CPE Catalog & Events
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Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Online
4.00 Credits
Member Price: $149
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Cutting-Edge Estate and Financial Planning Trends
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Online
8.00 Credits
Member Price: $250
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
The AI Revolution in 2026: What CPAs Should Know
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:State of AI technology in 2026: capabilities, limits, and vendor solutions landscapeEssential terminology: models, training data, prompts, agents, guardrails, and moreCPA use cases: accounting, tax, advisory, and moreRisk management and data governance: data privacy, bias, accuracy, documentationWhat’s next: near-term trends and how to evaluate new tools
Exploring the 10 Types of Leadership: Styles and Strategies for Success
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Online
1.00 Credits
Member Price: $39
Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement
The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
What are the ethical issues within AI? The many biases within AI Ownership? Intellectual property rights? Who benefits economically? Changing regulations and laws Why many organizations ban AI? How AI can be used unethically? The need for strong human oversight!
Benefits and Best Practices for Telework
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Online
2.00 Credits
Member Price: $89
Communication Business Management
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Member Price: $89
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
CFO Series: Identify the 'Good' Clients to Improve Margins
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Who is our customer?How to segment your customersIdentifying and understanding your most valuable customersWhat is solution-based planning for customer value?Recognizing internal customers (e.g., departments served by finance)Exploring profitability differences between customers with similar revenueCreating and sustaining a customer value pyramid
Consolidation Accounting 26-27
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Online
4.00 Credits
Member Price: $175
• Consolidation accounting framework • Voting control • Variable Interest Entities • Business combinations • Control case examples • Business combination case examples • Disclosures
Create Reports that Matter: Turn Information Into Action! 26-27
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Online
2.00 Credits
Member Price: $99
• Understand Your Company's Reporting Needs • Financial Reporting Tools • Presentation Hints and Techniques • Link reporting to strategy • Develop the right metrics • Learn various presentation options
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Empowering HR Pros' Thriving in 2025 and Beyond
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Online
1.00 Credits
Member Price: $39
Human Resources Business Strategy Wellbeing Professional Development
Safety Synergy: Uniting Elements for a Secure Workplace
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Online
1.20 Credits
Member Price: $39
How to evaluate physical security Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $89
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Global Internal Audit Standards (GIAS) Domain II - Part 2
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Online
2.00 Credits
Member Price: $89
Internal Audit Standards GIAS Accounting Internal Controls
Supporting Mental Wellness to Thrive in Work and Life
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.