CPE Catalog & Events
How Much Are Your Ethics Worth?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $59
Emotions Relationships Emotional Intelligence Communication
Revenue Recognition - Determine the Transaction Price - Part 1
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Online
1.20 Credits
Member Price: $59
Revenue Recognition Accounting
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Member Price: $125
Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Tax Aspects of Stock Investing 25-26
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Online
4.00 Credits
Member Price: $175
Active and passive investing Dividend-paying stocks, value stocks, and the net investment income tax Favorable capital gain strategies and the netting process Exchange-traded funds (ETFs), stock options, and straddles
Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $159
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
Financial Reporting Fundamentals 25-26
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Online
8.00 Credits
Member Price: $329
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
Statement of Cash Flows: Preparation and Analysis Workshop 25-26
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Online
8.00 Credits
Member Price: $329
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Top 10 Things to Know About Estate Taxation & Planning 25-26
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Online
8.00 Credits
Member Price: $329
The Numbers: Exemptions, exclusions and discounts Portability and step-up in basis Asset valuation Deductions: Marital, charitable, transmission and administration Retirement plan assets, annuities and life insurance Trust funding and administration
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $275
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Online
8.00 Credits
Member Price: $275
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Member Price: $109
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $109
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $109
Inventory accounting GAAP Methods for dealing with variances
2025 Governmental GAAP Update: Navigating GASB Standards
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $59
Appreciation Languages of appreciation Appreciation strategies
The AI-Ready CPA: Leading Finance Through Change
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Online
1.00 Credits
Member Price: $75
The pressures on finance The AI Revolution in Finance Building a Future-Ready Mindset Driving Innovation with AI The CPA as a Change Champion
Revenue Recognition Determine the Transaction Price Part 2
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Online
1.00 Credits
Member Price: $59
Revenue Recognition Accounting