CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Governmental Accounting Conference - A Virtual Event
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Online
12.00 Credits
Join us at the forefront of financial governance and accountability at the Governmental Accounting Conference, where professionals and experts come together to explore the latest developments in governmental accounting and auditing. This event is designed to provide up-to-date insights and answer questions attendees may have. Key Tracks:-Governmental Track-Auditing Track Session topics include: GASB Update, FASB Update, Fraud, Auditing Standards, Emerging Issues in Government Accounting, and more! There is also an OPTIONAL ETHICS COURSE at the end of day two. You will be asked if you would like to add this on when you reach the checkout.
Governmental Accounting Conference- Ethical Decision Making in Accounting and Finance
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Online
2.00 Credits
This course will provide you with 2 hours of ethics. Check back soon for more information!
Employee Benefit Plans Conference - A Virtual Event
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Online
8.00 Credits
As an auditor, you need the most up-to-date information and tools to navigate your clients’ plan issues. At this specialized conference, hear the latest from the U.S.Department of Labor and other experts on current rules and regulations, and gain ideas for increasing the effectiveness and efficiency of your audits.
School Audit Conference - A Virtual Event
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Online
8.00 Credits
School districts have highly specialized needs, and whether you serve from the inside of a district or as an external auditor, it is essential that your knowledge be on the cutting-edge. This conference offers strategies to improve audit quality by offering practical tools and resources from state and local experts who know what’s going on in Missouri school districts. Featured topics include:• The Latest on GASB • Single Audit• And more!
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Online
1.00 Credits
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Next Steps Series - The Next Generation: A Different Take on the Generations
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Online
1.00 Credits
With rapidly shifting demographics, the very nature of the Human Capital we depend on is shifting. Most "Generational" discussions focus on the differences of discrete groups within our population, and the result can be somewhat divisive. This program has a different focus - a more inclusive look at the generations, with a focus on communication methods to bridge the gaps. With the overall size of the millennial cohort in the workforce, this presentation spends a majority of its time on communicating with Millennials.
Audit 401: Critical Traits of a Thinking Auditor
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Online
2.00 Credits
Critical Traits of a Thinking Auditor - Stretching Experienced Auditors Beyond the Basics will provide tips and best practices for stretching experienced auditor past the basics in each of the three pillars of success. Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaining clients through superior client service, and developing other professionals. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory and managerial auditors, while it is also appropriate for anyone who has responsibilities by finding creative audit solutions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Cybersecurity Fundamentals for CPAs
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Online
2.00 Credits
Modern technology solutions have enabled people to operate more effectively from home using cloud-based technologies and services. This course will cover cybersecurity best practices to help CPAs protect their data and devices while using internet-based cloud technologies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Auditing, Assurance and Ethics Update for Governments and Not-for-Profits
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Online
3.00 Credits
Stay on top of the new ASB standards and Ethics updates Recent auditing standards and ethics updates provide new guidance on how to prepare and audit governmental and not-for-profit financial statements. Review recent ASB standard and ethics updates in this all-new webcast. Join us to learn how to apply the new guidelines to avoid common audit deficiencies and ethics-related issues.
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.
Power BI - Go Beyond PivotTables with Power Pivot
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Online
4.00 Credits
* This course is #6 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * This course focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model, calculations, hierarchies and KPI's) and you will learn how you can use each of these features. Although, the majority of the time will be spent on building the data model and using calculations. You will learn how to add data to your data model either directly into Power Pivot or from Power Query. We will discuss the benefits of the data model relationships versus using the VLOOKUP function to access data in different tables. One of the strengths of Power Pivot is the formula language called DAX (Data Analysis eXpressions). We will introduce DAX so that you can use basic DAX formulas to build various calculations in the data model. You will learn the difference between calculated columns and measures as we build these various calculations into our data model. This session is presented using Excel 2019/Office365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Online
8.00 Credits
This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data
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Online
2.00 Credits
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and reinforces the status quo. Budgets are about the organization's story, not just the raw numbers!
The Science of Ethics with Dr. Toby Groves
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Online
1.00 Credits
This session delves into the fascinating neuroscience behind how our minds work when we face decisions with conflicting motivations or difficult dilemmas for which the best answer is not clear. Attendees will explore real-life dilemmas and learn effective cognitive processes to deal with those dilemmas as revealed by the latest research in neuroscience. The session draws on organizational psychology, cognitive science, psychobiology and even sports psychology to create an immersive experience and unveil the hidden ways our minds perceive and interpret problems. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Controller Series: Technology - Must Have Excel Competencies
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Online
1.00 Credits
Excel has long been included in the accountant's toolbox. Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a "must have" tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.
Top 10 Payroll Questions You Didn't Even Know You Had
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Online
1.00 Credits
Payroll is everywhere. It is one of the most common tasks an employer can perform and can be found embedded in nearly every facet of the business and individual tax realm. For many, it is something they encounter regularly, but without any knowledge of how it really works, so it remains a black box. Join us as we un-box the Top 10 most commonly asked questions about payroll from an employer perspective. We'll cover the answers to questions you didn't even know you had and build on the fundamentals of payroll that will help make that black box a bit more transparent. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
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Online
2.00 Credits
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices. It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this webinar and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this webinar will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy. This webinar provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable webinar. This course qualifies for CFP credit.
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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Online
2.00 Credits
Audit Quality Control - Avoiding Peer Review Deficiencies highlights the most important considerations for those at all levels of the engagement team with quality control responsibilities on audit engagements. Upper-level reviewers have significant responsibilities for ensuring high-quality audit engagements. Unfortunately, deficient audits have serious negative consequences for both the CPA firm and the profession as a whole. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has quality control responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Keeping Up with the FASB
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Online
2.00 Credits
This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.