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CPE + Events Catalog

Showing 67 All CPE & Events Results

2024 Annual Update for Accountants & Auditors (4 hours)

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Online

4.0 Credits

Member Price: $239

This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 What's Going on at the AICPA (4 hours)

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Online

4.0 Credits

Member Price: $129

The AICPA's Auditing Standards Board has several large projects that will be impacting entities in the near future. We'll take a deep dive into the changes related quality management as well as group audits. We'll also review common audit deficiencies. This course will keep auditors up to date on the work of the ASB. 

Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (1 hour)

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Online

1.0 Credits

Member Price: $39

The AICPA issued new Quality Management Standards that require all accounting firms that perform audit, review, compilation, attestation, and agreed-upon procedures engagements to comply with the enhanced Quality Management Standards by December 15, 2025. The most significant change in the new Quality Management Standards is the requirement that firms identify and assess quality risks specific to their practices and then design and implement responses to each identified quality risk. This program will help you understand the new Quality Management Standards, provide practical guidance for adoption, and respond to the requirements of the new Quality Management Standards.

2024 What's Going on at the AICPA (4 hours)

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Online

4.0 Credits

Member Price: $129

The AICPA's Auditing Standards Board has several large projects that will be impacting entities in the near future. We'll take a deep dive into the changes related quality management as well as group audits. We'll also review common audit deficiencies. This course will keep auditors up to date on the work of the ASB. 

Ask About QM Series (1 hour)

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Online

1.0 Credits

Quality management (QM) implementation Q&AsThe fast-paced and interactive QM series offers condensed, high-impact Q&As and live participant-driven discussions on focused topics that change each session. You will get practical answers to your specific QM implementation questions to support effective QM implementation within your organization.This series is free for OSCPA members. 

Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (1 hour)

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Online

1.0 Credits

Member Price: $39

The AICPA issued new Quality Management Standards that require all accounting firms that perform audit, review, compilation, attestation, and agreed-upon procedures engagements to comply with the enhanced Quality Management Standards by December 15, 2025. The most significant change in the new Quality Management Standards is the requirement that firms identify and assess quality risks specific to their practices and then design and implement responses to each identified quality risk. This program will help you understand the new Quality Management Standards, provide practical guidance for adoption, and respond to the requirements of the new Quality Management Standards.

New Quality Management Standards: A Practical Approach to Risk Assessment and Response (2 hours)

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Online

2.0 Credits

Member Price: $125

Create a robust QM system based upon your firm's needs (bold) Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm's circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses - policies and procedures - to the quality risks facing the firm.

New Quality Management Standards: Resources – Expectations for Firms and Engagement Partners (1 hour)

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Online

1.0 Credits

Member Price: $75

Leverage resources for optimal QM performance (bold) Managing a firm's resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm - but the system needs to use and leverage resources effectively. In this webcast, you'll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources - human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements. These revised standards strengthen an engagement partner's responsibilities for quality management at the engagement level and may positively change aspects of corporate culture. Second in a four-part webcast series (bold) This is the second webcast in a four-part series on the Auditing Standard Board's (ASB) new quality management standards. You'll take a deep dive into the resource component of the ASB's Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital), and the engagement partner's responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards (ital). Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec. 8, 2022, at 2pm ET.

New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes (1 hour)

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Online

1.0 Credits

Member Price: $75

Boost quality management through improved processes (bold) With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed. The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness. Third in a four-part webcast series (bold) This is the third webcast in a four-part series on the Auditing Standard Board's (ASB) new quality management standards. In this webcast, you'll take a deep dive into the monitoring and remediation component of the ASB's Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital). Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec. 13, 2022, at 2:00pm ET.

QM Conversations: Standards – Documentation (2 hours)

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Online

2.0 Credits

Member Price: $125

Accurate documentation is a cornerstone of quality management This "QM Conversation" offers participants a detailed framework for documenting their QM systems. With guidance from the subject matter expert, attendees will learn techniques to organize, maintain, and update QM documentation, enabling consistent recordkeeping and streamlined compliance. The webcast also includes hands-on exercises to create effective documentation templates, focusing on capturing essential information without unnecessary complexity. Included with your registration Documentation, peer review and the QM standards Tuesday, August 12 1:00 - 2:00pm ET 1 CPE Credit

New Quality Management Standards: Bringing It All Together – Exploring All Components of a Quality Management System (1 hour)

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Online

1.0 Credits

Member Price: $75

Pull together all components for an effective and tailored QM system (bold) For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies. The revised QM standards are designed to emphasize firm leadership's responsibility for proactively managing quality, strengthening a firm's monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm. To succeed under these new standards, you'll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice. Fourth in a four-part webcast series (bold) This is the fourth webcast in a four-part series on the Auditing Standard Board's (ASB) new Quality Management Standards and looks at how to create an effective QM system. You'll take a deep dive into aspects of the ASB's Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital). Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec.15, 2022, at 2:00pm ET.

Ask About QM Series (1 hour)

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Online

1.0 Credits

Quality management (QM) implementation Q&AsThe fast-paced and interactive QM series offers condensed, high-impact Q&As and live participant-driven discussions on focused topics that change each session. You will get practical answers to your specific QM implementation questions to support effective QM implementation within your organization.This series is free for OSCPA members. 

Ask About QM Series (1 hour)

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Online

1.0 Credits

Quality management (QM) implementation Q&AsThe fast-paced and interactive QM series offers condensed, high-impact Q&As and live participant-driven discussions on focused topics that change each session. You will get practical answers to your specific QM implementation questions to support effective QM implementation within your organization.This series is free for OSCPA members. 

QM Conversations: Peer Review (2 hours)

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Online

2.0 Credits

Member Price: $125

Transitioning from quality control (QC) standards to quality management (QM) standards. This webcast will focus on peer reviews, covering the changes from QC to QM standards and how to implement them. Peer reviews are critical to QM compliance, allowing for independent evaluation and improvement of QM systems. You can gain insights on: Preparing for peer review Understanding expectations Responding to feedback The subject matter expert will address common peer review findings and offer strategies for continuously improving QM practices based on the peer review results. You will gain the confidence and resources needed to conduct and respond to peer reviews effectively, reinforcing the firm's commitment to quality.

2025 Governmental Auditing Update: Yellow Book & Uniform Guidance (3 hours - morning) - Webcast Replay

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Online

3.0 Credits

Member Price: $105

This course provides a concise update on key changes in governmental auditing. We'll review the 2024 Yellow Book updates, including the shift from quality control to quality management, key audit matters, and implementation timelines. For Single Audits, we'll cover the 2024 Uniform Guidance updates, the 2025 Compliance Supplement, GAO reports on improper payments and fraud, the Financial Data Transparency Act (FDTA), and recent Department of Education guidance on related parties. Stay informed on critical standards and updates to ensure compliance and audit quality. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

Annual Update for Accountants and Auditors with Audit Technology Hot Topics - Webcast Replay

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Online

8.0 Credits

Member Price: $315

While the pace of FASB's standard-setting has slowed in recent years, the standards that have been issued will be impactful for many organizations. This course will begin with a review of standards effective in 2025 for public, private, and nonprofit organizations. From there, we'll explore upcoming standards, FASB exposure drafts, and ongoing projects to ensure you're prepared for what's next in financial reporting. The second half of the course will shift focus to developments at the AICPA. From quality management to ethics standards and the talent pipeline, there's no shortage of activity. We'll start with a detailed look at the quality management standards effective this year and their impact on firms, including changes to the Peer Review Program. Next, we'll cover essential ethics standards and the latest SSARS updates. We'll also examine common deficiencies in employee benefit plan (EBP) audits and discuss the initiatives of the National Pipeline Advisory Group.

Surgent's Annual Accounting and Auditing Update

Available Until

On-Demand

8.0 Credits

Member Price: $159

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Surgent's Annual Accounting and Auditing Update

Available Until

On-Demand

8.0 Credits

Member Price: $199

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Surgent's Annual Auditing Update (4 hours)

Available Until

On-Demand

4.0 Credits

Member Price: $79

Designed for accounting, audit, and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of the recent pronouncements and guidance issued by the AICPA related to audit and attest standards, including a discussion of SAS 142, effective for 2022 audits, and SASs 143-145, effective for 2023 audits. The course also covers recent activity by the AICPA's Professional Ethics Executive Committee related to the AICPA's Code of Professional Conduct, as well as proposed updates to the AICPA's quality management standards. Lastly, the course will provide an update on the status of the AICPA's enhancing engagement quality initiatives. The course is a one-stop shop to get you up to speed on recently issued AICPA guidance.

Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (4 hours)

Available Until

On-Demand

4.0 Credits

Member Price: $79

With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor's assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity's internal control. Now is time to revisit the way that auditors are performing and documenting the work performed to meet professional standards since nonconforming engagements can result in an auditor's referral to the AICPA Ethics Committee. There have not been significant changes to quality control standards since 2006. In June 2022, two new statements on quality management were issued. Another statement was issued recently to incorporate the changes to the Group Audit Standard (SAS 149). A related audit standard on engagement quality, SAS 146, and an accounting and review service standard, SSARS 26, were also issued. These changes are substantive. They are effective for years beginning after December 15, 2025. This course will discuss the new standards. This course will also focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements and best practices. The objective of the course is to provide the insights necessary to help an auditor improve not just the quality of their work but also the perception of the accounting profession as a whole.