CPE Catalog & Events

Get started on data gathering! This is the second course in the Microsoft Power BI series of courses. This course focuses on getting data from different sources into Excel. Tools like Power Query (now known as "Get & Transform") can make transforming data from those sources quick and easy. Whether you are importing data or cleaning it, learn how to make it happen! This self-study online course is part of the Microsoft Power BI: Power BI Series.

Get your head out of the clouds - and use the cloud! This is the ninth course in the Microsoft Power BI series. This course will focus on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will be introduced to the interface as well as the benefits of using PowerBI.com. You will learn how to leverage the work performed in Power Pivot or Power BI Desktop using the cloud. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This self-study online course is part of the Microsoft Power BI: Power BI Series.

Use Data Analysis Expressions (DAX) to create advanced calculations! This is the seventh course in the Microsoft Power BI series. This course focuses on using DAX (Data Analysis Expressions) to create advanced calculations in Power Pivot data models. You will learn over 20 DAX functions that will allow you to perform calculations not possible with standard Excel. Use of a date or calendar table will be reviewed. The course is presented using Excel 2019/Office 365. Regardless of the version you are using,most concepts covered in this course apply to all versions of Excel. This self-study online course is part of the Microsoft Power BI: Power BI Series.

Start making connections with Power BI Desktop! This is the eighth course in the Microsoft Power BI series. This course focuses on familiarizing yourself with the Power BI Desktop interface in order to connect to data sources and create rich visualizations. The course will demonstrate the creation of each of the various visualizations and options related to each. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This self-study online course is part of the Microsoft Power BI: Power BI Series.

Clean, shape, and transform your data. This is the fifth course in the Microsoft Power BI series. This course focuses on using Power Query to clean, shape, and transform data while still allowing you a one-click refresh. The course will review various data issues including appending files, combining multiple files from a folder, adding custom columns, un-pivoting data, and creating a lookup table. The course is resented using Excel 2019, but most concepts covered in this course apply to all versions of Excel. This self-study online course is part of the Microsoft Power BI: Power BI Series.

Save when you buy the complete Tax Staff Essentials, Level 2 online bundle. Learn about multistate taxation to better guide your clients. Conquer the theoretical conundrums and compliance issues of multistate taxation so you can guide your client skillfully through the maze of multistate corporate tax codes. Spotlighting updates on the latest state tax reforms, this CPE self-study course will help you develop a working knowledge of both multistate tax compliance and related planning opportunities.

This CPE course provides an overview and changes with respect to ASU 2016-14 Presentation of Financial Statements and ASU 2016-18 Restricted Cash and Cash Equivalents in Statement of Cash Flows for Not-for-Profit Entities. This course provides common pitfalls and tips on functional expense reporting and, how to manage liquid resources, common peer review findings related to ASU 2016-14, and tips and suggestions on a successful audit. This course also reviews items to consider, given COVID-19, when preparing for an audit and reviewing financial statements. The instructor will explain the key facts and impacts of ASU 2018-08 Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made, ASU 2019-03: Updating the Definition of Collections, ASU 2019-06: Extending the Private Company Accounting Alternatives on Goodwill and Certain Identifiable Intangibles to NFP Entities, and ASU 2020-07 Presentation and Disclosures by NFP Entities for Contributed Nonfinancial Assets. Lastly, this course will cover Cybersecurity Issues.

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-profits (NFPs) are unique in that they often receive substantial amounts of contributions, many of which contain donor-imposed restrictions as to how they are used. The existence or absence of donors' restrictions forms the basis for the classification of an NFP's net assets. In this CPE course, you will learn the basics of net asset classification. Topics covered include donor-imposed restrictions and identifying when they may be implied, financial statement presentation of net assets and required footnote disclosures. The course culminates in a virtual case study in which you will have an opportunity to apply the technical concepts you have learned to real-world scenarios. 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.

This CPE course can be purchased individually or as part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Learn about accounts receivable and its related contra account allowance for doubtful accounts, which is an area often assigned to new staff. Gain the knowledge necessary to successfully audit accounts receivable, including how using audit data analytics can improve the audit with respect to accounts receivable. Understand that accounts receivable is considered a high-risk account because it is associated with sales and revenue recognition, which is very subjective in nature and relies primarily on management estimates. Learn how, with careful thought and an understanding of risk assessment, auditing accounts receivable can be an efficient and effective process.

This CPE course can be purchased individually or as part of the Audit Staff Essentials - New Staff: Practical Applicationn staff training bundle. Fully prepare yourself to perform an inventory audit. Understand the importance of knowing not only the types of products your clients manufacture, but also what goes into making those products - it's essential for you to understand how a company makes its money in order to effectively perform an audit. Gain knowledge about determining what goes into your clients' products and how those products are assembled. Explore inventory costing, observations, and other necessary audit procedures, as well as how using audit data analytics can improve audit quality in the inventory area.

** This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle.** Gain knowledge about audit evidence and the need for evidence in an audit. In this CPE self-study course, learn about sources of audit evidence and the various techniques auditors use to gather evidence. Understand what makes evidence sufficient and relevant as well as what an auditor should do when faced with conflicting or contradictory evidence. Learn how data analytics can be used as a risk assessment tool and how biases can play a role in your evaluation of audit evidence. Understand why controls over evidence are important and how controls make evidence more reliable.

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. In this CPE self-study course, learn the elements, performance requirements, and documentation expectations for preparation engagements, compilation engagements, and review engagements. Although these procedures are not audits, they typically involve similar concepts, just at a lesser level of assurance - from no assurance to limited assurance depending on the engagement.

** This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle.** Understand the entire audit process, from start to finish. In this CPE self-study course, you will learn about pre-engagement activities and client acceptance all the way through concluding procedures - including procedures and standards that guide the flow of the audit. Gain knowledge about the steps related to planning, materiality, risk assessment, analytical procedures, internal controls, and walkthroughs. Be up to date with a high level overview of the new Auditor Reporting suite of Statements on Auditing Standards Nos. 134-140, as amended by SAS No. 141.

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Learn about the overall objectives of an audit, as well as common issues that are important to new staff who have little to no firm experience. In this CPE self-study course, you will explore: Who an auditor actually works for What types and levels of service firms provide Standards auditors follow and who sets those standards The peer review process Also, understand the AICPA Code of Professional Conduct, the ethical rules auditors work under.

This CPE course can be purchased individually, or as a part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Learn how to keep the core concepts of professional skepticism in mind at all times from the time you arrive at work to the time you depart. Following a case study, this CPE self-study course delves further into concepts related to professional skepticism, including additional factors that can impair skepticism, the role of ethics, and tools to apply your skills.

This CPE course can be purchased individually or as part of the Audit Staff Essentials - New Staff: Core Concepts staff training bundle. Understand the audit risk model and how it is used at the onset of and throughout the audit process. Learn how the audit risk model works as a tool that can help peer reviewers and inspectors determine the sufficiency of procedures performed. Understand how engagement teams can do a better job of documenting their work when they consider the structure of the audit risk model and how evidence regarding procedures and findings is tabulated.

This CPE course can be purchased individually or as part of the Audit Staff Essentials - New Staff: Core Concepts staff-training bundle. As you know, "If it's not documented, it's not done! "But don't struggle with questions related to documenting audit procedures. This CPE self-study course covers optimal techniques to prepare you for a variety of working papers that will meet the requirements of professional standards with the appropriate level of detail.

This CPE course can be purchased individually or as part of the Audit Staff Essentials - New Staff: Core Concepts staff-training bundle. Beyond applying accounting and auditing standards or knowing how to minimize a client's income tax liability, understand your behavioral responsibilities, to better prepare you for success in your public accounting career. Learn how to interact with your coworkers in various capacities and how to present yourself as a member of the public accounting profession, a representative of your firm, and, most importantly, yourself.

This CPE course can be purchased individually or as part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. Gain an understanding of the COSO Internal Control-Integrated Framework and the concept of internal control over financial reporting, which will be part of your work environment whether you are in public accounting, corporate, government, not-for-profit, or private entity auditing. Understand the role of personal certifications regarding internal control under the SarbanesOxley Act. Be up to date on expanded discussions of the COSO Points of Focus, a critical tool in evaluating the COSO Framework as well as an introduction to IT General Controls.

This CPE course can be purchased individually or as part of the Audit Staff Essentials - New Staff: Practical Application staff training bundle. In this course you will: Gain understanding of the accounting system necessary to plan your procedures related to purchases, payables, and accrued expenses. - Learn about the possibilities of using audit data analytics for improved quality and efficiency. Gain understanding that accounting for accounts payable and accrued expenses is typically straightforward and centered on when to recognize a liability. Through an interactive case study, practice the critical substantive test and be able to assess whether your search for unrecorded liabilities is thorough enough to gain assurance that material unrecorded liabilities have been detected.