Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressures
Tuesday, Jun. 8 5:00pm - 6:43pm
Online
2.00 Credits
Member Price: $99
See more dates
This is Part 5 in our series of Emerging Risks and Resilience - 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 five-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.
More Dates
State of AI
Wednesday, Jun. 9 10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
See more dates
Artificial Intelligence is moving fast and increasingly adopted in businesses, significantly improving efficiency in many industries, including finance, retail, healthcare and manufacturing. What is real and what is just hype? What should business leaders consider as they lead their organizations in the adoption of this technology? Why is AI governance the key to success? This webinar will cover some of the major advancements in artificial intelligence in 2025 and key insights on where AI is headed and recommend both strategic and tactical steps to take as we move into 2026.
More Dates
The Psychology of Fraud
Wednesday, Jun. 9 10:00am - 11:20am
Online
1.50 Credits
Member Price: $79
See more dates
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.
More Dates
Audit Skills for Beginners
Wednesday, Jun. 9 10:00am - 1:38pm
Online
4.00 Credits
Member Price: $149
See more dates
Learn the basic skills new staff need to hit the ground running and efficiently complete assigned tasks, including what new auditors are expected to know and do, including the nature, timing, and extent of common audit procedures. Focus on why certain procedures are performed and perform typical procedures.
More Dates
Ethics – A Line in the Sand; Implications for Daily Business
Wednesday, Jun. 9 10:00am - 1:49pm
Online
4.20 Credits
Member Price: $149
See more dates
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.
More Dates
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
Wednesday, Jun. 9 10:00am - 5:40pm
Online
8.00 Credits
Member Price: $250
See more dates
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement. This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet efficient, nature.
More Dates
Conflict Resolution and Effective Communication Training
Wednesday, Jun. 9 10:30am - 11:42am
Online
1.20 Credits
Member Price: $39
See more dates
Strong teams communicate openly, listen actively, and handle conflict with respect. This engaging session helps participants recognize different communication styles, manage misunderstandings, and turn tough conversations into opportunities for collaboration. Through discussions and practical tools, team members will build confidence in addressing challenges while strengthening trust and connection in the workplace.
More Dates
Supervised AI Agents as Internal Audit Team Members
Wednesday, Jun. 9 11:00am - 11:57am
Online
1.00 Credits
Member Price: $39
See more dates
How should internal auditors and finance team leaders use Agentic AI? What are the dos and do nots? When deployed properly AI is wonderful. Can AI help with SOX testing? We review how to avoid the common mistakes that eliminate the benefits that AI can provide. Join us to learn about those expensive lessons. 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 mee 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. Be prepared and learn from others.
More Dates
Excelling at Excel: Tips, Tricks and Updates
Wednesday, Jun. 9 11:00am - 12:47pm
Online
2.00 Credits
Member Price: $89
See more dates
Unlock the full potential of Excel with our comprehensive training on shortcuts and formulas. This course is designed for CPAs and financial professionals who want to enhance their efficiency and accuracy in Excel. Learn how to navigate and utilize different versions of Excel, discover powerful new functions, and master the art of creating effective tables and automations. With practical examples and hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker and more precise. Plus, benefit from insider tips and tricks drawn from the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.
More Dates
Humanize Automation: Frameworks for Understanding AI and Your Strategy
Wednesday, Jun. 9 12:00pm - 1:05pm
Online
1.20 Credits
Member Price: $39
See more dates
By now you've heard of AI, and a lot about Generative AI (ChatGPT, Co-Pilot, etc.). And in experimenting with these tools, you've likely had some success and some disappointment. That's all part of the process! And it's also why we're bringing you this session, so that you can avoid the failures and accelerate the efficiencies. In this session you'll take a journey. From learning an effective method for prompting generative AI tools, to understanding the importance of data organization, to leveraging automations for strategic points in your customer experience, and to the ever-expanding area of building your own AI agents, this session will provide you with frameworks and processes to better understand AI and craft a strategy for your business.
More Dates
Preparing and Reviewing Workpapers for Higher Quality Audits
Wednesday, Jun. 9 12:00pm - 3:37pm
Online
4.00 Credits
Member Price: $149
See more dates
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.
More Dates
Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2
Wednesday, Jun. 9 12:00pm - 3:38pm
Online
4.00 Credits
Member Price: $149
See more dates
This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
More Dates
Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions
Wednesday, Jun. 9 1:00pm - 2:09pm
Online
1.20 Credits
Member Price: $39
See more dates
In today's demanding work environment, professionals in high-stress roles often struggle to maintain their well-being, leading to burnout, fatigue, and decreased productivity. This interactive workshop provides practical strategies to build resilience, manage stress, and create sustainable wellness habits. Participants will engage in hands-on exercises, including mindfulness techniques, stress mapping, boundary-setting, and energy management strategies.
More Dates
Introduction to Governmental Accounting 103
Wednesday, Jun. 9 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Intro to Governmental Accounting 103 is the natural follow up course to the first two Intro to Governmental Accounting courses, 101 and 102, and will take a dive into more complex issues surrounding the reporting of capital assets and long-term debt, investment accounting, and a little introduction to grant accounting and reporting.
More Dates
Public Speaking Secrets That Wow Audiences
Wednesday, Jun. 9 2:00pm - 5:35pm
Online
4.00 Credits
Member Price: $149
See more dates
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.
More Dates
How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
Wednesday, Jun. 9 2:00pm - 9:34pm
Online
8.00 Credits
Member Price: $250
See more dates
By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material misstatement. When designing your detailed audit plan, how and where you decide to spend your time is largely a matter of professional judgment. The proven tips and techniques for critically rethinking how you plan and design your audit taught in this course will help auditors enhance audit quality and manage profitability in all engagements.
More Dates
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
Wednesday, Jun. 9 4:00pm - 5:49pm
Online
2.00 Credits
Member Price: $89
See more dates
Recently issued generally accepted auditing standards were designed to enhance audit quality. This course will address the most commonly misapplied concepts and FAQ in properly implementing the new requirements in the way intended to achieve that goal.
More Dates
Transforming Strategic and Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
Thursday, Jun. 10 9:00am - 10:56am
Online
2.20 Credits
Member Price: $89
See more dates
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
More Dates
State of Privacy
Thursday, Jun. 10 10:00am - 10:52am
Online
1.00 Credits
Member Price: $39
See more dates
With consumers' growing demand for privacy, it is imperative that enterprises prioritize privacy and provide privacy professionals with the resources they need. This webinar explores the findings of the annual State of Privacy Survey, which surveyed privacy professionals around the world and will cover trends in privacy staffing, budgets, awareness training, breaches, and privacy by design. Awareness of trends in these key privacy areas can help attendees reexamine, reevaluate, and potentially improve their privacy programs.
More Dates
A Strategic Approach to Understanding Compensation Structures
Thursday, Jun. 10 10:00am - 11:19am
Online
1.50 Credits
Member Price: $79
See more dates
Understanding the principles and practices of compensation is essential for creating a motivated and satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness and engagement in HR practices. This program is designed for HR professionals and business leaders seeking to enhance their compensation strategies.