impacting business taxpayers
      • Tax depreciation update
      • GIG workers and Form 1099-K
      • Commercial Clean Vehicle Credit
      • Recent business taxpayer case rulings
      • FINCEN Beneficial Ownership Information reporting update
      11/26/2025

      Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.


      Speakers:
      Mike Mirarchi
      11/26/2025

      Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query and teach you some of the ways to take advantage of its ability to handle messy data and automate repetitive tasks.

      Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once and set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency and accuracy in your data processes.

      Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools and knowledge to make Excel work for you like never before.


      Speakers:
      Tracy Cooper, CPA
      11/26/2025

      Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

      Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


      Speakers:
      Tracy Cooper, CPA
      11/26/2025

      Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.

      Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025

      Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!


      Speakers:
      Randolph (Randy) P. Johnston
      11/26/2025
      It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply the new financial accounting concepts of leases
      Gain a working knowledge of accounting rules as they apply to leases

      Instructor:
      Chris Harper, CPA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this class include:

      • What is a lease?
      • Recognition and measurement of lease assets and liabilities Impact on lessors and lessees
      • Disclosures and transition rules
      • Effective dates
      11/26/2025
      This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the importance of in-house AI R&D for staying competitive in accounting.Identify strategies for moving from AI concepts to practical, value-adding applications.Recognize the urgency of adapting to AI's exponential advancements.Conduct proactive AI assessments, benchmarks, and explorations in your organization.Evaluate the dual role accountants play in AI development as both innovators and data protectors.Encourage the creation of internal AI tools to address specific accounting challenges.Develop strategies to mitigate AI-related cyber threats and protect sensitive data.Recognize potential misuse patterns of generative AI and implement preventive measures.Address challenges in AI adoption and foster a supportive learning environment.Design a sustainable, adaptive approach to AI that supports ongoing development and ethical integration.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/26/2025

      Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.  


      Speakers:
      Mark Hugh, CPA
      11/26/2025

      Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing

      Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/26/2025
      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

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Recall the fundamental principles of AI and its applications in marketing.Leverage AI tools and technologies to enhance marketing campaigns.Utilize practical strategies for integrating AI into your firm's marketing workflow.Measure the effectiveness of AI-driven marketing efforts.Compare real-life case studies and success stories of successful AI implementations in marketing.

      Instructor:
      Gaynor Hardy (Meilke), MS, CBC

      Fields of Study:
      Communications and Marketing

      Major Topics:

      The major topics that will be covered in this course include:

      • 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

      11/26/2025

      A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided.


      Speakers:
      Mike Mirarchi
      11/26/2025

      This session reviews the three elements of fraud, how fraudsters think, how proper internal controls can prevent and detect fraud, and the red flags to look for to identify fraud. It looks at Radar O'Reilly, one of the most beloved characters of the TV show M*A*S*H. He was trusted by his boss to run the administrative side of the US Army medical unit. Were there red flags all around Radar? Did he have the opportunity to steal? Was he a fraudster? We'll find out? Attendees learn to recognize the traits of this type fraudster that are present in many organization. Case studies of various Radars are included.


      Speakers:
      Daniel Porter, CFE
      11/26/2025

      In trying to achieve life balance, various internal and external obstacles arise.  In this course we will look at these obstacles and provide specific ways to overcome them.  In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of  happiness, and your physical health and leisure time pursuits.  You will leave this course with powerful methods and a specific plan to move forward in your life in a balanced, healthy, and productive manner.  Don't forget to take Part 1 of this amazing course.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/26/2025

      This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/26/2025

      Ethics are how groups define right from wrong. Codes of Ethics define good behavior from bad behavior for professionals. When we break those codes, we "break bad." For five seasons, the popular television show "Breaking Bad" explored the transformation of one good man breaking bad. This session provides an overview of ethics and why people break bad, while using examples from the TV show as well as case studies of good people who broke bad.


      Speakers:
      Daniel Porter, CFE
      11/26/2025

      The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.


      Speakers:
      Mike Mirarchi
      11/28/2025
      In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

      Objectives:
      • Understand the latest enacted tax law changes
      • Understand strategies and techniques to use in light of tax changes
      • Understand current cases and rulings affecting individuals and businesses

      Presenters:
      Bob Lickwar, CPA

      Field of Study:
      Taxes (8)

      Major Topics:
      • 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
      11/28/2025
      As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Summarize the results of recent fraud surveys that indicate trends in today's operating environment.
      Identify the most common fraud schemes, and how they are evolving with time.
      Recall best practices for preventing or detecting fraudulent financial reporting and misappropriation of assets.
      List cybersecurity risk trends and best practices for avoiding them.
      Recognize important components of internal controls that contribute to fraud risk mitigation.

      Instructor:
      Jennifer F. Louis, CPA

      Fields of Study:
      Specialized Knowledge

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/28/2025
      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.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the audit assertions applicable to the cash balance
      Recognize the risks & threats related to the cash balance
      Identify substantive auditing procedures that are used to obtain comfort over cash

      Instructor:
      Jaclyn M. Veno, CPA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • Auditing Cash
      • Audit assertions, risks, and threats to the cash balance
      • Auditing procedures to perform
      11/28/2025
      In the past talking about mental issues in the workplace was taboo. Not anymore!!!

      So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness.

      The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business!

      This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize mental health challenges and the impact they have on the workplace.
      Analyze the legal aspects of mental health challenges in the workplace.
      Assess ongoing support to self and others.

      Instructor:
      Robbie Glantz and Jennifer Sullivan

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/28/2025
      Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize the current state of the cryptocurrency marketplace and the technology that supports it
      Identify key developments in cryptocurrency and blockchain technology

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Specialized Knowledge

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/28/2025
      Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Indicate how different stakeholders utilize financial statements
      Recognize how flexible budgeting may be used by CFOs and Controllers
      Recall how time series analysis and common size financial statements are used in trend analysis
      Calculate liquidity, leverage, and profitability ratios
      Identify the uses and limitations of ratio analysis

      Instructor:
      David Peters

      Fields of Study:
      Finance

      Major Topics:

      The major topics that will be covered in this class include:

      • 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
      11/28/2025
      Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey's company employed more than 100 people and generated more than $20 million in annual revenues. With a company of that size, Casey relied upon advice from his bookkeeper when filling out financial documents. As a result of representations he made on bank statements and loan documents, authorities charged Casey with criminal behavior related to PPP loan fraud.

      What should an accounting professional learn from Casey's story?

      Stay tuned to find out!

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize why corporate documentation and training materials may lessen vulnerabilities to government investigations
      Distinguish motivations of government investigators and prosecutors
      Identify tactics witnesses use to lower their exposure to sanctions
      Recall how government investigations begin

      Instructor:
      Justin Paperny

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • Ethical dilemmas
      • Judicial proceedings
      • Mitigation strategies
      • Creating tools to help make better decisions
      • Atonement and reconciliation
      11/28/2025
      This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze common audit deficiencies
      Identify proper methods of performing risk assessment and documentation
      Recall best practices for auditing estimates
      Recognize changes to auditing standards for estimates and risk assessment

      Instructor:
      Melisa F. Galasso, CPA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.


      11/28/2025
      One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.

      Objectives:
      • State the accountant’s role within a company
      • Recognize how different stakeholders view financial statements
      • Identify how to focus on just the key points when reporting financial results

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Communications and Marketing (2)

      Major Topics:
      • 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
      11/28/2025
      Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.

      Objectives:
      • Understand who is eligible for Medicare
      • Determine whether an individual will have to pay a surtax for Medicare Part B and Part D coverage
      • Ascertain whether private or spousal insurance options are preferable to Medicare

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Erica Dumpel, CLU

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/28/2025
      In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging.

      You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data.

      Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify key features of the Data Analysis Process Flow.
      Recognize how your organization's key metrics can help you make insightful decisions.
      Distinguish between different data visualization techniques.

      Instructor:
      Bryan L. Smith, CPA.CITP, CISA

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics that will be covered in this class include:
      • 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.
      11/28/2025
      This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify Key Features: After completing this course, participants will be able to identify and describe the key features and capabilities of Gemini AI, including its multimodal functions and integration into Google products.
      Utilize AI Tools: Participants will be able to utilize Gemini AI tools within Google products such as Gmail, Docs, Sheets, and Slides to enhance productivity and efficiency in accounting tasks.
      Apply AI in Accounting: Participants will learn to apply Gemini AI to automate routine accounting tasks, such as generating financial reports, creating data visualizations, and performing data analysis.
      Evaluate AI Integration: Participants will be able to evaluate the integration of AI technologies in their accounting workflows and assess the potential benefits and challenges.
      Recall the ethical considerations and implications of using AI in accounting, ensuring compliance with professional standards and regulations.
      Improve Decision-Making: Participants will learn to leverage AI-generated insights to support strategic decision-making processes in financial management and accounting.
      Stay Current with AI Trends: Participants will be able to stay current with emerging trends and advancements in AI technology relevant to the accounting profession, ensuring continuous professional development.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • Google Gemini Quick Start
      • Gemini Standalone Chatbot
      • Mobile App
      • Gemini integration with:
      • Workspace
      • Gmail
      • Docs
      • Sheets
      • Slides
      • User Tips
      11/28/2025

      The budgeting process can be a time consuming and frustrating process for accountants.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This series will offer solutions to the budgeting woes from both the big picture and in the details. 

       

      Budget Mastery: Process, Problems, and Solutions

      The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. 

      Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets to Value

      This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling.  From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies.   This course stands on its own but is part two of a four part budget mastery series.

      Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight

      You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you.  This is a great and fun course on its own, but is also part three of a four part series on budget mastery.

      Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting 

      Perhaps the most important element of the budget process is its communication.  If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.  This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.


      Speakers:
      Bob Mims, CPA
      11/28/2025
      The role of today's financial leader, including CFOs, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, case studies, and practical exercises, participants will explore the diverse roles of today's CFO as innovation champions, technology evangelists, leaders, and change agents, leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will give you the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.

      Objectives:
      After attending this presentation, you will be able to...
      Appreciate newer duties and roles of today's leaders and the skill-sets required to succeed.

      Instructor:
      Robert Mims, CPA

      Fields of Study:
      Business Management & Organization

      Major Topics:

      The major topics that will be covered in this course include:

      • Championing the role of innovation in the workplace.
      • Technology evangelists and change agents.
        • What does it mean?
        • What is our role?
      • The roles we take on and differences between the roles we are assigned.
      • How innovation and strategy matter.
      • Current and future trends and expectations for financial leaders and CFOs.
      • Top ten crucial skills for 2035.
      11/28/2025
      Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify the rules to get the IRS to disclose information
      Request pertinent information from the IRS
      Evaluate the information recorded in IRS transcripts
      Recognize the potential leads on individual and business tax returns
      Conduct an analysis of information into a spreadsheet

      Instructor:
      Robert Nordlander, CPA, CFE

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/28/2025
      Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level.

      It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together.

      In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Create a three step plan that allows you to be a more strategic and influential leader.
      Practice increasing your confidence even in the most uncertain situations.
      Determine your next step to build a supportive and engaging community around you.

      Instructor:
      Tara Whitney, CPA, ACC

      Fields of Study:
      Personal Development

      Major Topics:

      The major topics that will be covered in this course include:
      • 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.
      11/28/2025
      This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify what constitutes compensation between traditional compensation and executive compensation plans
      Apply the multi factor test and independent investor test as established in landmark US Tax Court case law
      Determine where to find resources

      Instructor:
      Ronald L Seigneur, CPA/ABV, ASA, CVA

      Fields of Study:
      Specialized Knowledge

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/28/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify how the federal income tax differs from other types of federal taxes
      Determine the steps in computing a taxpayer's federal income tax liability
      Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," "qualifying child," "tax credits," "filing status," and "kiddie tax"
      Recognize how an individual's standard deduction is determined
      Indicate differences in the tax for ordinary income, capital gains, and qualified dividend income
      Recall the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions
      Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return

      Instructor:
      Allison M. McLeod, LL.M., CPA

      Fields of Study:
      Taxes

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/28/2025
      Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff.

      In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize how to collaboratively set standards of performance
      Recall how to prepare and conduct performance appraisals that are fair, respectful, and effective
      Identify common rater bias and legal considerations of performance management
      Recall principles of feedback and coaching regarding performance

      Instructor:
      Robbie Glantz

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/28/2025

      Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.



      Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.


      Objectives:
      • Understand and apply SSARS No. 21, Clarification and Recodification
      • Be familiar with changes related to the issuance of SSARS Nos. 22-25
      • Be familiar with preparation, compilation, and review program examples
      • Be aware of the most recent reports and other required communications

      Presenters:
      Ken Levine

      Field of Study:
      Auditing (4)

      Major Topics:
      • 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
      11/28/2025
      Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being.

      The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary, and how to seek help without guilt or hesitation.

      Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience, and rediscover joy in both your professional and personal roles.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify cultural expectations that contribute to stress and develop strategies to counter them.
      Recognize the signs of mental health challenges and the appropriate times to seek professional help.
      Select self-care practices and routines that align with their personal and family needs.

      Instructor:
      Alexis Smith, PA-C

      Fields of Study:
      Personal Development

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/28/2025
      This course provides a complete framework for transforming the culture in your organization. Key topics covered include:
      - What is organizational culture
      - A self assessment
      - Why culture matters
      - How to change your culture

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Analyze the impact of good culture
      Build a framework to change organizational culture

      Instructor:
      Jim Bitterle

      Fields of Study:
      Personnel/Human Resources

      Major Topics:

      The major topics that will be covered in this course include:

      • What is culture
      • Why culture matters
      • A process to change your organization’s culture
      11/28/2025
      This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.

      Objectives:
      • Examine operational issues, keeping track of AAA, and how to calculate basis, apply distribution rules, and avoid loss limitations
      • Describe corporate level taxes
      • Describe the rules governing the redemption and liquidation of an S corporation
      • Examine the issues in compensation planning in S corporations, including limitations in a family-controlled business, in particular after criticism of the Treasury Inspector General for Tax Administration of the IRS efforts to address underreporting of S corporation officer compensation
      • Be familiar with the results of the case studies that reinforce key learning points

      Presenters:
      Michael Frost, CPA

      Field of Study:
      Taxes (4)

      Major Topics:
      • Detailed rules governing basis in the shareholder’s debt and stock
      • AAA
      • Built-in gains incurred from the sale of assets
      • Redemptions and liquidations
      • Compensation planning for shareholders, including planning strategies under the SECURE Act
      • Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable
      11/28/2025
      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.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify specific applications for AI in accounting, auditing, tax and advisory services
      Recognize the potential to leverage AI technology to reduce costs and increase revenue

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • Implementing AI for accounting automation
      • Enhancing auditing processes with AI tools
      • AI applications in tax compliance
      • Leveraging AI for business advisory services

       

      11/28/2025
      This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recall the most recent changes in auditing, reviews, compilations and other attestation engagements
      Apply practice tips for achieving high quality engagements.
      Recognize updates on enhancing audit quality
      Analyze AICPA's new Quality Management Standards
      Recognize trends in the practice landscape, how AICPA's Enhancing Audit Quality Initiative is improving practice quality
      Recall SQMS implementation resources.

      Instructor:
      Allison M. Henry, CPA, CGMA

      Fields of Study:
      Accounting
      Auditing

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/28/2025
      Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation.

      Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.

      Objectives:
      • Advise clients regarding the tax aspects associated with buying and selling a business

      Presenters:
      Mike Tucker, Ph.D., LL.M., J.D., CPA
      Edward Renn, Esq.

      Field of Study:
      Taxes (3)

      Major Topics:
      • 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
      11/28/2025
      Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations.

      Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally.

      We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore.

      We end with a Call to Action, so that you can put the lessons you learn into practice immediately.

      You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by.

      Who knew an ethics webinar could be both practical and fun?


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify five ethical principles that are the basis of a solid, built-to-last accounting practice
      Apply these principles to a range of "What should I do?" scenarios you encounter
      Determine the ethically intelligent choice in every aspect of your business and in your personal life too

      Instructor:
      Bruce Weinstein

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this course include:

      • 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"
      11/28/2025
      Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify important components and sub-components of an Internal Control System
      Recognize how the control environment can help or hinder the operation of control measures and help or hinder operational effectiveness
      Recall important steps that an organization can undertake, specifically related to control development that can drive the methodologies of the entity

      Instructor:
      Karl Egnatoff, CPA.CITP

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this course include:

      • An overview of controls that drive procedures
      • Considerations for procedural control development
      • Understanding and controlling risk that arises when organizations change
      11/28/2025
      In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Evaluate the relationship between financial success and ethics
      Identify the characteristics that make the CPA credential unique compared to other financial designations
      Compare and contrast the AICPA Code of Professional Conduct to the ethics codes of other financial professionals
      Analyze the steps in the AICPA Code of Professional Conduct Conceptual Framework Approach
      Recognize the key issues currently being addressed by the AICPA Professional Ethics Executive Committee
      Recognize the key factors that influence employee behavior according to research
      Identify the key factors of ethical communication that increase trust
      Indicate how the concept of ethical communication can be applied within the context of a difficult conversation

      Instructor:
      David Peters

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this class include:

      • 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
      11/28/2025
      This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this course, you will be able to...
      Recall major elements of the statement of cash flows
      Identify the two broad methods for preparing the statement of cash flows
      Perform certain calculations for preparing both the indirect and direct statements of cash flows
      Use the statement of cash flows as part of financial statement analysis

      Instructor:
      Chris Harper, CPA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics covered in this course include:

      • 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

      11/28/2025
      Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Describe how some people begin their career with good intentions yet end up in prison.
      Explain how seemingly benign decisions can lead to severe problems later.
      Identify how gray areas can expose people to problems they cannot foresee.
      Understand how seizing the wrong opportunity can cost people their job and freedom.

      Instructor:
      Justin Paperny

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics that will be covered in this class include:

      • The importance of values
      • Identifying success
      • Ethical dilemmas
      • Mitigation strategies
      • Creating tools to help make better decisions
      • Personal accountability strategies
      11/28/2025
      This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Identify the fundamental features and functionalities of ChatGPT in an accounting context.
      Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios.
      Analyze financial statements, news releases, and other relevant data using ChatGPT.
      Explore and identify business opportunities using hyper-local and sectoral analysis techniques.
      Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations.
      Evaluate assets, space, and user interfaces using image analysis with ChatGPT.
      Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/28/2025
      Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth.
      - Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management.
      - Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth.
      - Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth.

      Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Formulate the ability to project future income, expenses, and resources using historical data and market trends for strategic planning and investment decisions.
      Calculate future earnings and financial positions to evaluate growth potential, solvency, and capital structure for effective budgeting and risk management.
      Apply forecasting insights to enhance resource allocation, manage risks, and attract investments, supporting long-term financial stability and growth

      Instructor:
      Eric Knight, CPA, DBA

      Fields of Study:
      Finance

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/28/2025
      The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner's interest, Section 751 and the Section 754 election.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for partnership distributions of propertyIdentify and recall key compliance issuesIdentify and recall significant issues in the Form 7217

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/29/2025

      As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

      Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.

       


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/29/2025
      What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace and Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament and your organization will permit it? Prepare for ‘situations’ before they happen to you.

      Speakers:
      Don Minges, MBA
      Allison M. McLeod, LL.M., CPA
      11/29/2025
      Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

      Objectives:
      • Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
      • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals

      Presenters:
      Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

      Field of Study:
      Taxes (4)

      Major Topics:
      • 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


      11/29/2025
      Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice.

      On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142–149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA’s quality management project.

      In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

      Objectives:
      • Review and apply recently issued and proposed FASB and AICPA pronouncements
      • Review and apply guidance within ASC 842, Leases
      • Understand SAS 142 and SAS 145
      • Recall and apply AICPA quality management standards (SQMS 1, SQMS 2, and SQMS 3)
      • Be familiar with other important A&A practice matters you should be aware of
      • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

      Presenters:
      Jason Carney, CPA, PMP, CISA

      Field of Study:
      Accounting (4), Auditing (4)

      Major Topics:
      • 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
      11/29/2025
      Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Apply financial ratios to assess profitability, operational efficiency, and risk exposure.
      Calculate key metrics, including operating leverage, margin of safety, and free cash flow yield, to evaluate financial performance.
      Analyze cost behavior to determine its impact on break-even points and financial stability.
      Differentiate between traditional ratios and underutilized metrics for a more comprehensive financial analysis.
      Select appropriate financial ratios to compare company performance and support strategic decision-making.

      Instructor:
      Eric Knight, CPA, DBA

      Fields of Study:
      Finance

      Major Topics:

      The major topics that will be covered in this course include:

      • 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
      11/29/2025
      This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Apply practical strategies based on recent developments
      Identify and recall key compliance issues
      Identify and recall significant changes in tax forms

      Instructor:
      Steven C. Dilley, CPA, JD, PhD

      Fields of Study:
      Taxes

      Major Topics:

      The major topics covered in this class include:

      • 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
      11/29/2025
      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.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Design effective prompts to extract meaningful, context-rich responses from AI in financial contexts.Identify strategies to overcome AI's "lazy" response defaults and elicit deeper analysis.Apply multi-layered prompting techniques to explore topics from different perspectives and depths.Evaluate the impact of using candid and contrarian prompts for balanced financial insights.Use specialized prompts to uncover ripple and cobra effects in financial scenarios.Develop an "Avoid Stupidity" checklist for avoiding common mistakes in AI-assisted financial tasks.Integrate perspective-based prompts to receive responses tailored to accounting-specific viewpoints.Automate repetitive accounting tasks by prompting AI for optimized workflows.Utilize emotion-driven prompts to improve the quality and engagement of AI responses.Implement practical prompt engineering techniques to enhance accuracy and depth in financial analysis.

      Instructor:
      Garrett Wasny, MA, CMC, CITP/FIBP

      Fields of Study:
      Information Technology

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.

      11/29/2025
      We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute them correctly. Having conversations regarding the proper adoption of these technologies and tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful implementation and use. This course will define the state of AI tools, what benefits and risks exist, and which steps to take to begin adopting these technologies with appropriate guardrails, policies, and training. It is less likely that AI will destroy industries, and more likely that companies that embrace AI will overtake those companies that do not.

      Objectives:
      • Be familiar with AI tools and the current status of AI tool development
      • Be able to explain what ChatGPT is and how it works
      • Understand how AI tools will change the accounting and finance professions
      • Be able to explain the benefits and risks of adopting AI tools
      • Begin drafting policies around AI implementation for your firm or company

      Presenters:
      Mark McCreary, CIPP/US

      Field of Study:
      Information Technology (2)

      Major Topics:
      • 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
      11/29/2025
      This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Recognize differences between financial and managerial accounting.
      Revisit fundamental managerial accounting concepts.
      Utilize managerial accounting to facilitate decision-making.
      Apply managerial accounting techniques to actual business circumstances.

      Instructor:
      Dr. Christopher J. Harper, CPA, MBA

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this course include:

      • Target profit and Break-even analysis.
      • Relevant costs and decision-making.
      • Standard costs and variances.
      • Activity-based costing.
      • Segment reporting and analysis.
      • Budgeting.
      11/29/2025
      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.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify the stages of the IRS collection process, from initial notice to enforced collection actions.
      Recognize when Forms 433-A or 433-B are required and understand the information necessary to complete them.
      Evaluate the criteria for submitting an Offer in Compromise (OIC) and outline the submission process.
      Recall the different payment options available to taxpayers facing IRS collections.
      Determine how to effectively advise clients on navigating the IRS collection process.
      Minimize potential penalties and ensure compliance during the resolution process.
      Assess the implications of different settlement strategies, including OIC and installment agreements.
      Apply practical insights to real-world scenarios for resolving tax liabilities.

      Instructor:
      Mary Jane Hourani, MM, EA, NTPI Fellow

      Fields of Study:
      Taxes

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/29/2025
      An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Describe how to identify signs that your auditors may be over- or under-auditing
      Explain the "soft" skills, such as communication, creativity, critical thinking, and more that your auditor should readily exhibit in order to give you the greatest return for your audit dollars
      Apply illustrative examples, of value-added business advice and assistance the auditor may apply without impairing independence

      Instructor:
      Jennifer F. Louis, CPA

      Fields of Study:
      Auditing

      Major Topics:

      The major topics that will be covered in this class include:

      • 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

      11/29/2025

      Targets can be a powerful catalyst for remarkable achievements - from landing humans on the moon to eradicating smallpox and repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life.

      This course uses real-world examples and case studies to guide you through a practical, step-by-step process for crafting robust, effective, and credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.


      Speakers:
      Bernie Smith
      11/29/2025
      This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment.  How should you handle these issues?  We will detail a better thought process to help you avoid ‘crossing the line.’ 

      Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!


      Speakers:
      Bob Mims, CPA
      Rob Berry, CPA
      11/29/2025
      One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation you will be able to...
      Recognize the value proposition for deploying the OneDrive Sync app
      Identify all the steps necessary to setup the Sync app properly

      Instructor:
      John Higgins, CPA.CITP

      Fields of Study:
      Computer Software & Applications

      Major Topics:

      The major topics covered in this course include:

      • 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
      11/29/2025
      Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this course, you will be able to...
      Select a recruiting process and strategies for attracting and hiring diverse talent in accord with ethical principles
      Identify how to plan for the employment
      Distinguish how to conduct a legal and ethical interview.
      Recognize the importance of employer branding in the recruitment process.
      Indicate how bias can play out in the selection process and suggestions to minimize bias.>

      Instructor:
      Robbie Glantz and Jennifer Sullivan

      Fields of Study:
      Behavioral Ethics

      Major Topics:

      The major topics covered in this course include:

      • Discussion of ethical and effective recruiting strategies
      • Selection processes that foster diversity and inclusion
      • How to increase talent pools to ensure hiring success
      11/29/2025

      Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine.  We then will discuss the formation of an efficient cash management program based on solid banker relationships.  Finally, we will review Ten Steps for keeping your financial toolbox full.


      Speakers:
      William F. O’Brien, MBA, CPA
      11/29/2025

      This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.


      Speakers:
      Jonathan Robinson, MA, MFT
      11/29/2025
      In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress.

      Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today.

      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Distinguish between healthy and unhealthy coping mechanisms for managing stress and anxiety.
      Recognize the signs of burnout and implement practical tools and strategies to help create a balanced, fulfilling life.
      Select effective strategies for improving sleep, nutrition, and overall wellness.

      Instructor:
      Alexis Smith, PA-C

      Fields of Study:
      Personal Development

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/29/2025
      CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit.

      Objectives:
      • Understand the attributes of ethics and professional conduct
      • Identify ethical issues that occur every day in the work environment
      • Understand those deliberative, emotional, and social skills that enable a CPA to put their knowledge of the rules into practice in ways that are applicable to any situation
      • Understand CPA Independence issues and professional conduct

      Presenters:
      Ken Levine

      Field of Study:
      Regulatory Ethics (4)

      Major Topics:
      • 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
      11/29/2025

      Professional Codes of Conduct make Ethics seem easy and clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut.  What should be considered?  We will explain how you can be more diligent and maintain awareness of ethical issues to become more effective and enhance the reputation of the profession.    


      Speakers:
      Don Minges, MBA
      J. Michael Inzina
      11/29/2025

      Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing

      Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.


      Speakers:
      Thomas G. Stephens Jr., CPA.CITP, CGMA
      11/29/2025
      When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.

      Objectives:
      • Understand key issues regarding exit planning
      • Discuss tax implications of exit planning strategies
      • Compare exit planning between entity types (C corporations, S corporations, partnerships, etc.)

      Presenters:
      Bob Lickwar, CPA

      Field of Study:
      Taxes (2)

      Major Topics:
      • 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
      11/29/2025
      This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

      Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.


      This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

      Objectives:
      After attending this presentation, you will be able to...
      Identify exactly what a CFO/Advisor does
      Determine if you're qualified to provide CFO/Advisory services
      Replace your income with just advisory clients
      Package and price your advisory services
      Combine tax and advisory services (if you still want to offer tax)
      Deliver an advisory service in a way that keeps clients coming back for more

      Instructor:
      Lacey Harnar

      Fields of Study:
      Accounting

      Major Topics:

      The major topics that will be covered in this course include:

      • 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.
      11/29/2025

      What if being nice, or specifically being a positive best version of yourself, made you a more effective leader?  Ethical leadership, is effective leadership. That’s what Dr. Cohen, noted psychologist, transformational speaker, executive coach, and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen’s work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen’s path to this work, what the Heliotropic Effect is, and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.


      Speakers:
      John L. Daly, MBA, CPA, CMA, CPIM
      Dr. Harry D. Cohen, PhD
      11/29/2025

      There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons?  How can we balance these opposing views? 

      This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions.


      Speakers:
      Don Minges, MBA
      Bob Mims, CPA
      11/30/2025

      Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise.

      Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.


      Speakers:
      Tracy Cooper, CPA