CPE Catalog & Events

Behind the Curtain: Exploring IRS Audit Technique Guides

Build Better Budgets: Fundamental Techniques

Guide Strategy: Attract Investments with Financial Forecasts

Income Tax Analysis: Exploring In-Depth Concepts

Learning to Teach "Tax" as a Second Language

Unlocking Deep Secrets: Case Studies in Financial Analysis

Ethics: 10 Crucial Qualities of High-Character CPAs

Discover why the ten crucial qualities of high-character CPAs are essential to your success Learn how to evaluate these qualities in job candidates and why you must do so

Accountants and Malpractice; Can We Get Sued for This?

How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

Advanced ChatGPT for Accountants

Advanced Excel: Hidden Secrets and Gems

Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox Enhance creativity in your approach to developing Excel models

An Exhaustive Look At Fraud & Ways To Control It (Part 1)

Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working

An Exhaustive Look At Fraud & Ways To Control It (Part 2)

Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working

Building Security/Efficiency via Internal Control (Part 1)

An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework

Building Security/Efficiency via Internal Control (Part 2)

An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework

CFO Solutions to IRS Problems

ChatGPT for Accountants: 50+ Use Cases

Compilation, Preparation and Review Basics and Peer Reivews

Comprehensive Accounting and Financial Reporting Update

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Controls to Secure a Growing Digital Footprint

Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices