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.
What If Your Client Didn't Take Reasonable Compensation
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
Awful Ethical Dilemmas – Bringing it to Life
-
Webinar
1.00 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
The Risks of Artificial Intelligence - Part 2
-
Webinar
1.50 Credits
Member Price: $79
Society and cultural risks of AI Governance and control risks of AI Mitigation and Responsible AI
Is Activity-Based Costing the Right Tool for Your Organization?
-
Webinar
2.00 Credits
Member Price: $89
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
-
Webinar
2.00 Credits
Member Price: $89
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
-
Webinar
2.00 Credits
Member Price: $89
Translating Financial Statements Back Into Operational Reality The Operational Plausibility Test Analytical Metrics That Reveal Hidden Distortion Common Operational Red Flags Case Studies: When Operations and Financial Results Don’t Match Practical Questions Every Financial Professional Should Ask
K2's Productivity Life Hacks
-
Webinar
2.00 Credits
Member Price: $89
Using a Streamdeck for push button integration and automation Using tools such as Clockify or Rescue Time to gain insight on Easily install applications using Ninite on your Windows 10/11 device Improve data sharing between applications with Zapier, Power Automate, and others Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox Using inbox rules and filters to automatically categorize and prioritize email
Supporting Mental Wellness to Thrive in Work and Life
-
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 Data at 30,000 Feet: Traveling Smart with Client and Personal Information
-
Webinar
2.00 Credits
Member Price: $119
CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance
Surgent's Excel Shortcuts for Accountants
-
Webinar
2.00 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Inventory Observation - Cretaceous Conservatory Simulation
-
Webinar
3.00 Credits
Member Price: $109
Obsservation Auditing
The Preparation of Form 706 - Line-by-Line
-
Webinar
3.00 Credits
Member Price: $109
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation
Fraud, Controls & Ethics: Best Practices & Case Studies
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
-
Webinar
8.00 Credits
Member Price: $250
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book Understand risk assessment factors above those associated with a financial statement audit only Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance Master designing, performing and documenting effective and efficient tests of compliance requirements Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client Common peer review deficiencies
Forgotten Managerial Accounting Tools for CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Surgent's Basics of Employment Law for Non-HR Professionals
-
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
Understanding the Tax Implications of Retirement Plan Distributions
-
Webinar
1.00 Credits
Member Price: $39
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
The Radar Phenomenon
-
Webinar
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
Ethics, AI, and Music: What Every CPA Must Know
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
The Controllership Series - The Controllers Role in Procurement Function
-
Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement