CPE Catalog & Events
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Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
Taking a Global View of Professional Ethics
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Online
2.00 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
An Ethical Approach to Mental Health Issues at Work
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
The Value of Conflict
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Online
1.00 Credits
Member Price: $39
Conflict resolution
The Controllership Series - The Controllers Role in Procurement Function
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Online
1.20 Credits
Member Price: $39
Accounting Finance Procurement
Sarbanes Oxley - Sourcing Emerging Risks- 20 years later - Part 1
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Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
Thinking Like an Auditor When Preparing Your Financial Statements
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Online
2.00 Credits
Member Price: $89
Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks
New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
Member Price: $89
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
FASB Update and Review
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Online
2.00 Credits
Member Price: $89
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Ethical AI Practices for CPAs: Ensuring Responsible Use
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures
Tactical Data Management - Turning Data into Actionable Information
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Online
2.00 Credits
Member Price: $89
The difference between data and information Financial versus non-financial performance metrics Customer, internal process, and employee data Balanced Scorecard concepts and performance linkage Data risks, cybersecurity, and governance concerns Organizing data to answer the right business questions Using visuals and storytelling to communicate insights Empirical, fact-based decision-making
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Ethics in Artificial Intelligence
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Online
1.60 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology
Advanced Negotiations: Never Split the Difference
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Online
2.00 Credits
Member Price: $89
Negotiations Business Management
TaxCon (Day 2)
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Online
8.00 Credits
Member Price: $389
The major topics that will be covered in this course include:Changes in Tax LawInternational and federal challengesResolutions for new and emerging problems
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Considerations of Fraud
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Online
2.00 Credits
Member Price: $89
AU-C 240 Auditing Yellowbook