CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
-
Online
1.00 Credits
Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization? What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing? How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
-
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.
Navigating Leaves of Absence
-
Online
1.00 Credits
What obligations does an employer have when an employee needs to take a leave of absence? This presentation will provide an overview of the complicated, intertwined compliance obligations triggered when an employee requests a medical leave of absence (including for pregnancy, mental health, or addiction).
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
-
Online
2.00 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. 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 a bit deeper into the world of forensic accounting and identify some of the specific areas of expertise required to become a forensic accountant. We will then first delve deeper into the art of document analysis and handwriting analysis.
2024 Accounting & Attestation for ESG
-
Online
2.00 Credits
Environmental, Social and Governance (ESG) has become a hot topic among standard setters. This session will look at the work of the FASB, GASB, and AICPA in the areas of ESG. We’ll also look at the types of engagements CPAs can provide to entities who want assurance around their ESG reporting.
Advanced ChatGPT for Accountants
-
Online
2.00 Credits
This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2024 Small Business Accounting Solutions And Add-Ons
-
Online
2.00 Credits
Small businesses have better options now than ever before in the market of accounting solutions. Participate in this session to learn more about these options and which might be best for you or your clients.
Communication Miracles At Work and In Life - Part 2
-
Online
4.00 Credits
Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
Ethics of AI: A CPA's Guide
-
Online
2.00 Credits
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series - Addressing Budgeting Uncertainty
-
Online
1.00 Credits
With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions, and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization’s to properly plan for a volatile future.
The Controller Function - Elevating the Role
-
Online
1.50 Credits
This is the beginning of a series that will cover major aspects of the Controllership function. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc., the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. A Controller is an individual who has responsibility for all accounting-related activities including high-level accounting, managerial counting, and finance activities within a company. The duties of a Controller include assisting with the preparation of the operating budgets, overseeing financial reporting, and performing essential duties relating to payroll. However, in today’s evolving world, the Controller function can provide much more in-depth value to their organizations. This series is dedicated to exploring the traditional Controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. In this first course we focus on the typical Controller function and begin to identify ways to elevate the function.
Internal Controls - Why They Are Important
-
Online
2.00 Credits
The topic of internal control has long been an issue for business. Management may view internal control as a set of forms, checklists, and templates that auditors require. However, internal control is much more. Since the passage of the Sarbanes-Oxley Act (SOX), internal control (especially over financial reporting) has become a major focus for all organizations, regardless of their status as public, private, not-for-profit, sole proprietorship, partnership, or corporation. It is essential that managers understand and establish sound, effective, and proper internal controls for operations, compliance, and financial processes within the organization. Internal control can truly provide ultimate organizational value. Internal controls are defined as the mechanisms, rules, and procedures implemented by a company to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. Internal controls are a means by which an organization’s resources are directed, monitored, and measured. This includes operational and compliance activities. It plays an important role in preventing and detecting fraud and protecting the organization’s resources. Internal control is affected by an organization’s structure, work and authority flows, people, and information systems, and is designed to help the organization accomplish specific goals or objectives. For instance, a small organization with limited resources may not be able to segregate duties with the same rigor that a larger organization can. However, that does not give small organizations an excuse to ignore the importance of that control. They must find other ways to mitigate potential issues. In any event, internal control is part of an organization’s overall responsibility and requires due diligence to ensure its operations are effective. Management is the “keeper” and “inventor” of internal controls and must take ownership.
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
-
Online
2.00 Credits
Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another - but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer, and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.
Surgent's Going Concern Accounting and Reporting Considerations
-
Online
2.00 Credits
This course will review the relevant considerations related to going concern, including assessing when substantial doubt concerning an entity's ability to continue as a going concern exists, management mitigation efforts, and required disclosures both when management, and the accountant, feel such efforts will be effective in mitigating the risk, as well as when they do not. Lastly, we'll consider the accountant's reporting responsibilities under various scopes of services in various scenarios and how to audit this often-contentious topic.
Surgent's Understanding Partnership Taxation: Debt Allocations
-
Online
2.00 Credits
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type of debt it is and the type of partner we are talking about. Furthermore, 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this course, we will tackle the concept of debt allocations - how you do it, what it means, and why you do it.This course qualifies for IRS credit.
The Bookkeeper Goes to Prison
-
Online
2.00 Credits
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed. Listen and learn from Brenda's experience. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Office 365 Teams App - Optimizing Your Setup & Configuration
-
Online
4.00 Credits
If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course takes you on a tour of the important setup and configuration settings you need to be familiar with to ensure the best Teams experience for your organization. Whether you are already using Teams, in the process of deploying it, or are contemplating whether or not to bring it into your organization, this course will prove to be invaluable. The information shared in this course is sure to help you avoid costly mistakes in your Teams app deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2023 Excel Best Practices
-
Online
8.00 Credits
As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.
Internal Control - Testing for Operating Effectiveness
-
Online
2.00 Credits
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
-
Online
2.00 Credits
The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.