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CPE Catalog & Events

Conferences/UACPA Classes 82 Chapter/Special Events 16 Ethics 2666 Webinars 23192 OnDemand/Self Study 708 All 26679

Showing 15301-15320 of 23192 Results (Page 766 of 1160)

ACPEN: Everything You Need to Know About the Pass-Through Entity Rules: IRC §199A The Code and Regulations

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Webinar

4.00 Credits

Member Price: $149

Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations

ACPEN: Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes

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Webinar

4.00 Credits

Member Price: $149

Leadership Management

ACPEN: Estate and Financial Planning for the Older Client

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Webinar

8.00 Credits

Member Price: $250

Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients

Securing Your Data with a Password Management App - Updated

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault

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: The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud

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Webinar

1.50 Credits

Member Price: $79

Accounting Finance Procurement Inventory

ACPEN: K2’s Microsoft Copilot, Including Agentic AI

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Webinar

2.00 Credits

Member Price: $89

Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with agentic AI Identifying key privacy and security features in Copilot Understanding and deploying agentic AI

ACPEN: Strategic CFO – Strategic Risk Management

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Webinar

2.00 Credits

Member Price: $89

Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization

Compilation, Preparation and Review Basics and Peer Reviews

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Webinar

2.00 Credits

Member Price: $89

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.

K2's Excel Tips, Tricks, and Techniques for Accountants 26-27

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Webinar

2.00 Credits

Member Price: $99

Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel

Surgent's Capital Assets: Basis and Taxation for Financial Professionals

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Webinar

2.00 Credits

Member Price: $119

Capital asset classification and basis determination Realization vs. recognition rules and special scenarios Disallowed losses and related limitations Types of capital gains and losses and their tax treatment Netting capital gains and losses Calculating taxes on ordinary income and capital gains Marginal vs. effective tax rates Tax planning strategies for capital assets

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

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Webinar

2.00 Credits

Member Price: $119

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

Surgent's Business Law for Small Business Owners

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Webinar

4.00 Credits

Member Price: $159

Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law

ACPEN: The Role of Internal Control in the Risk-Based Audit

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Webinar

4.00 Credits

Member Price: $149

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

Estate & Trust Primer - Tax Staff Essentials

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Webinar

4.00 Credits

Member Price: $139

Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning

Fraud, Controls & Ethics: Best Practices & Case Studies

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards

Technology Trends for CPAs and CFOs: 2026 Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsIoT (Internet of Things) and Big DataData analytics and KPI dashboards the new financial reporting modelGenerative AI and Agentic AI in 2026Blockchain technology and smart contractsCryptocurrency 15 market and technology updateCurrent state of the software applications technology

The One Big Beautiful Bill: 2025 tax legislation

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business  International  Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions 

ACPEN: The Controllership Series: The Controller's Role in Artificial Intelligence

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Webinar

1.40 Credits

Member Price: $39

Accounting Finance

ACPEN: The Controller Function - Elevating the Role

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Webinar

1.50 Credits

Member Price: $79

Accounting Finance Auditing Business Development