CPE + Events Catalog
View or download your copy of The Resource today!
Advanced ChatGPT for Accountants (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Complete Guide to Analyze Data with Excel PivotTables (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Take Command of your Time (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Implementing an AI-Enabled Marketing Strategy for Your Firm (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $55
See more dates
Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Risk Assessment Under SAS No. 145: The Key to Audit Quality? (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
A Working Parent's Guide to Prioritizing Mental Wellness (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being. The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary, and how to seek help without guilt or hesitation. Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience, and rediscover joy in both your professional and personal roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Defining Where and Why Internal Controls are Needed (2 hours - late morning) - Webcast
-
Online
2.0 Credits
Member Price: $105
Most organizations have many of the basic controls required to operate in place. However, a notably percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created and show in detail some specific controls that would be beneficial if utilized. Those wishing to strength an internal control system should consider this session strongly.OSCPA has partnered with the Washington Society of CPAs for this event.
Surgent's Controllership Skills Update: Current Survival Skills (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations, additional examples of M&A, alliances and strategic spin-offs/splits, methods to improve efficiency from existing activities, the impact of COVID-19, as well as current organizational changes employed to manage and accelerate growth.
More Dates
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.
More Dates
Preparation, Compilation, and Review Engagements: Update and Review (4 hours)
-
Online
4.0 Credits
Member Price: $225
See more dates
By reviewing the latest developments and issues relevant to preparation, compilation and review engagements, you'll be able to adhere to professional standards while performing these types of engagements.
More Dates
Ethics: How to Run Your Business Well (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Master the Art of CPA Communication: Boost Your Influence! (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Ethical Performance Management (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Taxation of the Mobile Workforce (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue, so that you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.
More Dates
AI for CPAs - How it Works and How to Apply it (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
2025 Not-for-Profit GAAP Update (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Recruit. Retain. Engage. Mastering LinkedIn for HR Success (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Criminal Tax: How CPAs Bring Value to Defense Attorneys (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Fraud & Embezzlement: Case Studies from the Trenches (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
ChatGPT: What Every CPA Should Know-Updated (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.