CPE Catalog & Events
BUNDLE: CFO Series - September 2025
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Virtual
8.00 Credits
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: Develop a Great Internal Audit Department: How?CPE: 2Field of Study: AuditingDiscussion Leader: Rob Berry, CPADate: Friday, September 5, 11:00 amDescription: What can we do and how can we make our Internal Audit department better? How does Internal Audit add value? What measurables should we use? What are the key factors to get right? This class will show you how to transform Internal Audit into a profit center. Renowned organizations rotate future leaders through Internal Audit for a reason. Operational and other audits performed with the right processes, procedures, and personnel are key to success throughout the organization. The modern Internal Audit department pays for itself. If you are interested in getting the most bang-for-the-buck from Internal Audit, this seminar will deliver. Week 2: CFO Series: Insurance– How to Manage Your Insurance Program?CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, September 12, 11:00 amDescription: At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large of a deductible should we accept? What is the difference between a deductible and a self-insured retention? What do I need to know about insurance contracts? What should I expect of my insurance broker? What coverage is available and what do I need to buy? Specifically designed for any leader responsible for insurance and risk, the insurance function is critical to the ongoing viability of an organization. We will review a practical approach to managing insurance. Week 3: CFO Series Understand & Mitigate External & Int. Risks- How?CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, September 19, 11:00 amDescription: Risk is everywhere, but which risks matter? In the dynamic landscape of modern business, the role of a Chief Financial Officer (CFO) extends far beyond financial management; it encompasses navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, the organization will be exposed to avoidable and onerous risk. This is essential for leaders and organizations that want to survive and thrive. Week 4: CFO Series: AI and Machine Learning: Practical ApplicationsCPE: 2Field of Study: Accounting & AuditingDiscussion Leader: Joe Oringel, MBA, CPA, CIADate: Friday, September 26, 11:00 amDescription: Artificial Intelligence (AI) and Machine Learning (ML) are being deployed in organizations large and small at a rapidly increasing rate. Your organization is likely testing, deploying, and perhaps refining AI-powered applications across a variety of departments and business functions. Why should this matter to accounting, internal audit, finance and cyber professionals? Should our teams be testing and deploying also? How and why AI can be used in accounting and audit? During this interactive session we will demonstrate and describe the differences between chat-based AI search tools and more robust AI-powered applications - e.g., an app to help prioritize and dispatch IT help desk tickets. The session will include example policies for responsible and ethical AI, and resources to help curious professionals learn more about these subjects. These technologies are powerful and quite capable, but they are not without risk. After all, with great power comes great responsibility. These technologies can also be misused (accidentally or intentionally) to destroy value instead of creating it. We also discuss which is the greater risk; a) not using these new technologies, or b) misusing these new technologies. Leading organizations have been using AI and ML. Successful leaders must be aware of the pros and cons and how to properly utilize these tools.
How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book Understand risk assessment factors above those associated with a financial statement audit only Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance Master designing, performing and documenting effective and efficient tests of compliance requirements Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client Common peer review deficiencies
The Best Federal Tax Update Course by Surgent
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Virtual
8.00 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule FinCEN reporting requirements under the Corporate Transparency Act Employee Retention Tax Credit updates Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Walter Haig's SSARS Prep, Comp and Review Update
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Virtual
8.00 Credits
The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
How to Build a Custom AI Chatbot and GPT in Plain English
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Online
1.00 Credits
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
Performance Auditing Made Easy
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Online
1.50 Credits
Performance audit standards Performance audit types Performance audit objectives
IFRS vs. US GAAP - Major Accounting Differences
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Online
2.00 Credits
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Using e-Signature Software to Process Agreements-Updated
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Virtual
2.00 Credits
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
How to Audit Inventory
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Nonprofit Taxation Rules and Form 990
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Online
2.00 Credits
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive
CFO Series: Develop a Great Internal Audit Department: How?
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The six factors required for Internal Audit to deliver value.The most important factor.Implementing Internal Audit guidelines.How to measure value and progress.What distinguishes a good department from a great department.Key skills for excellent Internal Auditors. The proper mindset and goals.Getting and keeping the right staff.How to cost-justify Internal Audit. Making the business case.Effectively communicating with the Board and other leaders.
Complete Guide to Analyze Data with Excel PivotTables
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
S Corporations: Calculating Shareholder Basis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Talk This Way - Communication Skills for the CPA
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Virtual
2.00 Credits
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
K2's Advanced Excel
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Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Clean, Transform & Load Data in Power BI
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
