CPE Catalog & Events

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

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

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.

The major topics that will be covered in this course include:The SSARS landscapeReview engagementsCompilation engagementsPreparation engagementsSelecting from the menu of SSARS engagementsAICPA quality management standardsIndependence and other ethical considerationsConsiderations when changing the level of servicePitfalls to avoidBest practices to adopt

The major topics that will be covered in this course include:Current standards and developments affecting employee benefit plan audits Compliance considerations in employee benefit plan engagements Common compliance issues identified in 401(k) plan audits Correction of 401(k) plan compliance issues Participant data Payroll and compensation Contributions and remittances Participant loans Hardship distributions Plan investments Participant distributions Investment income allocations Plan mergers and acquisitions Audit best practices for employee benefit plans

The major topics that will be covered in this course include:Why one visible machine error collapses trust while identical human error does not, and what that asymmetry costs firms in both directionsWhere small and midsize firms actually stand on AI adoption, and why a firm that has not adopted broadly is not automatically behindCalibrated trust: the difference between misuse (overtrust), disuse (undertrust), and trust matched to what a tool actually does wellThe five-stop adoption spectrum: paralysis, accidental delay, informed caution, responsible piloting, and reckless adoptionThe AI Trust and Usage Quadrant: four firm postures and the next step each one impliesGoverned versus unstructured AI use, and why staff already bringing their own tools makes abstention a decision rather than an optionWhat the evidence says about human and AI combinations, and the two task questions that predict whether a tool will help or hurtReading vendor claims: the gap between a demo and production, and why fluent explanations increase acceptance of wrong answersFive trust questions to ask any AI vendor: permission, uncertainty, audit trail, explainability, and change controlThe NIST AI Risk Management Framework trustworthiness characteristics as a technical backboneThree vulnerabilities that current firm financial performance can conceal: client expectations, talent, and deferred learningCognitive offloading and skill retention: what firms lose by waiting, and the conditions under which offloading frees capacity insteadFive actions a firm can take this week, and four evidence-based rollout rules for a first pilot

The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures

The major topics that will be covered in this course include:Doing business outside of the USAWhy look abroad: diversification or growth?Selecting which countries and markets to targetAlternative methods to do business abroad?Tariff and non-Tariff barriers to tradeLocal taxation (e.g., Value added tax)Language difficulties and cultural issuesIntroduction to currency issues Legal issues in operating abroad and choosing a good local lawyerInvestment considerationsCommercial code issuesGovernanceForeign Corrupt Practices Act (‘FCPA’)The complexities of GAAP accounting for currency conversionLocal accounting regulations, e.g., IFRS

All times listed are Eastern Time ZoneWeek 1: International Expansion-Pros, Cons and Hidden Traps to AvoidCPE: 2Field of Study: Auditing (1) and Finance (1)Discussion Leader: Brian Maturi, MBA, FCADate: Friday, May 7, 11:00 am Week 2: The Choice to Exit: When to Leave and How to Do It Right?CPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, May 14, 11:00 am Week 3: Analyzing &Mitigating 6 Systemic Risks That Cause Havoc (pt2)CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, May 21, 11:00 am Week 4: Well-Being Works: Drive Performance Through Happy PeopleCPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Jane Mims, PhD, LPC-MHSP, EMDR-T, PCCDate: Friday, May 28, 11:00 am

The major topics that will be covered in this course include:The risk of keeping a team member too longKnowing the difference between a difficult season, a team member that no longer fits, and a dead-end roleWhy successful professionals often stay too longRecognizing the hidden costs of stayingPreparing financially and professionally before making a moveHow to leave without damaging relationships or your reputationManaging based on intentional, rational decisions instead of comfort

The major topics that will be covered in this course include:Demographic shifts: aging populations, declining birth rates, and workforce implicationsChanging consumer behavior and the influence of technology and social platformsWorkforce trends and the growing importance of emotional intelligence (EQ)Big data and technology risk: AI, automation, and exponential changeThe rise of the individual and implications for business models and leadershipIdentifying and addressing systemic risk through better planning and execution  

FOR THE MOST UP TO DATE INFORMATION ON CPE HOURS, SPEAKER SESSIONS, AND FIELDS OF STUDY, PLEASE CHECK THE AGENDA: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:APIUTILS!51004&PageID=DDF17AED-4B56-470F-987D-90A4DA53309BThe major topics that will be covered in this course include: AICPA Standards Updates Cybersecurity Fundamentals Secure 2.0

The major topics that will be covered in this course include:The strong connection between workforce well-being and organizational performanceThe financial impact of burnout on productivity, retention, and innovationUnderstanding what employees want versus what they need in the workplaceThe role of leadership in shaping a supportive and resilient cultureHow well-being influences client experience and service qualityMeasuring the impact of well-being on engagement and performanceStrategies to reduce burnout and improve resilience across teamsCreating environments where people perform at a high level sustainably

The major topics that will be covered in this course include:The capabilities and limitations of modern AI tools used in finance, accounting, and audit environmentsPractical use cases where AI can improve efficiency and effectiveness in financeApply contextual information and structured prompting techniques to generate more relevant and useful AI outputsDemonstrate real world applications of AI tools to support common professional activities within finance, accounting, and audit environmentsEvaluate AI-generated content for accuracy, completeness, reasonableness, and potential riskRecognize situations where critical thinking, professional judgment, skepticism, and human oversight remain necessary when using AI-assisted outputs

All times listed are Eastern Time ZoneWeek 1: How to Use AI in Finance: A Practical How-to AI GuideCPE: 2Field of Study: Accounting (1) and Information Technology (1)Discussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, June 4, 11:00 am Week 2: AI is Often Wrong but Never in Doubt: Risk of Trusting AICPE: 2Field of Study: AuditingDiscussion Leader: Don Minges, MBADate: Friday, June 11, 11:00 am Week 3: Managing Others Who Don't Think Like You, Including CEOsCPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Jane Mims, PhD, LPC-MHSP, EMDR-T, PCCDate: Friday, June 18, 11:00 am Week 4: How Trust Matters: Why Trusted Leaders Outperform & Deliver?CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, June 25, 11:00 am

The major topics that will be covered in this course include:How has AI fundamentally changed our professional and personal lives?Who supervises AI?Who is responsible for AI?Who audits AI?The risk of speedThe risk of giving AI agencyWhat is ‘cognitive surrender’?How do different professionals treat and use AI?The need for critical thinking and human review

The major topics that will be covered in this course include:Why do the other, non-financial leaders think differently, and why does that matter?How to explain financial information in a way that others understandManaging up effectively, influencing without formal authority Aligning with leadership priorities without losing perspective The cost of misalignment and poor communication at the leadership level Why feedback is so uncomfortable and how to make it easierHow to deliver constructive and negative feedback that really does help without damaging relationshipsCommon mistakes when giving feedback and how to avoid themUnderstanding various communication styles and tendencies Adapting your communication style and approach to improve outcomes and build trust

The major topics that will be covered in this course include:Defining trust in a financial and operational contextThe connection between trust, pricing power, and revenue qualityHow trust impacts employee performance, retention, and productivityThe hidden costs of low-trust environmentsHow trust is a driver of customer loyalty and long-term value creationMeasuring trust; what can be quantified, and what must be observed?The role of leadership behavior in building or eroding trustCreating a culture where trust supports execution and accountability