CPE Catalog & Events
Documenting Internal Control
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Virtual
1.00 Credits
Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control
Obtaining an Understanding of Internal Control
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Virtual
1.00 Credits
Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming
AHI: The Mindful-CPA
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Virtual
2.00 Credits
Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management
2025 Government Contracting Conference
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Vienna
8.00 Credits
Documenting Your EBP Audit: What You Need to Know
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Virtual
8.00 Credits
Audit planning Risk assessment and control testing Documentation best practices for investments and notes receivable Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense Participant data and participant accounts Initial audits, plan mergers, and other issues
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Virtual
1.00 Credits
Quality management Peer review Audits Remediation Monitoring
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Virtual
4.00 Credits
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
AI Ethics 2025 (VBOA-Approved)
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Virtual
2.00 Credits
Ethical principles of AI usage. Strategies for ethical decision making. Compliance and governance in AI adoption. Balance of innovation and responsibility.
55th Annual Virginia Accounting & Auditing Conference
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Virtual
17.00 Credits
COSO's Internal Control Framework Essentials
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Virtual
3.50 Credits
Components and principles of internal control Concepts associated with the COSO framework Management responsibilities versus auditor responsibilities Common significant accounting processes Tools and techniques used for internal control documentation
Accounting for Digital Assets Under U.S. GAAP: Crypto lending and borrowing
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Virtual
1.00 Credits
What is crypto lending? The meaning of commonly used crypto lending terms How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements Which disclosures are applicable based on the facts and circumstances FASB ASU No. 2023-08, Intangibles-Goodwill and Other-Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets
Ask About QM Series
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Virtual
1.00 Credits
Schedule of sessions: Ethics, Resources; Governance and Leadership Wednesday, April 2 Identify and optimize resources necessary to build a strong QM framework. Learn best practices for leveraging resources to support the quality management objectives, including assessing and responding to risk. ----- Client Acceptance, Engagement Performance, and Communication Tuesday, June 17 This session will emphasize the practical steps for implementing QM standards effectively. Get insights into the challenges and strategies of transitioning from planning to action in quality management. ----- Documentation, peer review and the QM standards Tuesday, August 12 Understand how peer review intersects with the new QM standards, how to address common questions on compliance, and gain insights on preparing for peer reviews. You will learn to align your QM processes to meet peer review expectations. ----- Policies Ready? Leadership Responsibilities, Evaluation, and Conclusion Tuesday, September 30 With the new QM standards' effective date just a few weeks away, this session helps you assess your readiness. Join a live walk-through of a final checklist to ensure your policies and procedures are robust and responsive to quality risks.
New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System
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Virtual
1.00 Credits
Quality management Peer review Audits
Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties
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Virtual
2.00 Credits
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
SMART Goal-Setting As a Path to Flourishing
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Virtual
1.00 Credits
What is a goal? Objectives and key results SMART goals: What they are, how to set them and how they lead to success
Mind the Gap: Embrace Generational Diversity, Maximize Talent
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Virtual
1.50 Credits
Review of the forces and factors creating each of the generations Description of each generation's strengths, weaknesses, likes, dislikes, and values Discussion of each generation's desired methods of: working, learning, leadership and communication
Preparation, Compilation, and Review Engagements: Update and Review
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Virtual
4.00 Credits
Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
How Culture Affects Risks
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Virtual
1.00 Credits
Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing
Conducting a Remote Audit
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Virtual
4.00 Credits
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
Linking Risk Management to Strategy
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Virtual
1.00 Credits
Enterprise risk management Strategic planning Key challenges organizations face The finance professional's expanding role Black Swan events
