CPE Catalog & Events

What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop course. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time to learn how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

This course focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. We will review what you learned in "Power BI - Go Beyond PivotTables with Power Pivot" and take your calculations to the next level using advanced DAX formulas. You will learn over 20 DAX functions that will allow you to perform calculations that were not possible with standard Excel. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data like: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. You will also learn the DAX calculation process in order to proof and validate your calculations. We will be using Power Pivot to create our DAX calculations, however, the process is very similar in Power BI Desktop and the functions and formulas are identical. If you are using Power BI Desktop, you should be able to follow along and learn how to create advanced calculations. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This class does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail - the inability to get the correct data. This class focuses on using Power Query (Get and Transform) to clean, shape and transform your messy data while still allowing you a one-click refresh. We will review various data issues including appending files, combining multiple files from a folder, adding custom columns, unpivoting data, creating a lookup table, and much more. This session is presented using Excel 2019. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

This program will introduce useful features of Excel, with a focus on workbook structure, navigating within workbooks, understanding how to use formulas, formatting, and other introductory concepts.

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track. Many not-for-profits (NFPs) engage in strategic partnerships or ventures with other organizations. Working together, organizations share their strengths and achieve economies of scale. Because these relationships can take many different forms, half the battle is identifying which relationships will require entities to present consolidated financial statements. The other half is applying the unique reporting standards to these transactions to successfully prepare a set of consolidated financial statements. This CPE course offers you detail-rich examples and case studies that will help you understand when and how to prepare consolidated financial statements. Included in the course resources are two flow charts that will assist in determining if consolidation is required, as well as various financial statement examples. Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).

This course is part of the IFRS Certificate Program - a comprehensive, integrated curriculum that will give you the foundational training, knowledge, and practical guidance in international accounting standards necessary in today's global business environment. This self-study course addresses requirements of IAS 1, Presentation of Financial Statements, and IAS 10, Events After the Reporting Period, including the following: The objective, structure, and content of financial statements Overriding concepts such as fair presentation, consistency, materiality, going concern, accrual basis, and offsetting The statement of financial position, including line items The statement of profit or loss and other comprehensive income, including line items and classification The statement of changes in equity Notes and comparatives Adjusting and nonadjusting events after the reporting period and related disclosures This course includes interactive learning elements, video content, and real-life application through case studies. Note: Individual courses purchased within the last year can be applied toward the purchase of the IFRS Certificate Program. Find out more.

Get up to speed on the new and revised ethical requirements that have been adopted recently or were being proposed or considered at the time the course was developed. Designed in an inventive and creative way, this self-study CPE course provides a refresher on important ethics requirements to ensure your services are performed with integrity and objectivity, and, where required, independence. Developed to incorporate personal, targeted, and innovative elements in one format, this course features: Exercises Illustrative graphics Interactive case studies This course also looks at PEEC, which adopted three revised interpretations and one new interpretation in the code this year. Note: Many states do not accept this AICPA course to meet the ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which Ethics course is required for your license.

Ethical accounting is nonnegotiable Honesty, objectivity, and professional conduct are crucial components of the accounting and finance profession. Understand the fundamentals of ethical accounting, including how to: Objectively view and analyze ethical matters Apply the AICPA independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Adhere to the AICPA Code of Professional Conduct and apply the code's conceptual framework Along with the AICPA Code of Professional Conduct, you'll learn about: Independence rules from regulators, including the SEC and PCAOB Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance Last but not least, you'll learn when to apply the appropriate ethics rules when you provide professional tax services. Appropriate ethics rules could entail AICPA Code of Professional Conduct Statements on Standards for Tax Services U.S. Treasury Department's Circular No. 230; Internal Revenue Code (IRC) provisions applicable to federal tax practice. IMPORTANT NOTICE ABOUT YOUR CPE CREDIT: Many states do not accept the AICPA course to meet the ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which ethics course is required to earn your license. If you are taking the course for licensure you must pass with a score of 90 percent or higher to qualify towards earning your CPA license. If you are taking the course to maintain your existing license you must pass with a score of 70 percent or higher. Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure) is offered online. To purchase the version of this course for licensure, go here.

This CPE course is included in the comprehensive Not-for-Profit Certificate I Program. It can also be purchased individually or as a part of the Not-for-Profit Accounting and Financial Reporting track. Some not-for-profit organizations (NFPs) provide benefits to their constituencies in the form of programmatic investments such as loans, equity interests, and guarantees. For the NFP investor, the principal benefits are the achievement and sustainability of the mission-related program. In this CPE course, you will learn about the core considerations for accounting and reporting of various types of programmatic investments. You will have an opportunity to work through some real-world scenarios. Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).

Counter the erosion of trust Find ways to create a culture of trust and rebuild where it has eroded, because distrust is bad for business. Learn how to grow and maintain business relationships, which is crucial to realize your business's full potential. Recognize red flags regarding trust and reputation, and learn whether the culture of your organization is at risk, which could ultimately endanger its effective functioning. Dealing with trust in tumultuous times Discover questions to consider for future conversations about business changes to help strengthen trust in a crisis and tips on how to repair trust. Drive performance and success Learn about initiatives to build trust with specific stakeholders, which will help drive success. Using up-to-date research and examples, uncover how to build long-term value for your business. This course provides 1.5 hours of CPE credit in the Business, Management and Organization field of study.

This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction.

Save when you buy the complete Tax Staff Essentials, Level 3 online bundle. Develop your knowledge of real estate taxation Develop your knowledge of real estate taxation. Learn more about real estate, such as passive activity limitations, like-kind exchanges, involuntary conversions, and Section 1237. With this knowledge, you can avoid mistakes related to these provisions and ensure that your clients receive the most current tax planning and saving strategies for their tax plans.

A comprehensive learning approach. Frauds in governments are as unique as government entities themselves. In this self-study course, you will learn about real-world government fraud, including cyber fraud, and your responsibilities when dealing with government. Analyzing several unique frauds that occurred in the sector, this course offers a comprehensive learning approach using examples, explanations of audit standards, and informative case studies.

Recognize red flags. Due to the nature of NFPs, fraud may be more common than it seems. Learn how to recognize red flags of fraud, including cyber fraud. This self-study course offers a comprehensive learning approach using real-world examples, explanations of audit standards, and informative case studies that analyze several unique frauds which occurred in the NFP industry.

At its height, LIBOR was the benchmark for over US $350 trillion in financial contracts worldwide. Yet, due to concerns over the manipulation of the rate, standard setters determined that LIBOR should be discontinued. The global response to reference rate reform required financial reporting standard setters to provide practical expedients and exceptions to current modification guidance. This course will provide an overview of the standards issued (including amendments) from both the FASB and GASB to address the transition away from LIBOR.

Short-term decision-making is vital in any business. This course introduces several techniques used for short-term decision-making as well as relevant costs and revenues for decision-making. By identifying the optimal production plan when resources are limited, you can determine the most effective course of action that will drive company flexibility and success. Value added topics: Factors for short-term decision-making Relevant cost and revenue Product mix decisions Gain practical experience. The exercises use real-world examples and are designed to equip you with the skills you need to apply advanced costing strategies and acquire a deeper understanding of the decision-making process to assist financial reporting and control. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.