CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Financial Instruments and Leases
Thursday, March 23, 2023 9:00am - 10:00am
Online
1.00 Credits
Understand FASB's important accounting and reporting areas: financial instruments and leases. Learn to assess and implement the new standards and guidance that are applicable to your practice.
MOCPA Business & Industry Committee Meeting
Thursday, March 23, 2023 9:00am - 10:00am
Online Class
0.00 Credits
March 23, 20239-10 a.m.Committee Update:TBD
Forgotten Managerial Accounting Tools for CPAs
Thursday, March 23, 2023 9:00am - 11:00am
Online
2.00 Credits
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Current and Upcoming FASB Issues
Thursday, March 23, 2023 10:00am - 11:30am
Online
1.50 Credits
Keep up with FASB changes. Learn about changes in accounting, including relevant pronouncements, exposure drafts, and projects. Identify recently issued FASB standards and guidance that cover broad and narrow issues and understand how to apply them. Learn about upcoming standards that will be effective in the near future.
Auditing Fraud Risk in the Current Environment
Thursday, March 23, 2023 10:00am - 12:00pm
Online
2.00 Credits
Why do auditors focus on fraud risk? (bold) An auditor is responsible for obtaining reasonable assurance that the financial statements as a whole are free from material misstatement, whether caused by fraud or error. Further the risk of not detecting material misstatement due to fraud is higher than the risk of not detecting one resulting from error. This is because fraud may involve sophisticated and carefully organized schemes designed to conceal it, such as forgery, deliberate failure to record transactions, or intentional misrepresentations being made to the auditor. This course will cover both the planning and risk assessment phases, identifying where fraud is commonly identified earlier in the audit process. Further, this course will examine other areas where fraud is commonly identified, from revenue recognition to liabilities, expenses and disclosures. You'll also learn how to prepare when fraud is identified.
Excel - Functions and Formula Shootout
Thursday, March 23, 2023 10:00am - 12:00pm
Online
2.00 Credits
Function refresh (bold) Did you know that Microsoft adds new functions throughout the year in the Office 365 version of Excel? Are you stuck using old or simple functions like SUM or ROUND? Do you want to expand your knowledge of the extensive function library in Excel? If these questions perk your interest in becoming an Excel function expert, this webcast is right up your alley! This past-paced webcast digs into some of the most powerful functions in Excel. Although, we cannot cover all 470 functions, we will look at over 20 functions that will allow you to create advanced calculations in your spreadsheets. Functions like: VLOOKUP, IF, IFS, FORECAST, RAND, SWITCH, TEXTJOIN, UNIQUE, SUBTOTAL, IS, TEXT and more! We will also provide examples files that will include all the functions used during the class. It's time to take your Excel spreadsheets to the next level. This webcast is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast apply to all versions of Excel.
Global Business Research for Accountants
Thursday, March 23, 2023 10:00am - 12:00pm
Online
2.00 Credits
The course provides a concise overview of leading online international business tools that can be used by accountants to explore and conquer new cross-border markets. Discover a universe of free or nearly free resources for export planning, international trade due diligence, cross-border prospecting, worldwide business and intercontinental e-commerce. Attendees will walk away with the know-how and know-who to go global including how to collect international trade statistics, find new international business partners, review major contract and tender opportunities, meet international buyers who are visiting North America, use global trading platforms to discover suppliers worldwide, explore business incentive programs and more. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Will Your Ethics Be Burned by Burnout?
Thursday, March 23, 2023 10:30am - 12:30pm
Online
2.00 Credits
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Motivating the Right Way - Get the Most From Your Staff!
Thursday, March 23, 2023 11:30am - 1:30pm
Online
2.00 Credits
Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session discusses proven people motivation tactics. Many `old' methods really did not motivate in the past and certainly do not work today. Getting the most from your people requires new, very learnable, leadership techniques. Whether your business is large or a start-up, getting people to move forward as one is a challenge. This session will show you how to create an environment where your talented employees can excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Resolving Payroll Tax Debts
Thursday, March 23, 2023 12:00pm - 2:00pm
Online
2.00 Credits
The number one reason why small businesses get into tax trouble is due to failure to report and pay payroll taxes. Payroll tax liabilities are such a large part of the Tax Gap that the IRS has started a number of initiatives to deal with the non-compliance by employers. This program covers the current IRS initiatives to deal with payroll tax issues, including the Trust Fund Recovery penalty and how the IRS will pursue responsible owners and employees of the business it believes is responsible for the unpaid payroll taxes. The program also reviews how practitioners can help their clients either avoid the Trust Fund Recovery Penalty or resolve the personal liability issues. 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: Mergers, Acquisitions, and Alliances
Thursday, March 23, 2023 12:00pm - 2:00pm
Online
2.00 Credits
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky. This session provides a roadmap including specific actions for financial professionals focused on improving the results of an acquisition, sale, formation of an alliance, and/or outsourced activities. This program continues to be updated based upon trends and recent events. In addition to traditional topics, it includes discussions on the impact of taxes, corporate structures to manage M&A and internal venture capital, strategic spin-offs/splits, issues concerning goodwill, and managing outsourced activities. The program expands the topics covered in the Controllership Skills Update Series. As with the other programs, this brief session is aimed at renewing and expanding participants' existing skills, by providing specific actions to improve an organization's results. Real-world examples are used throughout the session.
I Spy with My Little Eye ... an Illegality
Thursday, March 23, 2023 1:00pm - 2:00pm
Online
1.00 Credits
In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The 7 Deadly Ethical Sins of Organizations
Thursday, March 23, 2023 1:00pm - 3:00pm
Online
2.00 Credits
Pride, Greed, Lust, Envy, Gluttony, Wrath, Sloth. Have you ever thought of these "7 Deadly Sins" in terms of ethics at your organization? Well, Jo did in her book, Becoming the Everyday Ethicist, and she can't wait to share her thoughts with you. In this session, we will explore seven potential "ethical" sins in organizations today. From the WRATH of "disingenuous leaders" to the LUST of those with the "move fast and break things" mentality to the ENVY of organizations who do things just because "everyone is doing it". The question is, which of the sins will your organization fall prey to? And how can you, as a leader (whether you are an audit, risk, compliance, accounting, or other business professional), prevent it? Get ready for this thought-provoking, innovative session on ethics! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AICPA Town Hall Series
Thursday, March 23, 2023 2:00pm - 3:00pm
Online
1.00 Credits
Up-to-the-minute guidance Hear the latest updates on the CARES Act and progress of the Paycheck Protection Program (PPP) from AICPA executive leads Susan Coffey, EVP - Public Practice, and Erik Asgeirsson, President and CEO, CPA.com in these weekly town hall webcasts. Topics will be updated weekly. *** Free for AICPA members
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
Thursday, March 23, 2023 2:00pm - 4:00pm
Online
3.00 Credits
In this session, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next, we explore the lookup function, which is designed specifically to retrieve values from PivotTables. The webcast concludes by transitioning to data acquisition techniques, and we?ll retrieve data, including stock quotes from perhaps the largest external data source of all, the World Wide Web.
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
Thursday, March 23, 2023 2:00pm - 4:00pm
Online
2.00 Credits
Newly updated! This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. Did you know that Prince died without a will, and that over 45 people have claimed to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust? In discussing these familiar names, plus others including Jackie Kennedy, Joan Rivers, Jimi Hendrix, James Gandolfini, and Leona Helmsley, the course examines the pitfalls and best practices surrounding famous estates. Even Abraham Lincoln, it turns out, did not have a will. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.
Why Cybersecurity Matters to CPAs
Thursday, March 23, 2023 2:00pm - 4:00pm
Online
2.00 Credits
CPA's are responsible for understanding (1) the presence of fraudulent activity, (2) that financial reports are complete and accurate, and (3) applying the going concern principle to a business. Appropriate cybersecurity controls, processes and oversight directly impact these three areas. Fraud Bad actors can exploit systems with weak security controls to perform fraud. The increasing prevalence of hacked systems reflect this. Bad actors are stealing data, intellectual property, financial assets, and other information. Digital fraud is becoming more prevalent and can be substantially more damaging than historical types of fraud. Not only can digital fraud result in financial loss, but it can subject companies to expensive lawsuits, damage reputations and can even put a company out of business. Complete & Accurate Financial Reports Having cybersecurity controls on systems and networks is critical to ensure information reported in financial statements is complete and accurate. Data residing in financial reports is processed, stored and transmitted using IT Systems. It is important for CPA's to understand the required cybersecurity controls to prevent or detect inaccurate data in financial reports. Going Concern With an increasing volume of system hacks (e.g. Target, Experian, Sony, and most recently the US Government), it is no longer "if" you're going to get hacked, it is "When." If organizations do not have appropriate cybersecurity controls in place to protect against an attack, then a malicious hack can put them out of business. An organization's cybersecurity posture should be a factor in evaluating the Principle of Going Concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Tax Bill is Huge! What's Next for your Client
Thursday, March 23, 2023 2:30pm - 4:30pm
Online
2.00 Credits
The return is complete but your client has a huge tax bill! What can you do to help? Or you have a new client and they have historical IRS debt. We'll outline the top ways for your client to manage the money they owe the IRS. Learn about how the collections system works and how you can be a hero to your clients when working with the IRS to manage their debt. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The IRS Collection Process
Thursday, March 23, 2023 3:00pm - 5:00pm
Online
2.00 Credits
Many practitioners believe IRS collection activities to be random when in fact the process is a very direct and formulaic approach to resolving back tax debts. This program explains the process so you can easily understand where your client is in the collection process, and where the opportunities exist to resolve your client's back-tax issue. The program includes sample forms and letters so practitioners can see what the various IRS notices look like and recognize them when they show up. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Compilations, Reviews, and Audits: How They Differ
Friday, March 24, 2023 8:00am - 9:00am
Online
1.00 Credits
This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.