CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Governmental Accounting Conference - A Virtual Event
Tuesday, May 16, 2023 8:30am - Wednesday, May 17, 2023 12:30pm
Online
12.00 Credits
This two-day conference is sure to provide you with the latest governmental accounting information you need. We will post more information as it becomes available. *This conference will have two tracks: auditing and government. As we get these sessions solidified, we will reach out for session selection.
Employee Benefit Plans Conference - A Virtual Event
Thursday, May 25, 2023 8:30am - 4:30pm
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. More details coming soon!
Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients' Needs
Wednesday, March 22, 2023 7:00am - 9:00am
Online
2.00 Credits
The importance of listening (bold) Whether you're trying to pitch a prospective client on an engagement or convince an employee to work over the weekend, your success hinges on your ability to identify their needs. Part one of this two-part webcast concentrates on three communication challenges leaders face: - Adapting a message to different constituencies and clients - Coaching employees - Business development A former *Wall Street Journal* reporter who teaches marketing at the Johns Hopkins School of Public Health, Greg Conderacci will introduce you to proven communication techniques. "If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be this: Seek first to understand, then to be understood." - Dr. Stephen R. Covey, author, Seven Habits of Highly Effective People
SAS 134: Exploring the New Audit Report
Wednesday, March 22, 2023 8:00am - 9:00am
Online
1.00 Credits
The standard audit report will soon receive an overhaul. This course investigates major changes to the contents and format of audit reports for private entities while exploring the influence of changes to audit reports for public companies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Dream Wide Awake: Overcoming What Limits You in Life!
Wednesday, March 22, 2023 8:00am - 10:00am
Online
2.00 Credits
With more than 30 years working with entrepreneurs and their employees, Sherré has been able to identify five wishful thinking mindsets and six fearful thinking mindsets that hold individuals back from reaching their goals and achieving their desired level of success in life and at work. Based on her nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you shift your thinking from can't imagine to can-do, inspiring and motivating you to take action and shift from daydreaming to dream doing! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Building Powerful Lookup & Reference Formulas
Wednesday, March 22, 2023 8:00am - 10:00am
Online
2.00 Credits
Improve efficiency with these powerful functions (bold) Excel has over 500 functions that are built-in and ready to use. You just have to figure out which one to use and when. In this webcast, we will focus on the Logical, Information and Lookup and Reference functions. -In the Logical function section, you will learn to perform logical tests using the IF function along with AND, OR and NOT. -In the Information function section, you will learn various ERROR checking functions that can be combined with the Logical functions. -In the Lookup and Reference section, you will learn to use the various LOOKUP functions and the INDIRECT function. Integrating functions into each and every one of your spreadsheets not only improves efficiency, it also makes your task easier to execute. Regardless of the version you are using, ALL concepts covered in this webcast apply to ALL versions of Excel.
Questions of Willful Blindness
Wednesday, March 22, 2023 8:00am - 10:00am
Online
2.00 Credits
My name is Justin Paperny and I know first-hand what follows when we choose to look the other way. In this course, I reveal the lessons I learned about willful blindness. I once worked in the financial services industry as a stockbroker. When I suspected that one of my clients had been operating a Ponzi scheme, I chose to ignore evidence of a crime. One bad decision after another led to my being complicit in his crime. As a result, I was subjected to a government investigation, then a criminal prosecution. This course reveals the lessons I learned about willful blindness. 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 Guide to the Topic 606 Revenue Recognition Model for All CPAs
Wednesday, March 22, 2023 8:00am - 11:30am
Online
4.00 Credits
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will review the basic Topic 606 five-step model and provide specific implementation guidance and examples. It will cover the presentation and disclosure requirements for Topic 606, including the private company disclosure relief available under Topic 606, and provide disclosure examples. Lastly, the course will discuss best practices, lessons learned, and ways to improve the business process when recognizing revenue going forward. Even though implementing Topic 606 is behind us, it is still possible to improve the processes that drive revenue recognition and this course will assist you in doing that.
