CPE Catalog & Events

Description: The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to...Recognize key risk assessment concepts applying to SAS No. 145 in identifying and assessing risks of material misstatement Determine the impact to the risk assessment process and the work to be performedIdentify risk assessment procedures related to the various components of the entity's system of internal controlRecall how to scale risk assessment requirements to be effective and efficient, particularly for less complex entitiesRecall when and how to evaluate design and determine the implementation of controlsRecognize risk assessment requirements to appropriately identify risks arising from the use of information technology (IT) and related general IT controlsIdentify potential risk assessment and related audit documentation traps Program Content: The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability Who should attend: Practitioners who perform audit engagements Developed By: Pennsylvania Institute of CPAs Instructor: Heather Trower CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: General knowledge of the risk assessment standards. Advanced Preparation: None Format: QAS Self Study

Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify basic constructs of AI.Distinguish between discriminative and generative artificial intelligence, and Analyze AI improvement efforts to properly account for an organization. Program Content: The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon. Who should attend: Accounting and other business professionals that would benefit by understanding how AI will be incorporated into accounting systems. Developed By: Taymes, LLC Instructor: Karl Egnatoff CPE Credit: 2.00 Field of Study: Accounting (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to ...Apply best practices when creating your spreadsheetsDetermine which controls you need to develop for your spreadsheetsUse controls to build more accurate spreadsheets Program Content: The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors Who should attend: Any Excel user that wants to learn how to create controls within Excel to improve accuracy Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: A good knowledge of using Excel Advanced Preparation: None Format: QAS Self Study

Description: This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsImplement practical strategies in determining a partner's tax basis for a partnership interestIdentify the use of Form 1065, Schedule K-1 information for basis determination. Program Content: The major topics that will be covered in this course include:Explain the use of both "inside" and "outside" basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process. Who should attend: CPAs working in public accounting firms and/or working for partnerships. Developed By: Federal Tax Workshops, Inc Instructor: Steven C. Dilley, PhD, CPA, JD CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: Basic working knowledge of business taxation. Advanced Preparation: None Format: QAS Self Study

Description: 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. Learning Objectives: After attending this presentation you will be able to ...Identify which lookup function works for your needsDistinguish the difference between the many lookup functionsRecall how to effectively utilize Excel's lookup functions Program Content: The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions Who should attend: Any Excel user that wants to learn how to use the LOOKUP functions Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Power BI - Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The course also focuses on optimizing performance for data models, utilizing advanced features of Power BI Services, and moving beyond basic data models to create advanced solutions tailored to real-world business needs. By the end of the course, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you're presenting to stakeholders, sharing insights across teams, or managing enterprise-level reporting, this course will equip you with the tools and strategies to succeed. Perfect for Power BI users looking to tie all the pieces together into a comprehensive, efficient workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Categorize the components of an efficient Power BI workflow and identify areas for optimization.Evaluate Power BI performance metrics and apply optimization techniques for enhanced usability.Assess the capabilities of Power BI Services to effectively share, collaborate, and manage data insights across teams and organizations. Program Content: The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity.Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models.Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models.Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful. Who should attend: This course is tailored for advanced users of Power Pivot and Power BI, including data analysts, business intelligence professionals, and team leaders who want to enhance their data analysis workflows and maximize their use of the Microsoft Power BI Tools. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: Must have taken the previous Power BI courses or have intermediate knowledge of Power Pivot, DAX measures, Power BI Desktop AND PowerBI.com/Power BI Services. Advanced Preparation: Download the handout and practice material prior to course. Format: QAS Self Study

Description: A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to...Apply an update of the tax provisions related tocapitalizationdepreciationdisposition Program Content: The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics Who should attend: CPAs in public practice and industry seeking an update on the latest tax developments affecting capitalization, depreciation, and disposition. Developed By: Federal Tax Workshops, Inc Instructor: Steven C. Dilley, PhD, CPA, JD CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: Basic knowledge of capitalization, depreciation, and disposition of assets Advanced Preparation: None Format: QAS Self Study

Description: In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify opportunities to leverage ChatGPT to improve your Excel skills and productivityUse ChatGPT with Excel formulasRecall the best practices for using ChatGPT with Excel Program Content: The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros Who should attend: This course is designed for students, professionals, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: If you want to follow along, sign up for a free ChatGPT account prior to the session. You can sign-up here: https://openai.com/chatgpt Advanced Preparation: If you want to follow along, sign up for a free ChatGPT account prior to the session. You can sign-up here: https://openai.com/chatgpt Format: QAS Self Study

This Florida Board of Accountancy-approved ethics course, developed by the Florida Institute of CPAs (FICPA), provides CPAs with a comprehensive understanding of their ethical and professional responsibilities. Designed for CPAs in various professional roles and industries, this course explores ethical principles, regulatory requirements and emerging issues affecting the profession. Participants will gain insight into the Florida Statutes (Chapters 455 & 473) and Florida Administrative Code (FAC) (61H1-33), AICPA’s Code of Professional Conduct and general ethical behavior.  The course includes discussions on professional integrity, independence, objectivity, conflicts of interest fraud detection and prevention, compliance requirements, and equipping CPAs with the knowledge needed to navigate ethical dilemmas while maintaining public trust. This course meets the biennial ethics CPE requirement for Florida licensed CPA’s. The course is on-demand and you must watch a series of video recordings followed by quiz questions and pass the final exam for full credit.