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CPE Catalog & Events

Course delivery

Our Live Learning, 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 144 Live Learning Results

Financial Institutions Conference (WEBCAST ATTENDANCE)

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Live Virtual Conference

8.00 Credits

Member Price: $345

See agenda tab above for the full conference schedule.

Artificial Intelligence for Accounting and Finance Professionals

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Live Virtual Seminar

2.00 Credits

Member Price: $160

What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management

Guide to the Corporate Transparency Act for Accounting and Finance Professionals

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Live Virtual Seminar

2.00 Credits

Member Price: $160

The Corporate Transparency Act and its goals Which entities need to file reports and which entities are exempt? Deep dive into the definitions of beneficial owner and substantial control Information that needs to be reported Logistics on how and when to file the forms

Step Up Basis Election-754

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Live Virtual Seminar

2.00 Credits

Member Price: $185

AI and Data Analytics for Auditing - The Big Picture

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Live Virtual Seminar

2.00 Credits

Member Price: $149

Data Analytics and AI in Auditing and Accounting

Foundations of Business Valuation

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Live Virtual Seminar

8.00 Credits

Member Price: $399

Business valuation purposes and intended users Valuation standards and other requirements Appraisal principles and approaches Qualitative and quantitative valuation analysis Discounts, premiums, and adjustments

Education Deductions & Credits

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Live Virtual Seminar

2.00 Credits

Member Price: $185

Tax deductions and credits for taxpayers Explanations of 529 plans College financial aid Coverdell ESAs American Opportunity and Lifetime credits Series EE bonds Employer assistance programs and student loan interest

Best of Tax Planning And Retirement Ideas for Individuals

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Live Virtual Seminar

8.00 Credits

Member Price: $350

Planning ideas for the W-2 taxpayer Planning for the small business owner Planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.

2024 FASB and AICPA Update

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Live Virtual Seminar

8.00 Credits

Member Price: $345

Accounting standard updates FASB projects Audit service issues ARSC initiatives, preparation, compilation and review updates, and initiatives AICPA activities and profession update

AHI Staff Training: Management and Leadership Essentials

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Live Virtual Seminar

8.00 Credits

Member Price: $545

Expectations of the supervisor Managing self and priorities Improving sommunication skills

Value Pricing Starts By Working with the Right Clients | FREE for ISCPA members

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Live Virtual Seminar

1.00 Credits

Ethical Considerations for CPAs

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Live Virtual Seminar

4.00 Credits

Member Price: $200

The CPA’s role in today’s economy The similarities and differences between individual and business ethics The link between ethics, integrity and scruples The basic attributes of ethics and professional conduct The history of the CPA profession and the CPA’s requirement to adhere to ethics policies and codes of conduct The AICPA’s Code of Professional Conduct and a CPA’s responsibility to the public, clients, and colleagues The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careerson

Insurance Industry Conference (IN-PERSON ATTENDANCE)

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Altoona

8.00 Credits

Member Price: $295

View the "agenda" tab above for the full conference schedule.

Insurance Industry Conference (WEBCAST ATTENDANCE)

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Live Virtual Conference

8.00 Credits

Member Price: $295

View the "agenda" tab above for the full conference schedule.

K2’s Accountant's Guide to QuickBooks Online

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Live Virtual Seminar

8.00 Credits

Member Price: $255

Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data

K2’s Better Productivity Through Artificial Intelligence and Automation

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Live Virtual Seminar

4.00 Credits

Member Price: $155

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, Bard, Power Automate, and Zapier