CPE Catalog & Events

In an age when word-of-mouth has become weaponized, traditional marketing approaches to brand and reputation are no longer sufficient. This course educates business leaders on the changing market conditions of our Experience Economy, where experience-led brands have begun to dominate. It features an introduction to customer experience, employee experience, and intentional culture management, use cases, and metrics.

You'll gain an understanding of the statements, disclosures and considerations for plans that file Form 11-K, and learn ways to plan and conduct effective risk-based ERISA plan audits.

Generative AI use is growing, and ChatGPT is leading the way. But what exactly is ChatGPT, and how can it help you increase your productivity? Join us for a one-hour seminar on ChatGPT. We'll guide you through everything you need to know to get started You'll learn to use ChatGPT to: Streamline your workload Save time Boost efficiency Say goodbye to tedious data entry and hello to lightning-fast responses and analysis. As with any new technology, risks and ethical concerns must be considered. Our experts will delve into these topics and provide you with the knowledge and tools you need to use ChatGPT responsibly and effectively. Don't miss this opportunity to stay ahead of the curve and take your CPA game to the next level. Discover the amazing benefits of this groundbreaking technology.

Do you know where your clients' businesses have nexus? The rapidly evolving area of multistate taxation should be on the radar of business tax professionals.

Employee benefit plan audits are examined to help you understand the intricacies of EBP planning, reporting and compliance with applicable auditing standards.

Feedback is essential to development (bold) Whether we realize it or not, we are constantly giving and receiving feedback. Sometimes we dread it or dismiss it. But even if feedback is ill-timed, unfair or downright mean, we can use it for growth.

How do you react to change? (bold) Change can be difficult, even when it's good and for the right reasons. In this webcast, you'll learn: How varying personality traits respond to change The five change management principles Kotter's eight step change model

Cloud technology, AI, Machine Learning and Blockchain are upon us in the accounting profession. The data entry and non-value added tasks continue to decline as automation increases. This technology enables clients to keep their books up to date in real-time and better understand the effect of the financials on their business. As an auditor, it's time to learn how to take advantage of this technology to streamline your workflow and utilize remote applications to eliminate the amount of time you have to physically visit a client site as well as to create greater team engagement internally At the same time, it's important to know how to utilize ecosystem applications to speed up the non-value added time in an audit to create more profitable engagements and a better work environment for your teams.

Tactics and strategies for entrepreneurship (bold) In this webcast, we'll discuss an alternative approach to building your business plan, along with a candid discussion of the "dark side" of being an entrepreneur. You'll learn: Why business plans that focus on the numbers is the wrong approach The four components of a non-traditional business plan Strategies for generating leads And more!

Learn how to enhance your Excel workflows with AI in this course, "AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity." Discover the various AI features built into Excel and how to use ChatGPT to create, understand and troubleshoot Excel functions and formulas. Imagine turning two-hour Excel tasks into two minutes of effort! This course will help you streamline your Excel work, research and documentation, saving you time and effort in your day-to-day tasks.

If you want to take your business to the next level, your leaders need to lead. Too often, though, they're swamped with doing someone else's work. This interactive session will show you when it's time to delegate, what you should be delegating, and to whom you should be delegating it. Most important, you'll learn the secret to delegation: It's not about your time. It's about surrounding yourselves with the right people.

How you communicate with your internal and external customer can make or break your career! We all know how to talk, but how do we make sure we are really connecting with others? This course will discuss different personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs.

Excel has long been included in the accountant's toolbox. Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a "must have" tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

"Organizations with limits on the amount of income or gifts which are taxable, such as non-profit organizations, may be tax-exempt. It is important for these organizations to understand any legislative action and updates to filing requirements in order to maintain their tax-exempt status. This presentation focuses on exempt tax compliance. It specifically covers recent changes to legislative actions and filing requirements and what you should pay attention to. Protective Entities - Evolution Formation of LLCs - Initial Considerations Choosing a Jurisdiction Choice of Law Issues Single Member LLCs Cracking the 99/1 Multi-Member LLC Offshore Options and Developments Keys to Success Domestic Asset Protection Trusts Foreign Asset Protection Trusts "

After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.

"Organizations with limits on the amount of income or gifts which are taxable, such as non-profit organizations, may be tax-exempt. It is important for these organizations to understand any legislative action and updates to filing requirements in order to maintain their tax-exempt status. This presentation focuses on exempt tax compliance. It specifically covers recent changes to legislative actions and filing requirements and what you should pay attention to." • Identify the top Red Flags that can be on a tax return • Discuss why these Red Flags are an issue • Explain how to fix these errors

This session will identify the progress of the AICPA Enhancing Audit Quality Initiative and evaluate whether audit quality is improving. Analyze the trends that are contributing to audit quality and recall the major issues identified and the related resources issued by the AICPA to improve practice quality.

Get prepared! AICPA's CFF credential is the most rigorous and prestigious of the financial forensics certifications. If you are preparing for the CFF Exam, this course is for you. Backed by the resources and collective expertise of forensic accounting professionals associated with the AICPA, this CPE course provides an in-depth, comprehensive review of the financial forensics body of knowledge to help prepare for the exam. In this self-study course, highly experienced instructors define and explain the disciplined approaches to forensic accounting that lead to a thorough knowledge of the varied specialties. This course addresses the following: Professional responsibilities and practice management Fundamental forensic knowledge, laws, courts, and dispute resolution Specialized forensic knowledge, bankruptcy, insolvency, and reorganization You'll also get illustrative examples and detailed explanations to ensure you understand this multifaceted area. Free e-book with purchase. When you order this course, you will receive a free copy of the Essentials of Forensic Accounting, 2nd edition in eBook format! This eBook will automatically be added to your cart upon purchase of this CFF Exam Review course. Note: Candidates should not rely solely on this review course to prepare for the CFF Exam. This CPE course is not meant to teach topics to the candidate for the first time. A significant amount of independent reading, study and/or experience will be necessary to prepare for the exam, in addition to taking the review course. If you are a professor or a CPA sitting for the CFF credential exam and would like to receive an answer key for the end-of-chapter questions contained in the book, please call our service center at 888.777.7077 or email service@aicpa.org. Learn more about the Forensic and Valuation Services Section.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course provides an overview of the professional standards and conduct considerations that all CPAs who work as forensic accountants must adhere to. Guidance of both an authoritative and non-authoritative nature is explained. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

This course will enable you to develop an understanding of the responsibilities of a technical reviewer when preparing a review for Report Acceptance Body (RAB) presentation. We will compare the technical review process of a System Review with that of an Engagement Review, and highlight the best practices associated with both. We will review the ongoing qualification of a technical reviewer. Additionally, we will identify and discuss the most common findings from RAB observations and the ways in which technical reviewers can avoid such findings.