CPE + Events Catalog

Want to level up your advisory or fractional CFO services - Start with what clients care about most: cash flow. This session shows you how to turn cash flow management into a high-impact, high-value offering, while clarifying where your practice fits best across consulting, advisory, and implementation. You'll learn how to spot your ideal clients, leverage cloud-based tools for smarter insights and stronger communication, and price your services for both value and sustainability. It's practical, strategic, and designed to help you scale your impact. You'll learn how to: Make cash flow management a core part of your value prop Choose the right service model for your firm Use modern tools to deliver insights clients actually use Package, price, and position your services for growth Ideal for advisors ready to deepen client relationships and drive smarter business decisions. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.

Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services to your practice makes sense. This course examines the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline. The webcast was originally broadcast on June 30, 2016. Note: There is a minimum passing rate of 70% for this course.

Accountants and other business professionals who work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. In this course, we'll highlight many of the powerful tools found in Excel and provide details on how they are beneficial and used. Topics include data connectivity, advanced functions available for formula creation, Tables and PivotTables, and charting tools. Many proficient Excel users only utilize a limited percentage of the available functionality when they work with spreadsheets, which is like tying one's hands behind his back. This session will help make participants "two-fisted" Excel users!

This advanced-level course equips financial and forensic experts with the sophisticated strategies and ethical frameworks necessary to deliver compelling and credible deposition testimony in litigation. Taught by Brian Peter Brinig, JD, CPA/ABV, ASA, a nationally recognized expert witness and educator, the course focuses on the pivotal role of expert testimony in the discovery process and how experts can protect their credibility and professionalism under intense scrutiny. You'll explore the dual landscape of legal expectations and professional standards, including key guidance from the AICPA Code of Professional Conduct. Through real-world examples, tactical guidance, and behavioral strategies, learners will understand how to manage deposition settings confidently, communicate effectively with attorneys, and avoid common pitfalls that can undermine testimony. Topics include the distinction between the expert's role and the lawyer's role, pre-deposition preparation, advanced communication techniques, handling difficult questions, and maintaining objectivity. This course is ideal for CPAs, forensic accountants, valuation professionals, and other financial experts who may serve as expert witnesses in legal proceedings. Prerequisite Course: Expert Deposition Testimony 101

This advanced course equips CPAs and financial experts with the skills necessary to excel as expert witnesses in trial settings. Building on foundational testimony principles, you'll learn advanced preparation techniques, strategies for delivering persuasive direct examination, and methods for withstanding the challenges of cross-examination. The program emphasizes courtroom demeanor, communication tactics, tactical defenses, and adherence to professional standards, ensuring that expert testimony is credible, defensible, and impactful.

This 2-hour mini course focuses on key leadership skills and situations commonly faced by managers. Participants will be encouraged to reflect on and challenge their current beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - emphasizes prioritizing staff coaching and development in a post-pandemic work environment, including delegation for growth, delivering effective feedback, and managing virtual employees. Building Leadership Communication Skills - explores strategies to influence and lead others through effective communication in both one-on-one and group settings.

In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: - The fundamental principles of Mindfulness - An 8-minute Mindfulness Practice to be done daily - Creative and fun ways to apply Mindfulness to work activities - Effective overall strategies to bring creativity, balance, and energy to daily activities.

Implications for the profession For CPAs and finance professionals, sustainability has quickly become a significant topic with profound impacts on the profession. Acknowledging the importance of sustainability issues in today's business environment is the first step toward adapting to the changes brought about by the increasing demand from stakeholders for sustainability information from businesses. Foundations of sustainability issues You'll delve into sustainability issues and opportunities to develop a high-level understanding of the key topics, including: The three pillars of sustainability Key bodies that have created appropriate reporting standards, guidelines, frameworks, and requirements Recent developments in the sustainability reporting landscape Showcasing your new knowledge Upon completing the course, you'll receive a certificate and digital badge to demonstrate your new expertise in this evolving field. This certification program is provided through our partnership with the AICPA.

Finance professionals are ready to embrace the AI revolution, and this course is key to success in this endeavor. Join experts Dr. Mfon Akpan and Dr. Scott Dell as they reveal how cutting-edge AI tools like ChatGPT and multimodal models can automate workflows, boost decision-making, and unlock unmatched efficiencies in accounting. Learn to master the art of effective prompting, seamlessly integrate AI into your processes, and navigate critical ethical considerations like data biases and privacy. Stay ahead of the competition, harness the power of AI, and transform your role with innovation-driven strategies for the future!

Internal auditors play a critical role in ensuring ethical, compliant AI adoption by promoting strong governance, clear accountability, and lifecycle monitoring. Nick Ajmera, internal audit leader at an electrical utility, outlines board-level oversight, cross-functional committees, and unified policies aligned to frameworks like ISO/IEC 42001 and NIST. He highlights key risks'bias, drift, privacy, and explainability'and recommends KPIs, vendor controls, and monitoring tools to sustain effective AI governance.

Analytical procedures evaluate financial information through the examination of plausible relationships among both financial and non-financial data. They also encompass such investigation, when necessary, of the identified fluctuations or relationships that are inconsistent with other relevant information or that differ from expected values by a significant amount.

Organizational support for alternative work arrangements (AWAs) is essential for the effective implementation of AWAs in public accounting, yet studies consistently suggest that such organizational support is lacking. Despite mass adoption of telecommuting (one type of AWA) during the COVID-19 pandemic, recent evidence suggests that firms vary greatly in the extent to which they plan to support telecommuting in the post-pandemic environment. Using a sample of 133 public accounting professionals, we explore whether several factors under the organization's control influence perceived organizational support for telecommuting and whether such support is linked with perceived career penalties from telecommuting usage and turnover intentions. Findings indicate that supervisor support for personal/family needs and procedural justice regarding telecommuting requirements are positively associated with perceptions of organizational support for telecommuting. Greater perceived organizational support for telecommuting is associated with both lower perceived career penalties from telecommuting usage and lower turnover intentions.

Embark on an exciting journey to explore the captivating frontiers of intelligent technologies like RPA, AI, Machine Learning, and Chat GPT. Witness the magic of process modernization, unveiling operational efficiency like never before. Brace yourself for a delightful tour of real-world examples, perks, ethical considerations, key features, seamless integration, and emerging trends that will inspire you to revolutionize your organization with a smile. This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 25, 2024.

It can be challenging to ensure that your clients' have fully leveraged their fixed assets. Cost segregation is the beginning of a comprehensive tax plan and is key to maximizing tax benefits. To maximize tax savings on commercial real estate, cost segregation can be used thoughtfully in combination with multiple other strategies. By employing incentives like bonus depreciation, expensing under Tangible Property Regulations, Section 179 expensing, and more, CPAs can ensure that their clients have fully optimized their real estate tax efficiency.

Business strategy comes from internal and external forces. A formal and planned strategy approach implies that, during the analysis and evaluation of strategic options, every possible strategic option is considered. For some organizations, this is not practical, and various alternative approaches are practiced. In this course, you will learn how to set a formal strategic process as opposed to having an informal (or freewheeling) plan.

ASC 842 reshaped lease accounting'but technical compliance alone is not enough. In this course, Bill Harter brings lease accounting into practical focus, exploring how to identify a lease, measure right-of-use assets and liabilities, and navigate remeasurements, modifications, and classification changes. Participants will also examine common implementation pitfalls and process breakdowns, gaining actionable insights to strengthen controls, improve cross-functional coordination, and maintain precision in real-world lease accounting.

Be an Audit Hero: Solve Fraud with Red Flag Mania's Challenge! Calling all lifelong learners and audit enthusiasts! Red Flag Mania's Audit Challenge is your chance to step into the shoes of a real-world auditor and put your skills to the test in a thrilling, self-study program. This interactive experience throws you headfirst into a realistic fraud case. Become a detective of internal controls as you: Hunt down the culprit: Utilize your investigative techniques to identify the perpetrator behind the fraud. Test internal controls: Assess the effectiveness of a company's safeguards and pinpoint weaknesses that allowed the fraud to occur. Upskill yourself: This self-study program turns you into an auditor, cracking a real-world fraud case. Hunt the culprit, test controls, and build trust. Game-based learning sharpens your audit & investigative skills. Enroll now! This course is produced by Red Flag Mania. Want the full experience - Purchase the When We Prey Bundle !

This study examines how a paradigm shift from traditional to digital audits could affect the audit expectation gap. It uncovers possible new areas of the expectation gap and threats and challenges resulting from this paradigm shift. The findings suggest that audit digitalization will result in the profession transitioning from the defensive approach of educating users on auditors - duties to a constructive approach of using digital tools to perform some of the duties that users expect of auditors. Digital technologies have the potential to enhance internal controls and facilitate fraud prevention and detection, thus narrowing the expectation gap with these critical issues. The potential benefits of switching to the constructive approach include lower costs for audit firms, enhanced audit quality, and improved client perceptions of auditors.

The three-statement financial model forms the foundation on which many other models and analyses are built, and constructing a three-statement model is a critical skill for many roles in accounting and finance. In this course, we will cover the most common errors and issues that cause a three-statement model to be out of balance. We'll show how to correctly find and fix these issues using error-checking best practices. We'll also build some common error checks that can be used to quickly diagnose issues.

Toby Groves, founder of Cognificent Learning, explores how cognitive psychology shapes judgment and decision-making in auditing and other high-stakes professions. Drawing on his background as a CPA and psychologist, he explains how stress, bias, situational awareness, and overreliance on technology'including AI'affect audit quality and ethical outcomes. Groves emphasizes operational definitions, metacognition, and deeper engagement with information to strengthen professional judgment under pressure.