CPE Catalog & Events

Description: In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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 ...Apply best practices when creating your spreadsheetsDetermine which controls you need to develop for your spreadsheetsUse controls to build more accurate spreadsheets Program Content: The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors Who should attend: Any Excel user that wants to learn how to create controls within Excel to improve accuracy Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: A good knowledge of using Excel Advanced Preparation: None Format: QAS Self Study

Description:For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. Learning Objectives:After attending this presentation, you will be able to:Recall the effects of the rapid move to distance employeesIndicate the factors that make supporting and controlling telecommuters challenging, andIdentify the types of controls to consider for the new geographically dispersed work environmentProgram Content:The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.Who should attend: Accounting and other business professionals that are tasked with supporting and controlling remote workers. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 2.0Field of Study: Accounting (2.0 CPE) Prerequisites:NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description: This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsImplement practical strategies in determining a partner's tax basis for a partnership interestIdentify the use of Form 1065, Schedule K-1 information for basis determination. Program Content: The major topics that will be covered in this course include:Explain the use of both "inside" and "outside" basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process. Who should attend: CPAs working in public accounting firms and/or working for partnerships. Developed By: Federal Tax Workshops, Inc Instructor: Steven C. Dilley, PhD, CPA, JD CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: Basic working knowledge of business taxation. Advanced Preparation: None Format: QAS Self Study

Description: In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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 which lookup function works for your needsDistinguish the difference between the many lookup functionsRecall how to effectively utilize Excel's lookup functions Program Content: The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions Who should attend: Any Excel user that wants to learn how to use the LOOKUP functions Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. 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...Distinguish between the authorities granted by Form 2848 and Form 8821.Identify situations where a Power of Attorney is required for IRS representation.Analyze limitations imposed by IRS rules on the authority granted through these forms.Evaluate common mistakes and compliance risks when filing Forms 2848 and 8821.Utilize of the IRS Centralized Authorization File (CAF) system for managing authorizations. Program Content: The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA. Who should attend: CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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 and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.Recall IRS deadlines and the importance of timely and accurate responses.Apply effective communication strategies when corresponding with the IRS.Proactively address IRS concerns to avoid escalation and penalties.Ensure compliance with IRS requirements when responding to correspondence.Assess common issues that arise from IRS letters and develop resolution strategies.Advise clients on their rights and responsibilities when dealing with IRS correspondence.Implement documentation and tracking practices to manage IRS responses effectively. Program Content: The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence. Who should attend: CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description:Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.Learning Objectives:After attending this presentation, you will be able to...Identify important components and sub-components of an Internal Control SystemRecognize how the control environment can help or hinder the operation of control measures and help or hinder operational effectivenessRecall important steps that an organization can undertake, specifically related to control development that can drive the methodologies of the entityProgram Content:The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations changeWho should attend: Accounting and other business professionals that wish to know more about measures that control organization operations.Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description: The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications, and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics, and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. 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 and address the five key barriers preventing technology adoption in their firmApply the CPA Firm Digital Maturity Model to assess their organization's readiness for transformationEvaluate AI tools and vendors using strategic fit criteria appropriate for their firm sizeImplement change management strategies to overcome leadership and staff resistanceDevelop metrics beyond traditional ROI to measure technology implementation success Program Content: The major topics that will be covered in this course include:Five critical technology adoption challenges facing CPA firms todayDigital maturity assessment models and implementation frameworksAI integration strategies for tax, audit, and advisory servicesCybersecurity considerations and risk management protocolsCase studies of successful technology transformations in accounting firms Who should attend: Partners, managing partners, firm administrators, IT directors, COOs, CFOs, practice leaders, senior managers, technology implementation leaders, innovation officers, digital transformation leads, process improvement managers, anyone responsible for technology strategy Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Accounting (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. 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 the top factors that drive retention decisionsImplement whole-person compensation strategies beyond salaryDesign flexible work arrangements that balance employee needs with client serviceCreate meaningful career paths for professionals not seeking partnershipEvaluate your firm's business model for retention sustainabilityApply the "pentagon firm" model to reduce reliance on entry-level staffDevelop retention strategies specific to diverse and younger professionalsAssess your current scheduling and workload distribution practicesBuild a strategic retention plan with measurable outcomes Program Content: The major topics that will be covered in this course include:The true cost of turnover versus retention investmentResearch findings on why professionals leave or stayWhole-person retention strategies beyond compensationWork-life balance solutions that maintain productivityCareer development paths for non-partner track professionalsBusiness model transformations for sustainable staffingTechnology and outsourcing strategies to reduce burnoutRetention strategies specific to diverse talent and younger professionals  Who should attend: Partners, managing partners, CPA firm HR professionals, managers, senior managers, directors, practice leaders, firm administrators, CPAs in leadership positions, public accountants with management responsibilities Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Accounting (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. 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...Compare S Corporations to other entity structures to assess suitability.Prepare Form 2553 and explain relief options for late filings under Rev. Proc. 2022-19.Distinguish between Rev. Proc. 2022-19 and Rev. Proc. 2023-3.Analyze I.R.C. §1361 and §1362 in the context of S Corporation elections and compliance.Identify and address S Corporation eligibility errors and implement corrective measures.Apply corporate governance procedures and corporate formalities.Assess shareholder stock and debt basis rules and implications.Recall critical aspects of Form 1120S, including built-in capital gains and accountable plans.Recall the preparation and reporting requirements for Schedules K-1, K-2, and K-3.Recall officer reasonable compensation requirements, including advisory strategies and audit defenses. Program Content: The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures Who should attend: CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 4.00 Field of Study: Taxes (4.00)     Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. 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...Compare S Corporations to other entity structures to assess suitability.Prepare Form 2553 and explain relief options for late filings under Rev. Proc. 2022-19.Distinguish between Rev. Proc. 2022-19 and Rev. Proc. 2023-3.Analyze I.R.C. §1361 and §1362 in the context of S Corporation elections and compliance.Identify and address S Corporation eligibility errors and implement corrective measures.Apply corporate governance procedures and corporate formalities.Assess shareholder stock and debt basis rules and implications.Recall critical aspects of Form 1120S, including built-in capital gains and accountable plans.Recall the preparation and reporting requirements for Schedules K-1, K-2, and K-3.Recall officer reasonable compensation requirements, including advisory strategies and audit defenses. Program Content: The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures Who should attend: CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 4.00 Field of Study: Taxes (4.00)     Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: 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. 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...Indicate how different stakeholders utilize financial statementsRecognize how flexible budgeting may be used by CFOs and ControllersRecall how time series analysis and common size financial statements are used in trend analysisCalculate liquidity, leverage, and profitability ratiosIdentify the uses and limitations of ratio analysis Program Content: The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios Who should attend: Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills. Developed By: Peters Professional Education LLC Instructor: David Peters CPE Credit: 4.00 Field of Study: Finance (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: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!Learning Objectives:After attending this course, you will be able to...List and use powerful but often hidden tools available in ExcelDiscuss some of the new features built into the spreadsheet applicationWork in a more efficient manner because of keyboard and ribbon-based toolsProgram Content:The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresWho should attend: Accounting and other business professionals that work in Excel who want to become more efficient with the application. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 2.0Field of Study: Computer Software Applications (2.0 CPE) Prerequisites: NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description: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.Learning Objectives:The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetratorsProgram Content:After attending this presentation, you will be able to...Recognize external fraudIdentify control issues that can give rise to external fraud occurrencesRecall ways to reduce external fraud riskWho should attend: Accounting and other business professionals that would benefit by understanding how pervasive external fraud can be and wish to work to mitigate the risk associated with it. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 2.0Field of Study: Accounting (2.0 CPE) Prerequisites:NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description: This course provides a focused analysis of the individual and small business provisions in H.R.1, "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation - designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. 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...• Recognize key individual and small business tax reforms introduced in H.R.1• Apply provisions such as no-tax-on-tips, no-tax-on-overtime exclusions, expanded senior deductions and car loan interest.• Evaluate planning opportunities using expanded credits, phase-outs, and entity-level deductions• Advise Form 1040 filers on compliance strategies and tax planning as these provisions take effect. Program Content: The major topics that will be covered in this course include:Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesBusiness Taxation: Bonus depreciation, §199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption thresholds, charitable deduction changesEducation Incentives: Student loan discharge, 529 plan expansion, new "Trump Accounts"Compliance & Reporting: 1099-K threshold changes Who should attend: CPA, EA, Tax Professional, Financial Planner, Attorney Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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 ...Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications.Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts.Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis. Program Content: The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage  data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format. Who should attend: This course is ideal for accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: A comprehensive working knowledge of Excel Advanced Preparation: Download the handout and practice material prior to course. Format: QAS Self Study

Description: The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. 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...Implement AI and blockchain tools to enhance audit qualityDevelop talent retention strategies for technology-savvy teamsNavigate regulatory sandboxes for safe technology adoptionExpand services to include ESG and real-time assuranceCreate actionable plans for audit transformation Program Content: The major topics that will be covered in this course include:Explore AI, blockchain, and data analytics impact on auditsAddress talent crisis through retention and upskilling strategiesNavigate PCAOB standards and regulatory sandbox conceptsExpand audits to include ESG and nonfinancial metricsImplement technology solutions for firms of all sizes Who should attend: Audit partners, audit managers, senior auditors, audit supervisors, quality control leaders, risk assessment professionals, audit technology specialists, firm managing partners, audit committee members, internal audit directors, compliance officers, professionals responsible for audit methodology Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Auditing (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. 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 recent court cases and Treasury publications affecting individuals and business entities. Recognize recent changes to IRS procedure. Identify recently issued tax court opinions and their implications to taxpayers. Assess the status of upcoming tax legislation and how it might affect clients. Program Content: The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business  International  Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions  Who should attend: This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications. Developed By: Allison M. McLeod, LL.M., CPA. A PLLC Instructor: Allison McLeod CPE Credit: 4.00 Field of Study: Taxes (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event. Learning Objectives: After attending this presentation you will be able to...Identify minimum understanding and documentation requirements if the auditor does not intend to rely on internal controls.Recognize internal controls of less-sophisticated, small-to-medium sized audit clients.Utilize identified internal controls for an efficient, risk-based approach to audits conducted in accordance with generally accepted auditing standards.Document your procedures and related conclusions Program Content: The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients Who should attend: CPAs in public practice and members in industry. Developed By: Chris Harper, CPA Instructor: Chris Harper CPE Credit: 4.00 Field of Study: Auditing (4.00) Prerequisites: Basic working knowledge of the audit process. Advanced Preparation: None Format: QAS Self Study

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