CPE & Event Catalog

Ethical, compliant AI adoption.

Risk identification. Materiality determinations. Automating audit procedures with AI-driven tools. Detection of anomalies and fraud using AI techniques. Compliance monitoring and regulatory reporting with AI. Best practices for implementing AI tools.

Assessing readiness for AI adoption. Technology infrastructure. Data and availability and quality. Organizational culture and readiness. Integrating AI into existing workflows. Training and upskilling staff. Common challenges and barriers to AI adoption.

Tax preparation. Tax research. Generative AI. How the IRS is using AI.

Accountability and responsibility. Data privacy and security. Data breaches and cybersecurity. Ethical AI usage.

Robotic process automation. Blockchain technology. Quantum computing. Edge computing. Evolution of AI in accounting practices. Future AI legislation.

AI key concepts. Machine learning. Deep learning. Algorithms. Significance of AI in the accounting profession.

Data extraction. Data cleansing. Data normalization. Financial analysis. Financial forecasting.

Considerations of using ai accounting software. Types of AI accounting software. Fraud detection software.

AI key concepts. Machine learning. Deep learning. Algorithms. Significance of AI in the accounting profession. AI technologies in accounting software. Tax preparation software. Robotic process automation. Ethical implications of adopting AI technologies. Using AI for data analysis and reporting. Using AI for data extraction, cleansing and normalization. Considerations when adopting AI. Integrating AI into existing workflows.

Harnessing the power of AI. Automating workflows.

Overview of artificial intelligence and its evolution. The foundations of AI technologies. Taxation and AI. The future of AI in accounting.

Multiple contracts with same customer. Enforceability and payment terms. Contract modifications. Cancellations or terminations. Determining performance obligations. Understanding performance obligations. Promised goods or services. Bundled offerings. Changes in customer requirements. Long-term contracts.

Licensing arrangements and intellectual property. License distinct. Nature of license. License renewals. Financial statement disclosures. Revenue recognition disclosures. Contracts with customers. Significant judgments. Assets recognized from costs to obtain or fulfill a contract. Ensuring completeness. Practices to avoid.

Methods to estimate variable consideration. Constraining estimates. Significant financing components. Accounting for contract modifications. Modification approval assessment. Factors supporting contract modification approval. Modification accounted for as separate contract. Modification not accounted for as a separate contract.

Point in time vs. over time. Satisfied over time. Measuring progress. Output methods. Input methods. Satisfied at a point in time. Principal vs. agent considerations.

ASC 842. Lease accounting.

Utilizing Power Query to access data from the web, spreadsheets, folders, and databases. Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel. Producing various reporting documents from data delivered from Power Query.

Role of an accountant. Chart of accounts. General ledger and trial balance. Accounting procedures accounting for receivables. Accounting for investments. Accounting for inventory. Accounting for property, plant, and equipment. Accounting for intangibles. Accounting for equity. Revenue recognition. Accounting for payroll. Accounting for stock-based compensation. Accounting for income taxes. Accounting for business combinations, and more.

Accounting information systems and packages. Computer software in managerial accounting. Information security and data protection. The accountant and the networked environment. The accountant and database management systems. Information systems and financial analysis.