CPE + Events Catalog
What's Going on at the AICPA (2025) (3 hours)
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Online
3.0 Credits
Member Price: $99
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The AICPA is buzzing with activity in 2025, and this course will ensure you stay ahead of the curve. We'll begin by exploring the new quality management standards which will be effect this year and their impact on practice management. From there, we'll dive into the latest ethics standards, recent SSARS updates, and changes to the Peer Review Program driven by quality management requirements. To round out the session, we'll examine common deficiencies in employee benefit plan (EBP) audits and highlight the initiatives of the National Pipeline Advisory Group to address the talent pipeline challenge. Don't miss this comprehensive overview of what's happening at the AICPA!
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Fraud?How to Find, How to Prevent 25-26 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Participants will review how to maintain a heightened awareness of fraud with clients and gain a better understanding of how to detect fraud. This interactive workshop, designed for practitioners in small and medium-sized CPA firms, will include a lecture with generous time for questions and case studies to reinforce the concepts.
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Small Business Risk Avoidance (4 hours) [NT]
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Online
4.0 Credits
Member Price: $129
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Recruit. Retain. Engage. Mastering LinkedIn for HR Success (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Money Laundering 101 for CPAs (4 hours)
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Online
4.0 Credits
Member Price: $149
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CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Addressing Common Documentation Deficiencies (2 hours)
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Online
2.0 Credits
Member Price: $79
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The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality, and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices and uphold the highest standards of the profession.
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FASB Update and Review (2 hours)
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Online
2.0 Credits
Member Price: $79
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Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements and revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda.
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Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs (2 hours)
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Online
2.0 Credits
Member Price: $79
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The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research, and practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers, and change agents - leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.
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Communicate Financial Concepts to Non-Accountants (2 hours)
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Online
2.0 Credits
Member Price: $79
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Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.
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Individual Tax Update: Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
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A discussion of the latest 2024/25 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.
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Surgent's The Art of Delegation: Strategies for Improving Your Skills (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.
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Taking Advantage of Array Formulas in Excel (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ACPEN Signature 2025-2026: Business Fraud Update and Managing the Risk of Fraud
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Online
8.0 Credits
Member Price: $250
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Fraud has not been conquered. Although most organizations like to think, “it can’t happen to us,” the fact of the matter is that fraud can happen to any organization and its impact can be catastrophic. Accountability professionals are the first line of defense against fraud. When fraud happens, management always turns to the accountability professional and either says (a) “this must be your fault,” or (b) “you were right; you warned us; help us make sure this cannot happen again.” Consequently, accountants, internal auditors, external auditors, fraud examiners, and risk management professionals need to develop the skills needed to prevent, detect, and deter fraud and need to be proactive in promoting and effecting organizational change. According to the Association of Certified Fraud Examiners’ (ACFE) 2024 Report to the Nations: The median loss per fraud case is $145,000; the average loss per fraud case is $1.7 million. 43% of frauds are discovered by tips, usually from employees. Asset misappropriation schemes are the most common (89%) but least costly ($120,000 median loss). Financial statement fraud schemes are the least common (5%) but most costly ($766,000 median loss). Corruption is the most common scheme in all global regions. Median losses for frauds by owners/executives ($459,000) were more than 7X GREATER than those carried out by employees ($60,000). 84% of fraudsters exhibited at least one behavioral red flag. Organizations that have implemented anti-fraud measures suffer significantly lower losses and find fraud much more quickly. These conclusions are alarming and should be a wake-up call for all business and government professionals. The impact of fraud is always devastating and can be catastrophic. The 2025 Business Fraud Update is another fast-moving seminar that will provide a comprehensive look at the latest developments about fraud from the technical, legal, and operational perspectives and update participants on the most recent legal and regulatory developments in this important area of professional responsibility. In addition, our panel of legal, accountability, and forensic experts will explain key steps and methods in conducting a successful fraud investigation: Establishing predicate for an investigation Gathering and preserving evidence Conducting interviews and obtaining confessions When to involve law enforcement professionals and regulators The CPA's Role Preparing an expert report Providing expert testimony Implementing corrective action plans
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Internal Control - Testing for Operating Effectiveness (2 hours)
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Online
2.0 Credits
Member Price: $89
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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.
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Installment sales: Maximize Tax Benefits and Stay Compliant (1 hour)
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Online
1.0 Credits
Member Price: $55
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This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethics of AI: A CPA's Guide (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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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.
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Surgent's Guide to the AICPA Quality Management Standards (2 hours)
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Online
2.0 Credits
Member Price: $99
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With only a few months to go before the AICPA's Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved. The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.
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Surgent's Construction Contractors: Accounting and Financial Reporting Issues (4 hours)
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Online
4.0 Credits
Member Price: $159
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Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting are so complex and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit.
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How to Audit Inventory (2 hours)
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Online
2.0 Credits
Member Price: $89
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Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Better Business Writing: Improve Your Speed and Quality (2 hours) [NT]
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Online
2.0 Credits
Member Price: $79
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Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message.
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