CPE Catalog & Events

Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate.

Focuses on the scope of work and extent of documentation that professionals should apply to their valuations of financial instruments under the FIPF.

Strong ethical and fiduciary oversight by those charged with governance of a not-for-profit entity (NFP) is imperative to maintaining the public's trust.

Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away. 

We all know what we would like to do and achieve, but how realistic are those expectations? Are your clients' goals and objectives truly attainable? Do you feel like you can help your clients accomplish their financial planning goals? This session focuses on developing real-world applications in a new era—The Roaring 20s. This past year, we've experienced swings in the market and other critical financial issues that have impacted our clients. Being prepared is crucial! Similar comparisons have been made to the Roaring 20s of the last century. The economic game may change positively and negatively during the decade and it is more important than ever to help us relay the importance for our clients to stay focused. 

Financial resilience is essential for businesses facing crises like natural disasters and IT failures. Bruce Pounder, MBA, CPA, and Jeremy Thompson, MS, co-founders of Resilogy LLC, explore tactical cash flow modeling, emphasizing a 13-week forecasting approach to manage liquidity before, during, and after disruptions. They also discuss establishing a war room for crisis management, identifying cash flow vulnerabilities, and implementing proactive financial strategies to enhance corporate survival and stability. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

This course describes some of the issues that allow financial statement fraud to occur, including a lack of adequate internal controls over the accounting processes, management overrides of internal controls, and pressure to achieve specific financial

This course covers the basics of financial statement presentation for not-for-profit entities (NFPs).

Are you responsible for presenting financial information to your organization, business associates, or clients? Bring financial information to life and use it to communicate a story to an audience, through a mix of financial data, visualization, storyt

This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

To excel as a tax practitioner in an increasingly global marketplace, you must familiarize yourself with the preparation of tax forms for clients conducting foreign transactions or with assets in international accounts. Gain a thorough understanding of foreign information return reporting requirements and valuable techniques to determine whether or not your clients may encounter foreign income tax problems. Attain a working knowledge of IRS and Department of Treasury foreign information returns to represent clients and comply with Circular 230 effectively. All essential concepts will be discussed in light of the resurrected IRS foreign voluntary disclosure program, which reduces the foreign information return burden.

A detailed overview of dual consolidated loss, foreign currency, and international tax reporting rules.

Global mobility is now routine—and so are the foreign tax surprises that come with it. In Foreign Tax Essentials for U.S. Practitioners: Exclusions, Credits, and Reporting Requirements, you'll gain practical, real-world guidance on applying the Foreign Earned Income Exclusion and Foreign Tax Credit, avoiding costly compliance missteps, and confidently navigating key reporting rules such as FBAR, FATCA, and expatriation filings. Through clear explanations, planning insights, and practical examples, you'll strengthen your ability to advise U.S. taxpayers abroad, minimize double taxation, and know when complex situations require specialized expertise.

The Forensic Accounting Expert Witness Certificate equips CPAs and financial professionals with the advanced skills required to serve as credible and effective expert witnesses in litigation. This specialized program focuses on the practical and ethical dimensions of expert testimony, guiding you through every stage of the litigation process—from developing defensible expert opinions to presenting findings with clarity and confidence in court. Through six integrated courses, you'll gain insights into expanding your practice into forensic services, mastering deposition and courtroom communication, and maintaining professional integrity under cross-examination. Led by nationally recognized forensic expert Brian Peter Brinig, JD, CPA/ABV, ASA, the program emphasizes real-world readiness and professional credibility. Participants learn to bridge technical expertise with persuasive communication, ensuring their analyses withstand legal scrutiny and support just outcomes. Ideal for CPAs engaged in litigation support, valuation, or forensic analysis, this certificate prepares professionals to deliver testimony that is not only technically sound but also clear, confident, and compelling.

Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations.

With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court.