Earn Credit With the Accounting CPE Webinar Library

Go beyond the standards and see how private company GAAP is really shaped. This course offers an inside look at the Private Company Council and its work with the FASB to address the unique needs of private companies. Hear directly from PCC Chair Jere Shawver on agenda priorities, stakeholder outreach, and why practitioner input matters. Gain practical insight to help you interpret guidance, anticipate change, and better support clients and stakeholders.

Learning Objectives:

• Identify the role of the Private Company Council in advising the FASB on private company accounting standards.
• Recognize the criteria used by the PCC to prioritize agenda items affecting private company GAAP.
• Distinguish between the perspectives of users, preparers, and practitioners in the PCC’s outreach and standard-setting process.
• Identify how PCC communication and transparency initiatives support interpretation of private company accounting guidance.

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: 2/1/26

Finance and accounting professionals must apply a disciplined, decision-first approach to using data under uncertainty. David Schlosser, PhD, Senior Advisor at Velocity Advisory Group, presents a practical system for making defensible, data-driven decisions—addressing cognitive biases, data quality and controls, and decision governance. He emphasizes when data is “good enough,” how to avoid analysis paralysis, and how to align measurement, accountability, and documentation to support sound judgment and audit-ready decisions.
Learning Objectives:

• Identify decision questions, assumptions, and measures that support timely, defensible choices in finance and accounting contexts.
• Recognize common sources of bias, data limitations, and governance challenges that can weaken professional judgment and decision quality.
• Distinguish between data that is sufficient to inform action and data that requires additional validation, controls, or documentation.
• Select appropriate roles, metrics, and review mechanisms to support accountability, learning, and audit-ready decision-making.

Prerequisites/Advanced Preparation: Work experience in a corporate staff environment, or an introductory course in information technology. Speaker/Author: Dave Schlosser

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: 2/1/2026

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

Toby Groves, founder of Cognificent Learning, explores how cognitive psychology shapes judgment and decision-making in auditing and other high-stakes professions. Drawing on his background as a CPA and psychologist, he explains how stress, bias, situational awareness, and overreliance on technology—including AI—affect audit quality and ethical outcomes. Groves emphasizes operational definitions, metacognition, and deeper engagement with information to strengthen professional judgment under pressure.
Learning Objectives:

• Identify key cognitive processes—such as metacognition, reactivity, and situational awareness—that influence audit judgment and decision-making under pressure.
• Recognize how stress, time constraints, and information overload impair judgment quality and increase the risk of errors and ethical missteps.
• Distinguish between human cognition and AI capabilities to evaluate appropriate reliance on technology in audit judgment and decision-making.
• Recall practical strategies for improving situational awareness and critical thinking, including perspective-taking and engagement with underlying source data.

Prerequisites/Advanced Preparation: Work experience in auditing, or an introductory course in auditing.
Speaker/Author: Toby Groves

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: 2/1/2026

Laurie Smith, Tax Partner at Wiss & Company, LLP, outlines how recent tax reforms require a shift from compliance to strategic advisory. This session explores key provisions and how they interact to impact planning. Attendees will learn to identify modeling risks, clarify client misconceptions, and recognize when deeper analysis is needed to guide smarter, multi-year tax decisions.

Learning Objectives:

• Identify key tax reform provisions impacting R&E capitalization, bonus depreciation, and interest deductibility
• Recall when and why to engage specialized tax advisory resources for complex client situations
• Recognize common client misconceptions and oversimplified modeling approaches related to Sections 174, 168(k), and 163(j)
• Identify how tax planning strategies differ between entity types

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: 2/1/2026

Calvin Harris, CEO of the New York State Society of CPAs, speaks with Joel Black, Chair of the Governmental Accounting Standards Board (GASB), about current priorities in governmental accounting and financial reporting. Black discusses how GASB is responding to stakeholder needs while considering resource constraints, and shares insights on the Board's ongoing efforts to improve standards, transparency, and engagement with governments, auditors, and financial statement users.

