CPE Catalog & Events
Think AI-First and Future-Proof Your Firm
Available Until
Webinar
1.00 Credits
Member Price: $39
How AI-first firms will dominate the next 2-5 years Why AI isn't replacing CPAs and making the best ones stronger How to use AI to track leadership patterns, test decisions and scale advisory The exact AI prompts top firms use for strategy, pricing and client insights How to turn messy firm data into structured, actionable intelligence How to develop AI-first instincts in real-time
Turning Tax Tech into Leadership Opportunity
Available Until
Webinar
1.00 Credits
Member Price: $39
How to recognize and reframe inefficiency as an opportunity for leadership Why digital champions often lead from the middle not the corner office How to pilot tax technology like K1x and build firm-wide buy-in How to translate staff wins into ROI that partners can't ignore Change management strategies that make new technology stick Why culture, not code, defines long-term success
Understanding Internal Control Constructs
Available Until
Webinar
4.00 Credits
Member Price: $159
Underlying concepts of internal controlThe importance of control measure interdependency
Understanding/Creating Internal Control Systems (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Understanding/Creating Internal Control Systems (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Unlock the Power of AI with Copilot in Excel
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Introduction to Copilot in Excel Automating Tasks and Enhancing Productivity Advanced Data Insights with Copilot
Unlocking Deep Secrets: Case Studies in Financial Analysis
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of financial statement analysis The impact of GAAP on financial analysis Overview of the Balance Sheet Overview of the Income Statement The importance of the Statement of Cash Flows Common Size Analysis Trend Analysis Profitability Ratio Analysis Liquidity Ratio Analysis Solvency Ratio Analysis
Using ChatGPT with Excel
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Introduction to ChatGPT and other AI (Artificial Intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros
What You Can Learn From the Statement of Cash Flows
Available Until
Webinar
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
What's Behind the Data?
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Ways in which data and information can be misleading Common pitfalls when encountering data How to re-evaluate the data to avoid those pitfalls
Workforce Transformation and Talent Management in 2025
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
Yellow Book Independence and Single Audit Fundamentals
Available Until
Webinar
4.00 Credits
Member Price: $159
The conceptual framework approach to independence Independence threats related to preparing financial statements and accounting records Consideration of specific non-audit services that would and would not impair independence Documentation necessary to support adequate consideration of auditor consideration Fundamentals of a compliance audit performed under the Uniform Guidance Schedule of expenditure of federal awards Determination of major programs Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Writing an audit finding Reporting requirements of a single audit
You Don't Know What You Don't Know About Excel (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library
You Don't Know What You Don't Know About Excel Part 1
Available Until
Webinar
4.00 Credits
Member Price: $159
Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library