CPE Catalog & Events
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Shortcuts that Excel Users Love
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
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
Comprehensive Audit & SSARS Update
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Get started with Power BI
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Online
2.00 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.
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
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
Accounting for Digital Assets under US GAAP: Classification, Measurement, and Recognition
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Online
1.00 Credits
Member Price: $49
Brief overview of digital assets. How to account for investments in crypto assets, like bitcoin. How to account for the receipt of digital assets when received as consideration from a contract with a customer. How to apply the intangible asset accounting model to holdings of digital assets. How to account for the sale of digital assets. Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets.
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Online
2.00 Credits
Member Price: $89
PivotTable basics Row fields Value fields Column fields Filters Updating data automatically in PivotTables Groups and subtotals Value formats
Forensic Accounting and Evidence Preservation in QuickBooks
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Evidence Preservation & Cryptographic Security: Prioritizing immediate data protection by exporting defensible QuickBooks Online (QBO) snapshots and utilizing Windows PowerShell or Command Prompt to generate file hashes to prove data integrity.Standards Compliance & Access Management: Navigating the legal and professional boundaries of AICPA SSFS No. 1 and ACFE standards, which prohibit CPAs and CFEs from making final legal conclusions of fraud, while managing administrative access levels and uncooperative gatekeepers.Ledger Auditing & Transaction Reconstruction: Using the QBO Audit Log to uncover deleted or voided entries, performing reconciliation health checks, auditing bank feed gaps, and examining Undeposited Funds and journal entries to trace hidden or manipulated cash.Analytical Procedures & Metadata Analysis: Applying comparative horizontal and vertical financial statement analysis, drilling down into General Ledger transaction details, and evaluating created-date metadata to flag anomalies like weekend or after-hours entries.Targeted Fraud Detection & Testing: Cross-matching vendor and payroll records to expose shell vendors or ghost employees, analyzing accounts receivable write-offs for lapping schemes, and applying safe, isolated scenario-testing techniques within QBO
Forensic Accounting: The AI-Powered Expert and Investigator
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI fundamentals: how large language models work, why they hallucinate, and the distinction between generative and agentic AIPractical applications of AI in damages calculations, financial statement and ratio analysis, and books-and-records reconstructionProfessional ethics under the AICPA Code of Professional Conduct, SSFS No. 1, and the ACFE Code of Professional Ethics as applied to AI-assisted workCourt requirements for disclosure and discovery of AI use, including judicial standing orders, Federal Rule of Civil Procedure 26, and proposed Federal Rules of Evidence 707 and 901(c)Preparation for cross-examination on AI use, including how to build and document a defensible AI-assisted workflow.
Tax Season and OBBBA Update for Individual with Steve Dilley
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update and integration of recent tax legislation impacting 2026 individual returnsUpdate on significant individual tax developments related to cases and rulingsIndividual tax changes including the earned income credit, child credit, and child and dependent care creditSection 199A changes, including use of carryforward passive activity and 199A losses and latest tax formsCrypto reporting update2027 tax rate schedule and other inflation adjusted itemsPassive activity and hobby loss rules changes.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Ethics: Critical Thinking, Case Studies and Fraud
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Online
4.00 Credits
Member Price: $139
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
10 Best Practices in QBO
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Customizing your settingsRefining your Chart of AccountsCreating your products and servicesManaging your vendors listMeals vs. owner drawsUsing undeposited fundsProper use of the banking feedMaintaining supporting documentationReconciling properlyGetting help when you need it
IRC 1031 in the Real World: Practical Issues and Compliance
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 1031 like-kind exchange rules under current law Changes to § 1031 following the Tax Cuts and Jobs Act Qualification requirements for like-kind exchanges Definition of real property under Treasury Regulations Like-kind versus non-like-kind property Relinquished property Replacement property Realized gain Recognized gain Basis calculations Interaction of § 1031 exchanges with cost segregation studies Depreciation treatment under IRC §§ 1245 and 1250 Allocation of basis to replacement property Depreciation of carryover basis Depreciation of excess basis Multiple-property exchange rules Tax return preparation and review considerations Compliance considerations for § 1031 exchanges
Architecture of Persuasion: Ethos, Logos, and Pathos
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Ethos, Logos, Pathos frameworkCredibility and authority in professional communicationLogical argument structure and clarityEmotional dynamics and engagementEmotional contrast and volatility in persuasive messagingBalancing persuasive appealsApplication analysis of professional communication examples
Inside Cost Seg: What the IRS Engineer Actually Looks For
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Cost segregation study fundamentals Depreciation methods used in cost segregation Technical and compliance considerations for cost segregation studies IRS Cost Segregation Audit Techniques Guide (ATG) Section 1245 property Section 1250 property Classification of Section 1245 versus Section 1250 property Cost allocation methodologies Engineering documentation requirements Supportable cost estimates Key elements of a well-prepared cost segregation report Documentation supporting cost segregation conclusions Common cost segregation study deficiencies Red flags that may trigger IRS scrutiny Audit-defensible cost segregation reports Remedies for strengthening study credibility Audit resilience of cost segregation studies
Annual Update for Controllers and Finance Managers: Driving Business Value
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Online
7.00 Credits
Member Price: $279
Economic trends and their effect on business Ways to drive operational efficiency Leveraging technology in finance Cash management and working capital Effective talent management Sustainability and corporate responsibility