CPE Catalog & Events
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Budget Mastery: Process, Problems, and Solutions
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Online
2.00 Credits
Member Price: $89
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
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Online
2.00 Credits
Member Price: $89
Stop Loss TPA PBM Point Solutions
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
CPAs as AI Systems Evaluators
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The emerging CPA role in AI system evaluationNIST, ISO, SOC 2, COSO, and AI assurance frameworksAI regulatory and compliance developmentsHallucination, bias, model drift, sycophancy, and security risksAI benchmarks, golden datasets, red-teaming, and performance testingAI governance, controls, documentation, and evidenceAI evaluation engagements, independence, ethics, and professional liability
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27
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Online
2.00 Credits
Member Price: $99
• How to Identify a Complex Trust and the Complications that Arise with Complex Trusts • The Importance of Recognizing the Tier System used by Complex Trusts • The Advantages and Requirements of the 65-day Rule • Special Issues Related to the Charitable Contribution Deduction • Use of a Checklist for Complex Trusts
Metrics Management - Selecting the Right KPIs
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Online
2.00 Credits
Member Price: $89
What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Understanding who the "customer"of a report really is Avoiding metric overload and bad incentives Linking departmental metrics to enterprise strategy The role of non-financial metrics in driving results Real-world KPI examples across industries
Current Audit Environment and ASB Activity
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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
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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Online
4.00 Credits
Member Price: $175
• Federal statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services • Tax shelter and reportable transaction issues in depth • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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Online
4.00 Credits
Member Price: $149
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $149
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
GAAP Update 26-27
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Online
8.00 Credits
Member Price: $329
• Equity method investments and joint ventures • Changes in U.S. GAAP financial statement presentation and disclosure requirements • Accounting and disclosure for crypto assets • Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 • FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Auditing Standards: A Comprehensive Review 26-27
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Online
16.00 Credits
Member Price: $589
• Efficient audit planning, documentation and research • Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits • Fraud requirements • Testing management's estimates • Auditing standards
Executive Presence, Personal Brand: Structure Your Narrative
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
Schedule K-1: What is it & What do I do with it?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
Risk Assessment of IT Systems
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Online
1.00 Credits
Member Price: $39
Overview of SAS 145 Risk assessment requirements Role of IT in audit planning Understanding IT environments Identifying IT risks Areas of concern in IT systems Impact of IT risks on the audit
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Online
1.00 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
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Online
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks