CPE Catalog & Events
An Exhaustive Look At Fraud & Ways To Control It (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Assessing Independence Under the New Yellow Book
Available Until
TBD
1.00 Credits
Member Price: $39
Recall safeguards that can be used to reduce threats to an acceptable levelIdentify threats to independence
Attestation Update: SSAE 19-22
Available Until
TBD
1.00 Credits
Member Price: $39
SSAEs 19-22Changes to performance and reporting requirements
Auditing Contingencies and Going Concern Uncertainty - Testing for Completeness and Proper Di
Available Until
TBD
2.00 Credits
Member Price: $79
Overview of contingencies and related disclosures Identifying and determining proper accounting treatment for litigation, claims and assessments Evaluating the sufficiency of attorney's letter responses for audit evidence Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time Auditing managements assumptions in making the going concern evaluation Proper application of the liquidation basis of accounting
Auditing, SSARS and Attest Update
Available Until
TBD
2.00 Credits
Member Price: $79
Identify the most recent changes in auditing, reviews, compilations and other attestation engagements Select practice tips for achieving high quality engagements
Bitcoin Fundamentals - What Every CPA Should Know
Available Until
TBD
3.00 Credits
Member Price: $119
The evolution of money: barter, gold, paper, digital, cryptocurrency History of Bitcoin, how it originated and evolved to where it is today. How Bitcoin works: origin, network, nodes, miners, transactions and the blockchain ledger. Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin. Understanding the role of cryptocurrency exchanges and the collapse of FTX. Introduction to Ethereum, a substantial alternative to Bitcoin. Income tax implications of Bitcoin and other cryptocurrencies.
Blockchain Technology: What Every CPA Should Know
Available Until
TBD
2.00 Credits
Member Price: $79
An explanation of what blockchain is Review of the nomenclature associated with blockchain technology Thorough review of the components of a blockchain application Review of current and potential applications for blockchain and its impact on commerce Potential impact on the CPA profession in accounting and auditing
Building Security/Efficiency via Internal Control (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Building Security/Efficiency via Internal Control (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
CFO Career Upgrade with LinkedIn
Available Until
TBD
2.00 Credits
Member Price: $79
Essential elements of a compelling LinkedIn profile for a CFO How to build a strategic career network Five ways that CFOs can leverage LinkedIn as leaders of an organization How to get referred to new job opportunities Essential LinkedIn do's and don'ts for CFOs
CFO Solutions to IRS Problems
Available Until
TBD
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
CPA Ethics in a Crisis World: Tales from the Front
Available Until
TBD
2.00 Credits
Member Price: $79
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Cases in Corporate Ethics
Available Until
TBD
4.00 Credits
Member Price: $159
We introduce new case selections to this seminar every year. Past cases have included these issues: Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
ChatGPT for Accountants: 50+ Use Cases
Available Until
TBD
2.00 Credits
Member Price: $79
Major topics covered in this course include: Introduction to ChatGPT and artificial intelligence chatbot technologies Automating frequently asked questions and the onboarding process Verifying and reviewing financial records Providing real-time support to clients Generating financial reports Automating tax return preparation and financial planning Providing guidance on financial decision making
Combating Internal Fraud
Available Until
TBD
2.00 Credits
Member Price: $79
Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Common Findings in Single Audits
Available Until
TBD
1.00 Credits
Member Price: $39
Overview of Single Audit Consequences of Noncompliance Overview of findings and observations by compliance requirement Single Audit findings and observations from AICPA Peer Review and OIG Ways to prevent findings
Communicating Financial Information to Non-Accountants
Available Until
TBD
2.00 Credits
Member Price: $79
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Compilation, Preparation and Review Basics and Peer Reviews
Available Until
TBD
2.00 Credits
Member Price: $79
Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.
Compilations, Reviews and Audits: How They Differ
Available Until
TBD
1.00 Credits
Member Price: $39
Review of differences of compilation, review and audit engagements Compare and contrast major considerations of each type of engagement Provide practical tips and strategies Professional standards that govern each type of engagement
Comprehensive Accounting and Financial Reporting Update
Available Until
TBD
4.00 Credits
Member Price: $159
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.