CPE Catalog & Events

The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit

Overview of the 2018 Revision Government Auditing Standards Understand the conceptual framework of independence Evaluate non-audit services provided and the threat to independence New ruling on Continuing Professional Education Introduce a new concept referred to as "Waste" Review Engagements under Government Auditing Standards Gain an understanding of the requirements for performing a Uniform Guidance compliance audit Discuss Internal control over financial reporting vs. Internal control over compliance requirements Understand the differences between the auditor's reports issued under Government Auditing Standards

The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.

FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects

Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime

The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story

Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables

Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation

The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Competitive bids Achieving target profitability   

High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent  The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding  Building confidence in conducting a Critical Conversation 

The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice

The major topics covered in this class include:Basic requirements of an engagement review.Qualifications for serving as a peer reviewer.Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.Common engagement review findings and tips for passing peer review.

The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures

Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback

The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting

Persuasive writing Business writing Practice development Marketing

The major topics that will be covered in this class include:Overview of the key Teams appsEverything there is to know about composing messages in TeamsUsing Teams to manage files, email messages and other contentBest practices for structuring your teams and channelsHow to use "private" channelsHow to use Teams as your primary phone systemManaging your Teams settingsEstablishing links to other Microsoft 365 applicationsHosting a Teams meeting from A to Z