CPE Catalog & Events

A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

This learning path equips public accounting professionals with the relationship-building skills that drive long-term career success. From networking and personal branding to rapport-building and making an impact within your firm, this learning path offers practical strategies to help you build stronger professional connections and create new opportunities.Episodes in this learning path include:- Get Ahead of the Game: Business Development for Junior Staff- The Power of LinkedIn: Business Development & Networking for CPAs- Networking in a Hyper-Connected World- How the FBI Trains its Agents to Build Rapport- Business Development: Making An Impact at Your FirmAfter purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.

This learning path is designed for emerging leaders in public accounting looking to strengthen their ability to drive growth, influence relationships, and contribute strategically to their firm. Through practical discussions on sales processes, negotiation, thought leadership, and client dynamics, this learning path helps managers and future leaders develop the business development mindset needed to lead with confidence and create lasting impact.Episodes in this learning path include:- Standardizing Your Firm’s Sales Process- From Theory to Practice: Sales Methodologies Explained- Mastering Negotiation: Tough Client Conversations in Public Accounting- Navigating Cognitive Dissonance in Internal and Client Relationships- First Steps to Becoming A Thought Leader- Managing Peaks and Valleys Through Sales ForecastingAfter purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.

Through real-world business case studies, this learning path illustrates how organizations navigate disruption, changing markets, and strategic inflection points. You'll uncover the decisions, challenges, and leadership lessons that determine whether a company successfully reinvents itself or falls behind.Episodes in this learning path include:- Rebuilding LEGO: The Innovation Comeback- What Really Killed Kodak?- Disney’s Acquisition of Pixar- Driving Success: Liberty Media’s Acquisition of Formula 1After purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.

This course provides an overview of the four types of intellectual property and the potential damages associated with infringements of each type.

Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.

The CFF Learning Pathway covers essential topics that will help you on your journey to earn the Certified in Financial Forensics (CFF®) Credential.

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you'll learn how to transform static spreadsheets into dynamic, decision-enabling reporting.

CFO Reporting Re-Imagined is a four-module program that transforms traditional financial reporting into a modern, AI-driven process.

In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you'll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today's executives expect.

In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you'll explore how to uncover powerful operational insights by combining Excel's reporting tools with Gen AI support.

In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you'll move beyond spreadsheets full of numbers and examine visuals that drive decisions.

Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door.

With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider, and many alternatives to obtain tax benefits and meet our clients' objectives.

Michael Hoose, CPA and Director at Cherry Bekaert, discusses ASUs effective for 2024 and 2025 across private and public entities. He covers debt conversion options, EPS computations, asset and liability valuation under ASC 606, and portfolio hedge accounting. Topics include supplier finance, common control leasing, insurance contract assumption updates, fair value measurements, tax credit amortization, joint venture accounting, crypto asset reporting, and income tax disclosures.

This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools.

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

Client Advisory Services (CAS) is broken out into three levels: accounting, controllership, and CFO-level services. In this Level 1 learning path, we’re getting down to the basics of how to execute accounting-level services. We cover key concepts of accounting theory, how to record journal entries, how to complete the month-end close process, and best practices for understanding financial statements and communicating financial insights to your clients. We even take a sneak peek into Level 2 services with an introduction to budgeting and forecasting. Mastering accounting-level services is the basis for escalating to Level 2 and 3 and becoming a full-suite trusted advisor for our clients… So let's get started!Episodes in this learning path include:- CAS Episode #1: Introduction to Client Advisory Services- CAS Episode #2: Accounting & Financial Statement Basics- CAS Episode #3: The Month-End Close Process- CAS Episode #4: Financial Statement Analysis- CAS Episode #5: Introduction to Budgeting- CAS Episode #6: Introduction to Forecasting- CAS Episode #7: Sales Tax for CAS PracticesAfter purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.