Learning Objectives:

• Identify key GASB initiatives aimed at improving governmental financial reporting while addressing resource and workforce constraints.
• Recognize major technical agenda projects, including infrastructure assets, severe financial stress disclosures, and revenue and expense recognition efforts.
• Distinguish between exchange and nonexchange transaction categories and how GASB's proposed guidance may affect recognition models.
• Indicate how stakeholder engagement tools, digital reporting taxonomy development, and disclosure research support transparency and user-focused 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: 3/1/2026

As sustainability reporting moves into the spotlight, ethical expectations are rising fast. In this session, Kam Leung and Szilvia Sramko break down the International Ethics Standards for Sustainability Assurance (IESSA) and what they mean for assurance professionals navigating complex value chains, external experts, and advanced technologies. Attendees will learn how to spot ethical risks early, exercise sound judgment, and protect independence in a rapidly evolving assurance landscape.

Learning Objectives:

• Identify the purpose and core principles of the International Ethics Standards for Sustainability Assurance (IESSA)
• Recall key ethical and independence considerations unique to sustainability assurance engagements
• Recognize how proportionality, public interest entity (PIE) status, and engagement scope affect independence and compliance requirements
• Identify ethical threats related to pressure, fees, the use of external experts, and emerging technologies in sustainability assurance engagements

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: 2/1/2026

Inherited retirement accounts have changed—and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.

Learning Objectives:

• Identify key changes introduced by the SECURE Act and SECURE 2.0 affecting inherited retirement accounts and distribution rules.
• Recognize strategies for using inherited retirement distributions to enhance retirement savings without increasing overall tax liability.
• Identify factors that influence planning decisions for beneficiaries, including age, compensation, and access to employer-sponsored retirement plans.
• Recall common compliance and planning considerations related to Roth strategies, charitable distributions, and required minimum distributions.

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: 3/1/2026

Managing Partner Chet Buchman of Swindoll, Janzen, Hawk & Loyd discusses how his firm restructured its business model to move beyond compliance work toward client advisory services. He explains how clarifying firm vision, adjusting pricing and client mix, managing capacity, and tracking key financial metrics supported sustainable growth, improved efficiency, and enhanced work-life balance, while strengthening client relationships and long-term firm viability.

Learning Objectives:

• Identify common motivations for CPA firms to move from traditional compliance work toward advisory services.
• Recognize how firm vision and client mix decisions influence long-term sustainability and efficiency.
• Distinguish between different levels of advisory services within a CPA firm environment.
• Select financial and operational indicators used to monitor firm performance and capacity.

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: 2/1/2026

Technical expertise alone doesn't create high-performing finance teams. In this session, Joe Witte of Velocity Advisory Group introduces the Birds Model, a practical framework that helps accounting and finance professionals understand how behavior influences communication, decision-making, and performance under pressure. Through four simple archetypes—eagle, parrot, dove, and owl—participants learn how to adapt their approach to reduce friction, improve collaboration, and balance accuracy with efficiency in today's fast-paced accounting environment.

Learning Objectives:

• Identify the four Birds Model archetypes (eagle, parrot, dove, owl) and describe how they align to DISC behavioral styles.
• Distinguish how each bird style typically communicates, makes decisions, and responds under pressure in finance and accounting settings.
• Recognize strategies to improve collaboration, manage conflict, and tailor communication across cross-functional stakeholders.
• Select appropriate techniques to balance precision and efficiency—especially when coaching detail-driven "owl" behaviors during deadline-driven work.

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: 3/1/2026

Toby Groves, founder of Cognificent Learning, explores how cognitive psychology shapes judgment and decision-making in auditing and other high-stakes professions. Drawing on his background as a CPA and psychologist, he explains how stress, bias, situational awareness, and overreliance on technology—including AI—affect audit quality and ethical outcomes. Groves emphasizes operational definitions, metacognition, and deeper engagement with information to strengthen professional judgment under pressure.
Learning Objectives:

• Identify key cognitive processes—such as metacognition, reactivity, and situational awareness—that influence audit judgment and decision-making under pressure.
• Recognize how stress, time constraints, and information overload impair judgment quality and increase the risk of errors and ethical missteps.
• Distinguish between human cognition and AI capabilities to evaluate appropriate reliance on technology in audit judgment and decision-making.
• Recall practical strategies for improving situational awareness and critical thinking, including perspective-taking and engagement with underlying source data.

Prerequisites/Advanced Preparation: Work experience in auditing, or an introductory course in auditing.
Speaker/Author: Toby Groves

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: 2/1/2026

Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions, and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3's implications for individuals and small businesses with greater confidence.

Learning Objectives:

• Identify key individual tax provisions made permanent under OB3, including tax brackets, standard deductions, and mortgage interest limits.
• Recall newly created OB3 deductions and credits affecting individuals and families, such as senior deductions, child tax credits, and car loan interest.
• Recognize changes to itemized deductions and thresholds, including SALT deduction caps and alternative minimum tax adjustments.
• Identify major OB3 benefits applicable to small businesses, including pass-through income deductions and enhanced depreciation rules.

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: 3/1/2026

Internal auditors play a critical role in ensuring ethical, compliant AI adoption by promoting strong governance, clear accountability, and lifecycle monitoring. Nick Ajmera, internal audit leader at an electrical utility, outlines board-level oversight, cross-functional committees, and unified policies aligned to frameworks like ISO/IEC 42001 and NIST. He highlights key risks—bias, drift, privacy, and explainability—and recommends KPIs, vendor controls, and monitoring tools to sustain effective AI governance.

Learning Objectives:

• Identify key governance structures, roles, and policies required to support ethical and compliant AI adoption within internal audit and financial services organizations.
• Recognize significant AI-related risks—including bias, drift, privacy, and explainability—and their implications for audit, risk, and compliance functions.
• Distinguish how frameworks such as NIST AI RMF, COSO ERM, and ISO/IEC 42001 support the assessment, prioritization, and oversight of AI risks across the AI lifecycle.
• Select appropriate controls, KPIs, and monitoring practices to evaluate AI governance effectiveness, including third-party and post-implementation oversight.

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: 2/1/2026

David Livitt, founder of Livitt & Associates, discusses the evolution of global mobility from a transactional function to a strategic contributor to business and talent outcomes. He examines how mobility supports market expansion, leadership development, and workforce planning, and highlights the skills, governance considerations, and performance measures needed to run effective mobility programs.

Learning Objectives:

• Identify how global mobility has shifted from a compliance-focused function to a strategic business tool.
• Recognize key business drivers that influence global mobility strategy.
• Distinguish the skills and capabilities required for mobility teams to operate as strategic partners.
• Select meaningful measures used to evaluate the effectiveness of global mobility 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: 3/1/2026

Finance and accounting professionals must apply a disciplined, decision-first approach to using data under uncertainty. David Schlosser, PhD, Senior Advisor at Velocity Advisory Group, presents a practical system for making defensible, data-driven decisions—addressing cognitive biases, data quality and controls, and decision governance. He emphasizes when data is “good enough,” how to avoid analysis paralysis, and how to align measurement, accountability, and documentation to support sound judgment and audit-ready decisions.
Learning Objectives:

• Identify decision questions, assumptions, and measures that support timely, defensible choices in finance and accounting contexts.
• Recognize common sources of bias, data limitations, and governance challenges that can weaken professional judgment and decision quality.
• Distinguish between data that is sufficient to inform action and data that requires additional validation, controls, or documentation.
• Select appropriate roles, metrics, and review mechanisms to support accountability, learning, and audit-ready decision-making.

Prerequisites/Advanced Preparation: Work experience in a corporate staff environment, or an introductory course in information technology. Speaker/Author: Dave Schlosser

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: 2/1/2026

Go beyond the standards and see how private company GAAP is really shaped. This course offers an inside look at the Private Company Council and its work with the FASB to address the unique needs of private companies. Hear directly from PCC Chair Jere Shawver on agenda priorities, stakeholder outreach, and why practitioner input matters. Gain practical insight to help you interpret guidance, anticipate change, and better support clients and stakeholders.

Learning Objectives:

• Identify the role of the Private Company Council in advising the FASB on private company accounting standards.
• Recognize the criteria used by the PCC to prioritize agenda items affecting private company GAAP.
• Distinguish between the perspectives of users, preparers, and practitioners in the PCC’s outreach and standard-setting process.
• Identify how PCC communication and transparency initiatives support interpretation of private company accounting guidance.

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: 2/1/2026

Calvin Harris, CEO of the New York State Society of CPAs, speaks with Joel Black, Chair of the Governmental Accounting Standards Board (GASB), about current priorities in governmental accounting and financial reporting. Black discusses how GASB is responding to stakeholder needs while considering resource constraints, and shares insights on the Board's ongoing efforts to improve standards, transparency, and engagement with governments, auditors, and financial statement users.

Learning Objectives:

• Identify key GASB initiatives aimed at improving governmental financial reporting while addressing resource and workforce constraints.
• Recognize major technical agenda projects, including infrastructure assets, severe financial stress disclosures, and revenue and expense recognition efforts.
• Distinguish between exchange and nonexchange transaction categories and how GASB's proposed guidance may affect recognition models.
• Indicate how stakeholder engagement tools, digital reporting taxonomy development, and disclosure research support transparency and user-focused 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: 3/1/2026

Inherited retirement accounts have changed—and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.

Learning Objectives:

• Identify key changes introduced by the SECURE Act and SECURE 2.0 affecting inherited retirement accounts and distribution rules.
• Recognize strategies for using inherited retirement distributions to enhance retirement savings without increasing overall tax liability.
• Identify factors that influence planning decisions for beneficiaries, including age, compensation, and access to employer-sponsored retirement plans.
• Recall common compliance and planning considerations related to Roth strategies, charitable distributions, and required minimum distributions.

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: 3/1/2026

Technical expertise alone doesn't create high-performing finance teams. In this session, Joe Witte of Velocity Advisory Group introduces the Birds Model, a practical framework that helps accounting and finance professionals understand how behavior influences communication, decision-making, and performance under pressure. Through four simple archetypes—eagle, parrot, dove, and owl—participants learn how to adapt their approach to reduce friction, improve collaboration, and balance accuracy with efficiency in today's fast-paced accounting environment.

Learning Objectives:

• Identify the four Birds Model archetypes (eagle, parrot, dove, owl) and describe how they align to DISC behavioral styles.
• Distinguish how each bird style typically communicates, makes decisions, and responds under pressure in finance and accounting settings.
• Recognize strategies to improve collaboration, manage conflict, and tailor communication across cross-functional stakeholders.
• Select appropriate techniques to balance precision and efficiency—especially when coaching detail-driven "owl" behaviors during deadline-driven work.

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: 3/1/2026

Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions, and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3's implications for individuals and small businesses with greater confidence.

Learning Objectives:

• Identify key individual tax provisions made permanent under OB3, including tax brackets, standard deductions, and mortgage interest limits.
• Recall newly created OB3 deductions and credits affecting individuals and families, such as senior deductions, child tax credits, and car loan interest.
• Recognize changes to itemized deductions and thresholds, including SALT deduction caps and alternative minimum tax adjustments.
• Identify major OB3 benefits applicable to small businesses, including pass-through income deductions and enhanced depreciation rules.

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: 3/1/2026

David Livitt, founder of Livitt & Associates, discusses the evolution of global mobility from a transactional function to a strategic contributor to business and talent outcomes. He examines how mobility supports market expansion, leadership development, and workforce planning, and highlights the skills, governance considerations, and performance measures needed to run effective mobility programs.

Learning Objectives:

• Identify how global mobility has shifted from a compliance-focused function to a strategic business tool.
• Recognize key business drivers that influence global mobility strategy.
• Distinguish the skills and capabilities required for mobility teams to operate as strategic partners.
• Select meaningful measures used to evaluate the effectiveness of global mobility 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: 3/1/2026