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(LITE28/27) Auditing Spreadsheets

A spreadsheet can produce plausible numbers while hiding broken links, unexpected formulas, or circular references. Learn practical ways to inspect workbook structure, expose formula logic, and investigate errors before relying on the results.This presentation answers the question:How can I determine whether an Excel workbook is working as intended?Topics typically covered•  Workbook orientation: Workbook Statistics, Navigation...

Non Member: $45
Credit Hours: 1

(LIAA04R/27) Audit Quality Control – Avoiding Peer Review Deficiencies – Rebroadcast

Upper-level reviewers have significant responsibilities for ensuring high-quality audit engagements. Unfortunately, deficient audits have serious negative consequences for both the CPA firm and the profession as a whole. This module highlights the most important considerations for those at all levels of the engagement team with quality control responsibilities on audit engagements.

Non Member: $90
Credit Hours: 2

(LIAA48R/27) Fraud Risk – Complying with Minimum Audit Requirements – Rebroadcast

The financial statement auditor's overall responsibility is to obtain sufficient appropriate audit evidence to provide reasonable assurance as to whether the financial statements are materially misstated due to fraud or error. The difficulty is that there are inherent limitations related to detecting fraud due to deliberate schemes to conceal the intent to deceive, such as...

Non Member: $90
Credit Hours: 2

(LIMG06R2/27) The Art of Discipline and Getting Things Done – Applying Better Time, Team, and Project Management Techniques – Rebroadcast

Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline, including time, team, and project management.

Non Member: $90
Credit Hours: 2

(LIAA51R/27) 2026/27 Single Audit Update – Rebroadcast

Stay current on significant developments affecting Single Audits with this focused update on recent regulatory and professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million and other changes impacting audit planning and execution. The course also examines Appendix B of the 2025 GAS/Single...

Non Member: $45
Credit Hours: 1

(LIAA13R2/27) Internal Control Frameworks for Single Audit – Rebroadcast

The Uniform Guidance identifies COSO and the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework, including its 2013 update, and explores its application to the Green Book. Attendees will learn to recall the five components and 17 principles of internal control, understand...

Non Member: $45
Credit Hours: 1

(LIAA19R/27) Common Deficiencies in SSARS Engagements – Rebroadcast

Preparation, compilation, and review engagements continue to receive heightened attention in peer review. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation, and review engagements and discuss why these deficiencies occur. The...

Non Member: $180
Credit Hours: 4

(LITE12R/27) Incident Response Checklist for Finance – Rebroadcast

Be prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear, finance-focused incident response checklist to help limit damage, meet reporting obligations, and support an effective recovery.

Non Member: $45
Credit Hours: 1

(LITE08R/27) AI Clinic: Spreadsheet Formula Help (with Validation) – Updated 2027

Learn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You'll leave with practical examples you can confidently apply to real-world spreadsheets.

Non Member: $75
Credit Hours: 1

(LIOT21/27) Leading Through Continuous Change – Without Exhausting the Team

Deadlines don’t pause for change—and neither do client expectations. For CPAs, CFOs, and accounting professionals, the challenge is advancing new systems, processes, and priorities while protecting accuracy, engagement, and team capacity.Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program on leading change your team can sustain. Learn to distinguish resistance from confusion,...

Non Member: $45
Credit Hours: 1

(LIAA33R2/27) How to Audit Inventory – Rebroadcast

Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical...

Non Member: $90
Credit Hours: 2

(LITE15/27) Resistance to Resilience: Striving for Technology Change Acceptance

Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to...

Non Member: $45
Credit Hours: 1

(LITE13R/27) Phishing Simulation Follow-Up Actions – Rebroadcast

Reinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities, improve employee awareness, and strengthen your organization's overall security posture.

Non Member: $45
Credit Hours: 1

(LITX58/27) Understanding Partnership Taxation – Distributions

As a practitioner, you know that sometimes small business owners make little distinction between their own pocketbook and the company's pocketbook. For this reason, distributions from smaller partnerships can be frequent. It is important for us, as their advisors, to know what the tax impact is for these distributions - which ones will be fine,...

Non Member: $65
Credit Hours: 1.4

(LIAA59/27) Audit & Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements Part 1

Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.

Non Member: $180
Credit Hours: 4

(LIAA60/27) Audit & Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements Part 2

Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.

Non Member: $180
Credit Hours: 4

(LIAA61/27) Best Practices: Conducting Meaningful Walkthroughs

This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may...

