Skip to main content

CPE Catalog & Events

Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.

Course delivery

Our ISCPA CPE, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

Showing 10179 Partner Webcasts Results

How AI Fits into the Accounting World

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.

Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance

-

Webinar

2.00 Credits

Member Price: $79

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

Power BI - Bringing It All Together for Data Analysis

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity.Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models.Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models.Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Global Internal Audit Standards (GIAS) Domain III - Part 1

-

Webinar

2.50 Credits

Member Price: $79

Internal Audit GIAS IPPF Standards Accounting Internal Controls

Surgent's 2025 Tax Update for Client Advisory Services

-

Webinar

4.00 Credits

Member Price: $159

Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance

The Competent Accountant - Mastering the Role of the Controller/ CFO

-

Webinar

4.00 Credits

Member Price: $129

Business Management Organization

New Mergers & Acquisitions: Tricks, Traps, & Terrors

-

Webinar

4.00 Credits

Member Price: $129

Business Management Organization

K2's Better Productivity Through Artificial Intelligence

-

Webinar

4.00 Credits

Member Price: $129

Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier

Recruit. Retain. Engage. Mastering LinkedIn for HR Success

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

-

Webinar

4.00 Credits

Member Price: $159

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships

Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!

-

Webinar

1.00 Credits

Member Price: $39

Communications Self-Awareness Leadership 

What Does Fraud Look Like?

-

Webinar

2.00 Credits

Member Price: $79

Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there

Build Better Budgets: Fundamental Techniques

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting

Common Deficiencies in Employee Benefit Plans

-

Webinar

2.00 Credits

Member Price: $79

EBP Auditing Yellowbook

Current Audit Environment and ASB Activity

-

Webinar

2.00 Credits

Member Price: $125

Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)

Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals

-

Webinar

2.00 Credits

Member Price: $119

The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being

Tax Season Update for Business with Steve Dilley

-

Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update

A Practitioner's Guide to IRAs and Qualified Retirement Plans

-

Webinar

8.00 Credits

Member Price: $225

Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals

Was It Fraud or Just Poor Audit Quality?

-

Webinar

1.50 Credits

Member Price: $59

Financial statement manipulation Ethics enforcement process Auditor conflicts of interest

Excel Tips & Tricks for the Non-Accountant

-

Webinar

2.00 Credits

Member Price: $79

Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks