CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Finance Business Partnering: A Roadmap to Strategic Influence
-
Online
1.00 Credits
Become a trusted and valued business partner In the dynamic landscape of modern business, the role of finance professionals is rapidly evolving. No longer confined to traditional number-crunching, today's finance experts are expected to be strategic partners, influential in shaping the future of their organizations. Global trends and changing organizational environments drive finance to be more strategic and proactive - to move beyond reporting on results to helping business units achieve results. During this session, we will dive into essential skills for finance professionals, such as: Building effective stakeholder relationships Developing acute business acumen Enhancing strategic thinking and problem-solving abilities This webcast will provide attendees with a roadmap to becoming a trusted and valued business partner.
Taxation of Property Transactions - Tax Staff Essentials
-
Online
4.00 Credits
Professionals learn about business property-related timing issues and planning opportunities that can lead to tax savings.
Quality Management: Engagement Quality Reviews
-
Online
2.00 Credits
SQMS No. 2, Engagement Quality Reviews, sets out requirements and guidance for firms to conduct an engagement quality (EQ) review. The standard also addresses the qualifications, eligibility, responsibilities, and appointment of an EQ reviewer. The predecessor standard, SQCS No. 8, combined quality control policies with the engagement quality control review. SQMS No. 2 was issued separately to highlight the importance of the EQ review within a firm's system of quality management. SQMS No. 2 formalizes and strengthens the review process through clarified guidance and enhanced documentation requirements. It also distinguishes the responsibilities of the firm from those of the EQR reviewer, ensuring greater accountability and transparency.
Obtaining an Understanding of Internal Control
-
Online
1.00 Credits
Understand internal control Understand internal control in risk assessment as required by GAAS. Gain an overview of internal control and related key aspects so that you recognize auditor and management roles and responsibilities related to internal control and procedures involved in understanding an entity's internal control in a risk assessment.
Future-Ready Finance: Motivating the Next Workforce
-
Online
1.50 Credits
As the workforce continues to evolve, finance professionals must adapt to new expectations, diverse work styles, and shifting motivators to attract and retain top talent. Future-Ready Finance: Motivating the Next Workforce explores how organizations can create an environment that fosters engagement, innovation, and long-term success.
Performing a Single Audit Under the Uniform Guidance
-
Online
8.00 Credits
Auditors performing single audits can learn about major program determination, pass-through entity responsibilities, SEFA requirements and other topics.
Documenting Internal Control
-
Online
1.00 Credits
Documenting internal controls Familiarize yourself with commonly used documentation tools, such as narratives, flowcharts, internal control questionnaires and control matrixes. Walk through COSO's internal control template used to document an assessment of a system on internal control.
From Risk to Resilience: Disaster Planning for CPA Financial Planners
-
Online
1.00 Credits
In an era of increasingly frequent and severe natural disasters, CPA financial planners can play a critical role in helping clients prepare for, withstand, and recover from disruptive events. This webcast gives CPA financial planners a practical framework for helping clients prepare for and recover from disasters. Advisers will learn how to: Assess a client's exposure Build an actionable readiness plan Evaluate insurance adequacy across property and casualty, liability, disability, life, and cyber risks The webcast also covers: Structuring liquidity for short-term needs Applying key tax-relief rules to real-world scenarios Coordinating a post-event recovery plan that brings together insurers, advisers, and family decision-makers while safeguarding clients from fraud and identity theft
COSO's Internal Control Framework Essentials
-
Online
3.50 Credits
COSO framework overview Gain an overview of COSO's internal control framework comprising five components and their related principles. Learn how to evaluate the control environment, risk assessment, control activities, information and communication, and monitoring activities at your or your client's entity. Through real-life examples, enhance your understanding of how to apply the framework as it relates to financial reporting whether you are an auditor or entity management.
Yellow Book: Application of GAGAS Principles
-
Online
5.50 Credits
As an auditor of state or local governments, or not-for-profit entities, you'll gain an understanding of the requirements and application guidance for engagements conducted in accordance with Government Auditing Standards.
Introduction to JOSI: Using an AI-Powered Audit and Accounting Research Tool in Professional Practice
-
Online
1.00 Credits
Take home a better understanding of how to responsibly and effectively leverage AI-powered research tools like JOSI to support informed decision-making in professional practice. In this webcast, participants will learn how to: Navigate JOSI's core features Run effective natural-language queries Critically evaluate AI-generated outputs
Documenting Your EBP Audit: What You Need to Know
-
Online
8.00 Credits
What you document matters Understand different parts of the employee benefit plan (EBP) audit process, and learn to think holistically about your level of audit documentation. Understand the appropriate level of documentation in the performance of audit procedures of employee benefit plans, which will involve testing items that are not typically tested in audits of other types of entities. Real-life examples Learn from real-life examples and solutions, guided by a former employee benefit plan expert panel member and someone who performs peer reviews. Work in templates to truly understand documentation in an EBP audit, and learn best practices for documentation to incorporate into your audits.
Finance Business Partnering: Influence to Impact
-
Online
8.00 Credits
Drive business success forward This webcast offers finance professionals an advanced application-based approach to finance business partnering. You will: Acquire essential problem-solving skills that can positively affect all areas of the business Learn how to leverage analytics tools and techniques to aid in decision-making Become accomplished in presenting and influencing key business decision-makers You also will enhance your interpersonal, communication, and leadership skills, so you are more proficient in executing strategic visions.
Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders
-
Online
1.00 Credits
How you communicate with your internal and external customer can make or break your career! We all know how to talk, but how do we make sure we are really connecting with others? This course will discuss different personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs.
2026 Washington Tax Brief
-
Online
1.00 Credits
Join us for the Washington Tax Brief, your essential update for navigating the fast-moving tax landscape. Designed for professionals who need to stay informed and prepared, this webcast delivers timely insights into the most critical legislative, regulatory, and emerging tax issues coming out of Washington.
Current and Upcoming FASB Issues
-
Online
2.00 Credits
You'll learn about current and upcoming requirements in accounting standards (except financial instruments and leases) and understand how to apply the guidance in practice.
Governmental and Not-for-Profit Annual Update
-
Online
8.00 Credits
The latest GASB developments and federal audit changes affecting governments and not-for-profits (NFPs) are explored in this update overview.
Current Audit Environment and ASB Activity
-
Online
2.00 Credits
New pronouncements from ASB are covered so you can be up to date on ASB activities and understand how to apply the guidance.
The AI-Ready CPA: Leading Finance Through Change
-
Online
1.00 Credits
The finance profession is undergoing a profound transformation driven by AI, automation, and increasing market pressures. To stay ahead, CPAs must not only adapt to these changes but also lead the way in innovation and strategic decision-making. This session will explore the key pressures shaping finance today, how AI is revolutionizing financial functions, and what CPAs can do to develop a future-ready mindset. Participants will gain practical insights on leveraging AI for process optimization, strategic advisory, and client service enhancements. The session will also cover leadership strategies to champion AI adoption and foster a culture of innovation within their organizations. By the end of the session, attendees will be equipped with actionable steps to integrate AI into their roles, drive business value, and position themselves as influential change leaders in the evolving finance landscape.
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
-
Online
4.00 Credits
Well-defined revenue recognition guidelines, insights and practical management tips designed to address the complexities of FASB ASC 606.