CPE Catalog & Events

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program. To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software. In this audiovisual CPE course, Tom Tillery covers: The time value of money Cash management strategies The creation of the personal financial planning client's spending plan Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.

Evolve through change Change, just like any activity, whether it is incremental or transformational, needs management and proper leadership. Change process models provide a simple, linear expression of the stages of the change process. This course looks at how culture can have an influence on what we should be changing, as well as how we go about making changes. Acquiring new skills to demonstrate your proficiency Change management process Leadership styles and charge roles Force field analysis Strength through core competencies Learn to successfully drive changes to your organisation to strengthen its position. The practical hands-on exercise uses real-world examples to enable you to drive business success. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. As the personal financial planner, you must have a clear understanding of the terminology associated with charitable giving and a broad knowledge of the charity "industry" to educate your clients and help them fulfill their altruistic desires while, at the same time, making tax? and estate-wise decisions. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers: Charitable transfers Charitable trusts Charitable planning vehicles applicable to estate and gift planning This course also covers IRC Section 170, which allows for a deduction from income for any qualified charitable contribution made within the taxable year. This section of the IRC, as well as its enforcement, has become the genesis for an entire industry. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

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.

More firms are expanding their client advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Accounting professionals are looking to add competencies in: Workflow analysis and design Effective consultative client interactions How to stay abreast of emerging technologies Successfully onboarding clients Performing impactful client assessments CPA.com and AICPA collaborated with nationally recognized leaders to design and instruct learning modules on these topics. Upon completion, you will have core competencies in fundamental client accounting service deliverables. What this certificate includes CAS Certificate Program is a combination of live workshop training and self-study courses. Already completed the workshop? Choose the self-study course to complete your certificate.* *Upon completion of both the CPA.com CAS Roadmap workshop and the CAS Self-Study course within a two-year period, you will be awarded with a certificate. The CAS Certificate is issued in the form of a digital badge to be proudly displayed anywhere on the internet-a personal blog, a social network like LinkedIn, Facebook, Twitter, a biographical page on a company website, or an online resume. Goals for this section of Self-Study modules Understand what is driving this opportunity and clarifying what CAS is. Develop the skills you need to stay aware of emerging technology. Learn about SSARS21 Section 70 and its impact on client engagement. Learn how to do workflow analysis and documenting the CAS process for clients. Develop the techniques to effectively communicate and consult with your clients. Learn the core techniques to perform a successful client assessment. Build a successful on-boarding plan to ensure a smooth transition as you adjust your clients' processes. Measure results with key performance indicators and critical success factors. New to CAS For practitioners wanting to earn the CAS Certificate and have not taken the Client Accounting Advisory Services Roadmap Workshop, you need to sign up for the Workshop first, then the self-study bundle. Workshop + Self-study courses = $1,395 Workshop + $595 Self-study courses Workshop are held throughout the year. See all available workshop dates here. CAS Workshop Alumni For those practitioners that have taken the Client Advisory Services Roadmap Workshop, you only need to sign up for the self-study bundle of courses to earn the certificate. Self-Study Only: $595 Upon course completion, you will be awarded with a certificate in the form of a digital badge to be proudly displayed anywhere on the internet-a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume. What others are saying about the CAS Certificate? "The Client Accounting Advisory Services certificate is an excellent self-study course. It effectively covers the best practices for delivering CAS to clients. The certificate gives you confidence and the creditability to help lead your firm in developing a profitable CAS practice. I highly recommend the CAS Workshop and Certificate." -- William Barefoot, CPA, CGMA | Webster Rogers LLP "I found that the exchange of ideas and information between practitioners with a variety of backgrounds and experiences made the workshop as valuable for me as an established CAS practitioner as it was for those new to the field." -- David Ligotti | Oakwood Business Services CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org Additional questions about this workshop? Email workshops@hq.cpa.com.

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. Owners of closely held businesses have unique estate planning considerations that should be addressed by the personal financial planner. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers planning strategies and documents related to closely held business estate planning issues. This course features specialized knowledge areas including: Special use valuations for real property used in a farm or closely held business Family succession planning Business continuation agreements Buy-sell agreements This course also covers continuation agreements to prevent familial disputes and to ensure continuity of the business. Many continuation agreements contain provisions for the orderly transfer of ownership interests at disability, retirement, or death. As the personal financial planner, you should have a working knowledge of these agreements, so you can provide reasoned recommendations to your clients. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

This self-study online course is part of the Human Intelligence Series. Coaching and mentoring are often misunderstood. This self-study online course explains the differences, so you can improve performance and help colleagues and peers develop their skills.

Fraud in the workplace is not new, however, statistics show that the number of instances of internally actuated fraud schemes is increasing. Additionally, because of all the changes that have come about due to recent upheaval, fraud risk is at an all-time high. This session starts by reviewing the many reasons that fraud occurs; it then looks at ways to detect internal fraud and finally explores control measures that can help to reduce fraud risk. Those that take the class will learn just how invasive and damaging internal fraud can be. They will also know ways to detect and thwart fraudulent activity.

Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.

This CPE course provides an examination of the recent reports from a selection of Single Audit results. The instructor will go over the most common deficiencies found in Yellow Book and Single Audits and common peer review findings and OIG investigations. This course will also provide examples of common controls, best practices, and mitigation techniques.

Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how.

The course will cover the basic requirements for performing preparation, compilation and review engagements under the current SSARS standards including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. The session will highlight common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a firm's peer review. The discussion will highlight the key issues to consider during your upcoming SSARS engagements and will incorporate quality control recommendations and tips for performing high-quality SSARS engagements.

This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants.

This comprehensive course will highlight the impact of the current financial reporting environment on financial statement reporting, evaluate recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board, recall other financial reporting frameworks, and key implementation challenges and identify emerging financial reporting trends.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course provides an explanation of the professional standards that govern investigative interviews and the methodical approaches and investigative techniques a forensic accountant should take to effectively perform these interviews. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

Whether it is a passing necessity or the wave of the future, remote audition is happening everywhere you turn. From vouching client prepared documents to steps to performing a remote inventory, this course will discuss the items to focus on and the potential techniques to perform in order to adhere to professional standards. In this self-study course, you will learn how to Leverage the benefits of remote auditing Manage the team, client, and audit process remotely Identify engagement-wide procedures from client acceptance through report issuance when remote auditing Identify and obtain audit evidence for generally material accounts

Consolidated Financial Reporting Consolidated financial statements present the financial position of a parent and its subsidiaries as if the consolidated group were a single economic entity. This course provides an overview of the basics of consolidation when the parent owns less than 100% of the equity shares of the subsidiary. Managers should recognize the relevant accounting adjustments to prepare a CSPLOCI and CSOFP. Value added topics Basics of consolidation Goodwill, NCI, group retained earnings Bargain Purchase Mid-year Acquisitions Fair Value Adjustments Intragroup Transactions Gain practical experience. The practical hands-on exercises use real-world examples such as case studies and scenarios and are designed to give you the skills to evaluate business performance and get a deeper understanding of various ways to improve the business performance and align with organization goals. This consolidated financial reporting topic can assist the decision-making process by focusing on the appropriate consolidation adjustments to remain a long-term, viable going concern. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Preparing the consolidated financial statements Consolidated financial statements are of primary importance to shareholders to review the results of an entire group of commonly-owned businesses. Learn to prepare and present the statement of changes in equity, as well as the statement of cash flows for a group. Understand different scenarios in the consolidation process. Acquire new skills to demonstrate your proficiency Opening equity balances versus closing equity balances Impact from total comprehensive income and dividends Cash flows from operating activities, investing activities, and financing activities Consolidation adjustments Gain practical experience Use case studies and scenarios to evaluate business performance and get a deeper understanding of various ways to improve the business performance and align with organisation goals. This consolidated financial reporting topic can assist the decision-making process by focussing on the appropriate consolidation adjustments to remain a long-term, viable going concern. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Revenue recognition complicates contract auditing Contract auditing has changed, somewhat, in light of the full implementation of FASB ASC 606, Revenue from Contracts with Customers. The AICPA is here to help with this focused contractor auditing course. You will learn about contract auditing itself and what should raise red flags. You will also learn about: Audit risks of a contractor Audit planning and risk assessment Substantive auditing procedures; and, Internal controls