CPE Catalog & Events
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Common Deficiencies in SSARS Engagements
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance
Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Surgent's Ethical Considerations for the CPA
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TBD
4.0 Credits
Member Price: $159
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Coping With the Growth of Online Fraud
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
ACPEN: When You Hear Hoofbeats, It May Be a Zebra
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
ACPEN: Interviewing, Onboarding and Training 101
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TBD
1.0 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Financial Planning: Auto & Homeowners Insurance
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
ACPEN: Revenue Recognition - Determine the Transaction Price - Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: White-Collar Crime: What Every CPA Should Know
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TBD
1.0 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
ACPEN: Travel/Entertainment Expenses and Taxes: What You Need to Know for Compliance
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TBD
2.0 Credits
Member Price: $89
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
ACPEN: Practical Excel Topics for Today’s Accountant
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TBD
2.0 Credits
Member Price: $89
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables Solver as a tool for performing multivariate analysis Mail merge Custom formatting
ACPEN: Accounting for Construction Contractors
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TBD
2.0 Credits
Member Price: $89
Overview of FASB ASC 910 AICPA guidance for construction contractors Industry specific accounting considerations Revenue recognition methods Percentage of completion method Completed contract method Contract modifications Contract costs and allocation Complex accounting issues in construction
ACPEN: Effective Manager - Traits and Skills
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TBD
2.0 Credits
Member Price: $99
Management Leadership
ACPEN: Introduction to Single Audit
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TBD
2.0 Credits
Member Price: $89
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit
Generative AI Strategy for Accountants
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation
ACPEN: IT Controls & SOC Reporting in Financial Audits
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TBD
3.5 Credits
Member Price: $109
SOC Reporting Information Technology General Controls (ITGC) Audit Reliance
ACPEN: Building Personal Leadership Skills
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TBD
4.0 Credits
Member Price: $149
Leadership Personality Types Communication Uses of AI in the work place
ACPEN: The CPA as Strategic Advisor: Leading the Client Advisory Team
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TBD
4.0 Credits
Member Price: $149
The CPA as team leader Roles of key advisory professionals Identifying cross-disciplinary planning opportunities Coordinating planning strategies Communication and collaboration Structuring advisory relationships Risk and professional responsibility
CFO Solutions to IRS Problems
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Microsoft Outlook "Must Know" Email Tips
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.