CPE Catalog & Events

This course discusses accounting for endowments and split-interest agreements held by not-for-profit entities (NFPs).

Delve into the world of SQL, the cornerstone of Business Intelligence, with our SQL Fundamentals course. Designed for beginners and aspiring data professionals, this course introduces you to the foundational syntax and transformative capabilities of SQL. You'll learn how to effectively extract and manipulate data from databases, a critical skill for any analyst. Starting with basic data retrieval and filtering techniques, the course progressively guides you through more complex aspects of SQL, including data transformation functions and combining data from multiple tables. We provide hands-on experience through an accessible Azure Data Studio data warehouse, ensuring you can practice your skills in a real-world environment, regardless of your operating system.

Entities relying on agreed-upon procedures engagements must understand key enhancements in SSAE No. 19 to better tailor reporting, broaden distribution, and address evolving subject matters. Michael Manspeaker, CPA, CGMA, of SEK CPAs & Advisors explains how removing the need for pre-specified parties, allowing general-use reports, and enabling CPAs to develop procedures helps smaller entities optimize cost-effectiveness while ensuring independence, high-quality documentation, and pertinent findings.

Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth. In this session, you will delve deeper into the essential components that contribute to a thriving CAS practice, including best practices for client engagement, innovative service offerings, and effective marketing strategies. By understanding the nuances of CAS, you will be equipped to navigate the challenges of the modern accounting landscape and capitalize on emerging trends that can enhance your service delivery and client satisfaction. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.

Big changes are coming—are you ready? By December 15, 2025, firms must comply with the new Statement on Quality Management Standards (SQMS). Understanding these requirements is the critical first step toward implementation. This on-demand course breaks down the most significant SQMS requirements, helping you navigate the changes with confidence. With the deadline fast approaching, don't wait to prepare—get the insights you need to ensure compliance and strengthen your firm's quality management system today.

Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks.

Business models must adapt to use digital technology as part of their business strategy. In this course, you will learn how digital technology improves day-to-day operations and how to acquire the funding and talent required to become a digital enterprise.

Elevate your finance career with "Strategic Leadership: Key Skills for Finance Business Partnering." This course equips finance professionals with critical leadership, collaboration, and strategic decision-making skills. Recognize the power of masterin

Are you ready to excel in the Certified Public Accountant (CPA) exam and advance your career in accounting? This course will provide you with the essential tools and knowledge needed to succeed in this demanding examination. You will explore the key components of the CPA exam, including its structure, sections, and time allocations. Additionally, you will learn effective exam preparation strategies and techniques to overcome exam anxiety. The course will also cover strategies for mastering complex topics, test-taking approaches, and actionable takeaways that will enhance your confidence and readiness. By the end of this course, you will be well-equipped to tackle the challenges of the CPA exam and take significant steps toward achieving your professional goals in accounting. 

Discover practical strategies for managing HR issues. From federal labor laws to employee life cycle management, this webinar covers the essentials to help you navigate today's workplace complexities. Sponsored by Paychex.

Managing a mobile workforce presents significant challenges for accounting and finance professionals, from navigating complex tax regulations to ensuring compliance with multi-jurisdictional payroll and reporting requirements. This expert-led course, featuring global mobility specialist David Livitt, provides a comprehensive guide to handling inpats and expats, tax equalization strategies, withholding obligations, and corporate risk mitigation. Gain practical insights into structuring payroll, leveraging tax credits, and optimizing compliance while supporting a globally mobile workforce. Stay ahead in the evolving landscape of international workforce management with expert strategies and best practices. Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

Learn how to reduce the uncertainty managers face by predicting future events and quantifying their impact on the organization. Gain tools to identify strategic options based on the use of decision trees and apply scenario planning in strategic decision-making and planning.

Stellar facilitator and coach Erin Daiber shares essential best practices, focusing on key areas such as effective feedback delivery, handling difficult conversations, fostering team accountability, mastering the art of delegation, and prioritizing well-being. You'll gain practical insights and skills to navigate the complexities of leadership with confidence and success. Elevate your managerial prowess and unlock your team's full potential through this empowering learning experience.

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.

Specifically tailored for practitioners who not only perform audits but also provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, including SAS 145 and the quality management standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance. Following the release of the FASB's final PIR report for ASC 606, Revenue, in December of 2024, we do a deep dive into the complex revenue recognition standard and findings of the PIR report, review common special purpose frameworks, and discuss the new quality management standards for audits and SSARS engagements. This course will get you up to speed on the things that are most important to your small and medium-sized clients.

This course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity's financial statements. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as changes of a reporting entity. The course also provides an overview of the accounting requirements of correcting errors in previously issued financial statements as well as restatement considerations. A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No 250, Accounting Changes and Error Corrections.

This course provides an overview of the accounting and financial reporting requirements with respect to litigation. This includes distinguishing between probable, reasonably possible, and remote litigation outcomes as well as how to evaluate, recognize, measure, and disclose litigation-related contingencies.

This course provides an overview of the accounting requirements with respect to accounting principle changes. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as changes of a reporting entity. A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No. 250, Accounting Changes and Error Corrections.

Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.

Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.