CPE Catalog & Events
Webcast: ACPEN: Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
-
Webcast
2.0 Credits
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
Webcast: ACPEN: HR Investigations – Episode 2 – Interview Techniques
-
Webcast
2.0 Credits
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
Webcast: ACPEN: The Controller Function - Elevating the Role
-
Webcast
1.5 Credits
Accounting Finance Auditing Business Development
Webcast: ACPEN: Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
-
Webcast
8.0 Credits
How to become a value-added business advisor to successfully grow the firm from within Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services Critical traits of a thinking auditor, tips for stretching yourself beyond the basics Tips for value pricing and other ways to improve a CPA firm's financial success Managing change and promoting creative thinking Choosing between varying levels of client service
Surgent's Engagement and Client Retention Best Practices
-
Webcast
2.0 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Webcast: ACPEN: Rewards & Recognition Strategies for Leaders
-
Webcast
1.0 Credits
Leadership Recognition Total Rewards Employee Engagement
Webcast: ACPEN: Leases Accounting under Topic 842 – Answers to FAQ After Implementation
-
Webcast
2.0 Credits
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Webcast: ACPEN: Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
-
Webcast
8.0 Credits
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
Webcast: ACPEN: The Essential SSARS Update with Renee Rampulla
-
Webcast
4.0 Credits
Preparation Engagements Compilation Engagements Review Engagements Quality Management Components Common Accounting and Reporting Issues Frequent Peer Review Matters
Webcast: ACPEN: Liquidity & Uncertainty Disclosures for Nonprofits
-
Webcast
2.0 Credits
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment
Webcast: ACPEN: Analytical Procedures for Nonprofits
-
Webcast
2.0 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more
Webcast: ACPEN: The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
-
Webcast
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
Webcast: ACPEN: Can You Really Do That With AI?
-
Webcast
1.0 Credits
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
Webcast: ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Webcast
1.0 Credits
Accounting Finance
Webcast: ACPEN: Conducting Human Resource Investigations
-
Webcast
1.0 Credits
Research Analysis Interviewing Documenting Reporting Results
Webcast: ACPEN: Internal Control Fundamentals
-
Webcast
2.0 Credits
COSO Yellowbook Auditing
Webcast: ACPEN: Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
-
Webcast
4.0 Credits
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 information technology (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
Webcast: ACPEN: K2's Tech Update
-
Webcast
2.0 Credits
AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools-now standard in mid-sized firms While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
Webcast: ACPEN: Preparation, Compilation and Review Engagements
-
Webcast
2.0 Credits
Auditing Yellowbook
Webcast: ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
-
Webcast
1.0 Credits
Communications Self-Awareness Leadership