CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Governmental Accounting Conference - A Virtual Event
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Online
12.00 Credits
Join us at the forefront of financial governance and accountability at the Governmental Accounting Conference, where professionals and experts come together to explore the latest developments in governmental accounting and auditing. This event is designed to provide up-to-date insights and answer questions attendees may have. Key Tracks:-Governmental Track-Auditing Track Session topics include: GASB Update, FASB Update, Fraud, Auditing Standards, Emerging Issues in Government Accounting, and more! There is also an OPTIONAL ETHICS COURSE at the end of day two. You will be asked if you would like to add this on when you reach the checkout.
Governmental Accounting Conference- Ethical Decision Making in Accounting and Finance
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Online
2.00 Credits
This course will provide you with 2 hours of ethics. Check back soon for more information!
Employee Benefit Plans Conference - A Virtual Event
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Online
8.00 Credits
As an auditor, you need the most up-to-date information and tools to navigate your clients’ plan issues. At this specialized conference, hear the latest from the U.S.Department of Labor and other experts on current rules and regulations, and gain ideas for increasing the effectiveness and efficiency of your audits.
School Audit Conference - A Virtual Event
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Online
8.00 Credits
School districts have highly specialized needs, and whether you serve from the inside of a district or as an external auditor, it is essential that your knowledge be on the cutting-edge. This conference offers strategies to improve audit quality by offering practical tools and resources from state and local experts who know what’s going on in Missouri school districts. Featured topics include:• The Latest on GASB • Single Audit• And more!
Surgent's Controllership Skills Update: Risk Management
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Online
2.00 Credits
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to be "under control" through their policies, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience, as well as to help to start the less experienced individual. It offers ideas that can be used immediately, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning, business continuity, and ethics, as well as a sample group exercise to test your current risk management systems.
An Introduction to Impact Reporting with the GRI Standards
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Online
1.00 Credits
Amplify your sustainability journey (bold) Customers, suppliers, employees and investors are increasingly interested in the economic, environmental and social impacts of organizations. The Global Reporting Initiative (GRI) is an independent, international organization providing a global common language to help businesses and organizations understand and communicate their sustainability impacts. Over 11,000 companies around the world use GRI standards for their sustainability reporting. If you are getting started on your sustainability journey, this webcast will equip you with the knowledge you need. Tune in to understand: Double materiality How to use the GRI standards to report material impacts on the economy, environment, and people. Join experts from GRI as they explain their mission and the global impact that GRI has on sustainability reporting.
I Spy with My Little Eye ... an Illegality
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Online
1.00 Credits
In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft 365 Application Lightning Round Review
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Online
1.50 Credits
Do you use Microsoft Office 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Assessing Independence Under the New Yellow Book
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Online
1.00 Credits
Individuals who work in a governmental environment have many rules of ethics that must be followed. The Government Accountability Office (GAO) issues Yellow Book providing rules related to ethics and independence, which received a significant update in 2018. We'll review some of the key elements of ethics relevant to governmental entities and auditors to prevent independence noncompliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course qualifies for yellow book credit.
Corporate Ethics Cases in Diversity and Inclusion
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Online
1.00 Credits
The AICPA Code of Professional Conduct makes it clear that workplace harassment and discrimination is unacceptable, but gives little further guidance. Other behavior standards can help us fill the gaps. This session will discuss cases involving ethical issues relating to diversity, including age discrimination, ethnicity, sexually hostile work environments, and gender identity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accounting for Digital Assets under US GAAP, Part II
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Online
1.50 Credits
Guidance on how to account for digital assets (bold): Accounting for stablecoins may not be stable: Though the use of digital assets is rapidly expanding, accounting guidance has not kept pace. As a result, accounting for digital assets can feel shaky. The AICPA can help: The AICPA practice aid on accounting and auditing for digital assets and this webcast can help you answer the question of what to do when you or your client accounts for stablecoins. You'll be helped to understand how to account for other transactions and investments involving crypto and digital assets under U.S. GAAP. You'll also learn more about what the AICPA is doing to lend clarity and guidance to this murky but increasingly important field. Learn how you can add more value: Whether you're a CPA with attest clients or an industry accountant responsible for corporate accounting policy, this guidance will give you a clear path to help your clients or firm by applying the most up-to-date accounting policy. Detailed examples and use cases will demonstrate real-world application of this guidance.
Presentation Skills for Auditors
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Online
2.00 Credits
Are you comfortable giving presentations and feel good about your performance, or does the experience make you anxious and leave you feeling dissatisfied? In this session, learn how to let your best self shine during interactions with your staff, the auditee, and the governing board. Jim Comer is an accomplished speechwriter and presentations skill coach for executives. Leita Fanta has led over 1500 full-day seminars. Let Jim and Leita help you establish genuine and comfortable professional relationships and avoid mistakes that will detract from your message. *Qualifies for Yellowbook credit This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment
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Online
4.00 Credits
The COVID-19 pandemic has had many far-reaching implications. In addition to the financial reporting impact of the pandemic, many other business functions, such as budgeting and forecasting are also proving to be challenging in the current environment and will require adjustments to how they were done in the past. As re-opening guidance continues to be issued, companies will have more visibility into when and how they can resume production and operations. Management and the Finance Team will need to work together to accurately forecast the impacts that the pandemic will have on revenue, margins, and costs in both the short term and long-term. Also, accurate operating and cash flow forecasts are essential for updating critical accounting estimates, including impairment models, contract modifications, and going concern risk assessments. They are also essential to determining the extent of operational disruption, supply chain disruptions, and other impacts of the COVID-19 pandemic, as well as identifying potential liquidity and working capital short-falls and access to existing sources of capital. In this course, we'll review best practices for budgeting and forecasting in the COVID-19 environment. We'll discuss what techniques can remain the same and which need to change as entities struggle to assess the impact of this crisis.
Implementing and Maintaining an Internal Control System
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Online
8.00 Credits
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 403: Fraud Trends - Applying Real-Life Lessons
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Online
2.00 Credits
Fraud Trends - Applying Real-life Lessons to Small- and Mid-Size Entities will focus on real-life and practical examples of fraud in smaller- and mid-size environments, including nonprofits. Fraud involves an intentional act to deceive, which may result in material misstatement in the financial statements due to fraudulent financial reporting or misappropriation of assets. Management's responsibility is to design, implement, maintain and monitor a system of internal control to prevent, or detect and correct, fraud. Note: This is a part of the suggested 16-hour Audit Skills Level 4 curriculum for experienced in-charges or seniors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics of Care in the Workplace
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Online
2.00 Credits
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Auto and Energy-Related Tax Credits
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Online
2.00 Credits
The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have new and reformed credits to understand and explain to their clients. The IRS has issued extensive guidance regarding these credits in the form of Frequently Asked Questions that elaborate on and explain these new credits. This program covers the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients regarding them.This course qualifies for IRS credit.
Moving Beyond the Basics of Excel
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Online
2.00 Credits
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing, and reporting information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Yellow Book: Application of GAGAS Principles
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Online
5.50 Credits
Gain the essentials Engaging with chapters 1-6 of Government Auditing Standards, 2018 Revision, gain the essentials for performing engagements in accordance with generally accepted government auditing standards (GAGAS). Build an excellent foundation of the principles of GAGAS as it relates to understanding Yellow Book requirements and application guidance.
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Maximizing Analytic Procedure Evidence - Adding Value Through Useful Financial Statement Analysis will enhance an ability to read and interpret financial information as a critical audit skill. Financial statement auditors need to be able to analyze financial results to not only enhance audit quality, but to also improve client service through being a better business advisor. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for analyzing and interpreting financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.