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(LITE23/27) Mastering XLOOKUP: Modern Lookup Techniques in Excel

XLOOKUP has become Excel's premier lookup function, replacing many of the limitations of VLOOKUP and HLOOKUP while introducing capabilities that were previously difficult or impossible to achieve. In this practical session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to use XLOOKUP confidently to retrieve information, solve common lookup challenges,...

Non Member: $45
Credit Hours: 1

(LIOT09/27) Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About

In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to...

Non Member: $180
Credit Hours: 4

(LITX27/27) Lifecycle Financial Planning – Qualified Retirement Plans

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the foundation of most people's retirement planning - qualified plans. We will discuss the types of qualified plans, how...

Non Member: $90
Credit Hours: 2

(LITX28/27) Lifecycle Financial Planning – Getting Money to Small Business Owners

Financial planning for a small business is inherently tied with the owner. When you plan for the future of the company, you are planning for the individual as well. Trying to get the owner additional cash from his/her company is a common issue faced by many advisors. However, it is important to realize that the...

Non Member: $65
Credit Hours: 1.4

(LIAA25/27) A Guide to Sampling – Part 1

Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling...

Non Member: $90
Credit Hours: 2

(LIAA26/27) How to Audit Accounting Estimates

When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the...

Non Member: $90
Credit Hours: 2

(LIAA27/27) Introduction to Yellow Book

Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with...

Non Member: $90
Credit Hours: 2

(LIAA28/27) What’s Going on at the FASB (2026/27)

This course provides an efficient update on recent and upcoming accounting standard-setting activity issued by the Financial Accounting Standards Board (FASB). The course focuses on Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Participants will also review issued ASUs with future effective dates, along with...

Non Member: $90
Credit Hours: 2

(LIAA29/27) Auditing Revenue Recognition – Grasping the Higher Risks and Special Audit Considerations

Revenue recognition is presumed to be a significant risk requiring special audit consideration for financial statement auditing purposes. This module will provide tips and techniques for obtaining sufficient and appropriate audit evidence to support conclusions related to accounting for revenues obtained from contracts with customers.

Non Member: $90
Credit Hours: 2

(LIMG03/27) Critical “Soft” Skills for CFOs and Controllers

Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be!

Non Member: $180
Credit Hours: 4

(LIOT04/27) Success – A Roadmap to Ponder

Success is not one-size-fits-all—especially in a demanding profession like accounting. This session helps participants define “success” in a way that is deeply personal, values based, and sustainable. You’ll learn how to translate long-term vision into a clear, practical roadmap; align your time and energy with what matters most; build momentum through consistent routines; and measure...

Non Member: $45
Credit Hours: 1