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Events

Live Stream: Custom GPTs for Accountants: What They Are and How to Use Them (NEW) - 8/7/2025 - Live Stream
Transform your professional workflow with ChatGPT's Custom GPTs. Gain the knowledge and tools to revolutionize the way you work by leveraging Al "appsĀ· built specifically for accounting professionals. Unlock the potential to streamline...
Live Stream: Audits of 401(k) Plans: New Developments and Critical Issues - 8/7/2025 - Live Stream
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by...
Live Stream: Securing a Comfortable Retirement in the Age of Spending (CFP) - 8/7/2025 - Live Stream
Receive the knowledge to help your clients plan for retirement by evaluating how much retirement income they will require and plan for how to reach their retirement goals.
Live Stream: Running a Not-for-Profit Like a Business - 8/8/2025 - Live Stream
Understand how not-for-profit and for-profit businesses are alike and different. Explore best practices that the not-for-profit can utilize to become more strategic, profitable, efficient and accountable.
Live Stream: Common Misappropriation and Fraud in Financial Reporting Schemes (NEW) - 8/8/2025 - Live Stream
Over twenty years of studying fraud schemes, the instructor has developed a table of the accounts involved and methodology of the frauds and, most importantly, unique internal audit or external audit procedures that can be used to detect...
Live Stream: Jim Martin's Preparation, Compilation, and Review (SSARS) Update for the Local Firm - 8/12/2025 - Live Stream
Take an in-depth look at issues that practitioners have been having in implementing preparation, compilation and review engagements. This course is presented from the perspective of a local firm practitioner.  Several new accounting...
Live Stream: Navigating the AI Landscape: An Introduction to Generative AI and ChatGPT for Accounting Professionals (NEW) - 8/12/2025 - Live Stream
Learn how to use ChatGPT to streamline your workload, save time, and boost your overall efficiency. Say goodbye to tedious data entry and hello to lightning-fast responses and analysis. As with any new technology, there are also risks and...
Live Stream: How to Settle a Client's Estate (IRS)(CFP) - 8/12/2025 - Live Stream
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to...
Live Stream: Yellow Book: Staying Compliant with Government Auditing Standards (YB) - 8/12/2025 - Live Stream
Based on Government Auditing Standards, 2024 Revision, this course is essential for auditors performing Yellow Book audits. It provides detailed information about conducting engagements in accordance with the Yellow Book and requirements related...
Live Stream: This Year's Best Income Tax, Estate Tax, and Financial- Planning Ideas (IRS)(CFP) - 8/13/2025 - Live Stream
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to...

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