CPE Catalog & Events

The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information.

Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security.

Unlock the power of Artificial Intelligence with our comprehensive AI Core Concepts Course. Gain a solid foundation in AI components.

Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. This course will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review the ten steps for keeping your financial toolbox full and effective. Companion course: Corporate Finance Competency: Three Basic Tool Categories

Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. This course will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient financial statement analysis approach. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results. Companion course: Corporate Finance Competency: Analytical Toolbox

Corporate Finance Fundamentals covers capital investment, capital financing, and the return of capital. Learn how companies evaluate potential projects for those that increase shareholder value. Understand how to optimize a firm's capital structure. Select various methods for returning capital to shareholders.

Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization.

A comprehensive review of the tax implications of corporate changes.

Numerous fraud cases point out that it doesn't take a sophisticated level of complexity to steal from an organization. Fraud is intended to be hidden and thus can very easily meet its target to deceive. Fraud has a pervasive role in today's corporate environment, and organizations that choose to ignore fraud risk or disregard its impact become a fraudster's opportunity. This course will provide the professional with valuable knowledge about fraud risk and various best practices in fraud prevention programs designed to mitigate such risk. The course will also provide an introduction to fraud investigations and forensic accounting and is ideal for the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.

Preparing corporate income taxes requires a shift in mindset from individual tax preparation and compliance. Learn the concepts and tools necessary to support clients or businesses. Key topics include capitalization, depreciation, carrybacks and major book-to-tax issues involving corporations and Form 1120 preparation. Examine practical spreadsheet approaches that allow practitioners to efficiently and effectively manage book vs. tax differences (M-1 or M-3 items). Cover the impact of new tax law changes with ideas for client consideration. Additionally, dive into a complex corporate return case study, including a discussion of identifying book-to-tax differences and self-review tips. Discuss certain elections and a brief overview of mergers and acquisition issues. Focused on concepts with the presentation in the return, not how to input in return.

This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantages of corporations are examined; incorporation and capitalization issues are discussed; and, basic tax rates and specialty taxes are reviewed. The tax treatment of operational expenses and deductions are outlined, and accounting periods and methods are explored. Finally, the dangers of multiple corporations and corporate distributions are highlighted.

This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often-overlooked fringe benefits, retirement planning opportunities, corporate business deductions, income-splitting possibilities, and little-known estate planning techniques. The program covers step-by-step tax procedures for forming, operating, and ultimately disposing of a closely held corporation. The distinctions between S and C corporations will be explained, and guidelines for client direction will be provided.

U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling.

Evaluate your or your client's system of internal control with confidence using COSO's internal control framework.

This CGMA track covers traditional costing, activity-based costing, activity-based management, advanced costing techniques, and quality management and process improvement.

You will learn market-driven approaches that involve you analysing your organisation's customers and determining a pricing strategy that delivers your profit goals.

The accounting profession is undergoing unprecedented change. Talent shortages, artificial intelligence, evolving client expectations, and accelerating industry consolidation are forcing CPA firm leaders to rethink how they grow, serve clients, and preserve long-term independence. This certificate provides a practical roadmap for navigating that transformation. Participants will learn how to develop differentiated, high-value service lines, improve operational efficiency, leverage automation and ethical digital marketing, and implement strategic growth plans that increase capacity, profitability, and enterprise value. The program also explores fractional leadership models, scalable staffing strategies, and proven approaches for strengthening client and referral relationships without sacrificing ownership or firm culture. Through six interconnected growth disciplines, participants will gain actionable frameworks to build resilient, future-ready firms that can attract talent, expand advisory services, and thrive in an increasingly competitive marketplace.

The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This 4-hour intensive course dives into Data Analysis Expressions (DAX) to help you build and validate powerful metrics in Power BI. Starting with DAX fundamentals and progressing to advanced formulas and time-intelligence functions, you'll learn how to create accurate, insightful measures. Through hands-on practice with PivotTables and real-world scenarios, you'll gain the skills to validate calculations, streamline analysis, and make confident data-driven decisions.