Download learning solutions for firms and organizations

CHECKPOINT LEARNING®
TRAINING
ON-DEMAND, VIRTUAL AND ON-SITE GROUP SOLUTIONS | CONSULTING | LEARNING MANAGEMENT
LEARNING
LEARNING SOLUTIONS
SOLUTIONS FOR
FOR
FIRMS
FIRMS AND
AND ORGANIZATIONS
ORGANIZATIONS
SPRING 2017
SPRING 2017
New Revenue Recognition Training (pgs. 11, 13)
CL.TR.COM
FIRM AND ORGANIZATION TRAINING CATALOG
DIRECTORY
SPRING 2017
CERTIFICATE PROGRAMS
Tangible Property Certificate Program........................................5
Retirement Planning Certificate Program...................................5
Tax Fundamentals Certificate Program.......................................6
Forensic Accounting Certificate Program....................................6
Tax Research Certificate Program................................................ 7
Health Care Reform Certificate Program.................................... 7
AUDITWATCH
AuditWatch.................................................................................... 8
AuditWatch University ................................................... 9 – 10, 13
New! Revenue Recognition and A&A Training............................... 11, 13
TaxWatch University ...............................................................12, 13
Efficiency Consulting........................................................... 14 – 15
Data Technology...................................................................16 – 17
ABOUT US
CHECKPOINT LEARNING IN-HOUSE
Checkpoint Learning® provides continuing
professional education (CPE) and training solutions
for tax, accounting and finance professionals. From
public seminars in nationwide locations to webinars,
interactive online and mobile courses and self-study
courses, professionals can choose from more than
900 titles to design a learning plan. Our mission
is to improve the productivity and profitability of
accounting, tax and corporate finance professionals
by rethinking traditional processes, leveraging
cutting-edge technology and providing the most
accurate and insightful CPE available.
Speakers............................................................................... 18 – 19
Speakers...............................................................................18 – 19
In-House Seminars............................................................ 20 – 22
ONLINE LEARNING
CPE Network...................................................................... 23 – 24
Checkpoint Learning Platform...........................................25 – 26
Checkpoint Learning Subscription Packages ...................27 – 28
Checkpoint Learning Virtual Conferences ........................29 – 32
Checkpoint Learning Webinars ......................................... 33 – 36
LearnLive Webinar Creation and Delivery..................................37
Checkpoint Learning Online Courses................................38 – 45
Learning opportunities include:
SELF-STUDY COURSES
• Annual update courses, hot topics and breaking
news, in-depth specialty titles and staff level
training programs
Self-Study Courses............................................................. 46 – 48
PPC and RIA Self-Study Courses............................................... 47
• CPE compliance tracking and learning
management for individuals and firms
Print/DVD Self-Study Courses................................................... 48
EBIA LEARNING
• Custom curriculum development, training and
consulting solutions
EBIA............................................................................................. 49
EBIA Seminars ............................................................................50
• Certificate programs providing specialized
technical expertise in key subject areas
EBIA Webinars ............................................................................50
EBIA Advanced Conference ........................................................ 51
cl.tr.com | 800.231.1860
2
Catalog code: CCADM17
WHAT’S NEW...
NEW REVENUE RECOGNITION SEMINAR
Available this year from AuditWatch is a new title, accessible
in-house and at select public seminar locations: Preparing for
ASC 606 — Revenue From Contracts with Customers.
Page 11
LOOK FOR SUBSCRIPTION, EARLY BIRD
DISCOUNTS AND QUANTITY SAVINGS
OPPORTUNITIES THROUGHOUT THE
CATALOG!
2017 LIVE EVENT SCHEDULES
Go ahead and plan your learning year!
AuditWatch public seminars:
See page 13.
Checkpoint Learning Webinars through July 2017:
See pages 34 – 36.
PREMIER AND PREMIER PLUS
Look for the green icon for information on what products are included
with the Premier Plus and Premier CPE Packages or what discounts
apply to select product lines for subscribers. Applies at various
levels to Gear Up, AuditWatch, Checkpoint Learning webinars, online
courses and downloadable self-study courses. Details: page 28.
EBIA seminars, webinars and annual conference:
See pages 50 – 51.
EARLY BIRD DISCOUNT
Look for this orange icon for information on what Early Bird offers
apply to select product lines. AuditWatch details: pages 9 – 13.
QUANTITY DISCOUNT
Look for the blue icon for information on what quantity discount offers
apply to select product lines. Checkpoint Learning webinars and printbased self-study based on PPC Guides both have quantity discount
offers available. Details: pages 34 – 36 and 47.
Catalog publication April 2017. CPE accreditation information, including NASBA, QAS Self Study, IRS, CFP and CTEC, can be found by product line inside this
catalog and in more detail at cl.tr.com.
CONTACT US
General Information and Sales:
Checkpoint Learning (Learning Management,
Subscription Packages, Online Courses, Webinars,
Self-Study Courses), AuditWatch Public Seminars, Gear Up
cl.tr.com
800.231.1860
AuditWatch Consulting and In-House Training
cl.tr.com
800.775.9866
Checkpoint Learning In-House Seminars, Customized Webinars
cl.tr.com/h
800.387.1120
Customer Service and Product Support:
support.rg.tr.com
800.431.9025 (Monday – Friday 8:00 a.m. – 6:00 p.m. CT)
Custom Online Course Development
Chris Horne: 301.545.4426
Catalog code: CCADM17
3
cl.tr.com | 800.231.1860
CHECKPOINT LEARNING®
CERTIFICATE-GRANTING PROFESSIONAL PROGRAMS
FOR MORE INFORMATION, VISIT CL.TR.COM/GETCERTIFICATE OR CALL 800.231.1860
CERTIFICATE PROGRAMS
Tangible Property
Meet the demand for diligence and expertise associated
with the tax treatment of assets. Page 5
Retirement Planning
Help your retirement-age clients build the best next
stage of their lives. Page 5
Tax Fundamentals
Develop a stronger, smarter tax team that understands
the concepts behind tax form completion. Page 6
Forensic Accounting
Increase practice development and career opportunities
related to fraud and forensic accounting. Page 6
Tax Research
Empower with foundational tax research knowledge to
ensure consistency and accuracy every time. Page 7
Health Care Reform
Increase your client consulting and revenue opportunities
related to health care reform legislation. Page 7
Tax and accounting professionals are required to be knowledgeable about a wide range of very technical
topics. If they aren’t, it can cost time, money and client confidence. That’s why we developed Checkpoint
Learning Certificate Programs. Offered in online and webinar blended learning formats, these programs can
be completed on your timeline and are a great way to earn CPE and gain specialized technical expertise in key
subject areas. Checkpoint Learning Certificate Programs deliver much more than specialized knowledge — they
also deliver the peace of mind that comes with knowing that you and your staff have what it takes to handle
the complex practice areas.
800.231.1860
cl.tr.com/getcertificate
CERTIFICATE PROGRAMS
TANGIBLE PROPERTY
CERTIFICATE PROGRAM
Confidently Advise Clients on Tangible Property Dilemmas
The treatment of fixed assets is critical in every
business. A thorough understanding of the IRS’ Final
Property Regulations minimizes the risk of making
mistakes on clients’ tax returns or giving improper
advice. Confidently advise clients and expand your
business in this realm with the Checkpoint Learning
Tangible Property Certificate Program. Access all the
information you need to fully understand tangible
property regulations in one place and for one low
price. Distinguish between standalone assets and
component parts of assets. Learn about the lifecycle
of an asset, depreciation treatment of an asset once
it is capitalized, how to apply capital gain and loss
guidance upon disposal of an asset and more.
Access everything you need to fully understand
tangible property regulations in one place.
$499 | 31 CPE credits
RETIREMENT PLANNING
CERTIFICATE PROGRAM
Help Clients Build a Better Future
Currently, just 13% of Americans are ages 65 and
older. By 2030, that number will increase to 18%
— and so will the need for retirement planning
services. Help clients plan for the next best stage of
their lives with the Checkpoint Learning Retirement
Planning Certificate Program. You will gain a
thorough knowledge of all aspects of retirement
planning and will be positioned to help clients obtain
peace of mind and a concrete plan for their desired
retirement lifestyle. You will experience increased
client consulting and revenue opportunities and will
be armed with the expertise and tools you need to
answer any retirement planning question that comes
your way.
Catalog code: CCADM17
Is your firm serving the growing population in need
of retirement planning services?
$499 | 30 CPE credits
5
cl.tr.com/getcertificate | 800.231.1860
CERTIFICATE PROGRAMS
TAX FUNDAMENTALS
CERTIFICATE PROGRAM
Basics to Big Picture: Federal Tax Concepts
Learn what’s behind the forms for a stronger,
smarter team. A firm grasp on the fundamentals makes
for more efficient, effective tax professionals. Recent years
have seen last-minute tax legislation focused on new and
extended benefits. Knowing how these critical changes
fit into the big picture is as critical as keeping current
with new regulations. Tax practitioners are obligated to
provide their clients with the most accurate information
and advice in complying with tax reporting requirements
— which means every member of your tax preparation
team will benefit from having the general knowledge in
a broad range of tax topics provided by the Checkpoint
Learning Tax Fundamentals Certificate Program™.
Make sure your tax team is as efficient as possible
with a foundational understanding of individual,
partnership, C Corporation and S Corporation
taxation concepts and current issues.
$499 | 40 CPE credits
FORENSIC ACCOUNTING
CERTIFICATE PROGRAM
Take a Closer Look at What’s Behind the Numbers
In today’s business environment, fraud is pervasive
— so much that no entity or individual is immune
to the threat. The demand has never been higher for
forensic accounting professionals with the combination
of education, skills and experience needed to detect
and deter fraud. We have designed the Checkpoint
Learning Forensic Accounting Certificate Program™ to
ensure that you are equipped with both education and
skills that enable you to act with confidence, certainty
and authority when it comes to identifying fraud,
supporting litigation and resolving disputes.
Expand your skills and expertise, meet CPE, CFF
and CFE continuing education requirements
and increase practice development and career
opportunities.
$499 | 32 CPE credits
cl.tr.com/getcertificate | 800.231.1860
6
Catalog code: CCADM17
CERTIFICATE PROGRAMS
TAX RESEARCH
CERTIFICATE PROGRAM
Build a Solid Foundation for Your Tax Research
You know it’s vital that your staff is competent in tax
research. Unfortunately, tax research proficiency is
too often underserved by formal education programs,
leaving accountants missing key skills required to
perform tax engagements effectively. This program is
ideal for anyone wanting to improve their tax research
skills and become more efficient. The Checkpoint
Learning Tax Research Certificate™ Program helps
candidates develop foundational tax research
knowledge while earning Continuing Professional
Education credit.
Managers:
Increase your staff’s level of tax
research proficiency and ensure
consistency across your team.
Professionals:
Display your expertise to current
and prospective employers when
you add this certificate to your
resume and LinkedIn profile.
$599 | 22 CPE credits
HEALTH CARE REFORM
CERTIFICATE PROGRAM
Your Blueprint to the Affordable Care Act
The implementation of the Affordable Care Act has
left a lot of questions for tax practitioners.
It’s left a lot of questions for clients, too — only
they expect you to have all the answers. We have
designed the Checkpoint Learning Health Care
Reform Certificate Program™ to ensure that you know
the ins and outs of the new health care regulations.
Candidates will gain a higher level of confidence
when it comes to the employer and individual
mandates of the Affordable Care Act. The completed
certificate program represents competency with
legislative updates, reporting requirements, forms
and calculations, health insurance marketplaces, net
investment income tax and client consulting on both
tax and non-tax health care reform issues.
Catalog code: CCADM17
Increase your client consulting and
revenue opportunities related to
health care reform.
$499 | 27 CPE credits
7
cl.tr.com/getcertificate | 800.231.1860
AUDITWATCH
TRAINING, CONSULTING AND DATA SERVICES
TO LEARN MORE, VISIT CL.TR.COM/A
CALL 800.231.1860 FOR PUBLIC SEMINARS OR 800.775.9866 FOR OTHER OPTIONS
AuditWatch serves the audit and accounting profession by
providing leading experts to train and consult with firms that offer
auditing services.
AuditWatch Training for tax, audit and accounting staff is
available in three delivery options: public live seminars, in-house
seminars and customized training.
Plus, AuditWatch offers consulting, data services,
customized course development and more.
• AuditWatch is the recognized leader in audit productivity.
• An integrated curriculum is provided for audit professionals and CPA
firms, audit process consulting and audit technology services.
• Public live seminars offer open enrollment in major cities across
the country, while on-site, firm-specific seminars and customized
training are tailored to meet your staff development needs.
• Customized webinars and materials-only training products are also
available.
AuditWatch University, TaxWatch University and Yellow Book University are a part of AuditWatch.
AuditWatch is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. AuditWatch is approved for group live delivery method. State boards of accountancy have final authority on the acceptance
of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
nasbaregistry.org
Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information including descriptions, learning objectives and
administrative policies, visit cl.tr.com/A
AuditWatch is an IRS approved continuing education provider, and offers several courses that are eligible for credit for IRS PTIN holders (including Enrolled
Agents).
AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
AUDITWATCH UNIVERSITY
KNOWLEDGE AND SKILLS
AuditWatch University (AWU) is an integrated development curriculum that provides your firm with the knowledge and skills to advance your
professional staff. Starting with Basic Staff Training and culminating with management-level courses, AuditWatch University offers seven
progressive levels of training. Seminars are offered in over 15 locations nationwide and are also available on an in-house basis.
spent on performance of further audit procedures including tests
of details such as sampling, auditing estimates and analytical
procedures. Finally, the course includes discussions of select
technical accounting, auditing, documentation and business skills.
LEVEL 1: BASIC STAFF TRAINING
32 CPE CREDITS | AUDITING, ACCOUNTING, COMMUNICATION AND MARKETING
| BASIC
Experience: 0 – 4 months
This session helps new auditors get off to a great start by
introducing them to the auditing field, basic audit responsibilities
and keys to becoming a successful professional in public
accounting. The course includes case studies in common audit
areas typically completed by staff accountants and provides an
overview of how each area fits into the big picture.
LEVEL 3: BEGINNING IN-CHARGE TRAINING
24 CPE CREDITS | AUDITING, COMMUNICATION AND MARKETING |
INTERMEDIATE
Experience: 21 – 36 months
This session prepares auditors to take in-field responsibility for an audit
engagement. It mixes discussion with case studies to provide an in-depth
look at designing and completing the key steps in an audit, including
completing the risk assessment procedures and making appropriate risk
assessments. We include case study work on understanding, evaluating
and verifying a client’s activity level controls within key business cycles.
This session also includes modules on key business skills, including
managing an engagement, supervising individuals and reviewing files.
LEVEL 2: EXPERIENCED STAFF TRAINING
24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE
Experience: 5 – 21 months This session introduces auditors to the complete audit process
and plan. It focuses on ways for staff and senior accountants to
significantly participate in the risk assessment procedures, including
efforts surrounding internal controls. In addition, significant time is
PREMIER & PREMIER PLUS:
Subscription packages include 25% off the regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
40 hrs Premier Plus. No expiration. Details on page 28.
EARLY BIRD DISCOUNT:
Save 15% on AuditWatch public seminars! Early Bird prices shown in orange. Expires: May 15, 2017.
Catalog code: CCADM17
9
cl.tr.com/a | 800.231.1860
AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
LEVEL 4: EXPERIENCED IN-CHARGE TRAINING
LEVEL 6: DEVELOPING THE EXECUTIVE WITHIN
24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE
16 CPE CREDITS | PERSONAL DEVELOPMENT, ACCOUNTING, AUDITING | ADVANCED
Experience: 3 – 4 years
This course moves experienced auditors beyond the basics, building
upon experiences with leading engagements and providing insights
and best practices on supervising, motivating and evaluating
team members. The course covers more in-depth consideration of
advanced topics related to audit planning, designing audit programs,
considering different audit approaches and evaluating audit results.
It also provides an in-depth look at higher-level audit tasks, such as
evaluating management review controls, identifying and designing
tailored responses to fraud risks, auditing revenue transactions and
designing tests of controls.
Experience: 6+ years
This course develops individuals who consistently interact and
manage at the executive level. By learning and applying a variety
of methods, participants enhance their effectiveness as emerging
executives. Participants also explore how to increase their business
development and managerial contributions to their firms through
higher-level performance. By analyzing the concept of executive
presence, participants discover why it is such a critical component
of business success and career advancement.
WEB-BASED NEW HIRE TRAINING
“BOOT CAMP” FOR AUDIT STAFF
LEVEL 4.5: BEYOND IN-CHARGE — TAKING THE NEXT STEP
3 DAYS | 24 CPE CREDITS | AUDITING, ACCOUNTING, COMMUNICATION AND
MARKETING, PERSONAL DEVELOPMENT | INTERMEDIATE
Experience: 4 – 5 years
This course prepares experienced auditors to take the next step
in their development as engagement and firm leaders. Building
on the concepts introduced in Level 4, the course challenges
auditors to manage and champion the audit process by developing
efficient audit plans, working with clients, dealing with complex
accounting and audit issues and wrapping up engagements. Course
material also addresses review and compilation engagements,
special purpose frameworks, group audits, audit sampling, audit
confirmations and presentations.
16 CPE CREDITS | ACCOUNTING, AUDITING | BASIC
We have taken our popular AuditWatch University Level 1: Basic
Staff Training course and redesigned it to be delivered via the web.
In this course, we will use WebEx, a web-based interactive learning
platform, to lead participants through the key information they
need to succeed as new staff auditors. The course is led by an
AuditWatch instructor and combines lecture, interactive exercises
and discussion. Topics include role of the staff accountant and
scope of services, workpaper documentation and audit procedures,
introduction to the audit plan and an in-depth review of the most
common audit areas assigned to new staff, such as cash, accounts
receivable, accounts payable, inventory and more!
LEVEL 5: TAKING THE LEAD
24 CPE CREDITS | PERSONAL DEVELOPMENT, COMMUNICATION, ACCOUNTING,
AUDITING | ADVANCED
Experience: 5 – 6 years
In this course, participants enhance technical expertise and
develop critical managerial skills. In the professional development
area, participants learn results-oriented leadership skills to
better manage multiple engagements and teams. The course
also includes presentation skills, advanced communication and
negotiation, business development and career success strategies.
In the technical expertise area, participants become more familiar
with advanced audit issues and learn tips for reviewing audit work,
developing the audit strategy and reporting.
PUBLIC SEMINAR:
November 8 – 9, 2017
9:00 a.m. – 5:00 p.m. CST | $379 per attendee
Call us at 800.231.1860 for more information.
IN-HOUSE:
$6,995 for first 10 participants, $295 per person for additional
participants.
Call us at 800.775.9866 for more information.
PREMIER & PREMIER PLUS:
Subscription packages include 25% off the regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
40 hrs Premier Plus. No expiration. Details on page 28.
EARLY BIRD DISCOUNT:
Save 15% on AuditWatch public seminars! Early Bird prices shown in orange. Expires: May 15, 2017.
cl.tr.com/a | 800.231.1860
10
Catalog code: CCADM17
AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
REVENUE RECOGNITION AND A&A TRAINING
PREPARING FOR ASC 606 — REVENUE FROM
CONTRACTS WITH CUSTOMERS
THE AUDITWATCH ACCOUNTING AND AUDITING UPDATE NEW!
8 CPE CREDITS | ACCOUNTING | INTERMEDIATE
8 CPE CREDITS | AUDITING | INTERMEDIATE
We deliver what you need to know about newly issued authoritative
pronouncements of the FASB and AICPA — along with other
developments of interest to practitioners serving small- and
middle-market businesses. Course material is updated throughout
the year so it is always current. We tailor the discussion to your firm
by reviewing the agenda with you and focusing on the items most
relevant to your practice.
ASU 2014-09 (ASC 606) – Revenue from Contracts with
Customers is the most significant change to revenue recognition
financial reporting standards in recent years. This course provides
an in-depth look at the standard; incorporating implementation
guidance and examples, related ASUs and available guidance from
AICPA industry task forces.
Designed for public accountants performing audits, reviews,
compilations or preparations of GAAP financial statements, this
new one day seminar will help you understand the guidance in
ASC 606 Revenue from contracts with customers and identify key
implementation issues and challenges. The course features current
guidance from the FASB and the AICPA, as well as implementation
guidance and examples all covered in an interactive and
discussion-oriented presentation.
PUBLIC SEMINAR:
Available at select locations; see page 13 for details.
Register at cl.tr.com/a or by calling 800.775.9866.
$399 per attendee
IN-HOUSE:
Booking now for in-house presentation! Call 800.775.9866.
Major topics include: overview of core changes in revenue
recognition concepts, ASC 606 scope and scope exceptions,
in-depth coverage of the five-step model, contract modifications,
disclosure requirements for both public and non-public entities,
revised guidance related to contract related costs, warranties, nonrefundable upfront fees, sales and usage-based royalties and fees,
breakage, principal vs. agent revenue recognition (i.e. gross vs.
net), recognizing revenue related to intellectual property, industryspecific guidance and auditing considerations related to ASC 606.
INSTRUCTOR FOR REVENUE RECOGNTION AND
ACCOUNTING AND AUDITING UPDATE
Instructor Wayne Kerr, CPA, is a Senior
AuditWatch Consultant for Thomson
Reuters. He develops and teaches
continuing education programs, is a
technical advisor and consults with firms
throughout the country. Wayne specializes
in audit methodology and audit productivity
consulting. He works with firms to improve audit quality
and efficiency, develop, refine and implement audit
methodologies and reengineer audit strategies and testing
approaches.
PUBLIC SEMINAR:
Available at select locations; see page 13 for details.
Register at cl.tr.com/a or by calling 800.775.9866.
$499 per attendee
IN-HOUSE:
Booking now for in-house presentation! Call 800.775.9866.
PREMIER & PREMIER PLUS:
Subscription packages include 25% off the regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
40 hrs Premier Plus. No expiration. Details on page 28.
EARLY BIRD DISCOUNT:
Save 15% on AuditWatch public seminars! Early Bird prices shown in orange. Expires: May 15, 2017.
Catalog code: CCADM17
11
cl.tr.com/a | 800.231.1860
AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
TAXWATCH UNIVERSITY
TAX STAFF TRAINING
Checkpoint Learning In-House training and AuditWatch now offer multiple levels of core tax staff training to your firm. The progressive
training begins with an entry-level course focused on common topics likely to be encountered in the first year. This is followed by courses
that provide greater depth on corporate tax issues, partnerships, LLCs and other special entities. This integrated curriculum is available
through public seminars or in-house training.
TAXWATCH UNIVERSITY — LEVEL 1
TAXWATCH UNIVERSITY — LEVEL 4
24 CPE CREDITS | TAXATION | BASIC
24 CPE CREDITS | TAXATION | ADVANCED
Experience: 0 – 1 year
This practical, hands-on program is designed for tax professionals
primarily in their first year. This course provides learning
opportunities surrounding common individual and corporate
tax topics that they may encounter. It is designed to provide
information on the tax rules and to challenge participants to
complete case studies and exercises where they apply the rules
and complete actual tax forms.
Experience: 3 – 4 years
This program is designed to advance a tax professional into
more complex taxation issues. The program includes sessions
on tax planning and saving strategies related to individuals and
corporations. It also continues to provide training on technical
tax issues mainly related to pass-through entities including
partnerships and LLCs and more advanced corporate and
individual issues.
TAXWATCH UNIVERSITY — LEVEL 2
WEB-BASED NEW HIRE TRAINING
“BOOT CAMP” FOR TAX STAFF
24 CPE CREDITS | TAXATION | INTERMEDIATE
Experience: 1 – 2 years
This practical, hands-on program is designed for tax professionals
in their first or second year. This course provides learning
opportunities on intermediate corporate, individual and other
entity type tax topics. The course is designed both to provide
information on the tax rules and to challenge participants to
complete case studies and exercises where they apply the rules
and complete tax forms.
16 CPE CREDITS | TAX | BASIC
We have taken our popular TaxWatch University Level 1 Staff
Training course and redesigned it to be delivered via the web.
In this course, we will use WebEx, a web-based interactive learning
platform, to lead participants through the key information they
need to succeed as new staff. The course is led by a TaxWatch
instructor and combines lecture, interactive exercises
and discussion. Topics include the role of the staff accountant,
individuals, sole proprietorships, rental property and corporations.
TAXWATCH UNIVERSITY — LEVEL 3
24 CPE CREDITS | TAXATION | INTERMEDIATE
Experience: 2 – 3 years
This program is designed for tax professionals with multiple
years’ experience. This course provides learning opportunities on
intermediate to advanced issues dealing with pass thru entities
including S corporations, partnerships and LLCs and individual
topics. The course is designed to provide information on the tax
rules and includes challenging case studies and exercises where
they apply the rules and complete actual tax forms.
PUBLIC WEB SEMINAR:
August 16 – 17, 2017
9:00 a.m. – 5:00 p.m. CST | $379 per attendee
Call us at 800.231.1860 for more information.
IN-HOUSE:
$6,995 for first 10 participants, $295 per person for additional
participants.
Call us at 800.775.9866 for more information.
FOR MORE INFORMATION AND SCHEDULING
cl.tr.com/a
800.231.1860 for public seminars
800.775.9866 for in-house and customized training
PREMIER & PREMIER PLUS:
Subscription packages include 25% off the regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
40 hrs Premier Plus. No expiration. Details on page 28.
EARLY BIRD DISCOUNT:
Save 15% on AuditWatch public seminars! Early Bird prices shown in orange. Expires: May 15, 2017.
cl.tr.com/a | 800.231.1860
12
Catalog code: CCADM17
AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
PUBLIC SEMINAR SCHEDULES
2017 AUDITWATCH SCHEDULE
AUDITWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULE
Seminar City
Atlanta
Boston
Chicago-A
Chicago-B
Cleveland
Dallas/Fort Worth Area
Denver
Houston
Las Vegas
Los Angeles
Nashville
New York City
Philadelphia
Salt Lake City
San Francisco-A
San Francisco-B
Rockville-A
Rockville-B
Washington DC
Web-Based
Level 1:
Basic Staff
4 Days ($1,299)
$1,104 Early Bird
10/3 – 6
10/31 – 11/3
11/7 – 10
12/5 – 8
11/28 – 12/1
10/24 – 27
Level 2:
Experienced
Staff
Level 3:
Beginning
In-Charge
Level 4:
Experienced
In-Charge
Level 4.5:
Taking the
Next Step
Level 5:
Moving Beyond
In-Charge
Level 6:
Developing
the Executive
Within
3 Days ($999)
$849 Early Bird
9/18 – 20
5/31 – 6/2
6/6 – 8
9/6 – 8
8/15 – 17
7/11 – 13
8/29 – 31
10/31 – 11/2
10/24 – 26
10/18 – 20
8/1 – 3
11/28 – 30
9/18 – 20
3 Days ($999)
$849 Early Bird
8/22 – 24
6/13 –15
6/27 – 29
10/24 – 26
10/18 – 20
8/1 – 3
11/28 – 30
10/18 – 20
9/26 – 28
10/3 – 5
9/26 – 28
10/31 – 11/2
10/3 – 5
11/14 – 16
7/25 – 27
3 Days ($999)
$849 Early Bird
8/15 – 17
3 Days ($999)
$849 Early Bird
2 Days ($665)
$565 Early Bird
11/14 – 16
10/24 – 26
8/8 – 10
8/29 – 31
12/12 – 13
9/6 – 8
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3 Days ($999)
$849 Early Bird
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1/9 – 12 (2018)
7/18 – 20
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10/31 – 11/2
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10/3 – 4
Special Price! Find out more on page 10.
TAXWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULE
Seminar City
Level 1
3 Days ($999)
$849 Early Bird
Atlanta
Chicago
Dallas/Fort Worth Area
Los Angeles
San Francisco
Washington DC
Web-Based
7/18 – 20
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Level 2
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3 Days ($999)
3 Days ($999)
3 Days ($999)
$849 Early Bird
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1/9 – 11 (2018)
8/1 – 3
6/27 – 29
7/11 – 13
12/5 – 7
12/11 – 13
1/3 – 5 (2018)
12/11 – 13
10/18 – 20
11/28 – 30
Special Price! Find out more on page 11.
REVENUE RECOGNITION/ACCOUNTING AND AUDITING UPDATE PUBLIC SEMINAR SCHEDULE
Seminar City
Chicago
Dallas/Fort Worth Area
Las Vegas
New York
Revenue Recognition New!
Accounting and Auditing Update
1 Day ($499)
$424 Early Bird
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1 Day ($399)
$339 Early Bird
10/5
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12/6
11/9
This price per person
cost includes course
tuition, materials,
lunch and snacks.
Visit
cl.tr.com/a
or call 800.231.1860
for public seminars or
800.775.9866
for in-house and
customized training.
PREMIER & PREMIER PLUS:
Subscription packages include 25% off the regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
40 hrs Premier Plus. No expiration. Details on page 28.
EARLY BIRD DISCOUNT:
Save 15% on AuditWatch public seminars! Early Bird prices shown in orange. Expires: May 15, 2017.
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AUDITWATCH
AUDITWATCH CONSULTING
Why AuditWatch
?
Our Reputation and Experience
We are the premier training and productivity consulting organization for the audit profession with a customer base built from satisfied
customer referrals. We have worked with the majority of Top 100 CPA Firms and several state auditor offices. Our consultants are CPAs
who have worked at national, regional and local firms. They have consulted with a diverse array of organizations and industries, reviewed
hundreds of engagement files and are familiar with many different audit approaches and audit methodologies.
Our Approach: LEAN Quality
Our approach isn’t just about doing less — it’s about doing less of the wrong things and doing the right things even better. We have
experienced consultants who deliver the AuditWatch Experience — a focus on practical advice that applies in the real world, delivered
through engaging sessions that promote interaction and participation. Our consulting services are tailored to each engagement,
maximizing our time together and your return on investment.
Our Successes
Our customers often see immediate positive improvements in quality, efficiency and increased consistency among their teams
and offices.
Our Expertise
Among efficiency programs, the AuditWatch Productivity Program stands out for its unique combination of productivity tools, professional
experience and technical expertise, enabling us to effectively identify issues, make recommendations and work with you to implement
solutions. We understand the auditing standards, current practices of today’s auditors and the practical application of current audit
methodologies. We also employ tools and concepts such as value stream mapping, waste elimination, DMAIC (Define, Measure, Analyze,
Improve and Control) and other quality tools from LEAN, Six Sigma and other approaches to productivity.
PROCESS
APPROACH
Challenging the flow of the process at
the firm-wide and engagement-team
levels, including:
Making changes to the way an
audit engagement team plans,
executes and documents an audit,
including:
• Planning
• Review
• Aligning audit work to audit risk
• Client management
• Choosing the most efficient mix of
audit procedures
• Engagement wrap-up
• Production of deliverables
• Scheduling
Focus: Achieving a lean process and
eliminating waste.
• Eliminating non-value added
procedures and documentation
• Reducing errors to minimize review
points and rework
Focus: Challenging the way things
have been done in the past.
CONTROL
Measuring and controlling audit
productivity at the firm-wide and
engagement-team levels, including:
• Using practical and effective
budgets
• Identifying key engagement
productivity metrics
• Analyzing and following up on
results
• Establishing accountability
Focus: Establishing an ongoing
process to measure, analyze and
improve audit productivity.
not only experienced better realization and efficiency but created
“ We
more opportunity for staff development. Our staff members were
better prepared for fieldwork and more engaged with our clients. ”
— Bryna Campbell Engel
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14
Catalog code: CCADM17
AUDITWATCH
AUDITWATCH CONSULTING
AuditWatch Productivity Program
AuditWatch Productivity QuickStart
The AuditWatch Productivity Program is a change driver designed
to improve audit efficiency, quality and profitability.
The AuditWatch Productivity QuickStart is an affordable solution
that provides valuable and practical information about how to
prioritize your productivity efforts. Our consultants will review up
to four of your audit engagements and provide feedback related to:
Through the highly customized AuditWatch Productivity Program,
we work with you to determine the best way to identify and address
your productivity issues, which may include:
• Reviewing audit engagement files, interviewing firm personnel,
sending surveys and evaluating your audit methodology to
diagnose specific productivity issues and opportunities
• Analyzing the way your work gets done and applying LEAN
concepts to identify opportunities to streamline processes and
eliminate waste
• Designing a productivity seminar to teach audit quality and
efficiency principles, address obstacles and establish consensus
about the path forward
• Conducting team reengineering workshops or facilitated
planning sessions to guide team members in implementing
changes to the engagement-level audit process, approach
and control
• Organizing an audit productivity task force to establish the
metrics, responsibilities and accountability for driving the
initiative forward
•
•
•
•
•
•
Efficiency and quality improvement opportunities
Execution of the audit methodology
Performance of audit procedures
Documentation
Over- or under-auditing
Your audit approach compared to other firms
This consulting engagement ends with a web-based meeting to
discuss our observations, showing examples from your files and
presenting you with a focused list of productivity opportunities and
immediate action items.
AuditWatch Productivity QuickStart for
Review Engagements
We will examine two of your review engagement files and
look for opportunities to improve quality and efficiency. This
program is conducted by experienced AuditWatch consultants
and is designed to aid review practitioners and firm leadership
in recognizing, framing and prioritizing opportunities for
improvement in review engagements.
TO LEARN MORE ABOUT AUDITWATCH
CONSULTING SOLUTIONS, CALL 800.775.9866
CURRICULUM CONSULTING
SERVICES FROM AUDITWATCH
AuditWatch consultants will evaluate your firm’s current learning and development
program as well as the firm’s approach to delivering continuing professional education
(CPE). AuditWatch will conduct a full diagnostic including conducting firm surveys and
interviews and reviewing firm training objectives and long term goals. We will provide
recommendations for the continued improvement of your program to enable your
team to develop professionally and receive more quality and timely continuing
professional education (CPE). After we have gained an understanding of your firm’s
learning and development needs and objectives, we will make recommendations to
your current program that are aligned with your firm’s strategic business goals and
industry standards.
Catalog code: CCADM17
15
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AUDITWATCH
AUDITWATCH TECHNOLOGY SOLUTIONS
Power Play is a consulting service that allows you to work with our experienced auditors to perform analyses and testing of your clients’
data using specialized software. We help you design your tests, obtain electronic data from your clients, perform the analyses and send
the results back to you in an easy-to-understand format. No more costly software licenses, extensive training or struggling with your
clients to get information!
POWER PLAY — INCREASE AUDIT QUALITY AND EFFICIENCY
Today’s audit standards all but mandate the use of data extraction
software on our engagements. While some firms have chosen
to purchase licenses of these software tools and have all of their
users trained to use them, many firms may not have that luxury.
AuditWatch’s Power Play allows your firm to outsource your data
extraction needs to a qualified expert. We can help you:
WHAT IS DATA EXTRACTION?
Data extraction is a powerful tool that improves the quality of
audit evidence with a significant reduction in cost. Data extraction
gives you the power to:
• Import your clients' electronic financial data
• Perform automated audit tasks, such as selecting samples or
scanning populations for potential misstatements
• Perform audit procedures, such as the review of journal entries
required by AU-C Section 240, that are difficult to perform
manually
• Produce reports with the information you need in the format
best suited for audit procedures, such as analytical procedures
• Easily analyze reports provided by your client that were earlier
considered “ugly” and “unusable”
• Harness the power of data extraction on your engagements
• Increase quality and efficiency of your audits, specifically in
complying with AU-C Section 240 and other audit standards
• Eliminate the risk of having your data extraction expertise
“walk out the door”
• Minimize or eliminate expensive software purchases and
maintenance fees
Using Power Play allows your engagement team to focus on
other important areas, while your data extraction procedures are
being performed by our consultants and returned to you for your
reporting. This process allows for maximum efficiency on both
ends, all while reducing the amount of time (and money!) your staff
spends on each audit area.
WE’LL HELP YOU UTILIZE DATA EXTRACTION
SOFTWARE TO IMPROVE YOUR PROJECTS!
CALL 800.775.9866 TODAY.
Rounded
whole number
A summary report,
created by Power
Play, that identified
journal entries that
met specific audit
risks of material
misstatements
Holiday
Specific text
OUR EXPERIENCED AUDITORS
AND SOFTWARE SPECIALISTS WILL
HELP YOU HARNESS THE POWER
OF DATA EXTRACTION SOFTWARE
ON YOUR ENGAGEMENTS!
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16
Catalog code: CCADM17
AUDITWATCH
A TYPICAL POWER PLAY ENGAGEMENT
IDENTIFICATION AND SELECTION OF PROCEDURES
REPORTING AND DOCUMENTATION
• We can assist engagement teams in recognizing opportunities
to utilize data extraction software to improve their projects.
• Teams submit the draft and/or final requests to a secure
website that we set up exclusively for your firm's use. Website
tools help the auditor to pick and click procedures or just
provide suggestions.
• We provide the engagement team a price quote for the specific
services requested. For very common or repetitive requests, we
may offer standard pricing options.
• For most projects, we prepare a memo that serves as a main
part of the team’s documentation.
• For most projects, data files are created with transactions,
sample items, analytical procedures or exceptions that have
been created based on the team’s requests.
WE’LL HELP YOU UTILIZE DATA
EXTRACTION SOFTWARE TO IMPROVE
YOUR PROJECTS!
OBTAINING DATA
• The engagement team can obtain the data themselves or ask
us to assist with this process.
• We can work with almost any data format your client can
produce.
Visit cl.tr.com for additional information about
our technology solutions.
DATA PROCESSING
• We perform the procedures you request and generate the
results.
• We confer with the engagement team as we perform the
procedures to address any surprises or issues that we identify.
IN-HOUSE DATA EXTRACTION SOFTWARE TRAINING
MASTERING THE BASICS OF DATA EXTRACTION SOFTWARE
SPOTTING OPPORTUNITIES TO USE DATA EXTRACTION
SOFTWARE
16 CPE CREDITS | AUDITING, SPECIALIZED KNOWLEDGE | BASIC
4 CPE CREDITS | AUDITING | OVERVIEW
This hands-on computer course is for new users of data extraction
software and those who want to review basic and intermediate
software functions. Participants learn to:
• Master the key commands and functions of IDEA software
• Identify numerous applications of the software
• Obtain and import basic and complex data files typically
received from clients
• Understand the software’s reporting features and workpaper
assistance tools
• Use software-driven results to make audit conclusions
Ideal for firms seeking to expand their use of data extraction
based procedures, this course helps engagement decision-makers
recognize situations where their teams can use data extraction to
improve quality and efficiency. Participants learn to:
• Assess the cost-benefit of using data extraction software on
specific engagements
• Identify basic and creative uses of the software (including the
latest innovative applications to help comply with emerging
audit standards)
• Interpret, document and communicate results to clients
• Identify ways to use data extraction software as a
marketing tool to prospective clients
Seminar Price (up to 10 participants): $5,400, includes
instructor fee and course materials for up to 10 participants.
Additional Participants: $279 per participant (maximum size
of program is 16 participants) plus out-of-pocket expenses.
Each participant must bring a computer with the current version
of IDEA already loaded and a license key (if applicable).
Seminar Price: $2,599, includes instructor fee and course
materials for up to 10 participants. Additional participants:
$129 per participant plus out-of-pocket expenses.
Check our website for additional information on our data extraction solutions: cl.tr.com
Catalog code: CCADM17
17
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IN-HOUSE TRAINING
AUDITWATCH AND PPC IN-HOUSE SPEAKERS
Visit youtube.com/trainingcpe to watch brief video bios from AuditWatch speakers!
PETE BIEGHLER, CPA,
has been with AuditWatch
since 2002. He was
formerly with Katz, Sapper
& Miller and Crowe Chizek.
Pete graduated from
Ball State University and
currently resides in Indiana.
SONYA LANEY, CPA, owns
and operates her own
accounting and tax practice
where she prepares
corporate, personal and
estate and gift returns. She
currently resides in Florida.
CHRIS MARTIN, CPA,
has been with AuditWatch
since 2003. He was
formerly with Arthur
Andersen. Chris graduated
from Florida State
University and currently
resides in California.
WENDY HASSIEPEN, CPA,
owns a firm in Newark,
Delaware specializing in tax
consulting and compliance
services for individuals and
small businesses. Wendy
was formerly with KPMG
in Philadelphia, PA as
well as a local firm in
Delaware. She currently
resides in Delaware.
SUSAN C. LONGO, CPA, is
a consultant who previously
worked for a national
accounting firm, where
she received extensive
auditing experience with
governmental agencies,
Fortune 500 companies
and business consulting.
She has authored,
edited and instructed
courses in accounting,
auditing, nonprofits and
governmental entities.
SUNISH MEHTA, CPA has
over 20 years of experience
in assurance and advisory
services having worked
at Ernst & Young LLP,
PricewaterhouseCoopers
LLP and IBM Global
Business Services. He is a
graduate from California
State University, Northridge.
WAYNE KERR, CPA, has
been with AuditWatch since
2004. He was formerly with
Grant Thornton. Wayne
graduated from Brigham
Young University and
resides in Utah.
TROY MANNING, CPA,
has over 20 years of
diverse experience in
the government and the
not-for-profit sectors.
She was formerly a
partner at a regional
public accounting firm.
Troy graduated from
Florida International
University and has her
Master's of Accounting
from Nova University.
NATE MOHR, CPA, has
been with AuditWatch since
2004. He was formerly
an audit manager with
Deloitte. Nate currently
resides in Michigan.
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18
SHAWN O’BRIEN, CPA,
joined AuditWatch in
2005. He was formerly
with Deloitte. Shawn
graduated from Duquesne
University and resides
in Pennsylvania.
Catalog code: CCADM17
IN-HOUSE TRAINING
AUDITWATCH AND PPC IN-HOUSE SPEAKERS
TIM O’BRIEN, CPA,
has over 40 years of tax
experience. He currently
works as a tax consultant.
He was formerly with
Arthur Andersen. Tim
currently resides in Virginia.
BRENDA SMITH, CPA, is
the founding partner of her
own firm and has over 25
years of tax and financial
management experience.
She was formerly with
Deloitte and another large
regional firm. She currently
resides in Pennsylvania.
LAURIE A. STILLWELL, CPA,
operates her own practice in
Saratoga Springs, specializing in
working with small businesses,
professional practices and their
owners. Laurie began her career
at PricewaterhouseCoopers LLP
and worked with several local
and regional accounting firms.
Laurie currently lives in New York.
JENNIFER PICKLES joined
AuditWatch in 2007. She
was formerly with KPMG.
Jennifer graduated from
California State University,
Northridge and resides
in Arizona.
JACQUIE SONGER, CPA,
has been with AuditWatch
since 2002. She was
formerly with Ernst &
Young. Jacquie graduated
from the University of
Maryland and holds a
MS degree from Mercer
University. Jacquie resides
in Nevada.
JEX VARNER, CPA,
joined AuditWatch in
2006. He was formerly at
Grant Thorton where he
was National Director of
Technical Development.
Jex graduated from
Brigham Young University
and resides in Utah.
ROBERT “CHRIS”
PROVINCE, CPA,
specializes in taxation
of high net worth
individuals and closely held
businesses. Chris formerly
served as a tax partner
and senior tax member for
several local, regional and
national CPA firms. Chris
currently lives in Texas.
JOHN STEVKO, CPA,
graduated from the
University of California
at Davis. He began his
career with Peat, Marwick,
Mitchell & Co. before
founding a local firm
in Beaverton, Oregon
specializing in taxation. He
now lives and practices in
Southwest Washington.
JULIE WIESE, CPA, has
been with AuditWatch
since 2001. She was
formerly with Deloitte.
Julie graduated from the
University of Illinois and
currently resides in Illinois.
ERICKA RACCA, CPA, CIA,
joined AuditWatch in 2007.
She was formerly with
Deloitte. Ericka graduated
from Assumption
College and resides
in Massachusetts.
Catalog code: CCADM17
Meet AuditWatch
speakers and consultants
via brief video bios on
our YouTube channel at
youtube.com/trainingcpe.
19
cl.tr.com/a | 800.231.1860
IN-HOUSE TRAINING
ON-SITE CUSTOMIZED TRAINING
FOR MORE INFORMATION, VISIT CL.TR.COM/H OR CALL 800.387.1120
In-House Training consists of over 50 on-site seminars offered
on accounting and auditing, management, staff training,
tax and Yellow Book topics.
Full day classes earn eight credits and cost as little as $2,999
(plus instructor’s travel costs) per day for the first 10 participants
($105 per additional person).
Build your own training day unique to your organization’s
needs. We can work with you to combine courses and course content
to customize a CPE seminar.
• Choose from our highly rated instructors or provide your own
with our “materials only” format
• Current, relevant course content is continually revised
• Also available: TaxWatch University presented by
Checkpoint Learning and AuditWatch (see page 12 for details)
IN-HOUSE TRAINING
1040 INDIVIDUAL TAX UPDATE
AUDITS OF EMPLOYEE BENEFIT PLANS USING THE
PPC AUDIT APPROACH
T40F | 16 CPE CREDITS | TAXATION | UPDATE
GBPF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
This comprehensive course is both a review and an update, covering
key tax issues for completing a broad range of tax returns and all
major aspects of income, deductions and credits. Topics include
coverage of key legislation, court cases, rulings, procedures rulings
and announcements. The course is updated to the date of the
seminar and will provide you with the insight, practice tips and tools
you need for the upcoming busy season.
THE AUDITWATCH ACCOUNTING
AND AUDITING UPDATE
Designed for accountants in public practice and industry that
want to increase their effectiveness in auditing employee
benefit plans, this course provides an in-depth review of ERISA
regulations and focuses on an efficient compliance audit
methodology for those rules. Regulators are concerned about
compliance with DOL and IRS regulations — not just traditional
financial statement reporting. Therefore, auditors need to focus
on two issues: 1) what constitutes noncompliance and how
noncompliance might occur and 2) what the auditor is required
to test to determine if there is noncompliance. This course
explains how to audit employee benefit plans in compliance
with DOL and the AICPA Audit and Accounting Guide: Employee
Benefit Plans. Discussion will focus on common deficiencies
in examining contributions, distributions, participant data,
investments and prohibited transactions.
BEST SELLER!
AAUF | 8 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE
In this course we deliver what you need to know about newly issued
authoritative pronouncements of the FASB and AICPA along with
other developments of interest to practitioners serving small- and
middle-market businesses. Course material is updated throughout
the year, so it is always current. We tailor the discussion to your
firm by reviewing the agenda with you and focusing on those items
most relevant to your practice. In addition, we can work with you to
customize the course content by removing topics you don’t want
to cover and including topics that go beyond the accounting and
auditing update. Examples of custom-selected topics include key
issues in audit productivity, improving analytical procedures, audit
sampling, engagement management, audit documentation, audit
planning, leadership and supervision and feedback.
BEST PRACTICES IN UTILIZING PPC'S SMART PRACTICE AIDS:
KEY ISSUES IN RISK ASSESSMENT
GRSF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
This course provides best practices for using PPC's SMART Practice
Aids — Risk Assessment to efficiently complete and document risk
assessment procedures. The course blends practical discussions
on best practices for performing risk assessment procedures
with how to use the PPC software to its fullest. The course
focuses on obtaining and documenting an understanding of the
entity (including internal controls), identifying, assessing and
documenting risks and creating tailored audit programs.
The course can be modified to include PPC's SMART Practice Aids­
— Fieldwork upon request.
Best Seller! Call 800.387.1120 today to bring this popular course to
your firm!
ANALYTICAL PROCEDURES
PROF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
Analytical procedures are powerful tools in planning and
performing audit and review engagements. In many cases, they
can provide greater assurance and are more efficient than tests of
details. This course helps accountants take full advantage of the
power of analytical procedures by providing guidance on how to
develop and apply appropriate and effective analytical procedures
in GAAS audits and SSARS reviews.
BUSINESS ENTITIES TAX UPDATE
BETF | 8 CPE CREDITS | TAXATION | UPDATE
Find out what you need to know about all of the latest federal tax
law changes, court decisions and IRS pronouncements related
to partnerships, LLCs and C and S corporations. Identify ways
to integrate the latest tax law changes into your planning and
compliance engagements and provide more value-added services
to your clients. This seminar will help participants effectively
prepare quality corporate returns, maximize efficiency and avoid
tax practice liability problems.
NEED HELP CHOOSING THE RIGHT COURSE FOR YOUR
ORGANIZATION? Call Barbara Marino at 800.387.1120.
Catalog code: CCADM17
21
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IN-HOUSE TRAINING
EVALUATING AND TESTING INTERNAL CONTROLS
PERFORMING COMPILATION AND REVIEW ENGAGEMENTS
ICCF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
CRIF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
Do you feel that your approach to obtaining an understanding of
your client’s internal controls is not as efficient or effective as it
could be? This course is designed to help auditors increase their
efficiency and effectiveness by applying a top-down, risk-based
approach to internal controls. The course includes interactive case
studies designed to practice the various steps of a top-down, riskbased approach. The course also addresses when it makes sense
to test controls, how to perform and evaluate those tests and how
the testing affects your substantive audit procedures.
This course outlines the requirements for compilation and
review engagements, performing them more effectively and
responding to special situations. It integrates the most recent
SSARS standards with revised PPC practice aids. The materials
discuss common deficiencies noted in compilation and review
engagements.
PERFORMING EFFICIENT AUDITS OF NONPUBLIC COMPANIES
USING THE PPC AUDIT APPROACH
BEST SELLER!
GRNF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
EVALUATING AND TESTING INTERNAL CONTROLS
WITH PPC'S SMART PRACTICE AIDS — INTERNAL CONTROLS
This course provides practical guidance to conduct efficient and
effective audits of small businesses using PPC’s Guide to Audits
of Nonpublic Companies. It highlights the latest implementation
guidance from standard setters and best practices on the
current PPC practice aids. Major topics include: risk assessment,
formulating the audit strategy, audit planning, evaluating and
testing internal controls, designing and performing further audit
procedures, audit sampling and audit documentation.
Best Seller! Call 800.387.1120 today to bring this popular course to
your firm!
ICAF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
Utilizing PPC’s SMART Practice Aids — Internal Control software,
the course includes interactive case studies designed to practice
the various steps of a top-down, risk-based approach. The course
also addresses when it makes sense to test controls, how to
perform and evaluate those tests and how the testing affects
substantive audit procedures. The course can be modified to
include PPC's SMART Practice Aids — Fieldwork upon request.
PROFESSIONAL ETHICS FOR ACCOUNTANTS
FINANCIAL REPORTING AND DISCLOSURES
FOR SMALL BUSINESSES
ETHF | 8 CPE CREDITS | REGULATORY ETHICS | BASIC
FRDF | 8 CPE CREDITS | ACCOUNTING | BASIC
This course provides an overview of the ethical standards that
are required to be followed by tax and accounting professionals
today. It covers the basic tenets of the AICPA Code of Professional
Conduct, why the code is necessary and how it is organized. It also
covers guidance provided by other ethics standard setting bodies
such as the IRS, SEC, GAO and IFAC. Real-life scenarios and
discussions aid the practitioner in exploring ethical concepts and
decision-making theory that can be used in daily practice when
ethical situations are encountered.
This course provides an overview of standards related to financial
statements and financial statement disclosures. It discusses
the statements of financial position, statement of operations,
statement of comprehensive income, statement of cash flows,
statement of stockholders’ equity and notes under both GAAP and
Special Purpose Framework bases of accounting.
FEDERAL TAX UPDATE
BEST SELLER!
PTUF | 8 CPE CREDITS | TAXATION | UPDATE
SAMPLING: WHERE, WHEN AND HOW
This seminar offers practical insights into the ever-changing
world of federal taxation. Federal Tax Update covers the latest
developments affecting individuals, partnerships, C corporations,
S corporations and estates and trusts and is designed to keep you
up-to-date in this dynamic environment. This best selling seminar
also features tax planning tips as well as numerous practice aids
such as real life examples, worksheets, elections and checklists.
SAMF | 8 CPE CREDITS | AUDITING | BASIC
This course explains the use of sampling in an audit. It is focused
on the PPC approach to audit sampling — in both substantive
tests and tests of controls — and incorporates PPC practice aids.
