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CPE Catalog & Events

Conferences/UACPA Classes 51 Chapter/Special Events 7 Ethics 2988 Webinars 23863 OnDemand/Self Study 145 All 27055

Showing 23863 Webinars Results

Fiduciary Accounting & Tax Planning for Estates & Trusts

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Webinar

2.00 Credits

Member Price: $129

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

International Tax Lunch Series September 2025

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Webinar

1.00 Credits

Member Price: $55

Various tax topics from a legal perspective International, Federal and State tax matters

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

Navigating Leaves of Absence

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Webinar

1.00 Credits

Member Price: $39

Family Medical Leave Act - full time and intermittent Americans With Disabilities Act  Special rules for managers  Handling fraud, abuse, and performance issues in connection with a leave of absence 

Excelling at Excel: The Magic of Power Query

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Webinar

2.00 Credits

Member Price: $79

Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query

Interview Techniques & Detecting Deception

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Webinar

1.00 Credits

Member Price: $79

Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview

ChatGPT for Accountants: 50+ Use Cases

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Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making

Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation

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Webinar

3.00 Credits

Member Price: $99

Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession

Master the Art of CPA Communication: Boost Your Influence!

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication

K2's Accountant's Guide To QuickBooks Online

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Webinar

4.00 Credits

Member Price: $225

• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data

Advanced Excel: Hidden Secrets and Gems

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models

Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.

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Webinar

1.00 Credits

Member Price: $39

Appreciation Languages of appreciation Appreciation strategies

Tax Implications of Retirement Plan Distributions

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0

PowerPoint: Tips & Tricks for Today's Accountant

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Webinar

2.00 Credits

Member Price: $79

Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint

Advanced Excel for Staff - Build Reports and Analyze Data

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Webinar

2.00 Credits

Member Price: $89

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.

Closely Held Business Owner Financial Planning Opportunities 25-26

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Webinar

2.00 Credits

Member Price: $99

Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning

Surgent's Understanding How the IRS Rewards Whistleblowers

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Webinar

2.00 Credits

Member Price: $99

Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims

Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares

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Webinar

2.00 Credits

Member Price: $99

Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules

The Art of the Interview 25-26

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Webinar

2.00 Credits

Member Price: $99

Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.

Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1

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Webinar

1.20 Credits

Member Price: $79

Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards