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.
Four Most Overlooked Business Risks: Preparing for the Future 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Systemic Risk• Strategic Risk• Culture Risk• Management Continuity Risk
Accounting and Auditing Update 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Review of new accounting standards issued in 2025 and 2026• Applicable changes to accounting for government grants and crypto currency• Compilation and review standards and interpretations (SSARS)• Auditing standards including a deep dive into the quality management standards
Estate Planning Strategies Using Irrevocable Trusts 26-27
-
Webinar
6.00 Credits
Member Price: $259
• The gift, estate, and income tax treatment of irrevocable trusts• The benefits and risks of spousal lifetime access trusts (SLATs)• Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs)• When to use life insurance trusts (ILITs) and dynasty trusts• The effectiveness of domestic asset protection trusts (DAPTs)
Four Most Overlooked Business Risks: Preparing for the Future 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Systemic Risk• Strategic Risk• Culture Risk• Management Continuity Risk
Build Your Team: Get Results 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Myths about teamwork• Lessons from great teams• Discuss the Five Dysfunctions of a Team• Key duties and attributes of a true leader• How to gain commitment• Create an action plan to harness teamwork
Financial Statement Analysis for Managers 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Pros/cons of ratio analysis• Cash flow analysis• Operating leverage vs. financial leverage• Effective financial performance measures
Fraud—How to Find, How to Prevent 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Fraud and its impact on our clients• Fraud prevention• Internal controls• Fraud risks• Fraud prevention tips
Build Your Team: Get Results 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Myths about teamwork• Lessons from great teams• Discuss the Five Dysfunctions of a Team• Key duties and attributes of a true leader• How to gain commitment• Create an action plan to harness teamwork
Financial Accounting Standards: A Comprehensive Review 26-27
-
Webinar
16.00 Credits
Member Price: $589
• Application of professional judgment• Codification, GAAP and the GAAP hierarchy• Recent changes in financial statement presentation• Hot Topics in financial reporting & accounting
Not-For-Profit Organizations: Financial Overview 26-27
-
Webinar
3.00 Credits
Member Price: $139
• Financial entity• IRS filing status• Recent ASC updates affecting nonprofit entities
Preparing Financial Statements for Clients 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Preparation engagement definition and risk assessment• Materiality• Misstatements & Fraud• Client acceptance and continuation• Engagement letters• Prospective financial statements
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
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services• Tax shelter and reportable transaction issues in depth• Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Predicting the Future: 21st Century Budgets and Projections 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Why great predictions are not intuitive• How to separate correlation from causation• How to recognize and overcome bias• Learn from the past without hindsight bias• Why the many purposes and types of budgets and projections cause distortions• How benchmarking and metrics have changed the budget process
Preparing Quality of Earnings Analysis 26-27
-
Webinar
3.00 Credits
Member Price: $139
• Uses of a Quality of Earnings Report• Information needed to prepare the report• Overlapping enterprise valuation concepts• Various adjustments to "as reported" EBITDA
Financial Statement Disclosures 26-27
-
Webinar
8.00 Credits
Member Price: $329
• General requirements• Balance Sheet, income statement and cash flow• Stockholders" equity• Business combination and consolidation
World Class Cost Accounting: A Practical Application—Part 1 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Classification of the five cost types• Direct Materials'comprehensive coverage• Direct Labor'labor burden costs
Financial Statement Disclosures 26-27
-
Webinar
8.00 Credits
Member Price: $329
• General requirements• Balance Sheet, income statement and cash flow• Stockholders" equity• Business combination and consolidation
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
-
Webinar
8.00 Credits
Member Price: $329
• ASU effective in 2024 and beyond • Recent SAS • Selected ethics interpretations
World Class Cost Accounting: A Practical Application—Part 2 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Classification of MFG overhead into the five cost types• Selecting the bases for tracing or assigning overhead to products• Period Manufacturing Inefficiencies'categories and costing