CPE Catalog & Events
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $89
Critical Thinking Communication
Forensic Accounting: The AI-Powered Expert and Investigator
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI fundamentals: how large language models work, why they hallucinate, and the distinction between generative and agentic AIPractical applications of AI in damages calculations, financial statement and ratio analysis, and books-and-records reconstructionProfessional ethics under the AICPA Code of Professional Conduct, SSFS No. 1, and the ACFE Code of Professional Ethics as applied to AI-assisted workCourt requirements for disclosure and discovery of AI use, including judicial standing orders, Federal Rule of Civil Procedure 26, and proposed Federal Rules of Evidence 707 and 901(c)Preparation for cross-examination on AI use, including how to build and document a defensible AI-assisted workflow.
How to Build a Custom AI Chatbot and GPT in Plain English
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
PFP Update: Investment Planning in This New Era 26-27
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Online
2.00 Credits
Member Price: $99
• Develop, design and monitor client investment portfolios • Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships • Assessomg market conditions in a very unique and different environment • How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues • How investment vehicles work together to manage risk/return relationships • How to build, monitor, evaluate and re-design an investment portfolio
Income Statement Disaggregation: ASC 240-40 26-27
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Online
2.50 Credits
Member Price: $99
• Disclosure - Overview • Disclosure - Expense Disaggregation • Implementation Guidance
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
SOC Reporting Information Technology General Controls (ITGC) Audit Reliance
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
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Online
2.00 Credits
Member Price: $99
• Case studies and participant discussions will highlight these cash management issues: • Manage cash electronically • Encourage customers to pay faster • Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts
Fraud Misstatements & Financial Reporting 26-27
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Online
4.00 Credits
Member Price: $175
• A case study approach to financial statement fraud • Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves • Common methods of deceiving users of financial statements • Red-flags in fraud
Critical Technical Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $149
A methodical approach to business and strategic planning Overview of The Balanced Scorecard approach to creating key performance metrics Common metrics for analyzing financial statements and trends Accounting and finance role in Enterprise-wide Risk Management (ERM)
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online
8.00 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
How Much Are Your Ethics Worth?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Online
1.00 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
Ethics in Communicating & Reporting
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Online
1.00 Credits
Member Price: $39
Fundamentals of ethical communication 4 must-have communication skills How to improve your ethical communication skills Problems related to unethical behavior in reporting & communication
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Accounting Treasury Finance
Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
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Online
1.80 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
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Online
8.00 Credits
Member Price: $89
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $89
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook
Bears Will Be Bears - Fraudsters Too
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Online
2.00 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation