CPE Catalog & Events
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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, Surgent, AHI, AICPA, and K2 Enterprises to deliver high-quality webcast and self-study content in a convenient and cost-effective manner. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040
Available Until
On Demand Only
2.00 Credits
Description: This course provides a focused analysis of the individual and small business provisions in H.R.1, "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation - designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...• Recognize key individual and small business tax reforms introduced in H.R.1• Apply provisions such as no-tax-on-tips, no-tax-on-overtime exclusions, expanded senior deductions and car loan interest.• Evaluate planning opportunities using expanded credits, phase-outs, and entity-level deductions• Advise Form 1040 filers on compliance strategies and tax planning as these provisions take effect. Program Content: The major topics that will be covered in this course include:Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesBusiness Taxation: Bonus depreciation, §199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption thresholds, charitable deduction changesEducation Incentives: Student loan discharge, 529 plan expansion, new "Trump Accounts"Compliance & Reporting: 1099-K threshold changes Who should attend: CPA, EA, Tax Professional, Financial Planner, Attorney Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study
The 10 Must Know Excel Features
Available Until
On Demand Only
2.00 Credits
Description: Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to ...Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications.Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts.Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis. Program Content: The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format. Who should attend: This course is ideal for accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: A comprehensive working knowledge of Excel Advanced Preparation: Download the handout and practice material prior to course. Format: QAS Self Study
The Best Federal Tax Update Course by Surgent
Available Until
On Demand Only
16.00 Credits
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
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The Best Federal Tax Update Course by Surgent
Available Until
On Demand Only
8.00 Credits
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
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The Best Individual Income Tax Update Course by Surgent
Available Until
On Demand Only
12.00 Credits
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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The Best Individual Income Tax Update Course by Surgent
Available Until
On Demand Only
8.00 Credits
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until
On Demand Only
12.00 Credits
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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until
On Demand Only
8.00 Credits
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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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The Future of Audit: Technology, Talent & Transformation
Available Until
On Demand Only
1.00 Credits
Description: The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Implement AI and blockchain tools to enhance audit qualityDevelop talent retention strategies for technology-savvy teamsNavigate regulatory sandboxes for safe technology adoptionExpand services to include ESG and real-time assuranceCreate actionable plans for audit transformation Program Content: The major topics that will be covered in this course include:Explore AI, blockchain, and data analytics impact on auditsAddress talent crisis through retention and upskilling strategiesNavigate PCAOB standards and regulatory sandbox conceptsExpand audits to include ESG and nonfinancial metricsImplement technology solutions for firms of all sizes Who should attend: Audit partners, audit managers, senior auditors, audit supervisors, quality control leaders, risk assessment professionals, audit technology specialists, firm managing partners, audit committee members, internal audit directors, compliance officers, professionals responsible for audit methodology Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Auditing (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study
The One Big Beautiful Bill: 2025 tax legislation
Available Until
On Demand Only
4.00 Credits
Description: The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Analyze recent court cases and Treasury publications affecting individuals and business entities. Recognize recent changes to IRS procedure. Identify recently issued tax court opinions and their implications to taxpayers. Assess the status of upcoming tax legislation and how it might affect clients. Program Content: The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions Who should attend: This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications. Developed By: Allison M. McLeod, LL.M., CPA. A PLLC Instructor: Allison McLeod CPE Credit: 4.00 Field of Study: Taxes (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study
The Role of Internal Control in the Risk-Based Audit
Available Until
On Demand Only
4.00 Credits
Description: This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event. Learning Objectives: After attending this presentation you will be able to...Identify minimum understanding and documentation requirements if the auditor does not intend to rely on internal controls.Recognize internal controls of less-sophisticated, small-to-medium sized audit clients.Utilize identified internal controls for an efficient, risk-based approach to audits conducted in accordance with generally accepted auditing standards.Document your procedures and related conclusions Program Content: The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients Who should attend: CPAs in public practice and members in industry. Developed By: Chris Harper, CPA Instructor: Chris Harper CPE Credit: 4.00 Field of Study: Auditing (4.00) Prerequisites: Basic working knowledge of the audit process. Advanced Preparation: None Format: QAS Self Study
Think AI-First and Future-Proof Your Firm
Available Until
On Demand Only
1.00 Credits
Course Overview:The accounting profession is transforming, and AI is no longer optional. It's now your competitive advantage. In this high-impact course, you'll learn how to shift from using AI to thinking AI-first, leveraging it as a business best friend to drive firm growth, enhance leadership, and optimize decision-making. What You'll Learn:How AI-first firms will dominate the next 2-5 yearsWhy AI isn't replacing CPAs and making the best ones strongerHow to use AI to track leadership patterns, test decisions and scale advisoryThe exact AI prompts top firms use for strategy, pricing and client insightsHow to turn messy firm data into structured, actionable intelligenceHow to develop AI-first instincts in real-time Course Lessons:Why AI Matters for Accountants AI isn't just automation; it's a leadership tool.Treating AI Like Your Business Best Friend. Thinking AI-first in every decision.AIQ - Getting AI to Think Differently. Making AI your strategic partner.Data That Leads to Transformation. AI-powered leadership insights.Leading with AI. Using AI for faster, sharper decision-making.Becoming an AI-First CPA. Future-proofing your firm and mindset.This is Where the Real Work Begins. Your next steps.Setup:If you Prework:Go to get signupIf you need help getting started with AI, here's a video that will get you up and running with ChatGPT: https://www.loom.com/share/2353ce19a35e41d2a74bb4dac4decaec?sid=27cecd95-82c9-4404-829d-b01ac8a29819 To understand how AI "learns" and how it's trained, read this:https://www.msn.com/en-us/money/technology/ai-doesn-t-really-learn-and-knowing-why-will-help-you-use-it-more-responsibly/ar-AA1AwkId?ocid=msedgdhp&pc=EDGEESS&cvid=ccf61c50ccd14eb3822d8344d3697681&ei=95
Turning Tax Tech into Leadership Opportunity
Available Until
On Demand Only
1.00 Credits
Course Overview: The next era of tax leadership is about leading smarter. Every year, firms lose billions of dollars to inefficiency, duplication and burnout. But within that pain lies opportunity. In this course, you'll learn how to turn technology adoption — using K1x as a real-world case study — into a leadership moment. You'll see how to drive buy-in, lead change regardless of title and turn automation into a platform for growth, freedom and firm-wide transformation. You'll walk away ready to be the digital champion your firm didn't know it needed. The person who doesn't just implement technology, but reshapes how people think, work and lead. What You'll Learn: ? How to recognize and reframe inefficiency as an opportunity for leadership ? Why digital champions often lead from the middle not the corner office ? How to pilot tax technology like K1x and build firm-wide buy-in ? How to translate staff wins into ROI that partners can't ignore ? Change management strategies that make new technology stick ? Why culture, not code, defines long-term success REQUIRED Prework: You will need access to K1 Aggregator®. Please request a log in today at https://k1x.io/welcome-xcellabs/. Please note, it will take one to two days after you request access to be given rights. If you do not see a welcome email then, please request from support@k1x.io. Taking the needed time to request access won't prevent you from getting started right away with lessons 1-4. Course Lessons (Including Hands-on Case Study): 1. The Pain is Real and You Can Solve It 2. Becoming the Digital Champion 3. Small Wins, Big Buy In 4. Selling Up 5. Getting Started: Stepping Into the Case Study 6. Uploading a K-1 7. Conducting a Digital Review 8. Tying Out Taxable Income 9. Learning to Reclass 10. Exploring State Data 11. Doing it All Again 12. Streamlining Reporting 13. Adding a W-2 and Brokerage Statement 14. Celebrating, Iterating and Scaling
Understanding Internal Control Constructs
Available Until
On Demand Only
4.00 Credits
Description:Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. Learning Objectives:The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependencyProgram Content:After attending this presentation, you will be able to...Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensatingDetermine how each control becomes a piece of an overall internal control structureIdentify both organization-wide measures as well as more segmented controls and how these must co-existWho should attend: Accounting and other business professionals that would benefit with greater understanding of internal control. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: A basic understanding of Internal Control conceptsAdvanced Preparation: NoneFormat: QAS Self Study
Understanding/Creating Internal Control Systems (Part 1)
Available Until
On Demand Only
4.00 Credits
Description:Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.Learning Objectives:After attending this session you will be able to...Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensatingIdentify ways to create strong internal controlsIdentify reasons that control measures are required, such as to deter fraud or reduce operational inefficienciesDetermine why the control environment is important as implementation efforts are ongoingApply COSO Framework concepts to three segments of an organization's technology infrastructure that must be controlled.Program Content:The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technologyWho should attend: Accounting and other business professionals that would like to have an understanding of internal controls for business entities. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: An understanding of internal control conceptsAdvanced Preparation: NoneFormat: QAS Self Study
Understanding/Creating Internal Control Systems (Part 2)
Available Until
On Demand Only
4.00 Credits
Description:Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.Learning Objectives:After attending this session you will be able to...Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensatingIdentify ways to create strong internal controlsIdentify reasons that control measures are required, such as to deter fraud or reduce operational inefficienciesDetermine why the control environment is important as implementation efforts are ongoingApply COSO Framework concepts to three segments of an organization's technology infrastructure that must be controlled.Program Content:The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technologyWho should attend: Accounting and other business professionals that would like to have an understanding of internal controls for business entities. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: An understanding of internal control conceptsAdvanced Preparation: Complete part 1 of this seriesFormat: QAS Self Study
Unlock the Power of AI with Copilot in Excel
Available Until
On Demand Only
2.00 Credits
Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify key features of Copilot in Excel and their applications in data analysis. Distinguish between traditional Excel workflows and AI-enhanced capabilities. Select appropriate AI-driven tools within Excel to streamline specific tasks. Program Content: The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot Who should attend: Excel users at all skill levels who want to explore AI capabilities using CoPilot. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: Download the handout and practice material prior to course. If you want to follow along, you will need a license to Copilot. Format: QAS Self Study
Unlocking Deep Secrets: Case Studies in Financial Analysis
Available Until
On Demand Only
2.00 Credits
Description: Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. -Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. -Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. -Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Utilize vertical analysis by converting each financial statement line item into a percentage of a base figure, facilitating effective comparisons across different companies and identifying significant financial trends.Calculate horizontal analysis for review of financial data over multiple periods, to identify notable changes and trends that reflect a company's growth and performance trajectory.Calculate and interpret key financial ratios, assessing aspects such as profitability, liquidity, and solvency. Gain insights into management performance and business viability, leveraging this analysis to make informed decisions based on real-world financial data. Program Content: The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis Who should attend: Finance and accounting professionals interested in financial analysis Developed By: Eric Knight, CPA, DBA Instructor: Eric Knight CPE Credit: 2.00 Field of Study: Finance (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study
Using ChatGPT with Excel
Available Until
On Demand Only
2.00 Credits
Description: In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify opportunities to leverage ChatGPT to improve your Excel skills and productivityUse ChatGPT with Excel formulasRecall the best practices for using ChatGPT with Excel Program Content: The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros Who should attend: This course is designed for students, professionals, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: If you want to follow along, sign up for a free ChatGPT account prior to the session. You can sign-up here: https://openai.com/chatgpt Advanced Preparation: If you want to follow along, sign up for a free ChatGPT account prior to the session. You can sign-up here: https://openai.com/chatgpt Format: QAS Self Study
What You Can Learn From the Statement of Cash Flows
Available Until
On Demand Only
2.00 Credits
Description:This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. Learning Objectives:After attending the presentation you will be able to...Recall major elements of the statement of cash flowsIdentify the two broad methods for preparing the statement of cash flowsPerform certain calculations for preparing both the indirect and direct statements of cash flowsUse the statement of cash flows as part of financial statement analysisProgram Content:The major topics that will be covered in this class include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosuresWho should attend: CPAs in public practice or members in industry who desire a renewed perspective regarding the statement of cash flows. Developed By: Chris Harper, CPAInstructor: Chris HarperCPE Credit: 2.0Field of Study: Accounting Prerequisites: Basic working knowledge of financial statementsAdvanced Preparation: NoneFormat: QAS Self Study
