CPE Catalog & Events

The major topics that will be covered in this course include:Understanding Claude and Large Language ModelsPrompt Engineering Fundamentals for AccountantsWorking with Documents, Contracts, and SpreadsheetsProjects, Artifacts, and Reusable AI WorkspacesClaude Connectors and Business System IntegrationMicrosoft 365 Add-ins and Workflow AutomationProfessional Skepticism, Ethics, Privacy, and Verification

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.

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 

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

The major topics that will be covered in this course include:Claude Cowork advanced workflow architectureFinance Plugin and domain-specific intelligenceModel selection and token optimization strategiesVariance analysis and cross-file reasoningInvoice extraction and automation workflowsThe Sparring Partner Protocol (SPP)AI governance, risk, and performance measurement

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