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.
The SECURE Act 2.0 – Planning Opportunities for Individuals
-
Webinar
1.00 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Revenue Recognition Topic 606 - Identify the Contract Part 1
-
Webinar
1.00 Credits
Member Price: $39
Revenue Recognition
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
-
Webinar
2.00 Credits
Member Price: $89
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
K2's Taking A Fresh Look At Teams
-
Webinar
2.00 Credits
Member Price: $89
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
Accounting for People: Workforce Trends, Costs, and Talent
-
Webinar
1.00 Credits
Member Price: $89
Trends in the modern workforce: demographics, generational shifts, remote work, and engagement The true cost of talent: hiring, retention, and turnover People as assets versus people as liabilities The varied challenges in accounting for human capital Metrics that matter: KPIs for employee performance and value Integrating people costs into financial strategy Navigating compliance, risk, and benefits
2026/27 Not-for-Profit Accounting & Auditing Update
-
Webinar
4.00 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
K2’s Mastering Advanced Excel Functions
-
Webinar
4.00 Credits
Member Price: $149
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
Webinar
4.00 Credits
Member Price: $149
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
360 Budgeting: A Holistic Approach to Process and Solutions
-
Webinar
8.00 Credits
Member Price: $250
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Preparing for & Conducting Discharge Meetings
-
Webinar
1.00 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
-
Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
Webinar
2.00 Credits
Member Price: $89
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Leaders Eat Last. Why? The Characteristics of Great Leaders
-
Webinar
2.00 Credits
Member Price: $89
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
-
Webinar
2.00 Credits
Member Price: $89
How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work? Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget
K2’s Collaboration – Best Platforms And Practices
-
Webinar
2.00 Credits
Member Price: $89
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
International Tax Treaties
-
Webinar
2.00 Credits
Member Price: $89
Tax treaties Tax impact of cross-border transactions
International Cross Border Transactions
-
Webinar
2.00 Credits
Member Price: $89
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
-
Webinar
2.00 Credits
Member Price: $89
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue Creating and sustaining a customer value pyramid
Expand Your Analytical Toolbox More Tools for Success
-
Webinar
4.00 Credits
Member Price: $149
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Common Yellow Book & Single Audit Deficiencies
-
Webinar
4.00 Credits
Member Price: $149
Common peer review deficiencies in Yellow Book engagements Common peer review deficiencies in Single Audit engagements Yellow Book requirements (independence, CPE, reporting) Single Audit compliance requirements Internal controls over compliance Compliance testing and major program determination Root causes of audit deficiencies and prevention strategies