CPE Catalog & Events
Unlocking Deep Secrets: Case Studies in Financial Analysis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
Just Ask Why - Searching for Answers: Generating Solutions
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TBD
4.0 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
A Fox in the Henhouse/Courthouse
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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TBD
1.0 Credits
Member Price: $39
Accounting Finance Procurement Operations
Benford's Law and Other Digital Analysis Techniques
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TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Analytical Procedures: Practical Applications and Standards
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TBD
2.0 Credits
Member Price: $79
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
How to Choose the Right Business Entity for Your Client
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics
2025 AICPA Regulatory Ethics Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
K2's Expense Reporting Automation
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TBD
2.0 Credits
Member Price: $79
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment
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TBD
2.0 Credits
Member Price: $99
An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor’s (or manager’s) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
Optimize Your Staff's Performance
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TBD
4.0 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Business Longevity: Stabilize, Strengthen, and Succeed
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TBD
4.0 Credits
Member Price: $129
Business Management Strategic Planning The role of AI in Business
Assessing Independence Under Yellow Book
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TBD
1.0 Credits
Member Price: $39
GAO Yellowbook Ethics
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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TBD
1.0 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
Mastering Communication Skills for the CPA
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TBD
2.0 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Current Fraud Trends - Nonprofit and Government Entities
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TBD
2.0 Credits
Member Price: $79
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
Accounting for and Auditing Cryptocurrency & Digital Assets
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Get started with Power BI
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Side-Hustle CFO
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
New Client Ethical Challenges: The CPAs Guide
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TBD
2.0 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance