CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Corporate Finance Technology Selection: Practical Frameworks
-
Online
1.00 Credits
Member Price: $55
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 auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor 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 GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Tax Planning for Small Businesses - Tax Staff Essentials
-
Online
4.00 Credits
Member Price: $139
The tax life of a business Selecting a business entity type Section 199A and the qualified business income deduction Accounting methods Compensation of owners and hiring family members Reasonable compensation Depreciation, including Section 179 and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Retirement plan strategies for late-stage business owners Starter 401(k) plans and SIMPLE plan enhancements Provisions of H.R. 1, commonly referred to as OBBBA
Annual Update for Controllers and Finance Managers: Driving Business Value
-
Online
7.00 Credits
Member Price: $279
Economic trends and their effect on business Ways to drive operational efficiency Leveraging technology in finance Cash management and working capital Effective talent management Sustainability and corporate responsibility
Auditing Digital Assets: Considerations for Valuation
-
Online
1.00 Credits
Member Price: $49
Measuring digital assets using prices in active markets Measuring digital assets that are thinly traded Evaluating an entity's impairment analysis for indefinite-lived out-of-scope crypto intangible assets Recognition of realized gains and losses on sales of digital assets
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
-
Online
2.00 Credits
Member Price: $89
VLOOKUP function MATCH function INDEX function Error trapping IF function
Intermediate Individual Taxation - Tax Staff Essentials
-
Online
8.00 Credits
Member Price: $319
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Qualified business income under Section 199A Passive activities Business transactions
Audits of Employee Benefit Plans Subject to ERISA
-
Online
1.00 Credits
Member Price: $319
Audit planning and pre-engagement activities Risk assessment, including consideration of controls Auditing the statement of net assets available for benefits Auditing the statement of changes in net assets available for benefits Other auditing considerations, including prohibited transactions and tax compliance The auditor's report Financial statement disclosures Supplemental schedules
Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials
-
Online
8.00 Credits
Member Price: $319
Basic tax structure of partnerships and LLCs Check-the-box elections to be taxed as a partnership Partnership distributions Compensatory payments to partners At-risk and passive activity limits Profit and loss allocations: general rules and restrictions
Accounting for digital assets under US GAAP: Derivatives and mining
-
Online
2.00 Credits
Member Price: $89
How to recognize a derivative or embedded derivative in a digital asset transaction How to determine if a derivative or embedded derivative meets the net settlement criterion Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives How the mining process is used to validate transactions How revenue is recognized by mining entities.
AICPA's Annual Federal Tax Update
-
Online
7.00 Credits
Member Price: $279
Inflation adjustments IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits Legislative and regulatory updates affecting tax practitioners Tax matters affecting individuals, C corporations, partnerships, S corporations, estates, and trusts
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
-
Online
2.00 Credits
Member Price: $89
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
-
Online
8.00 Credits
Member Price: $319
Advantages and disadvantages of S corporations Electing S corporation status Termination of S corporation status S corporation tax on built-in gains S corporation pass-through to shareholders, basis, and losses S corporation distributions Taxable year of S corporations S corporation passive activity rules, fringe benefits, and other considerations
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
-
Online
4.00 Credits
Member Price: $139
Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship
Business Transformation: Critical Skills for CFOs and Controllers
-
Online
4.00 Credits
Member Price: $139
Auditing digital assets: Entity’s use of a service organization
-
Online
1.00 Credits
Member Price: $49
Understanding the entity and its environment and the service organizations role related to digital assets SOC 1® and SOC 2® reports as sufficient appropriate evidence Risks and challenges associated with performing audit procedures involving service organizations.
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
-
Online
2.00 Credits
Member Price: $89
List Comparisons The ISERROR Function Multicolumn Lists with COUNTIFS Indentation Perform Lookups with SUMIFS
Current and Upcoming FASB Issues
-
Online
2.00 Credits
Member Price: $89
Recent accounting standards updates Recognition and measurement projects Presentation and disclosure projects Post-implementation preview projects
Current Audit Environment and ASB Activity
-
Online
2.50 Credits
Member Price: $99
Current environment and implication for audit planning Key risk issues Audit challenges Recent Statements on Auditing Standards (SASs). ASB workplan SQMS No. 1, No. 2, and No. 3 SSARS No. 26
Forensic Accounting: Fraud Investigations
-
Online
8.00 Credits
Member Price: $319
Evidence in the investigative process Tools used in forensic investigations Conducting interviews Forensic accounting reports Expert witness testimony
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
-
Online
1.00 Credits
Member Price: $75
Overview of the SOC suite of services Understanding the market for SOC engagements Considerations when adding SOC services to your firm, including: identifying services building a SOC team identifying clients identifying the proper engagement scoping and pricing considerations establishing a quality review process peer review considerations