Skip to main content

CPE Catalog & Events

All Events 10370 Centennial Events 0 Conferences 2 GWSCPA Originals 17 On Demand 637 Section Meetings 13 Webinars 9717

Showing 10370 All Events Results

ChatGPT and Advanced Financial Analysis for Accountants

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT

Create Measures in Power BI that Define Your Metrics

-

Virtual

4.00 Credits

The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

Global Internal Audit Standards (GIAS) Domain V - Part 2

-

Online

2.00 Credits

Internal audit Standards Institute of Internal Auditors GIAS IPPF

CFO Series Understand & Mitigate External & Int. Risks- How?

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Defining risk as it impacts organizations.External and internal risks.Examples of these risks.How do we identify and assess?What can be done about the risks?Developing a risk mitigation strategy and plan.Tactics to monitor and mitigate risk.

Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour

-

Online

4.00 Credits

Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Accounting for the Gig Economy

-

Virtual

2.00 Credits

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

Cryptocurrency Transactions: Navigating Federal Tax Rules

-

Online

1.00 Credits

Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example

Regulatory Ethics 2025 (VBOA-Approved)

-

Virtual

2.00 Credits

Laws and regulations governing the CPA profession. Code of Professional Conduct and ethical decision making. Maintaining licensure for individuals and firms. Enforcement.

Public Procurement Basics: Protecting the People's Money

-

Online

2.00 Credits

Auditing & Accounting Yellowbook Uniform Guidance Public Procurement 

FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149

-

Online

2.00 Credits

Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts  Highlights of important concepts included in SASs No. 142-149

Leverage PowerBI.com to Create Data Analysis for Others

-

Virtual

2.00 Credits

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.

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

-

Virtual

4.00 Credits

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

How AI Fits into the Accounting World

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.

Cultural Transformation

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture

Ethical AI Practices for CPAs: Ensuring Responsible Use

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures

Independence Requirements for CAAS Engagements

-

Online

2.00 Credits

CAAS Auditing & Accounting Yellowbook Ethics

Surgent's Exploring Business Valuation Fundamentals

-

Virtual

2.00 Credits

What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

-

Virtual

2.00 Credits

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

The Role of Internal Control in the Risk-Based Audit

-

Virtual

4.00 Credits

The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

Fraud & Embezzlement: Case Studies from the Trenches

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.