CPE Catalog & Events
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
-
Webinar
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
-
Webinar
8.00 Credits
Member Price: $225
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
AHI: Level II - Semi-Senior Staff Training
-
Webinar
24.00 Credits
Member Price: $700
Satisfy Client and CPA Firm Needs Apply Analytical Procedures Conduct Small Audits Perform Review Service Engagements Draft Financial Statement and Footnotes Improve Corporate Tax Knowledge
How to Build a Custom AI Chatbot and GPT in Plain English
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
Ethics - Keeping the Good from Breaking Bad
-
Webinar
1.00 Credits
Member Price: $39
Ethical business behavior Ethical business decisions
K2's Office Scripts - The New Macros
-
Webinar
2.00 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
Five Amazing Business Books in 100 Minutes
-
Webinar
2.00 Credits
Member Price: $79
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Monthly Federal Tax Updates - September 2025
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Preparation, Compilation and Review Issues - Highlights 25-26
-
Webinar
2.00 Credits
Member Price: $99
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
What's Going on at the AICPA (2025)
-
Webinar
1.50 Credits
Member Price: $99
EBP Audits Auditing AICPA
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Webinar
4.00 Credits
Member Price: $129
Business Management Organization
2025 Accounting & Auditing Update for Small Businesses
-
Webinar
4.00 Credits
Member Price: $149
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.
Exploring the New Lease Accounting Standard
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
Emotional Intelligence for Professionals: Mastering the Human Side of Success
-
Webinar
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Awesome Business Lessons from the Past: Learn from the Best!
-
Webinar
2.00 Credits
Member Price: $79
The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward
Excelling at Excel: Tips, Tricks and Updates
-
Webinar
2.00 Credits
Member Price: $79
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
Addressing Common Documentation Deficiencies
-
Webinar
2.00 Credits
Member Price: $79
AU-C 230 Auditing Yellowbook
Taxation of Non-fungible Tokens (NFTs)
-
Webinar
2.00 Credits
Member Price: $79
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Effectively Responding to IRS Letters
-
Webinar
2.00 Credits
Member Price: $79
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
Generative AI in Practice-Boost Efficiency and Profitability
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services