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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 26985 Partner Webcasts Results

Cryptocurrency Transactions: Navigating Federal Tax Rules

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Webinar

1.00 Credits

Member Price: $29

Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example

Five Amazing Business Books in 100 Minutes

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Webinar

2.00 Credits

Member Price: $79

Five business books, including,    “Leaders Eat Last”, by Simon Sinek,   “Zero to One” by Peter Thiel,   “American Icon” by Bryce Hoffman,   “Slide:ology” by Nancy Duarte, and   “Brain Rules” by John Molina.

Common Deficiencies in Employee Benefit Plans

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Webinar

2.00 Credits

Member Price: $79

EBP Auditing Yellowbook

Surgent's Business Writing: Professional & Effective Emails

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Webinar

2.00 Credits

Member Price: $99

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails

The Bookkeeper Goes to Prison

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Retirement Planning Issues: Where We Stand Now

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Webinar

4.00 Credits

Member Price: $129

Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)

Build a Data Model for Analysis in Power BI

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.

K2's Implementing Internal Controls In Quickbooks Environments

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Webinar

4.00 Credits

Member Price: $129

Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments

An Ethical Approach to Mental Health Issues at Work

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally

K2's After QuickBooks, What's Next?

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Webinar

1.00 Credits

Member Price: $39

Transitioning from QuickBooks Pro and Premier – challenges and opportunities Overview and comparison of leading accounting software solutions Implementation strategies and best practices for modern accounting platforms

Awesome Business Lessons from the Past: Learn from the Best!

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Webinar

2.00 Credits

Member Price: $79

The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward

Change Management: Your Leadership Role for Aligning Profits & Culture

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Webinar

2.00 Credits

Member Price: $79

Why professional agility is critical, and how to develop it Foundational models for change management Proven strategies to prepare for change as individuals, teams & organizations Implementing change: A how-to look Leading through change for success of all involved

K2'S Tech Update

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Webinar

2.00 Credits

Member Price: $79

Trends in AI and machine learning Applications of quantum computing in accounting and finance The growing role of blockchain and digital currencies in accounting Innovations in software and hardware

Synchronize Your Files to the Cloud with SharePoint -Updated

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

2025 Not-for-Profit Accounting & Auditing Update

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Webinar

3.00 Credits

Member Price: $99

Yellowbook Auditing Accounting

The Art of Marketing for CPAs

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Webinar

4.00 Credits

Member Price: $129

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

AI Privacy, Security, and Compliance Masterclass

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction:  What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways

Bears Will Be Bears - Fraudsters Too

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Webinar

2.00 Credits

Member Price: $79

Internal Controls Fraud Prevention Fraud Detection Fraud Investigation

Considerations of Fraud

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Webinar

2.00 Credits

Member Price: $79

AU-C 240 Auditing Yellowbook

Build Better Budgets: Fundamental Techniques

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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