This course is based on two recent financial statement fraud cases; Dewey & LeBouef and ContinuityX. Dewey & LeBouef was a high-profile law firm that, at its peak, had over 3,000 employees and over 1,400 lawyers. It is alleged that personnel at Dewey & LeBouef made inappropriate financial adjustments starting in 2008 to meet its bank lending covenants and planned to conceal these adjustments from its “clueless auditor”. Dewey & LeBouef declared bankruptcy in 2012. ContinuityX was an internet services reseller that, according to an SEC complaint, fabricated 99% of its revenue. It was audited by a firm that was fined and disciplined by the SEC and the partner responsible for the audit was also fined and permanently suspended from practicing before the SEC. ContinuityX declared bankruptcy in 2013. Both cases involve financial statement fraud, auditor deception and some lessons to be learned. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Auditing Delivery Method: QAS Self Study

This course provides an overview of ethical thought as well as the core values of the CPA in business and the application of these values to ethical reasoning. The AICPA Code of Professional Conduct is used as a basis for ethical conduct for CPAs in business and case studies are used to reinforce concepts. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 2 Hours Field of Study: Ethics Delivery Method: QAS Self Study

This course tells you everything that you need to know about VLOOKUP and XLOOKUP. They are huge timesavers as both functions allow you search through data and have Excel return a corresponding value from another range either in the same worksheet or a different one. These two lookup functions are extremely popular and are must-know functions. Excel files accompany the video so that you can either just watch or you can follow along. We cover the syntax of both functions and how to use them. The video discusses how to incorporate wild cards, absolute cell references, range names and IFNA and IFERROR when using these two functions. We also discuss the similarities and differences between the two functions and the advantages of XLOOKUP over VLOOKUP. XLOOKUP was designed as a replacement for VLOOKUP so it is important to become familiar with it Program Level: Intermediate Prerequisites: Assumes familiarity with Excel and ability to navigate sheets within a file. This course is written for Excel 365 subscribers. Anyone with Excel 2021 or later should have access to XLOOKUP. If you have Excel 2019 or earlier, you will not have access to XLOOKUP and will not be able to work through the exercises but you can still follow along CPE Credits: 1 Hour Field of Study: Computer Software and Applications Delivery Method: QAS Self Study

You'll learn why the best financial models fail without compelling narratives, and how to structure your presentations so stakeholders not only understand your analysis, but act on it. This isn't about making prettier charts—it's about driving better business decisions through clearer communication. No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Computer Software & Application Delivery Method: QAS Self Study

This course teaches business professionals how to strategically leverage Excel and Power BI together to create efficient, scalable analytical workflows. Rather than viewing these tools as competitors, you'll learn when to use each one based on their distinct strengths—Excel for data entry, initial cleaning, and detailed formatting; Power BI for large datasets, automated refresh, and interactive dashboards. The course covers the complete analytical pipeline from data preparation through modeling to visualization and sharing, with emphasis on Power Query as the bridge between both tools. You'll gain practical skills in building repeatable transformations, creating proper data models with DAX measures, and designing workflows that minimize manual work while maximizing insight delivery. By the end, you'll have a strategic framework for making tool choices that scale with your business needs and free you from repetitive tasks to focus on actual analysis. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Delivery Method: QAS Self Study

Here's what I've learned from working with hundreds of accounting professionals: The ones who succeed with AI start small, focus on specific use cases, measure results, and gradually expand. They maintain professional skepticism. They verify everything. They see AI as a tool that augments their judgment, not replaces it. That's the approach we'll take today. No prerequisites or advanced preparation required. CPE Credits: 3 Hours Field of Study: Computer Software & Application Delivery Method: QAS Self Study

In this comprehensive one-hour course, you'll discover why Business Intelligence has evolved from a nice-to-have technology to an essential competitive weapon in today's data-driven business environment. Through real-world examples from industry leaders like Netflix, Amazon, Walmart, and Salesforce, you'll learn how BI transforms raw data into actionable insights that drive better decisions, increase revenue, reduce costs, and identify opportunities that would otherwise remain hidden. We'll cover the four types of analytics—descriptive, diagnostic, predictive, and prescriptive—and show you practical implementation strategies you can apply immediately in your organization. Whether you're just beginning your BI journey or looking to optimize existing capabilities, this course provides the knowledge and roadmap you need to leverage data as a strategic asset and outperform your competition. No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Computer Software & Application Delivery Method: QAS Self Study