CPE Catalog & Events

This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and financial professionals must evolve their roles-leveraging AI for smarter budgeting, automated compliance, and real-time auditing. The course highlights the top 20 macro-level AI trends in construction and explores how accounting professionals can align financial systems with operational AI, uphold audit integrity, and prepare for emerging tax and compliance challenges.

Description: This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance, and financial planning-while enabling real-time reporting, fraud detection, and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises. 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 benefits and limitations of predictive analytics in cost managementApply AI tools to improve audit accuracy and timelinessEvaluate the role of AI in real-time financial reporting and forecastingDesign frameworks for ethical AI governance in financial systemsInterpret AI-generated insights for tax compliance and strategic decisionsFormulate strategies for integrating AI into traditional accounting workflow Program Content: The major topics that will be covered in this course include:Intelligent automation and dark factoriesPredictive maintenance and real-time cost trackingAI-enabled financial reporting and dashboardsContinuous auditing and anomaly detectionTax compliance automation and transfer pricing AIData governance and cybersecurity in financial systemsWorkforce reskilling and AI-augmented financial roles Who should attend: This course is ideal for accountants, auditors, controllers, CFOs, and finance professionals in manufacturing who seek to understand and lead AI-powered transformation in financial oversight. Developed By: Garrett Wasny Instructor: Garrett Wasny CPE Credit: 2.00 Field of Study: Information Technology (2.00) Prerequisites: Basic understanding of accounting principles and familiarity with manufacturing operations is recommended. Advanced Preparation: None Format: QAS Self Study

Description: This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. 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 AI trends transforming the retail accounting landscapeAnalyze risks associated with AI-driven financial decisionsApply accounting standards to AI-related investments and expensesEvaluate audit readiness of AI-generated data and outputsDesign internal controls for AI-integrated financial systemsInterpret ethical and regulatory frameworks governing AI use in retailDevelop strategies to align accounting practices with AI innovation Program Content: The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight Who should attend: This course is ideal for accountants, auditors, and finance leaders working in or with retail businesses seeking to stay ahead of AI-driven transformation. Developed By: Garrett Wasny Instructor: Garrett Wasny CPE Credit: 2.00 Field of Study: Information Technology (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. 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 all the ways you can use Adobe Acrobat to create, edit and manage PDF filesDistinguish between the various features of Adobe and when to use themRecognize the opportunity to use Adobe to create fillable forms and process documents for e-signature Program Content: The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs  with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality  Who should attend: Anyone who uses Adobe Acrobat to work with PDF files. Developed By: Higgins Advisory, LLC Instructor: John Higgins (HAL) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. 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 fundamental features and functionalities of ChatGPT in an accounting context.Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios.Analyze financial statements, news releases, and other relevant data using ChatGPT.Explore and identify business opportunities using hyper-local and sectoral analysis techniques.Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations.Evaluate assets, space, and user interfaces using image analysis with ChatGPT.Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks. Program Content: The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility. Who should attend: This course is designed for accountants, financial analysts, and other finance professionals looking to leverage AI technology for enhanced financial decision-making, process optimization, and innovative problem-solving. Developed By: Garrett Wasny Instructor: Garrett Wasny, MA, CMC, CITP/FIBP CPE Credit: 2.00 Field of Study: Information Technology (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. 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 Excel workflows to build efficient and accurate data reports.Analyze data sets to calculate key performance metrics and insights.Utilize Excel formatting tools to structure reports for clarity and professional presentation. Program Content: The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization. Who should attend: Any Excel user that wants to maximize Excel's potential to build reports, saving time and improving the quality of your outputs. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: Have intermediate knowledge of Microsoft Excel and have taken Excel for Staff Level 1 and 2 (or similar). Advanced Preparation: Download the handout and practice material prior to course. Format: QAS Self Study

Description: Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. 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 Role of IRS Criminal Investigation (CI)Assess the Historical Development of IRS CIIdentify Key Investigative Techniques and ToolsRecognize the Importance of IRS CI's WorkAssess the Training and Development of CI AgentsRecognize the Process of Tax Fraud and Money Laundering Investigations Program Content: The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. Who should attend: CPAs, forensic accountants, tax professionals Developed By: Nordlander CPA, PLLC Instructor: Robert Nordlander CPE Credit: 4.00 Field of Study: Taxes (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description:Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.Learning Objectives:After attending this presentation, you will be able to...Distinguish reasons that employees and others that are internal to an organization choose to undertake fraudulent actsDetermine the ways that fraud activities are changing as business methods changeDifferentiate between the types of control measures that work best as entities strive to mitigate fraud riskSelect specific internal control measures that reduce fraud activitiesIdentify how anti-fraud measures add security to all segments and aspects of a business organizationProgram Content:The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are workingWho should attend: Accounting and other business professionals with a need to understand ways to thwart fraud.Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: A basic understanding of internal control and security conceptsAdvanced Preparation: NoneFormat: QAS Self Study

Description:Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.Learning Objectives:After attending this presentation, you will be able to...Distinguish reasons that employees and others that are internal to an organization choose to undertake fraudulent actsDetermine the ways that fraud activities are changing as business methods changeDifferentiate between the types of control measures that work best as entities strive to mitigate fraud riskSelect specific internal control measures that reduce fraud activitiesIdentify how anti-fraud measures add security to all segments and aspects of a business organizationProgram Content:The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are workingWho should attend: Accounting and other business professionals with a need to understand ways to thwart fraud.Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: A basic understanding of internal control and security conceptsAdvanced Preparation: Complete part 1 of this courseFormat: QAS Self Study

Description: Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. 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 financial ratios to assess profitability, operational efficiency, and risk exposure.Calculate key metrics, including operating leverage, margin of safety, and free cash flow yield, to evaluate financial performance.Analyze cost behavior to determine its impact on break-even points and financial stability.Differentiate between traditional ratios and underutilized metrics for a more comprehensive financial analysis.Select appropriate financial ratios to compare company performance and support strategic decision-making. Program Content: The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool Who should attend: Financial Analysts and Accountants enhancing their financial analysis skills. Business Leaders seeking insights into operational efficiency and cash flow. Investors and Analysts applying advanced ratios for better valuations. Developed By: Eric Knight, CPA, DBA Instructor: Eric Knight CPE Credit: 1.00 Field of Study: Finance (1.00) Prerequisites: A basic understanding of financial statements (income statement, balance sheet, and cash flow statement) and familiarity with common financial ratios (e.g., current ratio, return on assets) is recommended to maximize the learning experience. Advanced Preparation: None Format: QAS Self Study

Description: This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. 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 the importance of budgetingIdentify components of a master budgetDistinguish the utility of flexible budgetsAnalyze the role of variancesApply capital budgeting techniques Program Content: The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting Who should attend: CPAs in public practice or members in industry who want to enhance budgeting skills. Developed By: Chris Harper, CPA Instructor: Chris Harper CPE Credit: 2.00 Field of Study: Finance (2.00) Prerequisites: Basic knowledge of financial statements. Advanced Preparation: None Format: QAS Self Study

Description: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.Learning Objectives:After attending this presentation you will be able to...Identify the components of a control systemIdentify the ways that risk affects all business activitiesUse concepts such as risk appetite and risk tolerance to properly create controlsApply the concepts set forth in the COSO framework that relate to the control environmentChoose the necessary steps to increase the quality of control development activitiesProgram Content:The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM FrameworkWho should attend: Accounting and other business professionals that wish to know more about controls that drive all entity objectives.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: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.Learning Objectives:After attending this presentation you will be able to...Identify the components of a control systemIdentify the ways that risk affects all business activitiesUse concepts such as risk appetite and risk tolerance to properly create controlsApply the concepts set forth in the COSO framework that relate to the control environmentChoose the necessary steps to increase the quality of control development activitiesProgram Content:The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM FrameworkWho should attend: Accounting and other business professionals that wish to know more about controls that drive all entity objectives.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: The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. 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 a forecast and a budgetRecognize the difference between top-down and bottom-up budgetingRecognize the key elements of a flexible budgeting approach Utilize key forecast driversApply judgement when it may be appropriate to make a forecast adjustment   Program Content: The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques Who should attend: CFOs & Controllers who are involved in the budgeting and forecasting process. Developed By: Peters Professional Education LLC Instructor: David Peters CPE Credit: 2.00 Field of Study: Finance (2.00) Prerequisites: A basic understanding of budgeting techniques. Advanced Preparation: None Format: QAS Self Study

