CPE Catalog & Events
2023 Tax Legislation: The Secure Act 2.0
Available Until
TBD
2.00 Credits
Member Price: $79
Implications for individuals Changes to the Saver's Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching Implications for Employers Starter 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers' access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer 403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
AICPA Audit Quality Update and Quality Management Standards
Available Until
TBD
2.00 Credits
Member Price: $79
Analysis of the AICPA's Enhancing Audit Quality Initiative Trends in audit quality Latest on the DOL's audit quality study Peer review findings and practice tips for achieving high practice quality AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources PCAOB and IAASB quality management standards and the potential impact on AICPA standards
ASC 842, Leases: Implementation Issues and Lessons Learned
Available Until
TBD
2.00 Credits
Member Price: $79
FASB's Accounting Standard Update for Leases (ASC Topic 842) Key differences between ASC Topic 842 and ASC Topic 840 Implementation options, entries, practical expedients, and remeasurement-triggering events FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
Accountants and Malpractice; Can We Get Sued for This?
Available Until
TBD
2.00 Credits
Member Price: $79
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.
Accounting and Auditing for ESG
Available Until
TBD
1.00 Credits
Member Price: $39
ESG
Advanced ChatGPT for Accountants
Available Until
TBD
2.00 Credits
Member Price: $79
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
Available Until
TBD
2.00 Credits
Member Price: $79
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
Available Until
TBD
1.00 Credits
Member Price: $39
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
Available Until
TBD
2.00 Credits
Member Price: $79
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)
Available Until
TBD
4.00 Credits
Member Price: $159
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)
Available Until
TBD
4.00 Credits
Member Price: $159
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
Available Until
TBD
1.00 Credits
Member Price: $39
Recall safeguards that can be used to reduce threats to an acceptable levelIdentify threats to independence
Attestation Update: SSAE 19-22
Available Until
TBD
1.00 Credits
Member Price: $39
SSAEs 19-22Changes to performance and reporting requirements
Auditing Contingencies and Going Concern Uncertainty - Testing for Completeness and Proper Di
Available Until
TBD
2.00 Credits
Member Price: $79
Overview of contingencies and related disclosures Identifying and determining proper accounting treatment for litigation, claims and assessments Evaluating the sufficiency of attorney's letter responses for audit evidence Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time Auditing managements assumptions in making the going concern evaluation Proper application of the liquidation basis of accounting
Auditing, SSARS and Attest Update
Available Until
TBD
2.00 Credits
Member Price: $79
Identify the most recent changes in auditing, reviews, compilations and other attestation engagements Select practice tips for achieving high quality engagements
Bitcoin Fundamentals - What Every CPA Should Know
Available Until
TBD
3.00 Credits
Member Price: $119
The evolution of money: barter, gold, paper, digital, cryptocurrency History of Bitcoin, how it originated and evolved to where it is today. How Bitcoin works: origin, network, nodes, miners, transactions and the blockchain ledger. Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin. Understanding the role of cryptocurrency exchanges and the collapse of FTX. Introduction to Ethereum, a substantial alternative to Bitcoin. Income tax implications of Bitcoin and other cryptocurrencies.
Blockchain Technology: What Every CPA Should Know
Available Until
TBD
2.00 Credits
Member Price: $79
An explanation of what blockchain is Review of the nomenclature associated with blockchain technology Thorough review of the components of a blockchain application Review of current and potential applications for blockchain and its impact on commerce Potential impact on the CPA profession in accounting and auditing
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