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CPE Catalog & Events

All Events 10029 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 10026

Showing 141-160 of 10029 Results (Page 8 of 502)

ACPEN: The Commonsense Approach to Auditing for Fraud

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Online

3.00 Credits

Occupational Fraud Professional Skepticism Fraud Indicators Error vs. Fraud Fraud Risk Fraud Hypothesis Development Fraud Intent

Smart Formula Selection in Excel: What to Use When

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Introduction to Strategic Formula Use:Why choosing the right formula matters: clarity, performance, and maintenanceCommon traps: overusing IF, defaulting to familiar tools, ignoring modern functionsHow Excel offers multiple ways to solve the same problem and how to pick wiselyConditional Logic and Branching Tools:IFS vs SWITCH vs nested IF: comparing readability and structureWhen to simplify logic and how to avoid nested nightmaresSummarizing Data:SUMIFS vs SUMPRODUCT: multiple conditions, weighted sums, totalsFiltering and Output Control:FILTER vs IF + INDEX: dynamic data extraction with vs without Excel 365Trade-offs in backward compatibility and ease of useCustom Output and Decision Trees:CHOOSE vs SWITCH vs LOOKUP: logic trees and category mappingEmbedded Variables and Reusability:LET vs named ranges: clarity and efficiency for long formulasUsing LAMBDA with LET to create custom functionsSimplifying and documenting complex calculationsBest Practices for Formula Selection:Criteria for deciding: readability, flexibility, future maintenanceTips for avoiding overengineering and formula bloat

ACPEN: A Practitioner’s Guide to IRAs and Qualified Retirement Plans

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Online

8.00 Credits

Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals

ACPEN: Mergers & Acquisitions: Tips and Speed Bumps to Avoid

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Online

2.00 Credits

Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations

Accounting for and Auditing Cryptocurrency & Digital Assets

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Virtual

2.00 Credits

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

AICPA Town Hall Series (Rebroadcast of 8/6/2026)

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Virtual

1.00 Credits

Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities

Resistance to Resilience: Strive for Tech Change Acceptance

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)

ACPEN: 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

Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties

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Virtual

2.00 Credits

Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

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Virtual

2.00 Credits

Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans Defined benefit plans and cash balance plans

Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

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Virtual

0.00 Credits

Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments

Surgent's Understanding Partnership Taxation: Debt Allocations

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Virtual

2.00 Credits

Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)

All About Fraud - Examples, Prevention and Auditing

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Virtual

4.00 Credits

The major topics that will be covered in this course include:2026 Report to the Nations issued by the Association of Certified Fraud Examiner.Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk.Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings.Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.

Business Tax Update: OBBA and Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions

ACPEN: Yellow Book Ethics

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Online

2.00 Credits

Ethics Accounting & Auditing Yellowbook

ACPEN: Documentation Methods for Internal Control Processes

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Online

2.00 Credits

Introduction to Proper Documentation Responsibilities for Internal Control Exploring What to Document Documentation Types, Flowcharts, & Narratives Policy and Procedures and IC Questions Risk Control Matrices Establishing A Defined Documentation Process Flow Chart Symbols Other Documentation Maturity Model & Issue Tracker Other Documentation Testing Processes Other Documentation Internal Audit Formal Reports & Summary Proper Documentation

Ethics: How to Run Your Business Well

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"

Surgent's Adapting to OBBBA Changes: A Strategic Review

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Virtual

2.00 Credits

Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions

Surgent's Foundations of Cybersecurity for Financial Professionals

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Virtual

0.00 Credits

Financial professionals’ roles in cybersecurity risk management Foundational terminology and principles (e.g., risk management, threat actors) Real-world case studies of cybersecurity strategies in financial settings Integrating cybersecurity into financial reporting and compliance Understanding the dynamic cybersecurity threat environment

ChatGPT Vision for Financial Analysis

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.