Stay ahead of the curve with this comprehensive ethics update, focusing on the latest developments from the AICPA’s Professional Ethics Executive Committee (PEEC). The PEEC has been active recently, issuing new guidance and updating existing rules. In this session, we’ll explore the most...

In this session you will receive an update on current DOL topics as well as learn how to keep your clients in compliance with DOL standards and help them avoid costly pitfalls in their retirement plans.

Over the past five years, our world has undergone seismic shifts, profoundly impacting providers across the health care continuum. The convergence of social, workforce, operational, clinical and financial crises - triggered by the COVID-19 public health emergency - has exposed vulnerabilities...

Explore the foundational connection between self-mastery and effective leadership with author, coach and entrepreneur, Christine Roberts. Christine guides participants on a journey of self-awareness, revealing how understanding their internal dialogue is crucial for personal growth and...

We need a revolution. No, it's not a ‘guns, germs, and steel’ kind of uprising, but a revolution of thought in how we reposition our work habits to align with our family values, not our budget targets.  We need a realignment of goals that help us to reignite the passions we all have for...

The AICPA has determined that 1 in 10 firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risks under AU-C315. Review how to respond to identified risks under AU-C 330 and focus on the inherent risk model. Discuss...

Accountants and other business professionals working extensively in Excel become very strong with many aspects of the ubiquitous spreadsheet application. Discuss many of the powerful tools in Excel and details on how they are beneficial and used. Topics include data connectivity, advanced...

This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional standards related to audit and other attest services. 

Quality control is essential. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. Receive tips on avoiding common quality control deficiencies in all services subject to peer review.

Discuss recent audit and accounting standards that impact employee benefit plan audits. Reflect on the 2024 audit season and areas to focus on for 2025 audits, including a refreshed discussion on investments and fair value methodology.