CPE Catalog & Events

Tax planning strategies for new businesses considering electing S corporation status, and the pros and cons of switching from a C corporation to an S corporation.

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

Health-related decisions are encountered in every life stage. Making good choices can have a major impact on personal happiness and financial success. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax and financial factors. Acquire a better understanding of medical insurance options for individuals transitioning to retirement, including long-term care insurance, Medicare, and Medigap plans.

This course focuses on the first part of the Covey formula: asking questions and listening so you understand better.

This course focuses on the second part of the Covey formula: speaking and writing in an interesting and compelling way.

As the liquidating trustee, Jeremiah Foster and Resolute were responsible for the dissolution of Shoot the Moon, a restaurant group operating across three states with fifteen franchises. Through forensic accounting, they identified various financial irregularities over a five-year period, including a kiting scheme, a Ponzi scheme, and merchant cash advance lending activities. In this case study, Mr. Foster will detail the process, his role, and the fiduciary duties of a trustee, providing valuable insights into the complexities of managing such a significant financial undertaking.  This session was recorded on March 20, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.

This course will explore the  countless tools that most Excel users overlook . Additionally, We'll also  explore the latest new  features and tools. Also, we'll explore numerous time-saving features that help spreadsheet creators.

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session!

SOC 1 examination basics - from planning and executing the engagement to reporting - are reviewed to prepare you to perform the engagement or use the report.

SOC 2 and SOC 3 examination basics - from planning and executing the engagement to reporting - are reviewed to prepare you to perform the engagement or use the report.

SOC for service organizations examinations fundamentals are explored to better prepare you to perform a SOC engagement or use the report.

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.