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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 1-20 of 120 Results (Page 1 of 6)

Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats

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Live Virtual Seminar

2.00 Credits

Member Price: $170

Core components of a cybersecurity risk management program Overview of key policies, controls, and procedures for financial organizations Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape Case studies: financial implications of breaches and mitigation strategies Best practices for integrating cybersecurity with financial reporting

Incident Response and Case Studies in AI-powered Cybersecurity

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Live Virtual Seminar

2.00 Credits

Member Price: $170

Frameworks for incident response (e.g., NIST Cybersecurity Framework) Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches) Practical tips for financial professionals to manage crises Post-incident analysis and lessons learned Building organizational resilience through continuous improvement

Government Accounting Technology Conference

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Live Virtual Conference

8.00 Credits

Member Price: $355

2026 technology updates for government agencies AI and automation in public sector accounting - compliance-aware implementation Building government tech stacks on public sector budgets Advanced data analysis for fund accounting and grant tracking with Power Query Government document management - meeting record retention and FOIA requirements IT security and governance for government entities

Exploring Business Valuation Fundamentals

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Live Virtual Seminar

2.00 Credits

Member Price: $170

What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models

Audits of 401(k) Plans: New Developments and Critical Issues

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Live Virtual Seminar

8.00 Credits

Member Price: $335

Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections

IRAs, Roths and Conversions

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Live Virtual Seminar

3.00 Credits

Member Price: $215

The Mindful-CPA

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Live Virtual Seminar

2.00 Credits

Member Price: $160

Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management

K2's Ethics and Technology

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Live Virtual Seminar

4.00 Credits

Member Price: $210

Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies

Professional Opportunities Update with ISCPA CEO Carrie Steffen | FREE for ISCPA Members

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Live Virtual Seminar

1.00 Credits

Join ISCPA CEO Carrie Steffen, for an interactive, town-hall style conversation that brings the latest insights, challenges and opportunities in the CPA profession directly to you. Carrie will explore key themes: the ongoing workforce development challenges, evolving client and business expectations, technology transformation, regulatory shifts, and the changing nature of what it means to be a CPA in today’s environment. Attendees are encouraged to share their perspectives and questions as we collectively explore the opportunities that lie ahead.

Internal Audit Series: Using AI to Audit Smarter, Not Harder!

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Live Virtual Seminar

2.00 Credits

Member Price: $175

Key concepts and terminology related to AI, including machine learning, neural networks, and natural language processing Insights into various AI technologies How AI can automate repetitive audit tasks How auditors can learn to work WITH AI and not against it Develop strategies for using AI in audit planning, including identifying audit objectives, defining scope, and selecting appropriate AI tools and algorithms How AI-generated insights can enhance audit reports Structure prompts using clear actions, context, and constraints Refine prompts iteratively to improve accuracy and relevance Standardize prompt approaches for consistency and quality

1041s for Trust & Estates

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Live Virtual Seminar

8.00 Credits

Member Price: $360

Virtual Nonprofit Series: Ethical Dilemmas and Other Ethical Considerations

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Live Virtual Seminar

2.00 Credits

Member Price: $149

Identify ethical issues in nonprofit organizations using a structured ethical decision-making framework. Evaluate competing courses of action to make ethical decisions that align with organizational mission, values, and stakeholder expectations. Analyze real-world nonprofit ethical scenarios involving governance, stewardship of resources, donor relationships, conflicts of interest, and organizational accountability. Assess the organizational and personal consequences of unethical behavior in nonprofit environments. Apply a practical ethical decision-making framework to identify, evaluate, and resolve ethical dilemmas in nonprofit organizations. Develop ethical decision-making strategies that strengthen organizational trust and support mission advancement. Examine case studies to strengthen ethical judgment and improve decision-making in nonprofit leadership.

Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals

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Live Virtual Seminar

2.00 Credits

Member Price: $170

Establishing and administering a Trump Account under § 530A Election requirements and the Form 4547 process Structural distinction between Trump Accounts and the pilot contribution program (§ 6434) Eligibility rules for account opening and pilot contributions Contribution types, limits, and coordination across multiple sources Employer contributions under § 128 Investment limitations during the growth period Basis tracking and tax treatment of contributions Distribution rules before and after age 18 Transition to traditional IRA rules Comparison with 529 plans, Roth IRAs, and custodial accounts Planning opportunities and potential compliance risks Areas where guidance remains incomplete under proposed regulations

Cybersecurity 2026: Defense for CPAs

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Live Virtual Seminar

2.00 Credits

Member Price: $149

Navigating Windows 11 Security Features for CPAs Counteracting Ransomware and Phishing in Finance Crafting Cybersecurity Policies for Regulatory Compliance

Taxation of Tips and Overtime Under OBBBA

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Live Virtual Seminar

2.00 Credits

Member Price: $170

$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities

CFO Series: Decision Making in an Irrational World

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Live Virtual Seminar

8.00 Credits

Member Price: $325

What can we do when the world changes constantly? This four-topic course spotlights various methods to enhance decision-making in a dynamic, ever-changing environment, focusing on proven and new risk reduction techniques. Take an in-depth look at the practices that work and the ones that do not. The focus is straightforward: understanding risk and getting the most return from risk reduction with verified approaches to increase profitability. Module 1: Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing? Perfection is fantasy and we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are ‘finished’. Instead, we must change our way of thinking in a world where change is normal - and use better ways to plan. Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. Discuss multiple tactics to minimize, as best as practical, threats and gambles so we can feel better about our decisions. We can do better at planning and dealing with uncertainties, but it is impossible to be perfect. Module 2: Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting All decisions are about the future, and the future is uncertain. In today’s world, unpredictability is the rule, not the exception, and making business decisions can feel like rolling dice with ever-changing odds. We need better tactics and tools to improve our decision-making process. We must challenge the decision-making process itself, outdated assumptions, and uncover fresh insights that transform how we plan, decide, and succeed, showing that uncertainty doesn’t have to mean instability - it can be the catalyst for smarter, stronger decisions. Module 3: Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools. The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today’s environment? Learn how to use the right tools in the proper manner. Module 4: Diversification: A Risky or Risk Averse Strategy Diversification is often seen as a safe strategy to reduce risk, but when misused, diversification actually creates greater risk. Many organizations fall into this trap, with costly consequences. The intention for diversification is critical. Many organizations misuse diversification, and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One key is to use a holistic approach, which we will elaborate and explain, only then will diversification be advantageous. Leaders, the board, auditors, and team members must be aware of the myriad issues of diversification. Done right – diversification is a boon. Learn what to do, how to do it properly - and what not to do.

Building Bulletproof Spreadsheets: When Accuracy Is Everything

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Live Virtual Seminar

2.00 Credits

Member Price: $99

Advanced data validation for complex business rules Error-resistant templates for consistent financial workflows Protection strategies safeguarding formulas and user inputs