CPE Catalog & Events

With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider, and many alternatives to obtain tax benefits and meet our clients' objectives.

Michael Hoose, CPA and Director at Cherry Bekaert, discusses ASUs effective for 2024 and 2025 across private and public entities. He covers debt conversion options, EPS computations, asset and liability valuation under ASC 606, and portfolio hedge accounting. Topics include supplier finance, common control leasing, insurance contract assumption updates, fair value measurements, tax credit amortization, joint venture accounting, crypto asset reporting, and income tax disclosures.

This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools.

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

Client Advisory Services (CAS) is broken out into three levels: accounting, controllership, and CFO-level services. In this Level 1 learning path, we’re getting down to the basics of how to execute accounting-level services. We cover key concepts of accounting theory, how to record journal entries, how to complete the month-end close process, and best practices for understanding financial statements and communicating financial insights to your clients. We even take a sneak peek into Level 2 services with an introduction to budgeting and forecasting. Mastering accounting-level services is the basis for escalating to Level 2 and 3 and becoming a full-suite trusted advisor for our clients… So let's get started!Episodes in this learning path include:- CAS Episode #1: Introduction to Client Advisory Services- CAS Episode #2: Accounting & Financial Statement Basics- CAS Episode #3: The Month-End Close Process- CAS Episode #4: Financial Statement Analysis- CAS Episode #5: Introduction to Budgeting- CAS Episode #6: Introduction to Forecasting- CAS Episode #7: Sales Tax for CAS PracticesAfter purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.

Client Advisory Services (CAS) is broken out into three components: accounting, controllership, and CFO-level services. In this Level 2 Learning Path, we take a deep dive into accounting-level services through transaction accrual accounting. In conversation with leaders in the CAS industry, we walk through select financial statement accounts that have specific nuances and complexities when booking their related accruals and share best practices for CAS teams.Episodes in this learning path include:- CAS Level 2: Episode #1 - Working Capital Accruals- CAS Level 2: Episode #2 - Fixed Asset Accounting- CAS Level 2: Episode #3 - Payroll Process- CAS Level 2: Episode #4 - Debt Accounting- CAS Level 2: Episode #5 - Inventory AccountingAfter purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.

We'll make the case that all professionals—and leaders in particular—must make developing others a top priority. The course will address the difference between coaching and mentoring as methods of developing others and will offer several specific tips for effective coaching and successful mentoring programs. Originally presented June 6, 2015. Note: There is a minimum passing rate of 70% for this course.

You'll learn the differences between coaching and mentoring to help you improve performance.

In this course, you'll uncover the ten most common financial statement mistakes nonprofits make — and how these errors can jeopardize compliance, transparency, and your organization's credibility. You'll learn practical policies and procedures to spot, prevent, and fix these pitfalls, helping you boost the accuracy and reliability of your financial reporting. Walk away empowered to strengthen your nonprofit's financial health and build lasting trust with stakeholders. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

Today's competitive, complex business environment requires CPAs to be strong communicators. Listen and learn how to communicate your position effectively. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including "empathy," "ego," and "needs." Summarized topics covered through a series of mini-case studies. The webinar was originally broadcast on May 3, 2017.

Comprehensive training your staff needs to be able to perform compilation and preparation engagements consistently and accurately.

The course will cover the basic requirements for performing preparation, compilation and review engagements under the current SSARS standards including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. The session will highlight common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a firm's peer review. The discussion will highlight the key issues to consider during your upcoming SSARS engagements and will incorporate quality control recommendations and tips for performing high-quality SSARS engagements.

Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions.

An in-depth and comprehensive review of the topics covered on the CITP exam.

This course provides an explanation of the professional standards that govern investigative interviews and the methodical approaches and investigative techniques a forensic accountant should take to effectively perform these interviews.

No team or organization is perfect, and we all experience conflict in our professional lives. How we manage conflict determines whether or not it ultimately helps or hurts our work. Learn how to tackle conflict positively by understanding sources of conflict, the damaging effects of unchecked negative conflict, how to react when conflict is directed at you, how to mediate when others experience conflict and how to create needed positive conflict. The webinar was originally broadcast on July 18, 2016. Note: The minimum passing rate for this course is 70%.

Family law and estate disputes can be difficult. You'll learn key considerations to better help clients in these types of litigation services engagements.

Forensic accountants often help clients with mergers and acquisitions (M&A). You'll gain an understanding of the critical roles forensic accountants can play in M&A transactions and disputes.

Contracts are the backbone of the construction industry but also a significant source of financial risk. This session will focus on risk management strategies for contract negotiation, delivery method selection, preconstruction services, change orders, and retainage policies. Learn how CPAs can help clients minimize financial exposure and enhance documentation transparency.  This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.