CPE Catalog & Events
Income Tax Planning for Bond Investments 26-27
-
Online
4.00 Credits
Member Price: $175
• Active versus passive investing • Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax • The tax treatment of bonds purchased at a discount or premium • Bond swap and U.S. Savings Bond strategies
Tax Basis and other Special Purpose Frameworks 26-27
-
Online
4.00 Credits
Member Price: $175
• Tax basis • Cash and modified cash • Contractual • Regulatory • Financial Reporting Framework for Small and Medium sized Entities (FRF for SMEs) • Red-flags in fraud
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
-
Online
4.00 Credits
Member Price: $175
• Federal statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services • Tax shelter and reportable transaction issues in depth • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Fiduciary Accounting & Tax Planning for Estates & Trusts
-
Online
4.00 Credits
Member Price: $149
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Mastering SSARS: From Compilation to Preparation Engagements
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The SSARS landscapeReview engagementsCompilation engagementsPreparation engagementsSelecting from the menu of SSARS engagementsAICPA quality management standardsIndependence and other ethical considerationsConsiderations when changing the level of servicePitfalls to avoidBest practices to adopt
Shortcuts to Personal and Professional Success
-
Online
8.00 Credits
Member Price: $250
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
Improve Spreadsheets by Building Controls in Excel
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
2026/27 Annual Update for Accountants & Auditors
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key accounting and auditing developments affecting accountants and auditors across industries.Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
Corporate Finance Technology Selection: Practical Frameworks
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Ultimate Small Business HR Guide: Essential Tips for Success
-
Online
1.00 Credits
Member Price: $39
Small Business Management
Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 3: Blockchain and Financial Risks
-
Online
1.20 Credits
Member Price: $39
HR Talent Blockchain Corporate Social Responsibility Financial Exposure Currency
Data Science for Accountants - Business Analytics
-
Online
2.00 Credits
Member Price: $89
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Introduction to Governmental Accounting 101
-
Online
2.00 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Private Company Simplified GAAP Alternatives
-
Online
2.00 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
Sleepless Nights: In AI It's All About "The Prompt", in Careers It's All About "The Relationships"
-
Online
2.00 Credits
Member Price: $89
Career Ownership Relationship DeRailers Career Planning Personal Marketing Plan Strategic Career Considerations Opportunity Insights Networking Character
S Corporations: How to Calculate Shareholder Basis
-
Online
2.00 Credits
Member Price: $89
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Compilation, Preparation and Review Basics and Peer Reviews
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include: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.
What to Do When Clients Attempt to Fudge the Numbers on Their Tax Returns
-
Online
2.00 Credits
Member Price: $79
Should Tax Practitioners be Skeptical? Professional Skepticism as Diligence Educating Clients About Their Risks, and Your Risks Case Studies Involving Client Attempts to Fudge the Numbers
Contract and Procurement Fraud
-
Online
2.00 Credits
Member Price: $89
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Business Longevity: Stabilize, Strengthen, and Succeed
-
Online
4.00 Credits
Member Price: $149
Business Management Strategic Planning The role of AI in Business