CPE Catalog & Events
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
-
Online
1.00 Credits
Member Price: $49
Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.
Construction Contractors: Auditing Considerations
-
Online
4.00 Credits
Member Price: $139
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key controls Substantive procedures for long-term contractors
Lessee and Lessor Accounting
-
Online
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
-
Online
2.00 Credits
Member Price: $89
Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row
Risk Assessment Under SAS No. 145
-
Online
2.00 Credits
Member Price: $89
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
-
Online
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Current and Upcoming FASB Issues
-
Online
2.00 Credits
Member Price: $89
Recent accounting standards updates Recognition and measurement projects Presentation and disclosure projects Post-implementation preview projects
Current Audit Environment and ASB Activity
-
Online
2.50 Credits
Member Price: $99
Current environment and implication for audit planning Key risk issues Audit challenges Recent Statements on Auditing Standards (SASs). ASB workplan SQMS No. 1, No. 2, and No. 3 SSARS No. 26
Documenting Your EBP Audit: What You Need to Know
-
Online
8.00 Credits
Member Price: $319
Professional standards Audit planning Risk assessment and control testing Documentation best practices for investments and plan expenses Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable Participant data and participant accounts Initial audits, plan mergers, and other issues
Taxation of Property Transactions - Tax Staff Essentials
-
Online
4.00 Credits
Member Price: $139
Sections 1231, 1245, and 1250 Depreciation recapture Capital gains and losses Nonrecognition transactions
SOC 2® Report Walkthrough
-
Online
2.00 Credits
Member Price: $89
Sections within a SOC 2 report CUEC considerations Inclusive versus carve-out methods of reporting on controls at subservice organizations Report opinion types SOC 3 reporting Bridge letters
Ethics: Avoiding the Slippery Slope of Ethical Pressures
-
Online
4.00 Credits
Member Price: $139
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Quality Management: Performing a Root Cause Analysis
-
Online
2.00 Credits
Member Price: $89
Broad discussion of root cause analysis, including what a root cause analysis is, how it works, and why it is understood to be an effective tool The requirements of SQMS No. 1 (QM section 10) regarding root cause analysis Applying the discussed steps of a proper root cause analysis in a real-world scenario Documentation considerations for root cause analysis
Conducting a Remote Audit
-
Online
4.00 Credits
Member Price: $139
Benefits of remote auditing How to manage the team, the client, and the audit process remotely Engagement-wide procedures, from client acceptance through report issuance when remote auditing Narrow-topic considerations when remote auditing
Preparation, Compilation, and Review Engagements: Update and Review
-
Online
4.00 Credits
Member Price: $139
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
Performing Preparation, Compilation and Review Engagements
-
Online
2.00 Credits
Member Price: $89
Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service
Yellow Book: Application of GAGAS Principles
-
Online
6.00 Credits
Member Price: $239
Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
-
Online
2.00 Credits
Member Price: $89
Cell styles Workbook design principles Nested functions Selecting cells and objects Organizing worksheets
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
-
Online
4.00 Credits
Member Price: $139
Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
-
Online
2.00 Credits
Member Price: $89
Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function