CPE + Events Catalog

Despite the growing interest in blockchain (BC) technology, recent research shows mixed perceptions due to its risks and returns. We utilize event study methodology to examine overall market reactions and to delineate how specific contexts associated with BC technology influence market reactions. Using 149 BC technology adoptions announced between January 2015 and December 2019, we find positive abnormal returns, reflecting investors - optimistic perception toward BC technology adoption. Specifically, we find that abnormal returns from BC technology are higher when used in a transformative strategic role and offered by leading vendors, suggesting that investors view this adoption as a value-enhancing activity. Our results are robust to the use of an alternative sample and different methods of measuring variables. Overall, our study provides insights for academics and practitioners to better understand the market value of BC technology adoptions.

A compelling narrative of Tom Hardin's Tipper X experience, offering vital lessons in ethics tailored for the accounting profession. By intertwining personal experiences with practical insights, this session seeks to clarify the intricacies of ethical decision-making, emphasizing the importance of integrity and accountability in professional practice. This session was recorded on March 19, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.

Businesses are increasingly evaluated on factors beyond their balance sheets. Jennifer Harrity explores the realm of sustainability and the unique role accounting firms play in offering this essential service, providing a comprehensive view of clients and their organizational health. We will define sustainability in the context of modern business and discuss its emergence as a significant disruptor. You will discover how accounting firms can integrate into this progressive landscape and gain insights into one of the fastest-growing ESG (Environmental, Social, and Governance) frameworks: B Corporation certification.

After this session examining the psychology of investigators and perpetrators, you'll never think about fraud the same way again. This story-based presentation will use first-hand accounts and the latest research to show why some traditional investigational practices are more harmful than helpful. This course exposes myths and dangers lurking in our assumptions about fraud. We'll explore misunderstandings about skepticism and learn how auditors and investigators may unwittingly assist the same fraud schemes they are trying to thwart. We will challenge the industry's "sacred cows" and help develop more effective thinking approaches for fraud investigation, detection and deterrence.

Laurie Smith, Tax Partner at Wiss & Company, LLP, outlines how recent tax reforms require a shift from compliance to strategic advisory. This session explores key provisions and how they interact to impact planning. Attendees will learn to identify modeling risks, clarify client misconceptions, and recognize when deeper analysis is needed to guide smarter, multi-year tax decisions.

Passive income doesn't require substantial capital'it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.

Whether you're put on the spot while attending a meeting, presenting a proposal, selling an idea or answering a barrage of questions after a stressful presentation, being able to think on your feet in unexpected situations is a skill worth mastering. In this course, you will learn to take control of the moment, organize your thoughts, respond with confidence and be prepared to handle a difficult situation with diplomacy. Please note that this product will expire either on 06/30/2026 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

Develop a framework of "effective" time management. Identify the three time factors: time wasters or stealers, time savers and time management techniques. Highlight concepts that distinguish the relationship of time management and behavioral science versus traditional time management tools or gimmicks. Also, explore the need for managing oneself in order to improve the management of time. The webcast was originally broadcast on May 4, 2017. Note: There is a minimum passing rate of 70% for this course.

The tone at the top defines the foundation of a good company. It's also a hallmark of a company with fraud. What are the red flags? What difference can the CFO make? The recent focus on social responsibility impacts accounting. Meanwhile, investors and employees are reshaping business practices. Review fraud case studies examine corporate culture and the impact of executive personnel and master risk mitigation for organizations of all sizes.

Estate planning remains a vital component of personal and business tax strategy, even for families that may never incur estate tax. With the exemption equivalent to nearly $14 million in 2025 and scheduled to rise to $15 million in 2026, fewer estates will face federal estate tax; yet, planning remains essential. This course highlights the top issues practitioners need to understand, including portability, annual and lifetime exclusions, charitable and retirement plan considerations, valuation, trusts, and basis step-up rules. Through real-world examples, you'll gain practical guidance on helping clients preserve wealth, coordinate beneficiary designations, and create meaningful legacies. Estate planning is not just for the wealthy'it affects all clients.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This session was recorded at the Advisor Personal Financial Planning Conference , and is to help keep you on top of recent developments and the top 5 ways to fund your retirement.

Clients rely on their advisers more heavily to provide perspective and clarity as legislation and regulations evolve. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

The SECURE Act and follow-up IRS guidance turned retirement plan distribution rules on their head'especially when trusts are involved. Trusts are still a popular way to pass on IRAs and other retirement assets, but the tax treatment and distribution rules today look very different from the old playbook. In this course, we'll unpack the new landscape step by step. You'll get clear on the categories of beneficiaries, the common types of trusts used, and how distributions are actually reported. With practical examples and straightforward analysis, you'll walk away ready to: Evaluate beneficiary designations with confidence Spot tax consequences before they cause surprises Anticipate and navigate planning challenges under current law

Professional work rarely fails because of effort. It fails because the finish was never defined. In Turn Work Into Results, you will learn how to translate ambiguous requests into outcome-driven deliverables using the Name the Finish framework, a four-element system for clarifying scope, decision criteria, and measures of success before a single task begins. Through a realistic professional services case study, you will see how unclear expectations create rework and erode credibility at every level, and you will leave with a practical tool you can apply to the next deliverable in front of you.

This course provides CPAs with a thorough understanding of Environmental, Social, and Governance (ESG) standards, regulations, and their evolution. It explores the historical context and development of ESG, examines materiality and standardization, and covers recent regulatory developments, including the SEC's climate-related disclosure rules and California's Climate Corporate Data Accountability Act. By the end of the course, participants will be equipped to navigate the evolving ESG landscape, enhancing their ability to provide informed accounting services in this dynamic field.

Accounting and audit professionals need a clear understanding of SOC reports to manage risk and evaluate third-party providers. Jared James, CPA and IT security specialist, shares his SOC expertise in interpreting auditor opinions, control testing, and system descriptions with confidence.

In business, teams can contribute to major success or disintegrate into failure. Be sure that you're building a winning team by understanding the dynamics of teams in the workplace. Understand the relationship between the learned and what is required for successful performance within a team context. We'll focus on key team roles, characteristics of high-performing teams and other key success behaviors that support group morale and productivity. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on June 8, 2015.

Auditors and award recipients must understand the April 2024 Uniform Guidance revisions and the 2025 Compliance Supplement to stay compliant and avoid auditing under the wrong rules. Phil Marciano, Partner at Citrin Cooperman, highlights higher thresholds (single audit and Type A), expanded fixed amount subawards, and a higher de minimis indirect cost rate. He also emphasizes updated equipment rules, cybersecurity requirements, and timely FAC submissions to preserve low-risk status.

In today's business environment creative problem-solving and innovation are more important than ever to succeed. In this course, you'll discover how to unleash your own creative potential as well as that of your colleagues and teams. Learn when to take smart, educated risks; how to become a forward-thinking leader capable of generating fresh ideas, and how to see the positive aspects of failure. The helpful advice you'll receive in this course will bring both personal success and corporate success. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 3, 2015.

In this 2-hour interactive course, learn how Microsoft's Copilot brings artificial intelligence into Excel to streamline workflows, automate tasks, and uncover insights faster. Through hands-on demos and real-world examples, you'll see how Copilot boosts productivity, improves accuracy, and enhances decision-making. Whether you're new to Excel or an experienced user, you'll leave with practical strategies to integrate Copilot into your daily work and elevate your data analysis skills.