CPE Catalog & Events

Strong internal controls are the foundation of financial integrity and operational efficiency. In this interactive two-hour session, finance professionals will explore best-in-class internal control frameworks and leading practices to mitigate risks, enhance compliance, and improve organizational performance. Participants will gain insights into designing, implementing, and monitoring internal controls that align with regulatory expectations and industry standards. This course will provide real-world examples and practical strategies to strengthen controls in key financial processes, ensuring a culture of accountability and transparency.

Sip and socialize with the Volusia County Chapter Join us for an evening of exceptional wines, great company and meaningful connections. Total Wine's expert will guide you through some of Italy's most celebrated wine regions, sharing the rich history, traditions and unique characteristics behind each pour. Whether you're a seasoned wine enthusiast or simply looking for a fun night out, this is the perfect opportunity to sip, learn and connect. Meal DescriptionLite bites will be provided to accompany the wine.   Registration ContactName: Ivelisse BarnesEmail: Ivelisse@ficpa.org Member: $25Non-Member: $40   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 244-2727.

Leadership is not one-size-fits-all. Effective leaders understand that different situations, team dynamics, and organizational cultures require different approaches. This course introduces ten distinct leadership styles and examines how each can influence team performance and organizational success. Participants will explore the characteristics, strengths, and potential limitations of each leadership style. The course encourages self-reflection to help leaders recognize their own tendencies while identifying opportunities to adapt their approach when circumstances require it. Emphasis is placed on practical strategies for engaging teams, strengthening communication, and building leadership capacity across the organization. Designed for current and emerging leaders, this course provides tools to better align leadership approach with team needs and organizational objectives.  

The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Prior to the COVID-19 pandemic, telework in state and local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work and are reevaluating hiring practices to offer more telework and hybrid work options, not simply as a result of an emergency. This course will review various telework options and best practices for success. 

Loans, rental agreements, business combinations - what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. This course does not qualify for IRS credit.

Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Recent research shows that emotional intelligence is twice as important as IQ in the development of business leaders. But what's the difference between emotional intelligence (EI) and manipulation? This course is designed to help you understand how EI is linked to leadership success. You'll learn how to assess your own emotional intelligence and how to identify the negative consequences of unmanaged emotions. You'll learn techniques that will improve your self-awareness, self-control, and self-motivation and you'll create a plan that increases your EI so that you can achieve optimal results in your relationships with others.

Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.

Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Mastering finance with strategic insights Management accountants drive strategic directions and enhance operational efficiency. You'll learn how to integrate nonfinancial data into reporting and use scenario planning to evaluate business outcomes. Blending financial smarts with nonfinancial data Effective communication is crucial for conveying messages and handling crises. You'll explore various ways to enhance your understanding of effective communication, including: Transforming routine reports into comprehensive scenario analyses to highlight alternative business futures, influencing decision-making processes Improving effective communication skills to convey insights and analyses clearly Why sustainability matters in financial planning Integrating sustainability into financial planning is critical and beneficial for the business. Driven by evolving regulations, discussions focusing on transparency, consistency and trust in sustainability reporting are crucial in the modern business environment. You'll learn more about the sustainability considerations relevant to your business.

This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting all business entity types, including S corporations, Partnerships, C corporations and Sole Proprietorships. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.

Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.

This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.

In today's fast-paced environment, keeping up with the latest accounting and auditing requirements for governments and nonprofits can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments and nonprofits. Using a highly illustrative and innovative format, the course features over 25 focused exercises to strengthen your working knowledge and ensure you leave prepared to apply the latest accounting and auditing standards with confidence.

ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply 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 following along with the presenter to apply the features of ChatGPT on your computer. Practice files will be provided so you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The workplace is shifting rapidly, and HR professionals are at the center of it all. The next four years will challenge us to embrace courageous leadership, strategic vision, and continuous learning. Here's the reality: " We're stressed, overworked, and often under-resourced. " The job market for HR professionals is more competitive than ever. " Aligning with organizations that share our values is non-negotiable. " Agility and the ability to lead change are critical. We cannot solely depend on our employers to rise to the occasion.  This is our moment to rise.  Join our Founder & CEO Anthony P. Howard on how we can empower ourselves and each other in 2025. Together, we can lead the future of HR. How are you stepping into courageous leadership this year? Bring the discussion to the event!

Creating a culture of safety in a workplace requires attention in many different areas.  We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone.