CPE Catalog & Events
Internal Controls - Why They Are Important
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Online
2.00 Credits
Member Price: $85
Internal Control History COSO Internal Control Framework Types of Internal Controls Are Internal Controls Infallible? Who is Responsible for Internal Controls? Why Document Controls?
Key Tax Issues for Individual Taxpayers
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Online
2.00 Credits
Member Price: $89
"Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Other recent legislative developments impacting individual taxpayers
Current Fraud Trends - Nonprofit and Government Entities
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Online
2.00 Credits
Member Price: $89
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
Five Amazing Business Books in 100 Minutes
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Online
2.00 Credits
Member Price: $89
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
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
Invest in Your Mental Health and Avoid Burnout
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
Surgent's The AICPA Independence Rule: An Introduction for Audit, Assurance, and Attestation Professionals
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Online
2.00 Credits
Member Price: $99
Foundation of accounting ethics Independence in fact vs. appearance and common impairment triggers AICPA Independence Rule AICPA Independence Interpretations issued by the Professional Ethics Executive Committee (PEEC) Application of the AICPA's Conceptual Framework Threats to independence and safeguards to those threats Covered members
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Member Price: $149
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
AI 101 for CPAs: Core Concepts and Practical Applications
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
Smart Formula Selection in Excel: What to Use When
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Online
2.00 Credits
Member Price: $89
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
A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
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Online
1.00 Credits
Member Price: $39
The multi-step process to address conflicts of interest How to remedy threats Preparing to defend your actions or inactions Causes of conflicts of interest
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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Online
1.00 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
Leading Up: The Superpower Every Ascending Leader Needs
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Online
2.00 Credits
Member Price: $89
The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $89
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Auditing Yellowbook
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC)Recent developments shaping ethical requirements for the professionProposed and ongoing projects on PEEC's agenda
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Profiles in Fraud
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes
The Commonsense Approach to Auditing for Fraud
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Online
3.00 Credits
Member Price: $109
Occupational Fraud Professional Skepticism Fraud Indicators Error vs. Fraud Fraud Risk Fraud Hypothesis Development Fraud Intent