Description: 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. 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 authority and regulations of the IRS.Develop a plan of action to prepare for an audit.Recognize questionable tax strategies by owners.Develop a plan for unpaid taxes.Recognize possible criminal tax violations. Program Content: The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners. Who should attend: CFO, controllers, finance professionals, CPAs, and attorneys. Developed By: Nordlander CPA, PLLC Instructor: Robert Nordlander CPE Credit: 4.00 Field of Study: Taxes (4.00) Prerequisites: A basic understanding of the responsibilities of a CFO. Advanced Preparation: None Format: QAS Self Study

CPA Crossings' Unlimited Self-Study Package (5/1/2026 - 4/30/2027) Unlimited access to over 100 self-study courses including white papers, webinars, product guides, case studies, industry analysis, and more. You will also be able to access any new self-study courses that are added during your subscription term. Access to LCPA Anytime begins immediately upon purchase of your subscription and ends on April 30, 2025. This product is not prorated. Please review our FAQ page for more detail.

Description:  The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. 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...Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruitersCritical thinking frameworks and strategy creation techniques for financial leadershipForward-looking financial skills including capital management, forecasting, and funding strategiesIndustry-specific requirements for high-growth companies and nonprofit organizationsPractical career development strategies to build CFO-ready competencies Program Content: The major topics that will be covered in this course include:Identify the top general competencies most valued by hiring executives for CFO positionsRecognize the shift from compliance-focused to forward-looking financial skills in CFO requirementsList specific sub-competencies that rank highest in the research findingsCompare traditional CPA skills with modern CFO competency requirementsIdentify actionable steps from the report's recommendations for career development Who should attend: Senior managers, directors, controllers, VPs of finance, assistant controllers, finance managers, accounting managers, CPAs in industry, public accounting professionals considering corporate roles, financial analysts, treasury managers, FP&A professionals, professionals aspiring to CFO positions     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 will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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 basics of ChatGPT and artificial intelligence chatbot technologiesUse ChatGPT to automate tasks and improve efficiency in the accounting professionUtilize ChatGPT to improve accuracy and reduce the risk of mistakes in financial recordsSupply real-time support to clients using ChatGPTGenerate financial reports using ChatGPTUse ChatGPT to automate tax return preparation and financial planningDeliver guidance on financial decision making using ChatGPT Program Content: Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making Who should attend: This course is ideal for accountants and other financial professionals who are looking to incorporate ChatGPT and artificial intelligence chatbot technologies into their work. Developed By: Garrett Wasny Instructor: Garrett Wasny, MA, CMC, CITP/FIBP CPE Credit: 2.00 Field of Study: Information Technology (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The course will cover the basic requirements for performing preparation, compilation and review engagements under the current SSARS standards including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. The session will highlight common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a firm's peer review. The discussion will highlight the key issues to consider during your upcoming SSARS engagements and will incorporate quality control recommendations and tips for performing high-quality SSARS engagements. Learning Objectives: After completing this course, you will be able to:Recognize the foundational principles of SSARS.Identify the new requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Indicate processes to achieve high-quality SSARS engagements. Program Content: The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements. Who should attend: Members in Public Accounting Developed By: Pennsylvania Institute of CPAs Instructor: Allison M. Henry, CPA, CGMA CPE Credit: 2.00 Field of Study: Accounting (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. 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 advanced PivotTable techniques to analyze complex datasets. Determine the most effective way to structure data for analysis. Choose appropriate PivotTable functions for specific business needs. Analyze trends and patterns within large datasets using PivotTables. Compare different data segments to draw actionable insights. Program Content: The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders. Who should attend: Anyone who wants to analyze data in Excel or Power Pivot, whether you have large datasets or just want to improve your reporting skills. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 4.00 Field of Study: Computer Software & Applications (4.00) Prerequisites: Intermediate knowledge of Excel. Advanced Preparation: Download the handout and practice material prior to course. Format: QAS Self Study