CPE Catalog & Events
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ChatGPT Vision for Financial Analysis
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $39
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
Identify Leadership Gaps Before Busy Season
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Online
0.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Why leadership capacity gets cappedExternal pressures on public accounting firms: private equity, technology disruption, talent shortageThe three kinds of work: hard (physical), smart (intellectual), uncomfortable (emotional)The cost of saying yes: avoided conversations, rework, and time lost to lower-value workThe inventory: five categories of low-value commitmentsMeetings and events (e.g., meetings without agendas, "got a minute" interruptions, fear of not being in the know)Unrealistic expectations (e.g., scope creep, upward delegation, duties outside the role)Strategies and opportunities (e.g., shiny-object initiatives, unqualified leads, FOMO partnerships)Tasks and projects (e.g., low-priority admin, unnecessary reporting, work that should be delegated, deferred, discontinued, or done differently)Suboptimal performance (e.g., avoided accountability conversations, discount requests, non-revenue activities, technology avoidance)Quantifying the gapEstimating weekly hours lost, applying a conservative haircut, annualizingWhat the reclaimed hours are worth when redirected to highest-value workCommitting to one changeSelecting one inventory item to decline for the next monthNaming the higher-value activity the time will fundWhere this step sits in the broader six-step process for doing uncomfortable work
A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Member Price: $79
Compensation
The New Quality Management Standards - What Everyone Needs to Know
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Online
2.00 Credits
Member Price: $89
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation
Tax Procedure
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Online
2.00 Credits
Member Price: $89
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
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
Building an Ethical Culture: Strengthening Your Ethical Backbone
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Online
2.00 Credits
Member Price: $85
Ethical Issues over the years Types of Business Ethics Issues Structure and application of the AICPA Code of Professional Conduct Role of social responsibility in shaping corporate behavior Factors For Evaluating Ethics Ethics 101 and Decision Making Profiling Ethical Culture
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Financial Statement Analysis
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Online
4.00 Credits
Member Price: $149
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
Productivity Hacks for Working Remote
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Online
1.20 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
Tech Update: Navigating What’s Next
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Online
1.50 Credits
Member Price: $69
· Artificial intelligence · Software as a Service · Blockchain · Quantum computing
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
EBP Auditing Yellowbook
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $89
Performance Metrics Budgets
The Ethic of Recruitment and Selection
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
What's Behind the Data?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls