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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 22743 Partner Webcasts Results

You Don't Know What You Don't Know About Microsoft Excel

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Webinar

8.00 Credits

Member Price: $239

The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

The Ethic of Recruitment and Selection

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success

HR Investigations - Episode 1 - Introduction-Assessing-Planning

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Webinar

1.00 Credits

Member Price: $39

Investigation terminology Assessment skills Investigative methodology

Understanding the 4 W's in Budgeting: Who, What, When, and Which?

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Webinar

2.00 Credits

Member Price: $79

Auditing & Accounting Yellowbook Budget Process

The Role of Internal Audit in SOX Compliance

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Webinar

2.00 Credits

Member Price: $79

Designing work plans for compliance testing Best practices for managing projects for effectiveness and efficiency Ensuring quality Information Produced/Provider by the Entity (IPE)

Practical Excel Topics for Today's Accountant

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Webinar

2.00 Credits

Member Price: $79

Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables Solver as a tool for performing multivariate analysis Mail merge Custom formatting

Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers

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Webinar

2.00 Credits

Member Price: $79

Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.

Advanced ChatGPT for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.

Navigating IRS Collections: Understanding Form 433 & Offer in Compromise

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Webinar

2.00 Credits

Member Price: $79

Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution

Surgent's Ins and Outs of Health Savings Accounts

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Webinar

2.00 Credits

Member Price: $99

Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Webinar

8.00 Credits

Member Price: $299

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Exploring the New Lease Accounting Standard

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

The Controllership Series - The Controller's Skillset

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Webinar

1.00 Credits

Member Price: $59

Accounting Finance Skills

Resistance to Resiliency: Striving for Technology Change Acceptance

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Webinar

1.00 Credits

Member Price: $39

Yellowbook Accounting and Auditing Strategic Alignment Model

The Controllership Series - The Controllers Role in Financial Forecasting

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance

K2's Backups Done Right

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Webinar

2.00 Credits

Member Price: $79

List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits

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

Corporate Fraud Risk & Investigations 25-26

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Webinar

4.00 Credits

Member Price: $175

Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations

Let's Meet at the Intersection of Fraud and Ethics

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Webinar

4.00 Credits

Member Price: $129

Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards

Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer

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Webinar

4.00 Credits

Member Price: $129

AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation