CPE Catalog & Events
Building Security/Efficiency via Internal Control (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
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)
Available Until
TBD
4.00 Credits
Member Price: $159
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
Available Until
TBD
2.00 Credits
Member Price: $79
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
Available Until
TBD
4.00 Credits
Member Price: $159
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.
CPA Ethics in a Crisis World: Tales from the Front
Available Until
TBD
2.00 Credits
Member Price: $79
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Cases in Corporate Ethics
Available Until
TBD
4.00 Credits
Member Price: $159
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
Available Until
TBD
2.00 Credits
Member Price: $79
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
Available Until
TBD
2.00 Credits
Member Price: $79
Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Common Findings in Single Audits
Available Until
TBD
1.00 Credits
Member Price: $39
Overview of Single Audit Consequences of Noncompliance Overview of findings and observations by compliance requirement Single Audit findings and observations from AICPA Peer Review and OIG Ways to prevent findings
Communicating Financial Information to Non-Accountants
Available Until
TBD
2.00 Credits
Member Price: $79
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
Available Until
TBD
2.00 Credits
Member Price: $79
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
Available Until
TBD
1.00 Credits
Member Price: $39
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
Available Until
TBD
4.00 Credits
Member Price: $159
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.
Controls to Secure a Growing Digital Footprint
Available Until
TBD
4.00 Credits
Member Price: $159
Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Coping With the Growth of Online Fraud
Available Until
TBD
4.00 Credits
Member Price: $159
The actuation of online and other cyber frauds Fraudulent acts that are initiated electronically Automated and employee driven methods that can reduce cyber-fraud risk
Corporate Ethics: Cases in Diversity and Inclusion
Available Until
TBD
1.00 Credits
Member Price: $39
Everyone can experience discrimination or harassment What the AICPA Code of Professional Conduct says about harassment and discrimination Other sources of ethical guidance Recent EEOC CasesLearning about each other
Creating a Culture of Trust in a Fraud-filled World
Available Until
TBD
2.00 Credits
Member Price: $79
Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization. Consider the concept of trust and how can you establish real trust within your organization. Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
Criminal Tax: How CPAs Bring Value to Defense Attorneys
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: The common weaknesses in a criminal tax investigation. The key documents to review (In a sea of thousands of documents). Crafting questions to recommend in court proceeding.
Defining Where & Why Internal Controls are Needed
Available Until
TBD
2.00 Credits
Member Price: $79
Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Dream Wide Awake
Available Until
TBD
2.00 Credits
Member Price: $79
The three promises to live and achieve by A different way to approach goals that brings out what is really holding you back The five areas of wishful thinking and how to surpass with inspired action The six areas of fearful thinking and how to overcome with courageous intent