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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.

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Optimize Your Staff's Performance

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Webinar

4.00 Credits

Member Price: $129

The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment

Using AI to Instantly Transform Ideas into Revenue Streams

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)

Risk Is Increasing - and Risk Management Is Evolving

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Webinar

1.00 Credits

Member Price: $75

Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events

Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done

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Webinar

1.00 Credits

Member Price: $39

Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness

Unlocking Deep Secrets: Case Studies in Financial Analysis

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis

Ethical Considerations in Working with Cannabis

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance

SECURE Act 2.0: What You Need to Know

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Webinar

1.00 Credits

Member Price: $29

Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage

Preparing to be a Forensic Accountant - Cloud Forensics

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Webinar

1.00 Credits

Member Price: $59

Forensic Accounting Accounting Auditing Finance

Independence Requirements for Auditors

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Webinar

2.00 Credits

Member Price: $79

PEEC Ethics Yellowbook

Is Activity-Based Costing the Right Tool for Your Organization?

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Webinar

2.00 Credits

Member Price: $79

ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management

Integrity, Objectivity and Judgment: Values in Action

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com

The Untold LinkedIn Hyper-Growth Story

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Webinar

1.00 Credits

Member Price: $39

Talent Business Growth People Strategy Culture Communication Trust Strategy

The Head and Heart of Ethics - Featuring Bob Mims and Don Minges

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Webinar

1.00 Credits

Member Price: $39

The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.

How to Choose the Right Business Entity for Your Client

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Webinar

2.00 Credits

Member Price: $79

Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics

Financial Storytelling the Key in Growing Your Organization to the Next Level

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Webinar

2.00 Credits

Member Price: $125

Communicating financial information in an impactful way Telling more effective stories with your financial data Connecting with your audience through real world examples Interpreting and presenting complex financial information through storytelling skills Unlocking the powerful story hidden within the numbers

Surgent's Contract Law for Accounting and Finance Professionals

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Webinar

2.00 Credits

Member Price: $99

Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation

Surgent's Getting Ahead: The Art of Marketing for CPAs

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Webinar

2.00 Credits

Member Price: $99

Challenges of marketing CPA firms Developing marketing strategy  Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels  Marketing channel statistical analysis  Developing marketing metrics

Microsoft Teams - Everything You Need to Know from A to Z

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystemHow to effectively design your teams / channels configurationDetailed review of all the features for creating conversation postsDetailed review of all the features for creating, editing and managing Office files within the Teams appHow to use the search features to find Teams content instantlyStep by step review of how to host and participate in Teams online meetingsUsing Teams calling features for your phone systemHow to manage your notification settings in TeamsAnd more

Introduction to Yellow Book: 8-Credit Boot Camp

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.

Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms

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Webinar

8.00 Credits

Member Price: $279

Comprehensive coverage of the Inflation Reduction Act of 2022  Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues  Filing requirements for Schedules K-2 and K-3  Who files Form 1065, and who does not file Form 1065  Tax Basis Capital Account Reporting Requirements  Trade or Business income and expenses versus Separately Stated Items  The importance of Schedule M-1  Partnership distributions -- current or liquidating, cash or property  How to allocate recourse and nonrecourse debt  Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes Complete coverage of any new legislation enacted before presentation  Section 163(j) limitations  Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)  Final regulations on Section 168(k)  Partnership reporting oddities  Accurately preparing partnership returns and reconciling book income to taxable income  The Centralized Audit Regime under the Bipartisan Budget Act of 2015