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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 15509 Partner Webcasts Results

Invest in Your Mental Health and Avoid Burnout

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.

K2's Formatting Excel Spreadsheets The Right Way

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Webinar

2.00 Credits

Member Price: $79

Creating and using Styles in Excel The Accounting Format and why you should use it How to Create Custom Formats   Formatting dates for maximum impact The advantages of storing formats in templates

K2's Taking Another Look At PDFs

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Webinar

2.00 Credits

Member Price: $79

Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security

The Seven High Quality Questions that Lead to Success & Solutions

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Webinar

2.50 Credits

Member Price: $79

Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models  

K2's Technology For CPAs - Don't Get Left Behind

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Webinar

8.00 Credits

Member Price: $225

Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC

Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond

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Webinar

8.00 Credits

Member Price: $245

Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations

Ethics: How to Give and Receive Criticism the Right Way

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way

K2's 2023 Using OneNote More And Email Less

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Webinar

2.00 Credits

Member Price: $79

Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email

Ethical Practices and Responsibilities Under Circular 230

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Webinar

2.00 Credits

Member Price: $79

Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230

Financial Acumen for Today's HR Leader

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Webinar

2.00 Credits

Member Price: $79

Financial Statement Insight Trend Analysis Financial Benchmarks

How to Audit Cash

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform

Strategic Government Budgeting: Tools for Long-Term Sustainability

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Webinar

2.00 Credits

Member Price: $79

Forecasting & Budgeting Auditing & Accounting Yellowbook

Supporting Mental Wellness to Thrive in Work and Life

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.

Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203

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Webinar

2.00 Credits

Member Price: $99

Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing

Surgent's Hiring New Workers and Payroll Taxes

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Webinar

2.00 Credits

Member Price: $99

Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance

Global Internal Audit Standards (GIAS) Domain IV - Part 1

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Webinar

2.00 Credits

Member Price: $79

Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing

Surgent's Current Issues in Accounting and Auditing: An Annual Update

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Webinar

4.00 Credits

Member Price: $159

Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters

Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes

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Webinar

3.00 Credits

Member Price: $129

Leadership Management

Determining Reasonable Compensation for Owner Employees

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units

Surgent's Basics of Employment Law for Non-HR Professionals

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Webinar

4.00 Credits

Member Price: $159

How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection