Comprehensive Training Solutions
Below is a sampling of the technical accounting, auditing, and professional development topics offered.
Many topics are available in different lengths and courses can be customized or combined to meet your organization’s specific needs. If you are not sure where to begin, contact us for assistance with a needs assessment. We can talk about your organization’s objectives and design a learning plan that meets your needs.
Government & Nonprofit A&A
Accounting
Auditing
Employee Benefit Plans
Government Internal Operations
Innovation & Technology
Leadership & Professional Essentials
Staff Level Training
Ethics
Government & Nonprofit A&A (YB 24)
Nonprofit Accounting Update
Our Nonprofit Accounting Update can include:
- Recent ASUs
- International Nonprofit Accounting Standards (INPAS)
- Common Deficiencies
- Programmatic Investments
- Contribution Accounting
- Endowments
Single Audit Update
In our Single Audit Update, we can discuss:
- New Compliance Supplement
- Recent Changes
- Fraud Schemes
- AICPA/GAO Reports
Introduction to Nonprofit and Governmental Accounting and Auditing
New to Yellow Book audits?
Let’s discuss the basics:
- Intro to Government Accounting
- Intro to NFP Accounting
- Intro to Yellow Book
- Intro to Single Audit
Governmental Accounting Update
Our Governmental Accounting Update can include:
- GASB Issued
- GASB Effective
- GASB Down the Pike
- GASB Projects
Single Audit Workshop
Our Single Audit Workshop is a highly interactive, case-based course. You select a program and we can include any number of case studies below.
- Major Product Determination (MPD) Case Study
- Risk Assessment Case Study
- Internal Control Over Compliance (ICOC) Case Study
- Compliance Testing Case Study
- Reporting Case Study
Yellow Book Independence
This topic discusses:
- Yellow Book Independence
- Comparison of AICPA to Yellow Book Rules
Yellow Book Update
Looking for a Yellow Book Update?
This topic includes:
- Recent Changes
- Common Deficiencies
Common Deficiencies
Our Common Deficiencies topic explores:
- Sampling for Single Audit
- Internal Controls over Compliance
- Compliance Testing for Single Audits
- Major Program Determination
- Single Audit Reporting
- Single Audit Risk Assessment (SAS 148)
- Yellow Book CPE
- Yellow Book Independence
- Yellow Book Reporting
Nonprofit Governance
Effective governance for nonprofit success includes:
- Money Matters for Nonprofits – Accounting Basics for Boards & Non-Accountants
- Full & Half Day Workshops on Financials and Governance
- Board Members duties and best practices for board operations
- Regulatory & Compliance requirements for nonprofits
Accounting
FASB Update
Looking for expert insights on the latest FASB Accounting Standards Update?
Our FASB Update includes:
- New ASUs issued in the current year
- ASUs effective in the current year
- ASUs coming down the pike
The Big 3 - Rev Rec, Leases, CECL
Further Explore the Big 3 – Rev Rec, Leases, CECL:
- Deficiencies found in peer review
- Post Implementation Review
- Recently issued amendments
Auditing Complex Accounting Topics
Explore how to audit complex account topics like:
- Software
- Fair Value
- Financial Instruments / Alternative Investments
- Business Combinations
- Goodwill & Intangibles
- Stock Compensation
- Foreign Currency
Private Company Reporting
Private Company Financial Reporting topics can include:
- ASUs from the Private Company Council
- AICPA’s Financial Reporting Framework for Small & Medium Entities (FRF for SMEs)
- IFRS for SMEs and Micro Organizations
- Accounting Update for Small Businesses
Complex Accounting Topics
Explore various complex areas of GAAP, including:
- Software
- Fair Value
- Financial Instruments / Alternative Investments
- Business Combinations
- Goodwill & Intangibles
- Stock Compensation
- Foreign Currency
Hot Topics in Accounting & Auditing
Here are some Hot Topics that you may be interested in:
- Intro to Environmental, Social & Governance (ESG)
- Accounting for Crypto (ASU 2023-08)
- Accounting & Attestation for ESG
- Auditing Digital Assets
Special Purpose Frameworks (OCBOA)
Dive into Special Purpose Frameworks like:
- Cash Basis
- Modified Cash Basis
- Disclosures for SPFs
Auditing
AICPA Update
Explore the work of the AICPA by selecting topics like:
- Recently Issued SAS, SSARS, SSAEs
- Exposure drafts of ASB & ARSC
- Quality Management
Audit Documentation - How To's
Learn about the requirements of AU-C 230:
- Requirements of AU-C 230
- Common workpaper deficiencies
- Best practices for audit documentation
Hot Topics - ESG/Crypto
Learn more about the audit side of ESG and Crypto Issues:
- Types of engagements CPAs can perform on ESG related items
- Current projects of the AICPA regarding ESG
- Audit considerations for cryptocurrencies
Internal Controls
Learn more about internal controls:
- COSO
- Green Book
- Control Self Assessments
- Leveraging Internal Control Frameworks
- Internal Controls for Single Audits
- Documenting internal controls
- Documenting internal control walkthroughs
- Testing internal controls
- ICFR vs ICOC
Risk Assessment - How Tos
Cover the how-to’s of risk assessment, including:
- Introduction to audit risk model
- Changes to risk assessment requirements (SAS 145/148)
- Impact on audit methodology
- Risk assessment procedures
- Common Deficiencies in Risk Assessment
- Application based risk assessment case studies
Common Deficiencies
We can cover a wide range of audit deficiencies and best practices/reminders including.
- Common deficiencies & best practices of risk assessment
- Common deficiencies & best practices of analytical procedures
- Common deficiencies & best practices of audit sampling
- Common deficiencies & best practices of group audits
- Common deficiencies & best practices in SSARS engagements
Fraud
We offer a variety of ways to incorporate fraud training for your team.
- Examples of common fraud schemes
- Preventative measures to deter fraud
- Red flags and trends of fraud
- Recent fraud in the news
- Data from the most recent ACFE Report to the Nations
- Responsibility of the auditor with respect to fraud
- Requirements of AU-C 240
- Audit techniques to address identified fraud risks effectively
- Documenting, communicating, and escalating fraud findings
Sampling - How Tos
We cover the basic requirements of a sampling plan, including:
- MUS Sampling
- When is sampling required
- Sampling for Single Audits
- Key elements of sampling plan
- Sampling for tests of details
- Sampling for internal controls
Quality Management
The Quality Management Suite of Standards are here. Pick and Choose Your Level of Detail.
- Firm Wide Standards
- SQMS 1
- SQMS 2
- SQMS 3
- Engagement Level Standards
- SAS 146
- SSARS 26
- SSAE 23
- From deep dives for your partner group to high level overviews for your staff.
Prep, Comp, Review
Preparation, Compilation, and Review engagements, while less in scope than an audit, are frequent findings in peer review. Select from the topics below.
- Intro to Prep, Comp & Review Services
- Compare and Contrast Performance and Reporting Requirements
- Common Deficiencies Found in Peer Review
- Recent SSARS Standards
Employee Benefit Plans
Introduction to Audits of 401(k) and Other Employee Benefit Plans
New to Employee Benefit Plan audits?
Learn the basics, including:
- Basic available features of employee benefit plan operations and administration
- General reporting requirements for 401(k) plans
- Basic audit procedures for the statement of net assets available for benefits (plan assets and liabilities)
- Basic audit procedures for the statement of changes in net assets available for benefits (revenues and expenses)
Employee Benefit Plan Audits for Plan Sponsors
Wondering what to expect and how to prepare for an EBP audit from the plan sponsor’s perspective?
- Basic features of employee benefit plan operation and administration from a plan sponsor perspective
- Internal control environment at the plan sponsor and service providers
- How plan sponsors should prepare for your EBP audit
- Common mistakes made by plan sponsors and recommended corrections
Common Deficiencies in Employee Benefit Plans
Review common deficiencies in EBPs, including:
- Common errors in employee benefit plan audits
- Root causes of common deficiencies, consequences, and practical solutions for improvement.
- Strategies to improve audit quality through planning and documentation
EBP Update: Standards, Compliance, and Best Practices
We can cover key regulatory changes including:
- Key provisions of the SECURE 2.0 Act and their implications for employee benefit plan (EBP) audits
- New accounting and auditing standards issued and effective in recent years that impact EBP audit procedures and risk assessment.
- Insights from the latest Department of Labor findings
Government Internal Operations
Budgeting
A strong understanding of governmental budgeting is necessary for sustainability.
- Introduction to budgeting
- Understanding the 4 W’s in Budgeting
- Capital Improvement Plan
- Budget Communication
- Long-Term Planning & Reserve Amounts, Strategies for Sustainability
- Participatory Budgeting
- Politics in Budgeting
- Technology and Innovation in Budgeting
Public Sector Leadership
Effective leadership builds strong government operations. We can include topics like:
- How to Get Public, Internal, and Elected Official’s Support
- Leading with Accountability: Enhancing Transparency and Public Trust
- Strengthening the Talent Pipeline in the Public Sector
- How to Lead Civic Engagement
Governance
Looking to strengthen your governance?
- Public Procurement
- Public Sector Fraud
- Developing and Implementing Effective Financial Policies and Procedures
Innovation & Technology
Technology Change Acceptance
Accepting technology change can be difficult. Learn how to foster acceptance among both employees and clients, including:
- Methods for identifying organization (and personal) technology needs using the Strategic Alignment Model (SAM)
- Employee roadblocks to technology usage using the Technology Acceptance Model (TAM)
- Employee technology adoptor personality types and strategies to mitigate team conflict and quality work risks
- Customer and user technology adoptor categories and influencing factors from the Diffusion of Innovation Theory
The Current and Future Landscape of Audit Technology
Need some guidance on the current and future landscape of audit technology?
- The latest audit technologies and tools available in the marketplace
- Challenges and decisions when integrating these technologies into an organization or personal work use
- Where audit technology may be going in the near future
The Risks of Artificial Intelligence in Accounting and Auditing
Curious about the risk of artificial intelligence in accounting and auditing? We can include topics like:
- How overreliance on AI and technology can lead to deterioration of skill (the paradox of augmentation) and strategies to implement AI and technology in a way that complements rather than replaces development
- How overreliance can reduce work quality, and exercises to identify and prioritize work that makes sense for AI and technology integration
- Key technology risk factors that can lead to data vulnerabilities and strategies to prevent security breaches
- How data generated by AI and new technologies can be interpreted incorrectly or misused, and strategies to mitigate biases in data
Leadership & Professional Essentials
Leadership & Professional Essentials
New to leadership? Looking for professional essentials?
- Exploring the 10 Types of Leadership: Styles and Strategies for Success
- Successful Leadership Skills in an Ever-Changing World
- Mastering Leadership: Essential Skills for Success
- Strategic Networking: Building Meaningful Connections
Workplace Leadership and Team Development
Interested in attracting, developing, and retaining top talent? Explore strong leadership training:
- Building a Future-Ready Workplace: Attracting, Engaging, and Retaining Younger Talent
- Engage and Thrive: Cultivating a Welcoming, Positive Environment
- Leading and Developing Younger Team Members
- Leading Your Team Through Development Gaps to Future Success
- Delegation as an Art, Let Go of Control
- Successful Hybrid and Remote Teams
Well-Being & Wellness
Learn how to prioritize well-being and wellness.
- Overcoming Perfectionism and Imposter Syndrome: Building Confidence to Own Your Success and Lead Authentically
- Managing Stress and Enhancing Well-Being for Accounting Professionals
- Work-Life Integration: Strategies for a Fulfilling Career and Personal Life
- Harnessing Technology for Work-Life Balance – apps and tools that reduce workload stress
- The Power of Saying No: Setting Boundaries with Clients and Teams
- Self Care & Mindfulness: Core Leadership Competencies
- Confidence, Mindset & Grit – Bringing it Together for Success
Business / Power Skills
Business and power skills are essential to any business. Explore topics like:
- Conflict Management
- Creating a coaching culture
- Emotional Intelligence
- Providing Effective Feedback
- Project Management
- Public Speaking
Future of the Profession
Curious about the future of the profession?
- Navigating the Future of the CPA Profession: Mobility, Licensing, and Strengthening the Talent Pipeline
- Innovation & Change: The Future of the CPA Profession
Sales / Business Development
Sales and business development explores:
- Identifying Value Added Services
Staff Level Training
Level 1 - New Staff
Looking for Training for New Hires (or interns)? Our Level 1 Training is methodology agnostic and builds a strong foundation (and it’s customizable to your staff!)
- Auditing Cash
- Auditing Inventory
- Auditing Expenses & Payables
- Auditing PP&E
- Ethics & Professional Skepticism
- Internal Controls
- Risk Assessment
- Audit Documentation
Level 4 - Experienced Seniors
Looking for Training for Experienced Seniors? Our training includes advanced technical A&A topics, plus leadership & soft skills (and it’s customizable to your staff!)
- Risk assessment and internal controls
- Reviewing workpapers, planning, and identifying value added services
- Group presentation practice
Level 2 - Experienced Staff
Looking for training for Experienced Staff? Our training is methodology agnostic and solidifies more complex, technical skills (and it’s customizable to your staff!)
- Auditing Revenue & Receivables
- Auditing Prepaid Expenses
- Auditing Investments
- Auditing Accounting Estimates
- Walkthroughs
- Walkthrough on Revenue Cycle
- Professionalism with client communication
- Preparation, Compilation, & Review Engagements
Level 3 - New Seniors
Looking for Training for New Seniors? Our training focuses on supervision and review responsibilities (and it’s customizable to your staff!)
- Sampling
- Journal Entry Testing
- Sufficiency & Appropriateness of Audit Evidence
- Analytical Procedures
- Delegation & Project Management
- Auditor’s Specialist
- Auditing Contingencies & Going Concern
- Fraud Trends
Ethics
AICPA Regulatory Ethics
Learn about what’s going on at the Professional Ethics Executive Committee (PEEC). We can include:
- Recent Interpretations
- Exposure Drafts
- Common Deficiencies
State Specific Ethics
Looking for state-specific ethics?
We can cover the following:
- AICPA Regulatory Ethics (VBOA Approved)
- Governmental Ethics (VBOA Approved)
- Arizona Ethics
- Oregon Ethics
- AICPA & NYS Ethics (NYS Approved)
- AICPA & GAGAS Ethics (NYS Approved)
- Approved for Ohio Ethics
- Applying for Georgia Approval
Contact us for a state not listed and we’ll see if we can help!
Yellow Book Ethics
Yellow Book Ethics rules are different from AICPA Rules. We can review:
- GAGAS Ethics and Independence
- Comparison of AICPA and GAGAS Independence Rules
Behavioral Ethics
Behavioral ethics can explore topics like:
- Ethics for AI
- Ethical Decision Making
- Ethical Case Studies
Regulatory Ethics Comparisons
Compare and contrast the rules for various standard setters. You can pick from:
- AICPA
- DOL
- SEC
- PCAOB
- GAGAS
