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!
Business Tax Update: Recent Developments
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Online
2.00 Credits
A discussion of the latest 2021/222 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. 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 Deployment Best Practices
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Online
2.00 Credits
The Microsoft 365 ecosystem of apps offers tremendous value for any business organization. The key to maximizing the ROI of your monthly subscription fees is to understand how all the apps work together. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will share a number of "best practices" for deploying Microsoft 365. This course will help you discover the hidden gems in the Microsoft ecosystem to increase productivity across your organization and help you avoid making costly mistakes in your deployment. 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 Use the Data Model to Build More Powerful PivotTables
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Online
2.00 Credits
Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.
Creating a High Performance Culture - Post Pandemic
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Online
1.00 Credits
Discuss trends and changes impacting the American workforce. Discover "why" culture matters, the "benefits" of great cultures, and the workforce challenges created both before and after the pandemic. Once the audience has clarity on these items, the presentation shifts to "how" to create a great culture in our post-pandemic environment. Jim provides practical tools that can be implemented at any organization. Some of the tools are directly related to the new challenges resulting from the COVID-driven pandemic. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Are You Running Your Business or is Your Business Running You?
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Online
1.50 Credits
Work on your vision to help your business run better and grow faster (bold) If you are the owner, leader, or manager of an organization who wants to see your business consistently run better and grow faster, Bill Sheridan and EOS (the Entrepreneurial Operating System) can help you and your team simplify, clarify, and achieve your vision.
Audit 408: Coaching Staff to Stay on the Right Track
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Online
2.00 Credits
Supervisor Skills - Coaching Staff to Stay on the Right Track provides tips and techniques for critical coaching responsibilities. Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. 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 coaching others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Peer Reviews of SSARS Engagements
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Online
2.00 Credits
Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. 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 Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Ethical Performance Management
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Online
2.00 Credits
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Online
2.00 Credits
Let us ask you a question. What function do you use most? Is it the SUM function? It shouldn't be - well, at least if efficiency is your goal. This session covers the function that sums better than the SUM function for accounting professionals. In addition, we review the data validation feature, which enables us to control what a user enters into a cell. We'll discuss the conditional formatting feature, which enables us to format a cell based on its value. Lastly, we'll conclude by reviewing a technique that addresses a major pitfall of Excel. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Non-Fungible Tokens (NFTs) - Implications for Practitioners
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Online
1.00 Credits
This will examine and analyze the rise of non-fungible tokens (NFTs) alongside the smart contracts that support and manage these tokens. 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 Ethical Considerations for CPAs
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Online
2.00 Credits
As accounting firm's non-attest offerings to their attest clients become more diversified, such engagements increase firms' exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules which govern these engagements. In this course, we'll review the relevant sections of the AICPA Code of Professional Conduct regarding independence, objectivity, and conflicts of interest. The course will focus on the Code's Independence Rule and common threats to auditor's independence. In particular, the course will focus on those unique considerations related to non-attest services, both from the perspective of AICPA interpretations and other applicable rules and regulations. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED.
Ransomware: How to Protect Against and Recover From Attacks
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Online
1.00 Credits
Ransomware is a form of malware that targets your critical data and systems for the purpose of extortion. Ransomware is designed to encrypt files on a device, making any files or systems that rely on them unusable. Malicious actors then demand ransom in exchange for decryption. Ransomware actors often threaten to sell or leak the data or authentication information if the ransom is not paid. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 501: Personality Styles - Improving Your Interactions
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Online
2.00 Credits
Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Communicating Financial Information to Non-Accountants
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Online
2.00 Credits
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.