CPE Catalog & Events

A New Focus on Corporate Culture: How to Assess Culture and Why

Key TopicsFraudRiskGovernanceCultureEthicsComplianceFinancial Reporting

AICPA CFF Exam Review Course

Key TopicsA comprehensive overview of all topics outlined in the CFF Exam's Content Specification Outline (CSO), which serves as the AICPA's forensic services body of knowledge.Helpful test preparation materials, including a bonus copy of the Essentials of Forensic Accounting eBook - an indispensable resource delivering matchless knowledge to practitioners, financial managers and students in understanding the complex elements and factors that impact the forensic accounting practice areasIncreased opportunities with elevated forensic accounting skills and credentials to help increase client retention and generate new revenue streams for your firm

AICPA Guidance for the Forensic Engagement

AICPA Introductory Report Acceptance Body Member Training Course

Key Topics RAB Member Responsibilities RAB Member Qualifications and Training Requirements RAB Meeting Preparation Peer Review Guidance Affecting the Report Acceptance Process

AICPA Introductory Technical Reviewer Training Course

Key Topics Peer Review Basics and Technical Reviewer Responsibilities Technical Review of Engagement and System Reviews Quality Control Focus Best Practices in Technical Reviews Educational Framework and Reviewer Performance Guidance Report Acceptance Bodies

AICPA Valuation and Consulting Standards

Key Topics Statement on Standards for Consulting Services (SSCS) No. 1 Statement on Standards for Valuation Services (SSVS) No. 1 Consulting services and process Professional judgment Valuation engagement and reports Calculate engagement report

Accounting Methods & Periods: Including Form 3115 - Tax Staff Essentials

Key Topics What constitutes a method Cash versus accrual Automatic changes Changes needing permission When and how to change a method How to account for the change in method

Accounting for Digital Assets Under U.S. GAAP

Key TopicsOverview of digital assetsAccounting for investments in crypto assets like BitcoinAccounting for digital assets received as consideration from a contract with a customerApplying the intangible asset accounting model to digital asset holdingsAccounting for the sale of digital assetsFactors in determining when to recognize ownership of digital assets

Advanced Controller and CFO Skills

Key Topics Strategic planning Balanced scorecard Risk management Insightful financial analysis Leadership styles Change management Understanding social styles Developing high-performance employees

Advanced Estate Planning Strategies

Key TopicsAdvanced estate planning strategiesGeneration-skipping transfer tax

Advanced Financial Skills

Key Topics Skills for the 21st century finance department Strategic planning using the Backcasting method The Balanced Scorecard Method for aligning goals and objectives to strategy Risk identification, assessment, and mitigation How to use social styles to build stronger relationships Methods for effectively implementing change and minimizing the human pushback Preparing a financial analysis that is insightful to the users, driving improvements to the organization Hiring, managing, and retaining high-achieving employees

Advanced Management Skills

Key TopicsLeadership stylesChange managementUnderstanding social stylesDeveloping high-performance employees

Advanced Tax Planning S Corporations - Tax Staff Essentials

Key Topics Basis in S corporation stock Distributions Compensation planning Qualified subchapter S subsidiaries Liquidations, reorganizations, and redemptions Estate planning and the use of trusts Section 199A

Advanced Taxation LLCs & Partnerships - Tax Staff Essentials

Key Topics Allocation of partnership and LLC income under IRC Section 704(b) Allocations with respect to contributed property - Section 704(c)(1)(A) Allocation of partnership recourse liabilities under Section 752 Allocation of partnership nonrecourse liabilities and related deductions under Sections 752 and 704(b) Advanced distribution rules Adjustments to the basis of partnership or LLC assets Sale of an interest in a partnership or LLC "Hot" assets and Section 751(a) Section 754 elections; Sections 734(b) and 743(b) adjustments Section 708 technical termination

Advanced Topics in a Single Audit

Key Topics Planning the compliance audit and other risk assessment considerations Required elements of the schedule of expenditures of federal awards Major program determination process, including clusters and loans/loan guarantees Considerations when assessing and evaluating internal controls over compliance Audit sampling Evaluating and reporting on applicable compliance requirements related to compliance testing Considerations for pass-through entities Advanced audit reporting issues

Advanced Topics in a Single Audit: Internal Control and Compliance Auditing

Key Topics Considerations when assessing and evaluating internal controls over compliance Evaluating and reporting on applicable compliance requirements related to compliance testing

Aligning Mission and Strategy: Not-for-Profit Governance and Assurance

Key TopicsRole of the NFP's governing boardPlanning considerations for each stage of an NFP's organizational life cycleBusiness modelsStrategic planningConsensus-building strategies

An Overview of Lease Accounting

Key TopicsIdentifying a leaseClassifying a leaseLessee accountingLessor accountingLease modificationsSale and leaseback transactionsFinancial statement and disclosure requirementsImplementing FASB ASC 842

An Overview of SOC for Service Organizations

Key Topics SOC 1 versus SOC 2 and SOC 3 SOC guidance Planning, executing, reporting on and completing a SOC for service organizations examination

Analyzing Client Retirement Data

Key TopicsKey assumptions and risksModeling techniquesTaxation and income tax planning, andIntegration with other areas of PFP