PREMIER CPE
Your Source for High-Quality, Affordable, Florida-Specific Education
2024-25 COURSE CATALOG
Custom, Convenient, Compliant: Your All-Purpose CPE Solution
SHELLY
WEIR President & CEO FICPA“Our Learning & Development team is dedicated to offering highquality, affordable, Florida-specific education.”
Florida CPAs up for renewal this year will be the first to encounter the Department of Business and Professional Regulation’s (DBPR) new CPE reporting tool.
Please note that the deadline to complete your CPE is June 30 and the deadline to upload your proof of completion to DBPR is July 31.
And remember: The FICPA is here to help. If you have not already, I highly encourage you to visit FICPA.org/CPETracker to find more information on the new reporting tool, watch a step-by-step tutorial of the upload process, and learn about the benefits of the FICPA’s CPE Tracker.
As always, our Learning & Development team is dedicated to offering high-quality, affordable, Florida-specific education that meets your requirements for licensure.
Whether you’re looking to meet this year’s deadline or working ahead for next year, this updated edition of our Premier CPE catalog lists every course you’ll need to complete your credit hours on your schedule and according to your preferences.
Looking for even more options? You can search our full suite of more than 8,000 hours of education at FICPA.org/CPE
In addition to our robust inperson, online and on-demand offerings, I want to draw your attention to our on-site solutions for CPA firms and corporate finance teams alike. We are excited to craft customizable CPE programs that meet your staff’s specific needs. Visit FICPA.org/OnSite to learn more about the bespoke opportunities you can create and we can provide.
Finally, if you see an event or session that’s perfect for your team, you can contact our Member Service Center at msc@ ficpa.org or 850-224-2727 to inquire about special group pricing.
We take pride in offering best-inclass education that enhances your skills and satisfies your requirements. Take advantage of FICPA member savings, take part in our CPE, and take comfort in knowing that we’re here to assist you in the reporting process.
2 FICPA PREMIER CPE | 2024
A NOTE FROM FICPA
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 1 Accounting and Auditing...................................... 4 Business Law and Ethics...................................... 6 Florida Ethics............................................................. 7 Economics and Finance........................................ 8 Conferences............................................................... 9 Professional Growth............................................. 10 Specialized Knowledge........................................ 14 Taxes........................................................................... 16 TABLE OF CONTENTS FOLLOW FICPA ON SOCIAL @FICPA @FICPA @FloridaInstituteofCPAs @FICPA @FloridaInstituteofCPAs
GOOD TO KNOW
Courses are listed by field of study and then by date. Look for these helpful symbols to determine the format of your learning game plan:
Don’t see what your looking for? Our complete catalog is very robust with more than 8,000 offerings. Visit www.ficpa.org/CPE to search our online catalog.
REGISTRATION INFORMATION
Two ways to register for FICPA CPE programs:
Log on to www.ficpa.org/cpe.
Call the FICPA Member Service Center at 800-342-3197 or 850-224-2727 to place a credit card order.
C PE POLICES YOU MAY NEED TO KNOW
CPE policies can be found on our website at ficpa.org/policies.
FICPA has entered into an agreement with the O ce Professional Responsibility, Internal Revenue Service to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement doe not constitute an endorsement by the O ce of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPE providers. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to the IRS. IRS Approval information: Provider Number: 2Z6YE
Florida Institute of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. FICPA NASBA, Sponsor Number: 112934
2 FICPA PREMIER CPE | 2024
IN-PERSON ONLINE ONDEMAND
Member Savings and Convenience
There’s no better way to get all the CPE you need than with the , and there’s no better way to save than with these special offers.
100+ HOURS FOR JUST $299
LEARNING LIBRA R Y 24/7
ON-DEMAND CPE
Gain unlimited access to a comprehensive, ever-growing online library of the best Florida-specific CPE courses! Our library features state and national subject matter experts on accounting, tax, assurance, not-for-profit, fraud and more.
BONUS: The 24/7 Library includes “Florida Ethics: Protecting the Integrity of Florida CPAs (ETHOL23).”
GROUP REGISTRATION SAVINGS
ALL YOUR CPE AT ONE LOW PRICE
Earn all the credit hours you need for an entire year at one low price with PowerPass, with prices as low as $19 per credit hour.
PowerPass gives you the freedom to pick from over 8,000 exam-free Webinars and Webcasts, featuring live Q&A with experts at an incredible discount.
Everything is awesome when you’re part of a team! Register five to seven people from the same organization for the same event and receive 10% off the registration fee. Register eight or more for the same event and receive 15% off.* Learn more by visiting ficpa.org/CPESavings.
The Power of the in the Palm of Your Hand
Access the entire FICPA CPE catalog on your phone with engagefully. From seminars to conferences, to both live and recorded content, you can complete CPE anytime from anywhere. Available in the App store and Google Play Store.
Convenience Defined
The CPE Tracker automatically tracks all your FICPA CPE hours helping you maintain a current record of all your CPE in one place. Download one transcript for all your FICPA CPE to report to the Board of Accountancy.
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 3
*RESTRICTIONS MAY APPLY.
ACCOUNTING AND AUDITING
ACCOUNTING AND AUDITING
4 FICPA PREMIER CPE | 2024
DATE TIME COURSE TITLE COURSE CODE CPE PRICE
5/29/24 8:30 AM Annual Accounting and Auditing Update (ACAU) ACAU5WS 8 AA $285
5/31/24 8:30 AM Advanced Audits of 401(k) Plans: Best Practices and Current Developments (AAFP) NCAAFPWS 8 AA $285 6/5/24 8:30 AM Introduction to Forensic Accounting ITFA6WS 4 AA $169 6/5/24 12:30 PM Examining ASC 842, Leases: More Than Meets the Eye (NLS4) NLS46WS 4 AA $169 6/6/24 8:30 AM Fiduciary Accounting & Tax Issues of Estates and Trusts FACT6WS 4 AA 4 TB $285
6/10/24 8:30 AM Current Issues in Accounting and Auditing: An Annual Update AAU46WS 4 AA $169 6/10/24 12:30 PM Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses GSM46WS 4 AA $169 6/14/24 8:30 AM Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks NCNINTWS 4 AA $155 6/17/24 8:30 AM Four Most Overlooked Business Risks: Preparing for the Future FMO624WS 8 AA $325 6/17/24 8:30 AM Audits of 401(k) Plans: New Developments and Critical Issues (AFPL) NCAFPLWS 8 AA $285 6/21/24 8:30 AM Metrics Management - Choose and Use Key Performance Indicators MM624WS 8 AA $325 6/24/24 8:30 AM Guide and Update to Compilation, Reviews and Preparations CRU46WS 4 AA $169 6/24/24 12:30 PM Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality ENQ46WS 4 AA $169 8/27/24 8:00 AM U.S. GAAP: Review of New Guidance and Hot Topics MAGAAWS 8 AA $295 9/5/24 8:00 AM Forensic Accounting: Fraud Investigations MAFAFWS 8 AA $295 9/25/24 8:00 AM Accounting and Auditing Update for Small Businesses MASMBWS 8 AA $295 10/22/24 8:00 AM Walter Haig's Prep, Comp & Review Standards Update 3-711w 8 AA $349 10/23/24 8:00 AM Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update 3-709w 8 AA $349 10/24/24 8:00 AM Walter Haig's Personal Financial Health Checkup 3-713w 8 AA $349 11/12/24 8:30 AM Annual FASB Update and Review FUR411WS 4 AA $169 11/12/24 8:00 AM Walter Haig's Prep, Comp & Review Standards Update 3-624w 8 AA $349 11/13/24 8:00 AM Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update 3-621w 8 AA $349
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 5 IN-PERSON ONLINE ONDEMAND COURSE COLOR KEY DATE TIME COURSE TITLE COURSE CODE CPE PRICE ACCOUNTING AND AUDITING
11/14/24 8:00 AM Walter Haig's Business Financial Health Checkup 3-625w 8 AA $349 Criminal Fraud Sales Tax Stories FI20-SALESTX 1 AA $39 Natural Disasters - Accounting and Auditing Considerations FI20-NATDISAA 1 AA $39 Where Things Go Wrong – Common Failures in Peer Review and Inspection FI20-PEERREV 1 AA $39 IFRS: Leases (IFRS 16) AI23-IFRSCERT-K 1 AA $39 Accounting for Leases GOL-1178-24 6 AA $72
Fair Value Measurements of Financial Instruments: Accounting Standards AI23-FVMASCI 4 AA $79 ACCOUNTING AND AUDITING — GOVERNMENTAL 6/3/24 11:00 AM Basic Understanding of Yellow Book and Single Audit 2024 5126431 6 AA $239 6/27/24 8:30 AM Latest Developments in Government and Nonprofit Accounting and Auditing GNAA6WS 8 AA $285
6/27/24 9:00 AM Yellow Book: Application of GAGAS Principals AI181542 5.5 AA $213 7/15/24 3:00 PM Governmental & Not for Profit Fraud 2024 7124324 4 AA $159 9/10/24 8:00 AM Advanced Topics in a Single Audit MAADUWS 8 AA $295 9/17/24 8:00 AM 2023 Governmental and Not-for-Profit Annual Update MAGAUWS 8 AA $295 10/1/24 12:00 PM Preparing Mistake Free Financial Statements: Government 2024 8126442 2 AA $89
Governmental Accounting and Auditing Update AI23-GAU 11 AA $190
BUSINESS LAW AND ETHICS
6 FICPA PREMIER CPE | 2024 DATE TIME COURSE TITLE COURSE CODE CPE PRICE
6/19/24 11:00 AM Coaching Leaders to Handle Sensitive Employee Relations Situations AC160648 1 TB $39 6/22/24 10:00 AM Employment Law 101 AC177089 1 TB $39 Cryptoccurrency: Regulatory Pitfalls FI21-138 1 TB $39 Even Good Firms Get Sued FI20-103 1 TB $39
4/26/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR01 4 RE $104 5/9/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR02 4 RE $104
5/29/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR03 4 RE $104 6/18/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR04 4 RE $104 6/27/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR05 4 RE $104 7/25/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR06 4 RE $104 8/28/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR07 4 RE $104 9/26/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR08 4 RE $104 10/10/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR09 4 RE $104
11/8/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR10 4 RE $104 11/21/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR11 4 RE $104 12/4/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR12 4 RE $104 12/18/24 8:30 AM Ethics: Protecting the Integrity of Florida CPAs (0004980) ETHWBR13 4 RE $104
BUSINESS LAW
REGULATORY ETHICS
THE FICPA IS YOUR HOME FOR FLORIDA ETHICS
The FICPA is the premier provider for Florida Ethics. FICPA Florida Ethics courses fulfill the requirements for Florida CPAs established by the Florida Board of Accountancy. Review the options below and complete your four hours of Board-approved Ethics with the FICPA.
IN-PERSON ETHICS
Ethics: Protecting the Integrity of Florida CPAs – 0004980*
4 ETHICS HOURS
Date Start Time Code
Member Price
June 10 8:00 AM ETHMEGA $175
Nov. 6 8:00 AM ETHSFAC $195
Governmental Ethics: Protecting the Integrity of Florida CPAs - 0006957*
4 ETHICS HOURS
Date Start Time Code
Member Price
Aug. 14 1:00 PM ETHSLGAC $195
Ethics: Protecting the Integrity of Florida CPAs in Industry – 0020805*
4 ETHICS HOURS
Date Start Time Code
Member Price April 23 1:00 PM ETHIIC $129
ONLINE WEBCAST REPLAY
Ethics: Protecting the Integrity of Florida CPAs – 0004980*
4 ETHICS HOURS
Date Start Time Code
Member Price
April 26 8:30 AM ETHWBR01 $104
May 9 8:30 AM THWBR02 $104
May 29 8:30 AM ETHWBR03 $104
June 18 8:30 AM ETHWBR04 $104
June 27 8:30 AM ETHWBR05 $104
July 25 8:30 AM ETHWBR06 $104
Aug. 28 8:30 AM ETHWBR07 $104
Sept. 26 8:30 AM ETHWBR08 $104
Oct. 10 8:30 AM ETHWBR09 $104
Nov. 8 8:30 AM ETHWBR10 $104
Nov. 21 8:30 AM ETHWBR11 $104
Dec. 4 8:30 AM ETHWBE12 $104
Dec. 18 8:30 AM ETHWBR13 $104
ON-DEMAND - 24/7 ACCESS
Ethics: Protecting the Integrity of Florida CPAs – 0004980*
4 ETHICS HOURS Course Code Member Price ETHOL23 $90
Register online at
850-224-2727. 7
ficpa.org/cpe or call 800-342-3197 or
FICPA.ORG/ETHICS
*This course fulfills your four hours of Board of Accountancy-approved Florida Ethics.
ECONOMICS AND FINANCE
8 FICPA PREMIER CPE | 2024 DATE TIME COURSE TITLE COURSE CODE CPE PRICE ECONOMICS 5/14/24 11:00 AM Lessons With Lewis Webinar Series: May 1-403w 1 TB $39 6/18/24 9:00 AM Lessons With Lewis Webinar Series: June 1-404w 1 TB $39 6/25/24 1:00 PM From Candles to Kilowatts: A Journey Through Time Prices in Economics 2024 5126371 2 TB $89 10/24/24 11:00 AM Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior 2024 1126359 4 TB $159 FINANCE 6/26/24 11:00 AM Advanced Personal Financial Planning Update 2024 4124371 8 TB $299
6/28/24 8:30 AM Guide to the Corporate Transparency Act for Accounting and Finance Professionals CTA26WS 2 TB $95 8/19/24 1:00 PM Is It Time to Abandon Traditional Investment Planning Strategies? 2024 5125003 2 TB $89 10/23/24 10:00 AM Cash Conversion Cycle: Tool and Techniques AC510662 2 TB $79 11/27/24 11:00 AM Identifying, Evaluating and Solving Financial Planning Issues 2024 6125005 4 TB $159 12/2/24 12:00 PM Cash Forecasting, Reporting and MetricsManaging the Lifeblood of the Business AC518618 2 TB $79 12/31/24 6:00 PM Managing Your Money in Retirement AC501586 3 TB $99 1/24/25 11:00 AM Merger and Acquisition Planning and Best Practices 8127887 8 TB $299
FICPA CONFERENCES
At the FICPA, we strive to deliver top-notch, relevant, year-round CPE. Each year, the FICPA provides several unique conferences. These events are developed by a committee of your peers, bringing you current updates that are delivered by national and international speakers. For more information visit ficpa.org/conferences.
MEGA
CPE: Up to 24 Hours
Location: Orlando
Dates: June 11-13, 2024
SUMMER EDUCATION CONFERENCE
CPE: Up to 20 Hours
Location: Gulf Shores, AL
Dates: July 21-26, 2024
CPA PERSONAL FINANCIAL PLANNING BOOT CAMP
CPE: 8 Hours
Location: Orlando
Dates: June 10, 2024
SUMMER VACATION CLUSTER
CPE: Up to 20 Hours
Location: Orlando
WOMEN’S LEADERSHIP SUMMIT
CPE: 4.5 Hours
Location: Orlando Dates: June 13, 2024
STATE & LOCAL GOVERNMENT ACCOUNTING CONFERENCE
CPE: Up to 16 Hours
Location: Orlando Dates: Aug. 15-16, 2024
CONSTRUCTION INDUSTRY CONFERENCE
CONSTRUCTION INDUSTRY CONFERENCE
CPE: Up to 8 Hours
Location: Virtual Dates: Oct. 24, 2024
SOUTH FLORIDA ACCOUNTING CONFERENCE
CPE: Up to 20 Hours
Location: South Florida
COLLEGIATE ACCOUNTING SYMPOSIUM
CPE: 18 Hours
Location: Virtual Dates: Nov. 14-15, 2024
COMMON INTEREST REALTY ASSOCIATIONS CONFERENCE
COMMON INTEREST REALTY ASSOCIATION CONFERENCE
CPE: Up to 16 Hours
CONFERENECE
Dates: Jan. 2025
Location: South Florida Dates: Nov. 2024
INDUSTRY INSIGHTS CONFERENCE
Location: Orlando Dates: April 2025
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 9
Virtual INTERNATIONAL TAX CONFERENCE Corporate Finance Health Care Not-for-Profit
PROFESSIONAL GROWTH
BUSINESS MANAGEMENT AND ORGANIZATION
10 FICPA PREMIER CPE | 2024
DATE TIME COURSE TITLE COURSE CODE CPE PRICE
5/10/24 10:00 AM Business Longevity - Is Your Business Wobbling? AC618317 4 TB $129
5/20/24 2:00 PM Managing the Accounting Department AC619640 4 TB $129 6/13/24 7:00 PM Profit Improvement: Ten Tips for a Better Bottom Line AC547722 2 TB $79 6/25/24 11:00 AM Imagining a World Without Non-Competes AC168238 1 TB $39 8/28/24 10:00 AM KPI Bootcamp for Small Businesses AC457891 5 TB $159 9/25/24 2:00 PM Gamed: Why Performance Targets and Incentives Fail and How to Fix Them AC454840 4 TB $129 10/21/24 12:00 PM New Mergers & Acquisitions: Tricks, Traps, & Terrors AC630404 4 TB $129 10/21/24 10:00 AM The Competent Accountant - Mastering the Role of the Controller/ CFO AC627803 4 TB $129 11/14/24 12:00 PM Big Four Reasons Why CPAs and Consultants Are Fired AC589541 2 BE $79 11/26/24 11:00 AM Pricing on Purpose: The Eight Steps to Implementing Value Pricing 2024 126356 8 TB $299 11/27/24 11:00 AM How to Manage Your CPA Practice 2024 7124911 4 TB $159 12/1/24 1:00 PM Systems Thinking for CPAs 2024 3126484 2 TB $89 12/19/24 1:00 PM K2's CPA Firm Update 7127682 2 TB $89 12/31/24 1:00 PM A Practical Approach to Business Succession Planning 2024 4126459 2 TB $89 1/13/25 4:00 PM Pricing Client Accounting Services 2024 4126369 2 TB $89 1/13/25 1:00 PM Time's Up! Pivoting Your Firm to a Subscription Based Model 2024 3126366 2 TB $89 2/10/25 11:00 AM Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It 3124782 2 BE $89 3/12/25 11:00 AM Designing a Work Program for Your Financial Planning Practice 2024 2124998 2 TB $89 Business Continuity and Incident Management FI20-USCON 1 TB $39 Getting Yourself "Out-of-the Box" Strategic Planning Toolkit FI20-100 1 TB $39
Introduction to Business Valuation AI23-FLP21 FSA1 1 TB $55
Client Accounting Advisory Services Certificate AI23-CPACAASC 14 TB $595
COURSE COLOR KEY
COMMUNICATIONS AND MARKETING
COMPUTER SOFTWARE AND APPLICATIONS
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 11 DATE TIME COURSE TITLE COURSE CODE CPE PRICE
5/17/24 4:00 PM Public Speaking and Confident Communication in Business AC449822 1 BE $39 5/23/24 2:00 PM The Art of Managing Your Email Tone 2024 8125035 1 BE $49 6/1/24 11:00 AM The Future of Communication: How AI and Synthetic Media Can Transform Your Business AC450639 1 BE $39 6/4/24 2:00 PM Persuasive Writing 2024 9125036 2 BE $89 6/17/24 2:00 PM Business Writing Series: Writing and Revising for Maximum Impact 2024 125037 2 BE $89 6/17/24 2:00 PM Social Media: The Bare Necessities AC445452 1 BE $39 7/11/24 2:00 PM Business Writing Series: Highlights of Grammar and Punctuation 2024 3125040 2 BE $89 8/6/24 7:00 PM Navigating Difficult Conversations with Clients AC442623 1 BE $39 8/24/24 10:00 AM Navigating Difficult Conversations with Coworkers AC443223 1 BE $39 8/28/24 2:00 PM Business Writing Series: 10 Principles of Effective Email 2024 1125111 2 BE $89 8/29/24 4:00 PM Executive Presentation Presence: Speak Up, Move Up 2024 6125268 2 BE $89 10/8/24 1:00 PM Decoding the Generations 7127919 2 BE $89 11/6/24 2:00 PM Business Writing Series: Planning and Organizing Your Writing 2024 2125115 2 BE $89 11/18/24 2:00 PM How to Respond to Upsetting or Critical Email 2024 7125100 1 BE $49 11/5/24 2:00 PM New Manager Series: Shifting from Individual Contributor to Supervisor 2024 9124773 2 BE $89 Board Reporting-Giving Them What They Want FI20-120 1 TB $39
5/3/24 3:00 PM K2's Kicking It Up A Notch With KPIs AC090745 1 TB $39 5/10/24 1:00 PM K2's Better Productivity Through Artificial Intelligence And Automation Tools 4127628 4 TB $159 5/22/24 12:00 PM Improving Excel Productivity with AI 2024 5126207 1 TB $49 6/10/24 1:00 PM K2'S Eight Awesome PivotTable Features AC040982 2 TB $79 6/17/24 9:00 AM K2's Accounting Solutions And Add-Ons For Small Businesses AC088146 2 TB $79 6/19/24 9:00 AM ChatGPT Bootcamp 3-501w 3 TB $185 IN-PERSON ONLINE ONDEMAND
PROFESSIONAL GROWTH
SOFTWARE AND APPLICATIONS
PERSONAL DEVELOPMENT
12 FICPA PREMIER CPE | 2024
DATE TIME COURSE TITLE COURSE CODE CPE PRICE
6/24/24 11:00 AM Advanced Excel Topics for Spreadsheet Power Users 2024 4124311 8 TB $299 6/24/24 12:00 PM AI Introduction Workshop for CPAs 2024 3125030 3 TB $129 6/25/24 9:00 AM K2's Accounting Solutions Mid-Market AC088567 1 TB $39 6/29/24 9:00 AM K2'S Hands-On With QuickBooks Online Accountant For Public Accounting AC128257 4 TB $129 6/29/24 12:00 PM K2's The Best Kept Secrets Of Microsoft 365 AC108107 2 TB $79 6/29/24 1:00 PM K2's Using OneNote More And Email Less AC109471 2 TB $79 8/1/24 11:00 AM K2's Advanced QuickBooks Tips And Techniques 4127612 4 TB $159 9/24/24 1:00 PM Shortcuts Excel Users Love 2024 3124656 2 TB $89 10/29/24 2:00 PM K2's Collaboration - Portals, Payments, And Signatures 6127679 2 TB $89 10/31/24 1:00 PM AI Update: Chatbots, Prompt Query & Useful Tools 2024 8125289 1.5 TB $49 11/5/24 1:00 PM K2's Excel Charting And Visualizations 3127648 4 TB $159 11/8/24 11:00 AM K2's Microsoft 365/Office 365 - All The Things You Need To Know 2127574 8 TB $299 11/20/24 3:00 PM K2's Options To Automate Your Tax Preparation Workflow 8127685 2 TB $89 12/6/24 11:00 AM K2's Excel Essentials For Staff Accountants 2127564 8 TB $299 12/9/24 1:00 PM K2's Top PDF Features You Should Know 6127669 4 TB $159 12/16/24 1:00 PM K2's Best Word, Outlook, And PowerPoint Features 3127626 4 TB $159 Microsoft Power BI - Introduction to MS Power BI Tools AI23-PWRBI1 2 TB $65
COMPUTER
5/15/24 12:00 PM Achieving Balance in Work and Life - Part 1 AC473890 4 BE $129 5/30/24 1:00 PM Teaching CPAs to be Better Thinkers 2024 2126479 2 BE $89 6/10/24 10:00 AM Achieving Balance in Work and Life - Part 2 AC475377 4 BE $129 6/11/24 2:00 PM New Manager Series: Balancing Leadership and Likeability 2024 124347 2 BE $89 6/20/24 4:00 PM Coaching Skills That Improve Performance AC625100 4 BE $129 11/19/24 2:00 PM New Manager Series: Next Level Conversations, Next Level Results 202 1124777 2 BE $89
PERSONAL DEVELOPMENT
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 13 DATE TIME COURSE TITLE COURSE CODE CPE PRICE
11/26/24 2:00 PM New Manager Series: The How To's of Leading 2024 2124779 2 BE $89 12/7/24 10:00 AM Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1 AC468477 4 BE $129 12/10/24 2:00 PM Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2 AC473182 4 BE $129 The Wasted Workday – Work Smarter FI20-SMART 1 BE $39 Emotional Intelligence AI23-HIEI 2 BE $69 PERSONNEL/HR
5/6/24 11:00 AM 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires AC594110 1 BE $39 5/7/24 11:00 AM 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements AC172181 1 BE $39 5/11/24 4:00 PM Giving Feedback that Delivers Results AC446770 1 BE $39 6/4/24 11:00 AM Employee Retention: A New Way of Thinking AC162539 1 BE $39 6/15/24 11:00 AM Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion AC594657 1 BE $39 6/22/24 1:00 PM Navigating Leaves of Absence AC181040 1 BE $39 6/25/24 10:00 AM Are Those Independent Contractors Really Independent Contractors? AC175116 1 BE $39 6/27/24 6:00 PM Minimizing Workplace Warfare AC156658 1 BE $39 7/8/24 9:00 AM Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments AC594483 1 BE $39 7/30/24 4:00 PM ProActive Response Group De-Escalation Training AC600622 1 BE $39 8/2/24 12:00 PM Prioritizing Mental Health in the Post-COVID Workplace AC440917 1 BE $39 9/7/24 11:00 AM Strategic Synergy: Unleashing HR's Impact on Business Strategy AC574252 1 BE $39 9/16/24 4:00 PM The Education Advantage: Strategies for Boosting Employee Retention and Engagement AC574668 1 BE $39 10/31/24 7:00 PM The Great Divide - Successful Collaboration Across Generations for HR Professionals AC574462 1 BE $39 12/4/24 10:00 AM Performance Targets That Deliver Results Without Burnout AC458891 1 BE $39 IN-PERSON ONLINE ONDEMAND
COLOR KEY
COURSE
SPECIALIZED KNOWLEDGE
INFORMATION TECHNOLOGY
14 FICPA PREMIER CPE | 2024
DATE TIME COURSE TITLE COURSE CODE CPE PRICE
5/16/24 1:30 PM Beyond the Veil: Cryptocurrency & Crime AC008585 1.5 TB $39
5/28/24 2:00 PM K2's Understanding Your Ransomware Risk AC139977 1 TB $39 6/3/24 11:00 AM K2's Simplifying And Economizing Your Tech Stack AC083863 1 TB $39 6/10/24 12:00 PM Eight Strategies for Mastering the AI Wave 2024 125027 2 TB $89 6/13/24 3:30 PM K2'S How To Run Microsoft Office From The Cloud AC043940 1 TB $39 6/14/24 11:00 AM Artificial Intelligence Fundamentals for CPAs 2024 7125283 4 TB $159 6/29/24 11:00 AM K2'S CPA Firm Technology For The Future AC120502 2 TB $79 6/29/24 1:00 PM K2's Shredding Your Servers And Going Virtual AC085123 2 TB $79 7/31/24 1:00 PM K2's Safeguarding Taxpayer Data - A Guide For Your Required Security Plan 127686 2 TB $89 10/22/24 1:00 PM Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024 2125261 1 TB $49 11/4/24 1:00 PM K2's An Accountant's Guide To Blockchain and Cryptocurrency 2127617 4 TB $159 11/15/24 1:00 PM Advanced Cybersecurity Awareness in AccountingWhat You Need to Know 3127899 4 TB $159 12/3/24 6:00 PM Building Your Own Library of Anti-fraud & Continuous Monitoring Tests AC189527 1 TB $39 12/13/24 3:00 PM Inspector Gadget Technology Update 2024 7124624 2 TB $89 2/26/25 1:00 PM K2's Automation For Increasing Personal Efficiency And Effectiveness 5127675 2 TB $89 Dashboards and Analytics – Where and How Utilized FI20-DASHANALYT 1 TB $39 Digital Forensics in Financial Investigations FI20-FOR 1 TB $39 Enhancing IT Controls Review in the Financial Statement Audit FI20-ITCONTROL 1 TB $39 Humans Hacking Humans: Exploiting the Human Element in Cybersecurity FI20-106 1 TB $39 Technology Tools to Enhance Your Business FI20-TECHTOOLS 1 TB $39
Introduction to Data Analytics with Excel Power Query AI23-BLI-ITDAWE 1 TB $35 Demystifying Artificial Intelligence AI23-AIDAI 5 TB $115
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 15 IN-PERSON ONLINE ONDEMAND COURSE
DATE TIME COURSE TITLE COURSE CODE CPE PRICE MANAGEMENT SERVICES
4/30/24 1:00 PM Roles and Responsibilities in Risk Management AI178952 1 TB $71 5/25/24 4:00 PM Business Consulting for CPAs AC614542 4 TB $129 6/20/24 1:30 AM Simple EBITDA Improvements in Persuit of M&A AC008065 1 TB $39 12/17/24 4:00 PM Business Consulting for CPAs AC616990 4 TB $129 SPECIALIZED
6/18/24 8:30 AM Securing a Comfortable Retirement in the Age of Spending SCRT6WS 8 TB $285
7/22/24 1:00 PM Personal Financial Planning Strategies: Insurance Issues 2024 3124400 2 TB $89 8/24/24 4:00 PM Aligning Analytics to COSO's Fraud Risk Management Principals AC189208 1 TB $39 8/29/24 11:00 AM Financial Planning Trends and Opportunities for Clients 2024 4124401 2 TB $89 10/17/24 11:00 AM Closely Held Business Owner Financial Planning Opportunities 2024 124993 2 TB $89
11/6/24 1:00 PM Fundamentals of Merger and Acquisition Transactions 2024 5126461 2 TB $89 12/27/24 10:00 AM Aligning Analytics to COSO's Fraud Risk Management Principals AC189230 1 TB $39 Bankruptcy is Not a (Good) Option FI20-BANKRUPT 1 TB $39 Setting the Table Preparing Your Business for Sale FI20-BUSSALE 1 TB $39 U.S. Taxation of Trusts - Domestic and International FI20-UFUSTAXTRS 1 TB $39
You May Transfer Assets Freely (But Not Really) Asset Protection FI20-TRSFASSET 1 TB $39
COLOR KEY
KNOWLEDGE
16 FICPA PREMIER CPE | 2024
DATE TIME COURSE TITLE COURSE CODE CPE PRICE TAXES 5/23/24 8:00 AM Optimizing EB & R Planning: Unveiling the Potential of Pension and Deferred Compensation Tools MAEPBDWS 8 TB $295
5/30/24 8:00 AM The Best Federal Tax Update Course by Surgent BFTU0530 8 TB $285 5/30/24 8:00AM Estate Planning – Business Issues MAEPBIWS 8 TB $295 6/3/24 8:30 AM Fiduciary Income Tax Returns - 1041 Workshop with Filled-In Forms 10416WS 8 TB $285 6/3/24 8:00 AM Estate and Financial Planning for Generations X and Y MAEPXYWS 8 TB $295
6/03/24 9:00 AM Navigating the Corporate Transparency Act -Essential Guide for CPAs on Beneficial Ownership Reporting NCCTA2WS 2 TB $95 6/4/24 8:30 AM Top Ten Questions from Partnership Clients Regarding the Section 754 Election T7546WS 4 TB $169 6/7/24 8:30 AM Buying and Selling a Business: Tax and Structuring Overview SEL46WS 4 TB $169 6/7/24 12:30 PM Maximizing Your Social Security Benefits SSR46WS 4 TB $169 6/10/24 8:00 AM Estate and Financial Strategies for the Mature Client MAOLDXWS 8 TB $295 6/20/24 10:00 AM Taxation of the Mobile Workforce TMW26WS 2 TB $95 6/20/24 1:00 PM What Tax Practitioners Need to Know About Medicare MEDC6WS 2 TB $95 6/20/24 3:30 PM Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses CCSM6WS 2 TB $95 6/25/24 8:30 AM Estate and Life Planning Issues for the Middle-Income Client PMIC6WS 8 TB $285 7/17/24 8:00 AM Strategies in Charitable Giving Unveiling Financial and Estate Planning Techniques MACHARWS 8 TB $295 8/16/24 8:00 AM New Issues in Qualified Plans and IRAs – 3 hrs. MAQIRAWS 3 TB $135 8/16/24 11:30 AM Everything you Need to Know about the Pass-Through Entity Rules MA199AWS 2 TB $90 8/16/24 2:00 PM SECURE Act 2.0 – Retirement Planning Update: Everything you Need to Know MASECUWS 2 TB $90 8/21/24 8:00 AM Estate Planning Issues for the Nontraditional Client: Navigating Legislative Changes and Maximizing Techniques MAEPUDWS 8 TB $295 8/29/24 8:00 AM Mastering Strategic Compensation Planning: A Comprehensive Guide for Tax Practitioners MAPGCPWS 8 TB $295
9/18/24 8:00 AM Complying With the Corporate Transparency Act: A Guide for Client Protection MACTAPWS 2 TB $90 9/18/24 12:00 PM Mastering Charitable Remainder Trusts and Form 5227 Compliance MA5227WS 2 TB $90
TAXES
DON FARMER’S 2023 TAX SERIES
Connect. Communicate. Collaborate. Our online message board is like Reddit for CPAs! This is where FICPA members go for peer-to-peer advice, consulting their colleagues on complex questions and crowdsourcing combined knowledge.
Register online at ficpa.org/cpe or call 800-342-3197 or 850-224-2727. 17 IN-PERSON ONLINE ONDEMAND
DATE TIME COURSE TITLE COURSE CODE CPE PRICE TAXES
11/5/24 8:30 AM Real Estate Taxation: Critical Considerations RET411WS 4 TB $169 12/3/24 8:30 AM Guide to Payroll Taxes and 1099 Issues GPT412WS 4 TB $169 12/3/24 1:00 PM Top Individual Tax Planning Strategies ITPS12WS 2 TB $95 12/16/24 8:30 AM The Best Individual Income Tax Update Course by Surgent BITU12WS 8 TB $285 12/17/24 8:30 AM The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent BCPE12WS 8 TB $285 Florida Sales & Use Tax – Navigating the Unpleasant Florida Tax Audit FI23-162 1 TB $39 Income and Estate Tax Mitigation Strategies through the eyes of a Tax Attorney FI23-164 1 TB $39 Transfer Pricing – How Can Companies Realize Tax Savings FI23-157 1 TB $39 Wayfair for Foreign Companies – Cross Boarder: U.S. Sales and Use tax FI23-167 1 TB $39
COURSE COLOR KEY
11/7/24 8:00 AM Don Farmer's 2023 Federal Tax Update 3-201W 8 TB $350 12/9/24 8:00 AM Don Farmer's 2023 Federal Tax Update 3-204w 8 TB $350 12/10/24 8:00 AM Don Farmer's 2023 Individual Income Tax Workshop 3-202w 8 TB $350 12/11/24 8:00 AM Don Farmer's 2023 Corporate/Business Income Tax Workshop 3-203w 8 TB $350 1/9/25 8:00 AM Don Farmer's 2023 Federal Tax Update 3-200w 8 TB $350
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