BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.17.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:South Carolina Association of CPAs X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20280312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20281105T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260908T145000 DTEND;TZID=America/Detroit:20260908T163000 DTSTAMP:20260806T233624Z CREATED:20260806T230628Z LAST-MODIFIED:20260806T233624Z UID:10006573-1788879000-1788885000@sc.cpa SUMMARY:(LIMG02/27) Supervisor Skills - Coaching Staff to Stay on the Right Track DESCRIPTION:Event Description\nBeing a successful coach requires tackling various responsibilities\, including motivating\, providing positive and constructive feedback\, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities. \nObjectives\n\nRecall how to motivate teams for engagement success \nExplain the appropriate use of different coaching styles appropriately matched to the circumstances \nDescribe a process for engaging in difficult conversations \nRecall a process for giving constructive feedback and creating professional development plans URL:https://sc.cpa/event/limg02-27-supervisor-skills-coaching-staff-to-stay-on-the-right-track/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260910T130000 DTEND;TZID=America/Detroit:20260910T135000 DTSTAMP:20260806T231015Z CREATED:20260806T231015Z LAST-MODIFIED:20260806T231015Z UID:10006584-1789045200-1789048200@sc.cpa SUMMARY:(LITE08/27) AI Clinic: Spreadsheet Formula Help (with Validation) DESCRIPTION:Event Description\nLearn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You’ll leave with practical examples you can confidently apply to real-world spreadsheets. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. Apply cybersecurity and data protection controls to reduce breach and fraud risk. URL:https://sc.cpa/event/lite08-27-ai-clinic-spreadsheet-formula-help-with-validation/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261006T083000 DTEND;TZID=America/Detroit:20261006T115000 DTSTAMP:20260806T233023Z CREATED:20260806T233023Z LAST-MODIFIED:20260806T233023Z UID:10006614-1791275400-1791287400@sc.cpa SUMMARY:(LIAA22/27) Annual Accounting and Financial Reporting Update DESCRIPTION:Event Description\nThis course focuses on explaining the theory behind major issues and trends\, enabling professionals to understand the most important aspects of relevant technical standards related to accounting and financial reporting. \nObjectives\n\nIdentify “hot topics” in accounting and financial reporting \nRecall “plain language” explanations of current and emerging U.S. GAAP requirements URL:https://sc.cpa/event/liaa22-27-annual-accounting-and-financial-reporting-update/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261013T083000 DTEND;TZID=America/Detroit:20261013T115000 DTSTAMP:20260806T234322Z CREATED:20260806T234321Z LAST-MODIFIED:20260806T234322Z UID:10006625-1791880200-1791892200@sc.cpa SUMMARY:(LIOT09/27) Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About DESCRIPTION:Event Description\nIn today’s competitive marketplace\, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies\, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. \nObjectives\nIdentify what types of benefits employees find valuable. \nRecall the basic types of retirement plans and how they differ.\nDistinguish between the basic health insurance plan types. \nRecognize how life insurance may be incorporated into an employee benefits package. URL:https://sc.cpa/event/liot09-27-retaining-talent-in-a-competitive-marketplace-creating-a-benefits-program-employees-care-about/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261028T131000 DTEND;TZID=America/Detroit:20261028T140000 DTSTAMP:20260806T225817Z CREATED:20260806T225816Z LAST-MODIFIED:20260806T225817Z UID:10006556-1793193000-1793196000@sc.cpa SUMMARY:(LITX32/27) Lifecycle Financial Planning: Estate Planning - Form 1041 Basics DESCRIPTION:Event Description\nAfter the loss of a loved one\, nothing can be more stressful to the client than trying to deal with tax filings. As practitioners\, we can make the lives of clients dealing with these losses much easier if we can help them navigate these forms. In this course\, we will discuss some of the opportunities on Form 1041. We will discuss basic tax strategy\, elections that may be made\, as well as opportunities that may be available. By understanding these things\, you will be in a better position to give grieving clients the best advice possible during difficult times. \nObjectives\nIdentify who needs to file a Form 1041 Income Tax Return. \nState common deductions and elections available for estates on Form 1041. \nRecognize the key considerations when making a distribution to beneficiaries. URL:https://sc.cpa/event/litx32-27-lifecycle-financial-planning-estate-planning-form-1041-basics/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261103T083000 DTEND;TZID=America/Detroit:20261103T101000 DTSTAMP:20260806T225516Z CREATED:20260806T225516Z LAST-MODIFIED:20260806T225516Z UID:10006553-1793694600-1793700600@sc.cpa SUMMARY:(LIAA01R/27) 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance - Rebroadcast DESCRIPTION:Event Description\nThis comprehensive course provides a focused update on key auditing developments affecting GAGAS and Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance and related Single Audit requirements. \nParticipants will begin with an overview of significant revisions to the 2024 Yellow Book\, including changes related to quality management\, key audit matters\, and effective dates. The course also addresses the GAO’s implementation delay and its implications for audit planning\, along with recent updates to the Green Book that may affect internal control considerations for governmental entities and Single Audits. \nThe course then shifts to recent developments affecting Single Audits\, including the 2024 Uniform Guidance overhaul\, updates to Appendix B of the AICPA GAS/Single Audit Guide\, and guidance issued through the Office of Management and Budget (OMB). Reporting-related changes\, including the transition to SAM.gov-based reporting\, are also discussed. \nDesigned for auditors working with governmental and nonprofit entities receiving federal awards\, this course helps participants understand how recent auditing and compliance changes intersect—and what to monitor as expectations continue to evolve. \nObjectives\n\nRecall quality management requirements under the 2024 Yellow Book. \nIdentify changes to the effective date of the 2024 Yellow Book. \nRecognize recent updates to the Green Book affecting internal control considerations. \nRecognize the impact of the 2024 Uniform Guidance changes on Single Audits. \nIdentify changes in Appendix B of the AICPA GAS/Single Audit Guide affecting Single Audit engagements. \nRecall key changes introduced through recent OMB memoranda relevant to Single Audits. URL:https://sc.cpa/event/liaa01r-27-2026-27-governmental-auditing-update-yellow-book-uniform-guidance-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261103T102000 DTEND;TZID=America/Detroit:20261103T111000 DTSTAMP:20260806T230416Z CREATED:20260806T230416Z LAST-MODIFIED:20260806T230416Z UID:10006562-1793701200-1793704200@sc.cpa SUMMARY:(LIAA13R/27) Internal Control Frameworks for Single Audit - Rebroadcast DESCRIPTION:Event Description\nThe Uniform Guidance identifies COSO and the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework\, including its 2013 update\, and explores its application to the Green Book. Attendees will learn to recall the five components and 17 principles of internal control\, understand the benefits of adopting internal control frameworks\, and recognize the rationale behind the COSO 2013 update and its impact on auditing practices. Additionally\, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls. \nObjectives\n\nRecall the five components and 17 principles of internal controls \nIdentify the benefits of internal control frameworks \nRecognize the reasons for the COSO 2013 Update URL:https://sc.cpa/event/liaa13r-27-internal-control-frameworks-for-single-audit-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261103T130000 DTEND;TZID=America/Detroit:20261103T153000 DTSTAMP:20260806T231305Z CREATED:20260806T231305Z LAST-MODIFIED:20260806T231305Z UID:10006591-1793710800-1793719800@sc.cpa SUMMARY:(LITX36/27) Tax Planning: Multi-State Nexus\, Apportionment\, and SALT Exposure DESCRIPTION:Event Description\nGain clarity around the growing risks and planning opportunities tied to multi-state business activity and SALT exposure. This course delivers practical guidance on nexus standards\, apportionment methods\, and proactive planning strategies to help manage compliance and reduce unexpected state tax liabilities. \nObjectives\nIdentify high-impact federal and South Carolina tax issues that affect planning and compliance decisions. Apply practical planning steps\, documentation practices\, and risk flags to typical client scenarios. Identify year-end planning actions that improve tax outcomes for businesses\, owners\, and key stakeholders. URL:https://sc.cpa/event/litx36-27-tax-planning-multi-state-nexus-apportionment-and-salt-exposure/ CATEGORIES:Livestream ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261105T102000 DTEND;TZID=America/Detroit:20261105T120000 DTSTAMP:20260806T230027Z CREATED:20260806T230026Z LAST-MODIFIED:20260806T230027Z UID:10006558-1793874000-1793880000@sc.cpa SUMMARY:(LIAA33/27) How to Audit Inventory DESCRIPTION:Event Description\nInventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory\, including the related audit assertions\, risks\, & threats to inventory. During this course\, we will also highlight the various substantive auditing procedures that staff should perform\, and also walk through how to conduct a physical inventory observation. \nObjectives\n\nRecall the audit assertions applicable to inventory \nRecognize risks & threats related to the inventory balance \nIdentify substantive auditing procedures that are used to obtain comfort over inventory URL:https://sc.cpa/event/liaa33-27-how-to-audit-inventory/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261105T130000 DTEND;TZID=America/Detroit:20261105T144000 DTSTAMP:20260806T233426Z CREATED:20260806T233425Z LAST-MODIFIED:20260806T233426Z UID:10006617-1793883600-1793889600@sc.cpa SUMMARY:(LIOT12/27) Power Skills: Your Guide to Professionalism and Client Interactions DESCRIPTION:Event Description\nClient interactions and professionalism are at the core of what we do as accountants. However\, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course\, we will discuss best practices when communicating with the client\, and also walk through complicated scenarios to practice what we learn. \nObjectives\n\nRecall best practices in professionalism during oral and written communication with clients URL:https://sc.cpa/event/liot12-27-power-skills-your-guide-to-professionalism-and-client-interactions/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261110T083000 DTEND;TZID=America/Detroit:20261110T101000 DTSTAMP:20260806T232821Z CREATED:20260806T232821Z LAST-MODIFIED:20260806T232821Z UID:10006612-1794299400-1794305400@sc.cpa SUMMARY:(LIET08/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards. URL:https://sc.cpa/event/liet08-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Chris D. Jenkins%2C CAE%2C CCNA%2C CISSP%2C MCSE":MAILTO:chris@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261119T080000 DTEND;TZID=America/Detroit:20261120T165000 DTSTAMP:20260806T233025Z CREATED:20260806T233024Z LAST-MODIFIED:20260806T233025Z UID:10006615-1795075200-1795193400@sc.cpa SUMMARY:(CN4110/27) Fall Fest Accounting Conference DESCRIPTION:Event Description\nFall Fest\, one of SCACPA’s 2 conferences\, features sessions along 5 different tracks over 2 days. Tracks include Tax\, Accounting & Auditing\, Industry\, Non-Profit\, and Variety. Fall Fest is renowned for the largest in-person gathering of CPAs in the state. It also features the New CPA Oath Ceremony\, the Educational Fund Scholarship Recognition Luncheon\, prime networking opportunities\, and a variety of exhibitors to solve your business needs. \n  \n  \nDesigned For\n  URL:https://sc.cpa/event/cn4110-27-fall-fest-accounting-conference/ LOCATION:Columbia Metropolitan Convention Center\, 1101 Lincoln St\, Columbia\, SC\, United States CATEGORIES:In-Person END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261202T083000 DTEND;TZID=America/Detroit:20261202T115000 DTSTAMP:20260806T234020Z CREATED:20260806T234019Z LAST-MODIFIED:20260806T234020Z UID:10006621-1796200200-1796212200@sc.cpa SUMMARY:(LITX39/27) Practice & Regulatory Update for Financial Advisors – End of Year 2026 DESCRIPTION:Event Description\nThe regulatory world is complex for financial advisors. Not only are you subject to SEC and FINRA regulations\, but also what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing\, insurance\, and taxes. It is not enough to just know the code section or the final rule affecting them. Your clients want to know how changes and updates affect their financial well-being. And what if you are a Certified Financial Planner? Then we need to worry about CFP Board too! It is enough to make your head spin! \nThat’s where our quarterly practice and regulatory update can help. In this 4-hour update\, we will focus on year-end financial and tax planning strategies for your advisory clients\, review SEC regulatory priorities heading into 2027\, and discuss estate planning opportunities arising from OBBBA’s enhanced exemption amounts. We’ll also cover year-end retirement planning strategies\, RMD considerations for year-end client meetings\, and new CFP continuing education reporting requirements. Don’t worry. We won’t just hurl code sections at you. Using practical and easy to understand examples\, we will illustrate the concepts that mean the most to you – so you will be well-prepared for the many things that a client throws your way! \nObjectives\n• State year-end financial and tax planning strategies for advisory clients under current law.• Identify SEC regulatory priorities and new compliance requirements heading into 2027.• Recognize estate planning opportunities arising from OBBBA-enhanced exemption amounts.• Recall year-end retirement account and RMD planning considerations for advisory clients.• State new CFP continuing education reporting requirements and credentialing updates. URL:https://sc.cpa/event/litx39-27-practice-regulatory-update-for-financial-advisors-end-of-year-2026/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261208T095000 DTEND;TZID=America/Detroit:20261208T131000 DTSTAMP:20260806T225408Z CREATED:20260806T225408Z LAST-MODIFIED:20260806T225408Z UID:10006551-1796723400-1796735400@sc.cpa SUMMARY:(LITX45/27) Federal Tax Update for Businesses – End of Year 2026 DESCRIPTION:Event Description\nBeing a tax practitioner over the last few years has been tough! The tax landscape is constantly changing\, and this shows no signs of slowing down. With the passage of the One Big Beautiful Bill Act (OBBBA) and the more recent guidance about it\, there’s even more for practitioners to keep up with. Now more than ever\, you need more than just new code sections hurled your way—you need a reliable and practical way to stay on top of new legislation\, IRS focus areas\, and key developments affecting your clients. We’ll walk through recent updates for employers related to tip deduction and overtime deduction reporting. We will also talk about those tricky expiration dates related to green energy credits. Finally\, we will discuss disproportionate distributions to partners. Through discussion and easy-to-follow examples\, you’ll be better prepared to answer tough client questions and stay current year-round. Not just during tax season! \nObjectives\nState the major provisions of the OBBBA related to businesses. \nIdentify recent guidance related to the tip deduction and overtime deduction for employers. \nState when green energy credits may be taken and when they expire in accordance with recent guidance. \nRecognize differences in tax implications and reporting for proportionate and disproportionate distributions. URL:https://sc.cpa/event/litx45-27-federal-tax-update-for-businesses-end-of-year-2026/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261209T083000 DTEND;TZID=America/Detroit:20261209T092000 DTSTAMP:20260806T233622Z CREATED:20260806T230723Z LAST-MODIFIED:20260806T233622Z UID:10006575-1796805000-1796808000@sc.cpa SUMMARY:(LITE10/27) MFA + Password Manager Rollout Plan DESCRIPTION:Event Description\nCreate a clear\, practical roadmap for implementing multi-factor authentication and password managers across your organization. This course outlines best practices\, common adoption challenges\, and rollout strategies to strengthen security while minimizing user resistance. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Apply cybersecurity and data protection controls to reduce breach and fraud risk. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite10-27-mfa-password-manager-rollout-plan/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261209T093000 DTEND;TZID=America/Detroit:20261209T102000 DTSTAMP:20260806T233611Z CREATED:20260806T230614Z LAST-MODIFIED:20260806T233611Z UID:10006567-1796808600-1796811600@sc.cpa SUMMARY:(LITE11/27) Secure File Sharing and Retention DESCRIPTION:Event Description\nEnsure sensitive files are shared securely while meeting retention and compliance obligations with confidence. This course covers best practices for secure file sharing\, access controls\, and retention policies to reduce risk and protect organizational data. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Apply cybersecurity and data protection controls to reduce breach and fraud risk. URL:https://sc.cpa/event/lite11-27-secure-file-sharing-and-retention/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261215T083000 DTEND;TZID=America/Detroit:20261215T092000 DTSTAMP:20260806T233614Z CREATED:20260806T230725Z LAST-MODIFIED:20260806T233614Z UID:10006578-1797323400-1797326400@sc.cpa SUMMARY:(LITE12/27) Incident Response Checklist for Finance DESCRIPTION:Event Description\nBe prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear\, finance-focused incident response checklist to help limit damage\, meet reporting obligations\, and support an effective recovery. \nObjectives\n\nApply one control improvement; reduce common attack/fraud risks; validate steps. \nDesign practical policies (WISP/AI) and implementation checklists for teams and vendors. \nApply cybersecurity and data protection controls to reduce breach and fraud risk. URL:https://sc.cpa/event/lite12-27-incident-response-checklist-for-finance/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261215T093000 DTEND;TZID=America/Detroit:20261215T102000 DTSTAMP:20260806T233628Z CREATED:20260806T230613Z LAST-MODIFIED:20260806T233628Z UID:10006565-1797327000-1797330000@sc.cpa SUMMARY:(LITE13/27) Phishing Simulation Follow-Up Actions DESCRIPTION:Event Description\nReinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities\, improve employee awareness\, and strengthen your organization’s overall security posture. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Strengthen incident response readiness and communication workflows. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite13-27-phishing-simulation-follow-up-actions/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270112T083000 DTEND;TZID=America/Detroit:20270112T115000 DTSTAMP:20260806T231212Z CREATED:20260806T231211Z LAST-MODIFIED:20260806T231212Z UID:10006589-1799742600-1799754600@sc.cpa SUMMARY:(LIET14/27) Smart\, Secure\, and Productive - Rebroadcast DESCRIPTION:Event Description\nTaxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents. \nParticipants will learn how IRS Publication 4557 guidance\, the FTC Safeguards Rule requirements\, and a Written Information Security Plan (WISP) work together in practice. The session emphasizes operational controls\, staff decision points\, and documentation that reflects actual firm activity—not theoretical or template-based approaches. \nRather than focusing solely on tools or awareness\, this program explains how common incidents occur through ordinary business actions such as email requests\, data handling\, and approval workflows—and how verification procedures\, defined responsibilities\, and repeatable processes help mitigate those risks. \nAttendees will leave with a clear\, actionable approach to developing or strengthening a security program that is appropriate to their firm’s size and complexity and can be supported with consistent documentation and review practices. \nObjectives\n1. Explain how key regulatory guidance and requirements relate in practice Describe how IRS Publication 4557\, the FTC Safeguards Rule\, and a WISP collectively support safeguarding taxpayer and customer information. \n2. Identify common risk scenarios in CPA firm workflows Recognize how incidents can occur through routine activities such as email communication\, credential use\, data transmission\, and vendor interaction. \n3. Describe appropriate safeguards across administrative\, physical\, and technical areas Explain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment. \n4. Evaluate the structure and purpose of a Written Information Security Plan (WISP) Identify core WISP components and assess whether documentation aligns with actual firm operations and responsibilities. \n5. Apply verification and workflow controls to higher-risk activities Describe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests. \n6. Describe key elements of an incident response process Outline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response.\n7. Identify documentation practices that support program oversight and reviewRecognize types of records (e.g.\, training\, access review\, incident notes\, vendor oversight) that demonstrate ongoing use and maintenance of controls. URL:https://sc.cpa/event/liet14-27-smart-secure-and-productive-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Chris D. Jenkins%2C CAE%2C CCNA%2C CISSP%2C MCSE":MAILTO:chris@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270113T083000 DTEND;TZID=America/Detroit:20270113T101000 DTSTAMP:20260806T231715Z CREATED:20260806T231715Z LAST-MODIFIED:20260806T231715Z UID:10006596-1799829000-1799835000@sc.cpa SUMMARY:(LIAA49/27) Addressing Common Documentation Deficiencies DESCRIPTION:Event Description\nThe Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230\, highlighting a critical need for improvement. \nThis course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards\, enhance audit quality\, and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing\, this course will help you strengthen your documentation practices and uphold the highest standards of the profession. \nObjectives\n\nIdentify the minimum documentation requirements from AU-C 230. \nRecall common work paper deficiencies identified by the AICPA. URL:https://sc.cpa/event/liaa49-27-addressing-common-documentation-deficiencies/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270114T083000 DTEND;TZID=America/Detroit:20270114T092000 DTSTAMP:20260806T230724Z CREATED:20260806T230724Z LAST-MODIFIED:20260806T230724Z UID:10006577-1799915400-1799918400@sc.cpa SUMMARY:(LIET15/27) Behavioral Ethics: Ethical Leadership Under Pressure DESCRIPTION:Event Description\nAttendees will leave with a clear\, actionable approach to developing or strengthening a security program that is appropriate to their firm’s size and complexity and can be supported with consistent documentation and review practices. \nObjectives\nRecognize behavioral drivers (bias\, pressure\, rationalization) that can lead to ethical lapses. Apply a structured approach to resolve dilemmas and communicate concerns professionally. URL:https://sc.cpa/event/liet15-27-behavioral-ethics-ethical-leadership-under-pressure/ CATEGORIES:Livestream ORGANIZER;CN="Ramona R. Farrell%2C MBA%2C CFBA%2C CFE%2C CF":MAILTO:Ramona@Farrellinsights.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270114T131000 DTEND;TZID=America/Detroit:20270114T145000 DTSTAMP:20260806T233924Z CREATED:20260806T233923Z LAST-MODIFIED:20260806T233924Z UID:10006619-1799932200-1799938200@sc.cpa SUMMARY:(LITX16R/27) Understanding Corporate Taxation: Formation & Shareholder Compensation - Rebroadcast DESCRIPTION:Event Description\nWhen a new business is formed\, there are a lot of questions. What is the most tax-advantageous way to structure the entity? What issues do we need to be aware of? How should owners pay themselves? For corporations\, these questions are even tougher since they are regulated so heavily. In this course\, we will discuss how new shareholders can form a corporation tax-free. We will also discuss how basis is calculated for the shareholders\, including what to do when debt is involved. Finally\, we will discuss different ways that shareholders may be compensated and the pros and cons of each. If you want to confidently guide your corporate clients through entity formation\, basis calculations\, and compensation planning\, our Understanding Corporate Taxation series is designed for you! \nObjectives\n\nIdentify the necessary elements for a tax-free corporate formation under Sec 351. \nState when property encumbered by debt may create a gain for a contributing shareholder. \nRecognize the elements of reasonable compensation. \nIdentify the tax implications of Incentive Stock Options (ISOs). URL:https://sc.cpa/event/litx16r-27-understanding-corporate-taxation-formation-shareholder-compensation-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270119T093000 DTEND;TZID=America/Detroit:20270119T111000 DTSTAMP:20260806T232018Z CREATED:20260806T232018Z LAST-MODIFIED:20260806T232018Z UID:10006600-1800351000-1800357000@sc.cpa SUMMARY:(LIAA52/27) Best Practices: Audit Workpapers & Proper Documentation DESCRIPTION:Event Description\nAU-C Section 230 requires that auditors maintain sufficient audit documentation throughout the engagement. Audit documentation is essential\, as it serves as the evidence that auditors performed appropriate procedures to support their opinion on the financial statements. This course will cover the basis and best practices of audit workpapers and proper audit documentation\, as well as the common deficiencies in audit documentation. \nObjectives\n\nIdentify common deficiencies in audit documentation on engagements. \nRecall the documentation requirements of audit workpapers from AU-C 230. URL:https://sc.cpa/event/liaa52-27-best-practices-audit-workpapers-proper-documentation/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270210T083000 DTEND;TZID=America/Detroit:20270210T101000 DTSTAMP:20260806T233618Z CREATED:20260806T230623Z LAST-MODIFIED:20260806T233618Z UID:10006571-1802248200-1802254200@sc.cpa SUMMARY:(LIAA20R/27) Auditing Bits in BytesTM – Segment 5: Performing Meaningful Substantive Testing - Rebroadcast DESCRIPTION:Event Description\nThis series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in “real-life” circumstances. Practical understanding of principles and standards can result in a high-quality\, insightful\, and profitable engagement. \nObjectives\n\nDescribe how to perform the substantive audit procedures comprising the detailed audit plan \nExplain common deficiencies in performing and documenting further audit procedures\, including both tests of details and substantive analytic procedures \nApply professional judgment and best practices for an effective and efficient audit URL:https://sc.cpa/event/liaa20r-27-auditing-bits-in-bytestm-segment-5-performing-meaningful-substantive-testing-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270210T102000 DTEND;TZID=America/Detroit:20270210T120000 DTSTAMP:20260806T234820Z CREATED:20260806T234813Z LAST-MODIFIED:20260806T234820Z UID:10006632-1802254800-1802260800@sc.cpa SUMMARY:(LIAA55/27) Testing Internal Controls – Exploring Strategies for Verifying Operating Effectiveness DESCRIPTION:Event Description\nProperly designed and effectively operating internal control over financial reporting is critical for preventing\, or detecting and correcting\, material misstatement. This module will describe how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls\, while promoting an effective and efficient financial statement audit. \nObjectives\n\nList generally accepted audit requirements related to testing controls for operating effectiveness. \nExplain how to evaluate the results of a control reliance test for operating effectiveness. \nRecall the use of Service Organization Control (SOC1) Reports on a financial statement audit. \nIdentify the impact of a control reliance strategy on the detailed audit plan. URL:https://sc.cpa/event/liaa55-27-testing-internal-controls-exploring-strategies-for-verifying-operating-effectiveness/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270217T083000 DTEND;TZID=America/Detroit:20270217T101000 DTSTAMP:20260806T231020Z CREATED:20260806T231020Z LAST-MODIFIED:20260806T231020Z UID:10006585-1802853000-1802859000@sc.cpa SUMMARY:(LIAA46R/27) How to Audit Cash - Rebroadcast DESCRIPTION:Event Description\nCash is essential to every business\, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash\, including the related audit assertions\, risks\, & threats to the cash balance. During this course\, we will also highlight the various substantive auditing procedures that staff should perform\, and also walk through some real-world examples. \nObjectives\n\nRecall the audit assertions applicable to the cash balance. \nRecognize the risks & threats related to the cash balance. \nIdentify substantive auditing procedures that are used to obtain comfort over cash. URL:https://sc.cpa/event/liaa46r-27-how-to-audit-cash-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270217T102000 DTEND;TZID=America/Detroit:20270217T120000 DTSTAMP:20260806T234112Z CREATED:20260806T234112Z LAST-MODIFIED:20260806T234112Z UID:10006622-1802859600-1802865600@sc.cpa SUMMARY:(LIAA43R/27) How to Audit Expenses & Payables - Rebroadcast DESCRIPTION:Event Description\nIt is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses\, accrued liabilities\, and other payables\, including the related audit assertions\, risks\, & threats to the expenses & payables balances. During this course\, we will also highlight the various substantive auditing procedures that staff should perform\, and also walk through some real-world examples. \nObjectives\n\nRecall the audit assertions applicable to the expenses & payables balances. \nRecognize risks & threats to the expenses & payables balances. \nIdentify substantive auditing procedures that are used to obtain comfort over expenses & payables. URL:https://sc.cpa/event/liaa43r-27-how-to-audit-expenses-payables-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270413T093000 DTEND;TZID=America/Detroit:20270413T102000 DTSTAMP:20260806T232515Z CREATED:20260806T232515Z LAST-MODIFIED:20260806T232515Z UID:10006606-1807608600-1807611600@sc.cpa SUMMARY:(LITE09R/27) AI Clinic: Policy-Compliant Use Cases for Firms - Updated 2027 DESCRIPTION:Event Description\nLearn how firms are using AI in practical\, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality\, professional standards\, and firm governance. You’ll leave with clear examples your organization can adapt confidently and responsibly. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Strengthen incident response readiness and communication workflows. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. URL:https://sc.cpa/event/lite09r-27-ai-clinic-policy-compliant-use-cases-for-firms-updated-2027/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T225414Z CREATED:20260806T225413Z LAST-MODIFIED:20260806T225414Z UID:10006552-1814356800-1814356800@sc.cpa SUMMARY:(SSAA249/27) Surgent's Preparation and Compilation Engagements Under the SSARS DESCRIPTION:Event Description\nBe the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements\, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80\, respectively. You will learn the ins and outs of applying SSARS No. 21\, Clarification and Recodification\, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-24 and SSARS Nos. 26-27 by the ARSC. In addition to SSARS No. 26\, the entire suite of quality management standards is discussed.Most importantly\, you will be provided with practical examples and illustrations to help you effectively and efficiently perform those engagements\, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly\, the course will review recent peer review feedback on these types of engagements\, highlighting areas where you can improve engagement quality. \nDesigned For\nAccounting practitioners and their staff performing and managing preparation and compilation engagement services \nObjectives\n\nUnderstand and apply relevant sections of SSARS No. 21\, Clarification and Recodification\n Be familiar with guidance impacting preparation and compilation engagements that is contained in SSARS Nos. 22\, 23\, 24\, 26\, and 27\n Be familiar with preparation and compilation work program examples\n Be aware of the most recent reports and other required communications\n Keep abreast of relevant ARSC agenda items and projects\n Utilize hands-on examples and illustrations to increase your overall understanding and application of the material\n\nMajor Subjects\nRelevant sections of SSARS No. 21\, Clarification and Recodification SSARS No. 21\, Clarification and Recodification\, and updates to SSARS No. 21 due to the issuance of SSARS No. 23\, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22\, Compilation of Pro Forma Financial Information SSARS No. 24\, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26\, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services SSARS No. 27\, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form\, specified line item\, pro forma\, and other engagement variations Complete illustrations of relevant engagement letters\, reporting\, and other required communications for preparation and compilation engagements \nInstructions\nNone URL:https://sc.cpa/event/ssaa249-27-surgents-preparation-and-compilation-engagements-under-the-ssars/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T225717Z CREATED:20260806T225716Z LAST-MODIFIED:20260806T225717Z UID:10006554-1814356800-1814356800@sc.cpa SUMMARY:(SSOT111/27) Surgent's Business Law Essentials for Practitioners and Controllers DESCRIPTION:Event Description\nThis course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors\, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential legal ramifications. \nDesigned For\nAll practitioners and controllers who want a better understanding of how the law can impact their practice and their clients \nObjectives\n\nIdentify the most common legal issues arising in the business context\n State the general legal rules applicable to business situations\n Recognize the role that accountants can play in identifying and resolving legal problems\n Identify compliance aspects of different entity types\n\nMajor Subjects\nContract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics \nInstructions\nNone URL:https://sc.cpa/event/ssot111-27-surgents-business-law-essentials-for-practitioners-and-controllers/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR