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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.

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 11461-11480 of 26572 Results (Page 574 of 1329)

IRS Cybersecurity Checklist

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Webinar

2.00 Credits

Member Price: $89

Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap

Topic 842: FASB's Lease Accounting Standard Update

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Webinar

2.00 Credits

Member Price: $89

What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates

K2's Choosing Your CPA Firm Tech Stack

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Webinar

2.00 Credits

Member Price: $89

Evaluating suite vs. best-in-breed software ecosystems Understanding and applying AI-driven tools for firm efficiency Measuring ROI and integration effectiveness across the tech stack

Making Effective Decisions When You Can't Get What You Want

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Decision-making fundamentalsCost-volume-profit refresherOptimization analysisConstraint mitigation strategiesCoping with incomplete informationSolver and other Excel capabilitiesQualitative considerations

Strategic CFO – Strategic Cash Management

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Webinar

2.00 Credits

Member Price: $89

Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders

Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27

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Webinar

4.00 Credits

Member Price: $175

• Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services• Tax shelter and reportable transaction issues in depth• Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements

Partnership Essentials: Review & Update

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Webinar

4.00 Credits

Member Price: $149

Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts  Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts

Basic Staff Tax Training: Individual 26-27

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Webinar

8.00 Credits

Member Price: $329

• Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return• Identify and be able to implement basic individual income tax planning ideas for clients• Familiarity with several source documents utilized in the preparation of an individual income tax return• Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future

Financial Statement Analysis 26-27

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Webinar

8.00 Credits

Member Price: $329

• How to extract necessary information• Financial ratios that are used as analytical tools• The proper understanding of accounting terminology• Basic ratio tools• Cash flow• Working capital

Retirement Distributions: Planning Options 26-27

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Webinar

8.00 Credits

Member Price: $329

• Roth IRA: The right choice"• Income tax treatment of distributions from retirement plans of all types• Laws, regulations and IRS rulings concerning plan distributions• Avoiding penalty on distributions that happen too early or too late• Beneficiary choices - eligible or not"• Self-directed IRA investment problems

Corporate Finance Technology Selection: Practical Frameworks

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)

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

It Takes a Village: How Aligning With Others Can Boost Your Firm Revenue

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Webinar

1.00 Credits

Member Price: $39

How strategic partnerships benefit both the firm owner as well as their clients Tips to Extend professional networks and seek out partnerships Importance of regularly accessing partnerships and agreements to ensure maximum benefits for all

The Controller Function - Elevating the Role

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Webinar

1.50 Credits

Member Price: $79

Accounting Finance Auditing Business Development

Revenue Recognition - Allocate the Transaction Price

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Webinar

1.50 Credits

Member Price: $79

Revenue Recognition on Contracts with customers

IFRS Update

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Webinar

2.00 Credits

Member Price: $89

Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as:  o    Costs charged to PP&E in the "testing&" phase o    Calculating onerous contract costs o    Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o    Classification of liabilities as current o    Defining accounting estimates

Bears Will Be Bears - Fraudsters Too

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Webinar

2.00 Credits

Member Price: $89

Internal Controls Fraud Prevention Fraud Detection Fraud Investigation

Leases Accounting under Topic 842 – Answers to FAQ After Implementation

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Webinar

2.00 Credits

Member Price: $89

Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications 

Partnerships: How to Calculate Partner Basis

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Webinar

2.00 Credits

Member Price: $89

Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process

Corporate Transparency Act Developments

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.