CPE Catalog & Events

Course Overview:The accounting profession is transforming, and AI is no longer optional. It's now your competitive advantage. In this high-impact course, you'll learn how to shift from using AI to thinking AI-first, leveraging it as a business best friend to drive firm growth, enhance leadership, and optimize decision-making. What You'll Learn:How AI-first firms will dominate the next 2-5 yearsWhy AI isn't replacing CPAs and making the best ones strongerHow to use AI to track leadership patterns, test decisions and scale advisoryThe exact AI prompts top firms use for strategy, pricing and client insightsHow to turn messy firm data into structured, actionable intelligenceHow to develop AI-first instincts in real-time Course Lessons:Why AI Matters for Accountants AI isn't just automation; it's a leadership tool.Treating AI Like Your Business Best Friend. Thinking AI-first in every decision.AIQ - Getting AI to Think Differently. Making AI your strategic partner.Data That Leads to Transformation. AI-powered leadership insights.Leading with AI. Using AI for faster, sharper decision-making.Becoming an AI-First CPA. Future-proofing your firm and mindset.This is Where the Real Work Begins. Your next steps.Setup:If you Prework:Go to get signupIf you need help getting started with AI, here's a video that will get you up and running with ChatGPT: https://www.loom.com/share/2353ce19a35e41d2a74bb4dac4decaec?sid=27cecd95-82c9-4404-829d-b01ac8a29819 To understand how AI "learns" and how it's trained, read this:https://www.msn.com/en-us/money/technology/ai-doesn-t-really-learn-and-knowing-why-will-help-you-use-it-more-responsibly/ar-AA1AwkId?ocid=msedgdhp&pc=EDGEESS&cvid=ccf61c50ccd14eb3822d8344d3697681&ei=95

Course Overview: The next era of tax leadership is about leading smarter. Every year, firms lose billions of dollars to inefficiency, duplication and burnout. But within that pain lies opportunity. In this course, you'll learn how to turn technology adoption — using K1x as a real-world case study — into a leadership moment. You'll see how to drive buy-in, lead change regardless of title and turn automation into a platform for growth, freedom and firm-wide transformation. You'll walk away ready to be the digital champion your firm didn't know it needed. The person who doesn't just implement technology, but reshapes how people think, work and lead. What You'll Learn: ? How to recognize and reframe inefficiency as an opportunity for leadership ? Why digital champions often lead from the middle not the corner office ? How to pilot tax technology like K1x and build firm-wide buy-in ? How to translate staff wins into ROI that partners can't ignore ? Change management strategies that make new technology stick ? Why culture, not code, defines long-term success REQUIRED Prework:  You will need access to K1 Aggregator®. Please request a log in today at https://k1x.io/welcome-xcellabs/. Please note, it will take one to two days after you request access to be given rights. If you do  not see a welcome email then, please request from support@k1x.io. Taking the needed time to request access won't prevent you from getting started right away with lessons 1-4. Course Lessons (Including Hands-on Case Study): 1. The Pain is Real and You Can Solve It 2. Becoming the Digital Champion  3. Small Wins, Big Buy In  4. Selling Up  5. Getting Started: Stepping Into the Case  Study  6. Uploading a K-1  7. Conducting a Digital Review  8. Tying Out Taxable Income  9. Learning to Reclass  10. Exploring State Data  11. Doing it All Again  12. Streamlining Reporting  13. Adding a W-2 and Brokerage Statement  14. Celebrating, Iterating and Scaling

Description:Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. Learning Objectives:The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependencyProgram Content:After attending this presentation, you will be able to...Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensatingDetermine how each control becomes a piece of an overall internal control structureIdentify both organization-wide measures as well as more segmented controls and how these must co-existWho should attend: Accounting and other business professionals that would benefit with greater understanding of internal control. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: A basic understanding of Internal Control conceptsAdvanced Preparation: NoneFormat: QAS Self Study

Description:Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.Learning Objectives:After attending this session you will be able to...Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensatingIdentify ways to create strong internal controlsIdentify reasons that control measures are required, such as to deter fraud or reduce operational inefficienciesDetermine why the control environment is important as implementation efforts are ongoingApply COSO Framework concepts to three segments of an organization's technology infrastructure that must be controlled.Program Content:The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technologyWho should attend: Accounting and other business professionals that would like to have an understanding of internal controls for business entities. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: An understanding of internal control conceptsAdvanced Preparation: NoneFormat: QAS Self Study

Description:Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.Learning Objectives:After attending this session you will be able to...Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensatingIdentify ways to create strong internal controlsIdentify reasons that control measures are required, such as to deter fraud or reduce operational inefficienciesDetermine why the control environment is important as implementation efforts are ongoingApply COSO Framework concepts to three segments of an organization's technology infrastructure that must be controlled.Program Content:The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technologyWho should attend: Accounting and other business professionals that would like to have an understanding of internal controls for business entities. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: An understanding of internal control conceptsAdvanced Preparation: Complete part 1 of this seriesFormat: QAS Self Study

Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify key features of Copilot in Excel and their applications in data analysis. Distinguish between traditional Excel workflows and AI-enhanced capabilities. Select appropriate AI-driven tools within Excel to streamline specific tasks. Program Content: The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot Who should attend: Excel users at all skill levels who want to explore AI capabilities using CoPilot. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: Download the handout and practice material prior to course. If you want to follow along, you will need a license to Copilot. Format: QAS Self Study

Description: Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. -Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. -Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. -Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Utilize vertical analysis by converting each financial statement line item into a percentage of a base figure, facilitating effective comparisons across different companies and identifying significant financial trends.Calculate horizontal analysis for review of financial data over multiple periods, to identify notable changes and trends that reflect a company's growth and performance trajectory.Calculate and interpret key financial ratios, assessing aspects such as profitability, liquidity, and solvency. Gain insights into management performance and business viability, leveraging this analysis to make informed decisions based on real-world financial data. Program Content: The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis Who should attend: Finance and accounting professionals interested in financial analysis Developed By: Eric Knight, CPA, DBA Instructor: Eric Knight CPE Credit: 2.00 Field of Study: Finance (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify opportunities to leverage ChatGPT to improve your Excel skills and productivityUse ChatGPT with Excel formulasRecall the best practices for using ChatGPT with Excel Program Content: The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros Who should attend: This course is designed for students, professionals, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: If you want to follow along, sign up for a free ChatGPT account prior to the session. You can sign-up here: https://openai.com/chatgpt Advanced Preparation: If you want to follow along, sign up for a free ChatGPT account prior to the session. You can sign-up here: https://openai.com/chatgpt Format: QAS Self Study

Description:This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. Learning Objectives:After attending the presentation you will be able to...Recall major elements of the statement of cash flowsIdentify the two broad methods for preparing the statement of cash flowsPerform certain calculations for preparing both the indirect and direct statements of cash flowsUse the statement of cash flows as part of financial statement analysisProgram Content:The major topics that will be covered in this class include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosuresWho should attend: CPAs in public practice or members in industry who desire a renewed perspective regarding the statement of cash flows. Developed By: Chris Harper, CPAInstructor: Chris HarperCPE Credit: 2.0Field of Study: Accounting Prerequisites: Basic working knowledge of financial statementsAdvanced Preparation: NoneFormat: QAS Self Study

Description: We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Analyze the various ways that data can be misleading.Recognize that data interpretation is affected by many factors.Identify how these factors can lead to pitfalls in interpretation.Overcome data interpretation pitfalls. Program Content: The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls Who should attend: Anyone who receives and interprets data in any form (statements, evidence, studies, headlines, etc.) Developed By: Favor Financial, LLC Instructor: Keely Gohl CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Analyze your firm's current structure against future workforce predictionsDesign an inverted pentagon framework tailored to your firm's needsImplement precision hiring strategies for specialized rolesDevelop accelerated training programs to move staff to higher-value workCreate effective knowledge transfer systems including mentorship and rotationLeverage technology for personalized professional developmentBuild retention strategies for specialized professionals and lateral hiresEvaluate pricing models that support investment in talent and technologyIdentify barriers preventing staff progression and develop solutionsConstruct a transformation roadmap with measurable milestones Program Content: The major topics that will be covered in this course include:Understanding why the traditional pyramid structure is failing firmsThe inverted pentagon framework and its talent retention advantagesImpact of technology and AI on entry-level accounting rolesThe 6 Ps of Business Model Transformation implementationAccelerating specialized skills acquisition in your workforceEffective knowledge transfer through mentorship and job rotationTechnology-driven training and development strategiesBest practices from other industries for workforce transformationBuilding and retaining specialized middle layers of expertiseStrategic pricing models to support the pentagon structure Who should attend: Partners, managing partners, firm administrators, HR directors, practice leaders, senior managers, directors of talent development, training coordinators, firm leadership responsible for strategic planning, professionals involved in recruitment and retention, practice area leaders Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Business Management & Organization (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing nonaudit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting. Learning Objectives: After attending this presentation you will be able to...Identity the conceptual framework for making independence determinationsIdentify independence threats related to preparing financial statements and accounting recordsIdentify specific non-audit services that would and would not impair independenceComplete proper audit documentation to support adequate consideration of auditor independenceIdentify what a single audit entailsIdentify the basic audit requirements in a Uniform Guidance compliance auditIdentify key auditee and auditor responsibilities in the compliance audit of federal awardsRecognize key consideration related to the auditor's responsibilities regarding testing and reporting on compliance under the Uniform Guidance Program Content: The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit Who should attend: CPAs in public practice and members in industry Developed By: Pennsylvania Institute of CPAs Instructor: Adelina Burke, CPA CPE Credit: 4.00 Field of Study: Auditing (Governmental) (4.00) Prerequisites: General knowledge of Yellow Book and single audits Advanced Preparation: None Format: QAS Self Study

Description:Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.Learning Objectives:After attending this presentation, you will be able to...Understand the many keyboard shortcuts that are available to save time and effortUse Excel Templates, Styles, and Themes to add uniformity to workbooks they design or editDesign custom number and date formats to meet their specific needsAdd security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security featuresUnderstand formula building conventions such as order of operationTroubleshoot formulas that are not working properlyWork with functions in the function library to create powerful formulasProgram Content:The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryWho should attend: Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.   Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Computer Software Applications (4.0 CPE) Prerequisites: A basic understanding of Excel conventionsAdvanced Preparation: Complete Part 1 of this seriesFormat: QAS Self Study

Description:Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.Learning Objectives:After attending this presentation, you will be able to...Understand the many keyboard shortcuts that are available to save time and effortUse Excel Templates, Styles, and Themes to add uniformity to workbooks they design or editDesign custom number and date formats to meet their specific needsAdd security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security featuresUnderstand formula building conventions such as order of operationTroubleshoot formulas that are not working properlyWork with functions in the function library to create powerful formulasProgram Content:The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryWho should attend: Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.   Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Computer Software Applications (4.0 CPE) Prerequisites: NoneAdvanced Preparation: NoneFormat: QAS Self Study