CPE Catalog & Events

This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns.

Fund accounting, budgeting, and reporting are examined for accounting professionals and auditors working with state and local governments.

Fund accounting and reporting intricacies are decoded for accounting professionals and auditors who work with state and local governments.

A broad spectrum of personal financial planning topics covered in a short, examples-based course.

Future-Ready Finance: Motivating the Next Workforce explores how organizations can create an environment that fosters engagement, innovation, and long-term success.

Once defined by compliance and reporting, tomorrow's CFOs will lead technology strategy, data-driven capital allocation, and enterprise innovation. This course empowers finance leaders to anticipate technological disruption, reimagine their time and priorities, and design a roadmap for transforming finance from a control center into a strategic, tech-enabled powerhouse.

This course discusses generally accepted accounting principles (GAAP) as they apply to not-for-profit entities (NFPs). Specifically, the course will provide information about the sections of the FASB Accounting Standards Codification® (ASC) that should

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the perception of value in the area of finance has changed, the role of the finance function in cybersecurity, and how finance leaders can help create a data-driven organization. 

Every CPA firm needs a succession plan—whether that means selling your practice, merging, or simply having a clear exit strategy to protect client relationships and ensure a smooth handoff of firm operations. Succession isn't just a future concern—it's a business essential. Join us for a focused webinar designed specifically for CPAs looking to prepare their practice for transition. Whether you're years away or actively planning your exit, this session will give you the insights and tools to move forward with confidence. We'll walk through current market trends and firm valuation strategies so you can understand what your practice is really worth. You'll learn what buyers are looking for—including how private equity is shaping the landscape—and what you need to do now to make your firm more attractive. We'll also explore tax implications, seller financing options, and the financial documentation that can make or break a deal. Beyond the numbers, we'll cover common pitfalls to avoid, key elements of business continuity planning, and how staffing decisions impact your succession timeline. This session is built to help you protect the legacy you've worked so hard to build—and position your firm for a smart, seamless next chapter.

This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement.

Power-up your productivity and leave you with more time for the important things in life ? dash; family, friends, and fun! Learn components to allow you accomplish more in less time.

New GASB, OMB, and Yellow Book standards and requirements are detailed in this governmental accounting and auditing update to help you stay ahead of federal audit changes.

Retirement planning skills are enhanced as you explore governmental and employer retirement plans, enabling you to expertly recommend tailored retirement strategies aligned with client objectives.

The latest GASB developments and federal audit changes affecting governments and not-for-profits (NFPs) are explored in this update overview.

There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within.

Your health is one of your most valuable assets, and the decisions you make around it can shape both your financial future and quality of life. This course breaks down the key options for medical coverage, from workplace plans to government exchanges and health savings accounts. You'll gain a clearer view of how to protect your clients — and yourself — from financially devastating health events by analyzing the personal, tax, and financial factors that matter most.

High-performing leaders and teams often feature great communicators. Ironically, we spend little of our professional time thinking and talking about what great communication looks like. Learn the secrets of high-impact communication; explore effective vs. less effective communication channels; discover the power of giving and receiving professional feedback; the benefits, and curses, of nonverbal communications; and how to make highly impactful presentations.Plus, to reinforce learning, you will actively engage in lively and informative communication-related activities. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

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. 

The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future.

The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future.