CPE Catalog & Member Events
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Supervised AI Agents as Public CPA Audit Team Members
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Webinar
1.00 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
The Head and Heart of Ethics
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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.
K2's Introducing Artificial Intelligence To Human Resources Pros
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Webinar
1.00 Credits
Member Price: $39
How to get started with AI Today's major AI platforms How to use AI tools AI risks that we must manage
Decoding Medical Plan Structures: Fully Insured vs. Self-Funded
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Webinar
2.00 Credits
Member Price: $79
Benefits Medical Plan Types
Employees Today and Tomorrow : Are Employees Assets?
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Webinar
2.00 Credits
Member Price: $89
GAAP vs economic value of employees The changing landscape of work The need to change management tactics Different generations and demographics Understanding the differences What issues do they present? How do we improve our understanding? Employee engagement/assessment surveys and what they should tell us Successful tactics for today's workforce
How to Audit Inventory
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.
Metrics Management – Linking Strategy to Performance
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Webinar
2.00 Credits
Member Price: $89
Why strategy succeeds or fails based on measurement The relationship between mission, strategy, and metrics Financial versus non-financial performance measures Common measurement pitfalls and micromanagement risk Balanced Scorecard perspectives and strategy maps Linking critical success factors (CSFs) to KPIs Ownership and accountability for metrics Using metrics to drive organizational focus
New Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Webinar
2.00 Credits
Member Price: $89
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications 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
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Webinar
4.00 Credits
Member Price: $149
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate, and Zapier
Audits of 401k Plans 26-27
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Webinar
6.00 Credits
Member Price: $259
• SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits• Update of the changes affecting 401k plans• Compliance issues commonly encountered in 401k plan audits• Best practices for engagement planning, internal controls, risk assessment, and detailed testing• Common audit reporting and disclosure issues
CalCPA Express Federal Tax Update January 2027
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Webinar
8.00 Credits
Member Price: $329
• Discuss the most recent individual and business income tax legislation passed to date (i.e., The Big Beautiful Bill) and the expiration or extension of any TCJA provisions after 2025• Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules• Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses• Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)• Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)• Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations
Comprehensive Passive Activity Losses (PAL) 26-27
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Webinar
8.00 Credits
Member Price: $329
• Overview of the four loss limitation rules and how the PAL rules interact with the other limitations• Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation• Impact of PAL rules on real estate ownership• Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules• Discuss how the PAL rules impact tax credits• Discuss tax elections and planning techniques associated with PALs
Individual Tax Update: OBBA and Recent Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
The Single Audit from Beginning to End Update
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Webinar
8.00 Credits
Member Price: $250
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
Written Information Security Plans
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Webinar
1.00 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
Corporate Storytelling in Financial Reporting
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
Revenue Recognition Determine the Transaction Price Part 2
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Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Webinar
2.00 Credits
Member Price: $89
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
Accounting for Credit Losses – Getting to Know CECL
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Webinar
2.00 Credits
Member Price: $89
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
Guide to Deducting Travel, Meals and Entertainment Expenses
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Webinar
4.00 Credits
Member Price: $149
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76