Professional Development and Event Catalog

Description:The Auditing Standards Board (ASB) has completed its update of the three engagement types in the SSAEs. In this course, we will review the changes to the examination, review, and agreed-upon procedures standard to provide you with an understanding of the changes to performance and reporting requirements.

Description: Audit Documentation - Creating Workpapers That Pass Review is an important foundational course. Proper documentation is essential to a high-quality audit and other assurance services, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusions reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. Note: This course is a part of a recommended 16-hour audit skills curriculum for beginning staff. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Description: Auditing Contingencies and Going Concern Uncertainty - Testing for Completeness and Proper Disclosure will provide tips and techniques for obtaining sufficient appropriate audit evidence to support conclusions related to contingencies and going concern uncertainty. Financial statements may contain significant uncertainties requiring special audit consideration for evaluating proper accounting and financial reporting treatment.

Description: This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality.

Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Description: After more than 10 years in the marketplace, Bitcoin has been firmly planted in the global financial system as the de facto leader in the cryptocurrency market. Bitcoin is no longer looked at as a mystical concept of money made of pixie dust. Bitcoin has evolved to be a major force in the financial technology (FinTech) industry. With the collapse of the FTX cryptocurrency exchange, among others, it is important to understand how Bitcoin separates itself from all the other alternative cryptocurrencies, aka alt coins, as well as how you can protect your Bitcoin investment from these exchange collapses. As a CPA advising your clients on financial matters, it is imperative that you have a fundamental understanding of Bitcoin and how it all works and what distinguishes it from all the other cryptocurrencies. This course provides you with a solid base of Bitcoin knowledge so that you will be confident in having those client conversations, as well as participating in the Bitcoin ecosystem, including current tax implications.

Description: One of the most talked about emerging technologies that has the potential to significantly disrupt the accounting profession is blockchain. This course is designed to bring you up to speed on what this revolutionary technology is all about. You will learn about the concepts, nomenclature, technology and potential applications related to blockchain. This will prepare you to participate in conversations about blockchain technology with your colleagues, peers and others.

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.

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.

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.

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.

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.

Description: This CPE course provides an examination of the recent reports from a selection of Single Audit results. The instructor will go over the most common deficiencies found in Yellow Book and Single Audits and common peer review findings and OIG investigations. This course will also provide examples of common controls, best practices, and mitigation techniques. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

Description:This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants.

Description: This comprehensive course will highlight the impact of the current financial reporting environment on financial statement reporting, evaluate recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board, recall other financial reporting frameworks, and key implementation challenges and identify emerging financial reporting trends.

Description:The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information.

Description:Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security.

Description:Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications.

Description: This session will highlight recent cases of ethical failures and fraud and will highlight concepts of trust, personal accountability, responding to fraud, and the conduct expected of CPAs outlined in the Code of Professional Conduct. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.