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CPE Catalog & Events

Conferences/UACPA Classes 114 Chapter/Special Events 8 Ethics 2485 Webinars 19255 OnDemand/Self Study 796 All 22659

Showing 19255 Webinars Results

K2's CPA Firm Update

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Webinar

2.00 Credits

Member Price: $79

Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations Optimal technology stacks to enhance firm productivity, efficiency, and profitability Cybersecurity advancements. Proactive approaches to safeguarding client and firm data

Navigating Tax Court for Non-Lawyers 25-26

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Webinar

2.00 Credits

Member Price: $99

Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help

Surgent's The Accountant as the Expert Witness

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Webinar

2.00 Credits

Member Price: $99

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

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

All About Fraud - Examples, Prevention and Auditing

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Webinar

4.00 Credits

Member Price: $129

Auditing Yellowbook

Generative AI Strategy for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

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Webinar

4.00 Credits

Member Price: $159

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

Interviewing, Onboarding and Training 101

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Webinar

1.00 Credits

Member Price: $39

Best practices on interviewing Best practices for onboarding  Best practices with training

Small Firm Issues Series (12/10/2025)

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TBD

1.00 Credits

Member Price: $75

Small firm trends Common pitfalls Best practices used across the country Q&A session

Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!

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Webinar

1.00 Credits

Member Price: $39

Communications Self-Awareness Leadership 

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 

Safety Synergy: Uniting Elements for a Secure Workplace

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Webinar

1.20 Credits

Member Price: $39

How to evaluate physical security  Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview

Thinking Like an Auditor When Preparing Your Financial Statements

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Webinar

2.00 Credits

Member Price: $79

Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks

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

Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties

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Webinar

2.00 Credits

Member Price: $99

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

Surgent's Unique Tax Attributes of Different Entity Types

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Webinar

2.00 Credits

Member Price: $99

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?

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

Independence for Auditors - AICPA, PCAOB, GAO & DOL

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Webinar

4.00 Credits

Member Price: $129

Auditing Yellowbook AICPA, GAO, DOL and PCAOB

Allison McLeod's Federal Tax Updates for Individuals - 4 Hour

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Webinar

4.00 Credits

Member Price: $129

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

Building a Better Budget in a Time of Uncertainty

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting