CPE Catalog & Events

A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

Why is business continuity management important? In a time of global disruption, business continuity management is more important than ever in order to protect businesses from irreparable harm. Of small businesses, 48% are operating without any type of business continuity plan, but 95% indicated they felt prepared to handle a business disruption, according to a Travelers Insurance survey. More than ever before, business continuity planning has become an integral part of business resilience and is essential to any organization's long-term success. How does business continuity management affect your role? Business continuity planning and business impact analysis will help you and your clients stay competitive. How can we help? This CPE course will cover the steps needed to implement a comprehensive business continuity plan - including business impact analysis - to ensure resilience, even during a crisis such as a global pandemic. Gain a competitive edge and ensure that business operations continue even during times of crisis.

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Calculating the amount and type of business damages is a difficult and exact science. There are various methodologies, types of matters, and contexts in which business damages should be calculated. Through narration by an industry subject matter expert and practical scenario-based exercises, this CPE course examines the appropriate methodologies to employ when calculating damages and identifying the factors that affect the business damages calculation. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Be ready for the new value creation game Learn strategies to achieve value creation for your organisation. In a dynamic market, understanding the critical elements of ecosystems, analysing how the elements interact, and utilising the CGMA business model framework will create and deliver values. Learn how strategic planning focusses on various planning frameworks to help develop organisations' action plans to achieve their goals. Value add topics Organisations' ecosystems Porter's Five Forces The political, economic, social, technology, environment, and legal (PESTLE) framework CGMA business model framework. Gain practical experience The exercises use real-world examples and are designed to equip you with the skills to evaluate business performance. Acquire a deeper understanding of the business modeling implications of your business. 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

Generate value Business model frameworks are intended to be used at the board level to improve decision making and enhance understanding of how the business creates value. This course focusses on various types of business models that can be implemented or operationalised to generate value, including digital business models that are causing a disruption in digital ecosystems. Acquiring new skills to demonstrate your proficiency Business models and competitive strategy Business ecosystems Digital business models Strength through core competencies This course will give you the tools to successfully strive through necessary changes to your organisation to strengthen its position. The practical hands-on exercise uses real-world examples and is designed to give you real-world knowledge to drive business success. 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.

How can you add value to your business? Financial management is fundamentally about creating and managing value, the importance of what "value" is, and knowing what drives it. In this course, you will learn how to use financial statements to value a business, the differences between a share value and a share price, and how "risk" can be measured for an investment. Value added topics Earnings based valuation Asset based valuation Intangible Assets Stock market efficiency How risk influences return CAPM Gain experience with detailed exercises The practical hands-on exercises use real-world examples and are designed to give you insights into business valuation and acquisitions and to help you get a deeper understanding of the variables in business valuation to make the right decisions. 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.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides an overview of the four types of intellectual property and the potential damages associated with infringements of each type. It includes an introduction to the laws governing intellectual property and guidance for calculating infringement damages for each type of intellectual property. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.. How do I treat a property transaction? This course will help you answer this question by focusing on understanding capitalized costs and depreciation and learning about the IRS cost and repair regulations dealing with property transactions so you can help your clients gain significant tax savings. Tax professionals will also learn about the rules for depreciation, amortization, like-kind exchanges, involuntary conversions, business property sales, and important property-related timing issues and planning opportunities. Course materials include the latest legislation, including the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law, as well as the technical correction issued in the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This course provides CPE credit in the Tax field of study.

Understand capital market fundamentals Focus on a comprehensive overview of equity finance and debt finance content. Learn about how equity finance can be raised through a stock market and how the debt market facilitates the trading. Gain practical knowledge about the procedures of issuing shares and the ways in which a company can borrow from a bank. Understand decision-making process by focussing on the appropriate financing method to remain a long-term, viable going concern. Create a better understanding of how the capital markets are structured and which financing source may be best suited for your company. Acquire new skills to demonstrate your proficiency Characters and sources of debt finance Capital markets and their functions Advantages and disadvantages of equity finance Methods of issuing shares and IPO process Difference between bond and bank borrowing Gain practical experience Use case studies and scenarios to evaluate business performance and get a deeper understanding of various ways to improve the business performance and align with organisational goals. 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.

Valuable tools in perpetuity Gain the skills used by the finance function for project appraisal, investments analysis, and capital planning. See use cases on finding the relevant costs and benefits for a potential capital investment project. Learn new topics to demonstrate proficiency. Annuities Appraisal techniques Cash flows Put theory into practice. Real-world exercises will give you the confidence in applying investment decisions while considering all company objectives. Some capital investment projects continue over a significant number of years or may even have cash flows that occur indefinitely. This course will provide you with the tools to evaluate all options for continued growth and success. 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.

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program. To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software. In this audiovisual CPE course, Tom Tillery covers: The time value of money Cash management strategies The creation of the personal financial planning client's spending plan Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.

Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door.

Evolve through change Change, just like any activity, whether it is incremental or transformational, needs management and proper leadership. Change process models provide a simple, linear expression of the stages of the change process. This course looks at how culture can have an influence on what we should be changing, as well as how we go about making changes. Acquiring new skills to demonstrate your proficiency Change management process Leadership styles and charge roles Force field analysis Strength through core competencies Learn to successfully drive changes to your organisation to strengthen its position. The practical hands-on exercise uses real-world examples to enable you to drive business success. 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.

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. As the personal financial planner, you must have a clear understanding of the terminology associated with charitable giving and a broad knowledge of the charity "industry" to educate your clients and help them fulfill their altruistic desires while, at the same time, making tax? and estate-wise decisions. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers: Charitable transfers Charitable trusts Charitable planning vehicles applicable to estate and gift planning This course also covers IRC Section 170, which allows for a deduction from income for any qualified charitable contribution made within the taxable year. This section of the IRC, as well as its enforcement, has become the genesis for an entire industry. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

Data-driven decision-making Learn how to manage big data and enable data-driven business decisions, so you can add value to your business and clients. Meet your professional data management goals at your own pace, at times convenient to you, through engaging, online explanations of business intelligence, data management, and analytics subject matter, as set forth in the CITP Credential Body of Knowledge. Gain new skills Learn new skills - or enhance your existing competency - in key areas Data management Data analysis & reporting Business intelligence management Maintain your existing CITP credential If you already have a CITP credential, you can earn CPE credits needed to maintain the CITP credential. Bonus optional application exercises help apply the learning in real-world scenarios - but note that this bonus material is strictly for your enhancement and does not provide CPE credit. CITP exam preparation Get a leg up on CITP exam preparation by learning essential skills and competencies from the business intelligence, data management & analytics module (Module II) of the CITP Credential Body of Knowledge, which accounts for 20% of the subject matter covered on the CITP exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out two additional modules. CITP Learning Pathway: Information Security & Cyber Risks (Module I), which emphasizes Information security governance Cybersecurity risk management SOC for Cybersecurity IT Governance Risks & Controls (Module III), which emphasizes IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting To build essential competencies in all three modules of the CITP Credential Body of Knowledge, check out the CITP Learning Pathway Bundle, which covers the comprehensive CITP Credential Body of Knowledge. As a bonus, the bundle includes a complimentary CITP Credential Exam! Disclaimer: These courses have been bundled to cover the CITP Credential Body of Knowledge. This bundled learning includes education that has been extracted from existing AICPA learning products. As such, the module references in their titles are specific to the original learning product and does not reflect the order in this bunded learning product.

Defend against cybersecurity risks Develop a robust strategy to assess cyber risk, detect threats, and plan for recovery in the event of a breach in your business. Meet your professional cybersecurity goals at your own pace, at times convenient to you, through engaging, online explanations of information security and cyber risk subject matter, as set forth in the CITP Credential Body of Knowledge. Gain new skills Learn new skills - or enhance your existing competency - in key areas Information security governance Cybersecurity risk management SOC for Cybersecurity Maintain your existing CITP credential If you already have a CITP credential, you can earn CPE credits needed to maintain the CITP credential. Bonus optional application exercises help apply the learning in real-world scenarios - though note that this bonus material is strictly for your enhancement and does not provide CPE credit. CITP Exam prep Get a leg up on CITP Exam preparation by learning essential skills and competencies in the areas of information security and cyber risk (Module I) of the CITP Credential Body of Knowledge, which accounts for 40% of the subject matter covered on the CITP Exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out IT Governance Risks & Controls (Module III), which emphasizes: IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting

Manage technology risks Keep your skills ahead of the curve by learning about governance, risks, and controls with emerging technology. Meet your professional IT goals at your own pace, at times convenient to you, through engaging, online explanations of IT governance, risks, and controls, as set forth in the CITP Credential Body of Knowledge. Gain new skills Learn new skills - or enhance your existing competency - in key areas IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting Maintain your existing CITP credential If you already have a CITP credential, you can earn CPE credits needed to maintain the CITP credential. Bonus optional application exercises help apply the learning in real-world scenarios - but note that this bonus material is strictly for your enhancement and does not provide CPE credit. CITP exam prep Get a leg up on CITP exam preparation by learning essential skills and competencies in the areas of IT governance, risk & controls (Module III) of the CITP Credential Body of Knowledge, which accounts for 40% of the subject matter covered on the CITP Exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out CITP Learning Pathway: Information Security & Cyber Risks (Module I), which emphasizes Information security governance Cybersecurity risk management SOC for Cybersecurity

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. Owners of closely held businesses have unique estate planning considerations that should be addressed by the personal financial planner. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers planning strategies and documents related to closely held business estate planning issues. This course features specialized knowledge areas including: Special use valuations for real property used in a farm or closely held business Family succession planning Business continuation agreements Buy-sell agreements This course also covers continuation agreements to prevent familial disputes and to ensure continuity of the business. Many continuation agreements contain provisions for the orderly transfer of ownership interests at disability, retirement, or death. As the personal financial planner, you should have a working knowledge of these agreements, so you can provide reasoned recommendations to your clients. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

The course will cover the basic requirements for performing preparation, compilation and review engagements under the current SSARS standards including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. The session will highlight common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a firm's peer review. The discussion will highlight the key issues to consider during your upcoming SSARS engagements and will incorporate quality control recommendations and tips for performing high-quality SSARS engagements.