CPE Catalog & Member Events
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Topic 842: FASB's Lease Accounting Standard Update
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Webinar
2.00 Credits
Member Price: $89
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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Webinar
2.00 Credits
Member Price: $89
Risk Management Governance Risk Assessment
Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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Webinar
3.50 Credits
Member Price: $129
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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Webinar
4.00 Credits
Member Price: $175
• AICPA Code of Professional Conduct• Threats to compliance with Code of Ethics• Updated Statement of Standards for Taxpayer Services (SSTS)• Ethical challenges in selecting appropriate GAAP alternatives
Comprehensive Passive Activity Losses (PAL) 26-27
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Webinar
8.00 Credits
Member Price: $329
• Overview of the four loss limitation rules and how the PAL rules interact with the other limitations• Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation• Impact of PAL rules on real estate ownership• Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules• Discuss how the PAL rules impact tax credits• Discuss tax elections and planning techniques associated with PALs
Top 10 Things to Know About Estate Taxation & Planning 26-27
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Webinar
8.00 Credits
Member Price: $329
• The Numbers: Exemptions, exclusions and discounts• Portability and step-up in basis• Asset valuation• Deductions: Marital, charitable, transmission and administration• Retirement plan assets, annuities and life insurance• Trust funding and administration
The Bookkeeper Goes to Prison
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Two Types of Goals You Need to Be Successful
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Webinar
1.00 Credits
Member Price: $39
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
Corporate Finance Technology Selection: Practical Frameworks
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Investment Scam Losses: How to Get Deductions
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Webinar
1.00 Credits
Member Price: $39
Categorization of various scams The keys to deductibility Review of the client's required actions to allow deductibility Disclosures and forms reporting required for deductibility “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary situations
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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Webinar
1.00 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
Digging Deep with Excel Pivot Tables
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Webinar
1.00 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
AI In Audit and Financial Reporting
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Webinar
1.50 Credits
Member Price: $39
Artificial Intelligence Audit Financial Reporting
Revenue Recognition - Allocate the Transaction Price
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Webinar
1.50 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
IFRS Update
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Webinar
2.00 Credits
Member Price: $89
Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as: o Costs charged to PP&E in the "testing&" phase o Calculating onerous contract costs o Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o Classification of liabilities as current o Defining accounting estimates
Excelling at Excel: Tips, Tricks and Updates
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Webinar
2.00 Credits
Member Price: $89
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
Ethics Based Leadership for Women
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
Introduction to Governmental Accounting
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Webinar
2.00 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
The Many Faces of Fraud
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Webinar
2.00 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition