CalCPA Education Foundation Onsite Learning Programs

• Accounting and Financial Statements
• Auditing
• Ethics and Regulatory Review
• Finance
• Fraud
• Governmental Accounting and Auditing
• Nonprofit / Not-for-Profit
• Practice Development
• Taxation
• Technology
• Trusts and Estates

Accounting and Financial Statements

• Accounting and Auditing Update
• Cash and Credit Management
• Compilations and Reviews: Risks, Procedures and Fraud
• Financial Reporting: Your Guide to Reading Financial Reports
• Fresh Start, Fair Value and Impairment Accounting
• GAAP Update
• Key Ratio Analysis
• Leases: Present and Future
• Revenue: Present and Future
• Review of Significant Accounting Topics
• Statement of Cash Flows: Preparation and Analysis Workshop
• U.S. GAAP and IFRS Divergence

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Auditing

• Audit Standards Update: Clarifying Risk Assessment
• Auditing Defined Contribution Plans
• Auditing Employee Benefit Plans
• Audits of 401(k) Plans
• Defensive Auditing: Surviving Peer Review, Inspections and Litigation Exposure
• Documentation Requirements, Design and Reviewing Techniques of Workpapers
• Effective Workpaper Techniques: Building a Better Workpaper

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Ethics and Regulatory Review

• Accountancy Laws, Ethics, Taxes and Financial Reporting Review
• Ethical and Legal Standards for CPAs
• Everyday Ethics: Doing Well by Doing Good

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Finance

• Cost Modeling & Analysis Using Excel
• Cost Reduction Strategies: Best Practices
• Financial Modeling and Driver-Based Planning
• Financial Statement Analysis
• Personal Financial Statements

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Fraud

• Accounting Fraud
• Advanced Fraud Case Study
• California Frauds, Scams and Scandals
• Common Frauds and the Internal Controls Designed to Prevent and Detect Them
• Corporate Governance, Fraud and Control: Setting the Strategy and Executing it Efficiently
• Deception, Embezzlement and Fraud
• Fraud and the CPA Profession
• Fraud - Practical Approaches to Prevention & Detection
• Fraud: Essential Audit Tools and Techniques
• Mitigating Fraud Engagement Risk for Nonaudit Practitioners

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Governmental Accounting and Auditing

• Administrative Rules for Federal Grants
• Audits of State and Local Governments: What You Need to Know
• Avoiding Problems in Conducting Single Audits
• Basic Concepts of Governmental Accounting, Financial Reporting and Auditing
• Cost Principles for State and Local Governments and Nonprofit Organizations
• GASB Basic Financial Statements for State and Local Governments
• Government Pension Accounting and Financial Reporting
• HUD Audits of Multifamily Housing Projects: Audit Requirements Under the HUD Audit Guide and for Single Audits
• Interpreting The Yellow Book
• Single Audits: A Case Study Approach

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Nonprofit / Not-for-Profit

• Form 990: The Basics
• Form 990-PF: Private Foundation Basics
• Not-for-Profit Organizations: Accounting and Auditing Principles and Applications
• Staying Current with Nonprofit Accounting and Auditing

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Practice Development

• Business Writing for Accountants
• Communication Styles: Leading Effectively Across Differences
• Leadership Skills Training
• Managing Successful Teams
• Organization, Outlook and Time Management

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Taxation

• Best Practices for Tax Income and Expense Recognition
• Buying and Selling S Corporations: Tax Planning Opportunities
• Corporate Income Tax Return Fundamentals
• Cost Capitalization A-Z
• Deal Structure for Mergers and Acquisitions
• Federal and California Tax Update
• Fundamentals of 1031 Exchanges
• Multistate Taxation of Business Entities
• Multistate Taxation of Flow-Through Entities
• Real Estate Taxation
• Retirement Distributions: Planning Options
• Strategies for Tax Dispute Resolution
• Tax Considerations for Buying and Selling a Business
• Tax Planning and Compliance for Multinational Families
• Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services
• Tax Research Skills

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Technology

• Excel Financial Reporting and Analysis
• Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling: Intermediate
• Introduction to XBRL: New Opportunities for CPAs

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Trusts and Estates

• Form 1041: Down to the Basics
• Form 1041 Workshop
• The Nuts and Bolts of High End Planning

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In addition to the programs listed above, we have many additional program options through the AICPA and other national vendors. We can also customize a program to meet your specific needs. Just ask onsite@calcpa.org.