CPE Catalog & Events

Grow your decision tree. Decision analytics help you evaluate your options. A decision tree is an excellent tool that allows you to lay out options and investigate the possible outcomes to then objectively choose your course of?action. Along with value and sensitivity analysis, you will have the tools to make an impact. Tools that demonstrate proficiency in decision-making: Decision trees Information value Sensitivity analysis The course offers real-life examples for you to practice and gain confidence in applying the decision-making tools at your company. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Costs shouldn't manage you. This course will give you the tools to make decisions that improve financial performance. By focussing on cost-volume-profit analysis, and using factors and techniques to improve short-term decision-making during times of uncertainty, you can develop a cost accounting framework to make effective decisions in today's fast-paced business environment. ### Value added topics: Relevant costs for short-term pricing decisions. Breakeven analysis. Risk and uncertainty. Gain practical experience. The hands-on exercise uses real-world examples to enable you to apply cost accounting tools and acquire a deeper understanding of the essential skills of effective decision-making and how risk and uncertainty can be built in. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

What's behind the decision tree? Gain a deeper understanding of how resources are allocated under uncertainty and acquire the tool that provides analytics to managers for planning and controlling. By focussing on probability techniques, you can evaluate each choice under uncertainty and identify unique opportunities to learn management practices and strategies to make effective business decisions. Value added topics: Probabilities and expected values Decision trees The value of information This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session.

Time to demystify artificial intelligence. The term AI has been in the news for decades, inspiring a mystique that has rarely lived up to the expectations . . . until now! AI now offers the potential to revolutionize the way we do business - from reinventing customer experiences to predictive forecasting to prescriptive marketing approaches. A practical understanding Demystifying Artificial Intelligence provides a practical overview of artificial intelligence, machine learning (ML), and deep learning (DL). In this CPE self study course, you will be introduced to key concepts and capabilities, and the fundamental knowledge needed to understand the AI revolution from a business perspective. Real-world examples and use cases will be used to explain and illustrate concepts throughout this course

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course explains the critical differences between the roles of consultants and testifying experts in the field of forensic accounting, while also outlining the differences in depositions and courtroom testimony. Learn how to avoid the mistakes of inexperienced experts and prepare, present, and deliver effective deposition testimony. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

Manage the accelerating and relentless pace of change. The accounting and finance profession is seeing seismic change because of new technologies developing and launching ahead of the profession's ability, and willingness, to adapt and take advantage of sizable benefits. Digital mindsets are reported to be one of the key barriers in the initial adoption of technology, its full use, and exploiting the opportunity it presents. Many early adopters are still experimenting but most of the market are in the late-majority category of adopters. Covering topics such as digital technologies, growth mindset, future of finance and accounting, this self-study online course explains what it means to develop a digital mindset, including: Concepts related to agility Constant learning Thriving in ambiguity Curiosity Innovation Through tangible examples, this course will help you gain knowledge about the competencies needed to thrive in today's disruptive world, enhance employability, accelerate company performance, and manage the accelerating and relentless pace of change.

Get ready to develop digital strategy In today's business environment, finance leaders are constantly under pressure to cut costs and implement new technology solutions for both the finance function and the enterprise. A clear, concise digital strategy is a must. But, where do you start? This course is designed to help you understand this new digital landscape, including emerging technologies such as cloud computing, process automation, the internet of things, and blockchain. You will learn how these technologies are helping to streamline and expedite processes in the finance function. As your customers have new expectations for digital organizations, you'll develop a strong understanding of what a true digital enterprise looks like and discover what top organizations are doing to redefine the customer experience. When you finish this course, you'll be set up for success to begin developing and leading your organization's digital strategy. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Harness the power to transform your business Embrace digitalization Learn how to explore and embrace digitalization to keep pace with constant innovations in technology. Understand how failing to be digital ready can damage an organization's reputation and ultimately prove fatal if the competition gets too far ahead. Be equipped Equip yourself to consider your organization's readiness and vision to lead it into the future, and ensure that leadership is prepared and sees a clear direction for the business. Move toward the future Through up-to-date research and examples, learn how to avoid the risk of paralysis for your business. Discover questions to consider for future conversations to help explore new directions for your business. This course provides 2 hours of CPE credit in the Business, Management and Organization field of study.

This CPE course can be purchased individually or as part of the Core Forensic Accounting Certificate. Forensic accounting engagements can lead to partnering with attorneys and counsel during the discovery process. As a forensic accounting professional, you need to protect yourself from challenges that arise from being an expert and information you discover. Through narration by an industry subject matter expert and application exercises, this CPE course describes topics such as the federal rules of evidence, requesting other parties' information, and assisting during depositions. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Don't turn off the channels. More than ever before, efficient distribution is an integral part of business and is essential to an organization's success and customer satisfaction. If products are not getting to your customers, there's a risk to your success. How does distribution affect your role? This course will enable you to apply global distribution interactions and understand how channel management can reduce errors and increase productivity to deliver customer satisfaction. Apply channel strategy. The practical exercise uses real-world examples, designed to give you the knowledge on how to deliver customer satisfaction by getting products to them more efficiently. Acquire a deeper understanding of the strategic importance of distribution in your finance business partnering role. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Documenting internal controls Familiarize yourself with commonly used documentation tools, such as narratives, flowcharts, internal control questionnaires and control matrixes. Walk through COSO's internal control template used to document an assessment of a system on internal control.

This session will help you understand what asset protection vehicles are recommended for asset protection considerations. An overview of choosing a jurisdiction along with choice of law issues will be covered. We will discuss an overview of wealth transfer taxes and the U.S. taxation trusts both domestic and foreign. " Protective Entities - Evolution Formation of LLCs - Initial Considerations Choosing a Jurisdiction Choice of Law Issues Single Member LLCs Cracking the 99/1 Multi-Member LLC LLC Offshore Options and Developments Keys to Success with LLCs Domestic Asset Protection Trusts Foreign Asset Protection Trusts Overview of Wealth Transfer Taxes U.S. Income Taxes - Domestic Trusts U.S. Income Taxes - Foreign Trusts Compliance "

With more than 30 years working with entrepreneurs and their employees, Sherr‚ has been able to identify five wishful thinking mindsets and six fearful thinking mindsets that hold individuals back from reaching their goals and achieving their desired level of success in life and at work. Based on her nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you shift your thinking from can't imagine to can-do, inspiring and motivating you to take action and shift from daydreaming to dream doing!

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course will help you to better understand the applicable professional standards, underlying components for calculating economic damages for individuals, and legal issues related to economic damages. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course will provide practice in calculating economic damages for individuals using case studies. You will apply theory and methodology for calculating economic damages to common scenarios you will encounter when performing forensic accounting services. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. In this course, you'll get an overview of the different methods used to analyze and quantify economic damages in business. You'll also be introduced to the role of the financial forensics professional in analyzing claims for economic damages, as well as the professional and legal standards that apply to this work. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

" The Economic Nexus Problems Facing Clients and Practitioners course is designed for CPAs, Accountants, and Financial Professionals who wish to have an understanding of the beginning of the vast array of exposure clients may face. This program was developed for the FICPA by David J. Brennan, Jr., Esq., LLM. It was previously recorded on October 19, 2022, at 11 A.M. The course has been approved for up to one ( 01 ) hour(s) of TB CPE credit. "

The impact of inequality Mind the inequality gap Learn the importance of assessing your own position relative to the debate regarding inequality. Understand how your business might contribute to increasing inequalities considering your business model, market position, values, and attitudes toward risk taking. Explore contributions you can make to address the inequality gap. Re-assess stakeholder relationships Reconsider relationships with stakeholders who may be confronting, challenging, or resisting a range of inequalities - including social movements, trade unions, grassroots groups, nongovernmental organizations, and the general public. Look for solutions Through up-to-date research and examples, learn how to be part of the solution to economic and social inequalities. Discover questions to consider for future conversations to help explore new direction for your business. This course provides 1.5 hours of CPE credit in the Business, Management and Organization field of study.

This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. This self-study course examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation. Narrated by Tom Tillery, this course looks at the personal financial planner's role and the need to be knowledgeable about education funding vehicles, student financial aid programs, education tax credits, as well as income tax applications for education planning. The successful coordination of these disparate elements is necessary to accomplish a successful education plan. Updated for the Tax Cuts and Jobs Act of 2017, this course also delves into financial aid and other unding methods, as well as discuss funding strategies and tax planning. The final part of this course examines how education planning is integrated with the other areas of personal financial planning. Also included is a flow chart that details various education funding strategies, including: Education Savings Bond Program UGMA/UTMA Coverdell Education Savings Account Qualified Tuition Program 2503(c) Trust $14,000 annual gift tax exclusion amount Education Planning Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.