CPE Catalog & Events

Business strategy comes from internal and external forces. A formal and planned strategy approach implies that, during the analysis and evaluation of strategic options, every possible strategic option is considered. For some organizations, this is not practical, and various alternative approaches are practiced. In this course, you will learn how to set a formal strategic process as opposed to having an informal (or freewheeling) plan.

ASC 842 reshaped lease accounting—but technical compliance alone is not enough. In this course, Bill Harter brings lease accounting into practical focus, exploring how to identify a lease, measure right-of-use assets and liabilities, and navigate remeasurements, modifications, and classification changes. Participants will also examine common implementation pitfalls and process breakdowns, gaining actionable insights to strengthen controls, improve cross-functional coordination, and maintain precision in real-world lease accounting.

The current litigation explosion has created tremendous interest in asset protection. Not only does this area involve financial and estate matters, but it also directly affects tax planning. This course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

This course discusses accounting for assets of not-for-profit entities (NFPs).

Be an Audit Hero: Solve Fraud with Red Flag Mania's Challenge! Calling all lifelong learners and audit enthusiasts! Red Flag Mania's Audit Challenge is your chance to step into the shoes of a real-world auditor and put your skills to the test in a thrilling, self-study program. This interactive experience throws you headfirst into a realistic fraud case. Become a detective of internal controls as you: Hunt down the culprit: Utilize your investigative techniques to identify the perpetrator behind the fraud. Test internal controls: Assess the effectiveness of a company's safeguards and pinpoint weaknesses that allowed the fraud to occur. Upskill yourself: This self-study program turns you into an auditor, cracking a real-world fraud case. Hunt the culprit, test controls, and build trust. Game-based learning sharpens your audit & investigative skills. Enroll now! This course is produced by Red Flag Mania. Want the full experience? Purchase the  When We Prey Bundle !

The three-statement financial model forms the foundation on which many other models and analyses are built, and constructing a three-statement model is a critical skill for many roles in accounting and finance. In this course, we will cover the most common errors and issues that cause a three-statement model to be out of balance. We'll show how to correctly find and fix these issues using error-checking best practices. We'll also build some common error checks that can be used to quickly diagnose issues.

This 2-hour session is designed to provide participants with a solid understanding of the important judgment calls that are made before the audit engagement even begins.

This 2-hour session focuses on the initial information that is gathered and important conclusions that are reached at the onset of engagement planning and the performance of certain risk assessment procedures.

This 2-hour session focuses on important internal control considerations.

This 2-hour session focuses on how to appropriately identify, evaluate, document and respond to risks of material misstatement due to either fraud or error in order to effectively and efficiently design the nature, timing and extent of further audit pr

This 2-hour session focuses on performing the substantive audit procedures outlined in the detailed audit plan. Common deficiencies in performing and documenting these further audit procedures will be discussed.

This 2-hour session focuses on how to properly fulfill the requirements for identifying, evaluating and communicating internal control deficiencies identified during the course of the financial statement audit.

This 2-hour session emphasizes the key activities that ensure that appropriate quality control procedures were performed on the financial statement audit.

An audit is an examination of a charitable nonprofit's financial records, accounts, business transactions, accounting practices, and system of internal control by an independent auditor.

You'll learn specific considerations for auditing digital assets, including client acceptance and continuance; risk assessment processes and controls; and laws, regulations and related parties.

Toby Groves, founder of Cognificent Learning, explores how cognitive psychology shapes judgment and decision-making in auditing and other high-stakes professions. Drawing on his background as a CPA and psychologist, he explains how stress, bias, situational awareness, and overreliance on technology—including AI—affect audit quality and ethical outcomes. Groves emphasizes operational definitions, metacognition, and deeper engagement with information to strengthen professional judgment under pressure.

Employee benefit plan audits are examined to help you understand the intricacies of EBP planning, reporting and compliance with applicable auditing standards.

This course is for audit professionals with audit experience with HUD (Housing and Urban Development) assisted projects such as Multifamily Housing projects. The course will include a discussion of the most commonly encountered HUD programs with audit requirements, the audit standards that apply to such audits, a review of the various compliance requirements that are common to HUD programs. We will identify common substantive and control testing audit procedures that apply to audits of multifamily housing projects, and the audit reporting requirements under both the HUD Audit Guide and the Uniform Guidance.

Auditing deferred income taxes is explained for experienced in charge and senior auditors.

Experienced in charge and senior auditors can expand their knowledge of auditing estimates and fair values.