CPE Catalog & Events

Supply chain concerns are more important than ever. Manufacturers, producers, and distributors must manage a complex network of plants, service providers, and suppliers to operate efficiently and meet commitments to customers. At the same time, the threats to and vulnerabilities of each supplier in the chain have increased significantly with natural disasters, pandemics, and recessions. Put customers first. "Customers first" is an important supply chain goal. When a supply chain is disrupted, an organization is at risk of failing to meet production or delivery commitments it has made to its customers. Performing a SOC for supply chain attestation examination could go far in meeting the information needs of customers and business partners of manufacturers, producers, or distributors. Obtain a certificate. Upon completing the learning, you will be awarded a certificate in the form of a digital badge you can proudly display on the internet - a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume. Speakers Dan Paulson CISSP, CISA, QSA, ISO Dan has over seven years of information security, control and IT audit experience in a number of industries including cloud services, financial institutions, healthcare, insurance, and manufacturing. Dan's experience includes SOC 1, 2, and 3 examinations and SOC readiness assessments, ISO 27001 Certification Audits, IT risk assessments, IT audits, security & privacy assessments (GDPR, HIPAA/HITECH), and Sarbanes-Oxley 404 IT compliance reviews. Dan holds a Bachelor of Arts degree in Political Science from Ohio State University and a Master of Accounting degree from Southern Illinois University. Dan is a Certified Information System Security Practitioner (CISSP), a Certified Information Systems Auditor (CISA), a Qualified Security Assessor (QSA), and an ISO 27001 Lead Auditor. Dan is a member of the Information Systems Audit & Control Association (ISACA) and (ISC) 2. Soma Sinha CPA Soma Sinha has more than fifteen years of experience providing accounting, auditing, and financial reporting services to organizations within various industries, including manufacturing and distribution, and technology service providers. As the Technical Leader of Plante Moran's SOC attestation practice, she is responsible for maintaining firm and engagement quality for SOC examinations through developing, implementing and maintaining relevant policies and procedures, leading the performance of pre-issuance quality control review functions, providing training to staff members, representing the firm in conferences, etc. In addition, she is Plante Moran's subject matter expert for integration of internal control based audit approach in financial statement audits, and is involved with other organizations in matters related to emerging audit technology. She has served on various AICPA working groups related to SOC and internal controls, including the one for SOC for Supply Chain. Get a free eBook with purchase. AICPA Guide SOC for Supply Chain: Reporting on an Examination of Controls Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy in a Production, Manufacturing, or Distribution System is included (and will automatically be added to your cart) when you purchase this certificate. This authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's supply chain risk management program and controls within that program. The guide delivers a framework designed to provide stakeholders with useful, credible information about the effectiveness of an entity's supply chain efforts.

"The Sales Tax Audits - Before, During and After course is designed for Accounting and Tax professionals who are impacted by sales and use tax and the potential of a sales tax audit. This program was developed for the FICPA by Jeff Meigs, Partner and Consulting Practice Lead of TaxConnex, LLC. It was previously recorded on June 15, 2023 The course has been approved for up to one ( 01 ) hour(s) of CPE credit. "

" Many hotels will have a restaurant located on premises. Hotels and restaurants are unique industries with their own specific problems. When combined together during an audit, the issues multiply. This course covers a substantial magnitude of areas you cannot miss out on.?. This program was developed for the FICPA by David J. Brennan, Jr., Esq., LLM (Tax) of Moffa, Sutton, & Donnini, P.A.. This session was previously recorded virtually for the FICPA on Wednesday, August 24, 2022. The course has been approved for up to one hour of TB CPE credit.?"

" The ""Sales Tax Problems Encountered by Car Dealers"" 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 December 15, 2022, at 11 A.M. The course has been approved for up to one ( 01 ) hour(s) of TB CPE credit. "

Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals.

This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures.

This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments.

This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.

This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental.

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session!

Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.

Existing and potential CFF candidates are directed to our news brief and on-demand webinar links to learn more about product replacements as the CFF Credential emerges anew with a Global Makeover in 2022! What awaits? Distinction. Pride. Opportunity. Because each forensic accounting engagement is unique with its facts and objectives, the forensic accountant needs to use appropriate specialized forensic knowledge, tools and procedures during the engagement. A basic knowledge of each area is helpful. However, no one practitioner would be expected to know them all, but rather would seek expert assistance where necessary. Through narration by industry subject matter experts and application exercises, this certificate program covers unique areas of a forensic engagement including bankruptcy, business/individual/intellectual property damages, mergers and acquisitions, family law, divorce and more. This certificate program was developed to assist you in customizing your professional development goals in one of the following ways: Acquiring new skills and earning a certificate in a growing practice area Learn new skills, enhance your existing competency or take a deep dive into this growing practice area. You'll gain new comprehension that will allow you to demonstrate your proficiency and stand out among your peers. Earn the certificate by completing the required learning and passing the Specialized Forensics Knowledge exam. Once you complete the Specialized Forensic Accounting Certificate, if you haven't already done so, consider earning the Core Forensic Accounting Certificate. Beginning the pathway to completing the CFF Credential Use the certificate program as a more flexible way to earn your CFF Credential. The Specialized Forensic Accounting Certificate program covers topics found in the Content Specification Outline (CSO) for the CFF Credential exam. Successful completion of the Specialized and the Core Forensic Accounting Certificate program will fulfill the education requirements needed to earn the CFF credential*. The flexibility in earning both of these certificates saves you approximately 20 CPE hours versus having to earn 75 CPE credits if you opt to not utilize these programs. *Earning both the Core & Specialized Forensic Accounting Certificates does not indicate you are certified in financial forensics. You must still pass the separate CFF exam, and meet the 1,000-hour experience and other credential requirements to earn your CFF credential. To learn more about CFF Credential including the requirements, the application process, and how to maintain the credential visit aicpa.org/cff. Earning CPE credits to maintain your existing CFF Credential Existing CFF Credential holders can use the education to earn CPE credits needed to maintain the credential. You can customize your learning experience using any of the individual course modules listed below. The online education will be available in your account for one year from the date you purchase it. Upon successfully completing the learning, your certificate will be awarded in the form of a digital badge to be proudly displayed anywhere on the web-a personal blog, a social network like LinkedIn, Facebook, Twitter or Mozilla Open Badges, a biographical page on a company website, or an online resume. Courses included: Bankruptcy - Part 1 and Part 2 Electronic Data Analysis Business Damages Concepts and Calculations Individual Damages Concepts and Calculations - Part 1 and Part 2 Intellectual Property Damages Concepts and Calculations - Part 1 and Part 2 Mergers & Acquisitions Family Law and Divorce Engagements - Part 1, Part 2, and Part 3 Financial Statement Fraud, Corruption, and Asset Misappropriation - Part 1 and Part 2 Fraud Provisions and Engagements - Part 1 and Part 2 Valuation Practices in Forensic Engagements - Part 1 and Part 2

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track. How does your not-for-profit (NFP) evaluate financial performance? Of all the financial statements, the statement of activities is among the most useful to an NFP's managers and constituents. The statement of activities reports revenues, gains, expenses, and losses for the period. It is a useful tool in assessing an NFP's service efforts and its ability to continue to provide services to sustainably carry out its mission. There are numerous ways in which an NFP's statement of activities differs from the income statement of a for-profit business. For example, to properly present revenues and gains, one will need to understand how donorimposed stipulations affect classification. This CPE course offers you detail-rich interpretations and case studies that will help you learn to prepare an NFP's statement of activities. Included as a course resource is a sample statement of activities. Note: As of August 1, 2018, the content of this course has been significantly updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08). If you started but did not complete Not-for-Profit Certificate II prior to July 31, click here to find out how this and related course updates affect you. If you completed the program prior to July 31 and would like to retake only those courses with significant updates for new standards, click here to learn about the Certificate II Update Pack.

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track. A statement of cash flows is necessary to comply with GAAP, which is required of for-profit and not-for-profit (NFP) businesses alike. However, NFPs are required to comply with unique industry-specific guidance that applies only to them. For example, when an NFP receives cash with a donor-imposed restriction or holds cash for the purposes of a long-term endowment, debt-service reserve, quasi endowment, or future acquisition of property, those activities will require special reporting consideration. This CPE course offers you detail-rich examples and case studies. Learn the nuances of NFP financial reporting and get the information you need to successfully prepare a statement of cash flows. You will have an opportunity to download a sample NFP statement of cash flows, which is included in your course materials. Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track. A not-for-profit (NFP) organization's statement of financial position (SFP) is a vital tool to communicate information about an organization's liquidity, financial flexibility and ongoing sustainability. NFPs have unique reporting requirements that differ from other businesses. Identifying how to properly group and classify assets and liabilities will ensure your organization is meeting GAAP requirements. This CPE course offers you detail-rich examples and case studies that will help you account for common transactions and successfully prepare an NFP's statement of financial position. Included as a course resource is a sample NFP statement of financial position. Note: As of August 1, 2018, the content of this course has been significantly updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08). If you started but did not complete Not-for-Profit Certificate II prior to July 31, click here to find out how this and related course updates affect you. If you completed the program prior to July 31 and would like to retake only those courses with significant updates for new standards, click here to learn about the Certificate II Update Pack.

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track. Like many other businesses, not-for-profits (NFPs) incur costs such as salaries, rent, and utilities. Unique to NFPs is the requirement that those expenses be classified in the financial statements according to the purpose, or function, for which they were used. The statement of functional expenses assists readers of the NFP's financial statements in associating expenses with the service efforts and accomplishments of the organization. Users of this information include donors, volunteers, rating agencies, creditors, and constituents of the NFP. A well-designed expense allocation system and corresponding statement of functional expenses is of utmost importance for successful reporting in the NFP environment. This CPE course offers you detail-rich examples and case studies that will help you allocate costs and accurately prepare the statement of functional expenses. Included in the course resources are various financial statement examples and common ratios used in analyzing NFP financial statements. Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).