CPE Catalog & Events

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track. Is it possible to read a map without a legend? Perhaps you could, but it would take a lot of guesswork! Similarly, a set of financial statements without the accompanying footnotes is only minimally useful, if not downright confusing, to readers. A not-for-profit (NFP)'s note disclosures provide a treasure trove of explanations, interpretations and mission-critical information to help users make informed decisions. Without the notes, it is not possible to fully understand the causes and effects of significant transactions. Also, beyond the minimum GAAP requirements, an NFP's managers enjoy some degree of latitude to present information in a way they consider meaningful and relevant for the organization's constituencies, including donors. This CPE course offers you detail-rich examples and case studies that will help you prepare note disclosures unique to NFPs and to get the most out of your reporting process. Note: As of August 1, 2018, the content of this course has been significantly updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08). If you started but did not complete Not-for-Profit Certificate II prior to July 31, click here to find out how this and related course updates affect you. If you completed the program prior to July 31 and would like to retake only those courses with significant updates for new standards, click here to learn about the Certificate II Update Pack.

This CPE course is included in the comprehensive Not-for-Profit Certificate I Program. It can also be purchased individually or as a part of the Not-for-Profit Accounting and Financial Reporting track. Not-for-profit organizations (NFPs) prepare financial statements to report critical information about programs and operations to a diverse group of stakeholders. Users of an NFP's financial statements include donors, grantors, creditors, program beneficiaries, and others who have a need to assess the financial health of the NFP. In this CPE course, you will work through several examples to understand the basic reporting requirements, note disclosures and presentation formats that are available to NFPs. Note: As of August 1, 2018, the content of this course has been significantly updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08). If you started Not-for-Profit Certificate I prior to July 31, but did not complete it, click here to find out how this and related course updates affect you. If you completed the program prior to July 31 and would like to retake only those courses with significant updates for new standards, click here to learn about the Certificate I Update Pack.

Senior management yearns to report positive news and impressive financial results that will please investors, bankers and drive value higher. While most companies act ethically and follow prescribed accounting rules, some take advantage of gray areas in the rules or ignore them altogether in order to portray their financial results in a misleading way. This session will discuss some common financial statement shenanigans to help prevent them from fooling you.

Are you responsible for presenting financial information to your organization, business associates, or clients? If you're a CEO, CFO, CPA, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application. (Available in 1-4 hour format)

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self study course addresses the requirements of IFRS 1, First-Time Adoption of International Financial Reporting, including the following: Purpose and scope Transition Exemptions Transactions (for example, share-based payments; leases; foreign currency translation differences; and investments in subsidiaries, associates, and joint ventures) Disclosure requirements This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems

" The Florida Sales & Use Tax - Navigating the Unpleasant Florida Tax Audit course is designed for anyone who has a desire to learn about exposure areas involving Florida sales and use tax. This program was developed for the FICPA by David J. Brennan, Jr., Esq., LLM. It was previously recorded on April 27, 2022, at 11 a.m. The course has been approved for up to one ( 01 ) hour(s) of TB CPE credit. "

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IAS 21, The Effects of Changes in Foreign Exchange Rates, including the following: Functional currency definition and determination How to translate a foreign currency transaction Calculation and financial statement presentation of exchange differences (gains and losses) Foreign subsidiary consolidation, including the calculation of goodwill This course includes interactive learning elements and illustrative exercises with solutions. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

Build a solid foundation. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S.International Tax: Inbound and Outbound Transactions bundle. You must purchase the bundle to earn the digital badge. The CPE self-study course focuses on the Dual Consolidated Loss (DCL) rules. It then covers various foreign currency rules and regimes under U.S. tax law. Finally, there is a detailed session on U.S. Federal income tax compliance regarding outbound compliance.

Effect of changes in foreign exchange rates Learn to identify the appropriate currency in which to present the financial statements and how an entity accounts for transactions that arise in a currency other than its own. Acquire new skills to demonstrate your proficiency Foreign currency transactions Financial statement presentation Translating foreign operations from functional currency to presentation currency Gain practical experience Use genuine examples that are designed to give you real-world knowledge on how to handle exchange rate differences to translate financial statements from its functional currency to the presentation currency. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

