CPE Catalog & Events
This will generate a PDF of the current filtered catalog
AI Liability and Malpractice Exposure
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Professional accountability for AI-generated workAI errors, hallucinations, and malpractice exposureEmerging cases, sanctions, and disciplinary actionsAI regulatory expectations in the US, Canada, and UKProfessional liability insurance and AI coverage gapsConfidentiality, privilege, privacy, and data exposureVerification, documentation, governance, and defensibility
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot
Viewing A&A Through the Eyes of a Tax Practitioner
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
Retaining Talent in a Competitive Marketplace
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
-
Online
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
-
Online
1.00 Credits
Member Price: $39
Cloud Audit Blindspots Continuous Change Gaps CSPM-Enabled Assurance Risk-Based Prioritization Audit Program Modernization
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
-
Online
1.00 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
The Controllers Role in Data Analytics and Big Data
-
Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
The Controllership Series: The Controller's Role in Debt Management
-
Online
1.50 Credits
Member Price: $79
Accounting Treasury Finance
Sarbanes-Oxley Overview
-
Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley Compliance
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
-
Online
8.00 Credits
Member Price: $89
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
Yellow Book Ethics
-
Online
2.00 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook
Bears Will Be Bears - Fraudsters Too
-
Online
2.00 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
IFRS vs. US GAAP - Major Accounting Differences
-
Online
2.00 Credits
Member Price: $89
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
-
Online
2.00 Credits
Member Price: $89
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
-
Online
2.00 Credits
Member Price: $89
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
Failure to Detect Fraud and the Reasons Why
-
Online
2.00 Credits
Member Price: $89
Fraud Detection Challenges Fraud Characteristics Fraud Indicators Audit Responsibilities Fraud Risk Recognition Responding to Suspected Fraud
How to Audit: Property, Plant, & Equipment
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.The various substantive auditing procedures that staff should perform.Real world auditing examples.
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
-
Online
2.00 Credits
Member Price: $119
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
Tactical Budgeting - Moving Beyond Traditional Budgets to Manage Performance
-
Online
2.00 Credits
Member Price: $89
The real purpose of budgeting in modern organizations Common budgeting problems and process breakdowns Linking budgets to income statements, balance sheets, and cash flows Output metrics and what really “causes work” Top-down, bottom-up, and hybrid budgeting approaches Flexible budgeting using volume-based and unit metrics Benchmarking to reduce politics and improve insight Using budgets to build value, not just limit spending