CPE Catalog & Events

This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Artificial Intelligence has taken the world by storm. In just three short years, AI platforms such as ChatGPT, Gemini, and Copilot have revolutionized how business professionals approach everyday tasks. In this session, you will learn how you can use AI to help you solve specific problems and work more efficiently, effectively, and accurately. Throughout this session, we will focus on real-world scenarios and how AI can help you realize better results in less time. This is a must-see session for all who want to improve efficiency and effectiveness. 

Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.  

Artificial Intelligence (AI) is rapidly transforming industries and redefining how organizations operate. While the benefits of AI-efficiency, automation, data-driven insights, and innovation-are significant, the risks are equally profound and demand careful consideration. AI introduces a range of technical risks, such as bias, lack of transparency, data dependency, and vulnerability to manipulation. Ethical risks arise in the form of workforce disruption, diminished accountability, potential misuse, and the erosion of human autonomy. On a broader societal scale, AI threatens to widen inequalities, accelerate disinformation, and erode trust in institutions, while raising concerns of cultural homogenization and disproportionate power concentration among a few entities. Governance challenges further complicate the landscape, as regulation struggles to keep pace with technological advances, and questions emerge about the long-term safety and alignment of advanced AI systems. Leaders and organizations must recognize that AI is not only a technological innovation but also a strategic risk management issue. Responsible adoption requires robust governance, transparent and ethical frameworks, ongoing monitoring, and human oversight. By proactively addressing these risks, organizations can balance innovation with accountability, safeguard trust, and position themselves for sustainable success in an AI-driven future. Note:  This is Part 1 in a two-part series on the risks of AI

The Sarbanes Oxley Act (SOX) continues to pose challenges with compliance. Companies must continue to evaluate whether they have designed and implemented an adequate system of internal controls over financial reporting (ICFR). This course will address the best practices that ensure an effective and efficient approach to SOX compliance. 

Discover the power of Office Scripts, the game-changing feature that lets you automate tasks in Excel and other Office applications effortlessly. Unlike VBA, which is limited to Windows, Office Scripts run on any platform and device that supports Office on the web. With its modern and intuitive interface, you can easily create, edit, and share your scripts, all stored securely in the Cloud. Office Scripts seamlessly integrate with Office Online apps and Power Automate, enabling you to streamline processes and boost productivity like never before. Say goodbye to repetitive tasks and hello to efficiency with Office Scripts in Excel and beyond!

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

An innovative and interactive session that taps the areas of neuroscience, psychology and biology to understand how science, emotion and ethical decision-making interact. Instead of critiquing how our minds are supposed to work, this session delves into the fascinating world of how our minds work when we face complex problems where a "best choice" doesn't seem to exist. The talk will also explore why ethical codes have often failed and how to improve individual and organizational ethical reasoning.

Data analytics is among the most widely discussed topics in business circles today. In this session, you will learn about the four types of data analytics, tools for generating data analytics measures, and how to interpret and use data analytics results.

Build on the foundation from Part 1 and deepen your expertise by mastering the treatment of manufacturing overhead. Using the cost system of a real company, you'll learn to distinguish overhead costs that can be directly traced versus directly assigned, and how to structure inventory cost pools for accurate product costing. Explore methods for handling deviations from normal manufacturing processes and see how all overhead costs can be systematically integrated into a comprehensive cost system. Completing Part 1 is highly recommended, as its principles carry forward into this advanced application. World Class Cost Accounting: A Practical Application - Part 1

This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course is designed for the accounting and auditing professional who provides attestation services to closely held businesses. The course reviews recent standard-setting activities of the Financial Accounting Standards Board (FASB) and the AICPA, specifically focusing on those standards having the most significant impact on closely held non-public business entities. The course also discusses adopting the latest audit standards, including the new audit risk assessment requirements.

There are right and wrong ways to work with Excel. In this session, you will learn a series of best practices to help you create Excel workbooks efficiently and effectively, including handling security issues, collaboration needs, and reporting options.

Companies with poor cost information make bad decisions about products that are not "average.— Poor information causes companies to overprice easy, high-volume "gravy" products and underprice difficult, low-volume "dog" products. Regardless of whether your company sells goods or services, learn how to double your profit by giving the dogs to your competitor and keep the gravy for yourself.

We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

Developments in the Management Commentary and MD&A Narrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under SEC Regulation S-K, with key comparisons to help practitioners understand how each framework supports investor-focused disclosure. Using real-world examples and excerpts from the actual annual report of an IFRS reporting company, this seminar highlights how the revised Management Commentary guidance aims to improve the quality, relevance, and connectivity of narrative insights. Participants will explore its emphasis on strategy, risks, sustainability factors (ESG), key performance indicators (KPIs), and the integration of financial and non-financial information. The session also analyzes the modernization efforts in U.S. MD&A, including principles-based guidance, reduction of boilerplate disclosures, and expanded expectations for entity-specific analysis and trend-based insights. Through a comparative approach, participants learn how both frameworks are converging around common principles: enhanced connectivity, balanced presentation, entity-specific content, and alignment of strategy, performance, risk, and value creation. This practical seminar provides accounting, finance, and business professionals with the knowledge needed for better understanding the management commentary and MD&A. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.

This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: •   Determining if a Performance Obligation is satisfied over time •   Identifying indicators of transfer of control of good/services •   Utilizing input and output methods to measure progress of revenue recognition •   Understanding stand-ready obligations and how to apply discounts