CPE Catalog & Events
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Accounting Finance SG Operations
Internal Controls That May Have Prevented Fraud
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Online
2.00 Credits
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
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
Todd and Julie Chrisley Go to Prison
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Virtual
2.00 Credits
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Surgent's Reasonable Suspicion
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Virtual
1.00 Credits
The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace The impact of drug and alcohol abuse on workplace safety The possible connection between performance issues and drug or alcohol abuse The role of documentation in reasonable suspicion testing Confidentiality concerns in the testing process
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Tax Depreciation: Review and Update
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
The Preparation of Forms 706 and 709 - Understanding the Law
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Online
3.00 Credits
Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration
Comprehensive Audit & SSARS Update
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Virtual
4.00 Credits
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
How Culture Affects Risks
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Virtual
1.00 Credits
Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Accounting Finance
Hot Topics Audit & Attest Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Strategic Government Budgeting: Tools for Long-Term Sustainability
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Online
2.00 Credits
Forecasting & Budgeting Auditing & Accounting Yellowbook
Surgent's Managing Up the Ladder
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Virtual
2.00 Credits
Influence, persuasion, and power Navigating without position power
ChatGPT for Accountants: 50+ Use Cases
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Virtual
2.00 Credits
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Introduction to Single Audit
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Online
2.00 Credits
Single Audit Accounting & Auditing Yellowbook
2025 AICPA Regulatory Ethics Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Contract and Procurement Fraud
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Online
2.00 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
