CPE Catalog & Events
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AICPA's Annual Federal Tax Update
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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
Mastering Microsoft Copilot
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Online
1.50 Credits
Member Price: $69
· Comparing Copilot to other AI offerings · Understanding Copilot's approach to information security and privacy · Creating effective prompts in Copilot · Integrating Copilot with your Microsoft 365 subscription
Ethics With A Dash of Courage
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Online
2.00 Credits
Member Price: $89
The Value of a Courageous Culture and courageous decision-making models Challenges to creating a culture of courage Communicating your courageous culture How/When to speak up? Career-ending vs teachable moment? Supporting courageous decisions Communicating courage The Journey to Leading with Courage - Building a personal action plan
Accounting for digital assets under US GAAP: Specialized accounting, fair value, and stablecoins
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Online
1.50 Credits
Member Price: $69
Guidance on how to account for digital assets Fair value of digital assets under FASB ASC 820 Accounting for stablecoins Specialized industry practice for digital asset accounting
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Qualified business income deduction Temporary senior deduction State and local tax deduction Hobby losses Self-employment health insurance Business startup costs Depreciation Schedule C issues Like-kind exchanges
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Online
2.00 Credits
Member Price: $89
Report type comparison Customizing PivotTable options Format and design options Calculated fields and items Multiple value fields
Insight to Impact: How Finance Partners Drive Better Decisions
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Online
1.00 Credits
Member Price: $49
· Finance Business Partnering and Strategic Influence - Building effective partnerships that support organizational goals and drive business outcomes. · Communicating Financial Insights for Better Decisions - Translating financial data into clear, actionable recommendations for stakeholders. · Applying Strategic Thinking to Business Challenges - Using business acumen and decision-making frameworks to influence performance and create value.
Risk Assessment Under SAS No. 145
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Online
1.50 Credits
Member Price: $69
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
Smarter. Faster. Bolder: Real-World AI for Finance Teams
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Online
1.50 Credits
Member Price: $69
· Artificial Intelligence (AI) · Generative AI · Financial reporting and forecasting · Process automation · AI governance and risk management
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
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Online
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Current and Upcoming FASB Issues
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Online
2.00 Credits
Member Price: $89
Recent accounting standards updates Recognition and measurement projects Presentation and disclosure projects Post-implementation preview projects
Reviewing Individual Tax Returns
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Online
2.00 Credits
Member Price: $89
Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business startups and deductions Alimony Discharge of debt H.R. 1, commonly referred to as OBBBA
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
Member Price: $139
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT
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Online
1.00 Credits
Member Price: $49
· The shift from task prompting to repeatable capability in accounting and finance work · Workflow-first thinking: inputs ? process ? outputs ? reuse · Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs · Capability demos: -- Form 10-K analysis workflow using Advanced Data Analysis (ADA) --Excel workflow acceleration using a Custom GPT · Standardizing deliverables for executive audiences (structure, clarity, consistency) · Governance-by-design: data boundaries, validation checks, traceability/citations, review gates
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
NextGen Leadership: How Leaders Build Respectful and Inclusive Cultures
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Online
0.00 Credits
Member Price: $49
· The ethical responsibilities and leadership challenges faced by accounting and finance professionals. · Practical tactics for creating a culture of accountability, respect, and inclusion. · Diagnosing and addressing ethical dilemmas using tested decision-making models and "real-life" scenarios. · The neuroscience of bias and practical techniques for recognizing and reducing its impact. · Trends in workforce diversity, equity, and inclusion, and their bottom-line impact on organizations. · Tools for critical thinking, better decision-making, and effective communication in diverse teams. · The evolving role of leaders as ethical role models and coaches.
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 1
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
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Online
2.00 Credits
Member Price: $89
Cell styles Workbook design principles Nested functions Selecting cells and objects Organizing worksheets