Event Registration - North Dakota CPA Society
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Surgent's Unlimited Plus Package
1/1/2024 - 12/31/2025
Location: PLSS-9999-01-SSDL
1/1/2024 - 12/31/2025
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start
Package includes 12 months of access to:
- Over 8000 credits
- 1,200+ live webinars
- 190+ self-study PDF courses
- 100+ on-demand webcasts
- Surgent's exclusive premium courses
Pricing: As a member, you pay just $675.00 – 25% off Surgent’s retail price!
Why Choose the Unlimited Plus Package?
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour.
Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase.
What Is Included in the Package?
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Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=Location: PLSS-9999-01-SSDL
Surgent's Unlimited Self-Study Package
1/1/2024 - 12/31/2025
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
1/1/2024 - 12/31/2025
Surgent's Unlimited Self-Study Package
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits.
As a member, you pay just $389.00 29% off Surgent’s retail price!
Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable pdfs. With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you.
And when you’re ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course material you need for the next 12 months.
Package includes annual access to:
- 1,200+ credits
- 250+ downloadable courses
- Reference material downloads
- Instant test results
- Immediate certificate delivery
What’s included? Click here to view the current course list:
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Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
Surgent's Unlimited Webinar Package
1/1/2024 - 12/31/2025
Location: UNWS-9999-01-WEBNR
1/1/2024 - 12/31/2025
Surgent's Unlimited Webinar Package get unlimited access to our webinar catalog.
With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders you’ll get the guidance and analysis you need with an unmatched customer experience.
As a member, you pay just $525.00– 30% off Surgent’s retail price!
Why Choose the Unlimited Webinar Package?
- Get unlimited access to over 1200 webinars
- Enjoy 12 months of access, available one year from the date of purchase
- Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Up to 5,000 credits!
- Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays
- You'll earn live CPE credit without exams (certificates delivery within 24hours)
- All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching)
Technical support and interactive Q&A are available throughout all webinars.
Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away.
What’s included? Click here to view the current course list:
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* Note: this package does not include premium webinars
Location: UNWS-9999-01-WEBNR
Live Webinar K2’s Artificial Intelligence For Accounting And Financial Professionals
12/30/2024
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence.
• Distinguish AI, Machine Learning, and Robotic Process Automation.
• Explore practical AI applications in accounting and finance.
• Identify AI features in applications like Excel.
• Evaluate AI's impact on accounting and financial fields.
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Instructor: Brian Tankersley
Location: Virtual
12/30/2024
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence.
• Distinguish AI, Machine Learning, and Robotic Process Automation.
• Explore practical AI applications in accounting and finance.
• Identify AI features in applications like Excel.
• Evaluate AI's impact on accounting and financial fields.
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Instructor: Brian Tankersley
Location: Virtual
Live Webinar K2’s Case Studies In Fraud And Technology Controls
12/30/2024
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Major Topics:
• Key fraud risks impacting businesses today
• Examples of fraud and the monetary impact on victims
• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Learning Objectives:
• Define information technology general controls and information technology application controls and distinguish between the two
• List examples of critical information technology controls
• Recognize control failures and weaknesses that can lead to fraud
• List recommendations for improving internal controls in an organization
Who Should Attend: CPAs and other accounting auditing, and business professionals who are seeking to reduce fraud risk
Program Level: Intermediate
Field of Study: Auditing (4 CPE)
Prerequisites: Fundamental understanding of internal controls
Instructor: Brian Tankersley
Location: Virtual
12/30/2024
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Major Topics:
• Key fraud risks impacting businesses today
• Examples of fraud and the monetary impact on victims
• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Learning Objectives:
• Define information technology general controls and information technology application controls and distinguish between the two
• List examples of critical information technology controls
• Recognize control failures and weaknesses that can lead to fraud
• List recommendations for improving internal controls in an organization
Who Should Attend: CPAs and other accounting auditing, and business professionals who are seeking to reduce fraud risk
Program Level: Intermediate
Field of Study: Auditing (4 CPE)
Prerequisites: Fundamental understanding of internal controls
Instructor: Brian Tankersley
Location: Virtual
Live Webinar K2’s Accountants Guide to QuickBooks Online
12/31/2024
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.
The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Major Topics:
• Collaboration and security techniques
• Tables, data models, and PivotTables
• Advanced formulas
• Data queries
• Creating effective visualizations
Learning Objectives:
• Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
• Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
• Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
• Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
• Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
• Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information
Who Should Attend: Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions
Program Level: Advanced
Field of Study: Accounting (4 CPE) and Computer Software and Applications (4 CPE)
Prerequisites: Experienced Excel user
Instructor: Brian Tankersley
Location: Virtual
12/31/2024
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.
The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Major Topics:
• Collaboration and security techniques
• Tables, data models, and PivotTables
• Advanced formulas
• Data queries
• Creating effective visualizations
Learning Objectives:
• Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
• Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
• Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
• Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
• Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
• Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information
Who Should Attend: Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions
Program Level: Advanced
Field of Study: Accounting (4 CPE) and Computer Software and Applications (4 CPE)
Prerequisites: Experienced Excel user
Instructor: Brian Tankersley
Location: Virtual
Level I: Basic Staff Training
1/6/2025 - 1/9/2025
Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.
Designed for: New audit staff with less than one year of experience
Learning Objectives:
Advanced Prep: None
Total Credits: 24
Credits: Accounting (4.2), Auditing (15), Taxes (2.4), Business Mgmt/Organization (2.4)
Instructor: Rich Ferdinand
1/6/2025 - 1/9/2025
Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.
Designed for: New audit staff with less than one year of experience
Learning Objectives:
- Improve inexperienced staff members′ knowledge, skills and attitude to enable them to be more productive and profitable on audits, reviews and compilations
Advanced Prep: None
Total Credits: 24
Credits: Accounting (4.2), Auditing (15), Taxes (2.4), Business Mgmt/Organization (2.4)
Instructor: Rich Ferdinand
Level V: Advanced Management and Leadership Essentials
1/7/2025
This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.
Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.
Designed for: Experienced managers and senior managers in audit, tax, consulting, and accounting services. Directors and above who wish to build their leadership skills. Sole practitioners.
Learning Objectives: Enable managers and senior managers of CPA firms to continue developing the management and leadership skills necessary to be successful in their firms.
Prerequisites: 3 to 4+ years experience
Advanced Prep: None
Total Credits: 2
Credits: Business Mgmt/Organization (0.2), Personal Development (4.6), Communications/Marketing (1.2), Personnel/Human Resources (0.6)
Instructor: Steve Garrett
1/7/2025
This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.
Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.
Designed for: Experienced managers and senior managers in audit, tax, consulting, and accounting services. Directors and above who wish to build their leadership skills. Sole practitioners.
Learning Objectives: Enable managers and senior managers of CPA firms to continue developing the management and leadership skills necessary to be successful in their firms.
Prerequisites: 3 to 4+ years experience
Advanced Prep: None
Total Credits: 2
Credits: Business Mgmt/Organization (0.2), Personal Development (4.6), Communications/Marketing (1.2), Personnel/Human Resources (0.6)
Instructor: Steve Garrett
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
1/8/2025
Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
Learning Objectives:
• Understand which income tax returns and schedules have changed for individuals and pass-through entities
• Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities
Major Topics:
• Timely coverage of breaking tax legislation
• A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
• Hot, hidden, or miscellaneous developments affecting the upcoming tax season
• Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
• Key new tax and practice developments and how they impact the current-year tax forms for individuals
Instructor: John Evanich
Field of Study: Taxes (4)
Designed For: Any tax practitioner preparing or reviewing individual income tax returns for the current tax year
Prerequisite: Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year
Level: Intermediate
Location: Online - MW Collab
1/8/2025
Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
Learning Objectives:
• Understand which income tax returns and schedules have changed for individuals and pass-through entities
• Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities
Major Topics:
• Timely coverage of breaking tax legislation
• A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
• Hot, hidden, or miscellaneous developments affecting the upcoming tax season
• Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
• Key new tax and practice developments and how they impact the current-year tax forms for individuals
Instructor: John Evanich
Field of Study: Taxes (4)
Designed For: Any tax practitioner preparing or reviewing individual income tax returns for the current tax year
Prerequisite: Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year
Level: Intermediate
Location: Online - MW Collab
AICPA New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
1/9/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
1/9/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
- Leverage resources for optimal QM performance
- Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.
- In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.
- These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.
- Second in a four-part webcast series
- This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Identify the four kinds of resources needed to maintain quality management systems.
- Recognize who is included and excluded on an engagement team.
- Distinguish between internal and external human resources.
- Recognize service providers and what they offer firms.
- Assess the engagement partner’s responsibility for quality management at the engagement level.
Location: Online
Federal Tax Update with Ron Roberson
1/13/2025
This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update without all of the planning and compliance discussion available in the more specialized updates. Just the facts without the frills! Updated throughout the year for up-to-the-minute rile changes and court cases, the FTU-Ind/Bus course will keep you in the loop for the latest changes.
The course has been updated for the effects of the end-of-2019 Secure Act, both March 2020 tax bills, and Both PPP and PPPFA Bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 5 different bills into a massive year of tax changes.
Learning Objectives:
Upon the completion of this course, you will be able to:
Field of Study: Taxes (16)
Designed For: CPAs in public accounting or corporate finance in need of a power-packed two-day Federal individual and business income tax update course before tax season
Prerequisite: 1 year tax preparation experience
Level: Update
Location: Online - MW Collab
1/13/2025
This no-frills course has been designed to review all changes affecting for-profit taxpayers, combining the individual update with the business update without all of the planning and compliance discussion available in the more specialized updates. Just the facts without the frills! Updated throughout the year for up-to-the-minute rile changes and court cases, the FTU-Ind/Bus course will keep you in the loop for the latest changes.
The course has been updated for the effects of the end-of-2019 Secure Act, both March 2020 tax bills, and Both PPP and PPPFA Bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 5 different bills into a massive year of tax changes.
Learning Objectives:
Upon the completion of this course, you will be able to:
- Apply the latest tax law changes to the current Form 1040/1120/1120S/1065 tax returns you prepare
- Properly use many federal tax provisions prior to their expiration date
- Determine if your clients had job related business expenses
- Determine if your clients had any work related education expenses
- Summarize the various methods of accounting that are available
- Advise clients on how to properly account for inventory
- Determine when a change in accounting method has occurred, when IRS approval is needed and when it is not needed, and what situations qualify for automatic approval
Field of Study: Taxes (16)
Designed For: CPAs in public accounting or corporate finance in need of a power-packed two-day Federal individual and business income tax update course before tax season
Prerequisite: 1 year tax preparation experience
Level: Update
Location: Online - MW Collab
MNCPA Federal Tax Update: Individual and Business Current Developments
1/13/2025
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. This fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses.
Major subjects
Learning objective(s)
Who should take this program?
Tax accountants in public or private practice in need of a power-packed federal individual and business income tax update course
Prerequisites: Background in individual and business income tax law
Advance prep: None
Area of study: Taxation
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: J. Patrick Garverick, CPA, MT, CFP
J. Patrick (Pat) Garverick, CPA, MT, CFP, after receiving his Master of Taxation (MT) degree from Arizona State University in 1992, began operating his own tax and financial planning business. In 1993, Pat started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country. As an award-winning speaker and author, Pat's knowledge, expertise and high energy has made him one of the profession's highest rated speakers.
Member Price: $349
Non-member Price: $449
*Prices will Increase by $50 on 1/14
Location: Live Virtual
1/13/2025
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. This fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses.
Major subjects
- Newly enacted income tax legislation
- Issuance of income tax regulations
- Court cases
- IRS notices
- Revenue procedures
- Private letter rulings affecting individuals and businesses
Learning objective(s)
- Understand the major federal income tax laws impacting individuals, C and S corporations, partnerships, LLCs and LLPs
- Identify and comprehend any newly enacted legislation, changes and IRS guidance affecting individual and business income tax returns
- Discuss the most recent individual and business income tax legislation passed to date
- Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules
- Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Section 461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses
- Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)
- Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)
- Walk through the NEW final required minimum distribution (RMD) regulations
- Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes
Who should take this program?
Tax accountants in public or private practice in need of a power-packed federal individual and business income tax update course
Prerequisites: Background in individual and business income tax law
Advance prep: None
Area of study: Taxation
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: J. Patrick Garverick, CPA, MT, CFP
J. Patrick (Pat) Garverick, CPA, MT, CFP, after receiving his Master of Taxation (MT) degree from Arizona State University in 1992, began operating his own tax and financial planning business. In 1993, Pat started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country. As an award-winning speaker and author, Pat's knowledge, expertise and high energy has made him one of the profession's highest rated speakers.
Member Price: $349
Non-member Price: $449
*Prices will Increase by $50 on 1/14
Location: Live Virtual
Professional Ethics: The AICPA's Comprehensive Course
1/15/2025
Location: On-Demand
1/15/2025
Professional Ethics: The AICPA's Comprehensive Course On-Demand (For Licensure)
Product# 155906
Upon purchase of this course you will be sent a link to access the course online. This link is good for one year.
You must pass this course with a score of 90% or higher.
This revised course teaches you the AICPA, SEC and GAO independence rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date AICPA, SEC and GAO rules.
This CPE course also explains the revised AICPA Code of Professional Conduct and conceptual framework, which all members of the AICPA must follow. It covers the basic tenets of ethical and professional conduct, covering the principles of ethics, and it explains why the code is necessary and how it is organized.
Location: On-Demand
AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
1/16/2025
Description:
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
1/16/2025
Description:
- Create a robust QM system based upon your firm’s needs
- Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm’s circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses — policies and procedures — to the quality risks facing the firm.
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the steps to perform a quality risk assessment.
- Determine a firm’s risk assessment plan.
- Select responses to quality risks.
- Identify how to monitor results.
Location: Online
MNCPA AI Unboxed: Financial Statement Analysis with AI
1/17/2025
Location: Online
1/17/2025
Use the power of artificial intelligence (AI) to streamline financial analysis, uncover deeper insights, and enhance decision-making. Learn how to leverage AI tools to analyze financial statements more efficiently, identify trends and anomalies, and make data-driven recommendations with confidence. Gain cutting-edge techniques to elevate your financial analysis to drive strategic outcomes.
Major subjects:
- How AI is transforming financial statement analysis
- Automating financial data collection and processing
- Detecting anomalies and trends with AI
- Predictive analytics and forecasting
- Enhancing reporting and visualization with AI
- Understand AI’s role in financial analysis.
- Gain skills to use AI for efficiently gathering and processing financial data from statements and other sources.
- Develop the ability to leverage AI for analyzing key financial statements, ratios and performance metrics.
Designed for: Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
- Comprehension of basic AI capabilities and concepts
- Fundamental understanding of privacy and security risks
- Understanding of basic Excel commands
Level: Intermediate
Member Price: $75
Non-member Price: $105
Location: Online
AICPA New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
1/23/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
1/23/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Boost quality management through improved processes
- With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.
- The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.
- Third in a four-part webcast series
- This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the changes to Quality management standards and why they were implemented.
- Identify the changes to Monitoring and remediation.
- Analyze how deficiencies are identified and Learn how to evaluate their severity.
- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
1/30/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
1/30/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Pull together all components for an effective and tailored QM system
- For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies.
- The revised QM standards are designed to emphasize firm leadership’s responsibility for proactively managing quality, strengthening a firm’s monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm.
- To succeed under these new standards, you’ll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice.
- Fourth in a four-part webcast series
- This is the fourth webcast in a four-part series on the Auditing Standard Board’s (ASB) new Quality Management Standards and looks at how to create an effective QM system. You’ll take a deep dive into aspects of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Apply the requirements of SQMS 1.
- Design and implement a system of quality management
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
2/4/2025
Description:
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
2/4/2025
Description:
- Create a robust QM system based upon your firm’s needs
- Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm’s circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses — policies and procedures — to the quality risks facing the firm.
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the steps to perform a quality risk assessment.
- Determine a firm’s risk assessment plan.
- Select responses to quality risks.
- Identify how to monitor results.
Location: Online
AICPA New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
2/6/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
2/6/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
- Leverage resources for optimal QM performance
- Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.
- In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.
- These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.
- Second in a four-part webcast series
- This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Identify the four kinds of resources needed to maintain quality management systems.
- Recognize who is included and excluded on an engagement team.
- Distinguish between internal and external human resources.
- Recognize service providers and what they offer firms.
- Assess the engagement partner’s responsibility for quality management at the engagement level.
Location: Online
Business & Industry Miniseries Spring
2/11/2025
This is a one day virtual event with multiple speakers that will cover multiple topics and trends in business and industry. This series is designed for people who are, or aspire to be, chief financial officers.
Member Price: $299
Non-member Price: $349
*Prices will Increase by $50 on 11/10
Agenda:
8:30 AM - 10:10 AM
A. Ethical Leadership in Accounting and Finance | David Schultz
10:20 AM - 12:00 PM
B. The Richest Life: Lessons in Listening, Goal Setting, and Generosity | V.J. Smith
12:30 PM - 2:20 PM
C. Financial Statement Analysis: Techniques for Obtaining Organizational Insight | Dr. Chris Harper
2:30 PM - 4:10 PM
D. Human Leadership in an AI World | Kassi Rushing
Credits: 8 CPE
Location: Online
2/11/2025
This is a one day virtual event with multiple speakers that will cover multiple topics and trends in business and industry. This series is designed for people who are, or aspire to be, chief financial officers.
Member Price: $299
Non-member Price: $349
*Prices will Increase by $50 on 11/10
Agenda:
8:30 AM - 10:10 AM
A. Ethical Leadership in Accounting and Finance | David Schultz
10:20 AM - 12:00 PM
B. The Richest Life: Lessons in Listening, Goal Setting, and Generosity | V.J. Smith
12:30 PM - 2:20 PM
C. Financial Statement Analysis: Techniques for Obtaining Organizational Insight | Dr. Chris Harper
2:30 PM - 4:10 PM
D. Human Leadership in an AI World | Kassi Rushing
Credits: 8 CPE
Location: Online
AICPA New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
2/12/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
2/12/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Boost quality management through improved processes
- With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.
- The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.
- Third in a four-part webcast series
- This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the changes to Quality management standards and why they were implemented.
- Identify the changes to Monitoring and remediation.
- Analyze how deficiencies are identified and Learn how to evaluate their severity.
- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
2/18/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
2/18/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Pull together all components for an effective and tailored QM system
- For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies.
- The revised QM standards are designed to emphasize firm leadership’s responsibility for proactively managing quality, strengthening a firm’s monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm.
- To succeed under these new standards, you’ll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice.
- Fourth in a four-part webcast series
- This is the fourth webcast in a four-part series on the Auditing Standard Board’s (ASB) new Quality Management Standards and looks at how to create an effective QM system. You’ll take a deep dive into aspects of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Apply the requirements of SQMS 1.
- Design and implement a system of quality management
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
4/3/2025
Description:
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
4/3/2025
Description:
- Create a robust QM system based upon your firm’s needs
- Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm’s circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses — policies and procedures — to the quality risks facing the firm.
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the steps to perform a quality risk assessment.
- Determine a firm’s risk assessment plan.
- Select responses to quality risks.
- Identify how to monitor results.
Location: Online
AICPA New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
4/10/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
4/10/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
- Leverage resources for optimal QM performance
- Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.
- In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.
- These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.
- Second in a four-part webcast series
- This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Identify the four kinds of resources needed to maintain quality management systems.
- Recognize who is included and excluded on an engagement team.
- Distinguish between internal and external human resources.
- Recognize service providers and what they offer firms.
- Assess the engagement partner’s responsibility for quality management at the engagement level.
Location: Online
AICPA New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
4/17/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
4/17/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Boost quality management through improved processes
- With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.
- The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.
- Third in a four-part webcast series
- This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the changes to Quality management standards and why they were implemented.
- Identify the changes to Monitoring and remediation.
- Analyze how deficiencies are identified and Learn how to evaluate their severity.
- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
4/24/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
4/24/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Pull together all components for an effective and tailored QM system
- For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies.
- The revised QM standards are designed to emphasize firm leadership’s responsibility for proactively managing quality, strengthening a firm’s monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm.
- To succeed under these new standards, you’ll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice.
- Fourth in a four-part webcast series
- This is the fourth webcast in a four-part series on the Auditing Standard Board’s (ASB) new Quality Management Standards and looks at how to create an effective QM system. You’ll take a deep dive into aspects of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Apply the requirements of SQMS 1.
- Design and implement a system of quality management
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
7/1/2025
Description:
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
7/1/2025
Description:
- Create a robust QM system based upon your firm’s needs
- Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm’s circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses — policies and procedures — to the quality risks facing the firm.
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the steps to perform a quality risk assessment.
- Determine a firm’s risk assessment plan.
- Select responses to quality risks.
- Identify how to monitor results.
Location: Online
AICPA New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
7/8/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
7/8/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
- Leverage resources for optimal QM performance
- Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.
- In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.
- These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.
- Second in a four-part webcast series
- This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Identify the four kinds of resources needed to maintain quality management systems.
- Recognize who is included and excluded on an engagement team.
- Distinguish between internal and external human resources.
- Recognize service providers and what they offer firms.
- Assess the engagement partner’s responsibility for quality management at the engagement level.
Location: Online
AICPA New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
7/15/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
7/15/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Boost quality management through improved processes
- With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.
- The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.
- Third in a four-part webcast series
- This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the changes to Quality management standards and why they were implemented.
- Identify the changes to Monitoring and remediation.
- Analyze how deficiencies are identified and Learn how to evaluate their severity.
- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
AICPA New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
7/22/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
7/22/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Pull together all components for an effective and tailored QM system
- For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies.
- The revised QM standards are designed to emphasize firm leadership’s responsibility for proactively managing quality, strengthening a firm’s monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm.
- To succeed under these new standards, you’ll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice.
- Fourth in a four-part webcast series
- This is the fourth webcast in a four-part series on the Auditing Standard Board’s (ASB) new Quality Management Standards and looks at how to create an effective QM system. You’ll take a deep dive into aspects of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Apply the requirements of SQMS 1.
- Design and implement a system of quality management
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
Professional Ethics: The AICPA's Comprehensive Course
1/15/2026
Location: On-Demand
1/15/2026
Professional Ethics: The AICPA's Comprehensive Course On-Demand (For Licensure)
Product# 155906
Upon purchase of this course you will be sent a link to access the course online. This link is good for one year after purchase.
You must pass this course with a score of 90% or higher.
This revised course teaches you the AICPA, SEC and GAO independence rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date AICPA, SEC and GAO rules.
This CPE course also explains the revised AICPA Code of Professional Conduct and conceptual framework, which all members of the AICPA must follow. It covers the basic tenets of ethical and professional conduct, covering the principles of ethics, and it explains why the code is necessary and how it is organized.
Location: On-Demand
