CPE Catalog & Events
Monthly Federal Tax Updates - April 2026
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Yellow Book Independence and Single Audit Fundamentals
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Virtual
4.00 Credits
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Ethics: 10 Crucial Qualities of High Character CPAs
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Virtual
2.00 Credits
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
More Money: Strategic Ways to Improve Cash Flow
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Virtual
4.00 Credits
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
The Ethical Management of Conflict
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Virtual
2.00 Credits
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
Beyond the Numbers: Success Strategies for Female CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Introduction to Forensic Accounting
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Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters
AI Revolution: The Big Picture for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
Disrupt to Dominate: Mastering Change Leadership
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Virtual
4.00 Credits
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
Build Better Budgets: Fundamental Techniques
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Surgent's Project Management: Tips, Tricks, and Traps
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Virtual
4.00 Credits
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Virtual
1.00 Credits
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
How to Audit Prepaid Expenses
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Online
2.00 Credits
Pre-paid Expenses Auditing Yellowbook
Coping With the Growth of Online Fraud
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Virtual
4.00 Credits
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Hot Topics Accounting Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.40 Credits
Forensic Accounting Accounting Auditing Finance
AI Privacy, Security, and Compliance Masterclass
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction: What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways
Get started with Power BI
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
