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Accounting
Accounting for Derivatives (AAADERDP) -- Course Description:
A derivative is a financial instrument or other contract that derives its value from the movement of prices, interest rates, or exchange rates associated with an underlying item. Uncertainty about the future fair value of assets and liabilities or about future cash flows exposes firms to risk. One way to manage the risk associated with fair value and cash flow fluctuations is through the use of derivatives. This course addresses the accounting and disclosure requirements related to derivative financial instruments (derivatives). Also addressed are selected disclosure requirements for other financial instruments, primarily those related to fair value and concentrations of credit risk.



CPE Hours: 2.5
Price: $23.49
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Accounting Changes & Error Corrections-ASC 250 (AAAERRKC) -- Course Description:
This course provides a comprehensive overview of the accounting requirements with respect to accounting changes and error corrections and the related reporting implications within an entity’s financial statements.  The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as changes of a reporting entity.  The course also provides an overview of the accounting requirements of correcting errors in previously issued financial statements as well as restatement considerations.  A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No 250, Accounting Changes and Error Corrections.



CPE Hours: 2
Price: $19.99
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Accounts Payable Fraud Prevention Tactics: New Practices and Ignored Established (AAAPFRMS) -- Course Description:
When it comes to fraud prevention, strong internal controls are front and center. They provide the very groundwork for fraud deterrence and prevention. And, they are an integral part of every effective accounts payable function. What is surprising is that even though most organizations know what these practices are, they often choose to take shortcuts and ignore some of them. What’s more, they don’t stay constant, unfortunately. So, this means that internal controls need to be reviewed on a periodic basis. In this course, industry expert Mary Schaeffer take a look at established internal control best practices that are frequently ignored, some new best control practices as well as control practices that relate to the master vendor file.


CPE Hours: 1
Price: $9.75
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Analysis of the Corporate Annual Report (AAARPTDP) -- Course Description: 
This course focuses on an analysis of the corporate annual report. It help you interpret and understand its components, including the financial statements, footnotes, review of operations, auditor's report, supplementary schedules, management discussion and analysis (MD&A), and  Management‘s Report On Internal Control Over Financial Reporting. It touches upon how the Sarbanes-Oxley 404 reporting differs from traditional reporting.  The course also teaches you how to perform financial ratio and cash flow analyses.


CPE Hours: 4
Price: $39.00
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Accounting Tools and Metrics for the CFO (AAATCFODP) -- Course Description:
This course is a one-stop problem-solver for today’s busy accounting executive. The course is a working guide to help you quickly pinpoint in the complex world of business; what to look for; what to do; what to watch out for; and how to do it. You’ll find ratios, formulas, guidelines, and rules of thumb to help analyze and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful.


CPE Hours: 16
Price: $143.20
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Analysis and Uses of Financial Statements (AAAUFSDP) -- 

Course Description:
This course explains the objectives of financial statements in a meaningful manner. The accounting principles used in compiling financial statements and the qualitative characteristics of data appearing on financial statements are relevantly and reliably described. After a thorough overview of financial statements, major tools and techniques as explained, including:  Horizontal and vertical analysis; Common-size statements; Ratio analysis; Liquidity and activity ratios; Profitability ratios; Capital structure and solvency ratios; Market test ratios; Cash flow ratios.

 The significance of interim financial statements and segment reporting is explored, as are analysis of annual reports and management discussion and analysis (MDA). The analytical techniques discussed in this course are well within the limits of today‘s information technology. Once the concepts are understood, software can be used to eliminate much of the computational tedium involved.



CPE Hours: 10
Price: $92.50
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Accounting for Business Combinations (AABCOMKC) -- Course Description:
This course provides an in-depth overview of the accounting and reporting requirements with respect to business combinations as prescribed by Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 805, Business Combinations. The overall objective of the guidance included within ASC 805 is to improve the relevance, representational faithfulness, and comparability of the information that a reporting entity provides in its financial reports about a business combination and its effects. Note that this course reflects changes issued through ASU No. 2017-01.


CPE Hours: 4
Price: $39.00
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Current Developments-Accounting and Financial Reporting (AACDAFSF) -- Course Description: 
The purpose of this course is to inform the reader of the various changes to accounting and financial reporting affecting the accounting professional. Topics include a review of FASB projects including those related to financial performance, leases, and financial instruments, practice issues involving the statement of cash flows, fair value reporting, pensions, the international convergence project, little GAAP, and more. The structure of the course is to encourage the reader to recall existing GAAP rules coupled with identifying, stating and outlining rules related to new and proposed pronouncements.


CPE Hours: 16
Price: $143.20
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Accounts Receivable Best Practices for Small To Medium Sized Commercial Entities (AACMCARBP) -- Course Description:

This course reviews best practices in the accounts receivable function of small to medium commercial entities as it relates to invoicing and pricing.  It also focuses on credit best practices including credit evaluation, use of Z Score and other ratios and methods to secure customer payment when open ended credit is deemed too risky.  Collection best practices are explored including those related to account reconciliation.  Payment application, internal controls and available banking technology are also reviewed.




CPE Hours: 2.5
Price: $23.49
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Revenue and Margin Analysis (AACMCRMA) -- 
Course Description
The comparison of actual revenue or margin amounts to either budget or prior year results will generally result in a variance.  This course demonstrates mathematical formulas to compute the amount of that variance that is attributable to pricing decisions, unit volume and product mix.  In the case of margin variances, the calculation for product cost is an additional component.  This method is an important tool to clearly and concisely explain revenue and margin variances to marketing, operations and executive personnel.  Specific topics covered are the calculation of the price, volume, mix and cost components as well as an explanation of the concept of product mix.  Applicable to CPA’s working in the manufacturing or distribution industry as well as CPA’s in public accounting who serve these industries.For a more detailed course description click here.


CPE Hours: 2
Price: $19.99
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Creating An Effective AP Policy & Procedures Manual (AACMSAPP) -- Course Description:
Effective policies and procedures in the Accounts Payable function is critical for any organization wishing to reduce or eliminate duplicate payments, prevent and detect fraud, be cost effective and compliant with all regulatory issues affecting the payment function. The first step in that battle is having a current, detailed policy and procedures manual. This course presents information the professional can use to create an effective manual, that not only documents the organizations policies and procedures, can be used as a reference and training guide. Industry expert Mary Schaeffer shows auditors, controllers, and managers how to create such a manual when none exists. She also includes an outline for a sample policy as well as a checklist they can use to determine if their current policy is best practice or something less.


CPE Hours: 1.5
Price: $13.25
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Everything You Never Wanted to Know About GAAP (AACSFEGP) -- Course Description:
This course covers a variety of issues related to GAAP including the unusual reporting and disclosure issues that develop in practice such as how to disclose life insurance, leases, catastrophes, OCBOA financial statements.


CPE Hours: 16
Price: $143.20
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Specialized Industry GAAP: Entertainment (AAENTEDP) -- Course Description:
This course discusses all of the important authoritative pronouncements on GAAP for entertainment industries. This course addresses accounting principles, financial reporting presentation requirements, required and recommended disclosures for the entertainment industries such as broadcast, cable television, film, and music.  Each citation in this course will have its ASC topic number and description, ASC citation (XXX-YY-ZZ-PP).


CPE Hours: 2.5
Price: $23.49
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Fair Value Accounting - Overview (AAFAIRMW) -- Course Description:
Numerous FASB Standards have been issued requiring certain items to be measured and reported at “fair value” on the Balance Sheet. Prior to the release of ASC 820 Fair Value Measurements and Disclosures (formerly known as SFAS 157), the concept of “fair value” had never been formally defined in U.S. accounting literature. Since its issuance in September 2006, ASC 820 has become one the most controversial accounting standards ever released.

This course provides a conceptual review of fair value accounting, as outlined in ASC 820 and other U.S. accounting standards. This course will also provide an overview of the authoritative guidance for auditing fair value measurements and disclosures, SAS No. 101.
 5 Hours in Accounting and .5 in Audit is shown on the certificate.



CPE Hours: 5.5
Price: $52.23
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Fair Value Accounting: Tools and Concepts (AAFAIRVDP) -- Course Description:
Fair values are more common in financial reports because fair values have increased in business importance in recent years. Increasingly elaborate financial instruments and risk management practices have created financial statement elements for which historical cost is almost irrelevant, and fair value, and fluctuations in fair value, are extremely relevant. This course is a comprehensive survey of fair value accounting with a discussion of :(1) ASC 820, Fair Value Measurements and Disclosures, (2) A list of the financial statement items for which fair value reporting is required or allowed. (3) A variety of valuation models, and (4) Fair value disclosure requirements business.


CPE Hours: 3
Price: $29.85
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2018 FASB Review -Item #30 and 30E) (AAFASBSF) -- Course Description: 
This  course discusses the various changes affecting accounting and financial reporting, as well as a review and recall of existing accounting standards. Topics include a summary of newly issued FASB statements, current and pending developments, practice issues, and more.


CPE Hours: 16
Price: $143.20
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Get Paid Faster (AAFASTAMS) -- Course Description:
Most companies have at least a few customers who don‘t pay them in a timely manner. Unfortunately, for some the problem is worse. They have many customers who don‘t pay them as quickly as they‘d like. While it is definitely true that some of these organizations purposely drag their feet when it comes to the timing of payments, that is not always the case. In fact, many times the delay is due to something the supplier did (or didn‘t do) during the billing process. These are simply practices that could be easily rectified. This course contains the standard best practices every organization should use when trying to get paid in a timely manner as well as a look at the common mistakes that end of delaying payments. The information on these inopportune slip-ups comes from interviews with accounts payable professionals who shared their frustrations over these easily-fixable oversights.


CPE Hours: 1
Price: $9.75
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Full Disclosures in Financial Reporting (AAFDISDP) -- Course Description:
The full disclosure principle, one of major accounting principles, requires that information provided in financial statements be sufficiently complete to avoid misleading users of the reports by omitting significant facts of information. The full disclosure principle also refers to revealing information that would be useful in the decision-making processes of informed users. Full disclosure is required for the fair presentation of financial statements. This course discusses the disclosures required of companies, including those related to accounting policies, segmental information, related parties, contingencies, long-term purchase contract obligations, inflation, and derivatives. Sample annual reports addressing this requirement are illustrated.


CPE Hours: 2
Price: $19.99
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Governmental Accounting and Reporting (AAGOV9DP) -- Course Description:
This course on accounting for governmental entities is intended to be used by anyone who would like to gain knowledge of accounting and financial reporting currently recommended for state and local governmental units. The course provides an overview of (1) the fundamental concepts underlying state and local governmental accounting and reporting, (2) the importance of budgetary accounting in government, and (3) the recognition rules and journal entries related to governmental financing. It also describes (1) the accounts and journal entries related to transactions specific to governmental entities, (2) the process of defining the governmental reporting entity, (3) the components of the comprehensive annual financial report (CAFR), (4) the reporting requirements for government- wide and fund-based financial statements, and (5) other required information in the CAFR.


CPE Hours: 8
Price: $76.00
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IFRS Learning Module-2: Accounting Changes & Error Corrections (AAIFR2MW) -- Course Description:
Module 2 of the IFRS Learning Module series presents an overview of IAS 8 Accounting Policies, Changes in Accounting Estimates and Errors and discusses the IASB’s and FASB’s efforts towards achieving convergence in these areas of financial reporting.


CPE Hours: 2
Price: $19.99
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IFRS in the USA - An Implementation Guide (AAIFRSMW) -- Course Description: 
This course provides an introductory overview of International Financial Reporting Standards, including detailed discussions of the impact that adopting IFRS will have on businesses. This course also includes comprehensive reviews of the IASB structure and its standard-setting process, the basic framework that serves as the foundation for IFRS and the differences that exist between U.S. GAAP and IFRS.



CPE Hours: 10
Price: $92.50
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The Income Statement: Accounting & Reporting (AAISARDP) -- Course Description:
This course addresses income statement accounting and reporting. It discusses a variety of accounting issues surrounding income statement items and related information; the format of the income statement, major income statement categories, unusual and nonrecurring items, discontinued operations, research and development costs, deferred compensation arrangements, share-based payment, compensation expense arising under a stock option plan, insurance costs, and earnings per share (EPS) calculation.


CPE Hours: 4
Price: $39.00
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Accounting for Income Taxes (AAITAXDP) -- Course Description:
Corporations must file income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in a number of ways, so frequently do pretax financial income and taxable income. In consequence, the amount that a company reports as tax expense will differ from the amount of taxes payable to the IRS. This course covers the basic guidelines that companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes.


CPE Hours: 2
Price: $19.99
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Accounting for Leases - New Guidelines (AALEASDP) -- 

Course Description:
The new lease guidance introduces significant changes to lease accounting, such as lessees‘ recognition of lease assets and liabilities, an exception for short-term leases, elimination of leveraged leases, new criteria for reporting sale leaseback transactions, increased use of judgment, and expansive disclosures. Moreover, entities are required to use a modified retrospective approach to reflect the effect of the new guidance in the earliest year presented in the financial statements. As a result, implementation of ASC 842 could have significant impact on companies‘ financial operations - from general accounting and financial reporting, treasury, IT systems, tax, budgeting to forecasting functions. The change in lease standard presents both a challenge and an opportunity to enhance internal control and optimize the lease accounting and administration processes.



CPE Hours: 7
Price: $66.50
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Accounting for the New Lease Standards 2018 (AALEASESF) -- Course Description:
This course reviews the changes made to lease accounting by ASU 2016-02, Leases, (as further amended by ASU 2018-01, Land Easement- Practical Expedient for Transition to Topic 842), and to establish the principles that lessees and lessors shall apply to report useful information to users of financial statements about the amount, timing, and uncertainty of cash flows arising from a lease. Topics include a review of the new rules for lessees and lessors, the types of leases, how to account for the balance sheet, income statement and cash flows statement impacts of different types of leases, the implementation requirements, and more.


CPE Hours: 8
Price: $76.00
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Credit Losses on Financial Instruments (AALOSSKC) -- Course Description:
This course provides an in-depth overview of Accounting Standards Update (ASU) No. 2016-13, Measurement of Credit Losses on Financial Instruments, issued by the Financial Accounting Standards Board (FASB) in June 2016. The new standard will apply to nearly all entities, not just those in the financial services industry, and will change how entities document and account for credit impairment on their respective financial instruments. This new standard is effective for public business entities for annual periods beginning after December 15, 2019 and interim periods therein. As such, this means that calendar-year SEC filers will have to apply the new requirements starting in first quarter 2020.


CPE Hours: 4
Price: $39.00
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The New Lease Accounting Standards (AALSTDKC) -- Course Description:
This course provides an in-depth overview of the new lease accounting standards issued by the Financial Accounting Standards Board (FASB) in February 2016. This includes a discussion of the primary reasons for the change as well as how to identify a lease within a contract. This course also provides an in-depth review of lease classification, initial measurement, subsequent measurement, presentation & disclosure, as well as transition requirements. The course concludes with a discussion of some of the significant differences between IFRS 16 (the IASB’s new lease accounting standard) as well as private company considerations
.


CPE Hours: 4
Price: $39.00
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Not-For-Profit Accounting: Reporting and Analysis (AANPOFDP) -- Course Description:
Business organizations obtain resources by providing goods and services. Many not-for-profit organizations (NFPOs) obtain resources from contributors and are accountable to the providers of those resources or to their representatives. In general, GAAP requires NFPOs to issue a statement of financial position, a statement of activities, and a statement of cash flows. The focus is on the organization as a whole and on reporting assets, liabilities, and net assets; changes in net assets; flows of economic resources; cash flows, borrowing and repayment of borrowing, and other factors affecting liquidity; and service efforts. This course addresses the accounting and financial reporting for NFPOs (or NPOs) ---colleges and universities, healthcare providers, voluntary health and welfare organizations (VHWOs), and other not-for-profit entities such as religious, educational, social, and recreational entities. Also addressed is financial analysis and ratios that can be useful to analyze the financial fitness of NFPOs.


CPE Hours: 5
Price: $47.50
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Current Topics in Accounting & Reporting Value Packs (AAREPTVP) -- Course Description:
This accounting value pack is comprised of 3 separate courses. Each course has its own EBook and Exam. The courses are: The Income Statement: Accounting & Reporting, Revenue Recognition Principles, and Current Development in Accounting & Financial Reporting.


CPE Hours: 24
Price: $200.00
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New Guidelines on Revenue Recognition (AARNEWDP) -- Course Description: 
In 2014, after years of deliberations, the Financial Accounting Standards Board (the FASB) and the International Accounting Standards Board (the IASB) jointly issued the Accounting Standard Update (ASU) No. 2014-09 (codified primarily in ASC 606) and IFRS 15, respectively. ASC 606, the new revenue standard, replaces virtually all (including industry-specific) U.S. GAAP revenue guidance with a single model. The standard not just changes the amounts and timing of revenue but potentially affects organizations‟ financial statements, business processes and internal control over financial reporting. The standard also affects other related accounting topics such as contract modification, rights of return, licensing, principal-versus-agent considerations, and income tax. Moreover, the standard creates new and expanded disclosure requirements.

 

In light of the new revenue standard, organizations need to reassess their current revenue accounting processes and systems and implement changes required to maintain compliance with the new guidance. This course reorganizes the guidance contained in ASC 606, to follow the five-step revenue recognition model along with other guidance impacted by this standard. It also provides examples to illustrate the application. The course is designed to help you navigate the complexities of this standard, identify the implications of it, and prepare for implementation. It also shares insights to help you evaluate the effect of required changes to the internal control environment. It provides a working knowledge of the fundamentals of revenue standard that can be applied, regardless of the company size, in the real world.



CPE Hours: 6
Price: $57.00
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Sarbanes-Oxley Act and Corporate Governance (AASOXADP) -- Course Description:
A corporate scandal involves alleged or actual unethical behavior by people acting within or on behalf of a corporation. Since the turn of the century, the U.S. has seen some large corporate collapses and scandals due to shoddy and deceptive accounting practices. Many companies, shareholders and employees suffered as stock prices fell and reputations were tarnished when businesses such as Nokia, Lucent Technologies, energy, and internet-related businesses conducted questionable practices.

This course examines developments in finance and accounting and a series of corporate accounting scandals on the heels of the Enron debacle that have led to current sweeping accounting guidelines, proposals, and legislation—most notably, the Sarbanes-Oxley (SOX) Act. Many of the issues surrounding the SOX Act—especially Section 404, Internal Control over Financial Reporting and Sections 302 and 906, Management Certifications —are discussed. The general issues on corporate governance and corporate social responsibility (CSR), including stock option expensing, are also covered. The illegal practice of stock option backdating is described as well.


CPE Hours: 6
Price: $57.00
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Tax Cuts & Job Act on GAAP (AATXJASF) -- Course Description:
The objective of this course is to inform the reader of impacts the changes made by the Tax Cuts and Jobs Act have on GAAP and financial reporting. Topics include an analysis of adjustments required to be made to deferred income tax assets and liabilities, including those assets related to net operating losses, newly issued ASU 2018-02 related to the tax effect of accumulated other comprehensive income, accounting for the change from an S to a C corporation, impact of the elimination of like-kind exchanges, GAAP accounting for bonus and Section 179 depreciation, new limitations on interest deduction, SEC SAB 118 transition rules, presenting the tax benefit of an NOL carryover, and more.


CPE Hours: 2
Price: $19.99
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Selected Topics in Small to Medium Sized Businesses Value Pack (AAUSMBVP) -- Course Description:
This value pack is comprised of 5 separate courses. Each one has its own EBook, exam and certificate. The courses are Effective Internal Controls for Small Businesses, Payroll Management, Accounts Payables Management, Accounts Receivable Best Practices for Small to Medium Sized Commercial Entities and Creating an Effective AP Policy & Procedure Manual.


CPE Hours: 30
Price: $200.00
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Accounts Payable Best Practices -Video -Webinar Rebroadcast (VAAPBPMS) -- Course Description:

The accounts payable function is changing at a dizzying pace. What worked yesterday may not work today. Given the current economy, mounting regulatory pressures, and the increased visibility and importance of the accounts payable function, best practices are something with which every professional needs to be conversant. Unfortunately, keeping up to speed these days can be like herding cats. While some best practices remain steadfast, others simply no longer work and are being replaced by new practices just now appearing.

The talk will include a discussion of the newest best practice every organization should implement to ensure crooks don't get their hands on money or sensitive information.

The truth is that companies ignore accounts payable best practices at their peril and the impact is felt on your bottom line. It's that simple—yet some organizations continue to turn a blind eye to the leakage that occurs due to poor or inefficient process in their AP operations. Don't be one of them!

Topics Covered:

  • Why best practices matter
  • Invoice handling
  • Payment processes
  • Vendors and vendor file issues
  • Regulatory issues affecting the payment process
  • Travel and Entertainment
  • Fraud (both internal and external)
There is no PowerPoint handout. This is just a video.


CPE Hours: 1
Price: $14.99
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T&E Best Practices-Ensure Compliance with IRS Regs- Video (VAATECMS) -- Course Description:
Complying with IRS Regs regarding expense reimbursements just got a whole lot harder. Organizations everywhere are eyeing the bottom line and insisting on rigid travel & entertainment policy compliance. The IRS is taking an equally harsh stance tightening the rules.  Compliance must now be not only with the company policies but also IRS rules. Otherwise, you could end up answering not only to the CFO but also the IRS–and that can be truly ugly.


CPE Hours: 1
Price: $14.99
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Accounting (Governmental)
Fundamentals of Federal Financial Management (AAGOV8CS) -- Course Description: 
Are you a new federal employee or contractor working with accounting, auditing, budgeting, financial operations, or internal controls?  Have you taken on a new position where federal financial management tasks have been added to your regular duties?  If yes, this book is for you. 

This publication provides a short, high level overview of federal financial management that will hopefully help you do your job faster and/or better. It will serve as a baseline for more in-depth courses on federal financial management topics and/or serve as a quick reference manual.  I wish I had this course when I joined the federal government. It would have provided some basic information that took me months or years to learn.



CPE Hours: 10
Price: $92.50
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Audio
Social Engineering - Audio Course (PAUSOCMC) -- Course Description:
Simple fraud schemes that use social engineering techniques are gaining popularity in the United States.  These schemes rely on trickery to persuade an unsuspecting employee to divert cash or sensitive information to the fraudster.  This audio course examines techniques being employed such as email spoofing, phishing and vishing using actual recent cases and discusses techniques to minimize the possibility of this type of fraud in your organization. 


CPE Hours: 1
Price: $11.25
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Madoff Case Study-Audio (PEMADOMC) -- Course Description:
This is an Audio file of the Madoff case study. It is a 57 minute audio file. You can listen to the audio file using our player or download the file to listen to with other sources. There is also a PowerPoint presentation of the major points as well as a copy of the exam. This is self-study.

Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor funds, thus providing the impression of actual investment returns. The extent of the losses related to Madoff’s Ponzi scheme have been estimated at $50 – $65 billion. Many are astounded to hear that Bernard Madoff Investment Securities LLC was audited by a CPA. Unfortunately, Madoff’s CPA apparently did not subscribe to the AICPA Code of Conduct as most of the rules contained in the code were ignored. What follows is a case study examining the conduct of Friehling & Horowitz CPA’s P.C., the CPA firm that audited Bernard Madoff Investment Securities LLC, within the context of the AICPA Code of Professional Conduct.


CPE Hours: 1
Price: $11.25
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Audit
Overview of SSARS No. 21 (AACKCSS21) -- Course Description:
This course will provide a strong overview of the key principles and requirements of SSARS No. 21,  SSARS No. 21 includes significant revisions that affect the standards used by accountants in public practice who prepare financial statements for their clients.


CPE Hours: 1.5
Price: $13.25
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Spreadsheet Controls under Sarbanes-Oxley Section 404 (AACMCS404) -- Course Description
Spreadsheets have become pervasive in most companies and have many uses.  Those that are used in the financial reporting process are of most concern to the assessment of the effectiveness of internal controls over financial reporting mandated by Sarbanes-Oxley. This course discusses how to evaluate spreadsheets under the rules of Section 404 and Auditing Standard No. 5 as well as what specific compensating spreadsheet controls are supported by Excel 2007 and Excel 2010.  This course has been written for 2007.  Steps that differ in Excel 2010 have been noted in gray shadow boxes.. This course splits the CPE hours between Audit and Computer Science


CPE Hours: 2
Price: $19.99
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Fraud Overview for Accountants and Auditors (aacsffoaa) -- Course Description:
The course addresses various issues related to fraud. In particular, accountants and auditors need to be aware of the types of fraud that clients and employees may be committing, especially in light of myriad lawsuits against auditors and accountants. Topics include a review of the results of the fraud Report to the Nation, types of fraud, auditor’s role in addressing fraud, and the accountant’s responsibility for fraud in a compilation and review engagement. The course also discusses miscellaneous fraud-related issues including whistle blowing, anti-fraud measures, considering an entity’s fraud scorecard, and more.


CPE Hours: 4
Price: $39.00
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Fair Value Accounting - Overview (AAFAIRMW) -- Course Description:
Numerous FASB Standards have been issued requiring certain items to be measured and reported at “fair value” on the Balance Sheet. Prior to the release of ASC 820 Fair Value Measurements and Disclosures (formerly known as SFAS 157), the concept of “fair value” had never been formally defined in U.S. accounting literature. Since its issuance in September 2006, ASC 820 has become one the most controversial accounting standards ever released.

This course provides a conceptual review of fair value accounting, as outlined in ASC 820 and other U.S. accounting standards. This course will also provide an overview of the authoritative guidance for auditing fair value measurements and disclosures, SAS No. 101.
 5 Hours in Accounting and .5 in Audit is shown on the certificate.



CPE Hours: 5.5
Price: $52.23
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Selected Topics in Small to Medium Sized Businesses Value Pack (AAUSMBVP) -- Course Description:
This value pack is comprised of 5 separate courses. Each one has its own EBook, exam and certificate. The courses are Effective Internal Controls for Small Businesses, Payroll Management, Accounts Payables Management, Accounts Receivable Best Practices for Small to Medium Sized Commercial Entities and Creating an Effective AP Policy & Procedure Manual.


CPE Hours: 30
Price: $200.00
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Fraud Detection Tools (ACCMCFDT) -- Course Description:
Two tools for fraud detection are discussed in this course; Benford’s Law and the Beneish M Score. Benford’s Law predicts the probability of the distribution of first digits in a set of accounting numbers. For the first digit, one is the most likely occurrence, followed by two, etc. In a large population of accounting transactions, by comparing the actual occurrence of first digits in accounting numbers to the Benford distribution, areas of concern are highlighted for further analysis and evaluation. The Beneish M Score quantifies the possibility of financial manipulation occurring in financial statements. If the M Score is greater than (or less negative than) -2.22, it is likely that there is some manipulation of the financial results. Both of these are powerful tools in the detection of fraud. Benford’s Law assists in the detection of transactional fraud while the Beneish M Score assists in the detection of fraud in financial reporting.


CPE Hours: 2
Price: $19.99
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Accounting Fraud - Recent Case Studies (AUCASEMC) -- Course Description:
This course uses cases of three recent accounting frauds to demonstrate the importance of internal controls, management oversight by the board of directors and an organizational emphasis on ethics in the prevention of fraud. It also examines the CPA auditor’s responsibility for internal controls and the prevention and detection of fraud as part of its work. The case studies utilized relate to Koss Corporation, Fair Finance Company and Diamond Foods.


CPE Hours: 1
Price: $9.75
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New Compilation and Review Standards SSARS 21-23 (AUCOMPSF) -- Course Description:  
The purpose of this course is to inform the reader of the various changes made to the compilation and review codification by SSARS No. 21 as amended by SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services- 2016. The course addresses the three types of engagements that can be performed under the SSARSs: a preparation of financial statements engagement, a compilation engagement, and a review engagement.  The course also discusses SSARS No. 22, Compilation of Pro Forma Financial Information.


CPE Hours: 10
Price: $92.50
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Practice issues -Compilation & Review Update 2018 (AUCR18Sf) -- Course Description:
This course covers the various changes made to the compilation and review standards by the AICPA’s Accounting and Review Services Committee (ARSC), and to address practice issues related to compilation and review engagements.
Section I of this course consists of an overview of SSARS No. 21, as amended by SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services- 2016. The course addresses the three types of engagements that can be performed under the SSARSs: a preparation of financial statements engagement, a compilation engagement, and a review engagement. The course also discusses SSARS No. 22, Compilation of Pro Forma Financial Information.
Section II consists of practice issues in compilation and review engagements. Topics include a discussion of an accountant’s responsibility for fraud, internal control and going concern, representation letters for review engagements, personal financial statements, tax-basis financial statements, legends on financial statements, accountant’s liability in compilation and review engagements, saving time in engagements, and more. The focus of the course is to identify, recognize and recall the rules pertaining to various pronouncements, including those related to recent developments.


CPE Hours: 20
Price: $170.00
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Crossing the Line - Case Studies (AUCROSMC) -- Course Description:
This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX. Dewey & LeBouef was a high-profile law firm that, at its peak, had over 3,000 employees and over 1,400 lawyers. It is alleged that personnel at Dewey & LeBouef made inappropriate financial adjustments starting in 2008 to meet its bank lending covenants and planned to conceal these adjustments from its “clueless auditor”. Dewey & LeBouef declared bankruptcy in 2012. ContinuityX was an internet services reseller that, according to an SEC complaint, fabricated 99% of its revenue. It was audited by a firm that was fined and disciplined by the SEC and the partner responsible for the audit was also fined and permanently suspended from practicing before the SEC. ContinuityX declared bankruptcy in 2013. Both cases involve financial statement fraud, auditor deception and some lessons to be learned.


CPE Hours: 1
Price: $9.75
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Social Engineering Fraud Schemes (AUCYBRMC) -- Course Description: 
Simple fraud schemes that use social engineering techniques are gaining popularity in the United States.  These schemes rely on trickery to persuade an unsuspecting employee to divert cash or sensitive information to the fraudster.  This course examines techniques being employed such as email spoofing, phishing and vishing using actual recent cases and discusses techniques to minimize the possibility of this type of fraud in your organization. 


CPE Hours: 1
Price: $9.75
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Auditing Developments – 2018 (AUDE18SF) -- Course Description:
The objective of this course is to review the latest developments affecting audit engagements. Part of planning an audit involves consideration of the business and economic environment in which the client operates. Thus, auditors need to be aware of the various types of fraud that clients and employees may be committing, especially in light of myriad lawsuits against auditors and accountants. In addition to applying techniques to limit their liability to their clients and third parties, auditors are confronting other major problems facing the accounting field, including compliance with the SarbanesOxley Act. The peer review comments and new auditing statements provide further guidance on current issues. To deal with the volatility in the business climate, auditors should focus their efforts in key areas and should take lessons from litigation. Additionally, in this course, auditors will learn how to perform more efficient engagements, understand the guidance found in SAS Nos. 131 to 133 and SSAE No. 18, and much more. The course focuses recalling, recognizing and identifying rules related to auditing standards including new developments pertaining to those standards.


CPE Hours: 16
Price: $143.20
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Internal Control and Fraud Detection (AUICFDDP) -- Course Description:
The introduction of Sarbanes-Oxley (SOX) Act law fueled rapid growth in the organizational importance of internal control systems. Appropriate interpretation and implementation of the internal control framework is vital for every organization. This course incorporates and reflects up-to-date guidance from the PCAOB, the AICPA, the ACFE, and the principles of 2013 COSO Framework. The course not only addresses the theoretical concept of the internal control systems but also provides readers with the practical guidance they need to assume a role in the design, implementation, maintenance and evaluation of a comprehensive framework of internal controls for their organizations. 

It explains the differences between forensic accounting and auditing. It also includes the ACFE Fraud Prevention Checkup to help organizations identify major gaps and fix them before it is too late. This course includes an illustration of potential internal controls weaknesses involving accounting and financial reporting cycles, along with examples of compensating controls. It provides sample audit programs of key processes.  It also incorporates appendixes including: an example of management internal control report, a SOX Section 404 management compliance checklist, financial reporting controls and information systems checklist for each key cycle (e.g. revenue, inventory, financing), and a computer applications checklist. 



CPE Hours: 8
Price: $76.00
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Major Changes to Auditing Standards: SAS #122-133 (AUSTANSF) -- Course Description:
This course explains the significant changes made to auditing standards by the Auditing Standards Board’s Clarity Project that resulted in the issuance of SAS Nos. 122-133. The course is written in a format that provides an overview by allowing the reader to review, recall and identify key provisions within the new standards.  


CPE Hours: 8
Price: $76.00
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Fraud in the Workplace- An Overview (AUWORKCD) -- Course Description:
After discussing the background of employee fraud, this course will address some of the most common types of asset misappropriation. The frauds will be presented in the following order. Current Assets, Cash,Accounts Receivable Merchandise Inventory, Property, Plant & Equipment, Intangible Assets. Each fraudulent activity covered will include some or all of the following subsections: Description, • Hypothetical example,Prevention and detection methods,Cases-in-Point and Summary.


CPE Hours: 1.5
Price: $13.25
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Social Engineering - Audio Course (PAUSOCMC) -- Course Description:
Simple fraud schemes that use social engineering techniques are gaining popularity in the United States.  These schemes rely on trickery to persuade an unsuspecting employee to divert cash or sensitive information to the fraudster.  This audio course examines techniques being employed such as email spoofing, phishing and vishing using actual recent cases and discusses techniques to minimize the possibility of this type of fraud in your organization. 


CPE Hours: 1
Price: $11.25
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Electronic Payment Fraud Prevention & Detection -Video (VAUEPAMS) -- Course Description: 
Alas, technology not only helps legitimate businesses become more efficient; it also assists crooks looking to defraud your organization. Getting money out of your organization's bank account is now easier than ever. Just ask the growing number of fraudsters snatching cash from unsuspecting organizations across the country. Unfortunately, every company is at risk and businesses do not have the same fraud protections as individuals. If you don't report the thefts within 48 hours, you will probably end up eating the losses—which can be substantial.

Those who think they're protected because they don't make electronic payments or because they use positive pay are flat out wrong. What's worse, it's not just the big guys who are getting hit. The crooks are also targeting smaller mid-sized companies, municipalities, schools and not-for-profits.

Avoiding electronic payments (ACH)is not the answer. You are still at risk; this is the fastest-growing payment fraud. But you can protect your company if you take the right steps. Please join us for this 60-fast paced minute session with industry expert, AP Now’s Mary S. Schaeffer. It contains expert advice about all the latest electronic payment frauds.
This is a rebroadcast of a webinar
.



CPE Hours: 1
Price: $14.99
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Koss Corporation -A Case Study in Fraud -Video (VAUKOSMC) -- Course Description:
Koss Corporation –This case study examines a $34 million embezzlement that grew over the span of 10 years at a small public company with revenues of approximately $40 million.  It is the story of a shopaholic VP of Finance, ineffective internal controls, collusion to conceal a massive theft, and lots and lots of luxury item purchases.  The embezzlement and the related financial statement fraud to conceal it, the internal controls (or lack of them), the role of Sarbanes-Oxley and the audit firm are all discussed.


CPE Hours: 1
Price: $14.99
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Business Law
Business Law - Legal Environment of Business (BLDPLENV) -- Course Description:
The major purpose of Business Law: The Legal Environment of Business is to provide you with a concise summary of the major legal principles affecting business people and business transactions. It provides a quick, yet comprehensive, review of this vital and wide-ranging area of the law. You will be able to analyze business decisions from a legal responsibility perspective.


CPE Hours: 12
Price: $111.00
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Business Management & Organization
Guide to Commercial Real Estate and Finance (BMGREADP) -- Course Description:
This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, and commercial and residential real estate. In the last few decades the financial institutions of America have gone through many radical changes and periods of uncertainty. Understanding the money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of investors seeking loans. The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community.


CPE Hours: 11
Price: $101.75
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Marketing: Mastering the Process (BMMKSTDP) -- Course Description: 
Managing the Marketing Process is intended to present the basic content of marketing in a concise and informative manner. In addition to presenting basic marketing information, the course attempts to develop in the reader an understanding of "the marketing management concept." This course teaches you key components of marketing strategy and tactics including: identification, analysis and selection of target markets; development of product/service lines; pricing; distribution systems; advertising and promotions; service marketing; and international marketing. Major forces impacting marketing strategy are discussed, such as consumer behavior, completion, and regulating forces. Also covered are marketing information systems, search-related marketing, interactive marketing and E-commerce, and multichannel marketing.


CPE Hours: 10.5
Price: $99.75
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Quality Management and Benchmarking (BMQMGTDP) -- Course Description: 
This course covers pervasive topics concerning quality management systems, such as total quality management (TQM), benchmarking, and the ISO standards. A pervasive consideration is the pursuit of quality in all aspects of the organization’s activities. Benchmarking and TQM are aspects of the modern approach to quality. Quality management has been recognized by the International Organization for Standardization, which has issued quality assurance standards.


CPE Hours: 2
Price: $19.99
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Accountant's Guide to Retail Management (BMRETLDP) -- Course Description:
Retailing, the business of selling consumer goods to final consumers, is constantly changing. Retailers are particularly affected by changes in the consumer population; in the economic, social, technological, and political environment; and in competitive conditions. This course teaches you the main requirements of effective retail management: personal qualifications of management; an adequate financial structure; necessary physical facilities; effective policies and procedures; and competence, loyalty, and productiveness of personnel. Also discussed are online retailing strategy, improving Internet presence, and future changes in retailing.


CPE Hours: 13
Price: $120.25
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The Balanced Scorecard -Strategic Based Control (BMSCORDP) -- Course Description:
The Balanced Scorecard (BSC) is a strategic-based responsibility accounting system that converts an organization’s mission and strategy into operational objectives and measures for four perspectives: the financial perspective, the customer perspective, the internal process perspective, and the learning and growth perspective. The course addresses the main features of the Balanced Scorecard and its implementation. Presented are several notable case studies that implemented and applied the BSC.


CPE Hours: 2
Price: $19.99
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How to Organize and Run a Small Business (BMSMBUDP) -- Course Description:
This course is a primer for aspiring small business owners and entrepreneurs. The course explores step-by-step procedures necessary to set up and manage a small business. Topics include the development of the business plan, market entry strategies, organization and management, financing, Internet marketing, and software, and critical factors for small business owners and entrepreneurs.


CPE Hours: 8
Price: $76.00
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Communications and Marketing
Social Media Marketing (MSOCMEMw) -- Course Description:
This course provides an overview of social media and its impact on the marketing process. This overview includes descriptions of the various forms of social media and profiles of the most popular social media websites. This course also introduces the concept of social media marketing and discusses how you can use social media to market your business, promote your brand and influence your potential customers. Finally, this course provides a step-by-step guide for CPA’s and other professionals to utilize when launching a social media marketing campaign.


CPE Hours: 5.5
Price: $52.23
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Computer Science-Excel
Spreadsheet Controls under Sarbanes-Oxley Section 404 (AACMCS404) -- Course Description
Spreadsheets have become pervasive in most companies and have many uses.  Those that are used in the financial reporting process are of most concern to the assessment of the effectiveness of internal controls over financial reporting mandated by Sarbanes-Oxley. This course discusses how to evaluate spreadsheets under the rules of Section 404 and Auditing Standard No. 5 as well as what specific compensating spreadsheet controls are supported by Excel 2007 and Excel 2010.  This course has been written for 2007.  Steps that differ in Excel 2010 have been noted in gray shadow boxes.. This course splits the CPE hours between Audit and Computer Science


CPE Hours: 2
Price: $19.99
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Select & Aggregate Data using Excel's Complex Logic (COLOGIMC) -- Course Description:
This course provides the tools in Excel to easily identify and summarize items in a list that meet complex criteria.  The focus is on the use of Excel’s logic functions (AND, OR, NOT) as well as IF functions, Boolean Logic, the SUMIFS and the SUMPRODUCT functions.  Using these tools, finding and summarizing large amounts of data that meet multiple criteria should be quick and easy.



CPE Hours: 1
Price: $9.75
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Arrays: A Powerful Excel Tool (CXARRYMC) -- Course Description: 
Arrays in Microsoft Excel are a very powerful, yet generally unknown tool. Using array formulas allows you to perform tasks that may currently take more than one step, and consolidate them into one step, improving efficiency. Array formulas make it easier to perform tasks such as comparing and evaluating lists, mathematical operations, quantifying errors and identifying duplicates in data.  Excel also has built in functions that may be used to work with arrays.  These functions include SUMPRODUCT, the combination of the INDEX and MATCH functions and the AGGREGATE function.  These functions will also be discussed.


CPE Hours: 3
Price: $29.85
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Excel Worksheets- Best Practices (CXBESTMC) -- Course Description:
Remember when you went to update last year’s budget projections and you wonder why certain formulas were there? Ever opened up a spreadsheet that someone else created and wondered “What the heck?”.  Chances are they were put together on the fly rather than designed well. It takes a little bit of time up front, but it is definitely worth it. Take a look at this course as you set up your budgets and year-end financial information and it will pay dividends next year when you open them because you won’t need to wonder why that 10% is in cell J4 and why you can’t figure out what that formula in cell T300 is doing.  This course provides step by step instruction and Excel practice exercises as well as answer files


CPE Hours: 2
Price: $19.99
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Creating Effective Charts (CXCHARMC) -- Course Description
This course covers the basics of creating, editing and formatting a chart and more. It also shows you how to create a default chart as well as a custom chart. It discusses different chart types such as a combination chart and a 2 y axis chart. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word. 


CPE Hours: 5
Price: $47.50
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Drive your Dashboards with Excel (CXDASHMC) -- Course Description:
 A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown.  In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX.  This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions. 


CPE Hours: 11
Price: $101.75
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Managing Data with Excel (CXDATAMC) -- Course Description:
This EBook shows you how to take basic rows and columns of data and to manage it and turn it into useful information that can be incorporated into the decision making process. We start with Excel’s simple basic Database features of sorting and filtering data and then take a look at subtotals and nested subtotals. From there, we explore one of Excel’s most exciting features – the pivot table. The course than discusses how to use Database functions and apply conditional formatting to data.


CPE Hours: 5
Price: $47.50
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Creating Dynamic and Interactive Charts (CXDCHTMC) -- Course Description:
This course walks your through how to set up Excel charts so that they update automatically as data in entered into the worksheet. So, set your charts up and as you enter data over time, your charts will dynamically update and save you time and potential errors.

 This EBook covers:
Creating Range Names in a SERIES formula
Using OFFSET and COUNTA functions for charting purposes
Discusses other COUNT functions
Shows how to create Self-Expanding Charts
Shows how to displaying the last x number of data points
Selecting a beginning and ending point for a data series
Creating and using Spinners
Linking a Chart Title to a Cell 
There are practice exercises and each exercise file has a corresponding answer file so that you can compare your results if you wish.
 


CPE Hours: 4.5
Price: $42.50
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Excel Analysis Fundamentals Value Pack (CXEAFUVP) -- This value pack is comprised of 5 separate courses. Each has its own EBook, exam and certificate. 

CPE Hours: 18.5
Price: $124.00
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Decision making Functions in Excel (CXLOG3MC) -- Course Description: 
This course overviews several Excel Logical functions, such as IF, IFs, AND, OR an and then covers other decision-making functions such as AVERAGEIF, SUMIF, SUMIFs, COUNTIFs. IFERROR and IFNA are also covered.  You will find these functions useful in your budgeting and analysis work. This eBook includes exercise files.


CPE Hours: 3
Price: $29.85
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Become an Expert at Lookup Functions (CXLOOKMC) -- Course Description:
This course provides a comprehensive examination of the Lookup and Reference category in Excel.  It covers the LOOKUP and VLOOKUP functions.  
With VLOOKUP, you will learn how to: use Wildcards; search through multiple sheets for a match; and what to do if a match is not in the first column of your table. 
The course also explores HLOOKUP. It explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP. It reviews the OFFSET function, which allows you to write calculations that automatically update as new data is added.  With the INDIRECT function, you will learn how to find data on other worksheets sheets.  . Finally, HYPERLINK is briefly discussed.
 


CPE Hours: 5
Price: $47.50
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Use Pivot Tables to Organize, Summarize and Analyze Data (CXPIVOMC) -- Course Description: 
This course will help you get out from all of that data and show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you want to know about pivot tables.
It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports
from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time.
 


CPE Hours: 5
Price: $47.50
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Excel Time Value of Money Functions for CPAs (CXTIMEMC) -- 
Course Description
This course uses practical examples to provide an overall understanding of time value of money concepts and to illustrate time value of money functions in Microsoft Excel. The course covers present and future values of both single sums and annuities as well as computing the rate, periodic payment and number of periods in accounting and financial planning scenarios. Also included is the creation of an amortization table, Excel CUMIPMT and CUMPRINC functions, capital budgeting and the use of data tables. Written for Exce lversions up to 2013, the course is intended for intermediate to advanced Excel users. This course provides step by step instruction however it does not include exercise files as the examples are simple and can be created easily. This course includes 2 functions new to version 2013


CPE Hours: 3.5
Price: $33.35
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Must Know Excel Tips Tricks and Tools for CPAs (CXTIPSMC) -- Course Description:  
This course is designed for the intermediate user of Excel 2013 and 2016 who are looking to improve their productivity and to learn some cool new Excel skills.  The course covers some basics, along with some advanced tips and tricks on selecting, navigating as well as copying and moving data efficiently. It also covers a spectrum of functions that can be used in everyday practice. Functions such as SUBTOTAL, SUMIF, SUMIFs as well as INDEX MATCH are discussed. New functions, such as AGGREGATE, IFNA, TEXTJOIN and IFS functions are covered. Comparing lists using arrays is overviewed. Pivot tables are discussed in detail. Other topics include: functions and tools for importing data into Excel, conditional formatting as well as charts. There are no associated Excel files.


CPE Hours: 5
Price: $47.50
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Excel: Audit & Analytical Uses for Filters & Tables (EAAFTMC) -- The Course is currently being offered for free. 
Course Description
This course provides a brief introduction to some the Excel 2007 features that can assist you in auditing and analyzing large volumes of data. It is an overview level course. his course provides step by step instruction and Excel practice exercises as well as answer files. 


CPE Hours: 1
Price: Free
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Working with Downloaded Text Data in Excel (EX07IDMC) -- Course Description
This is a beginning course covering the basics of Excel tools and techniques dealing with downloaded data in a text format.  It covers converting numbers formatted as text to numbers usable by Excel functions, concatenation, text to Columns and specific Excel text functions to manipulate and analyze data. For a more detailed description click here.


CPE Hours: 1.5
Price: $13.25
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Fraud Audit Techniques using Excel (EXMCFAUDIT) -- 
Course Description
This course has 1 Audit CPE Hour and 1 Computer Science CPE Hour associated with it.
 Microsoft Excel provides some easy to use tools that can greatly enhance and expedite the fraud audit process. With all detective work, you want to be able to sift through a large volume of data and utilize a tool that is adequately flexible for you to perform immediate investigations of anything questionable. Excel provides a number of different tools however we are going to focus on a couple of extremely useful ones: Auto filter, Arrays as well as a couple of extremely useful functions that include WEEKDAY and MOD. Another tool used in fraud audits that does not necessarily require Excel, but can be used in conjunction with Excel, is Benford’s Law. Benford’s law is based on an observation that in certain large data sets, certain digits appear more frequently than others. By comparing the distribution of first digits in some accounting data, this tool can assist you in determining where more investigation is necessary by helping to pinpoint where data may have been contrived through fraud.
For a detailed description of the course please click here.


CPE Hours: 2
Price: $19.99
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Must Know Excel Functions for CPAs (EXMCMKF710) -- Course Description:
This course explores functions in Excel that CPAs should use to enhance productivity and ensure accurate answers when working with data.  Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal.  Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas.  This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions. This course provides step by step instruction and Excel practice exercises.

 



CPE Hours: 6
Price: $57.00
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Excel Tools and Tips for Accountants- Video (EXMCTTAV) -- Course Description
This video walks you through and demonstrates some useful tips that will improve your productivity including: Useful keystroke shortcuts;How to efficiently select data;Some advanced copy techniques
How to navigate through and within sheets;How to use the Watch window; How to "pin" files you use all the time; How to Remove Duplicates. This video course is still considered self-study since there is no instructor so you still need to take the exam to receive your certificate. This video is for Excel 2003,2007 and 2010 however others will  still find it useful.



CPE Hours: 1
Price: $14.99
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Financial Forecasting Tools (FMCFFTEX) -- Course Description:
There is a difference between forecasting and planning.  Forecasting is much faster and involves significant uses of estimates whereas planning entails the aggregation of a much greater level of detail to support the end result and to use as a comparison to actual results.  This course will not cover planning nor a detail “build” of data.  The intent is to use overall data to create summary forecasts of financial performance so that lenders may be timely informed of covenant issues, cash and debt needs may be anticipated and other issues may be addressed on a timely basis.  There will not be supporting detail.  However, the results will be explainable to shareholders, owners, potential investors or lenders and, more importantly, will make sense from an overall standpoint.  


CPE Hours: 2.5
Price: $23.49
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Spreadsheet Auditing Strategies (VCXAUDDR) -- Course Description:
In this presentation, David demonstrates techniques in Excel 2016, but where applicable notes any differences in Excel 2013, 2010, or 2007. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes the examples he uses to demonstrate techniques during the presentation.


CPE Hours: 2
Price: $29.99
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What to Expect in Excel 2016 (VCXE16DR) -- Course Description:
In this jam-packed session, Excel expert David Ringstrom, CPA, gives you the lay of the land with regard to new features in Excel 2016. Among other things,  David covers new chart types, avoiding the pain that can arise from using XLS workbooks, and building interactive maps with just a couple of mouse clicks. Because many users skip one or two versions before upgrading, David includes features added in Excel 2013, such as the Flash Fill feature, Recommended Charts, Slicers, Quick Analysis, and much more. After this session you'll be able to work more efficiently and capitalize on new features. You'll also see how Microsoft is drawing a distinction between users that buy one-time licenses for Excel 2016 and those that subscribe via Office 365.


CPE Hours: 2
Price: $29.99
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Excel Macros for Beginners - Video - part 1 (VCXMB1DR) -- Course Description:
In this session Excel expert David Ringstrom, CPA introduces one of Excel's most powerful features. David will get you started with macros in Excel, which are a means of automating repetitive tasks. Part 1 of this series focuses primarily on the risks, opportunities, and nuances of Excel's Macro Recorder. You can use this feature to automate simple repetitive tasks. This session gives you some foundational experience with macros in Excel, which you can build upon in Part 2 of this series. David teaches from Excel 2010 in this presentation but every aspect of the material applies equally to Excel 2007, 2013, and 2016.


CPE Hours: 2
Price: $29.99
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Excel Macros for Beginners - Video - Part 2 (VCXMB2DR) -- Course Description:
David H. Ringstrom, CPA builds on the concepts in Part 1 of this series to help you go beyond Excel's Macro Recorder. David leads off with an introduction of Excel's Goal Seek feature, and then uses that feature as the basis to explain the concepts of prompting a user for information, and then handling the various actions that could cause a macro to crash. The session then covers debugging techniques for identifying and resolving problems in your code, and then closes with expanding on the accounting report macro recorded in Part 2. You'll see how to ask users yes/no questions, allow the user to select a file for a macro to process, and then offer a completion notification at the end of the macro.

David teaches from Excel 2010 in this session, but covers differences in Excel 2007, 2013, and 2016 where applicable. Excel 2003 is not addressed specifically other than onscreen notes on certain slides.

 



CPE Hours: 2
Price: $29.99
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Excel Pivot Tables for Beginners (VCXPT1DR) -- Course Description:
In this session Excel expert David H. Ringstrom, CPA, gets you up to speed on the basics of creating and using Excel pivot tables. Pivot tables allow you to instantly summarize lists of data into meaningful reports with just a few actions with your mouse. As with many aspects of Excel, pivot tables have several nuances that can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Streamlining Excel-based Financial Statements (VCXSTRDR) -- Course Description:
In this informative webcast, you’ll learn from Excel expert David H. Ringstrom, CPA, how to create dynamic accounting reports—for any month in a year—on a single worksheet. Building individual Excel worksheets for each month can be cumbersome and time consuming. To mitigate these issues, David shows you how using functions together, such as the VLOOKUP, OFFSET, and SUMIF functions, allows you to quickly create accounting reports that toggle to any reporting period with just a couple of mouse clicks. David also demonstrates ways to effectively export data from an accounting package to create a “set-and-forget” link to your data in Excel.




CPE Hours: 2
Price: $29.99
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Implementing Excel's Table Feature (VCXTBLDR) -- 

Course Description:
In this wide-ranging session, Excel expert David Ringstrom, CPA delves into the Table feature. This feature offers a startling number of automation and data integrity opportunities. You'll see how to take your spreadsheet skills to the next level by eliminating repetitive maintenance tasks, and will rest assured as formulas rewrite themselves to accommodate additional data being added to a worksheet.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Computer Science-Other
OneNote- A Digital Notebook for CPAs (CO1NOTMC) -- Course Description:

OneNote allows you to take digital notes that are typed, handwritten, copies of Microsoft Office files or copies from the web and organize this material using a notebook.  This course provides an overview of OneNote and many of its features including the ability to create notebooks, sections and pages, navigate between sections, pages and other notebooks, create typed and handwritten notes, copy information from the internet, insert files and file printouts, as well as format sections and pages and search notebooks for key words.  Other features of OneNote such as the ability to create Quick Notes, share notebooks and password protect notebook sections are also covered.

Because of the ease of organizing notes, the myriad types of information that may be stored and the ability to search and share notebooks, OneNote is a great organizational tool for CPAs.  



CPE Hours: 1
Price: $9.75
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Optimizing Search Results with Google (COSRCHMC) -- Course Description:
Google is a well-known and often used tool to search for information. Many don’t know that there are certain search operators and tools embedded in Google search that may be used to find desired information quicker and easier. This course reviews basic, intermediate and advanced search operators and techniques as well as other useful Google tools that are available. Your new search skills are tested throughout the course with 10 short case study questions.


CPE Hours: 1
Price: $9.75
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ECommerce Application and Technology (CXECOMDP) -- Course Description: 
This course covers all aspects of electronic commerce: the Internet, Intranet, Extranet, advertising and marketing, Web 2.0, XML, etc. It helps managers implement electronic commerce in their organization.  It also addresses steps to move business online, e-commerce strategies, and the concerns of business managers such as security concerns.




CPE Hours: 7
Price: $66.50
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Computer Software & Applications
Creating Custom Financial Statements using Excel (CXCFSTMC) -- Course Description:
Most general ledger packages do a great job of aggregating journal entries and creating a trial balance. Where many fall short is in the presentation of financial information in the form of financial statements. Many have default financial statements that conform to the presentation needs of a manufacturing entity or a wholesaler, but are not very flexible beyond that. If they do provide for customizable financial statement formats, it can be a difficult and time consuming process. The good news is that using Excel to prepare custom financial statements from a trail balance is a relatively easy and straightforward process. If the general ledger account numbers already have financial statement mapping embedded in them, the process is a few simple steps. If the general ledger account numbers do not indicate the appropriate financial statement line item, there is one intermediate step that provides a map to the financial statement from the trial balance. Using the techniques in this course, you can create custom financial statements in any form or format that is necessary using Excel.


CPE Hours: 2
Price: $19.99
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Creating Custom Functions in Excel (EXMCCCFX) -- Course Description:
This course covers how to create a custom function (sometimes called a user-defined function) in Excel. A custom function is a calculation that the user creates and can then name and store and recall it when it is needed. In this course we will be using the Visual Basic Editor and using a couple of VBA keywords; however this is NOT a VBA or programming course. You will create a couple of different custom functions and then see how to create an ADD-IN file so that these calculations can be used in all your workbooks.


CPE Hours: 2.5
Price: $23.49
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Excel Spreadsheet Internal Control Strategies -Video (VCXCTLDR) -- Course Description:
In this beneficial presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement Excel’s internal control features within your spreadsheets. He explains how several Excel features—Data Validation, Conditional Formatting, and hide and protect features—can be used to control users’ actions and protect your worksheets and workbooks from unauthorized changes. In addition, David explains the benefits of the VLOOKUP, SUMIF, and CELL functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
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Error Proofing Excel Spreadsheets (VCXERRDR) -- Course Description: 
In this on-demand webcast, Excel expert David Ringstrom, CPA, covers a variety of techniques and tricks to help you create and maintain error-free spreadsheets. David demonstrates how to implement Excel features and functions, such as hide and protect features, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others. In addition, he explains how to preserve key formulas, perform dual lookups, audit the spreadsheets created by others, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
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Decision Making with Logic Functions (VCXLGCDR) -- Course Description:
Excel expert David Ringstrom, CPA, begins this comprehensive on-demand webcast with a brief discussion of the IF function and then goes beyond the basics. He explains what can go awry with the IF function and ways to improve the integrity of your decision-making formulas. David shares alternatives to the IF function, including IFNA, MINIFS, SUMPRODUCT, and others. David’s assertion is that if you’re nesting more than a couple of IF functions, there’s probably a more refined and resilient approach you can take.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Building Interactive Spreadsheets (VCXLINDR) -- Course Description:
In this presentation, Excel expert David Ringstrom, CPA, explains how to create interactive forms within Microsoft Excel. Techniques discussed include Data Validation, Form Controls, and ActiveX Controls. In short, you'll learn how to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Linked Worksheets - What You Need to Know (VCXLNKDR) -- Course Description:
Excel expert David Ringstrom, CPA, discusses the pros and cons of workbook links and walks you through the nuances of creating and working with them. Workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. In his presentation, David also covers how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Leveraging Lookup Formulas in Excel (VCXLOODR) -- Course Description:
In this presentation Excel expert David Ringstrom, CPA, introduces you the concept of lookup functions in Excel. The discussion primarily centers around Excel's VLOOKUP function, but also includes troubleshooting techniques. David brings your attention to the IFERROR function, Data Validation, contrasting exact and approximate matches, and also includes VLOOUKP alternatives MIN and MAX for looking up the smallest or largest value within a range of cells. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.


CPE Hours: 2
Price: $29.99
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Payroll Data and Excel (VCXLPRDR) -- 

Course Description:
If you’re a payroll professional, you might not be aware of the many features and functions Excel offers that can improve the accuracy and efficiency of payroll production. In this valuable course, Excel expert David Ringstrom, CPA, demonstrates and explains: mathematics for employee timesheets, date and time formatting and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, and using pivot tables for HR reporting and analysis tasks.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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A Summary of Ways to Sum in Excel (VCXLSUDR) -- 

Course Description:
Excel expert David Ringstrom, CPA, turns his focus on a variety of ways to sum data in Microsoft Excel. Go far beyond the SUM function with alternatives like SUBTOTAL and AGGREGATE. Multiply and add simultaneously with SUMPRODUCT, and add values based on criteria with SUMIF and SUMIFS. You'll learn the pros, cons, and limitations of each type of worksheet function as well as suggested uses for each.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Over and Above Excel's Lookup Function (VCXLUPDR) -- Course Description:
Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions. Most spreadsheet users first learn about VLOOKUP in Excel, so the presentation begins with a brief introduction, and then a comparison of VLOOKUP to the HLOOKUP and LOOKUP functions. He then works through troubleshooting common frustrations with VLOOKUP, such as #N/A and #REF! errors. You'll see how to future-proof VLOOKUP with Data Validation and the Table feature, as well as learn about alternatives such as MATCH/INDEX, CHOOSE, SUMIF, and SUMIFS.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
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Introduction to What-IF Analysis Tools in Excel (VCXLWHDR) -- Course Description:
In this beneficial on-demand webcast presented by Excel expert David Ringstrom, CPA, you’ll discover Excel’s powerful What-If Analysis tools. David shows you how and when to make use of Excel’s Scenario Manager, how to use the Data Table feature to compare calculation results based on two or three inputs, how Excel’s Goal Seek feature empowers you to perform basic what-if analyses, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 

 

 



CPE Hours: 2
Price: $29.99
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Excel Macros for Beginners - Video - Part 3 (VCXMB3DR) -- 

Course Description:
In the third presentation of the series on Excel macros, you’ll learn how to expand your ability to write programming code. Excel expert David Ringstrom shows you how to create a macro that can reset workbooks that have skewed scrollbars, as well as a second macro that can be used to instantly unhide all worksheets in a workbook at once. David goes deeper into making decisions in programming code by comparing If and Select Case statements. He also contrasts three ways of creating loops in Excel: For Each, Do While, and Do Until. In addition, David explains how to troubleshoot problematic loops in Excel, which in certain instances can cause Excel to crash.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
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Excel Macros for Beginners – Part 4 -Video (VCXMB4DR) -- 

Course Description:
In Part 4 of his series on macros, expert David Ringstrom introduces the concept of UserForms in Excel. Step-by-step, David walks you through the process of creating custom dialog boxes that can add interactivity in Excel and better manage a user’s actions. He then builds a custom printing interface that he dubbed “Plug and Print,” which allows you to pick and choose the worksheets to print from any workbook. The presentation also teaches you how to create a basic UserForm for prompting users to input data, including all the required fields. Finally, you’ll see how to move module sheets and UserForms between workbooks, as well as how to remove them from workbooks when they’re no longer needed.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 




CPE Hours: 2
Price: $29.99
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Advanced Pivot Table Techniques (VCXPT3DR) -- 

Course Description:
Excel expert David Ringstrom, CPA, shows you step-by-step how to push the boundaries of pivot tables and add even more interactivity to them by grouping data in various ways. In this comprehensive course, David explains how to easily extract data from Microsoft Access, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, reap the benefits of Excel’s Slicer feature, sort data in any order you desire, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Employing Database Techniques in Excel (VCXSQLDR) -- 

Course Description:
Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this informative course, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. David shares techniques for working with your data in a variety of ways, such as using worksheet functions to summarize data, querying text files and databases from within Excel, creating self-updating links to databases and other data sources, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Ethics- Regulatory Review
North Carolina Professional Ethics (ENCAR8MC) -- Course Description:
This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for North Carolina CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents of the North Carolina Administrative Code, Title 21, Subchapter 08N – Professional Ethics and Conduct, are covered. The AICPA Code of Professional Conduct is also covered. Case studies are utilized to emphasize material.


CPE Hours: 2
Price: $19.99
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Ethics-Regulatory Review
Ethics and Professional Conduct for Arizona CPAs (EAZ819MC) -- Course Description:
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Arizona CPAs. The course covers the Arizona Revised Statutes Title 32, Chapter 6 and the sections of the Arizona Administrative Code which govern the Arizona State Board of Accountancy. The course then addresses the key features of the AICPA's Code of Professional Conduct. 


CPE Hours: 4
Price: $39.00
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Professional Ethics for Vermont (EVTMC) -- Course Description: 
This 4-hour course is intended to provide the Vermont CPA with training in the ethical requirements of the profession.  It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.  Administrative Rules of the Vermont Board of Public Accountancy related to ethics are covered in detail.  The AICPA Code of Professional Conduct is also covered in detail.  Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 4
Price: $39.00
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Finance
Budgeting for Profit Planning and Control (FIBPPCDP) -- Course Description:
The course is intended for business professionals engaged in budgeting, financial planning, forecasting, profit planning, and control. A budget is the formal expression of plans, goals, and objectives of management that covers all aspects of operations for a designated time period. The budget is a tool providing targets and direction. Budgets provide control over the immediate environment, help to master the financial aspects of the job and department, and solve problems before they occur. Budgets focus on the importance of evaluating alternative actions before decisions are actually implemented. This course explains what budgets are, how they work, how to prepare and present them, and how to analyze budget figures and results. The new development and use of budgets such as rolling budgets at various managerial levels within a business are illustrated, along with active financial planning software and e-budgeting that combine budgeting, forecasting analytics, business intelligence, and collaboration.


CPE Hours: 11
Price: $101.75
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Digital Assets and Estate Planning (FIDASSMC) -- Course Description:
This course discusses why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions.


CPE Hours: 1
Price: $9.75
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Derivatives and Hedging (FIDERHMW) -- Course Description:
A derivative is a financial product that derives its value based on an underlying asset, liability or other variable (such as an interest rate, foreign currency or commodity price). Derivatives have become very popular tools for “hedging” (i.e. reducing) financial risk; they have also become an increasingly standard item on big companies' balance sheets. Yet understanding how they work, what they are used for and how they can affect the bottom line of a business has proven to be a significant challenge for the accounting and auditing industries.

This course provides an “accountant-friendly” overview of financial risk management and derivative instruments. This overview focuses on the various types of risk that impact financial markets today, as well as the four major categories of derivatives commonly used to hedge these risks (i.e. forwards, futures, swaps and options). 
 


CPE Hours: 8
Price: $76.00
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Economic Indicators (FIECONMW) -- Course Description:

This course provides an introductory overview of the world’s most prevalent economic indicators, including those related to unemployment, consumer sentiment and confidence, inflation, productivity, housing, manufacturing, and international trade. This course reviews the impact that changes in these indicators have on the financial markets and monetary policy.



CPE Hours: 11.5
Price: $105.25
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Managing and Improving Your Cash Flow (FIFLOWDP) -- Course Description:
Cash is the lifeblood of a business. Sound cash management is the key to the survival of any business. You can go broke even while making a profit. Profit is measured on an accrual basis in accounting. This course alerts you to the difference between profit and cash flow and teaches you the tools and techniques that allow you to effectively increase and manage your cash flow.


CPE Hours: 6
Price: $57.00
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Financial Markets: A Comprehensive Overview (FIFMKTMW) -- Course Description: 
This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets. This course reviews the various types of financial risk that impact these markets, as well as the economic variables that influence market activity (such as interest rates and monetary policy).


CPE Hours: 20
Price: $170.00
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Accountant's Guide to Financial Management (FIMGMTDP) -- Course Description:
This course is designed for accountants who must have financial knowledge but has not had formal training in finance. Topics include: The Sarbanes-Oxley Act financial reporting requirements, uses and analysis of financial statements, financial forecasting and cash budgeting, risk and return, valuation of stocks and bonds, time value of money, investing and financing, leverage, optimal capital structure, portfolio selection, management of financial resources, and international finance. The goals of the course are fourfold:

1. It provides an understanding and working knowledge of the fundamentals of financial decision making and strategy that can be put to practical application in day-to-day jobs of accountants and managers. 2. It also concentrates on providing a working vocabulary for communication.
3. It uses examples and illustrations, with emphasis on the practical application of financial concepts, tools, and methodology.
4. It also includes checklists, guidelines, rules of thumb, diagrams, graphs, and tables to aid your comprehension of the subjects discussed.



CPE Hours: 15
Price: $135.00
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The Interpretation of Financial Statements (FINIFSSB) -- Course Description:
Financial statements are designed to show the performance, financial condition, and cash flows of a business. The Interpretation of Financial Statements course reveals how to convert these statements into an open book that can be explored in depth, giving crucial insights to investors, lenders, and creditors. The course does so by describing the structure of the financial statements, noting a number of tools for extracting information from the statements, and providing a wealth of additional insights into the reasons for the presence of or changes in certain numbers within the statements. In short, this course contains the complete set of tools for breaking down and examining a set of financial statements.


CPE Hours: 11
Price: $101.75
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Valuations: Businesses, Securities and Real Estate (FIVALUDP) -- 

Course Description: This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return.  The value of a bond is essentially the present value of all future interest and principal payments.  Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors.  Real estate valuation involved several rule-of-thumb valuation methods.



CPE Hours: 3
Price: $29.85
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Fraud
Fraud Overview for Accountants and Auditors (aacsffoaa) -- Course Description:
The course addresses various issues related to fraud. In particular, accountants and auditors need to be aware of the types of fraud that clients and employees may be committing, especially in light of myriad lawsuits against auditors and accountants. Topics include a review of the results of the fraud Report to the Nation, types of fraud, auditor’s role in addressing fraud, and the accountant’s responsibility for fraud in a compilation and review engagement. The course also discusses miscellaneous fraud-related issues including whistle blowing, anti-fraud measures, considering an entity’s fraud scorecard, and more.


CPE Hours: 4
Price: $39.00
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Fraud Detection Tools (ACCMCFDT) -- Course Description:
Two tools for fraud detection are discussed in this course; Benford’s Law and the Beneish M Score. Benford’s Law predicts the probability of the distribution of first digits in a set of accounting numbers. For the first digit, one is the most likely occurrence, followed by two, etc. In a large population of accounting transactions, by comparing the actual occurrence of first digits in accounting numbers to the Benford distribution, areas of concern are highlighted for further analysis and evaluation. The Beneish M Score quantifies the possibility of financial manipulation occurring in financial statements. If the M Score is greater than (or less negative than) -2.22, it is likely that there is some manipulation of the financial results. Both of these are powerful tools in the detection of fraud. Benford’s Law assists in the detection of transactional fraud while the Beneish M Score assists in the detection of fraud in financial reporting.


CPE Hours: 2
Price: $19.99
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Accounting Fraud - Recent Case Studies (AUCASEMC) -- Course Description:
This course uses cases of three recent accounting frauds to demonstrate the importance of internal controls, management oversight by the board of directors and an organizational emphasis on ethics in the prevention of fraud. It also examines the CPA auditor’s responsibility for internal controls and the prevention and detection of fraud as part of its work. The case studies utilized relate to Koss Corporation, Fair Finance Company and Diamond Foods.


CPE Hours: 1
Price: $9.75
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Crossing the Line - Case Studies (AUCROSMC) -- Course Description:
This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX. Dewey & LeBouef was a high-profile law firm that, at its peak, had over 3,000 employees and over 1,400 lawyers. It is alleged that personnel at Dewey & LeBouef made inappropriate financial adjustments starting in 2008 to meet its bank lending covenants and planned to conceal these adjustments from its “clueless auditor”. Dewey & LeBouef declared bankruptcy in 2012. ContinuityX was an internet services reseller that, according to an SEC complaint, fabricated 99% of its revenue. It was audited by a firm that was fined and disciplined by the SEC and the partner responsible for the audit was also fined and permanently suspended from practicing before the SEC. ContinuityX declared bankruptcy in 2013. Both cases involve financial statement fraud, auditor deception and some lessons to be learned.


CPE Hours: 1
Price: $9.75
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Social Engineering Fraud Schemes (AUCYBRMC) -- Course Description: 
Simple fraud schemes that use social engineering techniques are gaining popularity in the United States.  These schemes rely on trickery to persuade an unsuspecting employee to divert cash or sensitive information to the fraudster.  This course examines techniques being employed such as email spoofing, phishing and vishing using actual recent cases and discusses techniques to minimize the possibility of this type of fraud in your organization. 


CPE Hours: 1
Price: $9.75
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Internal Control and Fraud Detection (AUICFDDP) -- Course Description:
The introduction of Sarbanes-Oxley (SOX) Act law fueled rapid growth in the organizational importance of internal control systems. Appropriate interpretation and implementation of the internal control framework is vital for every organization. This course incorporates and reflects up-to-date guidance from the PCAOB, the AICPA, the ACFE, and the principles of 2013 COSO Framework. The course not only addresses the theoretical concept of the internal control systems but also provides readers with the practical guidance they need to assume a role in the design, implementation, maintenance and evaluation of a comprehensive framework of internal controls for their organizations. 

It explains the differences between forensic accounting and auditing. It also includes the ACFE Fraud Prevention Checkup to help organizations identify major gaps and fix them before it is too late. This course includes an illustration of potential internal controls weaknesses involving accounting and financial reporting cycles, along with examples of compensating controls. It provides sample audit programs of key processes.  It also incorporates appendixes including: an example of management internal control report, a SOX Section 404 management compliance checklist, financial reporting controls and information systems checklist for each key cycle (e.g. revenue, inventory, financing), and a computer applications checklist. 



CPE Hours: 8
Price: $76.00
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Fraud in the Workplace- An Overview (AUWORKCD) -- Course Description:
After discussing the background of employee fraud, this course will address some of the most common types of asset misappropriation. The frauds will be presented in the following order. Current Assets, Cash,Accounts Receivable Merchandise Inventory, Property, Plant & Equipment, Intangible Assets. Each fraudulent activity covered will include some or all of the following subsections: Description, • Hypothetical example,Prevention and detection methods,Cases-in-Point and Summary.


CPE Hours: 1.5
Price: $13.25
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Fraud Audit Techniques using Excel (EXMCFAUDIT) -- 
Course Description
This course has 1 Audit CPE Hour and 1 Computer Science CPE Hour associated with it.
 Microsoft Excel provides some easy to use tools that can greatly enhance and expedite the fraud audit process. With all detective work, you want to be able to sift through a large volume of data and utilize a tool that is adequately flexible for you to perform immediate investigations of anything questionable. Excel provides a number of different tools however we are going to focus on a couple of extremely useful ones: Auto filter, Arrays as well as a couple of extremely useful functions that include WEEKDAY and MOD. Another tool used in fraud audits that does not necessarily require Excel, but can be used in conjunction with Excel, is Benford’s Law. Benford’s law is based on an observation that in certain large data sets, certain digits appear more frequently than others. By comparing the distribution of first digits in some accounting data, this tool can assist you in determining where more investigation is necessary by helping to pinpoint where data may have been contrived through fraud.
For a detailed description of the course please click here.


CPE Hours: 2
Price: $19.99
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Emerging Payment Frauds & How to Deal with Them (MGCYBRMS) -- Course Description:
Technology is making a huge impact on every facet of the business world. The expense reporting function is no exception. It is making it easier for employees to play games but at the same time it provides companies the tools they need to identify that game playing without spending a fortune. This course takes a deep dive into the developing expense reporting issues and reveals the way savvy companies can effectively deal with them.  The issues evaluated in this course are critical to those who want to run a cost-effective, efficient, fraud-resistant expense reimbursement function. 


CPE Hours: 1
Price: $9.75
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Koss Corporation -A Case Study in Fraud -Video (VAUKOSMC) -- Course Description:
Koss Corporation –This case study examines a $34 million embezzlement that grew over the span of 10 years at a small public company with revenues of approximately $40 million.  It is the story of a shopaholic VP of Finance, ineffective internal controls, collusion to conceal a massive theft, and lots and lots of luxury item purchases.  The embezzlement and the related financial statement fraud to conceal it, the internal controls (or lack of them), the role of Sarbanes-Oxley and the audit firm are all discussed.


CPE Hours: 1
Price: $14.99
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Information Technology
Accountant's Guide to Computers and Information Technology (ITCGITDP) -- Course Description: 
The course covers what every accountant should know about computers and information systems and technology. The practical and efficient use of computer technology is highlighted. Popular accounting, compliance, taxes, audit, software packages are discussed, along with trends in the computer market.  The importance of information system and data protection, data bases, client/server computing, and cloud computing are discussed, with an emphasis on security issues. The course also teaches you how to make lease-rent-purchase decisions and analyze and evaluate information technology (IT) investments.



CPE Hours: 6
Price: $57.00
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Computer Security Basics for CPAs (ITCSECMC) -- Course Description: 
In many cases, network intrusions, loss of data or even loss of funds is due to a failure to follow simple security basics.  This course overviews some effective, common-sense techniques to secure your computer or network and associated data that are both low-cost and low-tech solutions.  Tips on detecting social engineering emails and employee education to prevent loss of data and funds to social engineers is also discussed.  


CPE Hours: 1
Price: $9.75
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Computer Security (ITSECUDP) -- Course Description:
The course is intended primarily to help business executives and information systems/computer professionals protect the computer and the data from a wide variety of threats.  Security concerns have heightened in the recent years.  Weak computer security and lack of internal controls increases an organization's vulnerability. The major steps in understanding and managing computer security are discussed in this course.  The course helps business executives identify resources in their organizations that need to be protected.


CPE Hours: 9
Price: $85.50
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Management
Emerging Payment Frauds & How to Deal with Them (MGCYBRMS) -- Course Description:
Technology is making a huge impact on every facet of the business world. The expense reporting function is no exception. It is making it easier for employees to play games but at the same time it provides companies the tools they need to identify that game playing without spending a fortune. This course takes a deep dive into the developing expense reporting issues and reveals the way savvy companies can effectively deal with them.  The issues evaluated in this course are critical to those who want to run a cost-effective, efficient, fraud-resistant expense reimbursement function. 


CPE Hours: 1
Price: $9.75
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Basics of Business Problem Solving for CPAs (MSPROBMC) -- Course Description:
A CPA can be very valuable in one of the biggest challenges of any business; business problem solving. Business problems can range from how to increase revenue and margin to how to most efficiently distribute product over a diverse geographic area. A process for solving business problems is introduced in this course. This 5-step process will be appropriate for most, if not all, business problems encountered by a CPA.

The focus of the course is the problem-solving process. Case studies are used to reinforce material.


CPE Hours: 1
Price: $9.75
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Personal Development
Interim CFO Services: Adding Value (PDICFOMC) -- Course Description:
Acting in the interim CFO capacity can be an excellent market niche and an opportunity for the CPA to expand his or her practice offerings.  If you or your firm are successful in obtaining an interim CFO assignment, there are some unique opportunities for which you should be prepared.  Offering value-added advice and solutions results in higher levels of customer satisfaction.  This course provides insight and suggestions on how to approach the interim CFO role with steps that will likely result in the ability to add value to the client’s business during the short-term assignment.  


CPE Hours: 1
Price: $9.75
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The Introverted CPA - Strategies for Success (PDINTRMC) -- Course Description:
Written by a CPA, this course discusses introverted traits in social settings and work environments. The advantage that introverts have in the workplace is covered along with strategies to overcome certain disadvantages the introvert may face in social and work settings. Short anecdotes from the author’s experience and a case study are used to reinforce concepts.


CPE Hours: 1
Price: $9.75
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Personnel/Human Resources
Modern Supervision (HRSUPVDP) -- Course Description:
This course is especially designed to teach you the essential knowledge of supervision and the key role that the supervisor plays in today’s organizations. In most organizations it is recognized that the supervisory job is demanding and exacting. Success or failure of the entire organization is often conditioned by the competency at the supervisory level. This course attempts to present and discuss those things that are essential to being a successful supervisor. It is designed to meet the special needs of a person aspiring to a supervisory job, and the practicing supervisor. The course is applicable to all types of supervisory jobs whether in manufacturing, service, or not-for-profit organizations. For the potential supervisor the course affords a concise but complete presentation and acquaintance with the many problems that will be confronted. For the experienced supervisor the material provides an overall review, a broadening of supervisory horizons, and a kindling of new and fresh thinking in the supervisory area.


CPE Hours: 10.5
Price: $99.75
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Regulatory Ethics
Professional Ethics for New York CPAs (E18NYSMC) -- Course Description:
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for New York CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. Board of Regents Rules found in Title 8 of the New York Codes, Rules & Regulations, Chapter 1, Part 29.1 and 29.10 are covered in detail in the course. Certain administrative rules found in Title 8, Chapter 2, Part 70 and Title 8 of the New York Code, Article 149, Sections 7400-7410 are reviewed. The AICPA Code of Professional Conduct, as adopted by the New York State CPA Society is also covered in detail. Case studies are utilized throughout the course to emphasize material.


CPE Hours: 4
Price: $39.00
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Ethics for Accountants (EAGENEDP) -- Course Description:
This is an ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Finally, a brief discussion of the AICPA’s Standards for Tax Service and the IMA’s Statement of Ethical Professional Practice are included.


CPE Hours: 4
Price: $39.00
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Professional Ethics and Code of Conduct for CPAs (EAICPAMC) -- Course Description:  
This course is based upon the reformatted AICPA Code of Professional Conduct and covers the conceptual framework utilized in the reformatted code as well as the rules and interpretations applicable to CPAs in public practice, business and those defined as “other”, which would include retirees and those between jobs.  The entire Code of Professional Conduct is covered in the course and case studies are used to reinforce concepts.  


CPE Hours: 2
Price: $19.99
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Professional Ethics for Arkansas CPAs (EARMC) -- Course Description: 
This 3-hour course is designed to meet a portion of the 4-hour ethics and professional conduct CPE requirement for Arkansas CPAs.  It does not address the 1-hour CPE requirement that relates to Arkansas State Board of Accountancy specific laws and rules which must be completed from the board’s website, or by attending group training taught by a board member, board staff member or designee of the board.  The course provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.  The AICPA Code of Professional Conduct is also covered in detail.  Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 3
Price: $29.85
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Ethics and Professional Conduct for California CPAs (ECAL18MC) -- Course Description:
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for California CPAs. It focuses on case studies applying the spirit and intent of the California State Board of Public Accountancy Rules of Professional Conduct and emphasizes ethical judgment and the ethical standards of the profession. It also overviews the AICPA Code of Conduct.


CPE Hours: 4
Price: $39.00
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Professional Ethics for Colorado CPAs (ECOLO4MC) -- Course Description: 
This course is designed to meet the four (4) hour ethics CPE requirement for Colorado CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.  The applicable rules and regulations promulgated by the Colorado State Board of Public Accountancy found in 3 CCR -705-1 Chapter 9 Rules of Professional Conduct are covered in detail.  The AICPA Code of Professional Conduct is also covered in detail.  Case studies are utilized throughout the course to emphasize material. This course does NOT meet the 2 hour CR&R requirement. For the CR&R course, look under Regulatory Review



CPE Hours: 4
Price: $39.00
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Ethical Requirements of Tax Practitioners under Circular 230 (EEA230MC) -- Course Description:
To ensure that tax professionals understand their ethical responsibilities in representing clients before the IRS and in preparing their tax returns, the IRS has published Treasury Department Circular No. 230. This circular governs who may be a practitioner as well as the duties and restrictions imposed upon them, sanctions and disciplinary actions. This course reviews the requirements imposed by Circular 230 in detail and includes other explanatory information published by the Internal Revenue Service. Case studies are used to reinforce the material.
This course is for Enrolled Agents. CPAs should not take this course for Ethics credit.


CPE Hours: 2
Price: $19.99
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Ethical Conduct for Florida CPAS (EFLA20MC) -- Course Description:
This 4-hour course is designed to meet the 4-hour Ethics CPE requirement for Florida CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. Chapters 455 and 473 of the Florida Statutes and the related administrative rules found in section 61H1 of the Florida Administrative Code are reviewed along with the AICPA Code of Professional Conduct. Case studies are utilized throughout the course to emphasize material.
Passing grade is 80%. You can retake the exam if necessary..


CPE Hours: 4
Price: $39.00
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General Ethics for CPAs (EGEN18MC) -- Course Description: 
This course provides an overview of ethical thought as well as the core values of the CPA profession and the application of these values to ethical reasoning.  The AICPA Code of Professional Conduct is used as a basis for ethical conduct for CPAs and case studies are used to reinforce concepts.  Additionally, the ethical requirements of CPA tax practitioners under Treasury Department Circular No. 230 are also covered in the course materials.  


CPE Hours: 4
Price: $39.00
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Ethics for CPAs: Hawaii (EHIDF) -- Course Description: 
Ethics for CPAs: Hawaii covers current issues and special topics in ethics in the accounting profession and the current AICPA Code of Professional Conduct (with examples and case studies). The Hawaii Accountancy Rules of Conduct are included in the Appendix, with cross references to the AICPA Code.


CPE Hours: 4
Price: $39.00
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Professional Ethics for Iowa CPAs (EIAMC) -- Course Description: 
This 4-hour course is designed to meet the 4-hour ethics and professional conduct CPE requirement for Iowa CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.  Section 193A of the Iowa Administrative Code, Chapter 13 – Rules of Professional Ethics and Conduct is covered in detail.  The AICPA Code of Professional Conduct is also covered in detail.  Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 4
Price: $39.00
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Ethics for Idaho (EIDAHODP) -- Course Description:
This is an ethics course for Idaho CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations.

Chapter 3 covers Idaho State Accountancy Rules. 



CPE Hours: 4
Price: $39.00
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Ethics for Idaho CPAs (EIDAHOMC) -- Course Description
This 4-hour course is designed to meet the 4-hour ethics CPE requirement for Idaho CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. Rules of professional conduct and other rules of the Idaho Administrative Code, IDAPA 01 (Rules of the Idaho Board of Accountancy) and selected statutes from the Idaho Statutes, Title 54, Chapter 2 (the Idaho Accountancy Act), are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 4
Price: $39.00
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Professional Ethics for Illinois CPAs (EILL18MC) -- Course Description:
This 4-hour course is designed to meet the 4-hour Ethics
 CPE requirement for Illinois CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.  The Illinois statutes and rules regarding continuing professional education and peer review as well as the AICPA Code of Professional Conduct are covered in detail.  Case studies are utilized throughout the course to emphasize material.


CPE Hours: 4
Price: $39.00
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Ethics for Indiana (EIND18MC) -- Course Description:
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Indiana CPAs. It provides an overview of ethical thought along with the core values of the profession and the application of these values to ethical reasoning. The course addresses the key features of the AICPA's Code of Professional Conduct. It also covers standards of professional conduct and business practices adhered to by Indiana CPAs in order to enhance their profession and maximize fairness and justice when dealing with the public, clients and other members of their profession. This is covered by a review of Indiana statutes and Indiana Administrative Code as they relate to CPAs. Case studies and examples are utilized throughout the course to emphasize material.


CPE Hours: 4
Price: $39.00
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Professional Ethics for Kentucky CPAs (EKYPC8MC) -- Course Description:
This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Kentucky CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The contents of Kentucky Administrative Regulations, Title 201, Chapter 1, Part 300 – Rules of professional conduct, are covered. The AICPA Code of Professional Conduct is covered in detail. Case studies and example situations are utilized to emphasize material.


CPE Hours: 2
Price: $19.99
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Ethics for Accountants: Louisiana 2018 (ELOUISDF) -- Course Description:
This course meets the ethics CPE requirement for CPAs in Louisiana for 2018. It covers current issues and special topics in ethics in the accounting profession, recently revised Louisiana Statutes, and rules of professional conduct. The professional conduct section covers the current AICPA Code of Professional Conduct and includes applicable Louisiana State Board of CPAs Rules. Examples, case studies, and comparisons between the Louisiana, AICPA, PCAOB, SEC, and GAO rules are included.


CPE Hours: 3
Price: $29.85
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Professional Ethics for Massachusetts CPAs (EMASS8MC) -- Course Description:
This 4-hour course is designed to meet the 4-hour professional ethics CPE requirement for Massachusetts CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. The applicable rules promulgated by the Massachusetts Board of Public Accountancy found in 252 CMR 2.00 and 252 CMR 3.00: Code of Ethics and Rules of Professional Conduct are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize material.


CPE Hours: 4
Price: $39.00
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Madoff: A Case Study in the AICPA Code of Conduct (EMCMAD15) -- Course Description:
 Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor funds, thus providing the impression of actual investment returns. The extent of the losses related to Madoff’s Ponzi scheme have been estimated at $50 – $65 billion. Many are astounded to hear that Bernard Madoff Investment Securities LLC was audited by a CPA. Unfortunately, Madoff’s CPA apparently did not subscribe to the AICPA Code of Conduct as most of the rules contained in the code were ignored. What follows is a case study examining the conduct of Friehling & Horowitz CPA’s P.C., the CPA firm that audited Bernard Madoff Investment Securities LLC, within the context of the AICPA Code of Professional Conduct.


CPE Hours: 2
Price: $19.99
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Ethics for CPAs in Business (EMCPABUS) -- Course Description:
This course provides an overview of ethical thought as well as the core values of the CPA in business and the application of these values to ethical reasoning. The reformatted AICPA Code of Professional Conduct which is effective December 15, 2014 (The Conceptual Framework is effective December 15, 2015) is used as a basis for ethical conduct for CPAs in business and case studies are used to reinforce concepts


CPE Hours: 2
Price: $19.99
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Ethics & Professional Conduct for Texas CPAs (EMCTX19) -- Course Description:
This course was accepted by the Texas State Board of Accountancy.  To verify please click on the link below and go to page 19. http://www.tsbpa.state.tx.us/pdffiles/l0015.pdf. It is under the Sponsor Name CFO Resources dba CPASelfstudy.com

Every licensee must take a four-hour ethics course on the Board’s Rules of Professional Conduct every two years. This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Texas CPAs.  It focuses on case studies applying the spirit and intent of the Texas State Board of Public Accountancy Rules of Professional Conduct and emphasizes ethical judgment and the ethical standards of the profession. 



CPE Hours: 4
Price: $39.00
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Ethics for Michigan (EMICH8MC) -- Course Description:
This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Michigan CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The AICPA Code of Professional Conduct is covered in detail. Case studies are utilized throughout the course to emphasize material.


CPE Hours: 2
Price: $19.99
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Ethics for CPAs: Mississippi (EMISSDF) -- Course Description: 
This course is designed to meet the four-hour ethics CPE requirement (reporting period July 1, 2016 through June 30, 2019) for CPAs practicing in the state of Mississippi. It covers the Mississippi Board Rules and Regulations: Chapter One, Restrictions on Use of the Title Certified Public Accountant; Chapter Two, License Registration and Renewal; Chapter Three, CPA Firm Permits-General Requirements; and Chapter Six, Professional Conduct. The AICPA Code of Professional Conduct Principles and Rules are also covered in the Professional Conduct section, with comparisons made between AICPA Rules and the corresponding Mississippi Board Rules. The Mississippi Statutes and portions of the Board’s Rules not covered in the course are included in the Appendix. 


CPE Hours: 4
Price: $39.00
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Professional Ethics for Missouri CPAs (EMOMC) -- Course Description: 
This 6-hour course is designed to meet the 6-hour professional ethics CPE requirement for Missouri CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.  Selected statutes of the Missouri Accountancy Act and applicable rules promulgated under the Missouri State Board of Accountancy Regulations found in Title 20, Division 2010, Chapters 2 - 5 of the Missouri Code of State Regulations are covered in detail.  The AICPA Code of Professional Conduct is also covered in detail.  Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 6
Price: $57.00
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Ethics for North Carolina (ENCAR8DP) -- Course Description: 
This is an ethics course for North Carolina covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. The AICPA Code of Professional Conduct and the North Carolina Administrative Code are reviewed.


CPE Hours: 2
Price: $19.99
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Professional Ethics for Nebraska CPAs (ENEBR8MC) -- Course Description:
This 4-hour course is intended to provide the Nebraska CPA with training in the ethical requirements of the profession. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. Regulations of the Nebraska Board of Public Accountancy related to ethics are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 4
Price: $39.00
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Professional Ethics for New Hampshire CPAs (ENEWHAMC) -- Course Description:
This 4-hour course is designed to meet the 4-hour ethics CPE requirement for New Hampshire CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning.  New Hampshire Board rules from Chapter Ac 500 and selected rules from Chapter Ac 400 are covered in detail.  The AICPA Code of Professional Conduct is also covered in detail.  Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 4
Price: $39.00
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Ethics for CPAs: New Hampshire (ENHDF) -- Course Description:
This course meets the ethics CPE requirement for CPAs in New Hampshire. It covers current issues and special topics in ethics in the accounting profession and the current AICPA Code of Professional Conduct. The New Hampshire Board of Accountancy Administrative Rules on Ethics are included in the Appendix, with cross references to the AICPA Code.


CPE Hours: 4
Price: $39.00
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Ohio Professional Ethics (EOHIOEMC) -- Course Description:
This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Ohio CPAs. It provides an overview of ethical thought along with the core values of the CPA profession. The applicable laws and rules promulgated under Chapter 4701 of the Ohio Revised Code and Chapter 4701 of the Ohio Administrative Code are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize material.


CPE Hours: 3
Price: $29.85
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Ethics for CPAs: Oklahoma (EOKDF) -- Course Description: 
Ethics for CPAs: Oklahomacovers current issues and special topics in ethics in the accounting profession and the current AICPA Code of Professional Conduct (with examples and case studies). The Oklahoma  Board of Accountancy Rules of Professional Conduct are included in the Appendix, with cross references to the AICPA Code.


CPE Hours: 4
Price: $39.00
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Ethics for Oregon - 2019 (EORE19DP) -- Course Description:
This is an ethics course for Oregon CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. Also included are some cases of AICPA ethics violations. Chapter 3 covers the specific Oregon Statutes, Rules, and Code of Professional Conduct. An overview of recent case studies pertaining to Board rules -is included in the Appendix.
This course has been approved by the Oregon BoA through March 2020.


CPE Hours: 4
Price: $39.00
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Professional Ethics for Pennsylvania CPAs (EPAPC8MC) -- Course Description:
This 4-hour course is designed to meet the 4-hour professional ethics CPE requirement for Pennsylvania CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. The applicable rules promulgated under the Pennsylvania Board of Accountancy Regulations found in Title 49, Chapter 11 of the Pennsylvania Code are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize material.


CPE Hours: 4
Price: $39.00
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Ethics for Delaware CPAs (ESSDE) -- Course Description:
This is a Delaware ethics course covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Chapter 3 discusses specific rules and regulations for Delaware CPAs.


CPE Hours: 4
Price: $39.00
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Ethics for Maryland (ESSDMD) -- Course Description:
This is an ethics course for Maryland covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach --the threats and safeguards approach –to coping with ethical dilemmas. The Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the CPA’s responsibilities are summarized. Also included are some cases of AICPA ethics violations.


CPE Hours: 4
Price: $39.00
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Ethics Training for Texas CPAs (ETXDP18) -- 

Course Description:
This is an ethics course for Texas CPAs covering standards of professional conduct and business practices adhered to in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It provides a background on ethical principles and values, ethical codes and requirements included in the AICPA Code of Professional Conduct, and a focus on the Texas State Board of Public Accountancy Rules of Professional Conduct.  It also presents an approach to coping with ethical dilemmas, the Sarbanes-Oxley Act and its impact on business ethics, new internal control requirements, and the responsibilities for Texas CPA‘s. The rules will be supplemented with case studies and enforcement actions that the Board has taken.  The intention is to provide you with precise text from the Board, along with supplemental information to help understand real-life situations or nuances.



CPE Hours: 4
Price: $39.00
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Ethics and Professional Conduct for Utah CPAs (EUTAHMC) -- Course Description: 
This 4-hour course is designed to meet the professional ethics CPE requirement for Utah CPAs.  1 hour is devoted to a detail study of the Utah Certified Public Accountant Licensing Act and the Utah Certified Public Accountant Licensing Act Rule which are found in the Utah Code, 58-26a and in the Utah Administrative Code, R156-26a, respectively.  The remaining 3 hours provide an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning and dilemmas along with a detail study of the AICPA Code of Professional Conduct.  Case studies are utilized throughout the course to emphasize subject matter.


CPE Hours: 4
Price: $39.00
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Ethics and Professional Conduct for Washington CPAs 2019 (EWASMC19) -- Course Description:
This 4-hour course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPA as outlined by the Washington State Board of Accountancy. This course covers the Washington State Public Accountancy Act and the Board’s rules and policies. It also discusses the AICPA Code of Conduct and the key differences between Washington State law and the AICPA Code of Conduct.
This course needs to be completed by December 31, 2019.


CPE Hours: 4
Price: $39.00
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Wisconsin Professional Ethics (EWIMC) -- Course Description:
This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Wisconsin CPAs who are members of the Wisconsin Institute of Certified Public Accountants.  It provides an overview of ethical thought along with the core values of the CPA profession.  The applicable laws and rules of the Wisconsin Administrative Code, Chapter Accy 1 – Rules of Conduct are covered in detail.  The AICPA Code of Professional Conduct is also covered in detail.  Case studies are utilized throughout the course to emphasize material.


CPE Hours: 3
Price: $29.85
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Professional Ethics for Wyoming CPAs (EWOMGMC) -- Course Description:
This 4-hour course is designed to meet the 4-hour ethics CPE requirement for Wyoming CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the application of these values to ethical reasoning. Wyoming Board Rules of Professional Conduct, Firm Permits and Peer Review are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize subject matter.

Passing grade is 80% as required by the Wyoming Board of Accountancy. The grade displays on the certificate.


CPE Hours: 4
Price: $39.00
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Ethics for CPAs: West Virginia (EWVADF) -- Course Description: 
Ethics for CPAs: West Virginia covers current issues and special topics in ethics in the accounting profession and the current AICPA Code of Professional Conduct (with examples and case studies). The West Virginia Board of Accountancy Rules of Professional Conduct are included in the Appendix, with cross references to the AICPA Code.


CPE Hours: 4
Price: $39.00
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Madoff Case Study-Audio (PEMADOMC) -- Course Description:
This is an Audio file of the Madoff case study. It is a 57 minute audio file. You can listen to the audio file using our player or download the file to listen to with other sources. There is also a PowerPoint presentation of the major points as well as a copy of the exam. This is self-study.

Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor funds, thus providing the impression of actual investment returns. The extent of the losses related to Madoff’s Ponzi scheme have been estimated at $50 – $65 billion. Many are astounded to hear that Bernard Madoff Investment Securities LLC was audited by a CPA. Unfortunately, Madoff’s CPA apparently did not subscribe to the AICPA Code of Conduct as most of the rules contained in the code were ignored. What follows is a case study examining the conduct of Friehling & Horowitz CPA’s P.C., the CPA firm that audited Bernard Madoff Investment Securities LLC, within the context of the AICPA Code of Professional Conduct.


CPE Hours: 1
Price: $11.25
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Madoff Case Study-Video (VEMADFMC) -- Course Description:
This is a video on demand course that you can watch at your leisure. It is self study and you will need to complete the exam for CPE Credit.
Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor funds, thus providing the impression of actual investment returns. The extent of the losses related to Madoff’s Ponzi scheme have been estimated at $50 – $65 billion.
Many are astounded to hear that Bernard Madoff Investment Securities LLC was audited by a CPA. Unfortunately, Madoff’s CPA apparently did not subscribe to the AICPA Code of Conduct as most of the rules contained in the code were ignored. What follows is a case study examining the conduct of Friehling & Horowitz CPA’s P.C., the CPA firm that audited Bernard Madoff Investment Securities LLC, within the context of the AICPA Code of Professional Conduct.


CPE Hours: 1
Price: $14.99
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Regulatory Review
California Regulatory Review for CPAs (ECARRDP8) -- Course Description:
This course is designed for California CPAs to meet the 2 hour Regulatory Review requirement. It includes a review of current the California Accountancy Act and the current California Board of Accountancy Regulations. Also included are historic and recent disciplinary actions taken by the Board to help illustrate how the acts and regulations are enforced.

The course must be passed with a grade of 90 percent or better. The exam can be retaken..


CPE Hours: 2
Price: $19.99
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Colorado CPAs- CR&R- Ethics (ecor18mc) -- Course Description:
This course is designed to meet the 2 hour CR&R requirement of the Colorado State Board of Accountancy.  The course overviews Colorado’s Accountants Practice Act and examines in depth  CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY. It also covers Colorado State Board of Accountants Policies updates.


CPE Hours: 2
Price: $19.99
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Regulatory Review for California CPAs (ERRCALMC) -- Course Description: 
This two-hour course is designed to meet the two-hour regulatory review course requirement for California CPAs.  This course is required every six years and is in addition to the four-hour ethics requirement for each two-year license renewal period.  The applicable statutes and regulations promulgated in the California Accountancy Act and the California Board of Accountancy Regulations are covered in detail.  Included in the course is a summary of recent and historic board enforcement actions and an overview of new rules.  Disciplinary actions by the board are used to reinforce understanding of the statues and regulations.  Frequently asked questions are also included to further illustrate important points.  A grade of at least 90% is required to pass this course.




CPE Hours: 2
Price: $19.99
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Specialized Knowledge
Guide to Commercial Real Estate and Finance (BMGREADP) -- Course Description:
This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, and commercial and residential real estate. In the last few decades the financial institutions of America have gone through many radical changes and periods of uncertainty. Understanding the money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of investors seeking loans. The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community.


CPE Hours: 11
Price: $101.75
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Tax
Long Term Care Fundamentals (ADMPWLTC) -- Course Description:
The risk of needing long term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provided over an extended period of time—is present at all ages. However, as individuals become older the risk of requiring long term care increases significantly.

The U.S. population is expected to increase in size by about 27% by the year 2050. In contrast, the part of the U.S. population most at risk for needing long term care—the segment comprised of individuals 85 years old or older—is expected to grow about 280% during this same period. Not only is the part of the population most at risk for needing long term care growing disproportionately, the cost to provide that care is also increasing. Long term care costs are substantial and, over the last several years, have been increasing at a rate that exceeds the inflation rate.

The growing risk of needing long term care fueled by a rapidly aging population coupled with the high and continually increasing cost of such care can present burdensome financial concerns to many clients and their heirs. This course examines the nature of long term care, the forms in which it may be delivered, the risk of needing such care, the costs of long term care, the sources available to pay long term care costs and the features of long term care insurance.   

 


 



CPE Hours: 5
Price: $47.50
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1040 Tax Workshop (TX1040DS) -- Course Description:
This course is designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. It examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.


CPE Hours: 30
Price: $202.50
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Automobile Tax Rules (TXAUTODS) -- Course Description: 
Operating costs for vehicles used in the course of a taxpayer’s business are deductible. Thus, when taxpayers use their vehicles in their businesses or employment, they can deduct that portion of the cost of operating their vehicle. Such costs that can be deducted are property taxes that are paid on their vehicle if deductions are itemized on Schedule A. This mini-course reviews apportionment of personal and business use, the actual cost method and the standard mileage method, and expensing. Moreover, this presentation informs practitioners about topics such as the benefits and costs of leasing versus owning, and working condition fringe benefits. 


CPE Hours: 2
Price: $19.99
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Bankruptcy Tax Issues (TXBANKDS) -- Course Description:
The Bankruptcy Abuse Prevention and Consumer Protection Act was enacted to minimize abuse of the bankruptcy system. Included in this Act were tax law changes and other changes that individuals, partnerships, and corporations will see in the bankruptcy procedures and qualifications. This mini tax course both examines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy. Practitioners will also learn about other issues such as homesteading and garnishment by creditors.


CPE Hours: 2
Price: $19.99
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Business T&E (TXBUTEDS) -- Course Description: 
Taxpayers are once again looking to CPAs for guidance and planning related to travel and entertainment expenses. This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals are reviewed and planning opportunities are identified. Practitioners will learn to master the proper administration of these complex and often cumbersome provisions.


CPE Hours: 2
Price: $19.99
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Getting Cash Out Of Your Business (TXCASHDS) -- Course Description:
This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest-free loans, and investment planning are investigated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.


CPE Hours: 3
Price: $29.85
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Corporate Tax Planning (TXCORBDS) -- Course description:
This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little-known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.


CPE Hours: 21
Price: $173.25
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Corporate Taxation 2018 - Mini Course (TXCORPDS) -- Course Description:
This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantage of corporations are examined; incorporation and capitalization issues are discussed; and, basic tax rates and specialty taxes are reviewed. The tax treatment of operational expenses and deductions are outlined, and accounting periods and methods are explored. Finally, the dangers of multiple corporations and corporate distributions are highlighted.


CPE Hours: 2
Price: $19.99
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Tax Cuts & Jobs Act Summary (TXCUTSDS) -- 

Course Description:
The Tax Cuts & Jobs Act ("TCJA") was approved by Congress December 20, 2017, and signed by President Trump on December 22, 2017. The Act impacts virtually every individual and business in a way not seen in over 30 years. With most provisions effective 2018, it lowers the individual and corporate tax rates, repeals numerous tax credits
 and deductions, enhances the child tax credit, boosts business expensing, and impacts the Affordable Care Act (ACA) by effectively repealing the individual mandate

This course is an overview providing reference to selected individual, education, business, retirement, insurance, international and estate tax provisions enacted or indexed for inflation by the TCJA. The resulting major tax changes carry special meaning to the tax practitioner and return preparer. The course is intended to be a resource for tax professionals and staff alike to gain easy access to the most important major changes enacted by TCJA.



CPE Hours: 4
Price: $39.00
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Keeping Taxpayer Data Secure (TXDATAPW) -- Course Description:
The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is likely to be in the trillions. Almost all of that cybercrime began with—and continues to start with—a social engineering concept known as ―phishing.‖ Certain business organizations, among which are those referred to as ―financial institutions,‖ are charged by the FTC with taking particular steps to protect their customers’ financial information. Included in the category of financial institutions are professional tax preparers. Professional tax preparers normally maintain a significant amount of taxpayer information in various files—electronic and paper—that would be a treasure trove for cyber criminals. In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime.


CPE Hours: 3
Price: $29.85
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Estate Tools and Trusts (TXDCSETT) --  Course Description:
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations


CPE Hours: 2
Price: $19.99
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Divorce Transfers and Settlements 2018 (TXDIVODS) -- Course Description:
Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an emphasis on planning considerations. This minicourse reviews property settlements and other transfers incident to divorce. Basis allocation, third party transfers and purchases between spouses are also examined. Common pitfalls for the unwary such as transfers in trust, installment notes, and purchases between spouses are analyzed. Application of these tax principles is exampled in selected asset divisions of the residence, business interests, insurance, and pension benefits


CPE Hours: 2
Price: $19.99
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Employee Compensation & Benefits (TXECOMDS) -- Course Description:
The various ideas, methods, and techniques to optimize the overall compensation-tion package for key employees and principals are examined in this mini-course. Generally, businesses may deduct employees’ pay including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax-favored manner of supplementing compensation are described and evaluated. In addition, equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOT’s, stock options, and bonuses. Finally, deferred compensation arrangements are investigated. The goal of this mini-course is to provide participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.


CPE Hours: 4
Price: $39.00
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Education - Tax Benefits (TXEDU8PW) -- Course Description:

This course will examine the programs, credits, deductions and federal income tax treatment of various items that affect saving for and financing an individual’s education. In so doing, it will consider: qualified tuition programs; Coverdell education savings accounts; the education savings bond program; federal tax credits for education; the federal tax treatment of scholarships; fellowships, grants and tuition reductions; also deductions available for student loan interest.

 



CPE Hours: 5
Price: $47.50
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Education Tax Benefits (TXEDUCDS) -- Course Description:
Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible. Additionally, financial planning strategies and techniques are outlined to better prepare taxpayers for future educational costs.


CPE Hours: 2
Price: $19.99
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EITC Due Diligence (TXEITCPW) -- Course Description:
This course briefly summarizes the earned income credit rules, examines the common errors committed when claiming the credit, discusses the EIC due diligence requirements imposed on professional tax return preparers, and identifies the sanctions to which preparers and their employers may be subject for a failure to meet expected due diligence requirements.


CPE Hours: 3
Price: $29.85
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Choosing the Right Business Entity & Getting Cash Out of It (TXENTIDS) -- Course Description:
This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs.


CPE Hours: 4
Price: $39.00
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Estate Tax Planning (TXESTATPW) -- Course Description:
Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues with an examination of the estate and its administration. The subjects discussed in the course are a) the estate and its administration, b) federal gift and estate taxes, c) common estate planning trusts, d) calculating federal estate taxes, e) state inheritance and estate taxation, and f) estate tax payment. The text serves as an introduction to the issues of estate settlement and includes a discussion of the probate estate and the federal gross estate.


CPE Hours: 4
Price: $39.00
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Family Tax Planning (TXFAMYDS) -- Course Description:
While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.


CPE Hours: 2
Price: $19.99
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Fast Tracking Retirement Planning (TXFASTDS) -- Course Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.


CPE Hours: 17
Price: $152.15
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Federal Income Tax Changes 2018 (TXFIT8PW) -- Course Description
Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. In addition, the Tax Cuts and Jobs Act of 2017 became effective in 2018. This course will examine the tax changes that took effect in 2018 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes. In addition to these customary annual changes affecting various limits, other tax changes effective in 2018 that were brought about by the Tax Cuts and Jobs Act of 2017 will be discussed.
This is considered a tax update course for IRS purposes.


CPE Hours: 6
Price: $57.00
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Guide to Federal Corporate & Individual Taxation (TXGFCIDS) -- Course Description:
Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques.


CPE Hours: 35
Price: $227.00
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Home Office Deduction (TXHDEDPW) -- 

Course Description:
This course will examine the federal income tax deduction for business use of a home and will discuss:

·  Qualifying for a home office tax deduction;

·  Determining a taxpayer’s home office deduction using the actual expense and simplified   methods;

·  The special home-office deduction rules that apply to daycare facilities;

·  The taxpayer’s home-office deduction recordkeeping requirements; and

·  Where to take the deduction and the forms a tax preparer must use in connection with it.



CPE Hours: 3
Price: $29.85
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Healthcare Reform: The Affordable Care Act Tax Provisions (TXHRAPW) -- Course Description:
 In addition to imposing various tax increases to increase revenue, the PPACA uses a carrot and stick approach to ensure compliance with its provisions, offering tax credits for compliance and imposing tax penalties for non-compliance. This course will review the principal provisions of the law and will examine its tax impact on individuals and businesses. In so doing, it will consider the: • Coverage-related provisions of the PPACA addressing –
- Plan grandfathering pursuant to which health coverage in force at the time of the law's passage may be continued,
- The prohibition of pre-existing condition exclusions, o The proscription of lifetime and annual benefit limits,
- The limitation of health coverage rescissions,
- The requirement for certain patient protections
- The general requirement for universal health care coverage, and
- The requirement that plans covering children extend child coverage until age 26; • Tax credits available to small businesses to encourage them to sponsor employee health plans; • Shared responsibility for certain large employers to provide employee health coverage and the tax penalties imposed for noncompliance; • Various personal income tax changes affecting taxpayers; and • Tax credits and tax penalties authorized to help enforce the PPACA requirement that individuals maintain minimum essential coverage.


CPE Hours: 5
Price: $47.50
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Tax Treatment of Individual Retirement Arrangements (TXIRA9PW) -- Course Description:
Federal tax policy is designed to accomplish numerous goals, from funding government to encouraging socially-beneficial actions such as saving for retirement. ERISA, the Employee Retirement Income Security Act, was created principally to meet the latter objective. ERISA created an individual retirement arrangement—usually referred to simply as an IRA—to encourage taxpayers who were not participants in an employer-sponsored qualified retirement plan to save money to fund their future retirement needs. That was the initial legislative action. In order to participate, you needed to be employed and not a participant in a pension, profit-sharing or other qualified plan.

These early ERISA provisions offering tax benefits to individuals funding IRAs have been extended in subsequent legislative actions to: unemployed spouses, qualified retirement plan participants; and taxpayers preferring tax-free distributions instead of deductible contributions. Early expansion of the IRA provisions added a spousal IRA that is designed to provide retirement assistance to uncompensated homemakers.

It was also expanded to allow employees who are covered under an employer-sponsored qualified pension or profit-sharing plan to contribute to an IRA. Since that earlier ERISA expansion related to IRAs, new IRAs have been added, including Roth IRAs that offer tax-free qualified distributions rather than deductible contributions. In order to differentiate the newer Roth IRA from its earlier cousin, the original IRA is now referred to as a “traditional” IRA.


CPE Hours: 2
Price: $19.99
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Selected Legal Issues with Tax Analysis (TXLEGADS) -- Course Description:
How can you help your clients protect their assets? What is the best way for your client to “go bankrupt”? How can you help your client avoid the tax trap when going through a divorce? This course addresses all of these and many other, critical legal issues for the tax practitioner in a quick and effective potpourri of legal topics and their tax impact. The emphasis is on the tax consequences of common legal issues in today's litigious society. From the Americans with Disabilities Act to Social Security taxes, a generous sampling of key areas is examined and explored. Tax practitioners will be quickly surprised to find how often the "tax tail" can wag the legal dog.


CPE Hours: 2
Price: $19.99
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Tax Treatment Of Life Insurance Proceeds (TXLIFEPW) -- Course Description:
In this course we will look at the tax treatment given proceeds from life insurance policies and will consider the taxation of death benefits, cash value withdrawals, loans and surrenders. In addition, we will examine the differences in tax treatment caused by a life insurance policy’s: failure to meet the statutory definition of life insurance; being deemed a modified endowment contract; transfer of ownership to another person for a valuable consideration; sale in a viatical or life settlement transaction; ownership by an employer; and use in a qualified retirement plan.


CPE Hours: 3
Price: $29.85
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Basic Marital Tax Matters (TXMARTDS) -- Course Description: 
In this mini-course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored. The detail support test for children of divorced or separated parents, the tax treatment of back child support, the deduction of divorce costs, and estimated tax payments are reviewed. Emphasis is given to marital property rules, married versus unmarried tax rate comparison, head of household status, and treatment of refunds and deficiencies.


CPE Hours: 2
Price: $19.99
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Partnership Taxation (TXPARTDS) -- Course Description:
The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments: (1) the formation of partnerships, (2) the basic day-to-day operations of partnerships, (3) distributions of assets to partners, and (4) the termination of partnership affairs.


CPE Hours: 13
Price: $120.25
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Practice before the IRS (TXPIRSPW) -- Course Description: 
Despite predictably frequent calls for simplifying the U.S. Tax Code, it becomes increasingly complex over time. At its more than 3% annual growth in size since 1945, it is projected to exceed 96,000 pages by the year 2020. Because of the enormity of the Code and its complexity, taxpayers often seek the assistance of knowledgeable professionals to represent them with respect to tax and other matters before the IRS. However, the ability to represent a client before the IRS is, with certain exceptions, extremely limited. This course will look at the important subject of client representation before the IRS. Practice before the IRS addresses the nature of practice before the IRS, identifies those permitted to engage in such practice and examines the power of attorney under which a taxpayer authorizes another to engage in it on his or her behalf.  



CPE Hours: 2
Price: $19.99
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Tax Treatment of Retirement Plans, Pensions and Annuities (TXRETPPW) -- Course Description:
Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute one of the important ―legs‖ of the retirement stool that individuals look to for their income in retirement. The other two legs of that stool are personal savings—through investment in securities, deferred annuities, savings accounts, etc.—and Social Security retirement benefits. This course will examine qualified employee plans, their limits and their tax treatment along with a discussion of annuities and their taxation


CPE Hours: 3
Price: $29.85
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Retirement Plans - Mini Course (TXRPLNDS) -- Course Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Distribution options from IRAs and other retirement plans are explored.


CPE Hours: 3
Price: $29.85
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Tax Research on the Internet (TXRWEBDS) -- Course Description:
The digital divide is upon us! There are those who are getting on the information highway and those who will be left behind. This course gives the practitioner the ability to immediately access information-rich tax Websites at tremendous savings. Emphasis will be given to the substantial speed and cost advantages of the Internet over traditional paper and CD tax “services.” If you want “instant” tax information that’s down to the wire - this is the course.


CPE Hours: 13
Price: $120.25
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S Corporations (TXSCORDS) -- Course Description: 
In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed. The numerous advantages and disadvantages of this entity are identified to help practitioners determine whether the S corporation is most suitable for their clients. Eligible domestic corporations can avoid double taxation by electing to be treated as an S corporation under the rules of Subchapter S. Subchapter S provides an optional method of corporate taxation and allows small business corporations to elect unusual tax treatment. The S corporation is taxed like a partnership, but in other respects, S corporations are taxed like C corporations.



CPE Hours: 3
Price: $29.85
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Tax Treatment of Sickness and Injury Plans (TXSICKPW) -- Course Description:
Health insurance is so central to the health and well-being of people that it may be hard for many Americans to believe it could ever have been a less important factor in helping to promote good health than it is today. In fact, health insurance as it is recognized today is a relatively recent development. Since the early development of health insurance coverage, many changes have occurred in the manner in which health care services are delivered and paid for. Among those changes is the emergence of various tax-favored health plans. This course will examine many of those tax-favored health plans.


CPE Hours: 3
Price: $29.85
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Special Problems in Real Estate Taxation (TXSPREDS) -- Course Description:
This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.


CPE Hours: 16
Price: $143.20
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Tax Cuts & Jobs Act – Individual Tax Preparation -Update (TXTCJIPW) -- Course Description:
The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, will significantly affect tax planning and the income tax liability for many taxpayers. This course will examine the principal changes affecting individual taxpayers made by the TCJA.

It examines the provisions of the TCJA with increased potential to affect the taxation of individuals and which are related to changes in Individual and capital gains tax rates; Standard deduction and exclusions; Income and adjustments to income; Itemized deductions in Form 1040 Schedule A; Form 1040 Schedule C; Tax credits; Individual alternative minimum tax (AMT); Taxation of unearned income of minor children; Qualified tuition plans; ABLE accounts; Tax treatment of student loan indebtedness discharges; Net operating losses; and Affordable Care Act individual responsibility requirement.

In addition, it will consider the business-related TCJA provisions affecting individual taxpayers, including the pass-through deduction for qualified trades or businesses under IRC §199A.


CPE Hours: 3
Price: $29.85
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2019/ 2018 Easy Update & Inflation Adjustments – mini course (TXUPD9DS) -- Course Description:
This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.


CPE Hours: 6
Price: $57.00
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2019 Tax Filing Season Update (TXUPDAPW) -- Course Description:
Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, the Tax Cuts and Jobs Act of 2017 will significantly affect tax planning and may also affect taxpayers’ income tax liability. This course will examine many of those changes. 

The Annual Tax Filing Season Update course discusses new tax law and recent updates for the 2019 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.



CPE Hours: 8
Price: $76.00
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Value Pack
Current Topics in Accounting & Reporting Value Packs (AAREPTVP) -- Course Description:
This accounting value pack is comprised of 3 separate courses. Each course has its own EBook and Exam. The courses are: The Income Statement: Accounting & Reporting, Revenue Recognition Principles, and Current Development in Accounting & Financial Reporting.


CPE Hours: 24
Price: $200.00
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Video
Excel Tools and Tips for Accountants- Video (EXMCTTAV) -- Course Description
This video walks you through and demonstrates some useful tips that will improve your productivity including: Useful keystroke shortcuts;How to efficiently select data;Some advanced copy techniques
How to navigate through and within sheets;How to use the Watch window; How to "pin" files you use all the time; How to Remove Duplicates. This video course is still considered self-study since there is no instructor so you still need to take the exam to receive your certificate. This video is for Excel 2003,2007 and 2010 however others will  still find it useful.



CPE Hours: 1
Price: $14.99
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Accounts Payable Best Practices -Video -Webinar Rebroadcast (VAAPBPMS) -- Course Description:

The accounts payable function is changing at a dizzying pace. What worked yesterday may not work today. Given the current economy, mounting regulatory pressures, and the increased visibility and importance of the accounts payable function, best practices are something with which every professional needs to be conversant. Unfortunately, keeping up to speed these days can be like herding cats. While some best practices remain steadfast, others simply no longer work and are being replaced by new practices just now appearing.

The talk will include a discussion of the newest best practice every organization should implement to ensure crooks don't get their hands on money or sensitive information.

The truth is that companies ignore accounts payable best practices at their peril and the impact is felt on your bottom line. It's that simple—yet some organizations continue to turn a blind eye to the leakage that occurs due to poor or inefficient process in their AP operations. Don't be one of them!

Topics Covered:

  • Why best practices matter
  • Invoice handling
  • Payment processes
  • Vendors and vendor file issues
  • Regulatory issues affecting the payment process
  • Travel and Entertainment
  • Fraud (both internal and external)
There is no PowerPoint handout. This is just a video.


CPE Hours: 1
Price: $14.99
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T&E Best Practices-Ensure Compliance with IRS Regs- Video (VAATECMS) -- Course Description:
Complying with IRS Regs regarding expense reimbursements just got a whole lot harder. Organizations everywhere are eyeing the bottom line and insisting on rigid travel & entertainment policy compliance. The IRS is taking an equally harsh stance tightening the rules.  Compliance must now be not only with the company policies but also IRS rules. Otherwise, you could end up answering not only to the CFO but also the IRS–and that can be truly ugly.


CPE Hours: 1
Price: $14.99
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Electronic Payment Fraud Prevention & Detection -Video (VAUEPAMS) -- Course Description: 
Alas, technology not only helps legitimate businesses become more efficient; it also assists crooks looking to defraud your organization. Getting money out of your organization's bank account is now easier than ever. Just ask the growing number of fraudsters snatching cash from unsuspecting organizations across the country. Unfortunately, every company is at risk and businesses do not have the same fraud protections as individuals. If you don't report the thefts within 48 hours, you will probably end up eating the losses—which can be substantial.

Those who think they're protected because they don't make electronic payments or because they use positive pay are flat out wrong. What's worse, it's not just the big guys who are getting hit. The crooks are also targeting smaller mid-sized companies, municipalities, schools and not-for-profits.

Avoiding electronic payments (ACH)is not the answer. You are still at risk; this is the fastest-growing payment fraud. But you can protect your company if you take the right steps. Please join us for this 60-fast paced minute session with industry expert, AP Now’s Mary S. Schaeffer. It contains expert advice about all the latest electronic payment frauds.
This is a rebroadcast of a webinar
.



CPE Hours: 1
Price: $14.99
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Koss Corporation -A Case Study in Fraud -Video (VAUKOSMC) -- Course Description:
Koss Corporation –This case study examines a $34 million embezzlement that grew over the span of 10 years at a small public company with revenues of approximately $40 million.  It is the story of a shopaholic VP of Finance, ineffective internal controls, collusion to conceal a massive theft, and lots and lots of luxury item purchases.  The embezzlement and the related financial statement fraud to conceal it, the internal controls (or lack of them), the role of Sarbanes-Oxley and the audit firm are all discussed.


CPE Hours: 1
Price: $14.99
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Spreadsheet Auditing Strategies (VCXAUDDR) -- Course Description:
In this presentation, David demonstrates techniques in Excel 2016, but where applicable notes any differences in Excel 2013, 2010, or 2007. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes the examples he uses to demonstrate techniques during the presentation.


CPE Hours: 2
Price: $29.99
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Excel Spreadsheet Internal Control Strategies -Video (VCXCTLDR) -- Course Description:
In this beneficial presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement Excel’s internal control features within your spreadsheets. He explains how several Excel features—Data Validation, Conditional Formatting, and hide and protect features—can be used to control users’ actions and protect your worksheets and workbooks from unauthorized changes. In addition, David explains the benefits of the VLOOKUP, SUMIF, and CELL functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
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What to Expect in Excel 2016 (VCXE16DR) -- Course Description:
In this jam-packed session, Excel expert David Ringstrom, CPA, gives you the lay of the land with regard to new features in Excel 2016. Among other things,  David covers new chart types, avoiding the pain that can arise from using XLS workbooks, and building interactive maps with just a couple of mouse clicks. Because many users skip one or two versions before upgrading, David includes features added in Excel 2013, such as the Flash Fill feature, Recommended Charts, Slicers, Quick Analysis, and much more. After this session you'll be able to work more efficiently and capitalize on new features. You'll also see how Microsoft is drawing a distinction between users that buy one-time licenses for Excel 2016 and those that subscribe via Office 365.


CPE Hours: 2
Price: $29.99
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Error Proofing Excel Spreadsheets (VCXERRDR) -- Course Description: 
In this on-demand webcast, Excel expert David Ringstrom, CPA, covers a variety of techniques and tricks to help you create and maintain error-free spreadsheets. David demonstrates how to implement Excel features and functions, such as hide and protect features, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others. In addition, he explains how to preserve key formulas, perform dual lookups, audit the spreadsheets created by others, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
Add to Cart
Decision Making with Logic Functions (VCXLGCDR) -- Course Description:
Excel expert David Ringstrom, CPA, begins this comprehensive on-demand webcast with a brief discussion of the IF function and then goes beyond the basics. He explains what can go awry with the IF function and ways to improve the integrity of your decision-making formulas. David shares alternatives to the IF function, including IFNA, MINIFS, SUMPRODUCT, and others. David’s assertion is that if you’re nesting more than a couple of IF functions, there’s probably a more refined and resilient approach you can take.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
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Linked Worksheets - What You Need to Know (VCXLNKDR) -- Course Description:
Excel expert David Ringstrom, CPA, discusses the pros and cons of workbook links and walks you through the nuances of creating and working with them. Workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. In his presentation, David also covers how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
Add to Cart
Leveraging Lookup Formulas in Excel (VCXLOODR) -- Course Description:
In this presentation Excel expert David Ringstrom, CPA, introduces you the concept of lookup functions in Excel. The discussion primarily centers around Excel's VLOOKUP function, but also includes troubleshooting techniques. David brings your attention to the IFERROR function, Data Validation, contrasting exact and approximate matches, and also includes VLOOUKP alternatives MIN and MAX for looking up the smallest or largest value within a range of cells. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.


CPE Hours: 2
Price: $29.99
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Payroll Data and Excel (VCXLPRDR) -- 

Course Description:
If you’re a payroll professional, you might not be aware of the many features and functions Excel offers that can improve the accuracy and efficiency of payroll production. In this valuable course, Excel expert David Ringstrom, CPA, demonstrates and explains: mathematics for employee timesheets, date and time formatting and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, and using pivot tables for HR reporting and analysis tasks.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
Add to Cart
Over and Above Excel's Lookup Function (VCXLUPDR) -- Course Description:
Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions. Most spreadsheet users first learn about VLOOKUP in Excel, so the presentation begins with a brief introduction, and then a comparison of VLOOKUP to the HLOOKUP and LOOKUP functions. He then works through troubleshooting common frustrations with VLOOKUP, such as #N/A and #REF! errors. You'll see how to future-proof VLOOKUP with Data Validation and the Table feature, as well as learn about alternatives such as MATCH/INDEX, CHOOSE, SUMIF, and SUMIFS.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
Add to Cart
Introduction to What-IF Analysis Tools in Excel (VCXLWHDR) -- Course Description:
In this beneficial on-demand webcast presented by Excel expert David Ringstrom, CPA, you’ll discover Excel’s powerful What-If Analysis tools. David shows you how and when to make use of Excel’s Scenario Manager, how to use the Data Table feature to compare calculation results based on two or three inputs, how Excel’s Goal Seek feature empowers you to perform basic what-if analyses, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 

 

 



CPE Hours: 2
Price: $29.99
Add to Cart
Excel Macros for Beginners - Video - part 1 (VCXMB1DR) -- Course Description:
In this session Excel expert David Ringstrom, CPA introduces one of Excel's most powerful features. David will get you started with macros in Excel, which are a means of automating repetitive tasks. Part 1 of this series focuses primarily on the risks, opportunities, and nuances of Excel's Macro Recorder. You can use this feature to automate simple repetitive tasks. This session gives you some foundational experience with macros in Excel, which you can build upon in Part 2 of this series. David teaches from Excel 2010 in this presentation but every aspect of the material applies equally to Excel 2007, 2013, and 2016.


CPE Hours: 2
Price: $29.99
Add to Cart
Excel Macros for Beginners - Video - Part 2 (VCXMB2DR) -- Course Description:
David H. Ringstrom, CPA builds on the concepts in Part 1 of this series to help you go beyond Excel's Macro Recorder. David leads off with an introduction of Excel's Goal Seek feature, and then uses that feature as the basis to explain the concepts of prompting a user for information, and then handling the various actions that could cause a macro to crash. The session then covers debugging techniques for identifying and resolving problems in your code, and then closes with expanding on the accounting report macro recorded in Part 2. You'll see how to ask users yes/no questions, allow the user to select a file for a macro to process, and then offer a completion notification at the end of the macro.

David teaches from Excel 2010 in this session, but covers differences in Excel 2007, 2013, and 2016 where applicable. Excel 2003 is not addressed specifically other than onscreen notes on certain slides.

 



CPE Hours: 2
Price: $29.99
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Excel Macros for Beginners - Video - Part 3 (VCXMB3DR) -- 

Course Description:
In the third presentation of the series on Excel macros, you’ll learn how to expand your ability to write programming code. Excel expert David Ringstrom shows you how to create a macro that can reset workbooks that have skewed scrollbars, as well as a second macro that can be used to instantly unhide all worksheets in a workbook at once. David goes deeper into making decisions in programming code by comparing If and Select Case statements. He also contrasts three ways of creating loops in Excel: For Each, Do While, and Do Until. In addition, David explains how to troubleshoot problematic loops in Excel, which in certain instances can cause Excel to crash.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 



CPE Hours: 2
Price: $29.99
Add to Cart
Excel Macros for Beginners – Part 4 -Video (VCXMB4DR) -- 

Course Description:
In Part 4 of his series on macros, expert David Ringstrom introduces the concept of UserForms in Excel. Step-by-step, David walks you through the process of creating custom dialog boxes that can add interactivity in Excel and better manage a user’s actions. He then builds a custom printing interface that he dubbed “Plug and Print,” which allows you to pick and choose the worksheets to print from any workbook. The presentation also teaches you how to create a basic UserForm for prompting users to input data, including all the required fields. Finally, you’ll see how to move module sheets and UserForms between workbooks, as well as how to remove them from workbooks when they’re no longer needed.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 




CPE Hours: 2
Price: $29.99
Add to Cart
Excel Pivot Tables for Beginners (VCXPT1DR) -- Course Description:
In this session Excel expert David H. Ringstrom, CPA, gets you up to speed on the basics of creating and using Excel pivot tables. Pivot tables allow you to instantly summarize lists of data into meaningful reports with just a few actions with your mouse. As with many aspects of Excel, pivot tables have several nuances that can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
Add to Cart
Advanced Pivot Table Techniques (VCXPT3DR) -- 

Course Description:
Excel expert David Ringstrom, CPA, shows you step-by-step how to push the boundaries of pivot tables and add even more interactivity to them by grouping data in various ways. In this comprehensive course, David explains how to easily extract data from Microsoft Access, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, reap the benefits of Excel’s Slicer feature, sort data in any order you desire, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
Add to Cart
Employing Database Techniques in Excel (VCXSQLDR) -- 

Course Description:
Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this informative course, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. David shares techniques for working with your data in a variety of ways, such as using worksheet functions to summarize data, querying text files and databases from within Excel, creating self-updating links to databases and other data sources, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
Add to Cart
Streamlining Excel-based Financial Statements (VCXSTRDR) -- Course Description:
In this informative webcast, you’ll learn from Excel expert David H. Ringstrom, CPA, how to create dynamic accounting reports—for any month in a year—on a single worksheet. Building individual Excel worksheets for each month can be cumbersome and time consuming. To mitigate these issues, David shows you how using functions together, such as the VLOOKUP, OFFSET, and SUMIF functions, allows you to quickly create accounting reports that toggle to any reporting period with just a couple of mouse clicks. David also demonstrates ways to effectively export data from an accounting package to create a “set-and-forget” link to your data in Excel.




CPE Hours: 2
Price: $29.99
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Implementing Excel's Table Feature (VCXTBLDR) -- 

Course Description:
In this wide-ranging session, Excel expert David Ringstrom, CPA delves into the Table feature. This feature offers a startling number of automation and data integrity opportunities. You'll see how to take your spreadsheet skills to the next level by eliminating repetitive maintenance tasks, and will rest assured as formulas rewrite themselves to accommodate additional data being added to a worksheet.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.



CPE Hours: 2
Price: $29.99
Add to Cart
Madoff Case Study-Video (VEMADFMC) -- Course Description:
This is a video on demand course that you can watch at your leisure. It is self study and you will need to complete the exam for CPE Credit.
Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor funds, thus providing the impression of actual investment returns. The extent of the losses related to Madoff’s Ponzi scheme have been estimated at $50 – $65 billion.
Many are astounded to hear that Bernard Madoff Investment Securities LLC was audited by a CPA. Unfortunately, Madoff’s CPA apparently did not subscribe to the AICPA Code of Conduct as most of the rules contained in the code were ignored. What follows is a case study examining the conduct of Friehling & Horowitz CPA’s P.C., the CPA firm that audited Bernard Madoff Investment Securities LLC, within the context of the AICPA Code of Professional Conduct.


CPE Hours: 1
Price: $14.99
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