CPE Catalog & Events

This course provides a comprehensive exploration of cost segregation studies from both technical and compliance perspectives, emphasizing what truly distinguishes a high-quality, IRS-defensible report. Drawing from the IRS Cost Segregation Audit Techniques Guide (ATG) and the instructor's experience as a former IRS engineer and Cost Segregation subject matter expert. Participants will gain practical understanding of how to evaluate, perform, and document cost segregation studies. Topics include the fundamentals of cost segregation and depreciation methods, the differences between Section 1245 and 1250 property, and the importance of accurate cost allocations, engineering documentation, and supportable estimates. The course also covers the principal elements of a well-prepared report, common pitfalls that trigger IRS scrutiny, and practical remedies to strengthen study credibility and audit resilience. By the end of this session, tax professionals, engineers, and financial advisors will be equipped to recognize the hallmarks of a quality cost segregation study and avoid costly mistakes in the process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

In this webinar we will explore the powerful concept of splitting data from reports and dig into the mechanics that enable this technique. The key feature discussed is the Tables feature, and the key function discussed is the multiple-condition summing function. We will illustrate these items in a variety of ways, including building crosstab style reports and mapping tables.

Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax research process.

This is part 3 of a 4 part series. In this session, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next, we explore the lookup function, which is designed specifically to retrieve values from PivotTables. The webcast concludes by transitioning to data acquisition techniques, and we'll retrieve data, including stock quotes from perhaps the largest external data source of all, the World Wide Web.

Some companies are "born" great; others change and become great along the way. This seminar will discuss how both new and established companies become great. This seminar benchmarks world class companies to understand the underlying principles that made them great. The seminar begins with key lessons about business start-ups from Paul Hawken, author of Growing a Business, and Guy Kawasaki, author of Art of the Start and Enchantment. Next, the seminar looks at research on existing businesses, beginning with the management classic In Search of Excellence and then focusing on Jim Collins" research presented in Built to Last, Good to Great, How the Mighty Fall and Great by Choice.

This course provides a concise overview of the emerging liability, malpractice, regulatory, insurance, and professional-conduct risks associated with CPAs' use of artificial intelligence. Participants will examine how traditional duties of care, competence, confidentiality, verification, and professional accountability apply when AI is used in accounting, tax, audit, and advisory work. Drawing on developments in the United States, Canada, and the United Kingdom, the course explores documented AI failures, regulatory expectations, insurance coverage gaps, data exposure, and practical controls CPAs can implement to make AI-assisted work more defensible This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that 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 ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don't have to expose your confidential data.

One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.

Excel remains a staple tool for virtually all accounting and financial professionals. In this session, learn about many of the newer features in Excel, along with some you may have overlooked in the past'truly "must-see CPE!?

The Quality Management Suite of Standards was required to be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.

Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting is so complex and examine the relationship between the contractor and the surety, both from an underwriting and a claims perspective. We will also explore what the surety looks for to maximize potential bond credit.

This course explores provisions of Statements on Standards for Accounting and Review Engagements (SSARS) that govern review, compilation, and preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities, and apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying with professional requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.

This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification and assessment methods and IT general and application controls. Business process management and change management will also be discussed.

AI is now built into software that CPA firms already use, and the pressure to have a position on it keeps rising. For most small and midsize firms the question is not whether these tools matter, but how to engage with them on terms that fit a practice built on trust, confidentiality, and professional judgment. This course makes an evidence-based case that professional skepticism is an asset in technology decisions, provided it is aimed at the right target. Drawing on research in trust calibration, human and AI decision making, cognitive offloading, and professional identity, it examines why experienced professionals discount sound algorithmic advice, what that discounting costs in accuracy, and where reasonable caution turns into accidental delay. Participants locate their firm on the AI Trust and Usage Quadrant, apply five trust questions to vendor claims, and review bounded first steps designed to protect independent judgment during a pilot. The course is vendor neutral and recommends no product. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.

Working in accounting and finance offers strong earnings and growth, yet chronic overwork remains the top driver of anxiety and attrition in the profession. Evidence shows that long hours and poor recovery harm both health and output: large studies link greater than 55-hour weeks to higher cardiovascular risk, specific-hour thresholds to productivity drops, and insufficient sleep to eroded performance. At the same time, well-designed flexibility works. A recent randomized trial of a two-days-from-home hybrid schedule improved satisfaction and cut quits without hurting results, and multi-firm pilots of shorter workweeks report lower burnout and stable revenue. This webinar translates that research — along with sector-specific findings on accountants' work-life priorities — into practical tools for financial professionals and their firms. We'll cover how to set evidence-based workload and availability norms (e.g., hybrid cadence, meeting discipline, focused work blocks), build manager habits that reduce stress without sacrificing delivery, and document simple recovery practices (sleep, boundaries, and time off) to sustain peak periods. We'll also address policy design: aligning work styles and responsibilities within teams, metrics that reward outcomes over hours, and how to pilot changes safely. Participants will leave with a concise checklist and templates they can implement immediately.

Employee benefit plan audits present unique compliance and audit considerations that require auditors to remain alert to both recurring issues and evolving requirements. This course addresses current standards and developments affecting employee benefit plan audits while focusing on practical considerations encountered during EBP engagements. Participants will review common compliance issues identified in 401(k) plan audits and considerations related to correcting those issues. The course also covers best practices for audit areas such as participant data, payroll and compensation, contributions and remittances, participant loans, hardship distributions, investments, distributions, investment income allocations, and plan mergers and acquisitions. The program is designed for auditors of employee benefit plans who have basic knowledge of EBP audits and want to review best practices, common compliance issues, and considerations that arise during EBP audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. 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 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 event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.