CPE Catalog & Events

AI-Enhanced Financial Analysis explores the integration of AI tools into traditional financial practices. This immersive course is designed to bridge the gap between traditional financial analysis and the innovative world of generative AI, emphasizing the significance of AI in financial analysis and offering insights into AI-powered financial ratios, time-series analysis, and practical applications of generative AI in financial planning and analysis (FP&A) and risk assessments. The course guides you through the process of incorporating AI into your workflow, demonstrating how to leverage AI for improved financial forecasting and analysis. By practicing these skills, you'll strategically position yourself for a future shaped by AI-driven advancements.

Finance professionals are ready to embrace the AI revolution, and this course is key to success in this endeavor. Join experts Dr. Mfon Akpan and Dr. Scott Dell as they reveal how cutting-edge AI tools like ChatGPT and multimodal models can automate workflows, boost decision-making, and unlock unmatched efficiencies in accounting. Learn to master the art of effective prompting, seamlessly integrate AI into your processes, and navigate critical ethical considerations like data biases and privacy. Stay ahead of the competition, harness the power of AI, and transform your role with innovation-driven strategies for the future!

AI tools are changing every industry, and the analysts of the future will combine their domain knowledge with technical skills and AI assistants to work faster. Because AI tools evolve rapidly and results can be inconsistent, knowing how and when to use them matters as much as the tools themselves. In this case study, you'll work through multiple Excel-formula-based tasks with ChatGPT and Gemini, comparing the tools and establishing which prompts consistently produce the best answers. You'll solve a range of problems, from fixing formulas with errors to tackling text-based problems and simplifying overly complex formulas. The entire case study can be completed with free versions of the AI tools; learners with access to ChatGPT Plus can also build a custom GPT that answers formula-based questions in Excel.

Internal auditors play a critical role in ensuring ethical, compliant AI adoption by promoting strong governance, clear accountability, and lifecycle monitoring. Nick Ajmera, internal audit leader at an electrical utility, outlines board-level oversight, cross-functional committees, and unified policies aligned to frameworks like ISO/IEC 42001 and NIST. He highlights key risks—bias, drift, privacy, and explainability—and recommends KPIs, vendor controls, and monitoring tools to sustain effective AI governance.

Finance is shifting to AI-driven decision intelligence, leveraging blockchain, DeFi, and automation. CFOs adopt emerging tech for strategy, payments, and treasury transformation.

Artificial intelligence is transforming how financial professionals work, but the real advantage isn't the tool itself; it's knowing how to use it without compromising analytical rigor. Many analysts jump straight to AI for answers, resulting in generic outputs that don't address their specific analytical needs. Others avoid AI entirely, missing efficiency gains. This practice lab teaches a structured approach to AI-assisted financial analysis. You'll learn CFI's CAP-AJ framework (Context, Assumption, Prompt, Assess, Judge), a methodology that ensures AI strengthens your analysis rather than replacing your professional judgment. Through hands-on practice with a realistic income statement scenario, you'll apply this framework to test assumptions about revenue recognition, expense classification, one-off items, and timing, building a repeatable skill that transfers to any analytical domain, from equity research to credit analysis to M&A due diligence.

Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators."

Analytical procedures evaluate financial information through the examination of plausible relationships among both financial and non-financial data. They also encompass such investigation, when necessary, of the identified fluctuations or relationships that are inconsistent with other relevant information or that differ from expected values by a significant amount.

Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.

Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.

Embark on an exciting journey to explore the captivating frontiers of intelligent technologies like RPA, AI, Machine Learning, and Chat GPT. Witness the magic of process modernization, unveiling operational efficiency like never before. Brace yourself for a delightful tour of real-world examples, perks, ethical considerations, key features, seamless integration, and emerging trends that will inspire you to revolutionize your organization with a smile.  This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 25, 2024.

Updated guidance related to financial reporting, auditing procedures and compliance, including the latest standards issued by FASB, ASB, ARSC, and other bodies, is covered for accountants and auditors.

CFOs, controllers, and finance managers often play a key role in driving value within an organization. You'll explore best practices tailored to help enhance your impact within your organization.

It can be challenging to ensure that your clients' have fully leveraged their fixed assets. Cost segregation is the beginning of a comprehensive tax plan and is key to maximizing tax benefits. To maximize tax savings on commercial real estate, cost segregation can be used thoughtfully in combination with multiple other strategies. By employing incentives like bonus depreciation, expensing under Tangible Property Regulations, Section 179 expensing, and more, CPAs can ensure that their clients have fully optimized their real estate tax efficiency. 

Applied DCF Valuation Modeling is designed to move learners beyond a simple, compact DCF framework and into a fully built, professional-grade valuation model. The course focuses on how applied DCF models are structured, linked, and evaluated in practice. In this course, you'll construct a complete, multi-schedule financial model incorporating operational drivers, working capital, depreciation, tax schedules, and an unlevered free cash flow build. You'll calculate and apply WACC, estimate terminal value using both the perpetuity and multiple methods, and evaluate valuation outputs through scenario testing and sensitivity analysis. The course concludes with presenting results through a clear valuation dashboard that communicates key assumptions and insights effectively.

Business strategy comes from internal and external forces. A formal and planned strategy approach implies that, during the analysis and evaluation of strategic options, every possible strategic option is considered. For some organizations, this is not practical, and various alternative approaches are practiced. In this course, you will learn how to set a formal strategic process as opposed to having an informal (or freewheeling) plan.

ASC 842 reshaped lease accounting—but technical compliance alone is not enough. In this course, Bill Harter brings lease accounting into practical focus, exploring how to identify a lease, measure right-of-use assets and liabilities, and navigate remeasurements, modifications, and classification changes. Participants will also examine common implementation pitfalls and process breakdowns, gaining actionable insights to strengthen controls, improve cross-functional coordination, and maintain precision in real-world lease accounting.

The current litigation explosion has created tremendous interest in asset protection. Not only does this area involve financial and estate matters, but it also directly affects tax planning. This course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

This course discusses accounting for assets of not-for-profit entities (NFPs).

Be an Audit Hero: Solve Fraud with Red Flag Mania's Challenge! Calling all lifelong learners and audit enthusiasts! Red Flag Mania's Audit Challenge is your chance to step into the shoes of a real-world auditor and put your skills to the test in a thrilling, self-study program. This interactive experience throws you headfirst into a realistic fraud case. Become a detective of internal controls as you: Hunt down the culprit: Utilize your investigative techniques to identify the perpetrator behind the fraud. Test internal controls: Assess the effectiveness of a company's safeguards and pinpoint weaknesses that allowed the fraud to occur. Upskill yourself: This self-study program turns you into an auditor, cracking a real-world fraud case. Hunt the culprit, test controls, and build trust. Game-based learning sharpens your audit & investigative skills. Enroll now! This course is produced by Red Flag Mania. Want the full experience? Purchase the  When We Prey Bundle !