CPE Catalog & Events
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
AI 101 for CPAs: Core Concepts and Practical Applications
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work What inherent risks are associated with this powerful technology Actionable steps you can take to mitigate the risks Practical examples of how AI can be applied in accounting, auditing, tax, and finance services
Analyzing Financial Statements
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Balance sheet analysis Income statement analysis Cash flow statement analysis Clues in the notes and MD&A Industry nuances
ChatGPT and Advanced Accounting Research
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: The accounting research transformation: Comparing Google vs. AI methodologies AI ecosystems and specialized models for accounting applications Advanced prompt engineering techniques for financial and tax research AI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores Persona priming and P&P stacking methodologies for optimal AI interactions Ethical considerations and limitations of AI in accounting research The compliance chess effect: AI's impact on tax planning and regulatory response AI-driven automation for regulatory updates and compliance monitoring
ChatGPT and Advanced Financial Analysis for Accountants
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Financial Modeling with ChatGPT Integration Advanced Ratio Analysis Techniques Risk Assessment and Scenario Analysis Valuation Methods and ChatGPT Applications Utilizing Performance Metrics in Financial Analysis Data Analysis and Interpretation with AI Investment Analysis Enhanced by ChatGPT
Corporate Finance Technology Selection: Practical Frameworks
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce) Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditability Five common challenges in finance tech projects and how to address them: Cutting through vendor claims and AI hype Integration complexity and hidden costs Change management and proving ROI Data quality readiness for AI and automation Risk, security, and governance Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling) Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates) Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services) Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Executive Presence, Personal Brand: Structure Your Narrative
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Components of executive presence Audience-centered elevator pitch structure Professional value proposition framework Structuring a concise executive biography Aligning personal narrative with organizational value Common pitfalls in professional self-presentation Application and refinement exercise
Forensic Accounting: Finding Hidden Treasure in Tax Returns
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: The rules of IRS disclosure of tax information Understanding the role of IRS transcripts Interpreting the actions of the IRS in transcripts FOIA requests Analyzing tax information and returns for financial leads
Generative AI Strategy for Accountants
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Evolution and current state of AI technologies in accounting Development of comprehensive AI usage policies and guidelines Implementation frameworks for integrating AI into accounting workflows Strategic approaches to AI-driven process automation and optimization Methods for identifying and capitalizing on AI opportunities Best practices for human-AI collaboration in accounting Risk management and ethical considerations for AI implementation
Managerial Accounting: Your Prescription for Better Decision
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Getting started with Microsoft Copilot Tour of the Copilot app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Microsoft Copilot Advanced Microsoft Copilot features review Integration with Microsoft 365 apps
Navigating IRS Collections: The Collection Process
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
No Tax on Overtime: Payroll Compliance
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of the Fair Labor Standards Act (FLSA) overtime provisions Definition of a "workweek" and the 40-hour threshold Time-and-a-half requirement and exclusions from overtime pay Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions) Excluded payments (discretionary bonuses, reimbursements, retirement contributions) Step-by-step calculation examples for different compensation structures Best practices for documentation and payroll systems Case studies illustrating misclassification and miscalculation issues
Numbers to Narrative: Storytelling in Business Communication
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Role of narrative in professional communication Situation-complication-resolution framework Narrative arcs in business contexts Integrating data within a structured story Defining tension and resolution logically Maintaining accuracy while improving clarity Application of storytelling framework to a workplace scenario
Schedule K-1: What is it & What do I do with it?
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Schedules K-2 and K-3 requirements
Taxation of the Cannabis Industry
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Industrial hemp vs. marijuana. Income definitions under I.R.C. §61. Tax code restrictions: §280E and §471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
The Modern Tax Workflow
Available Until
Webinar
1.00 Credits
Member Price: $39
1. Why the Tax Workflow Is Broken - Most tax workflows weren't intentionally designed. Rather, they evolved over time through habits, workarounds and busy-season survival. This lesson covers the hidden inefficiencies that slow down tax work, create inconsistency and contribute to burnout. You'll also begin mapping your current process to uncover where time and effort are being lost. 2. The Document Chaos Problem - Before tax work can begin, most firms spend significant time sorting, organizing and managing client documents. There is a hidden cost to this document chaos. You'll calculate its impact on your firm and explore how automation can eliminate one of the biggest sources of workflow friction. 3. Automation vs. AI vs. Humans - AI and automation are changing how tax work gets done, but they aren't replacing accountants. Let's explore the roles that automation, AI and human expertise each play in a modern tax workflow. You'll also learn how identifying issues earlier in the process can improve accuracy, reduce rework and allow professionals to focus on higher-value work. 4. Designing a Modern Tax Workflow - Many firms look for a single tool to solve their workflow challenges, but modern tax processes are built through a series of intentional steps supported by the right technology. By evaluating your current workflow, you can identify opportunities for automation and begin designing a more efficient process from client intake through review and advisory services. 5. What Happens When You Fix the Workflow - Improving your workflow creates capacity, reduces stress and allows your firm to scale more effectively. By calculating the impact on your firm and considering how freed-up time can be reinvested into higher-value work, you can experience the operational and personal benefits of workflow improvement. 6. Your Next Step - Understanding the problem is only the beginning. In this final lesson, you'll turn insight into action by identifying one practical workflow improvement to test in your firm. Rather than attempting a complete transformation, think about taking a small, deliberate step that creates proof, builds momentum and lays the foundation for future improvements.
Volume to Value: A New Era of Precision Hiring in Accounting
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: The shift from volume to precision hiring Why firms are moving to targeted, competency-based hiring Talent market impacts and competitive hiring realities AI in recruiting: practical use cases and implications Where AI tools commonly support hiring workflows Benefits and limitations of AI-enabled screening and assessment The skills mismatch in accounting hiring Why critical thinking and professional communication gaps persist Why traditional hiring methods miss these competencies The new competency hierarchy for high performers Defining and prioritizing the competencies that drive results AI ethics awareness and professional judgment in an AI-enabled workplace Assessment methods for precision hiring Structured behavioral interviewing and scoring rubrics Work simulations, case presentations, and client scenarios Using AI-enabled assessments responsibly and consistently Metrics and ROI: evaluating success Quality-of-hire measures (performance, ramp time, manager satisfaction) Retention and turnover measures Efficiency measures (time-to-fill, cost-to-fill) and how to balance them Implementation roadmap A phased approach to adopting precision hiring (foundation ? expansion ? optimization)- Building governance, documentation, and consistency for scalability