CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Strategic Foresight
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Online
1.00 Credits
In this FutureReady course, Tom Hood explains how Strategic Foresight is crucial to preparing your organization for a future of exponential change. First, he defines Strategic Foresight and shares different ways of applying it. Then, he demonstrates how to prepare for a future that you can't yet see. And finally, Tom covers different types of innovation and how to apply them to your career and organization.
Benefits and Best Practices for Telework
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Online
2.00 Credits
Prior to the COVID-19 pandemic, telework in state and local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work and are reevaluating hiring practices to offer more telework and hybrid work options, not simply as a result of an emergency. This course will review various telework options and best practices for success.
Ethics in Today's World and Practical Application Tips
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Online
2.00 Credits
The topic of ethics has seemed to permeate every aspect of today’s business including occupying a significant spot in today’s business, educational and professional curriculum. Yet with all the discussion and awareness on the topic, why is it that significant ethical dilemmas and incidents continue to impact our daily lives? The concept of ethics is based in moral philosophy. In part, that is why it is such a difficult issue to “manage”. We often get caught between our independent moral ethical duty, the legal or compliance viewpoint of an issue and management concerns around reputation and ramifications. This course is dedicated to examining a time-line of historical ethical issues that have plagued the business world, evaluating the moral and perceived concepts around ethics, and taking a practical look at how moral and ethical concepts impact the creation of an ethical culture.
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession. Over half of the engagements reviewed by the AICPA did not meet the requirements of AU-C 230. This course will look at common misconceptions related to audit documentation and help attendees address these deficiencies with efficient and effective best practices.
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Maximizing Analytic Procedure Evidence - Adding Value Through Useful Financial Statement Analysis will enhance an ability to read and interpret financial information as a critical audit skill. Financial statement auditors need to be able to analyze financial results to not only enhance audit quality, but to also improve client service through being a better business advisor. 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 analyzing and interpreting financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Better Forecasts: Be a Better Predictor
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Online
2.00 Credits
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to predict events that will affect our business.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience.
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Online
2.00 Credits
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Online
3.00 Credits
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know so as to be able to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.This course qualifies for IRS credit.
Google Sheets for Accountants
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Online
2.00 Credits
This course provides a concise overview of Google Sheets, a cloud-based spreadsheet application by Google. Similar to Excel, the tool allows users to enter numbers, apply formulas, prepare graphs, create charts, use pivot tables and more. While Excel is the default tool and industry standard for most accountants, Sheets has many underrated capabilities which are clearly superior to Excel. These include online collaboration, team communications, mobility, version control, revision history, cloud storage, translation, Google integration, and scores of third-party add-ons. You'll walk away knowing how to use a whole new array of spreadsheet features not found in Excel that can boost your analytical powers and accelerate your financial workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.20 Credits
Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself consistently taking care of everyone else with no time left to take care of you? In this session, we dive into controlling your chaos and managing your energy. Make no mistake, this isn't your father's time management class. It’s an energy management class developed on behalf of and with tired, frustrated, and burned out HR professionals like yourselves! If you find yourself drained and drinking far too much coffee, this is the session for you!
The Choice of Entity Decision: What is Best for Your Client
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Online
2.00 Credits
This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and disconnected from the organization's strategy and risk management processes. You can resolve these deficiencies using capacity-sensitive driver-based projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The driver-based budgets can be periodically refreshed to create rolling financial forecasts extending well beyond the fiscal year end. Learn how managerial accounting can become managerial economics.
2023 Taking a Global View of Professional Ethics
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Online
2.00 Credits
Just as there is some convergence of U.S. accounting standards (GAAP) with international standards (IFRS), a convergence of U.S. professional ethics standards (AICPA Code of Professional Conduct) with the international Code of Ethics for Professional Accountants is continuing to emerge. This workshop compares these two sets of ethics standards, emphasizing both the theoretical aspects and practical implications for today's accounting professionals.
Planning in an Uncertain World
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Online
2.00 Credits
We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections.
2024 Accounting & Attestation for ESG
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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.
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
Combating Internal Fraud
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Online
2.00 Credits
Fraud in the workplace is not new, however, statistics show that the number of instances of internally actuated fraud schemes is increasing. Additionally, because of all the changes that have come about due to recent upheaval, fraud risk is at an all-time high. This session starts by reviewing the many reasons that fraud occurs; it then looks at ways to detect internal fraud and finally explores control measures that can help to reduce fraud risk. Those that take the class will learn just how invasive and damaging internal fraud can be. They will also know ways to detect and thwart fraudulent activity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive.
Ethical Considerations in Working with Cannabis
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Online
1.00 Credits
This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.