CPE Catalog & Events

This course explains the difference between a traditional auditor and forensic accountant, lists the characteristics of a forensic account, and describes the possible role a forensic accountant can have during a client engagement.

Auditors and award recipients must understand the April 2024 Uniform Guidance revisions and the 2025 Compliance Supplement to stay compliant and avoid auditing under the wrong rules. Phil Marciano, Partner at Citrin Cooperman, highlights higher thresholds (single audit and Type A), expanded fixed amount subawards, and a higher de minimis indirect cost rate. He also emphasizes updated equipment rules, cybersecurity requirements, and timely FAC submissions to preserve low-risk status.

In today's business environment creative problem-solving and innovation are more important than ever to succeed. In this course, you'll discover how to unleash your own creative potential as well as that of your colleagues and teams. Learn when to take smart, educated risks; how to become a forward-thinking leader capable of generating fresh ideas, and how to see the positive aspects of failure. The helpful advice you'll receive in this course will bring both personal success and corporate success. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 3, 2015.

Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance.

In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort.

In this 2-hour interactive course, learn how Microsoft's Copilot brings artificial intelligence into Excel to streamline workflows, automate tasks, and uncover insights faster. Through hands-on demos and real-world examples, you'll see how Copilot boosts productivity, improves accuracy, and enhances decision-making. Whether you're new to Excel or an experienced user, you'll leave with practical strategies to integrate Copilot into your daily work and elevate your data analysis skills.

The nonprofit sector in California is vast and diverse, embodying the spirit of community engagement. While many recognize nonprofits as vital forces for good, their significant economic and potential political influence often goes unnoticed. The year 2025 has brought unique challenges for the sector, characterized by various developments from the federal administration. This course provides a comprehensive overview of the critical role nonprofits play in shaping public life and the importance of their involvement in public policy discussions. We examine the emerging federal challenges to the sector, California's response, and key legislation that will affect nonprofits at both the state and federal levels.  This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

You'll learn to identify basic tax and compliance issues related to unrelated business income taxes of tax-exempt, not-for-profit entities.

In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.

In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.

An in-depth discussion of complex international tax matters, including cross-border formations and reorganizations, U.S. tax treaties, and more.

Updated with the most recent international tax guidance and developments, including regulations, notices, and OECD projects.

Updated with the most recent international tax guidance and developments, including regulations, notices, and OECD projects.

Providing an in-depth understanding of essential international tax topics, including effectively connected income, the foreign tax credit, global intangible low-taxed income, the base erosion and anti-abuse tax, and more.

An overview of the U.S. tax treaty definitions and their impact on permanent establishment, business profits, tax residency, hybrid entities and more.

Exploring the tax implications of cross-border transfers between related parties.

This course provides an overview of the procedures and considerations for beginning a valuation engagement for litigation purposes.

Valuation standards are outlined to help practitioners and firms looking to understand how to apply VS section 100 guidelines appropriately and compliantly.