CPE Catalog & Events

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.

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.

This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.