CPE Catalog & Events

Overcoming Tech Adoption Challenges in CPA Firms

The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms

Retaining Top Talent: Strategies for CPA Firms

The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals

Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040

The major topics that will be covered in this course include: Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extension Income & Adjustments: Tip income exclusion, overtime relief, educator expenses Business Taxation: Bonus depreciation, §199A expansion, interest deduction limits Estate & Gift Tax: Increased exemption thresholds, charitable deduction changes Education Incentives: Student loan discharge, 529 plan expansion, new “Trump Accounts” Compliance & Reporting: 1099-K threshold changes

The Future of Audit: Technology, Talent & Transformation

The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes

The One Big Beautiful Bill: 2025 Tax Legislation

The major topics that will be covered in this course include: The Congressional process in passing tax legislation.  Major Tax Provisions in the House version of Big Beautiful Bill  Individual  General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions

The Role of Internal Control in the Risk-Based Audit

Unlock the Power of AI with Copilot i

The major topics that will be covered in this course include: Introduction to Copilot in Excel Automating Tasks and Enhancing Productivity Advanced Data Insights with Copilot

What's Behind the Data?

The major topics that will be covered in this course include: Ways in which data and information can be misleading Common pitfalls when encountering data How to re-evaluate the data to avoid those pitfalls

Workforce Transformation and Talent Management in 2025

The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure

Professionla Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure)

- AICPA Code of Professional Conduct and its Conceptual Framework- Ethics and independence rules from the AICPA and other regulators, including the U.S. government- Activities that discredit the profession- Ethics interpretations issued by PEEC- NOCLAR- AICPA Statements on Standards for Tax Services (SSTSs)- U.S. Treasury Department’s Circular No. 230- Internal Revenue Service (IRS) penalty provisions 

AI & Accounting in Manufacturing

The major topics that will be covered in this course include: Intelligent automation and dark factories Predictive maintenance and real-time cost tracking AI-enabled financial reporting and dashboards Continuous auditing and anomaly detection Tax compliance automation and transfer pricing AI Data governance and cybersecurity in financial systems Workforce reskilling and AI-augmented financial roles

Adobe Acrobat Tips for Working with PDF Files

The major topics that will be covered in this class include: Review of all that Adobe Acrobat has to offer Organizing your PDFs with bookmarks, links, file attachments and more Formatting the presentation of PDFs with headers, footers and watermarks Creating and processing fillable forms Processing documents for e-signature Tips for converting email messages, documents and spreadsheets into PDF format Combining multiple PDFs files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality

Forensic Accounting: Crafting Expert Reports

The major topics that will be covered in this course include: Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles and responsibilities of forensic accountants in uncovering financial discrepancies, fraud and economic damages Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise and objective expert reports for legal proceedings Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports Economic Damages Writing: Understand the methodologies and best practices for calculating economic damanges, including lost profits, business valuation and other financial impacts Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, higlighting key insights and lessons learned

AI & Accounting in Construction

The major topics that will be covered in this course include: Overview of AI adoption in construction Predictive analytics and risk management AI-integrated Building Information Modeling (BIM) Real-time compliance and financial reporting Taxation challenges in AI-driven construction AI in project scheduling, supply chains, and quality control Regulatory frameworks and ethical AI use in audits

AI & Accounting in Retail

The major topics that will be covered in this course include: AI-powered personalization and its impact on revenue recognition Dynamic pricing models and tax compliance risks AI in demand forecasting, inventory valuation, and COGS calculations Integration challenges with ERP and POS systems Governance, ethics, and auditability of AI decisions Data quality, audit trails, and regulatory documentation AI-assisted fraud detection, financial controls, and oversight

Advanced Excel for Staff - Build Reports and Analyze Data

The major topics that will be covered in this course include: Building Reports Workflow: Understanding the steps for creating professional and functional reports Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights Format and Structure Report: Use formatting tools to create visually appealing and structure reports Review and Validate: Verify data accuracy and troubleshoot potential errors Share the Report: Learn metods for distributing reports effectively within your organization

Al Capone to Cybercrime: The Journey of IRS Special Agents

The major topics that will be covered in this course include: Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance. Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system. Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development. Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.

CFO & Controller Critical Skills: Budgeting & Forecasting

The major topics that will be covered in this course include: Overview of budgeting tools Overview of difference between budgeting and forecasting Examples of various budgeting and forecasting techniques

Complete Guide to Analyze Data with Excel PivotTables

The major topics that will be covered in this course include: Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables. Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making. Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

Ethics, Tax Practice & Understanding Circular 230

The major topics that will be covered in this course include: Importance of ethics in tax practice Overview of Circular 230 and its application to tax practitioners Common ethical violations and penalties Procedures to promote compliance with ethical standards Real-life scenarios illustrating ethical decision making in tax preparation Circular 230 provisions related to tax return preparation and representation Best practics for maintaining professional integrity and compliance