CPE Catalog & Events

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

Description: We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. 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 the various ways that data can be misleading.Recognize that data interpretation is affected by many factors.Identify how these factors can lead to pitfalls in interpretation.Overcome data interpretation pitfalls. Program Content: The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls Who should attend: Anyone who receives and interprets data in any form (statements, evidence, studies, headlines, etc.) Developed By: Favor Financial, LLC Instructor: Keely Gohl CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. 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 your firm's current structure against future workforce predictionsDesign an inverted pentagon framework tailored to your firm's needsImplement precision hiring strategies for specialized rolesDevelop accelerated training programs to move staff to higher-value workCreate effective knowledge transfer systems including mentorship and rotationLeverage technology for personalized professional developmentBuild retention strategies for specialized professionals and lateral hiresEvaluate pricing models that support investment in talent and technologyIdentify barriers preventing staff progression and develop solutionsConstruct a transformation roadmap with measurable milestones Program Content: The major topics that will be covered in this course include:Understanding why the traditional pyramid structure is failing firmsThe inverted pentagon framework and its talent retention advantagesImpact of technology and AI on entry-level accounting rolesThe 6 Ps of Business Model Transformation implementationAccelerating specialized skills acquisition in your workforceEffective knowledge transfer through mentorship and job rotationTechnology-driven training and development strategiesBest practices from other industries for workforce transformationBuilding and retaining specialized middle layers of expertiseStrategic pricing models to support the pentagon structure Who should attend: Partners, managing partners, firm administrators, HR directors, practice leaders, senior managers, directors of talent development, training coordinators, firm leadership responsible for strategic planning, professionals involved in recruitment and retention, practice area leaders Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Business Management & Organization (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing nonaudit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting. Learning Objectives: After attending this presentation you will be able to...Identity the conceptual framework for making independence determinationsIdentify independence threats related to preparing financial statements and accounting recordsIdentify specific non-audit services that would and would not impair independenceComplete proper audit documentation to support adequate consideration of auditor independenceIdentify what a single audit entailsIdentify the basic audit requirements in a Uniform Guidance compliance auditIdentify key auditee and auditor responsibilities in the compliance audit of federal awardsRecognize key consideration related to the auditor's responsibilities regarding testing and reporting on compliance under the Uniform Guidance Program Content: The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit Who should attend: CPAs in public practice and members in industry Developed By: Pennsylvania Institute of CPAs Instructor: Adelina Burke, CPA CPE Credit: 4.00 Field of Study: Auditing (Governmental) (4.00) Prerequisites: General knowledge of Yellow Book and single audits Advanced Preparation: None Format: QAS Self Study

Description:Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.Learning Objectives:After attending this presentation, you will be able to...Understand the many keyboard shortcuts that are available to save time and effortUse Excel Templates, Styles, and Themes to add uniformity to workbooks they design or editDesign custom number and date formats to meet their specific needsAdd security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security featuresUnderstand formula building conventions such as order of operationTroubleshoot formulas that are not working properlyWork with functions in the function library to create powerful formulasProgram Content:The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryWho should attend: Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.   Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Computer Software Applications (4.0 CPE) Prerequisites: A basic understanding of Excel conventionsAdvanced Preparation: Complete Part 1 of this seriesFormat: QAS Self Study

Description:Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.Learning Objectives:After attending this presentation, you will be able to...Understand the many keyboard shortcuts that are available to save time and effortUse Excel Templates, Styles, and Themes to add uniformity to workbooks they design or editDesign custom number and date formats to meet their specific needsAdd security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security featuresUnderstand formula building conventions such as order of operationTroubleshoot formulas that are not working properlyWork with functions in the function library to create powerful formulasProgram Content:The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryWho should attend: Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.   Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Computer Software Applications (4.0 CPE) Prerequisites: NoneAdvanced Preparation: NoneFormat: QAS Self Study