CPE Catalog & Member Events
Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.
Multistate Taxation - Issues and Planning Opportunities
-
Webinar
8.00 Credits
Member Price: $250
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Strategic CFO Series - Big Picture Skills
-
Webinar
8.00 Credits
Member Price: $250
Strategic CFO – Strategic Financial Communications Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together Strategic CFO – Developing Strategy and the Why Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders Strategic CFO – Strategic Risk Management 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 Strategic CFO – Strategic Cash Management What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
Exercise Your Ethics: Techniques to Improve Ethical Response
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
Tricks and Treats to Avoid Litigation
-
Webinar
1.00 Credits
Member Price: $39
Key concepts of effective employee relations Balancing employee and employer rights Handling employee complaints Addressing personality & attitude problems
Effective Governance for Nonprofit Success
-
Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
K2’s AI – Better Prompts, Better Results
-
Webinar
1.00 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
Mining Your Firm Client Database for Revenue
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
Addressing Common Documentation Deficiencies
-
Webinar
2.00 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 4: Managing Supply Chain Risks, Data Analytics, and Busines
-
Webinar
2.00 Credits
Member Price: $89
Third-party risks Supply chain Data analytics Risk management Operational resilience
K2's AI Accounting And Fraud Detection
-
Webinar
2.00 Credits
Member Price: $89
AI-based accounting software and general ledger innovations ROI measurement and tech investment strategy Low-code/no-code and vibe coding for process automation
K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
-
Webinar
2.00 Credits
Member Price: $89
Financial fraud and embezzlement case studies Cybercrime, data breaches, and AI-enabled fraud Practical ethics, controls, and compliance lessons for prevention
More Money: Strategic Ways to Improve Cash Flow
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
The Complete Guide to the Preparation of Form 1041
-
Webinar
8.00 Credits
Member Price: $250
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation
Finding Errors in Excel Spreadsheets
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Individual Tax Update: OBBA and Recent Developments
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Supervised AI Agents as Internal Audit Team Members
-
Webinar
1.00 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
-
Webinar
1.00 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
-
Webinar
1.00 Credits
Member Price: $39
Leadership Professional Development Time Management
Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressures
-
Webinar
2.00 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
I want the TRUTH: Preparing to be an Expert Witness
-
Webinar
2.00 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques