CPE Catalog & Events
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
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Online
8.00 Credits
Member Price: $250
There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Performance Management - Hiring to Retiring
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Online
1.20 Credits
Member Price: $39
How you onboard a new employee is critical in ensuring they understand your company culture and are immersed properly in your organization. On the flipside, in the event you are dealing with an employee termination, this too is critical in handling with care and sensitivity. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate
Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Online
2.00 Credits
Member Price: $89
Understand and master the various methods of medical claim reimbursements. This foundation is critical to understand health plan networks and how they function as the baseline for cost in fully insured and self-funded plans. This unit will expand on the previous unit's analysis of point solutions and how to build those into your plan design not only for the benefit if rate structures, but employees as well. The instructor will show you how to structure your medical plans to save the plan money by incentivizing the member through cost reduction programs. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $89
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Let's Play The 90 Day Money Game!
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Online
4.00 Credits
Member Price: $149
The key to building a long-lasting relationship with your clients is to become more than just their accountant. Your clients already trust you with their tax and compliance work, but why not take it to the next level. By learning how to play the 90-day money game, you can help your clients elevate their income and take their earning power to the next level. Once you master the philosophy and practical tools for yourself, they can be easily shared with your own clients. Many clients silently suffer financially and are afraid to ask for help. By helping them play their own 90 day money game, you can support their financial wellbeing and turn good clients into GREAT ones! Here’s how it works: Take your money challenges and turn them into money confidences by playing the 90-day money game. We will address three areas: INCOME – creating and working toward a Bold Money Goal IMPACT – expanding your reach in the world with clients and contacts INNER PEACE – turning the stress around income creation into a fun, peaceful experience. Reclaim your personal power around this important topic! Don’t stay stuck in your story, waiting for the outside world to change before you claim your financial success. Action that is fueled by stress is inefficient and exhausting. Learn how to take action from inspiration. Discover a new way to think about money creation and nourish yourself in the process. Remember…You are you OWN economy. Learn how to create this reality now! The next 90 days will pass by one way or the other – let’s decide to use that time in a clear and direct way to create a Money Breakthrough! Learn this winning philosophy for yourself and then use these principles and tools in your work with clients. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Planning in an Uncertain World
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Online
2.00 Credits
Member Price: $89
We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $39
Technical expertise may get you in the door—but emotional intelligence (EQ) is what builds trust, earns loyalty, and sustains lasting success. For CPAs, attorneys, financial professionals, bankers, and insurance agents, your ability to navigate emotions—your own and others'—is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You’ll uncover what emotional intelligence really is, why it matters more than ever in today’s professional world, and how to strengthen your EQ to improve performance, strengthen relationships, and manage stress with confidence. You’ll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust, and drive results—while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Business Etiquette & Mindfulness
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Online
1.20 Credits
Member Price: $39
In today's fast-paced and interconnected workplace, success depends as much on how we show up as what we know. Business Etiquette and Mindfulness is a training designed to help professionals strengthen their communication, presence, and emotional intelligence. Participants will learn practical strategies to demonstrate professionalism, navigate workplace relationships with respect, and stay composed under pressure. Through engaging discussions, real-world scenarios, and mindfulness exercises, this course helps individuals build the awareness and confidence needed to lead with empathy, manage stress effectively, and represent their organization with excellence. Whether you're an emerging professional or an experienced leader, this session provides actionable tools to enhance focus, foster collaboration, and create a more mindful, inclusive workplace culture. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilience in a Chang
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Online
1.40 Credits
Member Price: $39
This is Part 1 of a 5 part series on Emerging Risks - How Accountants and Finance are leading the way The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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Online
2.00 Credits
Member Price: $89
Learn the history of PBMs and how they have developed into one of the leading drivers of health plan cost. Understand how drug prices are set and how PBMs control the flow of money (and not always to our benefit!). This course will also show you how rebates and sourcing programs are used to offset the cost of drugs in self funded plans while also learning how to protect the plan from unfavorable PBM practices. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Internal Control Best Practices
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Online
2.00 Credits
Member Price: $89
Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development and implementation is critical. This course will review the intersectionality of controls and provide real-world examples and best practices from people to technology and process. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Shorten Month-End - Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Surveys show that the average North American company completes its monthly financial statement closing in six (6) days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. Yes, to all three. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $250
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS preparation of financial statements service and other nonattest engagements. Delivery Method: Individual webcast CPE Credit: 8Program Level: Basic
Supervised AI Agents as Public CPA Audit Team Members
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Online
1.00 Credits
Member Price: $39
Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI (‘Artificial Intelligence’) is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence and Cybers
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Online
1.60 Credits
Member Price: $79
This is Part 2 in the Series of Emerging Risks for Accountants and Finance The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency. Delivery Method: Individual webcast CPE Credit: 1.6Program Level: Basic
Accounting and Reporting Long-Term Debt
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Online
2.00 Credits
Member Price: $89
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation and disclosure of debt, including debt covenant compliance and other issues that impact classification of the liability between current vs. noncurrent. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
Member Price: $39
The Uniform Guidance identifies COSO and the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework, including its 2013 update, and explores its application to the Green Book. Attendees will learn to recall the five components and 17 principles of internal control, understand the benefits of adopting internal control frameworks, and recognize the rationale behind the COSO 2013 update and its impact on auditing practices. Additionally, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Generation Intelligence: Navigating the Generational Divide
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Online
1.00 Credits
Member Price: $39
Unlock the power of multigenerational teams to future-proof your firm. Today’s workplace is more generationally diverse than ever—spanning five, soon to be six, distinct generations. And while this mix can create miscommunication and friction, it also holds untapped potential for innovation, connection, and resilience. This dynamic course helps professionals in accounting, law, banking, insurance, and financial services understand and harness generational dynamics. You'll explore how shared formative experiences shape values, communication styles, and expectations at work—from the frugality of the World War II generation to the digital fluency of Gen Z and the up-and-coming Generation Alpha. Rather than getting stuck in generational stereotypes, you’ll learn to lead, collaborate, and connect more effectively across ages. With insights drawn from workplace psychology, sociological research, and real-world examples, this course equips you with practical tools to bridge the gap—so you can build stronger client relationships, more collaborative teams, and a culture people want to stay in. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic