CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
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Online
8.00 Credits
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.
Interviewing, Onboarding and Training 101
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Online
1.00 Credits
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding experience, and fostering a culture of continuous development. Whether you’re a seasoned manager or new to hiring, this course equips you with the tools to make confident decisions, engage new hires effectively, and set your team up for success from day one.
Balancing Employee and Employer Rights
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Online
1.00 Credits
Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.
Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Profes
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Online
2.00 Credits
Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Online
4.00 Credits
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
Nonprofit Accounting and Financial Reporting Explained
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Online
8.00 Credits
This course provides a high-level overview of the most important issues facing nonprofit entities and their auditors. The focus of this course is on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional and regulatory standards related to reliable financial reporting for nonprofit entities.
Small Firm Success Series (6/25/2026)
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Online
1.00 Credits
Small CPA firms, defined as those with 30 or fewer professionals, face distinct challenges amid rapid technological change, evolving regulatory demands, and mounting pressure to attract and retain talent. This webcast keeps practitioners current on the developments that matter most while offering practical, immediately applicable insights to strengthen their practices. Participants will gain clarity on today's most pressing questions: How can small firms address staffing shortages and build a sustainable talent pipeline? Which emerging technologies merit investment now? How should firms prepare for new compliance requirements and regulatory updates? What practice-management strategies are most effective for staying competitive in a fast-changing landscape? What sets this webcast apart is its exclusive focus on small firms. Each session emphasizes practical, resource-efficient solutions tailored to their needs. Attendees will hear real-world examples, explore current trends, and receive actionable guidance from experts who understand the realities of small-firm leadership. Designed for partners, managers, and future leaders, this program equips small firms to operate more efficiently, respond effectively to evolving standards, and position themselves for sustainable growth.
Maintaining a Harmonious Working Environment
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Online
1.00 Credits
A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided.
Best-In-Class Recruiting Strategies
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Online
1.00 Credits
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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Online
1.00 Credits
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are the right fit for your team, even from a distance.
Leaders Eat Last. Why? The Characteristics of Great Leaders
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Online
2.00 Credits
If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.20 Credits
In forensic accounting, interviewing is used to obtain important information from witnesses and suspects. An important aspect is the ability of investigators to obtain accurate and reliable information from victims, witnesses and the suspects or any interviewee. The interview process is an essential part of information gathering for any investigation. The importance of improving the quality of the interviewing with the potential for visual recording of all interviews should be placed high on the agenda of all organizations across the globe. A properly conducted forensic interview can result in an extreme benefit regarding collection of information. The interviewer’s role is to develop a full understanding of the facts. There is a distinct difference between a forensic interview and a criminal interrogation. Typically, forensic auditors will not be involved in interrogations. The Canadian or U.S. forensic accounting profession does not have a standardized interview model to truly equip its professionals with the interview tools required to elicit confessions ethically. Majority of their skills are developed through experience, and not through a standardized model of training. This session focuses on various interview concepts and methods.
Mock CPA Exam - Virtual
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St Louis
0.00 Credits
For many candidates taking the CPA exam can be one of the biggest obstacles when transitioning into the profession. Often candidates are not sure if they have studied enough or focused on the relevant areas for each section. In order to help, Surgent has offered MOCPA student members and CPA exam candidates a means to best prepare and study for the exam. MOCPA is pleased to offer a FREE CPA exam simulation of the exam section of your choice. Don't miss this unique opportunity to experience the CPA exam and to receive your test results onsite. Questions are laid out according to the Uniform CPA Examination Blueprints. Click here for the most current version. Surgent CPA Review has offered to assist and guide CPA candidates through a 4-hour session where they will be immersed in an exam taking environment and walk away with insight on areas of focus for when you take the real thing! The goal is to simulate the environment and format of taking the CPA Exam, using actual m/c questions and simulations. Students who register will be able to select the exam portion of their choice and receive feedback. At the conclusion of the Mock Exam, candidates will receive their Exam ReadySCORE along with a diagnostic report showing areas of strength and weakness which are aligned with the CPA Exam Blueprint. Time: 12 p.m. to 4 p.m. Live simulation will begin at 12 p.m. and conclude at 4 p.m.Advance registration and selection of the exam section of your choice is required. The email address that you use to register for this event will be used by Surgent to set up simulation. This will expedite the start of the simulation and provide you proper access. For any questions, please contact Liz Schaetzel at (314) 392-5834 or lschaetzel@mocpa.org.
Performance Management
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Online
1.00 Credits
The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.
IFRS Update
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Online
2.00 Credits
Companies reporting under International Financial Reporting Standards (IFRS) continue to face a steady flow of new standards and interpretations. The resulting changes range from significant amendments of fundamental principles to some minor changes from the annual improvements process. The changes will affect different areas of accounting, such as recognition, measurement, presentation and disclosure. It can be time-consuming and confusing to keep up-to-date on the resulting impact on financial statements and disclosures. This course will provide an executive summary of recent IFRS updates with current and upcoming effective dates.
Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy
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Online
1.00 Credits
When it comes to assessing your organization's employee experience, it's no longer enough to administer an annual survey and call it a day. Rather to engage and retain today's talent, it's all about an integrated, strategic approach to employee listening woven throughout the entire employee lifecycle. While this thought can overwhelm many HR professionals, the good news is that this is an area where you can start to see big ROI in a short period of time. In this session, we'll break down where to start, steps to improve your existing efforts, and strategies you can use to move the needle in your organization and drive HR and business success.
Introduction to Forensic Accounting
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Online
1.80 Credits
This course provides a high-level overview and introduction into the world of the forensic accountant. Most accountants have an understanding of the concept of fraud and how it impacts companies, but many individuals do not have a full comprehension of the variance in the work performed by a forensic accountant versus a typical management accountant. This course is meant for those individuals interested in understanding the variances in the job tasks and responsibilities of forensic accountants versus typical financial or management accountants. Forensic accountants or auditors take a unique focus on performing their work. Typically, when a person with forensic experience is called in to examine financial records, it is due to suspicion of fraud, evaluation of assets, or even to track down fundamentally incorrect accounting – intentional or not. As fraud continues to raise its head in business processes, forensic accountants are discovering new and unique ways to identify, examine, and support their hypotheses and investigative techniques. The work performed by a forensic specialist can be interesting and full of potential potholes if evidence isn’t examined according to proper protocols and standards.
Introduction to Forensic Data Analytics
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Online
2.00 Credits
In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money."