CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Working Through Grief and Loss - How to Build a Supportive Workplace
-
Online
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Change Management: Your Leadership Role for Aligning Profits & Culture
-
Online
2.00 Credits
Member Price: $89
Why professional agility is critical, and how to develop it Foundational models for change management Proven strategies to prepare for change as individuals, teams & organizations Implementing change: A how-to look Leading through change for success of all involved
Addressing Common Documentation Deficiencies
-
Online
2.00 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
CPAs as AI Systems Evaluators
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The emerging CPA role in AI system evaluationNIST, ISO, SOC 2, COSO, and AI assurance frameworksAI regulatory and compliance developmentsHallucination, bias, model drift, sycophancy, and security risksAI benchmarks, golden datasets, red-teaming, and performance testingAI governance, controls, documentation, and evidenceAI evaluation engagements, independence, ethics, and professional liability
Exercise Your Ethics: Techniques to Improve Ethical Response
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
Advanced IT Audit & Real-World Testing
-
Online
3.00 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
-
Online
4.00 Credits
Member Price: $149
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
Just Ask Why - Searching for Answers: Generating Solutions
-
Online
4.00 Credits
Member Price: $149
The basic benefits of why The 5-15 report Curiosity and creativity
AI-Enhanced Business Consulting for CPAs: Strategies and Tools
-
Online
4.00 Credits
Member Price: $149
Business Consulting Types of Management Services Identification of clientneeds Managing Client Expectations Creating Value for Clients Techniques for Effective Consulting Application of AI Professional Standards Application
Small Business Risk Avoidance
-
Online
4.00 Credits
Member Price: $149
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
S Corporations: Tax Compliance, Elections, and Best Practices
-
Online
8.00 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Shortcuts to Personal and Professional Success
-
Online
8.00 Credits
Member Price: $250
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
The Ethic of Self-Esteem For Women
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
When You Hear Hoofbeats, It May Be a Zebra
-
Online
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
Conducting Human Resource Investigations
-
Online
1.00 Credits
Member Price: $39
Research Analysis Interviewing Documenting Reporting Results
Thinking Like an Auditor When Preparing Your Financial Statements
-
Online
2.00 Credits
Member Price: $89
Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks
New Client Ethical Challenges: The CPAs Guide
-
Online
2.00 Credits
Member Price: $89
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
FASB Update and Review
-
Online
2.00 Credits
Member Price: $89
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Ethics: How to Run Your Business Well
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"
Planes, Yachts & Automobiles: Listed Property Under IRC 280F
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Listed property depreciationIRC 280F RulesQualified Business UseRules specific to vehicle types