CPE Catalog & Events

Accountants and other business professionals who work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. In this course, we'll highlight many of the powerful tools found in Excel and provide details on how they are beneficial and used. Topics include data connectivity, advanced functions available for formula creation, Tables and PivotTables, and charting tools. Many proficient Excel users only utilize a limited percentage of the available functionality when they work with spreadsheets, which is like tying one's hands behind his back. This session will help make participants "two-fisted" Excel users!

In this course, you'll learn advanced techniques for Power BI that will help you create sleek and professional dashboards from start to finish, applying each technique directly to several retail data sets. You'll begin by enhancing a set of existing dashboards with better visuals and an improved user experience, then dive into Power Query to build an advanced combine-files-from-folder solution from a blank query. From there, you'll explore dynamic, user-controlled elements in visuals such as legends, colors, axes, and levels of hierarchy. You'll also work with a financial statement Power BI report, which you'll enhance with artificial intelligence to get deeper insights from the data more quickly, and finish by exploring three ways to integrate Python into Power BI to extend its capabilities. By the end of this course, you'll be comfortable executing complex tasks in Power BI and building world-class dashboards more efficiently and with greater flexibility.

This advanced-level course equips financial and forensic experts with the sophisticated strategies and ethical frameworks necessary to deliver compelling and credible deposition testimony in litigation. Taught by Brian Peter Brinig, JD, CPA/ABV, ASA, a nationally recognized expert witness and educator, the course focuses on the pivotal role of expert testimony in the discovery process and how experts can protect their credibility and professionalism under intense scrutiny. You'll explore the dual landscape of legal expectations and professional standards, including key guidance from the AICPA Code of Professional Conduct. Through real-world examples, tactical guidance, and behavioral strategies, learners will understand how to manage deposition settings confidently, communicate effectively with attorneys, and avoid common pitfalls that can undermine testimony. Topics include the distinction between the expert's role and the lawyer's role, pre-deposition preparation, advanced communication techniques, handling difficult questions, and maintaining objectivity. This course is ideal for CPAs, forensic accountants, valuation professionals, and other financial experts who may serve as expert witnesses in legal proceedings. Prerequisite Course: Expert Deposition Testimony 101

Professionals need modern solutions to serve the needs of new and existing clients confronted with complex partnership tax issues.

Upskilling tax professionals on essential topics in partnership taxation.

A look beneath the surface of S corporation taxation, with in-depth discussions of planning opportunities designed for the popular tax form.

This advanced course equips CPAs and financial experts with the skills necessary to excel as expert witnesses in trial settings. Building on foundational testimony principles, you'll learn advanced preparation techniques, strategies for delivering persuasive direct examination, and methods for withstanding the challenges of cross-examination. The program emphasizes courtroom demeanor, communication tactics, tactical defenses, and adherence to professional standards, ensuring that expert testimony is credible, defensible, and impactful.

Intricacies of single audits are unraveled to enhance your knowledge and ability to plan, perform and evaluate single audits in accordance with the Uniform Guidance requirements.

This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and financial professionals must evolve their roles-leveraging AI for smarter budgeting, automated compliance, and real-time auditing. The course highlights the top 20 macro-level AI trends in construction and explores how accounting professionals can align financial systems with operational AI, uphold audit integrity, and prepare for emerging tax and compliance challenges.

This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance, and financial planning-while enabling real-time reporting, fraud detection, and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises.

This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace.

Effective exam preparation can be achieved with this focused overview of key topics in the Global CFF Examination Content Specification Outline (CSO), the AICPA's financial forensics body of knowledge.

This course provides a foundational understanding of employee benefit plans subject to audit under ERISA, helping you prepare to navigate the complexities of 401(k) plans. Explore the basics of ERISA This course offers a thorough understanding of 401(k) plans within the context of the Employee Retirement Income Security Act (ERISA). Your journey starts with an examination of the core objectives and effects of ERISA on 401(k) plans. Unveil the essentials of 401(k) plans Investigate the primary features of 401(k) plans, including eligibility rules, vesting schedules, and definitions of compensation. Learn to recognize the crucial roles and responsibilities of various stakeholders who ensure plan integrity and protect participant interests. Immerse yourself in compliance, contributions, and financial mechanics Understand the importance of the plan document and ERISA compliance, and delve into tax considerations and compliance duties pertinent to the auditor. You'll gain insights into the workings of plan assets, such as contributions, loans, and the variety of investment options within 401(k) plans. Comprehend the complexities of distributions, plan expenses, and fee structures. Navigate the intricacies of 401(k) plans with assurance Grasp the unique financial reporting matters related to 401(k) plans, including Form 5500 and its connection to plan financial statements. Recognize the significance of SOC 1 reports in proving compliance and operational integrity, and understand how ERISA Section 103(a)(3)(C) audits differ from traditional audits. This program is provided through our partnership with the AICPA. After completing this course, you'll receive a certificate and digital badge to showcase your new knowledge in this crucial area.

Implications for the profession For CPAs and finance professionals, sustainability has quickly become a significant topic with profound impacts on the profession. Acknowledging the importance of sustainability issues in today's business environment is the first step toward adapting to the changes brought about by the increasing demand from stakeholders for sustainability information from businesses. Foundations of sustainability issues You'll delve into sustainability issues and opportunities to develop a high-level understanding of the key topics, including: The three pillars of sustainability Key bodies that have created appropriate reporting standards, guidelines, frameworks, and requirements Recent developments in the sustainability reporting landscape Showcasing your new knowledge Upon completing the course, you'll receive a certificate and digital badge to demonstrate your new expertise in this evolving field. This certification program is provided through our partnership with the AICPA.

Gain a comprehensive understanding of financial forensics The Fundamentals of Forensic Accounting Certificate Program encompasses areas outlined by the AICPA's Body of Knowledge in financial forensics. This program is designed to introduce participants to financial forensics and familiarize them with the professional responsibilities of a forensic accountant. It provides essential knowledge in: The legal framework Planning and preparing for a forensic engagement Collecting information Conducting discovery Reporting findings Delivering expert testimony This online CPE self-study certificate program includes 19 mandatory modules that employ interactive scenario-based learning, featuring audio and video animations to guide you through the concepts. Those who successfully complete the entire curriculum will earn a digital badge that can be proudly displayed anywhere on the web—personal blogs, social networks like LinkedIn, Facebook, Twitter, or Mozilla Open Badges, biographical pages on company websites, or online resumes. This certification program is provided through our partnership with the AICPA.

This course provides an overview of the professional standards and conduct considerations that all CPAs who work as forensic accountants must adhere to.

Latest employee benefit plan-related updates that need special attention in a peer review are explored with information from the 2025 Peer Review Conference session on employee benefit plans.

Latest governmental accounting and auditing updates that need special attention in a peer review are explored with information from the 2025 Peer Review Conference Session on Government Auditing Standards.

Produced from the 2025 Peer Review Conference Peer Review Update session, this course covers topics and general updates related to "hot topics" and items on the horizon that every peer reviewer should know.

All new material for tax practitioners to get updated on the most pressing tax matters affecting business entities, individuals, estates, and trusts, including H.R. 1.