CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Farm Tax Update - A Virtual Event
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Online
8.00 Credits
The agriculture industry's unique tax rules are closely linked to specialized income and tax deduction opportunities. In this virtual seminar, learn more on these key areas from farm tax expert Paul Neiffer, CPA, author of the FarmCPAReport blog. Discover how to apply tax planning concepts unique to agribusiness and gain guidance on how to maximize tax benefits for your farm clients.
Financial Statement Preparation: Compilation and Review Update
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Online
8.00 Credits
LIMITED TIME OFFER - MOCPA MEMBERS SAVE $100 ON 8 HOURS OF CPE! NOW ONLY $150! This course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth analysis of the SSARS and will provide practice tips that will assist you in performing profitable standard compliant engagements.
CFO Series: Minding the GAAP
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St. Louis
8.00 Credits
*Register for 2 or more of MOCPA's CFO Series programs in person or virtual and save up to $200! Use promo code: CFO25 at checkout to receive discount. The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! This presentation focuses on four key roles that every financial leader shares: Staying abreast and aware of the myriad changes in GAAP accounting, the impact on the balance sheet, correctly financing the organization, and properly paying state and local taxes. We must be vigilant and current. Many seasoned executives do not properly analyze the lease-versus-buy decision. GAAP is ever-changing. What are the issues that will impact our balance sheet? The spotlight is to enhance our financial skills and accounting. Accounting is always moving forward, just as we should. Otherwise, we may be left behind.
The Controllership Series - The Controller's Skillset
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Online
1.00 Credits
This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolves. The controller position will typically lead teams of financial and accounting experts. Recognizing that leadership and team management skills are must-haves; they need to be able to command their team's respect, inspire them to act, and ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
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Online
1.00 Credits
Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
Contract and Procurement Fraud
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Online
2.00 Credits
This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction. The session will examine fraud vulnerabilities in the four key phases of the procurement process: Presolicitation. Negotiation. Performance. Closeout and Claims. Within each phase, “red flags” will be discussed. These are the indicia of possible fraud that managers should be alert for. Also, within each phase, the most common fraud schemes will be highlighted and discussed. Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur. This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks and fraud detection strategies.
K2's Microsoft 365/Office 365 - All The Things You Need To Know
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Online
8.00 Credits
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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Online
1.00 Credits
You may have read all sorts of stories in books about how bad people steal and make their coworkers and organizations miserable. Come hear veteran Internal Auditor Rob Berry and veteran CFO John L. Daly discuss situations they have seen in the real world.
Managerial Accounting: Your Prescription for Better Decision Making
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Online
4.00 Credits
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.
K2's Next Generation Excel Reporting
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Online
8.00 Credits
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Online
1.00 Credits
We all are busy, pressed for time and we strive to do as much as we can – as fast as we can. This is our world. However, there are times when we should stop and think. When we do not analyze (one of our many talents) this inaction causes problems. We will review the penalties of moving too fast. Let’s learn from the mistakes of others.
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics and mobile forensics.
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Online
2.00 Credits
Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight.
K2's Technology For CPAs - Don't Get Left Behind
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Online
8.00 Credits
How good are you with the technology you use daily? What new technology tools are available that could save you time and make you more effective? Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you! In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.
The Ethics Hour: Ethics in the Real World
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Online
1.00 Credits
Business ethics is not just something “nice to do” but can mean the difference between success, failure, and survival in today’s increasingly competitive environment. This seminar outlines steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions.
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Fr
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Online
1.60 Credits
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Let's Meet at the Intersection of Fraud and Ethics
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Online
4.00 Credits
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online
4.00 Credits
Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer's thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer. Not only will you develop an appreciation for the role of an engagement quality control reviewer, but this interactive session will allow you to step into the reviewer's shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers.
Guide to Preparing Form 1041 for Estates and Trusts
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Online
4.00 Credits
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.