CPE Catalog & Events

Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.

The CFF Learning Pathway covers essential topics that will help you on your journey to earn the Certified in Financial Forensics (CFF®) Credential.

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you'll learn how to transform static spreadsheets into dynamic, decision-enabling reporting.

CFO Reporting Re-Imagined is a four-module program that transforms traditional financial reporting into a modern, AI-driven process.

In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you'll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today's executives expect.

In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you'll explore how to uncover powerful operational insights by combining Excel's reporting tools with Gen AI support.

In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you'll move beyond spreadsheets full of numbers and examine visuals that drive decisions.

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.

With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider, and many alternatives to obtain tax benefits and meet our clients' objectives.

Michael Hoose, CPA and Director at Cherry Bekaert, discusses ASUs effective for 2024 and 2025 across private and public entities. He covers debt conversion options, EPS computations, asset and liability valuation under ASC 606, and portfolio hedge accounting. Topics include supplier finance, common control leasing, insurance contract assumption updates, fair value measurements, tax credit amortization, joint venture accounting, crypto asset reporting, and income tax disclosures.

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.

We'll make the case that all professionals—and leaders in particular—must make developing others a top priority. The course will address the difference between coaching and mentoring as methods of developing others and will offer several specific tips for effective coaching and successful mentoring programs. Originally presented June 6, 2015. Note: There is a minimum passing rate of 70% for this course.

You'll learn the differences between coaching and mentoring to help you improve performance.

In this course, you'll uncover the ten most common financial statement mistakes nonprofits make — and how these errors can jeopardize compliance, transparency, and your organization's credibility. You'll learn practical policies and procedures to spot, prevent, and fix these pitfalls, helping you boost the accuracy and reliability of your financial reporting. Walk away empowered to strengthen your nonprofit's financial health and build lasting trust with stakeholders. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

Today's competitive, complex business environment requires CPAs to be strong communicators. Listen and learn how to communicate your position effectively. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including "empathy," "ego," and "needs." Summarized topics covered through a series of mini-case studies. The webinar was originally broadcast on May 3, 2017.

Comprehensive training your staff needs to be able to perform compilation and preparation engagements consistently and accurately.

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.

Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions.

An in-depth and comprehensive review of the topics covered on the CITP exam.