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CPE Catalog & Events

Showing 13272 All Events Results

AI Ethics 2025 (VBOA-Approved)

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Virtual

2.00 Credits

Ethical principles of AI usage. Strategies for ethical decision making. Compliance and governance in AI adoption. Balance of innovation and responsibility.

Individual Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings

SECURE Act 2.0 and Updates (2025)

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Implications for individualsChanges to the Saver’s CreditChanging the required minimum distribution rules for Roth 401(k)sChanges to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency ExpensesSpecial provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plansOpportunities for student loan payment matchingImplications for EmployersStarter § 401(k) plans for small employersRequiring automatic 401(k) enrollmentImproving worker access to emergency savingsIncreasing part-time workers’ access to retirement accountsStatute of Limitations on excise taxes imposed on overcontributions to retirement plansMultiple employer §403(b) plansAutomatic portability provisionsOther changes in the administration of company retirement plans

2025 Annual Update for Governmental Accountants & Auditors

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Online

6.00 Credits

Single Audit Updates Auditing & Accounting Yellowbook

Selected Ethics Topics - 2024 - 2025

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.

FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149

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Online

2.00 Credits

Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts  Highlights of important concepts included in SASs No. 142-149

How to Build a Custom AI Chatbot and GPT in Plain English

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants

Officer Compensation Audits: What It Is and How to Defend It

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Online

2.00 Credits

Overview of Reasonable Compensation requirements for S and C Corporations Key court rulings and their implications IRS audit procedures related to Officer Reasonable Compensation Role of Accountable Plans in determining Reasonable Compensation Strategies for defending Reasonable Compensation

AHI: AI for Accountants - Practical Applications

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Virtual

2.00 Credits

AI in Accounting and Auditing

An Ethical Approach to Mental Health Issues at Work

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Virtual

2.00 Credits

The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally

The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA

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Online

1.00 Credits

What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader

Become a Data Analysis Expert

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.

I Spy with My Little Eye ... an Illegality

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion

Key Tax Issues for Business Taxpayers

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Online

2.00 Credits

“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA  Other recent legislative, judicial, and IRS developments impacting business taxpayers. Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues. Partnership and S corporation legislative updates

The Controller Function - Strategic and Annual Planning

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Online

1.20 Credits

Accounting Finance Auditing

Planning in an Uncertain World

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Online

2.00 Credits

Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters

Integrity, Objectivity and Judgment: Values in Action

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Virtual

1.00 Credits

The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com

The Controllership Series: The Controllers Role in Internal Controls

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Online

1.50 Credits

Accounting Finance Internal Controls

Accounting and Disclosure Issues After a Natural Disaster

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Current and noncurrent asset impairment. Insurance claims and related recoveries. Debt and liquidity issues. Government assistance and relief. Subsequent Events. Lease modifcations. Other matters.

K2's Advanced Topics In Power BI

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Online

2.00 Credits

Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members