Non Member: $90
Credit Hours: 2

(LIAA50R/27) Common Yellow Book & Single Audit Deficiencies – Rebroadcast

Yellow Book and Single Audit engagements are routinely selected for peer review and continue to be areas of heightened scrutiny by peer reviewers and federal oversight agencies. This course examines common deficiencies identified in GAGAS and Single Audit engagements, with a focus on understanding why these issues arise and how they can be avoided. Participants...

Non Member: $180
Credit Hours: 4

(LIAA62/27) Internal Control Fundamentals

AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal...

Non Member: $90
Credit Hours: 2

(LIAA63/27) Inventory Observation – Cretaceous Conservatory Simulation

Step into the heart of the Cretaceous Conservatory for an unforgettable inventory observation adventure! In this immersive simulation, you'll travel to a remote island where the inventory isn't just counted, it's alive. As an auditor responsible for ensuring accuracy in the company's dinosaur-development operations, you'll face wild risks, navigate complex inventory procedures, and confront the...

Non Member: $135
Credit Hours: 3

(LITE29/27) Excel Charts

Charts can make financial results easier to interpret, but they also create maintenance when source data grows or reporting needs change. This session covers building appropriate charts, keeping chart ranges current, and using a waterfall chart to illustrate changes in financial results.This presentation answers the question:How can I build charts that communicate financial results and...

Non Member: $45
Credit Hours: 1

(LITE02R/27) AI Clinic: Drafting Client Emails with Safe Prompts – Updated 2027

Learn how to use AI to draft clear, professional client emails while protecting confidentiality and avoiding risk. This clinic walks through practical, ready-to-use prompts that help you save time without sacrificing accuracy or tone. You'll leave with examples you can confidently apply to everyday client communications.

Non Member: $75
Credit Hours: 1

(LITE09R/27) AI Clinic: Policy-Compliant Use Cases for Firms – Updated 2027

Learn how firms are using AI in practical, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality, professional standards, and firm governance. You'll leave with clear examples your organization can adapt confidently and responsibly.

Non Member: $75
Credit Hours: 1

(LITE14R/27) When Technology Stops, Leadership Starts – Rebroadcast

Quickly assess how client data is collected, stored, shared, and protected across your organization. This course provides a practical, checklist-based audit to identify gaps, reduce risk, and strengthen data handling practices without overcomplicating the process.

Non Member: $45
Credit Hours: 1

(LITE07R/27) Vendor Payment Controls (BEC Prevention) – Rebroadcast

Protect your organization from costly business email compromise (BEC) fraud by strengthening vendor payment controls. This course highlights common risk points, red flags, and practical control measures to prevent fraudulent payment requests and safeguard financial operations.

Non Member: $45
Credit Hours: 1

(LITE10R2/27) MFA + Password Manager Rollout Plan – Rebroadcast

Create a clear, practical roadmap for implementing multi-factor authentication and password managers across your organization. This course outlines best practices, common adoption challenges, and rollout strategies to strengthen security while minimizing user resistance.

Non Member: $45
Credit Hours: 1

(LITE17/27) Current Cybersecurity Risk Management Trends

One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them.

Non Member: $90
Credit Hours: 2

(LIMG02R/27) Supervisor Skills – Coaching Staff to Stay on the Right Track – Rebroadcast

Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities.

Non Member: $90
Credit Hours: 2

(LIAA55R/27) Testing Internal Controls – Exploring Strategies for Verifying Operating Effectiveness – Rebroadcast

Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This module will describe how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit.

Non Member: $90
Credit Hours: 2

(LIOT22/27) Productive Conflict: Turning Disagreement into Better Decisions

When the numbers are clear but opinions differ, how do you move forward? For CPAs, CFOs, and accounting professionals, disagreements over budgets, priorities, and business strategy can sharpen decisions—or strain relationships and stall execution.Join Doug Van Dyke, CEO of Leadership Simplified, to discover how to turn competing perspectives into stronger outcomes. Learn to surface concerns before...

Non Member: $45
Credit Hours: 1

(LIAA64/27) All About Fraud – Examples, Prevention and Auditing

Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud Examiners, along with key characteristics...

Non Member: $180
Credit Hours: 4

(LIMG07/27) Effective Governance for Nonprofit Success

Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical...

Non Member: $45
Credit Hours: 1

(LIAA65/27) Introduction to Risk Assessment

Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, and observation and inspection techniques....

Non Member: $90
Credit Hours: 2

(LITX59/27) Lifecycle Financial Planning: Estate Planning – A Primer on Gifting

Gifting is a key part of any estate plan. If done correctly, wealth can be transferred to other family members and loved ones while minimizing the tax effects. However, clawback provisions, exemption limitations, and the estate tax structure make this process wrought with potential pitfalls. In this course, we will discuss the rules surrounding gifting,...

Non Member: $45
Credit Hours: 1

(LITX14R/27) Understanding S-Corporation Taxation Compensation Issues & Entity Level Taxes – Rebroadcast

Even though they have been around for several years, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S-Corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S-Corporation...

Non Member: $65
Credit Hours: 1.4

(LITX60/27) Lifecycle Financial Planning: Estate Planning – Form 706 Basics

The estate tax return is very different from nearly every other IRS filing. It is filled with nuances and details that often elude the average practitioner. To make matters worse, clients who have to file a Form 706 are generally wealthy, so errors can be costly. In this course, we will discuss some basic tax...

Non Member: $45
Credit Hours: 1

(LIAA66/27) Advanced Audit Planning Concepts – Ensuring an Effective and Efficient Audit

The biggest factors that lead to an effective and efficient financial statement audit are the properly identification, evaluation, and response to risk of material misstatement. Assessed risk of material misstatement leads to the generation of the nature, timing and extent of further audit procedures. This module will focus on how to enhance engagement team brainstorming...

Non Member: $90
Credit Hours: 2

(LIAA67/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: Segment 7: Identifying, Ev

This series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in "real-life" circumstances. Practical understanding of principles and standards can result in a high-quality, insightful, and profitable engagement.

Non Member: $90
Credit Hours: 2

(LIAA68/27) Financial Statement Analysis Best Practices

This course will focus on methods for assessing entity performance from operational efficiency, to liquidity and solvency, to investment performance, to broader financial health using both for-profit and nonprofit examples.

Non Member: $90
Credit Hours: 2

(LIAA70/27) 2026/27 Annual Update for Accountants & Auditors

This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with...

Non Member: $180
Credit Hours: 4

(LIAA50R2/27) Common Yellow Book & Single Audit Deficiencies – Rebroadcast

Yellow Book and Single Audit engagements are routinely selected for peer review and continue to be areas of heightened scrutiny by peer reviewers and federal oversight agencies. This course examines common deficiencies identified in GAGAS and Single Audit engagements, with a focus on understanding why these issues arise and how they can be avoided. Participants...

Non Member: $180
Credit Hours: 4

(LIAA71/27) Deep Dive into Common Auditing Deficiencies

Audit deficiencies continue to be a focus area for peer reviewers, regulators, and state boards of accountancy. This course examines common deficiencies identified by the AICPA and state boards, highlighting recurring issues that affect audit quality and compliance. The course covers frequently cited problem areas, including risk assessment, analytical procedures, audit sampling, and group audits....

Non Member: $180
Credit Hours: 4

(LITE30/27) Dynamic Array-Based Financial Statements

Financial reports often require repeated copying, filtering, and restructuring whenever new data arrives. Modern dynamic array formulas offer ways to create financial statement views that adapt as source data and reporting requirements change.This presentation answers the question:How can dynamic array formulas make financial reporting more responsive to changing data?Topics typically covered:· Unique report categories: UNIQUE...

Non Member: $45
Credit Hours: 1

(LIET19/27) AICPAs Code of Professional Conduct – Exploring the Foundational Principles

CPAs must seamlessly transition to a profession that relies heavily on conformance with technical and ethical standards. It is critical for CPAs to seek to serve the public interest with a strong sense of character, integrity, competence, and due professional care. In addition, CPAs must appropriately safeguard any threats to independence and objectivity. This course...

Non Member: $150
Credit Hours: 2

(LIAA72/27) How to Evaluate Whether You (the Client) Are Getting the Most for Your Audit Dollars

An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform...

Non Member: $90
Credit Hours: 2

(LIAA73/27) Top Accounting, Financial Reporting, Operational, and Other Challenges for Nonprofits

Nonprofits operate in a unique environment compared to for profits. This course will describe the top accounting, financial reporting, operational, compliance, and other challenges that nonprofits face. This information will assist nonprofit management, governance, and their public accountants in helping the nonprofit achieve both short-term and long-term success.

Non Member: $90
Credit Hours: 2