Professional Development and Event Catalog
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Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
Monday, May 10 3:00pm - 6:39pm
Online
4.00 Credits
Member Price: $149
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Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.
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AI-Enhanced Business Consulting for CPAs: Strategies and Tools
Monday, May 10 3:00pm - 6:41pm
Online
4.00 Credits
Member Price: $149
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Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI.
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Revenue Recognition - Topic 606 Disclosures
Monday, May 10 4:00pm - 5:14pm
Online
1.20 Credits
Member Price: $39
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The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard and deep dive into individual steps of the standards.
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Cryptocurrencies for the CFO: Explaining Blockchain
Monday, May 10 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
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What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?
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Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply?
Monday, May 10 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
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Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk.
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Revenue Recognition Determine the Transaction Price Part 2
Tuesday, May 11 10:00am - 11:01am
Online
1.00 Credits
Member Price: $39
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The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
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2026/27 Governmental Auditing Update: Yellow Book and Uniform Guidance
Tuesday, May 11 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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This comprehensive course provides a focused update on key auditing developments affecting governmental and Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance and related Single Audit requirements. Participants will begin with an overview of significant revisions to the 2024 Yellow Book, including changes related to quality management, key audit roles, and effective dates. The course also addresses the GAO's implementation delay and its implications for audit planning, along with recent updates to the Green Book that may affect internal control considerations for governmental entities and Single Audits. The course then shifts to recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and guidance issued through the Office of Management and Budget (OMB). Reporting-related changes, including the transition to SAM.gov-based reporting, are also discussed. Designed for auditors working with governmental entities and federal awards, this course helps participants understand how recent auditing and compliance changes intersect-and what to monitor as expectations continue to evolve.
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Introduction to Amplified Management Practice (AMP)
Tuesday, May 11 10:00am - 12:07pm
Online
2.50 Credits
Member Price: $99
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Introduction to Amplified Management Practice (AMP) is a high-impact, 120-minute crash course designed for leaders tired of juggling chaos, burnout, and broken systems. Whether you're an HR professional, executive, or manager, this session equips you with a practical, repeatable framework to lead with clarity, align your team with purpose, and build momentum without losing your mind, through the core AMP mindsets—Respect, Curiosity, Transparency, and Stewardship—and its three pillars—Vitalizing, Conducting, and Reinforcing—you’ll learn how to connect customer needs, strategy, and operations while inspiring innovation and meaningful change. Perfect for busy professionals, this course delivers quick wins and lasting impact, helping you lead smarter, not harder.
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The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
Tuesday, May 11 10:00am - 1:38pm
Online
4.00 Credits
Member Price: $149
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Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements.
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Budget Mastery: Process, Problems, and Solutions
Tuesday, May 11 11:00am - 12:47pm
Online
2.00 Credits
Member Price: $89
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The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
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Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
Tuesday, May 11 11:00am - 2:37pm
Online
4.00 Credits
Member Price: $149
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The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
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Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
Tuesday, May 11 12:00pm - 1:09pm
Online
1.20 Credits
Member Price: $39
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This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies.
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The Psychology of Fraud
Tuesday, May 11 12:00pm - 1:20pm
Online
1.50 Credits
Member Price: $79
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We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.
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Human Leadership in an AI-World
Tuesday, May 11 12:00pm - 1:30pm
Online
1.50 Credits
Member Price: $69
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"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.
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World-Class Cost Accounting: A Practical Application Part 1
Tuesday, May 11 12:00pm - 3:38pm
Online
4.00 Credits
Member Price: $149
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Gain an invaluable skill set to advance your career by learning how to design and apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct and indirect manufacturing costs for each product, link direct costs to their base drivers, and recognize fluctuating variable and semi-fixed costs that are actually direct in nature. You’ll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable, and apply budgeting techniques to establish accurate standard costs. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
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Ethics – A Line in the Sand; Implications for Daily Business
Tuesday, May 11 12:00pm - 3:49pm
Online
4.20 Credits
Member Price: $149
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Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics - A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.
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Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilience in a Chang
Tuesday, May 11 1:00pm - 2:15pm
Online
1.40 Credits
Member Price: $39
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This is Part 1 of a 5 part series on Emerging Risks - How Accountants and Finance are leading the way The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency.
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Taking the Financial Executive's Leadership to the Next Level
Tuesday, May 11 1:00pm - 2:45pm
Online
2.00 Credits
Member Price: $89
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Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive and professional focus on where they are currently and help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive and professional to position themselves as leaders that others will trust and want to follow. The financial executive and financial professional will walk away understanding a more holistic approach to people and organizations and a transformational leadership style.
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Progressive Management Accounting
Tuesday, May 11 1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $89
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Traditional managerial accounting has often been criticized as ineffective, and in some cases even misleading, leaving many line managers skeptical of the information it provides. Modern management accounting addresses these shortcomings by developing precise cost-per-unit metrics that support budgeting, cost analysis, and performance control. Activity-Based Costing (ABC) enhances accuracy by tracing costs through cause-and-effect relationships rather than relying on broad overhead allocations. This fact-based approach delivers clear visibility into true profit margins across products, service lines, sales channels, and customers. In addition, ABC empowers organizations to reduce costs and improve productivity by reporting unit costs that track trends and benchmark performance against competitors. By moving beyond outdated accounting methods, organizations can unlock significant strategic and financial advantages.
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Supervised AI Agents as Public CPA Audit Team Members
Tuesday, May 11 2:00pm - 2:58pm
Online
1.00 Credits
Member Price: $39
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Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI (‘Artificial Intelligence’) is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance.