Earn Credit With the Accounting CPE Webinar Library

Auditors continue to balance public-interest responsibilities with growing regulatory scrutiny, recurring deficiencies, and evolving fraud risks. Bill Miller, Professor of Accounting at the University of Wisconsin in Eau Claire, emphasizes the central role of integrity, independence, and professional skepticism in strengthening audit quality. He discusses persistent challenges in areas like internal controls and risk assessment, the importance of emerging standard-setting updates, and the need for stronger accountability to rebuild and maintain public trust.

Learning Objectives:

• Identify key ethical principles—such as integrity, independence, and professional skepticism—that underpin effective audit practice.
• Recognize common drivers of audit deficiencies and the factors that challenge audit quality across firms.
• Distinguish evolving regulatory expectations, including updates to fraud-related standards and oversight mechanisms.
• Recall strategies auditors can use to strengthen public trust and select approaches that support consistent, high-quality audit execution.

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:1/1/26

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

Join behavioral-ethics expert Jason Meyer of Princeton Business Law and LeadGood Education as he explains why traditional, rule-heavy compliance training often misses the mark—and how finance professionals can create programs that truly influence behavior. This session explores practical methods such as audience-focused design, storytelling, multimodal learning, and values-based decision frameworks. Meyer shares the "eight mindsets" that help transform compliance education into something employees notice, trust, and remember, giving organizations a stronger ethics culture and more effective risk management.

Learning Objectives:

• Identify the key reasons traditional compliance and ethics training often fails to influence behavior and connect with learners.
• Recognize how shorter, multimodal, audience-centered formats improve engagement.
• Indicate how values-based messaging, universal design, and psychological safety contribute to better ethical decision-making.
• Recognize how the "eight mindsets" guide more effective ethics and compliance programs.

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:1/1/26

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

Join Kevin Gehrmann, Tax Partner at Wiss & Company, as he breaks down how the One Big Beautiful Bill Act (OBBBA) is reshaping tax strategy for businesses. This session explores the return of immediate expensing for domestic R&E costs under Section 174, key planning elections, and the critical role of modeling. Kevin Gehrmann shares practical insights on IRS compliance, Rev. Proc. 2025-28, and the interplay with depreciation and interest rules—equipping tax professionals to optimize deductions and navigate financial reporting with confidence.

Learning Objectives:

• Identify how the One Big Beautiful Bill Act (OBBBA) modifies the treatment of domestic and foreign research and experimental (R&E) expenses under IRC Section 174.
• Recall the interaction between Section 174 deductions and the Section 41 R&D credit, including implications of the Section 280C adjustment.
• Recognize the documentation, filing requirements, and IRS guidance under Rev. Proc. 2025-28 for making method changes and claiming deductions.
• Distinguish between expensing and amortization strategies and their effects on pass-throughs, state taxes, and financial reporting.

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:1/1/26

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 session, Professor Anne Tucker, Robert Cotten Alston Chair in Corporate Law at the University of Georgia, examines how landmark cases like Moelis and Tornetta are reshaping corporate governance. She discusses shifting power dynamics between boards and controlling shareholders, highlights evolving fiduciary standards, and offers insights into Delaware reforms, emerging jurisdictions, and how corporate leaders can respond with transparency, diligence, and strategic foresight.

Learning Objectives:

• Identify how recent Delaware cases (Moelis and Tornetta) have shifted corporate governance norms and board authority.
• Recognize the implications of shareholder agreements and contractual control provisions on fiduciary duties and transparency.
• Recall the evolving definitions and safe harbor protections for controlling shareholders in light of statutory amendments.
• Distinguish between lawful shareholder rights and impermissible constraints on board decision-making under revised Delaware law.

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:1/1/26

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

Manuela Dantas, Assistant Professor of Accounting at California State University Northridge, discusses the evolution, global adoption, and economic impact of IFRS, highlighting its role in improving transparency, comparability, and investor confidence. She explains key differences from U.S. GAAP, the challenges of principle-based standards, and the importance of strong enforcement. Dantas also outlines emerging priorities, including sustainability reporting and the growing influence of the ISSB.

Learning Objectives:

• Identify the major milestones that led to global IFRS adoption and its impact on international financial reporting.
• Distinguish key philosophical and practical differences between IFRS and U.S. GAAP, including principles- versus rules-based standards.
• Recognize the economic and transparency effects of IFRS implementation across countries with varying enforcement strength.
• Recall the purpose of the ISSB and indicate how emerging sustainability standards expand the IFRS Foundation's mission.

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:1/1/26

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

Join global mobility expert David Livitt as he explains how to transform mobility from a transactional function into a strategic driver of business growth and talent development. This session introduces practical frameworks—such as the Target Operating Model, policy segmentation, and modern ROI measurement models—to help organizations design mobility programs that accelerate capability building, support leadership pipelines, and deliver clear business impact. Participants will gain actionable tools and templates to elevate mobility into a true strategic enabler.

Learning Objectives:

• Identify the components of a strategic global mobility program and how they align with broader business and talent goals.
• Distinguish between transactional mobility activities and strategic mobility practices that drive capability, leadership development, and market growth.
• Recognize how frameworks such as the Target Operating Model, policy segmentation, and cross-functional RACI structures strengthen program effectiveness.
• Indicate how mobility ROI is measured using models like the Mobility ROI Pyramid and Kirkpatrick Evaluation Model across compliance, operations, talent, and business impact.

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. Partial credit will not be awarded.

Last Review Date: 1/1/2026

Recent Delaware corporate law developments highlight significant judicial and legislative shifts redefining governance and fiduciary standards. Anne Tucker, Robert Cotten Alston Chair in Corporate Law at the University of Georgia School of Law, explores how these changes affect board authority, shareholder agreements, and executive accountability, emphasizing their broader implications for investor confidence, corporate transparency, and Delaware's continued leadership in business law.

Learning Objectives:

• Identify key developments in Delaware corporate law that have influenced modern corporate governance and fiduciary standards.
• Recognize how judicial decisions and legislative responses shape board authority, shareholder rights, and executive accountability.
• Distinguish the broader implications of recent Delaware legal changes for investor confidence and corporate transparency.
• Recall the factors contributing to Delaware's continued prominence as a leading jurisdiction for corporate law.

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. Partial credit will not be awarded.

Last Review Date:12/1/2025

Join expert instructor Paul Mladjenovic, CFP® Board Emeritus and author of Stock Investing for Dummies and Passive Income for Dummies, as he guides accounting and finance professionals through today's most effective passive income strategies. This course explores interest-bearing assets, dividend-focused investments, annuities, enhanced-income ETFs, and practical options-based techniques to help you evaluate risk, understand tax implications, and identify sustainable income opportunities. With Paul's real-world insights and actionable frameworks, you'll be equipped to help clients build diversified, inflation-resilient income portfolios that support long-term financial security.

Learning Objectives:

• Identify key passive income strategies, including interest-based, dividend-based, annuity, and options-driven income sources.
• Recognize major risks—such as inflation, credit, and market volatility—that affect passive income investments.
• Distinguish among bonds, dividend stocks, mutual funds, ETFs, and enhanced-income ETFs based on structure and tax treatment.
• Select appropriate income-producing investments using indicators such as bond ratings, dividend payout ratios, and option obligations.

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. Partial credit will not be awarded.

Last Review Date: 1/1/2026

Compliance and ethics training is due for a transformation. In this insightful session, Jason Meyer, President of LeadGood Education, challenges decades of "check-the-box" approaches and introduces eight entrepreneurial mindsets that make compliance education more engaging, inclusive, and effective. Learn how to move from obligation to inspiration—building programs that elevate integrity, inclusion, and impact across your organization.

Learning Objectives:

• Recognize why traditional compliance and ethics training has failed to drive meaningful behavioral change in organizations.
• Identify the eight key mindsets that define effective compliance and ethics leadership.
• Distinguish strategies for improving engagement, reporting, and inclusion—particularly through value-based and neuroinclusive approaches.
• Indicate compliance programs that emphasize storytelling, communication, and universal design to connect with diverse learners.

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. Partial credit will not be awarded.

Last Review Date:12/1/2025

Auditors continue to balance public-interest responsibilities with growing regulatory scrutiny, recurring deficiencies, and evolving fraud risks. Bill Miller, Professor of Accounting at the University of Wisconsin in Eau Claire, emphasizes the central role of integrity, independence, and professional skepticism in strengthening audit quality. He discusses persistent challenges in areas like internal controls and risk assessment, the importance of emerging standard-setting updates, and the need for stronger accountability to rebuild and maintain public trust.

Learning Objectives:

• Identify key ethical principles—such as integrity, independence, and professional skepticism—that underpin effective audit practice.
• Recognize common drivers of audit deficiencies and the factors that challenge audit quality across firms.
• Distinguish evolving regulatory expectations, including updates to fraud-related standards and oversight mechanisms.
• Recall strategies auditors can use to strengthen public trust and select approaches that support consistent, high-quality audit execution.

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:1/1/26

Join behavioral-ethics expert Jason Meyer of Princeton Business Law and LeadGood Education as he explains why traditional, rule-heavy compliance training often misses the mark—and how finance professionals can create programs that truly influence behavior. This session explores practical methods such as audience-focused design, storytelling, multimodal learning, and values-based decision frameworks. Meyer shares the "eight mindsets" that help transform compliance education into something employees notice, trust, and remember, giving organizations a stronger ethics culture and more effective risk management.

Learning Objectives:

• Identify the key reasons traditional compliance and ethics training often fails to influence behavior and connect with learners.
• Recognize how shorter, multimodal, audience-centered formats improve engagement.
• Indicate how values-based messaging, universal design, and psychological safety contribute to better ethical decision-making.
• Recognize how the "eight mindsets" guide more effective ethics and compliance programs.

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:1/1/26

Join Kevin Gehrmann, Tax Partner at Wiss & Company, as he breaks down how the One Big Beautiful Bill Act (OBBBA) is reshaping tax strategy for businesses. This session explores the return of immediate expensing for domestic R&E costs under Section 174, key planning elections, and the critical role of modeling. Kevin Gehrmann shares practical insights on IRS compliance, Rev. Proc. 2025-28, and the interplay with depreciation and interest rules—equipping tax professionals to optimize deductions and navigate financial reporting with confidence.

Learning Objectives:

• Identify how the One Big Beautiful Bill Act (OBBBA) modifies the treatment of domestic and foreign research and experimental (R&E) expenses under IRC Section 174.
• Recall the interaction between Section 174 deductions and the Section 41 R&D credit, including implications of the Section 280C adjustment.
• Recognize the documentation, filing requirements, and IRS guidance under Rev. Proc. 2025-28 for making method changes and claiming deductions.
• Distinguish between expensing and amortization strategies and their effects on pass-throughs, state taxes, and financial reporting.

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:1/1/26

In this session, Professor Anne Tucker, Robert Cotten Alston Chair in Corporate Law at the University of Georgia, examines how landmark cases like Moelis and Tornetta are reshaping corporate governance. She discusses shifting power dynamics between boards and controlling shareholders, highlights evolving fiduciary standards, and offers insights into Delaware reforms, emerging jurisdictions, and how corporate leaders can respond with transparency, diligence, and strategic foresight.

Learning Objectives:

• Identify how recent Delaware cases (Moelis and Tornetta) have shifted corporate governance norms and board authority.
• Recognize the implications of shareholder agreements and contractual control provisions on fiduciary duties and transparency.
• Recall the evolving definitions and safe harbor protections for controlling shareholders in light of statutory amendments.
• Distinguish between lawful shareholder rights and impermissible constraints on board decision-making under revised Delaware law.

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:1/1/26

Manuela Dantas, Assistant Professor of Accounting at California State University Northridge, discusses the evolution, global adoption, and economic impact of IFRS, highlighting its role in improving transparency, comparability, and investor confidence. She explains key differences from U.S. GAAP, the challenges of principle-based standards, and the importance of strong enforcement. Dantas also outlines emerging priorities, including sustainability reporting and the growing influence of the ISSB.

Learning Objectives:

• Identify the major milestones that led to global IFRS adoption and its impact on international financial reporting.
• Distinguish key philosophical and practical differences between IFRS and U.S. GAAP, including principles- versus rules-based standards.
• Recognize the economic and transparency effects of IFRS implementation across countries with varying enforcement strength.
• Recall the purpose of the ISSB and indicate how emerging sustainability standards expand the IFRS Foundation's mission.

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:1/1/26

Join global mobility expert David Livitt as he explains how to transform mobility from a transactional function into a strategic driver of business growth and talent development. This session introduces practical frameworks—such as the Target Operating Model, policy segmentation, and modern ROI measurement models—to help organizations design mobility programs that accelerate capability building, support leadership pipelines, and deliver clear business impact. Participants will gain actionable tools and templates to elevate mobility into a true strategic enabler.

Learning Objectives:

• Identify the components of a strategic global mobility program and how they align with broader business and talent goals.
• Distinguish between transactional mobility activities and strategic mobility practices that drive capability, leadership development, and market growth.
• Recognize how frameworks such as the Target Operating Model, policy segmentation, and cross-functional RACI structures strengthen program effectiveness.
• Indicate how mobility ROI is measured using models like the Mobility ROI Pyramid and Kirkpatrick Evaluation Model across compliance, operations, talent, and business impact.

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. Partial credit will not be awarded.

Last Review Date: 1/1/2026

Join expert instructor Paul Mladjenovic, CFP® Board Emeritus and author of Stock Investing for Dummies and Passive Income for Dummies, as he guides accounting and finance professionals through today's most effective passive income strategies. This course explores interest-bearing assets, dividend-focused investments, annuities, enhanced-income ETFs, and practical options-based techniques to help you evaluate risk, understand tax implications, and identify sustainable income opportunities. With Paul's real-world insights and actionable frameworks, you'll be equipped to help clients build diversified, inflation-resilient income portfolios that support long-term financial security.

Learning Objectives:

• Identify key passive income strategies, including interest-based, dividend-based, annuity, and options-driven income sources.
• Recognize major risks—such as inflation, credit, and market volatility—that affect passive income investments.
• Distinguish among bonds, dividend stocks, mutual funds, ETFs, and enhanced-income ETFs based on structure and tax treatment.
• Select appropriate income-producing investments using indicators such as bond ratings, dividend payout ratios, and option obligations.

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. Partial credit will not be awarded.

Last Review Date: 1/1/2026