- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

Amplify your sustainability journey (bold)

Customers, suppliers, employees and investors are increasingly interested in the economic, environmental and social impacts of organizations.

The Global Reporting Initiative (GRI) is an independent, international organization providing a global common language to help businesses and organizations understand and communicate their sustainability impacts. Over 11,000 companies around the world use GRI standards for their sustainability reporting.

If you are getting started on your sustainability journey, this webcast will equip you with the knowledge you need.

Tune in to understand:

- Double materiality

- How to use the GRI standards to report material impacts on the economy, environment, and people.

Join experts from GRI as they explain their mission and the global impact that GRI has on sustainability reporting.

Learning Objectives:

- Recognize the Mission, history and global impact of GRI.

- Identify the concepts of impact reporting and Double materiality.

- Recall the Approach to developing the GRI standards.

- Identify GRI’s modular system and distinguish the three series of reporting standards.

- Recall the Benefits of Using GRI AS A framework and standards for reporting sustainability information.

Who will benefit:

'- Accounting or finance professionals who want to understand more about double materiality, impact reporting and using the GRI standards for managing and reporting this information

- Accounting professionals who provide advisory services (including ESG matters) for clients

- Accounting professionals who provide assurance services that may include sustainability information or data

- Accounting and finance professionals driving sustainable strategic and operational decisions

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Advantages of budgeting
• The role of budgeting
• Master budgeting
• Flexible budgeting
• Standards and variances
• Capital budgeting

Who will benefit:

CPAs in public practice or members in industry who want to enhance budgeting skills.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Underlying concepts of internal control
• Defining where and why controls, policies and procedures are needed
• Legacy control measures that are still important for businesses today
• Creating control measures that address the use and protection of technology

Who will benefit:

Accounting and other business professionals that would like to have an understanding of internal controls for business entities.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common deficiencies found in Single Audits.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• A look at the GASB standards that are effective this year.
• GASB 100, Accounting Changes and Error Corrections.
• GASB 101, Compensated Absences.
• The impact of the 2024 Compliance Supplement on Single Audits.
• Changes to the Uniform Guidance.
• Common deficiencies found in Single Audits.

Who will benefit:

Practitioners and members in industry responsible for accounting and financial reporting for governmental entities.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• The steps necessary to effectively transform a tax or accounting practice into an advisory service.
• What it means to be a CFO/advisor to small-to-medium sizes businesses.
• What qualifications are necessary to offer an advisory service.
• How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

Who will benefit:

Accountants, CPAs, bookkeepers, and enrolled agents.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Navigating through change

Against the backdrop of change and uncertainty, there’s an immediate need for accountants and finance professionals to evolve and accelerate. Technology, demographics, regulations and standards are driving changes in the way CPA firms work.

What can you do to better navigate a world of volatility, uncertainty, complexity and ambiguity (VUCA)? How can you influence others to join you?

This webcast will help you make sense of the dizzying array of challenges around culture, technology, generations and the speed of change.

Learning Objectives:

- Differentiate between linear and exponential change

- Identify the 5 C’s of leading during exponential times

- Apply the hard trends framework to identify and predict trends

- Recognize the power of purpose and values

- Recognize the top skills and competencies needed for the future

- Select exponentials to apply to your strategy

Who will benefit:

Current and aspiring leaders

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.
• Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.
• Managing Exponential Change: Understanding the urgency of adapting to AI’s rapid evolution.
• Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.
• The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.
• Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.
• Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.
• Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.
• Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.
• Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting.

Who will benefit:

This course is ideal for CPAs, financial analysts, auditors, and accounting managers who want to lead in AI adoption responsibly, manage AI-driven risks, and foster a culture of continuous learning and innovation within their organizations.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Elevate your advisory services to new heights with our comprehensive CAAS Online Workshop Series.

Over two dynamic days in September, 2025, you'll delve into the strategies and tools that will empower you to enhance your advisory capabilities. Confidently step into Client Advisory and Accounting Services (CAAS) or elevate your existing CAAS offerings? This event is perfect for accountants and managers in public accounting firms who want to build or enhance their CAAS capabilities and leverage new tools and frameworks to deliver real value to clients. Whether you're a seasoned professional or just starting out, this workshop series is designed to provide you with actionable skills and confidence to transform your advisory practice.

Join us and take the first step towards mastering advisory excellence! Don't miss this opportunity to master advisory excellence-register now and take the first step towards a brighter future for your advisory services!

The major topics that will be covered in this WORKSHOP include:

Day 1: 

Wed., Sept. 17, 2025

10:00am ET – 4:00pm ET

6 CPE

Day 1 of this CAAS online workshop will feature three sessions that will help attendees communicate, scope, market, price, and sell CAAS to prospects and customers. One session will focus on marketing and communications, another will focus on accounting, and the third will focus on CAAS from a finance perspective.

Day 2:

Thurs., Sept. 18, 2025

10:00am ET – 3:00pm ET

4 CPE

Day 2 of this CAAS online workshop will feature two sessions that will help attendees communicate and deliver CAAS to prospects and customers. One session will focus on an accounting perspective and the other session will focus on CAAS from a marketing and communications perspective. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 

Who will benefit:

Professionals looking to start a Client Advisory and Accounting Service.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.