Earn Credit With the Accounting CPE Webinar Library

Employee engagement and retention are top challenges for today's accounting and finance leaders. In this inspiring session, organizational strategist Kassi Rushing shares how purpose-driven leadership and intentional culture design can transform team performance. Learn how to measure engagement meaningfully, provide ongoing coaching and clarity, and cultivate a workplace where people feel valued, connected, and inspired to grow. Discover practical ways to align culture, purpose, and leadership to build stronger, more resilient organizations.

Learning Objectives:

• Indicate how intentional culture design influences engagement, retention, and firm success.
• Identify strategies for measuring and improving connection, belonging, and growth across teams.
• Distinguish leadership and coaching approaches that enhance clarity, autonomy, and continuous development.
• Recognize how purpose-driven leadership and "power skills" strengthen organizational culture and retention.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Businesses facing IRS challenges must recognize when to involve tax controversy experts to ensure efficient resolution, protect financial interests, and access specialized expertise. Timothy Dreyer, Tax and Legal Consultant, highlights strategies such as leveraging industry contacts, understanding procedural nuances, and documenting research effectively. He also emphasizes the value of seasoned professionals, proactive disclosures, and targeted communication to strengthen audit defenses and optimize case outcomes.

Learning Objectives:

• Identify situations in which engaging a tax controversy expert is most beneficial.
• Recognize the value of seasoned tax professionals and former IRS employees in resolving disputes.
• Recall authoritative sources and strategies for researching ambiguous tax law.
• Distinguish between private letter rulings, revenue rulings, and disclosures when evaluating uncertain tax positions.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Lauren Lewin, Director of Business Transformation at Wiss & Company, shares insights on how finance leadership must evolve alongside rapid technological change. She discusses the integration of AI, agile methodologies, and real-time data to drive proactive strategic planning. Lewin emphasizes the importance of aligning technology investments with firm strategy, upskilling teams, and maintaining a people-first approach to change. Through practical examples, she illustrates how clean data, collaborative planning, and adaptable leadership can turn technology into a strategic asset. This session offers finance professionals a blueprint for fostering innovation while preserving human value in client service.

Learning Objectives:

• Identify how digital transformation and AI are reshaping strategic planning and financial reporting in modern firms
• Recognize the leadership approaches needed to successfully integrate technology into firm-wide operations
• Recall best practices for change management and employee engagement during technology implementations
• Distinguish between legacy systems and agile, cloud-based solutions and their impact on firm adaptability

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Mark Myers, Professional Evolution Coach, explores how emotional intelligence is transforming financial leadership. He defines self-awareness as a core success skill and demonstrates strategies for emotional regulation, active listening, and constructive feedback. Myers highlights how empathy, body language, and cross-functional communication build trust and collaboration, while frameworks like Situation-Behavior-Impact help leaders navigate difficult conversations with clarity. He also shows how blending assertiveness with compassion and aligning technical credibility with authenticity empower CPAs and advisors to foster connection, inspire confidence, and lead with impact in today's evolving profession.

Learning Objectives:

• Identify the role of self-awareness in financial leadership and its impact on decision-making and professional presence
• Recognize strategies for regulating emotions to maintain clarity, composure, and effectiveness under pressure
• Recall how active listening and empathy strengthen trust, collaboration, and communication with clients and teams
• Distinguish methods of blending assertiveness with compassion to navigate difficult conversations and build authentic relationships

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Brenda Morris, Partner at CSuite Financial Partners and board member at Boot Barn and iHerb.com, outlines the key strategies and mindset required to evolve from a tactical accountant to a strategic CFO. She discusses how finance professionals can build personal competency plans, sharpen soft skills like persuasion and influence, and leverage innovation and technology to add value. Morris emphasizes the importance of personal branding, transparent leadership, and cross-functional alignment in gaining a seat at the executive table. By focusing on continuous development and strategic communication, CPAs can prepare for executive roles and help shape organizational direction.

Learning Objectives:

• Identify the strategic competencies and mindset shifts required to transition from accountant to CFO
• Recognize the importance of soft skills such as influence, communication, and personal branding in finance leadership roles
• Recall methods for developing a personalized competency plan to prepare for executive finance positions
• Distinguish between tactical and strategic responsibilities in finance and how technology enhances value creation

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

In this dynamic Kaplan course led by Paul Mladjenovic, CFP Board Emeritus, discover practical ways to generate sustainable passive income through dividends, REITs, royalties, and digital ventures. Designed for finance and accounting professionals, it highlights key strategies, tax implications, and emerging opportunities that can strengthen portfolios and enhance client advisory services.

Learning Objectives:

• Distinguish between active and passive income strategies.
• Recognize dividends ETFs, REITs, and other vehicles as tools for sustainable cash flow.
• Distinguish tax treatment across different passive income sources.
• Identify new opportunities in digital assets, royalties, and licensing.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Accountants and finance professionals encounter new ethical challenges daily. Join Stacey Conrad, CPA, as she examines how seemingly small decisions can create significant impacts. Go beyond traditional checklists to cultivate trust and demonstrate leadership in an era defined by AI, data privacy concerns, and evolving global standards. Strengthen your ability to lead with integrity as the profession continues to transform.

Learning Objectives:

• Recognize ethics as a strategic leadership tool that builds trust and drives organizational success.
• Distinguish ethical risks related to AI, data privacy, cybersecurity, and emerging technologies.
• Identify how to build cultures of integrity using frameworks like the PLUS model and root cause analysis.
• Recognize the challenges of cross-border dilemmas and future-proofing ethical practices in a globalized, tech-driven environment.

Prerequisites/Advanced Preparation: Work experience in a corporate staff environment, or an introductory course in ethics.
Speaker/Author: Stacy Conrad

Last Review Date: 7/1/2025

Discover how embracing neurodiversity can strengthen your team, improve compliance, and unlock new potential in your organization. In this thought-provoking session, attorney and educator Jason Meyer explains the legal and leadership essentials of creating a neuroinclusive workplace. You'll learn how to recognize and support neurodivergent employees, meet ADA requirements, and apply practical communication and design strategies that help every professional thrive.

Learning Objectives:

• Recognize the importance of neurodiversity, neurodivergence, and neuroinclusion in today's workplaces.
• Distinguish key employer responsibilities under the ADA and related laws affecting neurodivergent employees.
• Recognize common biases and management practices that hinder inclusion and identify strategies to address them.
• Identify universal design and communication principles to create more inclusive and effective workplaces.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Megan Schoeps, Director of CAS at Wiss & Company, explores how financial leaders can strengthen gross margin management amid global complexity. She highlights the impact of tariffs, supply chain shifts, and foreign currency on profitability, and explains how product-level costing and SKU-based analysis support better decision-making. Schoeps emphasizes the importance of aligning cost methods with physical flows, collaborating across departments, and using forecasting models for agile scenario planning. By understanding data, modeling impacts, and building operational partnerships, CPAs can drive profitability and respond effectively to evolving business challenges.

Learning Objectives:

• Identify the components of gross margin and how tariffs, foreign exchange rates, and supply chain complexities impact profitability at the product level
• Recognize the value of cross-functional collaboration between finance and operations in achieving accurate cost allocations and inventory management
• Recall strategies for modeling and forecasting gross margin to support data-driven decision-making amid regulatory and market shifts
• Distinguish how detailed SKU-level analysis and scenario planning can uncover hidden costs, guide pricing decisions, and support sustainable growth

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Thorsten Sellhorn, Professor of Accounting and Auditing at Ludwig Maximilian University of Munich, discusses how climate-related risks influence IFRS financial reporting, highlighting disclosures under IAS 1, 36, 37, and IFRS 7. He explains IFRS 18's upcoming structural changes to the income statement, key challenges in aligning sustainability and financial reporting, and the need for organizations to prepare systems and teams now for 2027 compliance and connected climate disclosures.

Learning Objectives:

• Identify the key IFRS standards applicable to climate-related financial reporting, including IAS 1, IAS 36, IAS 37, and IFRS 7.
• Recognize how IFRS 18 reshapes income statement presentation and introduces management-defined performance measures.
• Distinguish between provisions and contingent liabilities for climate-related risks under IAS 37.
• Indicate how organizations can align sustainability disclosures with IFRS financial statements to avoid perceived greenwashing.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Dana Peterson, Chief Economist at The Conference Board, reflects on the major economic themes shaping 2025, including growth, inflation, consumer resilience, and labor market dynamics. She discusses how businesses, households, and policymakers navigated challenges across industries and markets, while highlighting broader fiscal and global risks. Peterson also shares insights on the year's surprises and key considerations as the U.S. economy looks ahead to 2026.

Learning Objectives:

• Identify major economic themes shaping U.S. performance in 2025.
• Recognize selected labor market and workforce developments affecting growth.
• Distinguish broad sectoral shifts influencing industries and markets.
• Estimate potential implications of policy and global risks for 2026.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Many leaders recognize the importance of inclusivity but lack the knowledge to effectively support a neurodiverse workforce. Legal and leadership expert Jason Meyer helps accounting and finance managers navigate this challenge with confidence. He details the scope of neurodivergence, the legal and compliance requirements under the ADA, and the risks of overlooking inclusivity. Most importantly, Jason shares practical leadership and HR strategies that foster engagement, innovation, and retention. Applying these insights will strengthen compliance, reduce risk, and unlock the full potential of your teams.

Learning Objectives:

• Recognize the prevalence of neurodivergence in the workforce and its impact on organizational effectiveness.
• Identify key legal and regulatory requirements, including ADA obligations, for supporting neurodivergent employees.
• Distinguish inclusive leadership practices from those that may create legal or cultural risks.
• Identify practical strategies for adapting HR, compliance, and training processes to support a neurodiverse workforce.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

This course offers an in-depth exploration of regulatory ethics, highlighting the distinctions between ethics, compliance, and values. It covers core ethical principles including integrity, objectivity, and due care, and examines the responsibilities that professionals have toward clients, employers, and the public. Ethical challenges related to independence, confidentiality, and misconduct are addressed, along with analyses of high-profile ethics failures that expose systemic risks and cultural blind spots.

Learning Objectives:

• Distinguish between ethics, compliance, and values, and identify the role of regulatory bodies including State Boards, the AICPA, SEC, and PCAOB.
• Apply foundational ethical principles such as integrity, independence, and due care to common accounting scenarios.
• Evaluate risks related to conflicts of interest, client relationships, and discreditable acts using real-world examples and regulatory standards.
• Analyze ethical decision-making models to resolve professional dilemmas and foster a culture of accountability and transparency.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 6/15/2025

Employee engagement and retention are top challenges for today's accounting and finance leaders. In this inspiring session, organizational strategist Kassi Rushing shares how purpose-driven leadership and intentional culture design can transform team performance. Learn how to measure engagement meaningfully, provide ongoing coaching and clarity, and cultivate a workplace where people feel valued, connected, and inspired to grow. Discover practical ways to align culture, purpose, and leadership to build stronger, more resilient organizations.

Learning Objectives:

• Indicate how intentional culture design influences engagement, retention, and firm success.
• Identify strategies for measuring and improving connection, belonging, and growth across teams.
• Distinguish leadership and coaching approaches that enhance clarity, autonomy, and continuous development.
• Recognize how purpose-driven leadership and "power skills" strengthen organizational culture and retention.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Lauren Lewin, Director of Business Transformation at Wiss & Company, shares insights on how finance leadership must evolve alongside rapid technological change. She discusses the integration of AI, agile methodologies, and real-time data to drive proactive strategic planning. Lewin emphasizes the importance of aligning technology investments with firm strategy, upskilling teams, and maintaining a people-first approach to change. Through practical examples, she illustrates how clean data, collaborative planning, and adaptable leadership can turn technology into a strategic asset. This session offers finance professionals a blueprint for fostering innovation while preserving human value in client service.

Learning Objectives:

• Identify how digital transformation and AI are reshaping strategic planning and financial reporting in modern firms
• Recognize the leadership approaches needed to successfully integrate technology into firm-wide operations
• Recall best practices for change management and employee engagement during technology implementations
• Distinguish between legacy systems and agile, cloud-based solutions and their impact on firm adaptability

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Brenda Morris, Partner at CSuite Financial Partners and board member at Boot Barn and iHerb.com, outlines the key strategies and mindset required to evolve from a tactical accountant to a strategic CFO. She discusses how finance professionals can build personal competency plans, sharpen soft skills like persuasion and influence, and leverage innovation and technology to add value. Morris emphasizes the importance of personal branding, transparent leadership, and cross-functional alignment in gaining a seat at the executive table. By focusing on continuous development and strategic communication, CPAs can prepare for executive roles and help shape organizational direction.

Learning Objectives:

• Identify the strategic competencies and mindset shifts required to transition from accountant to CFO
• Recognize the importance of soft skills such as influence, communication, and personal branding in finance leadership roles
• Recall methods for developing a personalized competency plan to prepare for executive finance positions
• Distinguish between tactical and strategic responsibilities in finance and how technology enhances value creation

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Discover how embracing neurodiversity can strengthen your team, improve compliance, and unlock new potential in your organization. In this thought-provoking session, attorney and educator Jason Meyer explains the legal and leadership essentials of creating a neuroinclusive workplace. You'll learn how to recognize and support neurodivergent employees, meet ADA requirements, and apply practical communication and design strategies that help every professional thrive.

Learning Objectives:

• Recognize the importance of neurodiversity, neurodivergence, and neuroinclusion in today's workplaces.
• Distinguish key employer responsibilities under the ADA and related laws affecting neurodivergent employees.
• Recognize common biases and management practices that hinder inclusion and identify strategies to address them.
• Identify universal design and communication principles to create more inclusive and effective workplaces.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025

Thorsten Sellhorn, Professor of Accounting and Auditing at Ludwig Maximilian University of Munich, discusses how climate-related risks influence IFRS financial reporting, highlighting disclosures under IAS 1, 36, 37, and IFRS 7. He explains IFRS 18's upcoming structural changes to the income statement, key challenges in aligning sustainability and financial reporting, and the need for organizations to prepare systems and teams now for 2027 compliance and connected climate disclosures.

Learning Objectives:

• Identify the key IFRS standards applicable to climate-related financial reporting, including IAS 1, IAS 36, IAS 37, and IFRS 7.
• Recognize how IFRS 18 reshapes income statement presentation and introduces management-defined performance measures.
• Distinguish between provisions and contingent liabilities for climate-related risks under IAS 37.
• Indicate how organizations can align sustainability disclosures with IFRS financial statements to avoid perceived greenwashing.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 12/1/2025