CPE Catalog & Events

If you are the owner, leader, or manager of an organization who wants to see your business consistently run better and grow faster, Bill Sheridan and EOS can help you and your team simplify, clarify, and achieve your vision. A recognized speaker, Bill's interactive style and real-world insight makes this a must-see event for growth-oriented entrepreneurs everywhere. Attendees will walk away focused, clear on priorities and issues, healthier as a leadership team, and using tools that help them gain more traction. Don't let the company run you - get a grip on your business.

The Auditing Standards Board (ASB) has completed its update of the three engagement types in the SSAEs. In this course, we will review the changes to the examination, review, and agreed-upon procedures standard to provide you with an understanding of the changes to performance and reporting requirements.

Supports senior auditors Gain a comprehensive knowledge base so you are well-prepared to become a well-rounded audit professional. Learn best practices on increasingly advanced audit topics as you explore complex topics like revenue recognition, income taxes, estimates and fair value, financial reporting, and the auditor's report. Meets a range of needs You can master your current position or prepare to progress through your career - or even join other staff members for your firm's comprehensive group training program. Level 4 courses - also available a la carte: Engagement Management and Supervision Risk Assessment and Advanced Internal Control Considerations Auditing Revenue Recognition Auditing Deferred Income Taxes Auditing Estimates and Fair Value Using a Service Organization and the Use of a Specialist Overview of Financial Reporting Concluding the Audit - Reporting and Engagement Administration

Level 3, Experienced Staff/New In-Charge Learn how to apply best practices for increasingly advanced audit topics and explore the content areas that distinguish a well-rounded audit professional. In this third level, designed for experienced staff or new in-charge staff members, you will explore the following topics (which are also available individually): Engagement Management and Supervision Research Tools Risk Assessment Further Auditing Procedures Working Paper Review Understanding the Concept of Sampling Understanding the Concept of Sampling - Substantive Sampling Auditing Contingent Liabilities and Going Concern Auditing Investments Auditing Intangible Assets and Goodwill

Audit concepts and techniques you can use throughout your career As you take on new audit roles and responsibilities, you'll want to have in place a strong conceptual groundwork for all future audit learning. This course focuses on the skills and knowledge needed to perform duties commonly assigned to first-year audit staff. Level 1 covers the audit from the firm's perspective. On this level, you'll learn about the core concepts and the dynamics of in-firm and client relationships. Level 1's courses include: What Is an Audit? Nuts and Bolts: Preparation, Compilation, and Review Engagements Introduction to Professional Skepticism Deepen Your Professional Skepticism Understanding the Audit Process Audit Evidence New Auditor's Role on the Engagement Team Key Character Traits and Interpersonal Skills for Auditors Working Papers and Working Paper Documentation in a Financial Statement Audit Introduction to the Audit Risk Model When taken together with Level 2 - New Staff: Practical Application, this level will help you become a successful auditor and firm member right from the start! About Audit Staff Essentials - Taking you on your audit learning journey. From start to finish, Audit Staff Essentials (ASE) provides the training road map and support you need along your career journey. Designed to help you master your current position and excel in each phase of your career, this self-study series offers four levels that cover hands-on technical skills, conceptual expertise, and soft skill training. Regularly refreshed, this series is perfect for individual staff members or as a comprehensive group training program for firms. Get ready to position yourself or your staff members to become successful auditors and essential firm members. Levels include: Level 1 - New Staff: Core Concepts Level 2 - New Staff: Practical Application Level 3 - Experienced Staff/New In-Charge Level 4 - Experienced In-Charge/Senior

Level 2, New Staff: Practical Application Strong hands-on skills development to build on conceptual training As you take on new audit roles and responsibilities, you'll want to have in place a strong conceptual groundwork for all future audit learning. Part of Audit Staff Essentials (ASE), Level 2: New Staff: Practical Application focuses on the skills and knowledge needed to perform duties commonly assigned to first-year audit staff. Level 2 covers the audit process, including practical, hands-on training for internal controls, substantive testing, fraud considerations, analytical procedures, and much more. Availability separately, Level 2 courses include: Introduction to Internal Controls Fundamentals of Using Data Analytics in an Audit Fraud Considerations in a GAAS Audit Auditing Cash and Cash Equivalents Auditing Accounts Receivable and the Allowance for Doubtful Accounts Auditing Inventory and Inventory Valuation Auditing Prepaid and Other Current Assets Practical Application- Auditing Property, Plant, and Equipment Auditing Accounts Payable and Accrued Expenses Auditing Debt When taken together with Level 1 - New Staff: Core Concepts, this level will help you become a successful auditor and firm member right from the start! About Audit Staff Essentials - Taking you on your audit learning journey. From start to finish, Audit Staff Essentials (ASE) provides the training roadmap and support you need along your career journey. Designed to help you master your current position and excel in each phase of your career, this self-study series offers four levels that cover hands-on technical skills, conceptual expertise, and soft skill training. Regularly refreshed, this series is perfect for individual staff members or as a comprehensive group training program for firms. Get ready to position yourself or your staff members to become successful auditors and essential firm members. Levels include: Level 1 - New Staff: Core Concepts Level 2 - New Staff: Practical Application Level 3 - Experienced Staff/New In-Charge Level 4 - Experienced In-Charge/Senior

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session is designed to provide participants with a solid understanding of the important judgment calls that are made before the audit engagement even begins. While these decisions are made by the audit partner/manager, the impact of these conclusions has a direct impact on the entire engagement team. Professional judgment calls at this early stage influence the auditor's assessed risk of material misstatement (i.e., "what could go wrong" in the client's financial statements due to fraud or error). In addition, safeguards to protect and preserve threats to independence and objectivity are designed at this stage of the audit.

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control.Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session focuses on the initial information that is gathered and important conclusions that are reached at the on-set of engagement planning and the performance of certain risk assessment procedures. This phase of the engagement sets the stage for how much effort will be invested in evaluating the design and implementation of internal controls (which is covered in Session 3 of this series). Key professional judgments made at this stage provide the foundation and rationale for risk assessment conclusions that are ultimately used to design the nature, timing and extent of further audit procedures (which is covered in Session 4 of this series). One of the most important learning points that participants will take away from this session will be the recognition that these preliminary activities are not just "check off the box" tasks, but are critical to early judgment calls about risk of material misstatement, which directly influences the audit effectiveness and efficiency.

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike.This series of eight individual segments will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples and exercises will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session focuses on important internal control considerations. This includes both evaluating the design and implementation of internal controls, which is required on all engagements. It also includes testing controls for operating effectiveness, which should be considered as part of the risk assessment procedures. This area is one of the most commonly misunderstood and misapplied aspects of the audit process, particularly given the recent significant changes in auditing standards. Inappropriate or inadequate judgment calls made at this stage of the engagement could have the greatest impact on financial statement audit effectiveness and efficiency. Missteps in this area also have the greatest likelihood of being identified as deficiencies in peer or regulatory review.

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series of eight individual segments will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples and exercises will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session focuses on how to appropriately identify, evaluate, document and respond to risks of material misstatement due to either fraud or error in order to effectively and efficiently design the nature, timing and extent of further audit procedures (tests of controls for operating effectiveness and substantive audit procedures).

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series of eight individual segments will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples and exercises will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session focuses on performing the substantive audit procedures outlined in the detailed audit plan. Common deficiencies in performing and documenting these further audit procedures will be discussed.

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session focuses on all activities that occur during the wrap-up phase of the engagement. This aspect of an audit engagement is where all good intentions are at risk of unraveling and creating deficiencies in audit quality and compliance with professional and regulatory standards.

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session focuses on how to properly fulfill the requirements for identifying, evaluating and communicating internal control deficiencies identified during the course of the financial statement audit.

Auditing Bits in BytesT - A Practical Break-Down of "Real World" Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from "A to Z" -- starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in "real-life" circumstances. Extensive illustrative examples will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session emphasizes the key activities that ensure that appropriate quality control procedures were performed on the financial statement audit.

Better understand the digital asset environment Gain confidence when auditing entities who hold or transact with digital assets. Identify challenges, risks, and factors to consider when deciding to accept or continue with a client who holds or transacts with digital assets. This course provides critical information, including: The mission of the Digital Assets Working Group and the development process of nonauthoritative guidance Private keys and ways to safeguard them and the related digital assets The rapidly evolving nature of the digital asset ecosystem that may lead to challenges when performing required procedures surrounding laws and regulations. You will gain: Insight into the unique aspects of the risk assessment process in the digital assets space Awareness of the pseudo-anonymous nature of digital asset transactions that may lead to challenges in performing required procedures surrounding related-party relationships and transactions.

Long-lived assets may be either finite or indefinite-lived, tangible or intangible in nature. The carrying value of these long-lived assets should be evaluated at each measurement date to determine whether there is an impairment loss necessary due to declines in an asset's fair value. This course describes the tips and techniques for determining whether an impairment loss risk exists, and how to calculate, record, and disclose any such loss.

This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality.

Are you auditing employee benefit plans? Employee benefit plan (EBP) audit engagements continue to be scrutinized by regulators and peer reviewers due to history of noncompliance with applicable professional standards. Auditors require proper skills to perform EBP engagements effectively. You will work through the plan audit process from engagement acceptance through the archive. Because these are the most common types of plans audited, you will take a deep dive into defined contribution plans to comply not only with professional standards, but also with ERISA and SEC requirements. You will also obtain an awareness of additional considerations when auditing defined benefit pension plans and health and welfare benefit plans. Tap into ways to plan and conduct effective risk-based plan audits to comply with professional standards while maximizing efficiency. This course provides CPE credit in the Auditing (11.5) and Accounting (1) fields of study.

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Bankruptcy can manifest in diverse ways, and forensic accountants can play distinct roles in bankruptcy engagements. The role can vary depending on the client. Forensic accountants need to know how to apply the specific laws and deadlines set by the bankruptcy court and IRS. Through narration by an industry subject matter expert and practical scenario exercises, this CPE course describes the types of bankruptcies and key reorganization concepts. Each module contextualizes bankruptcy, with financial projection, valuation, and insolvency factors. 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. Part 2 Apply key concepts related to financial projection and valuation issues encountered in bankruptcy cases. Identify and address insolvency indicators and risks. Recall and compare key reorganization concepts and their impact on an engagement.