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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 14226 Partner Webcasts Results

Ethics: IRS Behavioral Insights for Accountants

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Webinar

2.00 Credits

Member Price: $89

Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes

Mergers and Acquisitions: Complete Guide to Relevant Issues

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Webinar

2.00 Credits

Member Price: $79

Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination

The Successful Family Business

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Webinar

4.00 Credits

Member Price: $129

Business Management Organization  

K2'S Artificial Intelligence For Accounting And Financial Professionals

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Webinar

4.50 Credits

Member Price: $129

Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting

The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies

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Webinar

4.00 Credits

Member Price: $129

Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs  Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found

CPA to CFO

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:The steps necessary to effectively transform a tax or accounting practice into an advisory service.What it means to be a CFO/advisor to small-to-medium sizes businesses.What qualifications are necessary to offer an advisory service.How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

K2's Ten PDF Tips You Need To Know

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Webinar

1.00 Credits

Member Price: $39

Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs

K2's What's New With QuickBooks

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Webinar

1.00 Credits

Member Price: $39

Licensing issues Pricing updates New and improved features Transitioning from QuickBooks Desktop to QuickBooks Online

K2's Next Level Home Networking

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Webinar

1.00 Credits

Member Price: $39

Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs Hardware options and examples of solutions for every budget Tips and tricks for rebuilding your home network to meet your needs today and into the future

Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis

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Webinar

2.00 Credits

Member Price: $79

Forensic Accounting Accounting Auditing Finance

Data Analytics: Practical Insights for Today's Accountant

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Webinar

2.00 Credits

Member Price: $79

Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics

Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle

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Webinar

2.00 Credits

Member Price: $79

Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents

Ethical Intelligence for Artificial Intelligence

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Webinar

2.00 Credits

Member Price: $79

Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations

Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT

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Webinar

2.00 Credits

Member Price: $79

AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective

The Current and Future Landscape of Audit Technology

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Webinar

2.00 Credits

Member Price: $79

AI Auditing & Accounting Yellowbook

Microsoft 365 Application Lightning Round Review-Updated

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps

Introduction to Ethics & Professional Skepticism

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Webinar

2.00 Credits

Member Price: $79

Code of Ethics for Professional Accountants Yellowbook Auditing

Performing Preparation, Compilation and Review Engagements

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Webinar

2.00 Credits

Member Price: $125

Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service

Using ChatGPT with Excel

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros

Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1

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Webinar

2.00 Credits

Member Price: $79

Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards