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Title : Benefits and Best Practices for Telework

Instructors :  Alex Romero

Prior to the COVID-19 pandemic, telework in state and local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work and are reevaluating hiring practices to offer more telework and hybrid work options, not simply as a result of an emergency. This course will review various telework options and best practices for success.

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Field(s) of Study: Business Management & Organization

NASBA Approved

Basic Level

2 Hrs

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    Learning Objectives

    • Distinguish between the four different personality styles of communication.
    • Recall best practices in facilitating remote presentations.

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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Title : How to Audit: Cash

Instructors :  Jacyln Veno

Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 


Field(s) of Study: Auditing

NASBA Approved

Basic Level

2 Hrs

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    Learning Objectives

    • Recall the audit assertions applicable to the cash balance
    • Recognize the risks & threats related to the cash balance
    • Identify substantive auditing procedures that are used to obtain comfort over cash 

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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Title : Common Deficiencies in SSARS Engagements

Instructors :  Melisa Galasso

While SSARS 21 has been around for nearly a decade, preparation, compilation and review engagements continue to be a hot topic for peer review. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases.

Key Topics:

*  Compilation and review engagements

*  Peer review

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Field(s) of Study: Auditing

NASBA Approved

Basic Level

4 Hrs

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    Learning Objectives

    • Describe common deficiencies identified in peer review
    • Identify methods to improve quality
    • Recognize root causes of noncompliance

    Level

    Basic

    Prerequisites

    Experience with compilation and review engagements

    Advanced Preparation

    None

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Title : The Current and Future Landscape of Audit Technology

Instructors :  Peter Zender

Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you’ll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession.


Field(s) of Study: Information Technology

NASBA Approved

Basic Level

2 Hrs

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    Learning Objectives

    • Identify the latest audit technologies and tools available in the marketplace.
    • Identify advancements in data analytics, artificial intelligence (AI), and automation that are transforming the audit process.
    • Recognize the benefits and challenges of integrating these technologies into their firm’s audit practice.

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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Title : Best Practices: Audit Workpapers & Proper Documentation

Instructors :  Jacyln Veno

AU-C Section 230 requires that auditors maintain sufficient audit documentation throughout the engagement. Audit documentation is essential, as it serves as the evidence that auditors performed appropriate procedures to support their opinion on the financial statements. This course will cover the basis and best practices of audit workpapers and proper audit documentation, as well as the common deficiencies in audit documentation. 


Field(s) of Study: Auditing

NASBA Approved

Basic Level

2 Hrs

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    Learning Objectives

    Identify common deficiencies in audit documentation on engagements

    Recall the documentation requirements of audit workpapers from AU-C 230

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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Title : Deep Dive into Quality Management

Instructors :  Melisa Galasso

Quality management will have a big impact on CPA firms. This course will cover both SQMS 1 and 2 as well as the related engagement level standards (SAS 146 and SSARS 26). The new standards will require a risk-based approach to quality management as well as the documentation of an information & communication process. SQMS 1 is required to be implemented at all accounting firms by December 15, 2025 but due to the size of the effort, firms should start their implementation process ASAP. SQMS 2 covers the appointment and eligibility of the engagement quality reviewer and the performance of the reviews. SAS 146 addresses the specific responsibilities of the auditor regarding quality management at the engagement level for an audit of financial statements and the related responsibilities of the engagement partner. SSARS 26 amends AR-C Sections to be consistent with these new standards. This two hour class will provide a deep dive into what you need to know to start your implementation process!

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Field(s) of Study: Auditing

NASBA Approved

Intermediate Level

2 Hrs

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    Learning Objectives

    • Recall the components of quality management under SQMS 1
    • Describe the objective of an engagement quality review under SQMS 2
    • Identify the specific responsibilities of the auditor regarding quality management under SAS 146
    • Recall the responsibilities of the engagement partner in SSARS engagements

    Level

    Intermediate

    Prerequisites

    Experience with and knowledge of SQM Standards, SAS 146 and SSARS 26

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Title : 2025 Oregon Specific Ethics Update

Instructors :  Melisa Galasso

Oregon may no longer require a specific ethics course for annual CPA license renewal, but understanding the rules governing the profession is still essential. This course provides a thorough review of the Oregon Administrative Rules (OAR) and Oregon Revised Statutes (ORS) that directly impact Oregon CPAs, equipping you with the knowledge to stay compliant and uphold professional standards. 

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Field(s) of Study: Regulatory Ethics

NASBA Approved

Update Level

2 Hrs

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    Learning Objectives

    • Recall OAR and ORS rules impacting CPAs

    Level

    Update

    Prerequisites

    Prior experience with the Code of Professional Conduct & Oregon statutes and regulations

    Advanced Preparation

    None

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Title : Common Deficiencies in Employee Benefit Plan Audits

Instructors :  Peter Zender

Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues.


Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance.


Field(s) of Study: Auditing

NASBA Approved

Intermediate Level

2 Hrs

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    Learning Objectives

    • Recognize the most common errors in employee benefit plan audits as highlighted by recent Department of Labor studies and their implications for audit quality.
    • Identify root causes of common deficiencies, consequences, and practical solutions for improvement.
    • Identify actionable strategies for improving audit execution, including better planning, documentation, and testing.
    • Recognize how peer review processes, specialized training, and regulatory tools can mitigate deficiencies and elevate overall audit quality.

    Level

    Intermediate

    Prerequisites

    Prior experience with audits of EBPs

    Advanced Preparation

    None

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Title : Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds (CSLFRF)

Instructors :  Alex Romero

Obligating Coronavirus State and Local Fiscal Recovery Funds (SLFRF) by December 31, 2024 is essential to ensure a recipient does not have to return funds to the Treasury. There are a number of requirements to properly obligate SLFRF funds and opportunities to make changes to projects after the obligation deadline. In this course, we will define what an obligation is under SLFRF, review guidance from the Treasury, learn how to meet the SLFRF obligation deadline in multiple areas, and identify when changes can be made to estimates, contracts, and subawards after the obligation deadline.


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Field(s) of Study: Finance

NASBA Approved

Basic Level

1 Hrs

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    Learning Objectives

    • Recall the definition per the obligation IFR and the SLFRF FAQs, Section 17
    • Identify how recipients can meet the SLFRF obligation deadline
    • Indicate when a change can be made to a project after the obligation deadline

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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Title : Common Yellow Book and Single Audit Deficiencies

Instructors :  Melisa Galasso

This course will review focus areas for peer review of Single Audits and Yellow Book engagements. We discuss the requirements for major program determination, testing compliance, testing internal controls over compliance, sampling, and reporting for Single Audits. We also address Yellow Book CPE and independence requirements. In addition to providing an overview of the common deficiencies and key trends identified by the AICPA, this course will also provide best practices for how entities can properly perform procedures in these areas. 


Field(s) of Study: Auditing Governmental

NASBA Approved

Intermediate Level

4 Hrs

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    Learning Objectives

    • Recognize CPE requirements for Yellow Book engagements 
    • Perform a major program determination compliant with the Uniform Guidance 
    • Properly identify internal controls over compliance 
    • Identify compliance requirements in the Uniform Guidance 
    • Recognize the control risk and internal controls over compliance 
    • Identify the reporting requirements for Single Audits 
    • Properly perform sampling under the Uniform Guidance 
    • Recognize common audit deficiencies 
    • Recognize the independence requirements for Yellow Book

    Level

    Intermediate

    Prerequisites

    Prior experience with GAGAS and Uniform Guidance 

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