Course Library

The objective of this course is to address the latest developments affecting 2024 and 2025 audit engagements. Topics include: addressing the auditor’s consideration of the business and economic enviro ...

E-invoicing represents one of the most breakthrough technologies of recent years, now being adopted in 70+ countries and embraced by market leaders worldwide. Our comprehensive course: E-Invoicing Mas ...

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation ...

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

E-invoicing represents one of the most breakthrough technologies of recent years, now being adopted in 70+ countries and embraced by market leaders worldwide. Our comprehensive course: E-Invoicing Mas ...

This 4-hour course is designed to meet the 4-hour ethics CPE requirement for Wyoming CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the applicati ...

This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors. We will touch upon basic concepts of type of funds, investors, share classes, capital activities, fe ...

This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors, and Hedge fund Fees. We will touch upon basic concepts of type of funds, investors, share classes, c ...

This course offers an overview of what Hedge Funds are, how they operate and what is Hedge Fund Accounting all about. The course offers fundamental knowledge of Net Asset Valuation (NAV) concept, esse ...

In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the power and flexibility of PivotTables—Excel’s most effective tool for summarizing and analyzing large dataset ...

This course offers an overview of Swap Accounting. Starting with basic definition of swap, the course discusses different types of Swap instruments Hedge funds typically trade in and benefits of havin ...

In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the world of pattern-based lookups using powerful tools like XLOOKUP and regular expressions. You’ll discover ho ...

In this presentation author and Excel expert David H. Ringstrom, CPA, demystifies Excel’s family of lookup functions, guiding you from the legacy VLOOKUP formula to the more versatile XLOOKUP. David s ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will walk you through a deep dive on printing and page layout techniques in Excel. Topics covered include setting or clearing pri ...

This 2-hour course is designed to meet the 2-hour Ethics CPE requirement for Nevada CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession.  Certain content ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of beginning to advanced logic functions and related formulas. Topics ...

In this presentation author and Excel expert David Ringstrom, CPA shares several worksheet functions with you that will enable you to sum data in a variety of ways. Techniques include maximizing the s ...

This course provides an of the accounting for guarantees and commitments under U.S. GAAP. It begins with the principles for recognizing and disclosing guarantees and then expands to cover commitments, ...

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

This presentation by author and Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheet basics. You'll learn how to duplicate Excel worksheets to sa ...

This course covers the accounting for costs of software that’s developed to be sold, leased, or marketed, based on the guidance in ASC 985-20. We’ll focus on how to assess technological feasibility an ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various essential Excel skills. David will start from the beginning with Excel with topics such a ...

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will take you on a deep dive into the art of data management and analysis in Excel. You'll discover indispensable techniques for ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will cover a range of topics to enhance your Excel skills. You will learn how to assign names to cells, which lays groundwork for ...

This course tells you everything that you need to know about VLOOKUP and XLOOKUP. They are huge timesavers as both functions allow you search through data and have Excel return a corresponding value f ...

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

In this presentation, author and Excel expert David H. Ringstrom, CPA will showcase 10 powerful Excel features that can help accountants work more efficiently, including tools like XLOOKUP, SUMIF, Piv ...

This comprehensive course, "Fraud Lens for Accountants—AP and AR Invoices," is essential for finance professionals seeking to fortify their organization's defenses against financial wrongdoing. Uncove ...

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

Learn how to balance risk and reward across key working capital accounts, including cash, accounts receivable, inventory, accounts payable, and short-term debt.  Gain insights into forecasting, monito ...

This course explores the board practices and leadership roles that cultivate a more effective and more engaged Board of Directors. Many organizations have a Board of Directors appointed by a group of ...

Understand report basics and review techniques for SOC reports with this comprehensive training bundle. Designed for auditors, compliance professionals, and IT risk managers, this bundle combines four ...

This course provides a practical guide to reviewing SOC reports for SOX and compliance purposes. Participants will learn how to interpret key components of SOC reports, assess auditor opinions and cov ...

In today’s rapidly evolving accounting landscape, CPAs are working harder than ever—but often not seeing the growth, profitability, or fulfillment they expected. This dynamic session, Elevating Your A ...

Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation o ...

This course provides a clear and practical overview of SOC 3 reports, including their structure, intended audience, and real-world use cases. Participants will learn how SOC 3 reports differ from SOC ...

Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation o ...

This course provides a comprehensive overview of SOC 2 reports, focusing on their structure, purpose, and how to interpret and apply them in a compliance or risk management context. Participants will ...

This course provides a comprehensive overview of SOC 1 reports, focusing on when they are needed, how they are structured, and how to effectively review and rely on them for SOX and financial audit pu ...

This comprehensive course is essential for finance professionals seeking to fortify their organization's defenses against financial wrongdoing. Uncover the alarming statistics: organizations lose appr ...

This comprehensive course, "Fraud Lens for Accountants—AP and AR Invoices," is essential for finance professionals seeking to fortify their organization's defenses against financial wrongdoing. Uncove ...

Welcome to Financial Reporting Ethics: Tools & Mastery. Financial reporting is the foundation of trust in capital markets, and ethical practice goes far beyond mere compliance. This course equips you ...

This course provides an overview of ethical thought as well as the core values of the CPA in business and the application of these values to ethical reasoning.  The AICPA Code of Professional Conduct ...

This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX.  Dewey & LeBouef was a high-profile law firm that, at its peak, had over 3,000 employees and over 1 ...

Individuals in the accounting and auditing profession have a considerable responsibility to the general public. To gain public trust and maintain professionalism, professional conduct and ethical beha ...

This 4-hour course is designed to meet the professional ethics CPE requirement for Mississippi CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession and th ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will delve into a comprehensive exploration of Microsoft Excel's powerful text manipulation tools and functions. He'll cover a wi ...