CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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Online
1.00 Credits
We encounter pressure from many varied sources every day. We will focus on one of the more overlooked areas where fraud can be found. Employees respond to pressure, and sometime the pressure leads to unethical actions. Where should you look and what should you look for? Risk assessment is not something ‘nice to do’, but it is required for internal audits, external audits, and every leader. If you are in a leadership position, learn where to look?
Financial Acumen for the HR Professional
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Online
1.20 Credits
Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance and Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results and implications for the business.
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Why do for profit organizations exist??? To make money!!!!! What a great concept. But if the organization does not have the proper collections and credit procedures in place, they may not be able to access that money. Hence the importance of the credit and collection process.Credit and collections are critical areas for the financial statement controllers. Customer credit is a form of payment that allows small business customers to purchase a product or service before paying for it in full. The process works similarly to the way a credit card does - you procure something and pay it back later. Collections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay within the terms specified, the amount of the bill becomes past due and is sometimes submitted to a collection agency. The sales and collection process includes business activities related to selling products and services, maintaining customer records, billing customers, and recording payments from customers. It also includes activities necessary to manage accounts receivable, such as aging accounts and authorizing credit. This course delves into the topics that impact the sales, credit and collections process for management. We discuss strategic steps management can take to ensure their processes are efficient and that they are able to actually collect their revenue.
The Motives and Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. 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?
DEI From the Inside Out: Part 2
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Online
3.00 Credits
In this session, we will underscore the significance of adopting a growth mindset, as conceptualized by Dr. Carol Dweck, as a cornerstone for achieving success in Diversity, Equity, and Inclusion (DEI) initiatives. A common stumbling block in DEI efforts is the resistance to altering mindsets concerning the goals and objectives of DEI. Through interactive discussions, we will concentrate on dispelling fixed mindsets and cultivating an outlook of continuous growth in the realm of DEI. Achieving success in Diversity, Equity, and Inclusion (DEI) requires a blend of motivation, synergy, and energy. This session aims to dissect the often-overlooked role of motivation in the DEI landscape, demonstrating how it serves as a catalyst for individuals and leaders to surmount obstacles and attain success. Our model disrupts the conventional discourse by placing motivation at the forefront of DEI considerations, emphasizing the importance of understanding the underlying purpose as the true north. The ultimate aim of Diversity, Equity, and Inclusion (DEI) is cultural integration. In the context of our 3M framework, the final "Memorization" component is strategically designed to imprint the necessity of prioritizing DEI and seamlessly weaving it into the organizational culture. This element is pivotal in fortifying our DEI endeavors.
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.
The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1
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Online
1.20 Credits
The world of work today has never before faced so many simultaneous changes. From rising turnover and rising employee disengagement to the changing psychology of the workforce, the world of work is changing fast. In order to understand how to thrive in this complex landscape - we must begin by understanding the key drivers of change. What is changing in the world of work, why are these changes happening, and what can we expect will continue to change and what may not change. These are the elements we will explore in this class.
Cryptocurrencies for the CFO: Explaining Blockchain
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Online
2.00 Credits
What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
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.
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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Online
1.20 Credits
Most of the models of work that we use today were not built for the pace of change and the dynamism of work today. In this course, you will learn how so many models we use at work are fundamentally broken and no longer useful. Models that rely on people staying a long time in a firm are no longer helpful in a reality where employees are staying for increasingly shorter periods with their employers. This course will reveal how so much of the architecture of work was not built with short tenure in mind: career paths, compensation, and retention objectives.
How to Double Your Firm's Revenue Through CFO and Advisory
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Online
1.00 Credits
In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space. Does this sound familiar? If so, this webinar is for you. This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Moving Beyond the Basics of Excel
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Online
2.00 Credits
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information.
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
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Online
2.00 Credits
As popular as the VLOOKUP function is, it has limitations. This session walks through the limitations and suggests how to improve the VLOOKUP function. We then discuss how to move beyond VLOOKUP altogether. We spend some time trapping errors with the IFERROR function, which was first rolled out with Excel 2007. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the webcast, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.
Individual Tax Update: Recent Developments
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Online
2.00 Credits
A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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 Charting And Visualizations
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Online
4.00 Credits
Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills. This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power BI - Advanced Data Analytics with Power Pivot
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Online
8.00 Credits
This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data such as: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other Power BI Tools including: Power Query (Get & Transform), Power BI Desktop and Power BI Services (PowerBI.com). NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
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Online
8.00 Credits
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.This course qualifies for IRS credit.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Online
8.00 Credits
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.