CPE Catalog
Audit Quality Update
Available Until
Online
2.00 Credits
Member Price: $89
2017-2020 peer review results Common sources of peer review deficiencies AICPA Peer Review Program areas of focus for peer reviews
Audits of 401(k) Plans: New Developments and Critical Issues
Available Until
Online
8.00 Credits
Member Price: $199
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Available Until
Online
4.00 Credits
Member Price: $129
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Available Until
Online
4.00 Credits
Member Price: $79
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
Available Until
Online
2.00 Credits
Member Price: $89
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Bankruptcy Basics: Understanding the Consumer Bankruptcy Process
Available Until
Online
1.00 Credits
Member Price: $49
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Bankruptcy trustees Special rights afforded to secured creditors
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
Available Until
Online
2.00 Credits
Member Price: $89
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Basic Estate Administration for CPAs and FAs
Available Until
Online
2.00 Credits
Member Price: $89
Legal principles and definitions Trust accounting issues Working closely with legal counsel proactively in the best interest of the client Property law concepts Complex community property issues Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495 Executor checklist The basics of filing a Form 1041 for an estate or non-grantor trust Filing a final Form 709 The basics of filing Form 706 Understanding 706 elections Understanding Estate Valuations, including GST and portability Special considerations for IRAs and ERISA plans When to make Section 454 elections When to make Section 754 elections Understanding the fine points of basis S corp issues Partnership and LLC considerations Passive loss carryforwards and estates Fiscal year elections 65-day election for trusts and estates Tax aspects of pecuniary and specific bequests
Become a Data Analysis Expert
Available Until
Online
2.00 Credits
Member Price: $109
An introduction to the data analysis process flow and how it is your pathway to becoming a data analysis expert A comprehensive discussion of building a data model and calculating metrics How visualizations can present data in a more insightful and impactful manner
Best Practices in Not-for-Profit Accounting and Reporting
Available Until
Online
4.00 Credits
Member Price: $129
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Best Practices in Not-for-Profit Accounting and Reporting
Available Until
Online
4.00 Credits
Member Price: $79
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Build a Data Model for Analysis in Power BI
Available Until
Online
4.00 Credits
Member Price: $149
The core concepts of data modeling in Power BI, including integration of various data sources Techniques to establish and manage relationships between different data sets Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures When to use calculated columns and when to opt for measures The difference between and appropriate applications of explicit and implicit measures in data analysis Creating and utilizing hierarchies to enhance data analysis and reporting Practical skills in using pivot tables within Power BI to validate and refine measures
Build Professional Relationships to Enhance Your Career-Authentic Networking
Available Until
Online
1.00 Credits
Member Price: $49
The psychology of perception Preparation checklist for networking Presenting your best self Perception management Preparing oneself for networking Setting expectations and limits Seamless self-introductions How to introduce others Overcoming anxiety How to start conversations Situational questions The art of conversation flow Listening skills Topics to avoid Graceful exits Body language Navigating large events/conferences One-on-one meetings Cocktail party etiquette Remembering names Strategies for introverts Follow up recommendations How to maintain and sustain relationships long term
Business Combinations - U.S. GAAP vs. IFRS
Available Until
Online
1.00 Credits
Member Price: $29
Determining the acquisition date Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree Acquisition of contingencies Noncontrolling interests Recognizing and measuring goodwill or gain from a bargain purchase Measurement period adjustments
Business Development for Accounting and Other Professionals
Available Until
Online
1.00 Credits
Member Price: $49
Marketing plans and how they provide direction and strategy for business growth Fundamentals of an effective website The growing importance of social media Strategies for obtaining and cultivating referral sources The benefits and challenges of networking organizations Creating a niche in saturated industries Using online publishing to meet your growth objectives
Business Development: Referral Rally
Available Until
Online
1.00 Credits
Member Price: $49
Networking organizations Obtaining referral sources
Business Development: Time Management
Available Until
Online
1.00 Credits
Member Price: $49
Managing interruptions The role of to-do lists Creating an effective time management plan Staying on track of your time management plan Blocking out time
Business Law Essentials for Practitioners and Controllers
Available Until
Online
8.00 Credits
Member Price: $199
Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger Basics
Business Law Essentials for Practitioners and Controllers
Available Until
Online
8.00 Credits
Member Price: $159
Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics
Business Law for Small Business Owners
Available Until
Online
4.00 Credits
Member Price: $129
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law