" In this seminar, we present an overview of the most effective asset protection trusts and LLCs, available both in the U.S. and abroad. Discussion will include the pros and cons of domestic vs. offshore planning and how to avoid U.S. tax. The Inflation Reduction Act is also discussed. The Foreign and Domestic Trusts and LLCs: Structuring and Tax Avoidance Strategies course is designed for CPAs, Attorneys, and other Financial Professionals who desire a basic understanding of effective asset protection strategies using LLCs and trusts in both the U.S. and abroad. Other topics discussed include: expatriation, pre-immigration, compliance issues, and the Inflation Reduction Act." " Basic Understanding of U.S. Taxation, LLCs, Trusts; General Concept of Asset Protection Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling Trusts: Domestic and International The Taxation of Trusts: Domestic and International Tax Expatriation of People and Assets Pre-Immigration Planning Inflation Reduction Act (IRA)"

This CPE course can be purchased individually or as part of the Core Forensic Accounting Certificate. Experts usually abound in a court room setting, from lawyers to the testifying experts. Through narration by an industry subject matter expert and application exercises, this CPE course will help you to identify and apply the characteristics and key factors related to effective deposition testimony, trial techniques, and testifying expert roles.

This CPE course can be purchased individually or as part of the Core Forensic Accounting Certificate. Narrated by an industry subject matter expert, this CPE course describes the nuances in accepting and planning a forensic accounting engagement which presents different risks than a typical consulting or audit engagement. This CPE course includes two courses (part 1 and 2). Each course identifies and analyzes factors relating to forensic engagement acceptance, planning for staffing and gathering information to execute a successful engagement. This course features application exercises that cover topics such as accepting a forensic case, conflict of interest and staffing. LEARNING OBJECTIVES This course will prepare you to do the following: Module 1: Recall and apply the appropriate preliminary procedures and considerations related to engagement acceptance Assess factors related to case acceptance Identify and analyze potential conflicts of interest Identify and apply the steps to formalize the client engagement letter or agreement, including verification of the client's understanding of scope Module 2: Apply considerations for selecting the appropriate staff for an engagement based on engagement characteristics. Identify key points related to appropriate supervision and assess whether adequate supervision exists based on situational examples. Determine the steps in effective engagement planning to control budgets. Identify what types of information may be more responsive than others and how to prioritize those sources.

This CPE course can be purchased individually or as part of the Core Forensic Accounting Certificate. As a forensic accountant who writes forensic engagement reports, not only do you need up-to-date training on how to write the most effective reports possible, you need to know how to plan and prepare these specialized reports. Through application exercises and narration by an industry subject matter expert, this CPE course reviews topics such as forensic engagement report elements and offers tips on effective report writing. This course also identifies and applies Federal Rules of Evidence 702 and 703, Federal Rule of Civil Procedure 26, and Federal Rule of Criminal Procedure 16. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

This video-based CPE course is included in Not-for-Profit Certificate II. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Tax Compliance track. Form 990 is the chief compliance tool used by the IRS to monitor compliance of tax-exempt, not-for-profit (NFP) entities. As a public document, it is also subject to scrutiny by regulators, media, and the general public, including potential donors. Needless to say, accurate reporting on Form 990 is critical to your success. In this CPE course, you will learn how to prepare Form 990 as you consider real-world examples and apply that knowledge through interactive e-learning exercises. Also discussed are practice tips, common errors, and potential red flags that could lead to an IRS audit.

This video-based CPE course is included in Not-for-Profit Certificate II. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Tax Compliance track. The IRS Form 990 is made up of the core form and sixteen schedules that, taken together, are used by the IRS to monitor compliance with federal income tax law applicable to tax-exempt, not-for-profit organizations. Some of the most heavily scrutinized sections of the Form 990 include the information in the required schedules; for example, the composition of the entity's board of directors, its compensation practices, transactions with insiders, and disclosure of organizational policies and governance practices. In this CPE course, you will take a closer look at the required schedules of the IRS Form 990. You will consider real-world examples and apply what you learned through interactive e-learning exercises. Also discussed are potential red flags to avoid.

Learn the ins and outs of Form 990 Enhance your understanding of basic tax information and not-for-profit entity issues needed to prepare the current Form 990. Look closely at the numerous tax reporting demands Form 990 imposes, including how to respond to its inquiries. Learn how to complete Form 990s properly and advise exempt clients on the form's complexities and demands. This course provides 7.5 hours of credit in the tax field of study.

Save when you buy the complete Tax Staff Essentials, Level 3 online bundle. Learn the ins and outs of Form 990 Enhance your understanding of basic tax information and not-for-profit entity issues needed to prepare the current Form 990. Look closely at the numerous tax reporting demands Form 990 imposes, including how to respond to its inquiries. Learn how to complete Form 990s properly and advise exempt clients on the form's complexities and demands. This course provides 10 hours of credit in the Tax field of study.