CPE Catalog & Events

Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication, and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment, and retention forecasting, and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring, and a high-level implementation roadmap with metrics to evaluate quality of hire, performance, and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares accounting and finance professionals to assist their clients with worker classification audits, and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits — Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program.

Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, IRS filing issues, and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.