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CPE Catalog & Events

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Numbers to Narrative: Storytelling in Business Communication

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario 

Ethics: 10 Crucial Qualities of High Character CPAs

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

Common Deficiencies in SSARS Engagements

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Online

4.00 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

Calculating the Retirement Need

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations

AI & Accounting in Construction

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of AI adoption in constructionPredictive analytics and risk managementAI-integrated Building Information Modeling (BIM)Real-time compliance and financial reportingTaxation challenges in AI-driven constructionAI in project scheduling, supply chains, and quality controlRegulatory frameworks and ethical AI use in audits

Current Nonprofit Fraud Trends

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit 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; and much more!

S Corporations: Calculating Shareholder Basis

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations

Al Capone to Cybercrime: The Journey of IRS Special Agents

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.

Forensic Accounting: When The Office Is A Crime Scene

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Online

4.00 Credits

Member Price: $149

The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Internal Control Changes for Remote Workers

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Ethics: Court Orders, Confidentiality, and Compliance

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:• When and how a court order permits disclosure of tax return information under IRC §7216 and §6713.• The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).• Best practices for responding to court orders while maintaining compliance and minimizing liability.• Risks of over-disclosure and unauthorized communication during mediation proceedings. 

Retirement Planning: Next Stage for You or Your Client

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next

ChatGPT for Accountants: 50+ Use Cases

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Online

2.00 Credits

Member Price: $89

Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making

Corporate Storytelling in Financial Reporting

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation

Ethics, AI, and Music: What Every CPA Must Know

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.  

Becoming a Fractional CFO: What to Do and How?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Do you have what it takes to be a successful fractional CFO?Should you be a solo practitioner or join a larger firm?  1099 versus W2?What skills are needed to be successful?Sales, marketing, etc.What are some of the ‘red flags’?Typical assignments and issues a fractional CFO will likely encounterThe greatest opportunity for fractional CFOs?Understanding your value

What's Behind the Data?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls

Operations Level Internal Control

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Online

4.00 Credits

Member Price: $149

The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change

Financial Statement Presentation, Disclosure, and Analysis

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Online

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:U.S. GAAP and Special purpose frameworksForm and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners’ equity statements; Comprehensive income; Supplementary informationComparative vs. single-period financial statementsSufficiency of disclosuresIllustrative disclosures frequently encountered in small-to-medium reporting entitiesIndustry-specific nuancesPurposes of financial statement analysis Trend analysis and vertical & horizontal analysisSimple and multivariate regressionAnalysis of metricsAssessment of liquidity, solvency, and profitabilityUsing data visualizationsThe role of qualitative factors

Improve Spreadsheets by Building Controls in Excel

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors