CPE Catalog & Events

A new Auditor's Report is here. Auditors' reports are the ultimate communication between auditor and the public. The auditor's report is a written letter from the auditor containing the opinion of whether an entity's financial statements comply with generally accepted accounting principles (GAAP). The independent and external audit report is typically published with the company's annual report. This course will discuss the considerations surrounding the objectives and form of the auditor's report under SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements. SAS No. 134 contains many changes to the 700 section of Professional Standards. SAS No. 134 benefits users of the financial statements by placing the auditor's opinion at the front of the report for added visibility and providing necessary transparency into the basis for the auditor's opinion and the responsibilities of both entity management and auditors. This module will address those changes as applied to AU-C section 700, Forming an Opinion and Reporting on Financial Statements, the foundational section that addresses the auditor's responsibility to form an opinion on the financial statements and prescribes the form and content of the auditor's report when issuing an unmodified "clean" opinion."

A new Auditor's Reporting Model for ERISA engagements is here. AU-C section 703, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA, addresses the auditor's responsibility to form an opinion on the financial statements of EBPs subject to ERISA. It also addresses the form and content of the auditor's report issued as a result of an audit of ERISA plan financial statements. AU-C section 703 applies to audits of single employer, multiple employer, and multiemployer plans subject to ERISA and to an audit of a complete set of general purpose financial statements of ERISA plans and is written in that context. AU-C section 703 also addresses audits of section 103(a)(3)(C) ERISA audits. This module presents guidance for both, layering on the differences when performing a section 103(a)(3)(C) engagement. Further, the remainder of the Auditor's Suite of Reporting standards, with the exception of SAS No. 134, Forming an Opinion and Reporting on Financial Statements, also include applicable reporting information for non-ERISA engagements. From the new requirement to report on key audit matters when so engaged to modifications to your auditor report, this course will cover: AU-C Section 701, Communicating Key Audit Matters in the Independent Auditor's Report AU-C Section 705, Modifications to the Opinion in the Independent Auditor's Report AU-C Section 706, Emphasis-of-Matter Paragraphs and Other-Matter Paragraphs in the Independent Auditor's Report AU-C Section 720, The Auditor's Responsibilities Relating to Other Information Included in Annual Reports AU-C Section 725, Supplementary Information in Relation to the Financial Statements as a Whole; and AU-C Section 730, Required Supplementary Information

A new Auditor's Reporting Model is here. Auditors' reports are the ultimate communication between auditor and the public. The auditor's report is a written letter from the auditor containing the opinion of whether an entity's financial statements comply with generally accepted accounting principles (GAAP). The independent and external audit report is typically published with the company's annual report. This course will discuss the considerations surrounding the objectives and form of the auditor's report under SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements. Further, the remainder of the Auditor's Suite of Reporting standards, with the exception of SAS No. 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA, also include applicable reporting information for non-ERISA engagements. From the new requirement to report on key audit matters when so engaged to modifications to your auditor report, this course will cover: AU-C Section 701, Communicating Key Audit Matters in the Independent Auditor's Report AU-C Section 705, Modifications to the Opinion in the Independent Auditor's Report AU-C Section 706, Emphasis-of-Matter Paragraphs and Other-Matter Paragraphs in the Independent Auditor's Report AU-C Section 720, The Auditor's Responsibilities Relating to Other Information Included in Annual Reports AU-C Section 725, Supplementary Information in Relation to the Financial Statements as a Whole; and AU-C Section 730, Required Supplementary Information

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Governance and Assurance track. Budgeting can be more than just an annual exercise of putting numbers in columns. It has the potential to establish benchmarks, measure the organization's financial health from one year to the next, and determine priorities. It is intended to be a planning tool that reflects a not-for-profit organization's programs, mission and strategic plan. This CPE course offers you detail-rich examples and a case study that will help you turn budgeting into a positive planning process that can help your not-for-profit achieve its strategic goals and increase accountability in the budgeting process. Included in the course resources is a downloadable budget worksheet template in Microsoft Excel, which you can customize for your organization. Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).

Your firm needs to adapt to a changing environment and market. But where can busy professionals find the time to learn and implement new skillsets and toolsets? In this course, you'll learn where to find the time without feeling overwhelmed.?

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.

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.

Why is business continuity management important? In a time of global disruption, business continuity management is more important than ever in order to protect businesses from irreparable harm. Of small businesses, 48% are operating without any type of business continuity plan, but 95% indicated they felt prepared to handle a business disruption, according to a Travelers Insurance survey. More than ever before, business continuity planning has become an integral part of business resilience and is essential to any organization's long-term success. How does business continuity management affect your role? Business continuity planning and business impact analysis will help you and your clients stay competitive. How can we help? This CPE course will cover the steps needed to implement a comprehensive business continuity plan - including business impact analysis - to ensure resilience, even during a crisis such as a global pandemic. Gain a competitive edge and ensure that business operations continue even during times of crisis.

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Calculating the amount and type of business damages is a difficult and exact science. There are various methodologies, types of matters, and contexts in which business damages should be calculated. Through narration by an industry subject matter expert and practical scenario-based exercises, this CPE course examines the appropriate methodologies to employ when calculating damages and identifying the factors that affect the business damages calculation. 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.

Be ready for the new value creation game Learn strategies to achieve value creation for your organisation. In a dynamic market, understanding the critical elements of ecosystems, analysing how the elements interact, and utilising the CGMA business model framework will create and deliver values. Learn how strategic planning focusses on various planning frameworks to help develop organisations' action plans to achieve their goals. Value add topics Organisations' ecosystems Porter's Five Forces The political, economic, social, technology, environment, and legal (PESTLE) framework CGMA business model framework. Gain practical experience The exercises use real-world examples and are designed to equip you with the skills to evaluate business performance. Acquire a deeper understanding of the business modeling implications of your business. 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

Generate value Business model frameworks are intended to be used at the board level to improve decision making and enhance understanding of how the business creates value. This course focusses on various types of business models that can be implemented or operationalised to generate value, including digital business models that are causing a disruption in digital ecosystems. Acquiring new skills to demonstrate your proficiency Business models and competitive strategy Business ecosystems Digital business models Strength through core competencies This course will give you the tools to successfully strive through necessary changes to your organisation to strengthen its position. The practical hands-on exercise uses real-world examples and is designed to give you real-world knowledge 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.

How can you add value to your business? Financial management is fundamentally about creating and managing value, the importance of what "value" is, and knowing what drives it. In this course, you will learn how to use financial statements to value a business, the differences between a share value and a share price, and how "risk" can be measured for an investment. Value added topics Earnings based valuation Asset based valuation Intangible Assets Stock market efficiency How risk influences return CAPM Gain experience with detailed exercises The practical hands-on exercises use real-world examples and are designed to give you insights into business valuation and acquisitions and to help you get a deeper understanding of the variables in business valuation to make the right decisions. 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.

Today's senior executives use LinkedIn to impress hiring managers, find talent, develop opportunities, and build relationships. This interactive session is for the financial executive who wants to position themselves internally and externally for career success by leveraging the #1 professional digital platform.

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.

Manage technology risks Keep your skills ahead of the curve by learning about governance, risks, and controls with emerging technology. Meet your professional IT goals at your own pace, at times convenient to you, through engaging, online explanations of IT governance, risks, and controls, as set forth in the CITP Credential Body of Knowledge. Gain new skills Learn new skills - or enhance your existing competency - in key areas IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting Maintain your existing CITP credential If you already have a CITP credential, you can earn CPE credits needed to maintain the CITP credential. Bonus optional application exercises help apply the learning in real-world scenarios - but note that this bonus material is strictly for your enhancement and does not provide CPE credit. CITP exam prep Get a leg up on CITP exam preparation by learning essential skills and competencies in the areas of IT governance, risk & controls (Module III) of the CITP Credential Body of Knowledge, which accounts for 40% of the subject matter covered on the CITP Exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out CITP Learning Pathway: Information Security & Cyber Risks (Module I), which emphasizes Information security governance Cybersecurity risk management SOC for Cybersecurity

Data-driven decision-making Learn how to manage big data and enable data-driven business decisions, so you can add value to your business and clients. Meet your professional data management goals at your own pace, at times convenient to you, through engaging, online explanations of business intelligence, data management, and analytics subject matter, as set forth in the CITP Credential Body of Knowledge. Gain new skills Learn new skills - or enhance your existing competency - in key areas Data management Data analysis & reporting Business intelligence management Maintain your existing CITP credential If you already have a CITP credential, you can earn CPE credits needed to maintain the CITP credential. Bonus optional application exercises help apply the learning in real-world scenarios - but note that this bonus material is strictly for your enhancement and does not provide CPE credit. CITP exam preparation Get a leg up on CITP exam preparation by learning essential skills and competencies from the business intelligence, data management & analytics module (Module II) of the CITP Credential Body of Knowledge, which accounts for 20% of the subject matter covered on the CITP exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out two additional modules. CITP Learning Pathway: Information Security & Cyber Risks (Module I), which emphasizes Information security governance Cybersecurity risk management SOC for Cybersecurity IT Governance Risks & Controls (Module III), which emphasizes IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting To build essential competencies in all three modules of the CITP Credential Body of Knowledge, check out the CITP Learning Pathway Bundle, which covers the comprehensive CITP Credential Body of Knowledge. As a bonus, the bundle includes a complimentary CITP Credential Exam! Disclaimer: These courses have been bundled to cover the CITP Credential Body of Knowledge. This bundled learning includes education that has been extracted from existing AICPA learning products. As such, the module references in their titles are specific to the original learning product and does not reflect the order in this bunded learning product.

Defend against cybersecurity risks Develop a robust strategy to assess cyber risk, detect threats, and plan for recovery in the event of a breach in your business. Meet your professional cybersecurity goals at your own pace, at times convenient to you, through engaging, online explanations of information security and cyber risk subject matter, as set forth in the CITP Credential Body of Knowledge. Gain new skills Learn new skills - or enhance your existing competency - in key areas Information security governance Cybersecurity risk management SOC for Cybersecurity Maintain your existing CITP credential If you already have a CITP credential, you can earn CPE credits needed to maintain the CITP credential. Bonus optional application exercises help apply the learning in real-world scenarios - though note that this bonus material is strictly for your enhancement and does not provide CPE credit. CITP Exam prep Get a leg up on CITP Exam preparation by learning essential skills and competencies in the areas of information security and cyber risk (Module I) of the CITP Credential Body of Knowledge, which accounts for 40% of the subject matter covered on the CITP Exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out IT Governance Risks & Controls (Module III), which emphasizes: IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting

COSO framework overview Gain an overview of COSO's internal control framework comprising five components and their related principles. Learn how to evaluate the control environment, risk assessment, control activities, information and communication, and monitoring activities at your or your client's entity. Through real-life examples, enhance your understanding of how to apply the framework as it relates to financial reporting whether you are an auditor or entity management.

The communication program for the leader in all of us. Listen actively Cultivate your ability to communicate with your team and clients clearly and at the right time through flexible, adaptable learning that fits your schedule. Learn along with an AI robot to recognize spoken and unspoken cues in a conversation about a common business problem and gain an understanding of listening styles - passive, competitive, selective, and active. Understand deeply Harnessing the power of edutainment, reinforce your understanding with analytical interactions that bridge what you see and hear to your new understanding. Behavioral science connects your intellectual intelligence and your emotions as you engage in active, focused listening throughout the course. Learn to suspend judgment and listen with intention to understand others' points of view, motivations, thoughts, and expectations. Think powerfully Employ your new core skill to unlock additional competency in management, critical thinking, and problem-solving for you and your teams. Understand how active listening can bridge the communications gap in your organization to maximize efficiency, reduce conflict, retain talent, and increase profits. Discover your inner leader and harness the power of effective communication through CQ Originals, a learning program owned and produced by BoxMedia. This course meets CPD requirements for the following organizations: CPA Australia, Chartered Accountants Australia and New Zealand, ASAE: The Center for Association Leadership, International Foundation of Employee Benefit Plans, Bar Standards Board, Institute of Management Consultants (IMCUSA), Association for Supply Chain Management (ASCM), and Chartered Institute of Procurement and Supply (CIPS).

Think critically, act decisively, live confidently Enhance the effectiveness of both your company and team by developing critical thinking skills that allow you to identify, analyze and solve problems systematically and effectively, improving your leadership, coordination, planning, and decision-making skills. Analyze your thoughts Develop the ability to analyze your thoughts and the information you receive through observation, experience, reasoning, and communication with yourself and others. Strengthen your leadership mindset to develop your own point of view while recognizing biases and limits. Identify the steps required to effectively solve problems and develop efficient strategies. Improve and support your reasoning Allow behavioral science to guide you through the different steps of critical thinking to help you listen with focus, gather, and analyze information to achieve your goals. Make effective decisions Learn how to question and evaluate evidence presented to you, examine problems from different perspectives, make correct inferences, and assess probabilities, all while recognizing your cognitive biases. Explore how to improve your communication by effectively structuring your arguments and refining your decision-making process. A new way to learn Harness the power of edutainment as you dive into an entertaining learning experience that uses animation, videos, storytelling, and real-world examples that makes learning engaging, relatable, and interactive - and, perhaps most important, easy to retain and apply in your everyday life. Expand your human intelligence skills and explore CQ Originals: Active Listening. This course provides 1 hour of CPE credit in the Communications and Marketing field of study.