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.
Monthly Federal Tax Updates - November 2026
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
PFP Update: Investment Planning in This New Era 26-27
-
Webinar
2.00 Credits
Member Price: $99
• Develop, design and monitor client investment portfolios• Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships• Assessomg market conditions in a very unique and different environment• How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues• How investment vehicles work together to manage risk/return relationships• How to build, monitor, evaluate and re-design an investment portfolio
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
-
Webinar
4.00 Credits
Member Price: $99
• Case studies and participant discussions will highlight these cash management issues:• Manage cash electronically• Encourage customers to pay faster• Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts
Clarifying Risk Assessment - SAS 145 and Beyond 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Assessing the risk of material misstatement• Mandatory risk assessment procedures• Evaluating internal controls• Responding to risk assessment with appropriate audit procedures• Complying with revised and expanded documentation requirements
Ethical Intelligence: Global Case Studies & Standards 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Ethical Responsibilities for CPAs• AICPA Code of Professional Conduct• PCAOB Independence & Ethics• Sarbanes—Oxley Act• Circular 230• Foreign Corrupt Practices Act• Whistleblower & Reporting Duties (incl. Dodd-Frank)• California State Board Ethics & Enforcement• Data Privacy & Confidentiality (CCPA/CPRA)
Critical Soft Skills for CFOs and Controllers
-
Webinar
4.00 Credits
Member Price: $149
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Ways to Detect AI Fraud and Deception
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How AI is used for deception.Specific ways to determine when AI is being employed.Controls measures to aid in efforts to thwart AI fraud.
Audits of HUD Assisted Projects 26-27
-
Webinar
6.00 Credits
Member Price: $259
• Audit requirements• Audit procedures• Requirements under HUD Consolidated Audit Guide and the Uniform Guidance
Yellow Book: Application of GAGAS Principles
-
Webinar
6.00 Credits
Member Price: $239
Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review
Interviewing, Onboarding and Training 101
-
Webinar
1.00 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
CPA to CFO: Essential Competencies for Finance Leaders
-
Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
It Is Legal, But Is It Really Ethical?
-
Webinar
1.00 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
The Controllership Series: The Controller's Role in Debt Management
-
Webinar
1.50 Credits
Member Price: $79
Accounting Treasury Finance
White-Collar Crime: What Every CPA Should Know
-
Webinar
2.00 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
-
Webinar
2.00 Credits
Member Price: $89
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
Yellow Book Ethics
-
Webinar
2.00 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook
IFRS vs. US GAAP - Major Accounting Differences
-
Webinar
2.00 Credits
Member Price: $89
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
-
Webinar
2.00 Credits
Member Price: $99
Talent Strategy Leadership AI Adaptability Future of Work Succession
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
-
Webinar
2.00 Credits
Member Price: $89
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
K2’s Eight Awesome PivotTable Features
-
Webinar
2.00 Credits
Member Price: $89
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate "standard" Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables