CPE Catalog & Events

Annual Conference Sponsorship

Accountants and Malpractice; Can We Get Sued for This?

How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

Advanced ChatGPT for Accountants

After attending this presentation you will be able to... Identify the fundamental features and functionalities of ChatGPT in an accounting context. Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios. Analyze financial statements, news releases, and other relevant data using ChatGPT. Explore and identify business opportunities using hyper-local and sectoral analysis techniques. Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations. Evaluate assets, space, and user interfaces using image analysis with ChatGPT. Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks.

Advanced Excel: Hidden Secrets and Gems

Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox Enhance creativity in your approach to developing Excel models

Advanced Planning: Balance Sheet and Cash Flow Projections

Accounts Receivable Inventory Capital Budget Depreciation Accounts Payable Accrued Liabilities Working Capital Loans Debt Project interest expense more accurately Solving for Cash Projecting Covenant Calculations Create a Projected Statement of Cash Flow Choose your format How to make your Statement of Cash Flow maintenance free Debugging a statement of Cash Flow

Aligning Budgets to Strategy

A Proper Practical Planning Process (P4) The steps to planning The results of strategic planning Examples of budgets

An Exhaustive Look At Fraud & Ways To Control It (Part 1)

Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working

An Exhaustive Look At Fraud & Ways To Control It (Part 2)

Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working

Assessing Independence Under the New Yellow Book

Recall safeguards that can be used to reduce threats to an acceptable levelIdentify threats to independence

Building Security/Efficiency via Internal Control (Part 1)

An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework

Building Security/Efficiency via Internal Control (Part 2)

An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework

CFO Career Upgrade with LinkedIn

Essential elements of a compelling LinkedIn profile for a CFO How to build a strategic career network Five ways that CFOs can leverage LinkedIn as leaders of an organization How to get referred to new job opportunities Essential LinkedIn do's and don'ts for CFOs

CFO Solutions to IRS Problems

The major topics that will be covered in this course include: The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.

Cases in Corporate Ethics

We introduce new case selections to this seminar every year. Past cases have included these issues: Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?

ChatGPT for Accountants: 50+ Use Cases

Major topics covered in this course include: Introduction to ChatGPT and artificial intelligence chatbot technologies Automating frequently asked questions and the onboarding process Verifying and reviewing financial records Providing real-time support to clients Generating financial reports Automating tax return preparation and financial planning Providing guidance on financial decision making

Combating Internal Fraud

Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud

Communicating Financial Information to Non-Accountants

The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically

Compilation, Preparation and Review Basics and Peer Reviews

Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.

Compilations, Reviews and Audits: How They Differ

Review of differences of compilation, review and audit engagements Compare and contrast major considerations of each type of engagement Provide practical tips and strategies Professional standards that govern each type of engagement

Comprehensive Accounting and Financial Reporting Update

CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.