CPE Catalog & Events

This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist.

This is the beginning of a series that will cover major aspects of the Controllership function. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc., the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. A Controller is an individual who has responsibility for all accounting-related activities including high-level accounting, managerial counting, and finance activities within a company. The duties of a Controller include assisting with the preparation of the operating budgets, overseeing financial reporting, and performing essential duties relating to payroll. However, in today’s evolving world, the Controller function can provide much more in-depth value to their organizations. This series is dedicated to exploring the traditional Controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. In this first course we focus on the typical Controller function and begin to identify ways to elevate the function.  

As discussed in the Association of Certified Fraud Examiners’ Occupational Fraud 2022: A Report to the Nations, 86% of all frauds are misappropriation of assets.  Why is the misappropriation of assets so large?  Because there as so many of them it creates many, many opportunities.  And the asset which is stolen the most?  CASH!  Because it’s easy to conceal and you don’t have to convert it.  During this presentation, the many, many different ways to misappropriate (steal) assets and which assets (besides cash) are most subject to misappropriation are discussed as well as how to recognize such and more importantly, how easy it is to prevent it!

Do you get bored with similar rubrics’ cube COSO risk model courses?  They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.

*** Save 15% on this event when you use the code SAVE15 at checkout *** As AI moves from experimental technology to a core pillar of the accounting profession, CPAs must navigate a complex landscape of new professional standards and ethical responsibilities. This session provides a comprehensive update on the 2026 regulatory environment, including the latest AI-specific guidance from the AICPA and oversight observations from the PCAOB. We will explore the practitioner’s role in managing data sovereignty, mitigating algorithmic risks, and maintaining professional skepticism in an automated world. Participants will discuss strategic frameworks for bridging the talent gap through AI-augmented workflows and learn to lead firm-wide adoption that prioritizes both innovation and ethics.

*** Save 15% on this event when you use the code SAVE15 at checkout *** In a market saturated with "AI-powered" solutions, the modern CPA must distinguish between generic productivity tools and "audit-ready" platforms. This session provides a comparative analysis of the leading AI ecosystems available to the profession, ranging from specialized research assistants to enterprise-grade audit and tax platforms. We will evaluate the strengths and limitations of both broad-market AI giants and specialized tools developed specifically for accounting and financial reporting. Attendees will learn how to architect a high-performance "AI Tech Stack" for their firm, focusing on tools that offer verified citations, secure data handling, and direct integration into existing professional workflows.

*** Save 15% on this event when you use the code SAVE15 at checkout *** The next evolution of accounting productivity lies in the shift from simple chatbots to autonomous "AI Agents." This session explores the practical application of agentic workflows in day-to-day practice, focusing on multi-step automation for tax, audit, and advisory services. We will delve into advanced prompting techniques and framework-driven automation that allows CPAs to delegate routine tasks—such as data vouching, anomaly detection, and client communications—while maintaining essential "Human-in-the-Loop" controls. Participants will discover how to design custom AI workflows that reclaim significant billable hours and transform the CPA's role from data processor to strategic supervisor.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Theory meets practice in this immersive, hands-on lab designed for immediate implementation. Participants will move through a series of practical exercises simulating the setup and usage of AI-driven research and production tools in a professional environment. We will cover the mechanics of secure document analysis, the proper documentation of AI-assisted workpapers to meet supervision standards, and the deployment of firm-specific AI assistants. This session focuses on the "how-to" of AI integration, providing attendees with a tangible library of prompts and a step-by-step action plan to initiate or scale AI usage within their practice the very next day.

This Florida Board of Accountancy-approved ethics course, developed by the Florida Institute of CPAs (FICPA), provides CPAs with a comprehensive understanding of their ethical and professional responsibilities. Designed for CPAs in various professional roles and industries, this course explores ethical principles, regulatory requirements and emerging issues affecting the profession. Participants will gain insight into the Florida Statutes (Chapters 455 & 473) and Florida Administrative Code (FAC) (61H1), AICPA’s Code of Professional Conduct and general ethical behavior.  The course includes discussions on professional integrity, independence, objectivity, conflicts of interest fraud detection and prevention, compliance requirements, and equipping CPAs with the knowledge needed to navigate ethical dilemmas while maintaining public trust. This course meets the biennial ethics CPE requirement for Florida licensed CPA’s.

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** In this session, we move past the "what" of Artificial Intelligence and dive into the "how." Designed specifically for senior financial leadership, this course provides a transparent look at the current AI landscape through live demonstrations and tool comparisons. We will explore the evolution of the primary LLMs and how to build a personalized AI toolkit that addresses the unique security and precision requirements of the finance office.Attendees will witness real-time workflows for financial analysis, report generation, and data visualization. By focusing on a "demo-first" approach, we will peel back the curtain on AI implementation, showing exactly how to get started, how to refine outputs, and how to avoid common pitfalls in professional deployment.

With the design and implementation of your firm's system of quality management complete, the firm now focuses on operating, maintaining, and continuously improving that system. This webcast explores the ongoing post-implementation requirements of SQMS No. 1, including: Understanding engagement performance responsibilities Performing and documenting monitoring activities Identifying and evaluating findings and deficiencies Implementing, evaluating, and tracking remediation Conducting the required annual evaluation of the system and periodic performance evaluations of those assigned ultimate and operational responsibility for the system Learn how to keep your firm's system responsive, current, and effective in maintaining and promoting quality.

Be ready for your peer review! The peer review process is an effective way to monitor practice quality, ensuring that your firm meets high standards while protecting the public interest. Gain a better understanding of the overall peer review process and learn how to fully prepare for your triennial review. This webcast will help you: Understand and compare the system and engagement review processes Address recently issued peer review guidance and quality control requirements Learn how both guidance and requirements affect your firm You'll also discover the most common areas of noncompliance with professional standards and how to avoid them well before your review is due. Participants will leave this session with the resources and tools to enhance their firm's peer review quality.

*** Save 15% on this event when you use the code SAVE15 at checkout *** The traditional manual cycle of exporting, cleaning, and formatting reports is a significant drain on professional productivity. This session demonstrates how to transform this process by integrating Excel's Power Query with the analytical power of ChatGPT. We will explore the "Extract, Transform, Load" (ETL) lifecycle, showing how to create repeatable, one-click reporting workflows that handle messy data with ease. Participants will learn advanced techniques for using AI to write complex M code and DAX formulas, automate variance analysis narratives, and bridge the gap between disparate data sources. Attendees will leave with a practical framework for building "self-healing" reports that scale with their firm's needs, turning hours of manual labor into seconds of automated processing.

*** Save 15% on this event when you use the code SAVE15 at checkout *** In 2026, cash forecasting has evolved from a backward-looking "gut feel" exercise to a forward-looking predictive science. This session explores how AI-driven tools are reshaping treasury management by identifying hidden patterns in historical data and real-time transactional flows. We will discuss the transition from static spreadsheet models to dynamic, intelligent forecasts that incorporate macroeconomic indicators and customer payment behaviors. Participants will evaluate various AI forecasting methodologies—including the rise of "Agentic AI" for autonomous scenario planning—and learn how to perform automated variance analysis to understand the "why" behind cash fluctuations. The session provides a roadmap for implementing AI-enhanced liquidity strategies that improve forecast accuracy, reduce idle cash, and support more confident strategic decision-making.

In the realm of modern business, the trend of outsourcing functions or activities to third-party service providers is on the rise. While this strategy can enhance efficiency and cost-effectiveness, it also introduces inherent risks that necessitate careful identification, assessment, and management. As a result, those utilizing such outsourced services, along with their auditors, increasingly demand comprehensive insights into the effectiveness of controls within these service organizations. To fulfill this need, the AICPA offers a range of SOC (System and Organization Control) for service organizations engagements, providing assurance reports that offer vital information for evaluating and mitigating the risks tied to outsourcing, thereby fostering trust and transparency. This webcast serves as an introduction for CPA firms who are new to SOC for service organizations engagements or as a refresher for those already acquainted. It does not delve into the specifics of conducting a SOC examinations; however, it offers a general understanding of how to start up a SOC practice.

This Florida Board of Accountancy-approved ethics course, developed by the Florida Institute of CPAs (FICPA), provides CPAs with a comprehensive understanding of their ethical and professional responsibilities. Designed for CPAs in various professional roles and industries, this course explores ethical principles, regulatory requirements and emerging issues affecting the profession. Participants will gain insight into the Florida Statutes (Chapters 455 & 473) and Florida Administrative Code (FAC) (61H1), AICPA’s Code of Professional Conduct and general ethical behavior.  The course includes discussions on professional integrity, independence, objectivity, conflicts of interest fraud detection and prevention, compliance requirements, and equipping CPAs with the knowledge needed to navigate ethical dilemmas while maintaining public trust. This course meets the biennial ethics CPE requirement for Florida licensed CPA’s.

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** Session Details Coming Soon - Stay Tuned!

This Florida Board of Accountancy-approved ethics course, developed by the Florida Institute of CPAs (FICPA), provides CPAs with a comprehensive understanding of their ethical and professional responsibilities. Designed for CPAs in various professional roles and industries, this course explores ethical principles, regulatory requirements and emerging issues affecting the profession. Participants will gain insight into the Florida Statutes (Chapters 455 & 473) and Florida Administrative Code (FAC) (61H1), AICPA’s Code of Professional Conduct and general ethical behavior.  The course includes discussions on professional integrity, independence, objectivity, conflicts of interest fraud detection and prevention, compliance requirements, and equipping CPAs with the knowledge needed to navigate ethical dilemmas while maintaining public trust. This course meets the biennial ethics CPE requirement for Florida licensed CPA’s.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Partnership taxation remains one of the most complex and high-risk areas of federal tax compliance. From basis calculations and allocation rules to disguised sales, debt allocations, and partnership audit exposure, even experienced CPAs can encounter technical pitfalls that create significant financial and professional risk.This two-hour program examines the top 10 partnership tax issues most frequently encountered in practice. Designed specifically for CPAs advising partnerships and partners, the course provides practical guidance to identify, analyze, and avoid common compliance errors under Subchapter K. Through real-world examples and application of current tax law, participants will strengthen their technical proficiency and improve the quality of client advisory services. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Intermediate Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

*** Save 15% on this event when you use the code SAVE15 at checkout *** As AI moves from experimental technology to a core pillar of the accounting profession, CPAs must navigate a complex landscape of new professional standards and ethical responsibilities. This session provides a comprehensive update on the 2026 regulatory environment, including the latest AI-specific guidance from the AICPA and oversight observations from the PCAOB. We will explore the practitioner’s role in managing data sovereignty, mitigating algorithmic risks, and maintaining professional skepticism in an automated world. Participants will discuss strategic frameworks for bridging the talent gap through AI-augmented workflows and learn to lead firm-wide adoption that prioritizes both innovation and ethics.