CPE Catalog & Events

This course provides an overview of the four types of intellectual property and the potential damages associated with infringements of each type.

Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.

The CFF Learning Pathway covers essential topics that will help you on your journey to earn the Certified in Financial Forensics (CFF®) Credential.

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you'll learn how to transform static spreadsheets into dynamic, decision-enabling reporting.

CFO Reporting Re-Imagined is a four-module program that transforms traditional financial reporting into a modern, AI-driven process.

In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you'll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today's executives expect.

In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you'll explore how to uncover powerful operational insights by combining Excel's reporting tools with Gen AI support.

In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you'll move beyond spreadsheets full of numbers and examine visuals that drive decisions.

Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door.

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.