CPE & Event Catalog

Practical self-care strategies to reduce stress, prevent burnout, and enhance work-life balance.

Evolution and current state of AI technologies in accounting. Development of comprehensive AI usage policies and guidelines. Implementation frameworks for integrating AI into accounting workflows. Strategic approaches to AI-driven process automation and optimization. Methods for identifying and capitalizing on AI opportunities. Best practices for human-AI collaboration in accounting. Risk management and ethical considerations for AI implementation.

The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies. The profession's need to change to meet its ethics standard in a technology-centric environment. Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.

Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII forms filler. Credit card storage. Digital data vault.

Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI-enhanced business advisory services.

Control creation and implementation basics. Implementation and update procedures for an internal control system. Maintaining existing internal controls.

AICPA Accounting and Review Services Committee standards update and new practice aid. AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards. AICPA new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources. PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes. Update on AICPA Enhancing Audit Quality Initiative. Trends in audit quality including the DOL audit quality study. Frequent peer review findings and practice tips for achieving high practice quality. Latest on the DOL audit quality study.

ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate and select applications for their business.

Fundamentals of machine learning and AI algorithms. How generative AI models like ChatGPT function. Practical examples of generative AI in accounting, finance and tax. Key terminologies and concepts simplified. AI Agents for process automation.

Examination of actual frauds. Discussion of internal controls that could have prevented the frauds. Contemplation of epiphanies for your own professional scenarios.

Generally accepted audit requirements related to testing controls for operating effectiveness. Identifying key controls that may prove effective and efficient to test in a control reliance strategy. Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control. Leveraging audit evidence available for SOC1 Reports. General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting.

Understanding cyber threats and risks in finance. Cybersecurity frameworks and best practices for financial professionals. Financial data security and encryption techniques. Cybersecurity auditing and forensic investigations. Emerging technologies and trends in financial cybersecurity. Leadership and governance in cybersecurity for financial executives.

Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.

Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.

The downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review the provisions of the SECURE Acts and how they will impact retirement planning.

AI-powered ideation and opportunity identification techniques. Digital asset creation workflows using generative AI tools. Audio and video content generation using AI avatars and synthesis. E-commerce integration and product development strategies. AI-driven presentation and visual content creation. Social media content optimization and distribution. Multi-format content transformation.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.

Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.

Overview of AI and its evolution in business. Deep dive into generative AI and its applications. Impact of AI on accounting, tax and finance sectors. Future trends and opportunities for CPAs. Preparing for the AI-driven business environment.

Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity. Understanding the critical role of IT general and application controls to reliable financial reporting, even in less-complex IT environments. Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities. Identifying and evaluating the sufficiency of key controls to satisfy control objectives. Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that.