CPE Catalog & Events
AI Update: Chatbots, Prompt Query & Useful Tools 2024
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Webinar
2.00 Credits
Member Price: $49
How Major Artificial Intelligence languages have changed recently in what their uses are. New developments in Chatbot and Prompt Query Tools for CPA and other non-tech professionals to use. Major Artificial Intelligence breakthroughs over the past 6 months. Suggested best AI tools for CPA's to use in their profession.
2024 Accounting Update in a Post COVID-19 World
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Webinar
2.00 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management
Defining Where and Why Internal Controls are Needed 2024
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Webinar
2.00 Credits
Member Price: $89
Control design basics Areas or segments of an enterprise to control Controls to reduce risk Controls to drive operations
Surgent's The Accountant as the Expert Witness
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Webinar
2.00 Credits
Member Price: $99
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
Tax Implications of Cryptocurrency
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Blockchain basicsClassification of cryptocurrencyIRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.Gift tax rules for donating, gifting or bequeathing cryptocurrency.Traps for the unwary.
K2's 2023 Mastering Advanced Excel Functions
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Webinar
4.00 Credits
Member Price: $129
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Webinar
4.00 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Deep Dive Into Common Auditing Deficiencies
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
Audit 208: Audit Reporting Basics - Report Issuance Process
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Objective of financial reporting and Inter-relationships of financial statements and disclosuresSpecial purpose framework financial statements and the impact on auditsTypes of audit reports, including reasons for modificationFinancial statement drafting and issuance processPerforming a final quality control check before report release
Common Financial Statement Disclosures
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Webinar
4.00 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Small Firm Update | Free for ISCPA members
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Webinar
0.00 Credits
Small firm finance trends Common pitfalls Best practices used across the country Q&A session
HR Guide to Evolving Business Strategy, Finance and Development
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Webinar
1.00 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1
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Webinar
1.00 Credits
Member Price: $39
Employment Data Talent Strategy
2024 Common Deficiencies in Employee Benefit Plans
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Webinar
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs
Ethics in Today's World and Practical Application Tips
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Webinar
2.00 Credits
Member Price: $85
Explore a time-line of business ethical issues and understand the "why's around their occurrence" Evaluate ethical theories Explore risk factors for identifying ethical situations Practical tips for profiling and dealing with ethical culture Practice you knowledge with real-life ethical scenarios
Accounting Fraud & Embezzlement: Case Studies from the Trenches
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Webinar
2.00 Credits
Member Price: $79
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Webinar
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Planning in an Uncertain World
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Webinar
2.00 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Introduction to Single Audit
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Webinar
2.00 Credits
Member Price: $79
Compliance Federal Funds Single Audit