The combination of growth in the commercial utilization of the Internet, the rapid changes in technology, and the complexity of management has expanded the scope of the duties of business managers.  This covers all aspects of electronic commerce: the Internet, advertising and marketing, and specific technologies. It also addresses steps to move business online, e-commerce strategies, and the concerns of business managers such as security issues.

Field of Study    Information Technology

Level of Knowledge        Overview

CPE        6

Prerequisite        None

Advanced Preparation   None

Click Here For Courses Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Course Description
Identity theft is a common type of fraud. Anyone can be targeted; from a household, business, to a nation. Identity theft impacts not just the victims, but their families, friends, employers, and the organizations involved. There is a need for better education and awareness regarding the threat of identity theft. This course explains what identity theft is and how federal laws protect victims of identity theft. It discusses how criminals steal identity and addresses common schemes they use. It also helps you recognize warning signs and identify methods that secure your identity. Finally, the course discusses how businesses and organizations protect personal information collected and respond to data breaches. Real-life cases and tips to protect yourself against identity theft are included as well.

Learning Objectives
After completing this course, you will be able to:
1.    Recognize legislation that protects identity theft victims
2.    Recognize how criminals commit acts of identity fraud
3.    Identify ways you can help prevent and detect identity theft
4.    Identify actions to take if you become a victim of identity theft
5.    Recognize how businesses and organizations protect personal information collected  


Field of Study:        Business Law
Level of Knowledge:    Overview
Prerequisite:          None
Advanced Preparation:  None

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

AI & Accounting - What You Need to Know

Course Overview:
This course provides an overview of Artificial Intelligence (AI) in accounting.  This course includes a detailed discussion of key AI concepts as well as its use in data analysis and reporting.  This course also provides an overview of how organizations can implement AI solutions as well as the factors to consider when implementing these software solutions.  This course concludes with a discussion of the common challenges and barriers to AI adoption.  

Learning Objectives:

    Upon completion of this course you will be able to:
    Identify key concepts related to AI
    Recognize subsets of machine learning
    Identify key characteristics of deep learning
    Recognize how AI can be used in the accounting profession
    Identify key differences in traditional vs. AI-driven accounting software
    Recognize examples of various types of AI accounting software
    Identify AI tools like OCR and NLP for data extraction
    Recognize AI algorithms for data cleansing
    Identify data normalization and AI techniques
    Identify AI-driven forecasting techniques for accurate predictions
    Recognize readiness factors for AI adoption in organizations
    Identify steps for integrating AI into existing processes and workflows
    Recognize the importance of training and upskilling employees
    Identify common challenges and strategies for AI adoption in organizations

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

AI Essentials for CPAs: Exploring Cutting-Edge Technology
Course Overview
This course provides an overview of Artificial Intelligence (AI) in accounting with a focus on its significance and evolution.  This course includes a detailed discussion of key AI concepts as well as ethical considerations, regulatory frameworks, and its use in data analysis and reporting.  This course also provides examples of how AI can be used in both audit and tax practices and provides strategies that can be used to most effectively implement its use in organizations.  This course concludes with a discussion of future trends in AI.      

Upon completion of this chapter, you will be able to:
    Identify key concepts related to AI
    Recognize subsets of machine learning
    Identify key characteristics of deep learning
    Recognize how AI can be used in the accounting profession
    Identify key differences in traditional vs. AI-driven accounting software
    Recognize examples of various types of AI accounting software
    Recognize ethical considerations in AI integration for accounting
    Identify regulatory frameworks governing AI integration in accounting
    Recognize data privacy and security concerns in AI-driven accounting
    Identify best practices for ethical AI usage in accounting firms
    Identify AI tools like OCR and NLP for data extraction
    Recognize AI algorithms for data cleansing
    Identify data normalization and AI techniques
    Identify AI-driven forecasting techniques for accurate predictions
    Recognize AI's role in audit planning and risk assessment
    Identify how AI can automate audit procedures
    Recognize AI techniques for detecting anomalies and fraud during audits
    Identify AI's application in compliance monitoring
    Recognize readiness factors for AI adoption in organizations
    Identify steps for integrating AI into existing processes and workflows
    Recognize the importance of training and upskilling employees
    Identify common challenges and strategies for AI adoption in organizations
    Recognize AI's role in tax preparation activities
    Identify how AI can assist CPAs in tax research
    Recognize how AI is being used by the IRS
    Identify how to write effective ChatGPT prompts when performing tax research
    Recognize key technologies shaping the future of AI for CPAs, including RPA and blockchain
    Identify the evolving role of AI in accounting practices and its impact on future job roles
    Identify potential legislation impacting the adoption of AI in accounting and finance
    Recognize the importance of understanding AI trends for CPAs to stay competitive

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series Module 1- Audit & Compliance

Course Overview
This course provides an overview of how AI is used in audits and compliance tasks.  It discusses how AI helps auditors identify risks by analyzing large amounts of data and setting materiality thresholds based on historical data and industry standards.  It also addresses how AI tools can be also automate audit procedures like data analysis and testing and how AI can detect anomalies and fraud by spotting unusual patterns in financial data and transactional records.  

Learning Objectives
Upon completion of this course, you will be able to:
* Recognize AI's role in audit planning and risk assessment
* Identify how AI can automate audit procedures
* Recognize AI techniques for detecting anomalies and fraud during audits
* Identify AI's application in compliance monitoring

Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.


AI Series Module 2 – Considerations for Organizations When Adopting AI


Course Overview
This course provides an overview of some of the implementation strategies and considerations when integrating AI technologies within organizations.  It addresses how you can assess readiness for AI adoption as well as integrating AI into current workflows.  This course also addresses the importance of training and upskilling staff to effectively utilize AI tools and some of the common challenges and barriers to AI adoption.


Learning Objectives
Upon completion of this course, you will be able to:
•    Recognize readiness factors for AI adoption in organizations
•    Identify steps for integrating AI into existing processes and workflows
•    Recognize the importance of training and upskilling employees
•    Identify common challenges and strategies for AI adoption in organizations

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series Moduel 3 – Considerations in Tax Preparation & Research

Course Overview
This course provides an overview of the AI considerations with respect to tax preparation and tax research.  This includes a discussion of how AI technology can be used in tax preparation, including automated data collection and tax optimization strategies.  This course also addresses how AI can be used in tax research, including how CPAs can best leverage ChatGPT.  This course concludes with a discussion of how the IRS is also using AI technology in its enforcement efforts.  

Learning Objectives
Upon completion of this course, you will be able to:
•    Recognize AI's role in tax preparation activities
•    Identify how AI can assist CPAs in tax research
•    Recognize how AI is being used by the IRS
•    Identify how to write effective ChatGPT prompts when performing tax research

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series  Module 4 Ethics & Regulations

Course Overview
This course explores the ethical and regulatory aspects of integrating AI in accounting.  It covers ethical considerations like bias, transparency, and accountability, alongside regulatory frameworks such as data protection laws and professional standards. Additionally, this course addresses data privacy and security concerns and offers best practices for ensuring ethical AI usage in accounting firms.

Learning Objectives
Upon completion of this course, you will be able to:
•    Recognize ethical considerations in AI integration for accounting
•    Identify regulatory frameworks governing AI integration in accounting
•    Recognize data privacy and security concerns in AI-driven accounting
•    Identify best practices for ethical AI usage in accounting firms

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series Module 5  Future Trends in AI & Software for CPAs

Course Overview
This course provides an overview of future trends in AI and software for CPAs.  This includes a discussion of technologies such as RPA, blockchain, as well as other technologies like quantum computing, edge computing, and decentralized AI.  This course also addresses the evolution of AI in accounting practices as well as how AI may impact jobs in the future.  This course concludes with a discussion of how potential legislation may impact the future of AI.

 
Learning Objectives
Upon completion of this course, you will be able to:
•    Recognize key technologies shaping the future of AI for CPAs, including RPA and blockchain
•    Identify the evolving role of AI in accounting practices and its impact on future job roles
•    Identify potential legislation impacting the adoption of AI in accounting and finance
•    Recognize the importance of understanding AI trends for CPAs to stay competitive

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series Module 6– Introduction to Artificial Intelligence

Course Overview
This course provides an overview of the basics of AI, including the key concepts related to AI such as machine learning, deep learning, and Natural Language Processing.  This course provides a discussion of how AI has evolved from its early beginnings.  This course also provides a discussion of how AI and automation can be used in the accounting profession.  

Learning Objectives
Upon completion of this course, you will be able to:
•    Identify key concepts related to AI
•    Recognize subsets of machine learning
•    Identify key characteristics of deep learning
•    Recognize how AI can be used in the accounting profession

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series Module 7– Leveraging AI for Data Analysis & Reporting


Course Overview
This course provides an overview of leveraging AI for data analysis and reporting in accounting.  It covers the automation of data extraction, cleansing, and normalization processes as well as how AI facilitates automated financial analysis and forecasting.  This course also addresses how AI generates actionable insights from financial data which aids in strategic planning.

Learning Objectives
Upon completion of this course, you will be able to:
•    Identify AI tools like OCR and NLP for data extraction
•    Recognize AI algorithms for data cleansing
•    Identify data normalization and AI techniques
•    Identify AI-driven forecasting techniques for accurate predictions

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

AI Series Module 8– Technologies in Accounting Software

Course Overview
This course provides an overview of how AI is reshaping accounting software, streamlining tasks, improving accuracy, and offering advanced analytics.  It covers key AI-driven features like automated data entry, intelligent invoice processing, predictive analytics, fraud detection, risk assessment, and natural language processing.  In this course, we’ll also explore example case studies which illustrate AI's effectiveness in automating processes.

Learning Objectives
Upon completion of this course, you will be able to:
•    Identify key differences in traditional vs. AI-driven accounting software
•    Recognize examples of various types of AI accounting software

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Understanding the Basics of Robotic Process Automation (RPA)

Course Overview
This course provides an overview of the basics of Robotic Process Automation (RPA).  This includes a discussion of the key benefits as well as some of the implementation challenges associated with RPA.  This course provides several examples of how RPA can be used in organizations as well as some of the top providers of RPA technology.    

Learning Objectives
Upon completion of this course, you will be able to:
•    Recognize benefits of implementing RPA technology
•    Identify some of the key components of RPA architecture
•    Recognize types of organizations that benefit most from RPA technology
•    Identify some of the challenges when implementing RPA technology
 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

Accounting & Reporting for Crypto Assets

Course Overview
This course provides an overview of the accounting and financial reporting requirements with respect to crypto assets.  This includes a discussion of the types of assets that are within the scope of the guidance for crypto assets along with recognition, presentation, and disclosure requirements.  

Learning Objectives
Upon completion of this course, you will be able to:
* Recognize the criteria for determining what constitutes a crypto assets based on U.S. GAAP
* Identify the recognition requirements for crypto assets
* Recognize the way in which crypto assets are presented on an entity's financial statements
* Identify disclosure requirements with respect to crypto assets

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies