CPE Catalog
Chronological events are listed below the Featured events.
We are pleased to offer live CPE seminars throughout the year. These are virtual presentations with a live instructor allowing for live interaction. These seminars are listed in the Seminars tab below.
Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Online
2.00 Credits
Member Price: $99
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.
Today's Entrepreneur: Hiring and Recruiting With a Limited Budget
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Online
2.00 Credits
Member Price: $119
Recruiting talent in today's ultra-competitive market is extremely tough. Just simply out paying your competition usually isn't an option. For this reason, we have to be more strategic in how we recruit and maintain talent. We need to know what attracts talent and what doesn't. We need to know where our competitive advantages are. In this course, using surveys and academic research, we will examine what attributes of companies employees care about most. We will also look at what attracts employees to a company and what causes them to leave. Finally, we will see how your ethics and culture may be used to differentiate your company to applicants and the outside world.
Agentic AI Foundations for Finance and Accounting
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Online
2.00 Credits
Member Price: $119
This course introduces accounting, auditing, and finance professionals to the emerging field of agentic AI: autonomous, goal-driven systems capable of planning, acting, and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI, and how these agents are being deployed in finance and accounting. The course emphasizes foundational concepts such as the Perceive-Reason-Act-Learn (PRAL) loop and ethical decision-making frameworks. To ground abstract ideas in practice, participants will experience a brief agent simulation using basic ChatGPT, showcasing how natural language prompts can emulate agentic behavior, such as goal setting, clarification loops, and structured task execution. The course also highlights real-world agent platforms (e.g., Microsoft Copilot, IBM watsonx, and UiPath) to provide context on enterprise adoption trends and discusses emerging global regulations such as the EU AI Act and the U.S. Executive Order on Safe AI.
The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals
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Online
2.00 Credits
Member Price: $99
Independence remains a cornerstone of the profession for auditors and attestation and assurance professionals. This update course serves as the one-stop shop for all things independence, from the foundation of ethics and our job to serve the public interest to the AICPA's Independence Rule (1.200.001) and related interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC). We also cover recent updates to the Code and provide clear guidance so audit and assurance professionals and their teams can avoid threats to their independence and safeguard their reputations. This course delivers practical and clear guidance for understanding, evaluating, and documenting independence in both appearance and fact. Participants will explore the risk-based conceptual approach to independence, apply current ethical guidance, and learn how to navigate complex professional relationships and service situations.
Audits of 401(k) Plans: New Developments and Critical Issues
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Online
8.00 Credits
Member Price: $299
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. 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 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.
Project Management: Tips, Tricks, and Traps
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Online
4.00 Credits
Member Price: $159
Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier.
Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
Introduction to Charitable Gifting for Individual Taxpayers
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Online
2.00 Credits
Member Price: $119
This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax
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Online
2.00 Credits
Member Price: $119
Corporate taxation can be complex but understanding it is essential for practitioners who advise business clients. This course provides a focused, practical review of three key areas that frequently arise in corporate tax planning and compliance: corporate tax credits, stock redemptions and dispositions, and the corporate alternative minimum tax (CAMT). In this course, we will examine the major corporate tax credits available under current law — including the general business credit and its components, the Work Opportunity Tax Credit, the small employer health insurance credit, and credits related to green energy and clean vehicles. We will also walk through the rules governing stock redemptions under IRC Section 302, including the requirements for substantially disproportionate redemptions, the treatment of redemptions as dividends versus capital transactions, and the federal excise tax on corporate stock buybacks under Section 4501. Finally, we will address the corporate alternative minimum tax and practical planning considerations. Through discussion and easy-to-follow examples, you will leave better equipped to advise corporate clients on these important areas of the tax law.
Coaching Skills for Managers and Supervisors
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Online
4.00 Credits
Member Price: $159
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Government and Nonprofit Frauds and Controls to Stop Them
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Online
4.00 Credits
Member Price: $159
The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional, you'll gain actionable strategies to strengthen oversight, reduce vulnerabilities, and safeguard your organization.
Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
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Online
2.00 Credits
Member Price: $119
This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts, simulating agent autonomy using flipped interaction patterns, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical, scenario-based exercises using tools they already have.
Seeing Beyond the Numbers: Financial Statement Analysis for CFOs and Controllers
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Online
2.00 Credits
Member Price: $119
Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization's financial standing. However, the interpretation of financial statements can vary widely depending on the user's perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company's financial performance.
Lessons Learned from Successful Companies
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Online
2.00 Credits
Member Price: $99
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms.
Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams
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Online
2.00 Credits
Member Price: $99
Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental toughness, competence, and confidence. A confident accounting or finance person makes better decisions and thinks in deliberate ways to meet adversity and pressure. Resilience is the ability to exercise tenacity, bounce back from tough times, or even triumph in the face of adversity. Today's accounting professionals will experience challenges but are able to reframe then as learning opportunities. Resilient accounting and finance professionals push their limits, learn from their mistakes, and are able to transform an organization and themselves.
Tax Update for Retirement Planners and Investment Advisors
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Online
2.00 Credits
Member Price: $119
The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.
The Americans with Disabilities Act and the Family and Medical Leave Act
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Online
2.00 Credits
Member Price: $99
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.
Tax Policy Hour With Ken Kies
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Online
1.00 Credits
Member Price: $79
This program features renowned tax attorney Ken Kies, who has extensive experience in both government and private practice. Drawing on firsthand experience working with the U.S. Treasury Department and as Acting Chief Counsel of the IRS, plus his years advising clients and practitioners in private practice, he provides a unique perspective on how tax legislation, Treasury regulations, IRS guidance, and tax policy translate into practical planning opportunities. Ken's program examines significant current tax developments and their implications for individuals, businesses, and their advisors. Particular attention will be given to emerging tax policy, recent legislative changes, IRS and Treasury guidance, and planning strategies that practitioners should consider in advising clients. Rather than simply reviewing the law, the program focuses on what the changes mean in practice, including how tax professionals can identify opportunities, anticipate potential developments, and incorporate new rules into their tax planning and compliance practices. Participants will benefit from the speaker's insider perspective on the development and administration of federal tax policy, combined with practical insights gained from representing taxpayers and advising businesses. This program provides an experienced insider's perspective on why the tax rules look the way they do, how Treasury and the IRS are likely to interpret them, and what practitioners should be doing about them now.
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide
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Online
2.00 Credits
Member Price: $99
Many clients use trusts as part of lifetime planning, and most estates generate income during administration. These entities follow income tax rules that differ in important ways from individual taxpayers, particularly in how income, deductions, and distributions are reported. Understanding these distinctions allows practitioners to prepare accurate fiduciary returns and to advise clients on the tax impact of administration and distribution decisions. This course introduces the structure of the fiduciary income tax return and the concepts that drive how income is taxed to the entity or passed through to beneficiaries.
Autonomous Agents in Audit and Assurance
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Online
2.00 Credits
Member Price: $119
This course explores how autonomous agents are transforming internal and external audit functions. Agentic AI is redefining how auditors perform risk assessments, gather evidence, test controls, and issue reports. Participants will examine real-world examples, including audit bots from Big Four firms, and consider the impact on assurance quality, auditor judgment, and documentation standards. Key frameworks from the PCAOB, ISA, and AICPA will be discussed, along with governance strategies to ensure audit agents operate reliably, securely, and ethically. This redefines the CPA's role in ensuring the integrity and reliability of audit evidence when leveraging AI agents, impacting audit quality and professional skepticism.