CPE Catalog & Events

Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency.

By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.

Stay current on significant developments affecting Single Audits with this focused update on recent regulatory and professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million and other changes impacting audit planning and execution. The course also examines Appendix B of the 2025 GAS/Single Audit Guide issued by the AICPA, highlighting updates that affect audit efficiency and compliance considerations. In addition, participants will receive updates on recent guidance issued through Office of Management and Budget (OMB) memoranda, as well as reporting-related changes, including the transition from the Federal Audit Clearinghouse's prior systems to SAM.gov-based reporting. This course is designed to help auditors understand how these developments affect Single Audit requirements and what to watch for as expectations continue to evolve.  

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.

"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.

U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.

This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities, with a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed. This course does not qualify for IRS credit.

This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.

Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.

Understanding the principles and practices of compensation is essential for creating a motivated and satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness and engagement in HR practices. This program is designed for HR professionals and business leaders seeking to enhance their compensation strategies.

Numbers and especially the digits within those numbers can conceal a lot of information.  Benford's Law and other digital analysis techniques can be the keys to unlocking that information.  This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data.  Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques.  But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators.

This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.

For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it’s a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management. This offering is more than just a learning experience; it’s an investment in one’s professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.  

This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. 

You don’t need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts for creating, editing, and utilizing Excel content. Participants will learn how to use Excel’s menus and other functions to craft Excel workbooks. Because this course is designed for newer users, we intentionally offer a broad overview of Excel’s numerous capabilities with in-depth coverage of selected resources tailored for non-accounting applications.