CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Finance Business Partnering: The Essentials
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Online
8.00 Credits
Critical Competencies This webcast builds on your current knowledge and experience to help you successfully navigate and drive value for your business during a time of disruptive, technology-led change. You will learn how to stay relevant and future-focused while building your competencies in critical areas including communication, influencing, and business acumen. This webcast also delivers strategies and best practices to support your ability to enable strategic decisions to drive business forward.
Risk Assessment Under SAS No. 145
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Online
2.00 Credits
Get familiar with SAS No. 145 (bold) In October 2021, the AICPA Auditing Standards Board issued Statement on Auditing Standards (SAS) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. SAS No. 145 does not fundamentally change the key concepts underpinning audit risk. Rather, it clarifies and enhances certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and, therefore, enhance your audit quality. Hear from members of the Auditing Standards Board's risk assessment task force as they help you learn to navigate SAS No. 145 and examine new and updated concepts including: A new definition of significant risk New guidance on maintaining professional skepticism Revised requirements to evaluate the design of certain controls Separately assessing inherent risk and control risk Revised requirements regarding audit documentation New guidance on scalability
Use of technology in an audit of financial statements - Risk Assessment
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Online
2.00 Credits
How technology can help auditors improve efficiency, effectiveness and quality [bold] Auditors are perpetually in pursuit of enhancing the efficiency and effectiveness of their audits while upholding consistently high standards of quality. The integration of technology into the audit process can seamlessly accomplish these objectives. Join us as we delve into the insights of two distinguished members of the AICPA Auditing Standards Board's Technology Working Group, including its chairperson. You'll learn how technology can empower auditors to navigate the escalating demands of modern audits, particularly in the face of overwhelming data volumes, by harnessing available tools. Our presenters discuss common reasons auditors may resist using technology and why those reasons, even more commonly, are not always valid. Once you have an understanding that overcoming barriers to entry is possible, the Technology Working Group experts will guide you through the audit process. You'll explore key junctures where automated tools, techniques and commercial software solutions can revolutionize your audit methodology for the better. Our presenters then return to examine, in detail, how technology can help auditors during one of the most important steps in the process, the risk assessment. Highlighting benefits to efficiency and effectiveness, the new AICPA practice aid "Use of technology in an audit of financial statements" is the focus. Part I of this evolving practice aid takes a deep dive into risk assessment procedures. Walking through examples allows you to see how the guidance in the practice aid can assist in your daily work.
Risk Management Techniques and Tools
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Online
2.00 Credits
Identify and eliminate risk Understand how risk affects all areas of business-from hiring and onboarding to customer fulfillment and customer support, and everything in between. Gain the knowledge to make informed decisions about risk assessment. Understand the importance of fully integrating risk assessment techniques into other elements of enterprise risk management. Tools and techniques With the assistance of 17 tools and techniques, learn how to assess and manage risks in your organization. Compare SWOT analysis and PESTLE analysis in analyzing risks. Understand how enterprise risk management (ERM) can help protect and enhance stakeholder value. Learn how ERM can be used by businesses of all sizes.
Finance Business Partnering: A Roadmap to Strategic Influence
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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
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Online
4.00 Credits
Professionals learn about business property-related timing issues and planning opportunities that can lead to tax savings.
Obtaining an Understanding of Internal Control
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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
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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
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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
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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.
COSO's Internal Control Framework Essentials
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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
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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.
Documenting Your EBP Audit: What You Need to Know
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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
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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
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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.
Current and Upcoming FASB Issues
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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
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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
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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
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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
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Online
4.00 Credits
Well-defined revenue recognition guidelines, insights and practical management tips designed to address the complexities of FASB ASC 606.