CPE Catalog & Events

In this course, you'll deepen your understanding of core cybersecurity principles, risks, and threats—and see why a strong, executive-led cybersecurity program is vital for nonprofits. Discover why NFPs can face even greater cybersecurity challenges than for-profits, and learn how to strengthen your organization's cybersecurity maturity with proven frameworks. As cyber incidents become more common, you'll also gain practical best practices for response and recovery, including how to build an effective incident response plan. Your presenters — cybersecurity experts from SingerLewak's Business Informatics practice — draw on decades of experience in cybersecurity, information systems, internal controls, and incident response. This session was recorded on May 29, 2025 for CalCPA's Not-for-Profit Organizations Conference.

This certificate program will cover several cybersecurity topics to help you gain an understanding of the importance and impact of cybersecurity risks on your organization or client, including an introduction to AICPA's cybersecurity risk management re

Protects against threats like phishing and ransomware through encryption, MFA, and compliance. Strong defenses, incident response, and secure practices ensure data protection and business continuity.

Learn about the latest Cyber threats facing CPA and Governmental agencies with specific examples of recent breach incidents. Gain an understanding of specific offensive and defensive measures an organization can take to increase their cybersecurity posture.  This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 24, 2024.

This certificate program equips CPAs and financial professionals with a structured learning path through the three stages of data analytics—descriptive, predictive, and prescriptive. Each course builds on the last, ensuring you gain both foundational knowledge and advanced skills to transform data into actionable insights that drive smarter financial decisions. You'll begin with Descriptive Analytics, learning how to evaluate analytics maturity and apply techniques such as text mining, clustering, and outlier detection to uncover patterns and anomalies. Next, you'll advance to Predictive Analytics, where you will apply forecasting methods and modeling techniques—including statistical forecasting and CART trees—to anticipate future outcomes such as staffing needs, revenue trends, and market segmentation. Finally, you complete the journey with Prescriptive Analytics, focusing on optimization strategies to recommend the best course of action. You'll solve decision problems involving capital investment and inventory management, gaining hands-on experience in applying prescriptive methods to real-world financial challenges. By completing this certificate, you'll move through the full analytics lifecycle, developing the ability to benchmark analytics capabilities, forecast with confidence, and optimize decisions for greater business value.

Improve decision making with data visualization and BI tools, enhancing financial analysis beyond spreadsheets. Understand how AI plugins & data integration optimize forecasting, budgeting, and real-time reporting.

Learn the core concepts of data analytics and how to conduct a successful data analytics project.

In this course, we'll dive into the world of analytics, equipping you with the skills to assess your clients' analytics maturity and leverage techniques for accurate forecasting. You'll also learn how to spot opportunities where optimization techniques can enhance financial decision-making. We'll cover the essentials, from understanding analytics fundamentals to exploring descriptive analytics methods like text mining, multidimensional clustering and statistical outlier detection. This course is part of a training series that introduces CPAs and financial professionals to descriptive, predictive, and prescriptive analytics, covering analytics benchmarking, forecasting methods and optimization for decision-making in capital investment and inventory management.

In this course, you will develop the skills to assess the analytics maturity of client organizations, effectively utilize analytics techniques for forecasting, and identify opportunities for optimizing financial decision-making. We will delve into the concept of optimization, covering the setup and solving of optimization problems. You will also learn how to optimize capital investment decisions using decision trees and enhance inventory management by implementing reorder points and safety stock. This course is part of a training series that introduces CPAs and financial professionals to descriptive, predictive, and prescriptive analytics, covering analytics benchmarking, forecasting methods, and optimization for decision-making in capital investment and inventory management.

Data analysis basics are decoded as you learn how data analytics can help you and your organization succeed in the modern business environment.

Learn the data cleansing skills and processes necessary to ensure the integrity and quality of your data and why it's essential for accurate analysis and reporting.

Discover your own communication style as well as best practices and tools you can employ to enhance your data communication and storytelling skills.

Finance and accounting professionals must apply a disciplined, decision-first approach to using data under uncertainty. David Schlosser, PhD, Senior Advisor at Velocity Advisory Group, presents a practical system for making defensible, data-driven decisions—addressing cognitive biases, data quality and controls, and decision governance. He emphasizes when data is "good enough," how to avoid analysis paralysis, and how to align measurement, accountability, and documentation to support sound judgment and audit-ready decisions.

Finance and accounting professionals striving to be data-driven must distinguish between informed judgment and data overload to improve decision quality and defensibility. David Schlosser, Senior Advisor at Velocity Advisory Group, outlines a decision-first framework that clarifies options, assumptions, and guardrails, emphasizing bias awareness and "good enough" data aligned to risk. He also highlights accountability, governance clarity, and structured documentation to strengthen outcomes without sacrificing control.

Discover hidden relationships and opportunities to improve financial performance. Learn how to analyze what's happened and forecast what may happen.

This four-part certificate will cover requirements gathering, data profiling and collection, data cleansing, and data mining and modeling.

Enhance your understanding of data sources and learn how to identify and collect the right data to meet the objectives of your data analytics project.

Learn how to use data visualization best practices to communicate effectively and influence effective decision-making.

Learn how to turn data insights into action by building a compelling narrative that meets the needs of your audience and drives effective decision-making.

Data Visualization is part science and part art, from understanding why our brains process color more quickly than a table of numbers, to making use of white space and keeping visuals on brand. There are many facets to this exciting field. Mastering them will help you deliver exceptional visuals that deliver clear messages and build your credibility.