CPE Catalog & Events
Forensic Accounting: When The Office Is A Crime Scene
-
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
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
-
Online
4.00 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
The Radar Phenomenon
-
Online
1.00 Credits
Member Price: $59
Internal Controls Fraud Prevention Fraud Investigation
Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Member Price: $59
Compliance Supplements Yellowbook Accounting
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Online
2.00 Credits
Member Price: $109
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
SAS 145: Modern Risk-Based Auditing
-
Online
2.00 Credits
Member Price: $109
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
When Leadership Fails
-
Online
2.00 Credits
Member Price: $109
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Dashboard and Report Design Principles Using Excel
-
Online
4.00 Credits
Member Price: $159
Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation
Coaching the Next Generation of CPAs
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Mining Your Firm Client Database for Revenue
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
Ethics - Keeping the Good from Breaking Bad
-
Online
1.00 Credits
Member Price: $59
Ethical business behavior Ethical business decisions
Global Internal Audit Standards (GIAS) Domain III - Part 1
-
Online
2.50 Credits
Member Price: $109
Internal Audit GIAS IPPF Standards Accounting Internal Controls
What's Going on at the AICPA (2025)
-
Online
3.00 Credits
Member Price: $129
EBP Audits Auditing AICPA
The Role of Internal Control in the Risk-Based Audit
-
Online
4.00 Credits
Member Price: $159
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
What Does Fraud Look Like?
-
Online
2.00 Credits
Member Price: $109
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
Global Internal Audit Standards (GIAS) Domain III - Part 2
-
Online
2.00 Credits
Member Price: $109
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Integrity, Objectivity and Judgment: Values in Action
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
The Controllership Series - The Controllers Role in Procurement Function
-
Online
1.20 Credits
Member Price: $59
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Member Price: $79
Accounting Finance SG Operations