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.
Generation Intelligence: Navigating the Generational Divide
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Webinar
1.00 Credits
Member Price: $39
Generations
2026/27 Not-for-Profit GAAP Update
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
Functional Approach to Employee Benefits
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Webinar
1.50 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
Advanced Excel: Hidden Secrets and Gems
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Webinar
2.00 Credits
Member Price: $89
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Inventory Accounting GAAP, Software and Recognizing Variances
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Webinar
2.00 Credits
Member Price: $89
Inventory accounting GAAP Methods for dealing with variances
Written Information Security Plans
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Ethics: 10 Crucial Qualities of High Character CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Navigating IRS Authorizations: Form 2848 & Form 8821
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Profitability Pricing: Boost your Bottom Line
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Webinar
2.00 Credits
Member Price: $89
Competitive bids Achieving target profitability
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job
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Webinar
2.00 Credits
Member Price: $89
Ethics Resolving Conflict
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Webinar
2.00 Credits
Member Price: $89
PivotTable basics Row fields Value fields Column fields Filters Updating data automatically in PivotTables Groups and subtotals Value formats
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Webinar
4.00 Credits
Member Price: $159
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Webinar
4.00 Credits
Member Price: $159
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Forensic Accounting: Investigating Divorce Cases
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
How Recent Auditing Standards Improve Risk-Based Audits
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
Advanced Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Taxation of investments• Reporting of business income and losses from pass-through entities including loss limitations• Non-income taxes that impact individual income tax returns• Retirement contributions and planning• Alternative Minimum Tax (ATM)• Social Security taxation• Charitable contribution planning with limitations
Tax Planning for Sole Proprietors & Other Business Owners 26-27
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Webinar
8.00 Credits
Member Price: $329
• An overview of the business-related tax changes in the One Big Beautiful Bill• Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business• Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices• Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans• Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction• Avoiding the at-risk and passive activity loss limitations• Making the right business entity election• In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
Shortcuts to Personal and Professional Success
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Webinar
8.00 Credits
Member Price: $250
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
Building Security and Efficiency With Internal Control
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Surgent's Single Auditing Made Simple
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Webinar
8.00 Credits
Member Price: $279
The key requirements and responsibilities related to the schedule of expenditures of federal awards and major program determination How the auditor determines the direct and material compliance requirements, obtains an understanding of and tests the related internal controls, and performs compliance testing The development and reporting of findings in the schedule of findings and questioned costs Additional performance and reporting responsibilities