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Events

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: 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: 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...
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...
Live Stream: Assessing the Risk of Fraud In a Financial Statement Audit - 8/13/2025 - Live Stream
The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why an auditor...
Live Stream: AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity (NEW) - 8/13/2025 - Live Stream
Learn how to enhance your Excel workflows with artificial intelligence. Discover the various Al features built into Excel and how to use ChatGPT to create, understand, and troubleshoot Excel functions and formulas. Imagine turning two hour Excel...
Live Stream Series: Tax Bites with Art Auerbach - 8/14/2025 - Live Stream
Get essential tax updates from the popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.
Live Stream: How to Effectively Represent Clients Under IRS Audit (IRS)(NEW) - 8/14/2025 - Live Stream
Increased funding resulting from the enactment of the Inflation Reduction Act would have allowed the IRS to target many more wealthy individuals and large businesses for audit. The Trump Administration has gone in a different direction, with...
Live Stream: Sales Innovation: How to Maximize Revenue from Current, Past, and Future Customers/Clients (NEW) - 8/14/2025 - Live Stream
Are you leaving easy sales and revenue opportunities? Most organizations are sitting on an untapped goldmine. This course will help you uncover sales in places you may not be looking with current, past, and future customers and clients.

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