Current Audit Environment and ASB Activity
Wednesday, March 22, 2023 8:00am - 12:00pm
Online
4.00 Credits
Explore the current audit environment, and recognize audit challenges triggered by the current environment. Provide a comprehensive review of recent audit pronouncements and exposure drafts. Understand topics critical to success in today's rapidly changing regulatory environment. This course provides 4 hours of CPE credit in the Auditing field of study.
Surgent's Industry Accountant Toolkit
Wednesday, March 22, 2023 8:00am - 4:00pm
Online
8.00 Credits
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
The Ethic of Self-Esteem For Women
Wednesday, March 22, 2023 8:30am - 10:30am
Online
2.00 Credits
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Fundamentals, Data Entry and Basic Formulas
Wednesday, March 22, 2023 9:00am - 11:00am
Online
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How Machines Are Coming Alive and Ruling the World
Wednesday, March 22, 2023 9:00am - 11:00am
Online
2.00 Credits
The course provides a concise overview of the Internet of Things (IoT), a global ecosystem of advanced technologies that connect objects to the Internet, each other and people. Discover how new IoT apps and devices are being used to increase operational efficiency, develop post-transaction relationships, and create new revenue streams in enterprises worldwide. You'll walk away with a fundamental understanding of IoT applications and their potential to help accountants boost their relevance, value, and revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power BI - Use PBI Desktop to Create Reports and Dashboards
Wednesday, March 22, 2023 9:30am - 1:30pm
Online
4.00 Credits
* This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This class does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Current Issues in Performing Yellow Book Audits
Wednesday, March 22, 2023 10:00am - 12:00pm
Online
2.00 Credits
Staying current on significant changes in Government Audit Standards can be difficult. This course covers the most important issues and changes relevant to Yellow Book financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Advanced Financial and Statistical Calculations
Wednesday, March 22, 2023 10:00am - 12:00pm
Online
2.00 Credits
Improve efficiency with these powerful functions (bold) Excel has over 500 functions that are built-in and ready to use. You just have to figure out which one to use and when. In this webcast, we will focus on Financial, Statistical and Math functions. -In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. -In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.
Remote Auditing: Lessons Learned
Wednesday, March 22, 2023 10:00am - 12:00pm
Online
2.00 Credits
Enhance your remote audits (bold) Whether a passing necessity or the long-term status quo, remote auditing has become standard practice since the pandemic began. Remote audits offer flexibility and other benefits for clients and auditors. However, there are associated challenges and risks. Discuss the best practices for effective remote auditing and techniques you can use to ensure you comply with professional standards. In this webcast, you'll learn how to - Vouch for client-prepared documents - Plan remote auditing and necessary procedures - Conduct fraud inquiries and walk-throughs remotely - Obtain evidence and gather documentation - Plan for remote inventory auditing
Peer Reviews of SSARS Engagements
Wednesday, March 22, 2023 10:30am - 12:30pm
Online
2.00 Credits
Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Services & Governance: Form 990 Parts III & VI
Wednesday, March 22, 2023 10:30am - 1:00pm
Online
2.50 Credits
Session 6 of Borenstein's Form 990 Foundational Series: The Form 990 Parts addressed in this session are two `legs' of the 990's non-financial disclosure-driven three-legged stool. Stakeholders, donors, competitors, and naysayers use both the Program Service Accomplishments Part's disclosures and the filer's responses to Part VI's "Governance" inquiries to assess the organization's credibility and have a sense of management's capacity. Part III not only details Program Services' output with great specificity, but also updates the Form's readers both as to the filer's largest arenas of activities and how conducted activities have changed. And Part VI, the infamous "Governance Part," provides information as to the composition of those "legally in charge," as well as how both the Board of Directors/Trustees and its delegated officials employ policies in favor of maintaining internal controls. Preparers need to appreciate the importance of these two key parts and ensure that filers put their "best foot forward" properly here. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leadership Skills for Peak Performance in 21st Century
Wednesday, March 22, 2023 11:00am - 1:00pm
Online
2.00 Credits
Your technical skills are strong. They got you to where you are today: leading teams, engagements, and client relationships. How do you focus your time and energy to be an effective leader? More importantly, how do you avoid the potholes that distract you from what you love to do? Join us to learn the key skills for peak performance in the 21st century. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.