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.
Retirement Planning: Next Stage for You or Your Client
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Nonprofit Tax Rules After OBBA: From Regulation to Reporting
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Webinar
2.00 Credits
Member Price: $89
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Advanced Excel for Staff - Build Reports and Analyze Data
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.
Cost of Capital: What It Is and How to Use It
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Webinar
2.00 Credits
Member Price: $89
Find your organization's cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes
Surgent's Information Security and Privacy
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Webinar
2.00 Credits
Member Price: $99
Covered entities and permitted uses and disclosures NIST framework Threat agents and attacks Cybersecurity risks Threat modeling and threat landscape Vulnerability management Layered security and defense-in-depth Protection of confidential data
Surgent's Unconscious Bias in the Workplace
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Webinar
2.00 Credits
Member Price: $99
Introduction to Unconscious Bias The “5 Things To Know” Framework Schemas and Mental Shortcuts Types of Unconscious Bias Bias in Action: Workplace Impacts Microaggressions and Language The Four Stages of Competence Strategies for Change Tools and Resources
Todd and Julie Chrisley Go to Prison
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Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Fraud Assessment for Small and Medium Sized Businesses
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Webinar
4.00 Credits
Member Price: $149
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Securing Your Data with a Password Management App - Updated
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Creating A Culture of Trust
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Webinar
1.00 Credits
Member Price: $39
Culture Trust
Common Peer Review Deficiencies and How to Avoid Them
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Webinar
2.00 Credits
Member Price: $89
Defiicencies Peer reviews Auditing
Forgotten Managerial Accounting Tools
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Webinar
2.00 Credits
Member Price: $89
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
Ethics, AI, and Music: What Every CPA Must Know
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Transition from SSAE 16 to SSAE 18
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Webinar
1.00 Credits
Member Price: $45
SSAE 18 Intent Impact of Change Subservice Organization Modifications of SSAE 18 Monitoring Risk Assessment Complimentary Controls Evidence
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
K2’s AI – Better Prompts, Better Results
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Webinar
1.00 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
Addressing Common Documentation Deficiencies
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Webinar
2.00 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
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
Steps to Stop External Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators