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CPE Catalog & Events

Conferences/UACPA Classes 82 Chapter/Special Events 16 Ethics 2767 Webinars 23958 OnDemand/Self Study 708 All 27546

Showing 20401-20420 of 27546 Results (Page 1021 of 1378)

ACPEN: K2's Technology's Seven (Not Quite) Deadly Sins

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Webinar

1.00 Credits

Member Price: $39

Key features in Windows that you may not currently use The importance of Zero Trust Security Models Why applying updates is important Collaboration tools and features  

Corporate Finance Technology Selection: Practical Frameworks

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)

ACPEN: Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilie

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Webinar

1.40 Credits

Member Price: $39

Risks Accounting Finance Economy Information Technology Data Governance

ACPEN: Ethics, Tax Practice & The Cannabis Industry

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Webinar

2.00 Credits

Member Price: $89

Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients

How to Audit Cash

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform

Surgent's Tax Update for Client Advisory Services

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Webinar

4.00 Credits

Member Price: $159

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

ACPEN: Shorten Month-End - Closing Best Practices

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Webinar

4.00 Credits

Member Price: $149

Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit

ACPEN: Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies

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Webinar

4.00 Credits

Member Price: $149

Strategic Finance Leadership Advanced Financial Analysis Business Intelligence & AI in Finance Economic Intelligence for Decision Makers Operational Insight & Business Strategy The Future Role of the Controller/CFO

ACPEN: Fiduciary Accounting & Tax Planning for Estates & Trusts

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Webinar

4.00 Credits

Member Price: $149

Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts

Al Capone to Cybercrime: The Journey of IRS Special Agents

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Webinar

4.00 Credits

Member Price: $149

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.

ACPEN: The Complete Guide to the Preparation of Form 1041

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Webinar

8.00 Credits

Member Price: $250

Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation

Tax Update: "One Big Beautiful Bill"

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesEducation Incentives: Student loan discharge, 529 plan expansion, new “TRUMP Accounts”Business Taxation: Bonus depreciation, 199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption threshold, charitable deduction changesCompliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes

What's Behind the Data?

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

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Webinar

4.00 Credits

Member Price: $159

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships

ACPEN: Supervised AI Agents as Public CPA Audit Team Members

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Webinar

1.00 Credits

Member Price: $39

Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.

ACPEN: Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization

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Webinar

1.00 Credits

Member Price: $39

Creative Thinking Productivity Neurodiversity Inclusion Employee Retention

ACPEN: The Future of Work - Building a New Model of Work

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Webinar

1.20 Credits

Member Price: $39

Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture

ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence an

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Webinar

1.60 Credits

Member Price: $79

Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks

ACPEN: Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words

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Webinar

2.00 Credits

Member Price: $89

Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations

Criminal Tax: How CPAs Bring Value to Defense Attorneys

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Webinar

2.00 Credits

Member Price: $89

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.