CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
CAF Cluster: Controller/CFO Update - Hot Topics Facing Today's Financial Professional - A Virtual Event
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
CAF Cluster: Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the “financial hero” of your organization and make a positive impact on the bottom-line.
CAF Cluster: Innovative Forecasting and Budgeting - Moving Beyond the Traditional Techniques
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. Will we ever get used to the rapid pace of change? Is our organization changing as fast as society? These are just some of the questions that must be asked and will be discussed in this program. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that upside down with our innovative approach to planning and budgeting. Recent changes in our economy have shown us that our planning process must be far nimbler and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the “one-year operating plan” (formerly referred to as a budget), the “monthly operating plan,” cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.
CAF Cluster: Unlocking AI - Fundamentals and Generative AI for Accountants
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. This course covers the foundational concepts of artificial intelligence (AI) and its relevance to accounting. Participants will explore various AI applications, including generative AI and prompt engineering, and understand the benefits, challenges, and future trends associated with AI integration in accounting.
Tax Cluster: Federal Tax Update
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation.
Tax Cluster: Buying and Selling a Business - Tax and Structuring Overview
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.
Tax Cluster: This Year's Top Tax and Financial - Planning Ideas
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Tax Cluster: Securing a Comfortable Retirement
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
A&A Cluster: Small-Business Accounting, Audit, and Attest Update
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. Specifically tailored for practitioners who do not perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the material in practice.
A&A Cluster: Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application on preparing financial statements using common special purpose frameworks such as tax basis and cash or modified cash basis financial statements. You will learn the unique measurement and disclosure requirements of various Special Purpose Framework (SPF) options using example financial statements and illustrative disclosures. The course also includes common practice issues encountered when preparing SPF financial statements, including disclosure and reporting requirements. We will also review recent updates to both audit and SSARS standards that impact engagements performed on SPF financial statements.
A&A Cluster: Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.
A&A Cluster: Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online
4.00 Credits
Save a minimum of $50 when you purchase any 4 or more of MOCPA's Cluster Events. USE CODE "CLUSTER25" AT CHECKOUT. With the AICPA’s heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor’s overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS 145) and it's easy to see why it's more important than ever to ensure that auditors have a good understanding of the requirements and comply with documentation standards. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor’s assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity’s internal control. The AICPA issued its Quality Management Standards in 2022. Firms are required to implement the standards by December 15, 2025. And the firm's evaluation of the System of Quality Management is required within one year after that. This is not just a matter of tweaking the firm's existing QM document, the standard requires a risk assessment process to identify risk. The objective of the course is to provide the insights necessary to help auditors and accountants improve not just the quality of their work but also the perception of the accounting profession as a whole. We will focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements, and best practices. We will address the new QM standards.