It provides a solid understanding of basic and more advanced
sampling topics while staying focused on practical issues and
efficiency considerations. Participants will learn how to recognize
situations where sampling is and is not likely to be an effective
and efficient audit procedure, perform non-statistical substantive
samples on a variety of account types, project errors and conclude
on the sample population, determine sample sizes for control
testing on large and small population sizes and utilize the PPC
forms and methodology.
Best Seller! Call today to bring this popular course to your firm!
800.387.1120.
cl.tr.com | 800.231.1860
22
Catalog code: CCADM17
CPE NETWORK
TIMELY NEWS AND IN-DEPTH ANALYSIS
FOR MORE INFORMATION, VISIT CL.TR.COM/GETNETWORK OR CALL 800.231.1860
Group-study videos deliver timely news and in-depth analysis for better
risk management, plus group-live credits.
CPE Network® is a news-style video subscription featuring in-depth,
useful interviews with today’s foremost industry experts. You’ll receive a new
issue 11 times per year or quarterly, depending on your choice of report(s).
Subscriptions allow for up to 25 users (or call for large group pricing).
•
•
•
•
•
Conduct an expert-led, in-house seminar for group live credit.
Satisfy up to 100% of your workforce’s CPE requirements.
Set a standard of excellence for your firm-wide training.
Build a company-wide reference library.
Keep your staff updated on the latest AICPA, FASB , GASB, GAO, OMB
and SEC developments, as well as recent tax legislation developments.
• Convenient DVD format allows you to pause to discuss the implications
for your firm and clients
• Each program issue includes a DVD, full transcript, group discussion
questions and suggested answers, supplemental reference material
and a cumulative index and quiz.
Checkpoint Learning Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. Checkpoint Learning Network is approved for QAS Self Study delivery method.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its website: nasbaregistry.org.
CPE
CPE
NETWORK
NETWORK
VIDEO
SUBSCRIPTIONS
COMBO
PACKAGES
Get even more of the news your firm needs with a CPE Network
combination report! These value-priced packages empower
your staff with essential information, in-depth analysis and
valuable CPE credits. Each multi-report collection creates a
seamless relationship between firm-wide training and day-to-day
business objectives.
CPE NETWORK TAX REPORT (MONTHLY)
33 CPE CREDITS | TAXES | UPDATE | $929
Prepare your staff to meet the challenges of today’s rapidly
changing tax laws and regulations. Each issue of this monthly
report features top experts discussing today’s important taxation
issues for individuals, estates and trusts, corporations and passthrough entities.
CPE NETWORK ACCOUNTING AND
AUDITING AND GOVERNMENTAL AND
NONPROFIT ACCOUNTING REPORTS
SAVE $419
Experts include: Ian Redpath, JD, LLM — nationally recognized tax attorney and
consultant and a principal in the Redpath Law Offices in Buffalo, NY; Julie Welch
(Runtz), CPA, PFS, CFP; John Karp, CPA, PFS; Robert Lickwar, CPA; Greg Urban, CPA,
CVA and Brian O’Sullivan, CPA, CVA.
CREDITS
33 CPE CREDITS
CREDITS
$929 includes print, DVD plus
online and video streaming
57 CPE CREDITS
ONE-YEAR SUBSCRIPTION (11 ISSUES)
ACCOUNTING AND AUDITING (11 ISSUES)
GOVERNMENTAL AND NONPROFIT ACCOUNTING (4 ISSUES)
CPE NETWORK GOVERNMENTAL AND NONPROFIT
ACCOUNTING REPORT (QUARTERLY)
CPE NETWORK TAX AND
ACCOUNTING AND AUDITING REPORTS
SAVE $589 — MOST POPULAR PACKAGE
24 CPE CREDITS | ACCOUNTING & AUDITING (GOVERNMENTAL) | UPDATE | $729
A must-view for firms looking to stay ahead of the competition, this
essential report will establish a quality standard for your company.
Your subscription will keep your staff abreast of important GAO
(Yellow Book), OMB and other governmental and nonprofit issues
relevant in the current financial operating environment.
CREDITS
66 CPE CREDITS
$1,269 includes print, DVD plus
online and video streaming
TAX AND ACCOUNTING AND AUDITING (11 ISSUES)
Experts include: Lee Ann Watters, CPA, and principal with Mountjoy, Chilton, Medely,
LLP; Chris Pembrook, CPA, CGAP, Cr.FA and Marcy Twyman, CPA and shareholder with
Crawford and Associates.
CPE NETWORK TAX, ACCOUNTING AND
AUDITING AND GOVERNMENTAL AND
NONPROFIT ACCOUNTING REPORTS
SAVE $828
CREDITS
24 CPE CREDITS
$1,239 includes print, DVD plus
online and video streaming
$729 includes print, DVD plus
online and video streaming
CREDITS
ONE-YEAR SUBSCRIPTION (4 ISSUES)
90 CPE CREDITS
CPE NETWORK ACCOUNTING AND AUDITING REPORT (MONTHLY)
$1,759 includes print, DVD plus
online and video streaming
TAX AND ACCOUNTING AND AUDITING (11 ISSUES)
GOVERNMENTAL AND NONPROFIT ACCOUNTING (4 ISSUES)
33 CPE CREDITS | ACCOUNTING & AUDITING | UPDATE | $929
Recent economic bubbles and crunches have caused regulators
to scrutinize both financial statements and the standards used in
preparing them. This popular subscription features high-quality
group training that equips your entire team with the knowledge to
handle any fiscal or financial crisis.
GETTING STARTED IS EASY! Call 800.231.1860 today.
Experts include: J. Russell Madray, CPA, CIA, CMA, CFM, of The Madray Group;
Kurt Oestriecher, CPA, Jennifer F. Louis, CPA and Jennifer Elder, CPA.
CREDITS
33 CPE CREDITS
cl.tr.com/getnetwork | 800.231.1860
$929 includes print, DVD plus
online and video streaming
24
Catalog code: CCADM17
CHECKPOINT LEARNING
LEARNING MANAGEMENT FOR TAX AND ACCOUNTING PROS
FOR MORE INFORMATION, CALL 800.231.1860
Checkpoint Learning provides CPE compliance
tracking, learning management, curriculum
development and more.
• Purchase and complete courses individually or as part of a
subscription package — CPE Subscription Packages provide
outstanding offerings and flexibility at considerable savings
(see following pages)
• Optimized for tablet view on your iPad mobile device
• Personalized learning dashboard keeps all CPE records and courses
in one place and provides CPE tracking and compliance monitoring
while learning plans help meet individual goals
• Learning plans help meet individual employee training and career
advancement goals
• ONESOURCE© integration allows dual users to search for CPE
courses, plus view in-progress courses and status report manager
ONLINE LEARNING
CHECKPOINT LEARNING MANAGEMENT
Checkpoint Learning integrates tools, features and content to manage all facets of learning for accounting and financial professionals.
• Compliance management, including complete tracking of
state-to-state regulations and requirements
• Guidance for administering in-house learning
• Customizable, individual learning paths for employees and
tools to measure course completion
Checkpoint Learning is the most comprehensive mandatory
continuing education compliance management system
available­and is specifically designed for accounting and
financial professionals.
COMPLETE CPE TRACKING AND
COMPLIANCE MANAGEMENT
ADDITIONAL FEATURES
• Managing your in-house seminars — Employees will value the
simplicity of searching, registering for and, where applicable,
launching classes through the intuitive learner interface.
Administrators will value the time-saving tools for each aspect
of in-house education.
Checkpoint Learning manages continuing education compliance,
including:
• Determining compliance periods and managing simultaneous
compliance periods
• Tracking all credit categories, including prorated credit
requirements
• Enforcing limits on CPE format types
• Calculating carryover credit
• Managing adjustments for reporting period extensions
• Tracking special requirements for new licensees
Our staff ensures the
accuracy of Checkpoint
Learning through monthly
rule updates that are
automatically integrated
into the tracking system.
• Self-service course registration — Learners can browse the
university course calendar and register for courses or register
for courses directly from email invitations. Registrants receive
email confirmation with downloadable appointments that are
ready for import into personal calendar software like Outlook
and Lotus Notes.
• Learning plan templates — Design learning plans to match
levels within your organization and/or competencies you want
employees to achieve. You'll be able to customize learning
plans for individuals and generate firm-wide reports to
measure the degree to which employees are meeting learning
expectations.
CPE RULES TRACKING FOR:
• Every state in the United
States (including Puerto Rico)
• Yellow Book
• IRS Enrolled Agents
In addition to the
• AICPA members
jurisdictions shown in
• CMA, CFP, CTEC and CIA
the box at right, your
• More than a dozen additional
firm can create a custom
tax and accounting affiliations
CPE requirement to track
minimum education
requirements established by firm management or mandated
by peer review standards. Checkpoint Learning also maintains
complete and updated rule summaries for every regulator it tracks
on its Resource page so that administrators can easily answer
employees’ questions about continuing education compliance.
Learning administrators are provided with an administrative
view into all firm personnel records so that CPE compliance can
be quickly confirmed. Checkpoint Learning can be configured to
send employees regular email reminders informing them of their
continuing education status.
cl.tr.com | 800.231.1860
• Coaching feature — This feature provides team leaders with
direct access to their team members’ CPE information, learning
plans and course registrations.
Professional development is
more than counting CPE credits.
Leading firms design targeted
learning curricula to give
employees the skills necessary
for success in every phase of their
careers.
26
Catalog code: CCADM17
CPE SUBSCRIPTION PACKAGES
INCREASE LEARNING OPTIONS AND SAVE MONEY
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that I'm up to date
on the latest industry
developments?
CHECKPOINT LEARNING®
PREMIER PLUS CPE PACKAGE
In today’s constantly changing tax and accounting profession,
you can’t afford to fall behind. Stay on the leading edge of
legislative changes and hot topics with the most
comprehensive, up-to-date learning solution on the market.
ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
CHECKPOINT LEARNING CPE SUBSCRIPTION PACKAGES
Save time and money while keeping up with the knowledge and skills you need to best serve your clients. Cover all the CPE you need
for the entire year in a variety of formats for one low subscription.
CPE Package
CPE Tracking
GOOD
BETTER
BEST
Professional
Premier
Premier Plus
Automatic tracking and
e-alerts for every state board
(CPA), EA, CTEC, 20+ others


Automatic tracking and
e-alerts for every state board
(CPA), EA, CTEC, 20+ others
390+ courses
including Ethics
(1,900+ CPE credits)


600+ courses
(2,700+ CPE credits)


75+ courses
(600+ CPE credits)

Unlimited Checkpoint Learning
webinars, including full-day
(approx. 400 annual events)

40 hours annual discount:
40% off Gear Up,
25% off AuditWatch

45% discount on all
Checkpoint Learning
Virtual Conferences
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Free attendance at two-day
Checkpoint Learning Year-End
Conference for Practitioners
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Competency Model
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Automatic tracking and
e-alerts for every state board
(CPA), EA, CTEC, 20+ others
Online CPE Courses
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(PDF with Online Grading)
None
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Conference Discount *
None
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Discount
None
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Conference
None
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Building Tools
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None
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(2,700+ CPE credits)
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(600+ CPE credits)
Unlimited one- to four-hour
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(approx. 360 annual events)
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24 hours annual discount:
40% off Gear Up,
25% off AuditWatch

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Checkpoint Learning
Virtual Conferences
$259
$319
$469
*Per-user annual pricing applies to firms with under 50 seats; contact us for a price quote if your firm has more than 50 users. Live event discount (Premier Plus and Premier) does not combine with Early
Bird or other discount offers; call 800.231.1860 for details. States with Thomson Reuters-sponsored Gear Up seminars currently include CA, CO, FL, IL, IN, MA, MD, MO, NV, NM, NY, OK, OR, TX, VT and
VA. Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration).
PREMIER AND PREMIER PLUS PACKAGES:
Look for this icon throughout the catalog to identify the
many webinars, courses and events that are included or
available at a discount with your subscription!
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28
Catalog code: CCADM17
CHECKPOINT LEARNING
VIRTUAL CONFERENCES
FOR MORE INFORMATION, VISIT CL.TR.COM OR CALL 800.231.1860
Checkpoint Learning virtual conferences break traditional barriers by giving you live, up-to-the-minute
analysis on key topics from nationally recognized experts from the comfort of your own office.
What is a “Virtual Conference?”
A virtual conference is a multi-day web-based training event featuring multiple presenters and
different topics. You will be able to view the presenter’s content, interact with the speakers and
participate in live Q & A, making the session as applicable to your practice as it possibly can be.
Virtual Conference Features
•
•
•
•
Attend from anywhere with no travel costs
Up-to-date, relevant training
Well-known experts
Interactive
Visit cl.tr.com to register.
Registration closes at 5:00 p.m. CT the day before the scheduled event.
This CPE is delivered in a group internet-based format.
Most virtual conferences are presented on LearnLive™; the Year-End Mega-Conference is presented on WebEx™.
Both platforms allow you to view expert content and interact with the speakers.
Log on to the audio broadcast site to hear the presentation through your computer.
See Checkpoint Learning CPE disclosures for NASBA, IRS and CTEC on page 33.
ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
EMPLOYEE BENEFIT PLANS VIRTUAL CONFERENCE
Employee benefit plans present different challenges for both accountants and financial statement auditors. Whether because of the
compliance-driven procedures, regulatory oversight or nature of the financial statements themselves, accountants and auditors recognize
that involvement in these plans requires specialized knowledge, experience and a unique audit approach. This virtual conference focuses
on those issues critical to accounting for auditing and consulting with clients regarding employee benefit plans — including Q&A and panel
discussions to address your questions and provide opportunities for sharing best practices.
Conference Objectives: This conference will help you identify
and address the financial reporting, auditing, compliance and
consulting issues unique to employee benefit plans.
Conference Speakers: Shawn O’Brien,
CPA; Susan Longo, CPA, Ali Haffner, Esq.
Schedule
April 20 – 21, 2017 / 10:00 a.m. – 4:00 p.m. CT
August 2 – 3, 2017 / 10:00 a.m. – 4:00 p.m. CT
Who Should Attend? Accountants, auditors and others with
responsibilities related to employee benefit plans.
Sessions
Pricing
Price per participant/per conference: $379
$199 for Checkpoint Learning Premier or Premier Plus subscribers
•
•
•
•
•
•
•
•
Accounting and Auditing Update: EBP Focused
Regulatory Update
Fundamentals of Health and Welfare Plans
Form 5500: Pitfalls and Practice Tips
Addressing DOL Concerns and Enhancing Audit Quality
Key Efficiency Considerations in Performing EBP Audits
SOC 1 Reports: How Should You Really Be Using These?
Top Ten EBP Consulting Opportunities: How You Could Be Helping
Your Clients
• Panel Discussion of Key Issues and Q&A
CPE Information
Level: Intermediate
Prerequisites: Knowledge of Employee Benefit Plan Accounting
and Auditing
CPE Credits: 12
Field of Study: Accounting, Auditing, Tax, Specialized Knowledge
and Yellow Book
Platform: Presented on LearnLive
NOT-FOR-PROFIT VIRTUAL CONFERENCE
Not-for-profit entities present unique challenges to practitioners in many different areas, including financial reporting, auditing, compliance
and fraud. This virtual conference provides an in-depth look at some of the most important issues in serving this diverse and sometimes
complicated market segment, focusing on practical guidance, practice tips, introductions to new issues and solutions to old ones. This
virtual conference will also include Q&A and panel discussions to address your questions and provide opportunities for sharing of best
practices.
Conference Objectives: This conference will help you identify and
address the financial reporting, auditing, compliance and fraud
issues unique to not-for-profit entities.
Conference Speakers: Troy Manning, CPA; Susan Longo, CPA;
AuditWatch Team
Schedule
April 25 – 26, 2017 / 10:00 a.m. – 4:00 p.m. CT
May 24 – 25, 2017 / 10:00 a.m. – 4:00 p.m. CT
October 18 – 19, 2017 / 10:00 a.m. – 4:00 p.m. CT
Who Should Attend? Accountants, auditors and others
with responsibilities related to not-for-profit financial reporting
or auditing.
Sessions
•
•
•
•
•
•
NPO Financial Reporting Changes: A Roadmap
Understanding, Detecting and Preventing Fraud in NPOs
Performing High Quality Single Audits
Form 990: Pitfalls and Practice Tips
Avoiding Common Audit Deficiencies and Enhancing Audit Quality
Planning Ahead: Understanding the Impact of Revenue
Recognition and Other Significant New Standards on NPOs
• Audit Primer: Key Issues Related to NPO Internal Controls,
Analytical Procedures and Sampling
• Panel Discussion of Key Issues and Q&A
Pricing
Price per participant / per conference: $379
$199 for Checkpoint Learning Premier or Premier Plus subscribers
CPE Information
Level: Intermediate
Prerequisites: Knowledge of Not-For-Profit Accounting and
Auditing
CPE Credits: 12
Field of Study: Accounting, Auditing, Tax, Yellow Book
Platform: Presented on LearnLive
PREMIER AND PREMIER PLUS PACKAGES:
$199 special pricing per virtual conference/per attendee for
Premier and Premier Plus subscribers. Call 800.231.1860
to receive special pricing. Subscription details: page 28
cl.tr.com | 800.231.1860
30
Catalog code: CCADM17
ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
IMPLEMENTING THE NEW REVENUE RECOGNITION STANDARD
VIRTUAL CONFERENCE
Revenue from Contracts with Customers (ASU 2014-09) is the most significant change to financial reporting standards in recent years. With
the effective date fast approaching, this virtual conference provides an in-depth explanation of this and related standards, complete with
examples and the latest implementation guidance from the AICPA and Checkpoint. Conference sessions will also include discussion of the
likely impact of this new standard on specific industries and on the audit process.
Conference Objectives: This conference will help you identify and
apply changes to financial reporting and related services from the
FASB’s new standard on revenue from contracts with customers.
Who Should Attend? Accountants, auditors and others who need
to understand the impact of new revenue recognition standards
on financial reporting
Sessions
• Overview of the New Revenue Recognition Model
• Contract-Related Costs, Licensing, Gross vs. Net and Other
Specific Provisions
• Presentation and Disclosure Requirements
• Key Implementation Issues: Not-For-Profit Entities
• Key Implementation Issues: Construction Companies
• Implementation Issues: Other Industries
• Tax Implications
• Auditing Challenges and Considerations
• Panel Discussion and Q&A
Conference Speakers:
Wayne Kerr, CPA; Susan Longo, CPA; Laurie Stillwell, CPA
Schedule
June 1 – 2, 2017 / 10:00 a.m. – 4:00 p.m. CT
June 28 – 29, 2017 / 10:00 a.m. – 4:00 p.m. CT
August 22 – 23, 2017 / 10:00 a.m. – 4:00 p.m. CT
October 4 – 5, 2017 / 10:00 a.m. – 4:00 p.m. CT
December 5 – 6, 2017 / 10:00 a.m. – 4:00 p.m. CT
Pricing
Price per participant / per conference: $379
$199 for Checkpoint Learning Premier or Premier Plus subscribers
CPE Information
Level: Intermediate
Prerequisites: Knowledge of Accounting and Auditing
CPE Credits: 12
Field of Study: Accounting and Auditing, Tax
Platform: Presented on LearnLive
NEW: GOVERNMENTAL ACCOUNTING AND AUDITING VIRTUAL CONFERENCE
This conference covers a wide array of issues and topics essential to governmental accounting and auditing, including in-depth analysis of
GASB issues, uniform guidance, government auditing standards (Yellow Book), peer review issues, fraud considerations, financial statement
presentation and disclosure and more. Sessions are focused on providing practical guidance and practice tips, including audit quality and
efficiency considerations.
Conference Objectives: This conference will help you identify and address the financial reporting, auditing, compliance and productivity
issues unique to governmental entities.
Who Should Attend? Accountants, auditors and others with
responsibilities related to governmental financial reporting and/
or auditing.
Sessions
•
•
•
•
•
•
•
Governmental Accounting and Auditing Update
Ethics Update
Understanding Governmental Fraud Risks
Audit Efficiency Best Practices
Navigating Difficult Accounting and Auditing Issues
Testing Controls Over Compliance
Understanding the Enhanced Peer Review and Avoiding Peer
Review Issues
• Uniform Guidance Update Including the 2017 Compliance
Supplement
• Panel Discussion and Q&A
Schedule
July 18 – 19, 2017 / 10:00 a.m. – 4:00 p.m. CT
September 13 – 14, 2017 / 10:00 a.m. – 4:00 p.m. CT
November 8 – 9 , 2017 / 10:00 a.m. – 4:00 p.m. CT
Pricing
Price per participant / per conference: $379
$199 for Checkpoint Learning Premier or Premier Plus subscribers
CPE Information
Level: Intermediate
Prerequisites: Knowledge of Governmental Accounting and
Auditing
CPE Credits: 12
Field of Study: Accounting (Governmental), Auditing
(Governmental), Yellow Book
Platform: Presented on LearnLive
Conference Speakers:
AuditWatch Team
PREMIER AND PREMIER PLUS PACKAGES:
$199 special pricing per virtual conference/per attendee for
Premier and Premier Plus subscribers. Call 800.231.1860
to receive special pricing. Subscription details: page 28
Catalog code: CCADM17
31
cl.tr.com | 800.231.1860
ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
PPC’S SMART PRACTICE AIDS VIRTUAL USER CONFERENCE
This conference will help you unlock the powerful audit efficiency benefits of PPC’s SMART Practice Aids. Session topics have been carefully
chosen to address the most common practice issues and questions from practitioners, with a focus on practical “what you can use right
now” advice to help you get the most out of SMART. This unique conference combines audit productivity best practices from our industryleading audit efficiency experts at AuditWatch with the most useful tools, shortcuts, tips and best practices from our SMART consultants
and product trainers. Join us to enhance your understanding of what SMART is designed to do. Ensure your audits are designed properly,
are executed effectively and fully comply with professional standards — all while eliminating unnecessary steps and streamlining the audit
process.
Conference Objectives: This conference will help you identify and
implement audit productivity best practices and SMART features
to improve audit quality and audit efficiency.
Conference Speakers: AuditWatch productivity and SMART
consultants, SMART software experts and product trainers
Schedule
August 15 – 16, 2017 / 10:00 a.m. – 4:00 p.m. CT
October 25 – 26, 2017 / 10:00 a.m. – 4:00 p.m. CT
December 7 – 8, 2017 / 10:00 a.m. – 4:00 p.m. CT
Who Should Attend? Public accountants seeking to get the most
out of PPC’s SMART Practice Aids and improve audit efficiency.
For those not using SMART, this conference is also a great way to
become more familiar with audit productivity best practices and
the SMART suite of audit tools.
Pricing
Price per participant / per conference: $379
$199 for Checkpoint Learning Premier or Premier Plus subscribers
Sessions
• Integrating Audit Productivity Best Practices with SMART
• Improving the Internal Controls Evaluation Through SMART
Internal Controls
• Integrating SMART With Your Engagement Software
• Enhancing the PPC Audit Process With SMART Fieldwork
• Did You Know? Leveraging Key SMART Functionality to Enhance
Audit Quality and Efficiency
• Incorporating Other SMART Solutions: SMART Single Audit and
SMART Compilation and Review
• Planning for the Next Generation of Cloud-Based Solutions
• Panel Discussion and Q&A
CPE Information
Level: Intermediate
Prerequisites: Knowledge of risk-based auditing. Some knowledge
of SMART helpful (but not required)
CPE Credits: 12
Field of Study: Auditing
AUDIT PRODUCTIVITY VIRTUAL CONFERENCE
Improving productivity is always a challenge. Whether it’s pressure from competitors and clients or changes to accounting rules and
accounting staff, it’s easy to see why firms often struggle to achieve optimal audit quality and efficiency. Join us for a conference designed
to give you the knowledge, techniques and tips to perform your engagements in the most effective and efficient manner.
Conference Objectives: This conference will provide you with
the latest updates and techniques to help ensure that your firm is
performing audits effectively and efficiently.
Conference Speakers: AuditWatch Consultants Pete Bieghler,
CPA; Wayne Kerr, CPA; Shawn O’Brien, CPA; Ericka Racca, CPA
and other nationally recognized experts
Who Should Attend? Seniors, managers, directors, partners
and anyone with influence on an engagement’s planning
and execution
Schedule
September 27 – 28, 2017 / 10:00 a.m. – 4:00 p.m. CT
Sessions
Pricing
Price per participant / per conference: $379
$199 for Checkpoint Learning Premier or Premier Plus subscribers
• Common Audit Productivity Issues
• Reviews, Compilations and Special Purpose Frameworks
• Staying Out of Trouble — significant new accounting issues,
common audit deficiencies and current findings related to fraud
• Building a Better Audit Plan
• Key Issues in Client and Project Management
• Spotting Opportunities to Use Data Extraction Software
• Getting the Most Out of Internal Controls
• Documentation Tips and Pitfalls
• Improving Performance Through Effective Supervision
• Panel Discussion — answers to your
questions and valuable best
practice takeaways
CPE Information
Level: Intermediate
Prerequisites: Knowledge of Auditing
CPE Credits: 16
Field of Study: Auditing
Platform: Presented on LearnLive
PREMIER AND PREMIER PLUS PACKAGES:
$199 special pricing per virtual conference/per attendee for
Premier and Premier Plus subscribers. Call 800.231.1860
to receive special pricing. Subscription details: page 28
cl.tr.com | 800.231.1860
32
Catalog code: CCADM17
WEBINARS
CHECKPOINT LEARNING INSTRUCTOR-LED WEB-BASED EVENTS
FOR MORE INFORMATION, CALL 800.231.1860
Checkpoint Learning Webinars offer hundreds of webinars
each year on the topics of most importance to you taught by
nationally recognized experts.
• Topics covered include: accounting and auditing current
developments, audit quality and efficiency, ethics, business and
financial management, personal development, practice efficiencies
using PPC Tools, specialized industry, tax, technology and
Yellow Book
• Webinars are priced per participant per webinar at $69 for one hour,
$89 for two hours, $139 for four hours or all day for $189 (Quantity
Discount available)
• Also available: customized webinars designed exclusively for your
firm (call 800.387.1120 for details)
Checkpoint Learning (formerly “Practitioners Publishing Company”) is registered with the National Association of State Boards of Accountancy (NASBA) as a
sponsor of continuing professional education on the National Registry of CPE Sponsors. Checkpoint Learning is approved for group live, group internet-based and
QAS Self Study delivery methods. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org.
Checkpoint Learning is an IRS approved continuing education provider and offers several courses that are accredited to IRS PTIN holders (including Enrolled Agents).
Checkpoint Learning is an approved California Tax Education Council (CTEC) continuing education provider and offers several courses that are eligible for credit for CRTPs.
Visit cl.tr.com for more CTEC specifics.
WEBINARS
SEE BOTTOM OF PAGE FOR DETAILS.
MAY 2017 — SCHEDULED WEBINARS
Mon
1
More information and up-to-date schedule: cl.tr.com
Tues
Wed
Thu
Sat
3
4
5
10 a.m.: Liquidation and
Termination of Entities (2 hrs.)
9 a.m.: Compilations, Reviews
and Preparations: Comprehensive
Guidance Including Implementation
of the New SSARS 21 Standards
(8 hrs.)
10 a.m.: Improving Presentations
With Excel Graphics (2 hrs.)
10 a.m.: Single Audit:
Sampling Considerations in
Testing Internal Controls and
Compliance (2 hrs.)
12 p.m.: PPC 101: Materiality,
Sampling, Scoping, Test of
Controls (2 hrs.)
2 p.m.: Are You Ready for Your
Next Peer Review? (2 hrs.)
8
Fri
2
12 p.m.: Business Succession:
Failure to Plan is Planning to Fail
(2 hrs.)
2 p.m.: LinkedIn for Accountants
(2 hrs.)
6
12 p.m.: SMART Tools: Risk
Assessment (2 hrs.)
9
10
11
12
10 a.m.: M&A Overview: The
Corporate Divestiture Process
and the Role of Accounting
Professionals (2 hrs.)
10 a.m.: Quarterly Yellow Book
Update Q2 2017 (2 hrs.)
9 a.m.: Accounting and Auditing
Update (8 hrs.)
10 a.m.: Monthly Accounting
Alert (1 hr.)
12 p.m.: Employee Engagement:
Building Accountability Within Your
Teams (2 hrs.)
12 p.m.: Business Ethics in Corporate 12 p.m.: A CPA’s Independence:
Compliance With the Professional
Accounting (2 hrs.)
Code of Conduct and Practical
Considerations (2 hrs.)
13
11 a.m.: Monthly Corporate Tax
Update (1 hr.)
2 p.m.: Schedule E Rental Activities:
Everybody Should Own a Rental
(2 hrs.)
15
16
17
18
19
20
12 p.m.: Quarterly SEC and
PCAOB Update Q2 2017 (1 hr.)
12 p.m.: Lean Six Sigma: Tools for
Enhancing Audit Productivity (2 hrs.)
10 a.m.: Quarterly Technology
Update Q2 2017 (2 hrs.)
9 a.m.: Federal Tax Update
(8 hrs.)
12 p.m.: Financial Statement
Presentation: Tips and Practice
Issues for Small Businesses
(2 hrs.)
2 p.m.: IRS Audits of Individuals
(2 hrs.)
2 p.m.: Revenue From
Contracts With Customers: An
Overview (2 hrs.)
22
23
24
9 a.m.: Operational Finance for
10 a.m.: Strategic Leadership in the
Accounting Professionals (8 hrs.) Public Accounting Environment:
Four Tools Every Leader in Public
12 p.m.: M&A Due Diligence:
Accounting Must Have (2 hrs.)
Tapping the Strengths of
Accounting Professionals (2 hrs.) 2 p.m.: SMART Practice Aids
Functionality: Field Work and Risk
Assessment (1 hr.)
29
30
31
12 p.m.: How to Run an Efficient
Tax Office (2 hrs.)
9 a.m.: IRAs, Pensions and 401(k)s:
Planning for Retirement and Beyond
(8 hrs.)
2 p.m.: Monthly Tax Alert (2 hrs.)
25
26
27
9 a.m.: Everything You Wanted to
Know About Generally Accepted
Government Auditing Standards
(GAGAS) for Financial Audits
(8 hrs.)
10 a.m.: Choice of Business
Entity (2 hrs.)
12 p.m.: Divorce: Financial
Planning and the Marital
Settlement (2 hrs.)
12 p.m.: Understanding the FASB’s
New Standard on Leases (2 hrs.)
Please note that nearly all tax titles are eligible for IRS PTIN holders’ CE credit. Visit cl.tr.com for more detailed information.
PREMIER AND PREMIER PLUS PACKAGES:
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Catalog code: CCADM17
WEBINARS
SEE BOTTOM OF PAGE FOR DETAILS.
JUNE 2017 — SCHEDULED WEBINARS
Mon
Tues
More information and up-to-date schedule: cl.tr.com
Wed
Thu
Fri
Sat
1
2
10 a.m.: Financial Statement
Disclosures: Tips and Practice
Issues for Small Businesses (2 hrs.)
9 a.m.: Audit Sampling: A
Comprehensive Guide to Effective
and Efficient Sampling in Tests of
Details and Tests of Controls (8 hrs.)
12 p.m.: IRS Enforcement Actions
(2 hrs.)
3
11 a.m.: SMART Practice Aids
Functionality: Field Work and Risk
Assessment (1 hr.)
12 p.m.: Enhancing SMART
through Fieldwork and File
Rollforward (2 hrs.)
5
6
9 a.m.: Accounting and Auditing
Update (8 hrs.)
12 p.m.: Professional Ethics in Practice:
Recent Changes for CPAs (2 hrs.)
7
8
9
10 a.m.: Quarterly Sales and Use
Tax Update for Controllers and
Financial Managers (2 hrs.)
12 p.m.: PPC 101: Making the Most
of the Methodology (2 hrs.)
9 a.m.: Federal Tax Update (8 hrs.)
12 p.m.: Implementing the New
Nonprofit Financial Reporting
Model (2 hrs.)
12 p.m.: Monthly Accounting Alert
(1 hr.)
1 p.m.: Monthly Corporate Tax Update
(1 hr.)
2 p.m.: Revenue from Contracts with
Customers: An Overview (2 hrs.)
2 p.m.: Income That is Taxed at
Zero or Close to It (2 hrs.)
12
10
13
14
9 a.m.: Performing Effective and
Efficient Audit Procedures (8 hrs.)
10 a.m.: Quarterly Yellow Book Update 9 a.m.: Business Entity Tax Update
Q2 2017 (2 hrs.)
(8 hrs.)
15
16
10 a.m.: Quarterly SEC and PCAOB
Update Q2 2017 (1 hr.)
17
12 p.m.: M&A Overview: The
Acquisition Process and the Role of
Accounting Professionals
(2 hrs.)
12 p.m.: Quarterly Technology Update
Q2 2017 (2 hrs.)
2 p.m.: Negotiating 101:
Considerations for Daily
Negotiations We Face in Business
(2 hrs.)
12 p.m.: Identity Theft: An Ongoing
Threat (2 hrs.)
21
22
23
2 p.m.: What Your Kids Never
Learned About Managing Money
(2 hrs.)
19
20
10 a.m.: Strategic Alliances: Creating 9 a.m.: Government and Nonprofit
Value and Gaining Knowledge
Update (8 hrs.)
Through Corporate Partnership
2 p.m.: Capitalization: The New
(2 hrs.)
Landscape (2 hrs.)
12 p.m.: Introduction to Group
Audits (2 hrs.)
24
10 a.m.: Excel Best Practices (2 hrs.) 10 a.m.: Tax Planning with Real
Marginal Tax Rates
(2 hrs.)
2 p.m.: Employee vs. Independent
12 p.m.: The Next Step in Audit
Contractor: Expect More Scrutiny
Sampling: Statistical Sampling
(2 hrs.)
and Data Extraction (2 hrs.)
12 p.m.: Monthly Tax Alert (2 hrs.)
2 p.m.: Supreme Court Cases on
Taxation You Should Know About
(2 hrs.)
26
27
28
29
9 a.m.: Estates and Trusts (8 hrs.)
12 p.m.: Capitalization: Key
Elections (2 hrs.)
9 a.m.: Fraud Detection in Financial 10 a.m.: Audit Quality: What the
Statements: Considerations for
Regulators Want to See (2 hrs.)
Accountants and Auditors (8 hrs.)
12 p.m.: Excel: Big Data Tools
(2 hrs.)
2 p.m.: Auditing Sampling
Considerations in Single Audits (2 hrs.)
2 p.m.: Total Payroll Management
(2 hrs.)
30
Please note that nearly all tax titles are eligible for IRS PTIN holders’ CE credit. Visit cl.tr.com for more detailed information.
PREMIER AND PREMIER PLUS PACKAGES:
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including full-day. No expiration. Details: page 28.
QUANTITY DISCOUNT:
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WEBINARS
SEE BOTTOM OF PAGE FOR DETAILS.
JULY 2017 — SCHEDULED WEBINARS
Mon
Tues
More information and up-to-date schedule: cl.tr.com
Wed
Thu
Fri
Sat
1
3
4
5
6
7
12 p.m.: Decedent’s Final Tax
Return: The Client Died but You
Didn’t: Time for Action (2 hrs.)
9 a.m.: Accounting and Auditing
Update (8 hrs.)
10 a.m.: PPC 101: Materiality,
Sampling, Scoping, Test of
Controls (2 hrs.)
12 p.m.: M&A Overview: The
Corporate Divestiture Process
and the Role of Accounting
Professionals (2 hrs.)
8
12 p.m.: Introduction to
Accounting for Deferred Income
Taxes (2 hrs.)
2 p.m.: Business Succession:
Failure to Plan is Planning to Fail
(2 hrs.)
10
11
12
13
14
10 a.m.: Quarterly Yellow Book
Update Q3 2017 (2 hrs.)
9 a.m.: Partnerships and LLCs: From
Formation to Liquidation (8 hrs.)
9 a.m.: Fundamental Audit
Strategies (8 hrs.)
10 a.m.: Ethics for Tax
Professionals (2 hrs.)
12 p.m.: Capitalization:
Improvements (2 hrs.)
12 p.m.: Polish Your Presentation
Skills: Best Practices of Dynamic
Presenters (2 hrs.)
12 p.m.: A CPA’s Independence:
Compliance With the Professional
Code of Conduct and Practical
Considerations (2 hrs.)
12 p.m.: SMART Tools: Risk
Assessment (2 hrs.)
2 p.m.: Charitable Contributions:
2 p.m.: The Accountant as Most
Not Nearly as Simple as it May
Trusted Advisor: Expanding Your
Sound (2 hrs.)
Practice Beyond Compliance Work
(2 hrs.)
17
2 p.m.: Quarterly SEC and PCAOB
Update-Q3 2017 (1 hr.)
19
18
15
10 a.m.: M&A Due Diligence:
10 a.m.: Key Considerations in
Tapping the Strengths of
Auditing Revenue (2 hrs.)
Accounting Professionals (2 hrs.)
12 p.m.: SMART Practice Aids
12 p.m.: Monthly Accounting
Functionality: Field Work and Risk
Alert (1 hr.)
Assessment (1 hr.)
20
21
9 a.m.: Federal Tax Update (8 hrs.)
10 a.m.: Capitalization:
Dispositions (incl. partial) of
MACRS Property (2 hrs.)
12 p.m.: Understanding the FASB’s
New Standard on Leases (2 hrs.)
2 p.m.: Preparing Form 990 (2 hrs.)
1 p.m.: Monthly Corporate Tax
Update (1 hr.)
22
12 p.m.: Lean Six Sigma:
Tools for Enhancing Audit
Productivity (2 hrs.)
2 p.m.: Excel Analysis Tools (2 hrs.)
24
25
26
27
10 a.m.: Internal Controls for
Nonprofits (2 hrs.)
9 a.m.: Performing Effective and
Efficient Single Audits (8 hrs.)
10 a.m.: Creating Compelling
9 a.m.: S Corporations: From
Financials and Analyses Using Excel
Formation to Liquidation
and Dashboards (2 hrs.)
(8 hrs.)
2 p.m.: Home Ownership from A to
10 a.m.: Goodwill: Who
Z (2 hrs.)
Owns It, the Individual or the
Business? (2 hrs.)
12 p.m.: Revenue From Contracts 10 a.m.: Monthly Tax Alert (2 hrs.)
With Customers: An Overview
(2 hrs.)
2 p.m.: Farm Tax Update (2 hrs.)
28
29
12 p.m.: Initial Audit
Engagements (2 hrs.)
31
Please note that nearly all tax titles are eligible for IRS PTIN holders’ CE credit. Visit cl.tr.com for more detailed information.
PREMIER AND PREMIER PLUS PACKAGES:
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including full-day. No expiration. Details: page 28.
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Catalog code: CCADM17
LEARNLIVE
CREATE AND ARCHIVE YOUR OWN WEBINARS
FOR MORE INFORMATION, VISIT LEARNLIVE.COM OR CALL 206.225.2920
LearnLive automates the creation, delivery, management and
certification of accredited eLearning programs for professionals
including accounting, legal and finance.
• Part of the Checkpoint Learning suite of CPE and training solutions
• Real-time learning management
• Eliminates manual administration, excessive travel and redundant
efforts due to schedule conflicts
• Allows for limitless virtual content repurposing
• Includes Compass™ integrated learning management system,
Compliance Tracking™ automated compliance manager, Connect™
webinar delivery platform with streaming and video plus archiving
and Capture™ course authoring tool
INTERACTIVE ONLINE COURSES
ONLINE AND IPAD-ENABLED CPE COURSES
FOR MORE INFORMATION, CALL 800.231.1860.
The Checkpoint Learning Online Course library includes
more than 600 interactive online courses and 2,700 credits of CPE
training available exclusively on the Checkpoint Learning platform.
Online Course Content meets the CPE requirements for CPAs
in all 50 states with more than 50 ethics courses to meet mandatory
CPA ethics requirements and is approved CPE for Enrolled Agents.
•
•
•
•
•
Over 25 years of experience as a technology-based CPE provider
Highly intuitive, easy-to-use course interface
Courses available online or can be downloaded
Courses optimized for tablet view on your iPad mobile device
Always remembers your place — courses don’t need to be completed
in one sitting
• Automatic course grading and instant certificate of completion
Checkpoint Learning (formerly “Practitioners Publishing Company”), MicroMash and PASS Online are registered with the National Association of State Boards of Accountancy
(NASBA) as sponsors of continuing professional education on the National Registry of CPE Sponsors. Checkpoint Learning, MicroMash and PASS Online are approved for QAS
Self Study delivery method.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its website: nasbaregistry.org.
Checkpoint Learning, MicroMash and PASS Online are IRS approved continuing education providers and offer several courses that are accredited to IRS PTIN holders
(including Enrolled Agents).
Checkpoint Learning is an approved California Tax Education Council (CTEC) continuing education provider and offers several courses that are eligible for credit for CRTPs.
Visit cl.tr.com for more CTEC specifics.
ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
ACCOUNTING
2016 FASB Updates to Revenue
Recognition
A Best Practice Electronic Payment Fraud
Avoidance Program
A New Era for Top-Line Reporting:
Preparing for New Revenue Recognition
Guidance
Accounting and Auditing Real
Estate Transactions
Accounting Changes and Error Corrections
Accounting for Business Combinations
Accounting for Derivatives and
Hedging Activities
Accounting for Farms and Ranches
Accounting for Income Taxes With Case
Study
Accounting for Investments in Debt and
Equity Securities
Accounting for Investments: Equity
Method Including Consolidations
Accounting for Leases
Accounting for Liabilities
Accounting for Pensions
Accounting for Share-Based
Compensation
Accounting for Stock-Based
Compensation
Accounting for Uncertainty in Income
Taxes: FASB ASC 740-10
Accounting Overview for Tax Professionals
Accounting Update 2016
Activity-Based Costing (ABC)
Advanced Forensic Accounting
An Overview of the Impact of IFRS
Convergence on Private Entities
Analysis of the Corporate Annual Report
AP Worst Practices, Better Options and IC
Issues, External
AP Worst Practices, Better Options and IC
Issues, Internal
Balance Sheet and GAAP Reporting
Bar and Restaurant Financial Statement
Presentation Including Measurement and
Disclosure Issues
Basic Interview Techniques for Forensic
Accountants
Accounting for Credit Losses
New!
3 CPE Credits | Accounting
Paul Munter, PhD, CPA and Kurt
Oestriecher, CPA discuss the guidance
in 2016-01 on recognition and
measurement of financial instruments
before reviewing the changes to
accounting for credit losses in the ASU
2016-13 guidance.
Best Practices for an Effective and Efficient
Employee Travel, Entertainment and
Expense Reimbursement Function
Business Combinations, Goodwill and
Other Intangible Assets
Cash Flow Statements (FASB ASC 230)
Comprehensive Income
Corporate Financial Reporting Issues
Current Developments: Accounting
and Financial Reporting
Earnings per Share (Topic 260)
Effects of the New Overtime Rules
Employee Benefit Plans I:
Accounting Principles
Fair Value Measurement: An Introduction
to Fair Value Measurements and
Disclosures (FASB ASC 820)
FASB Accounting Standards Updates:
2016
Financial Management Overview
Financial Management: Budgeting and
Forecasting
Financial Reporting for Private
Companies
Financial Statement Analysis
Techniques
Financial Statement Disclosure:
Common Issues
Forensic Accounting
GAAP Guide: Advanced Topics
GAAP Guide: Income Statement and
Financial Analysis
GAAP Guide: The Balance Sheet
GAAP Reporting: Revenue and Expenses
IFRS and a Comparison With U.S. GAAP
Introduction to Bank Auditing
and Accounting: I
Introduction to Bank Auditing
and Accounting: II
Introduction to SEC Reporting
Managing an Accounting Department
Non-GAAP Financial Measures
Preparing and Reporting on Personal
Financial Statements
Preparing Personal Financial Statements
Real Estate Financing and Investment
Revenue Recognition: Fundamentals
Revenue Recognition: Rules and
Standards
Sarbanes-Oxley: Benefiting From
Compliance
SEC Initial Public Offerings (IPOs):
An Introduction
SEC Reporting
SEC Reporting: Preparing Management’s
Discussion and Analysis
Segment Accounting and Reporting
Smaller Companies’ Access to Capital:
The SEC's New Rules
SSARS 21: Comprehensive Analysis of the
Compilation and Review Standards
Structuring Intellectual Property
Transactions
Sustainability Accounting and Reporting
Terrorist Activity: Track It Using Forensic
Accounting
Using Infographics in Accounting
Reports New!
1 CPE Credit | Specialized Knowledge
Infographics are increasingly being
used in business as a tool to present
information and data to the intended
user in a fast and clear manner.
While infographics were traditionally
associated with product marketing,
they are now being used more
widely in other areas of business,
including accounting and finance.
This course provides a look at how
data visualization has evolved through
different eras of civilization and is now
used as infographics in business and
accounting.
PREMIER AND PREMIER PLUS PACKAGES:
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ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
Uncommon Reporting Items,
Statement of Cash Flows and Tax
Basis Financial Statements
Understanding and Analyzing
Financial Statements
Vendor Data and Compliance Issues:
Vetting Vendors
ACCOUNTING, GOVERNMENTAL
Accounting for Governmental Assets
and Liabilities
GASB 34 Basic Financial Statements
for State and Local Governments
GASB Pension Standards Overview
GASB Statement No. 54: Fund Balance
Reporting and Governmental Fund
Government Accounting Principles
Governmental Financial Reporting
Governmental Special Purpose
Reporting
Internal Control Over Governmental
Financial Reporting
Local Government Budgeting: A Practical
Approach for Fiscal Management
Overview of Governmental Accounting
Specialized Accounting of Governmental
Entities
State and Local Governmental
Performance Management
Trends in Governmental Accounting
ADMINISTRATIVE PRACTICE
A Complete Guide to Investing
Personal Financial Planning
Audits of Group Financial
Statements New!
1 CPE Credit | Auditing
This introductory course covers special
considerations for audits of group
financial statements, in particular
those that include component
auditors. It also applies to all audits of
group financial statements whether or
not different auditors are involved in
the audit.
AUDITING
Advanced Fraud Techniques
Analytical Fraud Detection
Application of COSO for
Smaller Companies
Audit Sampling
Audit Workpapers: Fieldwork Basics
Auditing Developments
Auditor's Response to Fraud Risk
Assessment
Audits of Group Financial Statements
Clarity Project: Significant Changes to
Auditing Standards
Compilation and Review
Compilation and Review Guide:
Preparation
Compilation and Review Guide: Reviews
Compilations: An Overview
Computer Fraud: Detection and
Deterrence
COSO 2013
Cyber Risk and the Internal Auditor
Employee Benefit Plans II:
Auditing Considerations
Forensic Accounting: An Overview
Fraud 101: A Basic Prevention Guide for
Small Businesses
Fraud 101: Occupational Frauds Against
Organizations
Fraud 101: Fraudulent Financial
Reporting
Fraud 101: Misappropriations
Fraud Auditing and Investigation
Fraud I: Prevention
Fraud: Who Commits It and Why
Does It Occur?
GAAS Guide: Audit Programs
GAAS Guide: Evidence and Procedures
GAAS Guide: Internal Control
GAAS Guide: Planning
GAAS Guide: Reporting
GAAS Guide: Sampling
GAAS Guide: Standards
How to Audit Your Auditor
Increasing the Value and Suppressing
the Risk of Third-Party Relationships:
Auditing
Information Technology Auditing
Sales and Use Tax: Conducting
the Sales and Use Tax Audit
New!
2 CPE Credits | Auditing
The primary objective of a sales and
use tax audit is to determine, with the
least possible expenditure of time,
whether the business selected for
audit has paid the correct measure of
tax. This interactive self-study course
addresses how a taxpayer would prepare for the audit by educating the
taxpayer on how the audit is selected,
how the state notifies the taxpayer
of the audit and explains the period
of time the sales tax audit will cover.
Next, the course walks the taxpayer
through the initial audit conference
and the audit plan that the state
will employ. In addition, the course
explains the sales tax audit tests and
procedures utilized by the state sales
tax auditors. Finally, the audit closing
conference that the state will hold
with the taxpayer and how the taxpayer protests tax assessments by the
state is discussed.
Internal Audit 101: Building the Internal
Audit Function
Internal Control and Fraud Detection
Internal Controls for Auditors and
Managers: Evaluation
Internal Controls: Theory and Practice
Introduction to Big Data
Introduction to Fraud Auditing
Introduction to Fraud Symptoms and
Detection
Investment Fraud: Ponzi Schemes and
Advance Fee Fraud
Investment Fraud: Prime Bank Fraud,
Promissory Note Fraud and Broker Fraud
Monitoring Internal Control
Overview of SSARS No. 21
PCAOB 1301 and 2820: Communications
With Committees and Evaluating
Consistency
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Catalog code: CCADM17
ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
PCAOB Auditing Standards: Audit of the
Effectiveness of Internal Control Over
Financial Reporting
PCAOB Auditing Standards: Risk and
Materiality During Planning and
Performing an Audit
PCAOB Auditing Standards: Supervision,
Evidence, Supplemental Information and
Evaluation of Results
PCAOB Audits: Gathering Evidence
and Completing the Audit
PCAOB Audits: Internal Control Stage
PCAOB Audits: Planning and Risk
Assessment Stage
Practice Issues: Compilation and
Review Update
Preparing for a System Review
Preparing for an Engagement Review
Risk Assessment: Planning of a Financial
Statement Audit
Sales and Use Tax: Conducting the Sales
and Use Tax Audit
SAS 99: Consideration of Fraud in a
Financial Statement Audit
The Detection and Prevention of Fraud in
Financial Statements
The Fraud of Identity Theft
Using Audit Sampling for Evidence
AUDITING, GOVERNMENTAL
Audits of State and Local Governments
Audits of States, Local Governments
and Nonprofit Organizations
GAO Standards: Yellow Book
Grants Management
Internal Control and Fraud in
Governmental and Nonprofit Entities
OMB Circular A-133: The Single Audit
Single Audits of Governmental and
Nonprofit Entities
Yellow Book and Single Audit
Deficiencies
BEHAVIORAL ETHICS
CPAs in Trouble: Ethical Considerations
The Strength Behind Board of Directors:
Accountability and Oversight
BUSINESS LAW
Avoiding Post-Retirement Insolvency
Bankruptcy Law
Excel Courses
Computer Software and Applications
Increase your productivity with
Microsoft® Excel 2016. These
courses provide an overview with
the latest version of Excel. Through
these courses you will learn charting
techniques and how to analyze data
using PivotTables. It also introduces
useful functions such as lookup
functions, financial functions, text and
logical functions.
Microsoft Excel 2016: Creating and
Formatting Charts
Microsoft Excel 2016: Getting Started
Microsoft Excel 2016: Getting Started
With PivotTables and PivotCharts
Microsoft Excel 2016: Useful Functions
for CPAs
Microsoft Excel 2016: Working With
Formulas and Functions
Business Law for Accountants: Contracts
Foreclosure Law
Harassment: Response, Prevention
and Protection
BUSINESS MANAGEMENT
AND ORGANIZATION
Advising and Consulting to the
Small Business
Benchmarking Strategies:
A Tool for Profit Improvement
Business Strategies for Competitive
Advantages
Cash Flow: Managing the Lifeblood
of the Organization
Creating a Client Acquisition and
Retention Plan
Financial Statement Analysis for
Profit Improvement
How to Write a Business Plan
I Am Supposed to Supervise These People
Implementing Best Practices
Management Accounting: Tools for
Making More Effective Business and
Operating Decisions
Managing Partners and Professionals
Managing What People Say About
Your CPA Firm
Maximizing Virtual Workspace
at a Client’s Site
Payroll Outsourcing
Project Management Essentials for the
CPA
Quality Control for CPA Firms
Striving for Outstanding Customer Service:
The Road to Growth
Techniques of Financial Analysis,
Modeling and Forecasting
COMMUNICATIONS AND MARKETING
Effective Problem Solving
Emails, Texts and Tweets: Keeping it
Professional
Grammar Bootcamp for Professionals
Leadership and Team Building
Powerful Presentations:
How to Build and Deliver
Public Speaking for Accountants
COMPUTER SOFTWARE AND
APPLICATIONS
Accounting Apps for Your Business
Advanced Techniques For QuickBooks
Cloud Computing: Doing Business in the
Cloud
Cyber Liability
Cyber Security to Protect Your Company
and Your Clients
Getting Started With Microsoft Excel 2010
Getting Started With PowerPoint 2010
With Lots of Tips and Tricks
Getting Started With Windows 10
Is Microsoft Office 365 Right for Your
Business?
Microsoft Access 2010: Introduction to
Access 2010 With Lots of Tips and Tricks
Microsoft Access 2013: Introduction to
Access 2013
Microsoft Excel 2007: Moving, Copying
and Filling Cells With Lots of Tips and
Tricks
Microsoft Excel 2007: Useful Functions for
CPAs With Lots of Tips and Tricks
Microsoft Excel 2007: Working With
Formulas and Functions With Lots of Tips
and Tricks
PREMIER AND PREMIER PLUS PACKAGES:
Subscription Packages include UNLIMITED access to all online and mobile courses. Details: page 28.
Catalog code: CCADM17
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ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
Microsoft Excel 2010: Creating and
Formatting Charts With Lots of Tips and
Tricks
Microsoft Excel 2010: Working With
Formulas and Functions With Lots of Tips
and Tricks
Microsoft Excel 2013: Getting Started
With Excel Using a Touchscreen
Microsoft Excel 2013: Useful Functions for
CPAs
Microsoft Excel 2013: Working With
Formulas and Functions
Microsoft Excel 2013: Creating and
Formatting Charts
Microsoft Excel 2013: Getting Started With
Excel
Microsoft Excel 2013: Getting Started With
PivotTables and PivotCharts
Microsoft Excel 2013: Working With Data
Ranges and Tables
Microsoft Excel 2016: Working With Data
Ranges and Tables
Microsoft Excel 2016: Creating and
Formatting Charts
Microsoft Excel 2016: Getting Started
Microsoft Excel 2016: Getting Started With
PivotTables and PivotCharts
Microsoft Excel 2016: Useful Functions for
CPAs
Microsoft Excel 2016: Working With
Formulas and Functions
Microsoft PowerPoint 2007: Getting
Started With PowerPoint 2007 With Lots
of Tips and Tricks
Microsoft PowerPoint 2013: Getting
Started With PowerPoint
Microsoft Word 2007: Getting Started
With Word 2007 With Lots of Tips and
Tricks
Microsoft Word 2010: Getting Started With
Word With Lots of Tips and Tricks
Microsoft Word 2013: Getting Started With
Word 2013
Microsoft Word 2016: Getting Started With
Word 2016
QuickBooks Pro 2013
QuickBooks Pro 2014
QuickBooks Pro 2015: Middle Game
QuickBooks Pro 2015: Opening Moves
Managing Stress in a Stressful Work
Environment New!
1 CPE Credit | Personal Development
This course takes on the devastating
potential of workplace stress. With
the impact far reaching, job stress
affects the one who is directly
impacted as well as those around
that person. The manager, team
leader or business owner should
not ignore the consequences of an
environment that fosters or ignores
the stress of the workers. Productivity
and financial success are dependent
on a healthy workforce. This course
goes beyond describing stress triggers
by providing coping mechanisms for
individuals who experience stress in
the workplace.
QuickBooks Pro 2015: Setting Up
QuickBooks: Integrating Other
Applications
QuickBooks: Solutions to Commonly
Encountered Problems
QuickBooks: Working With and Reporting
Client Data
Storage Strategy in the Cloud
Technology Add-Ons to Increase
Productivity
The Internet of Things and Its Impact on
Business
XBRL: The Present and Future of Business
Reporting
Microsoft Word 2010: Getting Started With
Word With Lots of Tips and Tricks
Microsoft Word 2013: Getting Started With
Word 2013
Microsoft Word 2016: Getting Started With
Word 2016
QuickBooks Pro 2013
QuickBooks Pro 2014
QuickBooks Pro 2015: Middle Game
QuickBooks Pro 2015: Opening Moves
QuickBooks Pro 2015: Setting Up
QuickBooks: Integrating Other
Applications
QuickBooks: Solutions to Commonly
Encountered Problems
QuickBooks: Working With and Reporting
Client Data
Storage Strategy in the Cloud
Technology Add-Ons to Increase
Productivity
The Internet of Things and Its Impact on
Business
XBRL: The Present and Future of Business
Reporting
FINANCE
101 Financial Solutions:
Diagnosis and Remedy
An Introduction to myRAs
Capital Budgeting
Capital Budgeting and Management
Financing Options for Business
MANAGEMENT SERVICES
21st Century Standards and Practice
for Boards of Directors
A Practical Guide to Mergers, Acquisitions
and Divestitures
Analyzing Financial Statements for
Profit Improvement
Analyzing Today’s Business Operations
Analyzing Today’s Business Operations:
Analyzing the Accounting Function
Analyzing Today’s Business Operations:
Cost Reduction Analysis
Analyzing Today’s Business Operations:
Customer Service and Cash Conversion
Analyzing Today’s Business Operations:
Operating and Internal Controls
Analyzing Today’s Business Operations:
Operational Reporting Considerations
Analyzing Today’s Business Operations:
Organizational Structure and the Role
of Management
Analyzing Today’s Business Operations:
Setting Up For Success
Analyzing Today’s Business Operations:
The Sales Function
Building a Millennial Accounting Office
New!
Building Effective Planning and Budgeting
Strategies
Corporate Controllership
Corporate Financial Management
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ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
Cost Management: Accounting and
Control
Enterprise Risk Management
How to Become the Best: Lessons to Learn
From Great Companies
How to Start a Business
Managerial Cost Accounting for
Decision Making
Managing Your Clients and CPA Services
Performing the Operational Review
for Results
Strategic Management
Total Cash Management
Winning the Cash Conversion Game:
Operating on Other People’s Money
PERSONAL DEVELOPMENT
Bottom-Line Leadership
Delegating to Financial Employees
Effective Writing for Accountants
Essential Coaching Skills
Influencing People in Organizations:
The Leadership Imperative Overview
and Basic Concepts
Introverts and Extroverts at Work
Managing Stress in a Stressful Work
Environment New!
Meetings That Matter
Moral Leadership and Character
Development
Retirement Planning for Expatriates
to Central Americans
Quarterly Tax Update Winter 2017
New!
2 CPE Credits | Taxes
In this course, Ian Redpath and Brian
O Sullivan take a fast-paced and
sometimes lighthearted look at
recent developments in taxation
related to IRS debt collection
practices, tax fraud, S corporation
distributions, consistency doctrine and
a few other items. Additionally, Ian
and Greg Urban look at estate basis
reporting and the issues surrounding
consistency in that reporting.
PERSONNEL / HR
Managing a Virtual Team
REGULATORY ETHICS
2017 Ethics for Virginia CPAs Coming Soon!
2017 Ethics for Washington CPAs
2017 Personal and Professional Ethics for
North Carolina CPAs
California Rules and Regulations
Colorado Rules and Regulations
Ethics for California CPAs
Ethics for Connecticut CPAs
Ethics for CPAs
Ethics for CPAs and Tax Professionals
Ethics for Delaware CPAs
Ethics for Enrolled Agents
Ethics for Mississippi CPAs
Ethics for New Hampshire CPAs
Ethics for New York CPAs
Ethics for New York Tax Professionals
Ethics for Ohio CPAs
Ethics for South Carolina CPAs
Ethics for Tax Professionals
Ethics for Tennessee CPAs
Ethics for Utah CPAs New!
Ethics for Vermont CPAs
Ethics: General Standards and Acts
Discreditable New!
Independence Requirements for CPAs
Independence, Integrity and Objectivity
Oregon Rules and Regulations
Personal and Professional Ethics
for Florida CPAs
Personal and Professional Ethics
for Louisiana CPAs
Personal and Professional Ethics
for Texas CPAs
Personal and Professional Ethics
for Texas CPAs (Video)
Professional Ethics for Arizona CPAs
Professional Ethics for Arizona CPAs
(2 hrs.)
Professional Ethics for Hawaii CPAs
SOCIAL ENVIRONMENT OF BUSINESS
Branding Yourself and Your Firm
Using LinkedIn
SPECIALIZED KNOWLEDGE
9 Must-Have Skills for Every CFO
Accounting for Banks and Other Financial
Institutions
Audits of 401(k) Plans
Construction Contractors: Real-World
Guide to Accounting and Auditing
CPA Services in Divorce and Family Law
CPAs’ Guide to Privacy Law Compliance
and Data Protection
CPAs’ Role in Mediation
Data Privacy and Encryption
Eldercare: Surviving Retirement and
the Costs of Aging
Fraud Prevention for Physicians
Introduction to Business Valuation and
Use of Comparables
Introduction to Investment Companies
Introduction to Securities Broker/Dealers
Introduction to the Food and
Beverage Industry
Introduction to the Health Care Industry
Introduction to the Media Industry
Introduction to the Pharmaceutical
Industry
Lost Profit Damage Calculation
Negotiating Skills for CPAs
Not-for-Profit Accounting
Not-for-Profit Accounting and
Reporting Made Simple
Real Estate Taxation: Acquisition and
Operations
Real Estate Taxation: Dispositions
Spreadsheet Best Practices: Roadmap
to Reduced Risk
The Basics of Health Care Accounting
and Auditing
Uniform Prudent Management
of Institutional Funds Act
Using Infographics in Accounting Reports
New!
Utilization and Performance of Health
Care Accounting and Auditing
Valuation Methods: The Normalization
of Earnings
Virtual Currency as an Economic Exchange
in the Future
What Happens When Baby Boomers
Retire
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ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
TAXES
1040NR Nonresident Alien
2016 Corporate Tax Update
2016 Individual Tax Overview
2016 Individual Tax Update
2016 Specialized Tax Update
49 More Ways to Reduce Taxes
for Individuals
49 Tax-Cutting Moves for Small
Businesses and Their Owners
49 Tax Smart Tips for Retirement Savers
49 Ways to Reduce Taxes for Individuals
and Make Them Clients for Life
Alternative Minimum Tax
An Introduction to U.S. and Canada Cross
Border Tax Issues
An Overview of Abusive Tax Trusts
Asset Protection: Tax and Financial
Aspects
Base Erosion and Profit Sharing
Benefits and Disadvantages of Health
Savings Accounts
Blazing a Trail With Clients in the Legal
Marijuana Industry
C Corp Schedule M-3 2015 1120
C Corp Schedule M-3 2015 Simulation
C Corporations: Income Tax Reporting
C Corporations: Overview of Corp. Income
Tax
C Corporations: Tax Depreciation
and Amortization
Capital Gains and Losses
Capitalization of Tangible Assets
Regulations
Changing Accounting Methods
Choosing the Right Entity and Getting
Cash Out of It
Claiming Medical Expenses for Baby
Boomers
Commercial Bank Taxation and Regulatory
Issues: Introduction
Community Property Taxation
Consolidated Tax Returns: Advanced
Topics
Consolidated Tax Returns: Introduction
Corporate Organization and Operations
Corporate Reorganizations, Divisions
and Liquidations
Corporate Tax Update
Corporate Taxation
Depreciation: Modified ACRS
Employee Benefit Plans: Introduction
Employment Tax Audits
Entity Comparisons
Estate Planning for the Small and
Midsized Estate
Estates and Trusts
Executive Compensation
Federal Gift Tax (and the GST Tax)
Fiduciary Income Distribution and
Beneficiary Taxation
Fiduciary Law and Accounting Mechanics
Fiduciary Taxation Introduction
Financial Planning for Higher Educ. Costs
Foreign Bank Account Blues
Form 1040: A Practical Guide
Form 1040: Adjustments to Income
Form 1040: Basic Principles and General
Filing Requirements
Form 1040: Business Income
Form 1040: Deductions From Adjusted
Gross Income
Form 1040: Gains and Losses From Sale
of Property
Form 1040: Gross Income
Form 1040: Income and Other Taxes
Form 1040: Other Income
Form 1040: Penalties and Other Issues
Form 1040: Rental and Pass-Through
Income
Form 1040: Tax Credits
Form 1040: Tax Payments
Form 1041: A Practical Guide
Form 1065: A Practical Guide
Form 1065: Balance Sheet and
Reconciliation
Form 1065: Deductions and Credits
Form 1065: Distributions
Form 1065: General Filing Considerations
Form 1065: Income and Cost of Goods
Sold
Form 1065: Partner’s Capital Accounts
and Share of Income or Loss
Form 1065: Partnership Classification
and Definitions
Form 1065: Partnership Loss Limitations
Form 1065: Partnership Terminations
and Transfers
Form 1065: Self-Employment Tax and
State Tax Issues
Form 1120: A Practical Guide
Form 1120: Balance Sheet and Other
Schedules
Form 1120: Cost of Goods Sold
Form 1120: Deductions
Form 1120: Depreciation
Form 1120: Filing Requirements
for Corporations
Form 1120: Gross Income
Form 1120: Information Items
Form 1120: Personal Service Corporations
Form 1120: Taxes and Credits
Form 1120S: A Practical Guide
Form 1120S: Balance Sheets, Schedules
M-1, M-2 and M-3
Form 1120S: Cost of Goods Sold
Form 1120S: Deductions
Form 1120S: Distributions
Form 1120S: Income
Form 1120S: Pro Rata Share Items
Form 1120S: Requirements and
Qualifications
Form 1120S: Tax Compliance Issues
Form 1120S: Taxes and Payments
Form 1120S: Terminations and Revocations
Form 990: A Practical Guide
Form 990-PF: A Practical Guide
Fundamentals of International Tax I:
Subpart F and CFCs
Fundamentals of International Tax II:
Foreign Tax Credit and the FPHCo
Health Care Tax Tips
Hottest Tax Topics for 2016 — 2017
Individual Income Tax:
Above-the-Line Deductions
Individual Income Tax: Capital Gains,
Pass-Through Income and Other Income
Individual Income Tax: Depreciation
Individual Income Tax: Earned Income
Individual Income Tax: Itemized
Deductions
PREMIER AND PREMIER PLUS PACKAGES:
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Catalog code: CCADM17
ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
Individual Income Tax: Overview
Individual Income Tax: Schedule C, E
and F Expenses
Individual Income Tax: Taxes, Credits
and Penalties
Individual Tax Planning for Your
Client’s Well-Being
Interest Deduction Rules
International Taxation: Foreign Account
Tax Compliance Act (FATCA)
International Taxation: Foreign Investment
in U.S. Real Estate
International Taxation: Inbound
Transactions
International Taxation:
Outbound Transactions
Introduction to International Taxation
Introduction to Partnerships and LLCs
Introduction to the Tax Increase
Prevention Act of 2014
IRAs: Contributions
IRAs: Distributions
LLCs and LLPs: Rules for Limited
Liability Entities
Mastering IRC Section 401(k) Plans
Maximizing Deductions for
College-Bound Families
Multistate Taxation
Net Investment Income Tax
Obamacare: Employer Mandate
Obamacare: Individual Mandate
Oil and Gas Taxation: Comprehensive
Analysis
Ordering IRS Tax Forms and Becoming an
Authorized e-File Provider
Overview of Federal Income Taxation
Partnership Taxation: Advanced
Partnership Taxation: Fundamentals
Partnerships and LLCs: Large Clients
Partnerships: Large Clients
Passive Losses
Practical Asset Protection Strategies
for Older Clients: Estate and Income Tax
Planning
Practical Asset Protection Strategies for
Older Clients: Health Care, Disability and
Competency
Practical Asset Protection Strategies for
Older Clients: Income Security and Legal
Protections
Purchasing and Selling a Business
Qualified Domestic Production Deduction:
A Practical Guide
Quarterly Tax Update Winter 2017 New!
Real Estate Investment Trusts: A Thorough
Overview
Real Estate Investment Trusts: A Deeper
Dive
Real Estate Taxation: Acquiring and
Operating Rental Houses
Real Estate Taxation: Acquiring
Apartments, Office Buildings and
Shopping Centers
Real Estate Taxation: Financing Real
Property Purchases and Holding Raw
Land
Real Estate Taxation: Limitations
on Deducting Losses
Real Estate Taxation: Sales and
Other Dispositions
Repairs or Capitalize?
Representing Taxpayers Before the IRS
Residential Real Estate: Income and
Expenses
Residential Real Estate: Installment Sales
Residential Real Estate: Passive Activity
and At-Risk Rules
Retirement Income Taxation
S Corporations
S Corporations: Pass-Through Items and
Basis Adjustments
Servicing Your Closely Held Business
Clients
Small Business Exception for Accounting
Method Changes Related to Repair
Regulations
Small Business Schedule C and F Expenses
State and Local Taxes
Subchapter C: Corporate Reorganizations
Subchapter C: Distributions and
Redemptions
Subchapter C: Fundamentals of
Corporate Taxation
Tax Accounting Methods and Periods
Tax Considerations for Members of the
Clergy
Tax Considerations for Not-for-Profit
Organizations
Tax Incentives for Paying and Saving for
College Expenses
Tax Practice and Procedure Fundamentals: Tax
Resolution and Solving IRS Issues
Tax Refund Fraud Perpetrated by
Identity Theft
Tax Research: Case Analysis
Tax Research: Court Interpretations
and Citator
Tax Research: Tax Law and
Treasury Interpretations
Tax Strategies for Clients During Their
Golden Years
Tax Strategies for Middle-Income Households
The ABLE Act: Achieving a Better Life
Experience Act of 2014
The Affordable Care Act: A Practical Guide
The Ultimate Guide to Retirement Planning
Top Red Flags for an Audit
Transfer Pricing Fundamentals
Understanding ACA Regulations and
Form 1095-C
Understanding Pension and
Profit-Sharing Plans
Understanding Schedules M-1 and M-2
on Forms 1120 and 1120S
Uniform Capitalization Rules
Value-Added Tax (VAT): A Global View
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SELF-STUDY COURSES
PRINT-BASED CPE COURSES
FOR MORE INFORMATION, VISIT CL.TR.COM OR CALL 800.231.1860
Self-Study Courses allow you to learn on your own time and at your own pace.
• Preview over 85 downloadable courses for free.
• Get 24/7 access to online grading for downloadable courses.
• PPC self-study courses relate directly to PPC guides and are available in both print and
electronic forms.
• The annual Federal Tax Review is a must-have for RIA® customers.
• Quickfinder income tax training courses are a great way to teach and test new tax preparers.
• The Checkpoint Learning print-based self-study product line includes both manuals and DVDs
that work for either individual use or group study.
Practitioners Publishing Company (PPC) and RIA are a part of Checkpoint Learning. Quickfinder is a part of Gear Up.
Checkpoint Learning and Gear Up are registered with the National Association of State Boards of Accountancy (NASBA) as sponsors of continuing professional education
on the National Registry of CPE Sponsors. Checkpoint Learning is approved for group live, group internet based and QAS Self Study delivery methods. Gear Up is approved
for group live and QAS Self Study delivery methods. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
For taxation and other applicable subjects, Checkpoint Learning and Gear Up are registered California CTEC providers. See website for specific courses.
Checkpoint Learning and Gear Up are IRS-approved continuing education providers and offer several courses that are eligible for credit for IRS PTIN holders (including
Enrolled Agents).
Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information, including descriptions, learning objectives
and administrative policies, visit cl.tr.com.
SELF-STUDY
SEE BOTTOM OF PAGE FOR DETAILS.
PPC® SELF-STUDY COURSES
CPE RELATED TO PPC GUIDE TOPICS AND AVAILABLE
TO SUPPLEMENT GUIDE USE
What better way to meet your CPE requirements than to take courses
related to the guidance you use every day? The following guides
include related self-study CPE courses to optimize your use of the
PPC approach and earn credit. Online grading is available through
the Checkpoint Learning platform and provides real-time results.
For more CPE information, visit cl.tr.com or call 800.231.1860.
Unless otherwise noted, all courses are available in both print and
electronic formats.
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Audit Risk Assessment ‡
Auditor’s Reports
Audits of Employee Benefit Plans
Audits of Financial Institutions ‡
Audits of Local Governments*
Audits of Nonprofit
Organizations*
Audits of Nonpublic Companies
Business Valuations ‡
Cash, Tax and Other Bases of
Accounting ‡
Compilation and Review
Engagements
Construction Contractors
GAAP
Homeowners’ Associations
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HUD Audits*
Nonprofit GAAP* ‡
PPC’s 1040 Deskbook
PPC’s 1041 Deskbook ‡
PPC’s 1065 Deskbook ‡
PPC’s 1120S Deskbook ‡
PPC’s 990 Deskbook ‡
Preparing Financial Statements
Preparing Governmental
Financial Statements*
Preparing Nonprofit Financial
Statements* ‡
Quality Control
Single Audits*
Write-Up Services ‡
1040 INCOME TAX PREPARATION
DT1TG16 | 10 CPE | BASIC | $99
FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC
Based on the guidance found in the popular PPC Tax Deskbook
Series, this course focuses on the preparation of individual tax
returns and utilizes a key issue approach in covering topics
ranging from filing status to exemptions, income and adjustments,
personal deductions, tax calculations and tax planning
opportunities.
ETHICS FOR TAX PROFESSIONALS
DERTG16 | 2 CPE | BASIC | $39
FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC
Understand rules and regulations governing the tax profession
and the practical application of these rules in the daily operation
of tax professionals’ businesses. This course covers IRS and
AICPA requirements and standards and meets two-hour ethics
requirement for EAs.
The above courses and all PPC Guide-related self-study courses
are available as downloadable PDFs at cl.tr.com.
* Eligible for Yellow Book CPE ‡ Electronic format only
RIA® FEDERAL TAX REVIEW SELF-STUDY COURSE
RELY ON RIA’S MUST-HAVE FEDERAL TAX REVIEW
The RIA Federal Tax Review 2017 CPE course is comprised of three parts: Individual Taxes (8 credits), Special Situations (9 credits) and
Business Taxes (10 credits). A general refresher in federal taxation, this course will reinforce basic tax law interpretations and keep you
up-to-date on the most important changes for both the 2016 and 2017 tax years. Grading fee of $99 for each module with discounts available
if you complete two or all three modules — see website for details.
PREMIER AND PREMIER PLUS PACKAGES:
Both Premier and Premier Plus subscription packages include UNLIMITED access to all PPC Self-Study courses/exams. Details: page 28.
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SELF-STUDY
SEE BOTTOM OF PAGE FOR DETAILS.
CHECKPOINT LEARNING PRINT-BASED SELF-STUDY COURSES NEW!
Our print-based self-study courses with DVDs are a great option for those who want to have a printed manual for future reference.
The self-study courses also lend themselves well to group study.
AUDITING UPDATE 2017
ETHICS IN TAX PRACTICE: FLORIDA
PBADUP17 | 2 CPE | $50
PBETFLDV16 | 4 CPE | $99
This year-in-review update of auditing issues begins with a look at
guidance related to several topics: SAS No. 131, SAS No. 130 and
SSAE No. 18, as well as the 2016 Center for Audit Quality Alert.
The course then looks at PCAOB changes and the most recent
audit issues that would impact a public accounting firm that audits
only nonpublic entities.
AUDITS OF 401(K) PLANS
PB401K17 | 8 CPE | $130
The purpose of this course is to assist the independent qualified
CPA to properly conduct the work necessary in the audit of 401(k)
defined contribution retirement plans. The course focuses on
the unique ERISA and tax issues involved in the accounting, tax
reporting and ultimately the auditing of the financial statements of
401(k) employee benefit plans.
COMPILATION AND REVIEW GUIDE
PBCARDV16 | 11 CPE | $179
This interactive self-study course provides accountants with
guidance on preparation, compilation and review engagements.
Although there are fewer authoritative standards for these
engagements, they far outnumber the quantity of audits
performed each year. The standards and applicable guidance to
these engagements are provided in the introductory chapter.
The performance of preparation, compilation and review
engagements is discussed, and separate chapters on reporting
are included.
ETHICS FOR CPAs
PBETCPDV16 | 4 CPE | $99
This interactive self-study course offers the CPA a good overview
and refresher of the AICPA Code of Professional Conduct. The
course covers the areas of independence, integrity, objectivity,
general standards, adherence to GAAP and acts discreditable. It is
designed to provide the CPA with a guide for identifying, evaluating
and dealing with ethical dilemmas in addition to giving guidance
on the laws, rules and regulations that govern the CPA profession.
CPAs who prepare tax returns and represent taxpayers before
the IRS and Florida State tax authorities are subject to a variety
of rules that regulate their professional conduct. In addition to
observing the rules of practice established by the Florida Board
of Accountancy, Florida CPAs must also follow rules of conduct
imposed by the American Institute of CPAs (AICPA). The AICPA’s
General Standards and Statements on Standards for Tax Services
(SSTS) establish ethical standards for CPAs when practicing before
any taxing authority — state, local or federal. Treasury Circular 230
governs those authorized to practice before the IRS. This course
examines how these three sets of ethical guidance interact and
fit together to provide a strong ethical framework for the CPA’s
practice of preparing tax returns and providing tax advice in the
State of Florida by explaining each document and how each
relates to the other. For example, guidance in one document,
such as Circular 230, may be incorporated by reference in another
document that requires compliance with “all federal and state
regulations” because Circular 230 is a “federal regulation.” While
State rules are the foundation upon which all other rules must rest,
not all rules addressing ethical tax practice are addressed in the
rules of the Florida Board of Accountancy. Where a rule appears
in the SSTS or in Circular 230, this course will examine the rule to
determine its application as an ethical standard.
FORM 1040: A PRACTICAL GUIDE
PB1040DV15 | 24 CPE | $289
This interactive self-study course primarily covers the principles of
federal income taxation as they relate to individuals. The material
has been organized and arranged in a format that is comparable
to Pages 1 and 2 of Form 1040, with an expanded discussion
of those areas that branch out to the more detailed schedules
that accompany the basic form. The material is also designed
to reinforce understanding of the conceptual framework of the
individual federal income tax scheme while going beyond the
mechanical aspects of compliance.
GAAP GUIDE: COMPLETE
PBGAAPDV16 | 28 CPE | $319
This workbook consists of three courses covering the balance
sheet, the income statement and financial analysis and advanced
GAAP topics.
PREMIER AND PREMIER PLUS PACKAGES: Both Premier and Premier Plus subscription packages include UNLIMITED access to online
grading for CPE credit for PPC, Quickfinder and RIA self-study courses. Details: page 28.
QUANTITY DISCOUNT:
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EBIA LEARNING
EMPLOYEE BENEFITS WEBINARS, SEMINARS AND CONFERENCE
FOR MORE INFORMATION, VISIT CL.TR.COM/ATTENDEBIA OR CALL 800.950.1216
Now available through Checkpoint Learning, EBIA’s
seminars, webinars and annual conference cover
a variety of employee benefits subjects, including
health care reform, cafeteria plans, consumer-driven
health care, COBRA, HIPAA and ERISA.
Our learning opportunities are designed for benefits
professionals, including human resource and
benefits managers, plan sponsors, TPAs, insurance
professionals, attorneys, benefits consultants,
government officials and accountants.
EBIA is now a part of Checkpoint Learning.
Checkpoint Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. Checkpoint Learning is approved for group live, group internet based, and QAS Self Study delivery methods. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors
through its website: nasbaregistry.org.
Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information, including descriptions, learning objectives and administrative
policies, visit cl.tr.com
EBIA LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
EBIA SEMINARS
EBIA WEBINARS
The following EBIA seminars are intermediate-level.
EBIA webinars bring the latest employee benefits information to your
conference room! Our instructors — employee benefits attorneys and other
compliance professionals with many years of experience in the field —
provide leading-edge analysis on a variety of pertinent topics.
2017 SEMINAR TOPICS
Health Care Reform: What's Next?
Our experts will be ready with an in-depth look at proposed changes and
how they may affect the health plans you sponsor, administer or advise.
Fully updated for 2017.
WEBINAR SUITE ANNUAL SUBSCRIPTION
Get company-wide access to EBIA live and recorded webinars! It's a great
way to keep up with employee benefits developments at a time when so
many changes are anticipated. With EBIA’s Webinar Suite, you can attend
every live webinar and order any recording in EBIA’s library of recorded
webinars. EBIA presents at least 24 live webinars throughout the year
and maintains a library of recorded webinars for 12 months after the live
presentation date (so there are generally another 20 – 24 recordings to
choose from at any given time).
It’s truly a cost-effective solution for employee benefits training!
Cafeteria Plans
We’ll walk you through all aspects of cafeteria plan design and
administration, including elections, nondiscrimination, dependent care
assistance programs and health flexible spending arrangements.
ERISA Compliance for Health and Welfare Plans
ERISA litigation marches on — and with it, the risk of fiduciary liability
for plan sponsors and their service providers. This course provides the
guidance you need to comply with ERISA’s requirements affecting plan
documentation, employee disclosures, fiduciary responsibilities, thirdparty administration, claims and appeals and government reporting.
LIVE WEBINARS
Our live webinars are presented on WebEx and include question and
answer sessions in each event. After the live webinar, you also have access
to the recording, viewable as many times as you wish for 60 days.
HSAs, HRAs and Consumer-Driven Health Care
Most EBIA webinars take place from 12:00 – 2:00 p.m. CT. Online
registration ends midnight CT the day before the webinar, or call
800.231.1860 to register up through one hour prior to start time.
Benefit design continues to evolve. Have you considered the potential
advantages — and compliance challenges — of plan designs that include
Health Reimbursement Arrangements (HRAs), workplace Health Savings
Accounts (HSAs) and wellness programs? This course explains the legal
framework and practical tips for employers, service providers and their
advisers. We'll also cover the new Qualified Small Employer HRAs.
2 CPE Credits each (live webinars only)
RECORDED WEBINARS
If you missed a live webinar, choose the recorded version. Your recorded
webinar will be available within 48 hours of your purchase and is viewable
as many times as you wish for 60 days.
HIPAA Privacy and Security
HIPAA compliance is a top priority for health plans, TPAs and their
advisors. We’ll deliver on the legal rules — and best practices for health
plans and business associates — including use and disclosure, business
associate contracts, breach notification and security risk assessments.
2017 WEBINAR SCHEDULE
We’ve planned a full array of webinars across health plan, 401(k) plan
and fringe benefits topics. The following webinars are scheduled for May
through September:
COBRA Compliance for Group Health Plans
Who is entitled to COBRA and when? What about those
all-important COBRA notices? We’ll guide you through these rules, plus
the mechanics of COBRA elections, premium calculation and special
issues for health FSAs and HRAs.
May 18 — Group Health Plan SPDs: Content and Distribution
May 24 — HIPAA Breaches: Preparation and Response
June 15 — Administrative Services Agreements for Group Health Plans
June 21 — Group Health Plans Quarterly Update
July 26 — 401(k) Fiduciary Rules: Whar’s New and What’s Next?
July 27 — Stop-Loss Insurance for Self-Insured Health Plans
August 10 — The “Other” Discrimination Rules: Title VII, Section 1557 and More
August 16 — Heath Savings Accounts and Consumer-Driven Health Care:
What’s New and What’s Next?
September 14 — HIPAA Business Associate Contracts: Due Diligence, Upstream
Liability and More
September 27 — Group Health Plans Quarterly Update
2017 SEMINAR DATES AND LOCATIONS
Boston, MA: May 9 – 12
Minneapolis, MN: May 23 – 26
Dallas, TX: June 6 – 9
Seattle, WA: June 13 – 16
Chicago, IL: June 20 – 23
2017 SEMINAR RECORDINGS
Available after August 15, 2017.
WEBINARS
$289 per webinar
PRICING
Full-Day Seminars $409
Half-Day Seminars $209
Attend All Four Days for $1,479
Custom webinars are also available! Contact Barbara Marino at
800.387.1120 to learn more.
10% group discount on additional registrations; details below.
QUANTITY DISCOUNT:
EBIA public seminars: Save 10% on additional registrations from the same firm when registering for a specific event in a single transaction.
Catalog code: CCADM17
50
cl.tr.com/AttendEBIA | 800.231.1860
EBIA
EBIA
LEARNING
LEARNING
19TH ANNUAL EBIA CONFERENCE
ADVANCED CAFETERIA PLANS AND BENEFITS CONFERENCE IN SAN DIEGO
JULY 12 – 14, 2017 | HILTON LA JOLLA TORREY PINES | 20 CPE CREDITS | $1,289
It’s a year of big changes. Here’s the best way to learn what you need to know, network with your peers and ask the experts your trickiest
questions. A panel of leading attorneys at our annual summer conference will address advanced compliance issues for employer health and
cafeteria plans, account-based plans and wellness programs. We’ll also cover the latest legislative and regulatory developments, plus best
practices for plan design and administration. Don’t miss this information-packed conference.
2017 Conference Session Topics
• Highlights of Legislative and Regulatory Developments
• Six Months In: Transition Planning and What Lies Ahead (Part I)
• Benefits Litigation Update
• Hot Topics for Cafeteria and Account-Based Plans
• Wellness Programs: Privacy Implications
• Designing and Implementing a HIPAA Breach Response Plan
• Qualified Small Employer HRAs and Other Developments
Affecting HRAs
• Excepted Benefits: Why They Still Matter
• Q&A Panel: Cafeteria Plan Expenses, Elections and
Nondiscrimination
• The “Other” Discrimination Rules: Title VII, ACA Section 1557
and More
• Plan Design Trends: Skinny Plans, Narrow Networks and
Reference-Based Pricing
• Six Months In: Transition Planning and What Lies Ahead (Part II)
• Mergers and Acquisitions: Integration Challenges for Employers
and TPAs
• Leaves of Absence: Implications for Cafeteria and Group Health
Plans
• Advanced COBRA Issues
Pricing
First Registrant: $1,289
Additional Registrants in the same order: $1,160 each
Register: 800.231.1860
Conference Location
Hilton La Jolla Torrey Pines
10950 North Torrey Pines Road
La Jolla, CA 92037
815.233.0582
We have reserved a limited number of guest rooms at a group rate of
$239 per night through June 18, 2017. (You may choose to upgrade to
a room with a golf course view for $269 per night or to extend your stay
subject to availability.)
Call the Hilton La Jolla Torrey Pines at 858.558.1500 and select
extension "0" for in-house reservations. You will need the group code
for conference attendees: TRM17.
Cut-off date for group rate reservations: If any guest rooms remain in
the reserved block after June 18, 2017, the rooms will be released at that
time.
CPE Information
Level: Advanced
Prerequisites: Knowledge of cafeteria plans and health
and welfare benefits
CPE Credits: 20
Field of Study: Specialized Industry
Catalog code: CCADM17
51
cl.tr.com/AttendEBIA | 800.231.1860
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