Transitioning to the Accounting Profession (A1S1)
Level 1 2 CPE
Build the professional habits, communication skills, and foundational mindset needed for a successful start in public accounting.
Introduction to the Audit Process and Risk Assessment (A1S2)
Level 1 2 CPE
Learn the end-to-end audit engagement process and the fundamentals of identifying and assessing audit risk.
Fundamentals of Internal Controls (A1S3)
Level 1 2 CPE
Understand the purpose and structure of internal control systems and how auditors evaluate control design and operating effectiveness.
Performing Preparation, Compilation, Review & Engagements (A1S4)
Level 1 2 CPE
Gain a practical overview of SSARS engagements — preparation, compilation, and review — and the standards governing each.
A Practical Guide to Auditing Cash and Cash Equivalents (A1S5)
Level 1 2 CPE
Apply real-world audit procedures to the cash cycle, including bank confirmations, reconciliations, and cutoff testing.
Auditing Property, Plant & Equipment (A1S6)
Level 1 2 CPE
Cover the audit procedures for PP&E, including additions, disposals, depreciation, and capitalization policies.
Auditing Accounts Payable, Accrued Expenses and Debt (A1S7)
Level 1 2 CPE
Understand the unique risks in liability-side auditing and learn procedures for testing completeness of AP, accruals, and long-term debt.
Audit Documentation Requirements (A1S8)
Level 1 2 CPE
Learn the documentation standards required by GAAS and best practices for preparing workpapers that withstand peer review.
Auditing Accounts Receivable: An Overview (A2S1)
Level 2 2 CPE
Apply confirmations, aging analysis, and allowance estimation procedures to the accounts receivable cycle.
Performing Inventory Observations (A2S2)
Level 2 2 CPE
Learn the procedures and professional judgment required for effective inventory observation and count testing.
Essentials of Audit Sampling (A2S3)
Level 2 2 CPE
Understand statistical and nonstatistical sampling approaches and how to determine appropriate sample sizes for tests of controls and substantive procedures.
Fraud Risk Assessment Basics (A2S4)
Level 2 2 CPE
Learn the auditor's responsibilities for fraud risk assessment under AU-C Section 240 and practical procedures for identifying and responding to fraud risks.
A Guide to Auditing Common Investments (A2S5)
Level 2 2 CPE
Cover audit procedures for equity securities, debt instruments, and alternative investments including valuation, classification, and disclosure testing.
Preparing and Reviewing Client Prepared Financial Statements (A2S6)
Level 2 2 CPE
Understand the auditor's responsibilities when working with client-prepared financial statements and disclosures.
Compilations, Review, and Attestation Engagements (A2S7)
Level 2 2 CPE
Deepen your understanding of SSARS compilation and review standards and the auditor's role in attestation engagements.
Performing Effective and Efficient Analytical Procedures (A2S8)
Level 2 2 CPE
Learn how to design and execute analytical procedures as both risk assessment tools and substantive tests of account balances.
Effective Techniques for Auditing Contingencies and Going Concern (A3S1)
Level 3 2 CPE
Learn to evaluate and audit contingent liabilities, commitments, and assess going concern indicators and management's disclosures.
Testing Internal Control and Reporting Deficiencies (A3S2)
Level 3 2 CPE
Move beyond identifying control weaknesses to evaluating severity, aggregating deficiencies, and communicating findings to management and those charged with governance.
Accounting for and Auditing Inventory (A3S3)
Level 3 2 CPE
Cover the accounting complexities of inventory — cost flow methods, NRV, obsolescence — alongside the procedures for testing existence, completeness, and valuation.
Reviewing Audit Workpapers (A3S4)
Level 3 2 CPE
Develop the skills to perform effective workpaper reviews — identifying deficiencies, coaching staff, and ensuring documentation meets professional standards.
Accounting and Auditing Revenue (A3S5)
Level 3 2 CPE
Apply ASC 606 concepts to audit testing of revenue recognition — including contract identification, performance obligations, and disclosure requirements.
Accounting for and Auditing Leases (A3S6)
Level 3 2 CPE
Navigate ASC 842 from an audit perspective — including right-of-use asset and lease liability testing, classification, and disclosure review.
Successful Communication (A3S7)
Level 3 2 CPE
Develop the written and verbal communication skills critical to client relationships, team collaboration, and delivering findings effectively.
Accounting for and Auditing Complex Investments (A3S8)
Level 3 2 CPE
Extend investment audit skills to complex instruments — derivatives, fair value measurements, and alternative investments requiring specialist involvement.
Performing Effective Accounting Research (A4S1)
Level 4 2 CPE
Learn to navigate the FASB Codification and authoritative guidance efficiently to resolve complex accounting questions encountered in engagements.
Audit Quality Update (A4S2)
Level 4 2 CPE
Stay current on AICPA and PCAOB audit quality initiatives, common deficiency areas, and what the latest peer review findings mean for your practice.
Audit Accounting Estimates (A4S3)
Level 4 2 CPE
Apply the updated guidance on auditing accounting estimates, including management's process, retrospective review, and specialist use under SAS 143.
SAS 134 and Other Reporting Considerations (A4S4)
Level 4 2 CPE
Understand the revised auditor's report under SAS 134 and related reporting requirements, including Key Audit Matters and emphasis-of-matter paragraphs.
Management Fundamentals (A4S5)
Level 4 4 CPE
Build the management and leadership skills needed to transition from practitioner to team leader — including delegation, performance management, and strategic communication.
Understanding and Testing General IT Controls (A4S6)
Level 4 2 CPE
Learn to identify, understand, and test general IT controls — including access controls, change management, and IT operations — and their impact on the financial statement audit.
Accounting Hot Topics (A4S7)
Level 4 2 CPE
Stay current on emerging and complex accounting issues — including recent FASB ASU activity, practice issues, and frequent areas of misapplication.
Evaluating Sufficiency and Appropriateness of Audit Evidence (A5S1)
Level 5 2 CPE
Develop the professional judgment skills to evaluate whether audit evidence obtained is sufficient and appropriate to support the audit opinion.
Effective Communications with Management and Those Charged with Governance (A5S2)
Level 5 2 CPE
Master the audit communication requirements under AU-C 260 and 265 and develop the skills to deliver findings with clarity and professionalism.
Coaching Skills for Managers and Supervisors (A5S3)
Level 5 4 CPE
Build the coaching and feedback skills that distinguish exceptional managers — including structured coaching conversations, performance support, and developing staff potential.
Critical Conversations: Having the "Hard to Have" Discussions (A5S4)
Level 5 2 CPE
Learn a framework for navigating difficult conversations at work — including performance issues, conflict, and high-stakes client situations.
Using the Work of a Specialist and Internal Audit (A5S5)
Level 5 2 CPE
Understand the standards governing the use of management's specialists, auditor's specialists, and internal audit functions as part of the external audit.
Accounting and Auditing Credit Losses Under ASC 326 (A5S6)
Level 5 2 CPE
Apply the CECL model (ASC 326) from both an accounting and audit perspective — including model evaluation, data inputs, and disclosure review.
Quality Management and Peer Review (A5S7)
Level 5 2 CPE
Understand SQMS 1 and SQMS 2 requirements, how they affect firm-level quality management systems, and what peer reviewers are looking for.