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CPE CONFERENCE

Nashville, TN

  • Gaylord Opryland Resort & Convention Center

August 11 - 15, 2025

With our acclaimed CPE conferences, you’ll get world-class continuing professional education and a bucketlist vacation experience, all in one package.

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Class Days

1 - 5

Available Courses

15

Live Credits Available

30

New Federal Tax Update

Yes

Course registration is not open yet. To secure your spot for this conference, buy Save Now Choose Later, and you’ll get a head start on course selection when registration opens.

CPE CONFERENCE

Nashville, TN

  • August 11 - 15, 2025
  • Gaylord Opryland Resort & Convention Center

Select Team Size:

Select Number of Days:

What's Included:

  • 40 Total Credits
  • 30 Live CPE Credits + 10 Bonus Credits
  • 50% off any on-demand course credit package
  • 1 free Self-Study Ethics course

$4945 $2698

You Save $2247 (45% Off)

What's Included:

  • 32 Total Credits
  • 24 Live CPE Credits + 8 Bonus Credits
  • 50% off any on-demand course credit package
  • 1 free Self-Study Ethics course

$3956 $2459

You Save $1497 (38% Off)

What's Included:

  • 24 Total Credits
  • 18 Live CPE Credits + 6 Bonus Credits
  • 50% off any on-demand course credit package
  • 1 free Self-Study Ethics course

$2967 $1849

You Save $1118 (38% Off)

What's Included:

  • 16 Total Credits
  • 12 Live CPE Credits + 4 Bonus Credits

$1978 $1699

You Save $279 (14% Off)

What's Included:

  • 8 Total Credits
  • 6 Live CPE Credits + 2 Bonus Credits

$989

Nashville, TN

  • Gaylord Opryland Resort & Convention Center

August 11 - 15, 2025

With our acclaimed CPE conferences, you’ll get world-class continuing professional education and a bucketlist vacation experience, all in one package.

Courses

Venue

Group Benefits

The Best Instruction—Period

For over 30 years, Western has set the bar for best-in-class instruction. Our instructors are renowned industry veterans with decades of experience.

First Class Amenities

Details matter, and we’re deeply focused on getting them right. Your food and thread count are important to us, which is why we only settle for the best.

Fun Destinations

Have fun. Relax. Golf. See a show. Get a spa treatment. Our CPE is application-oriented, but it won’t dominate your entire trip. Who says you can’t mix work and pleasure?

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JOIN US AT

Gaylord Opryland Resort & Convention Center

Situated in the heart of Nashville, Gaylord Opryland Resort & Convention Center welcomes guests to a stunning resort experience. From SoundWaves, the city’s premier aquatic attraction, to an exciting lineup of activities and entertainment, there’s something for the entire family to enjoy.

Starting at $289 Per Night

Discount ends July 9, 2025

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hotel Accommodations 

Gaylord Opryland Resort & Convention Center

4-acre Water Park

12 RESTAURANTS + 5 BARS & Lounges

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Indoor & Outdoor Pool

200+ Stores

Golfing

Spa

Complementary Area Shuttle

Arcade & Game Rooms

Fitness Center

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Conference Courses

This year, you’ll enjoy more variety in both topics and class lengths. Our classic six-hour deep dives are still on the schedule, but you’ll also have a range of two-credit course options.

For your convenience, attendees no longer have to register for specific courses ahead of time—you can simply attend whichever you want, whenever you want. After registering for the conference, you’ll have the option to pre-select courses if you want to, but it’s entirely optional.

Monday, August 11

7:30 am

Course Details

Navigating Revenue Recognition: Key Insights for Accountants

Course Description

This comprehensive deep dive into ASC 606, Revenue from Contracts with Customers, equips you with essential knowledge of one of the most transformative accounting standards in GAAP history. The standard’s principles-based framework replaces the previous rules-based approach, affecting virtually every entity reporting under GAAP.

Join industry expert Jeff Sailor, known for his engaging and distinctive presentation style, as he breaks down the complex framework into actionable insights.

You’ll learn to confidently navigate:

• The five-step revenue recognition model
• Contract identification and modification challenges
• Performance obligation identification and allocation
• Variable consideration determination
• Disclosure requirements and implementation strategies

Perfect for: Controllers, CFOs, accounting managers, and practitioners who prepare or audit financial statements under GAAP. Whether you’re just beginning implementation or refining your approach, this session provides critical guidance for compliance and financial reporting excellence.

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9:30 am

Course Details

Juggling the Numbers: Financial Reporting and Analysis

Course Description

This comprehensive course transforms your approach to financial statement interpretation by providing a systematic framework for evaluating a company’s financial health and performance. Rather than simply reviewing numbers, you’ll learn to extract meaningful insights that drive informed business decisions.

Through practical case studies and hands-on exercises, you’ll develop analytical techniques that reveal the true financial condition hidden within standard reports. The session covers both fundamental analysis principles and advanced adjustment strategies to normalize financial data for more accurate comparisons.

The course addresses essential questions including:

• When and how to adjust financial statements for inventory methods, leases, and deferred taxes
• Techniques for evaluating investment performance and return adequacy
• Methods for assessing operational efficiency through profit margins and asset utilization
• Strategies for analyzing liquidity and solvency to evaluate credit risk
• Approaches for evaluating supplier financial stability to mitigate supply chain risks
• Frameworks for comprehensive financial health assessment across different industries

Perfect for: Financial analysts, credit managers, investment professionals, business advisors, lenders, and accounting professionals who need to extract actionable intelligence from financial statements. This course provides valuable tools whether you’re evaluating potential investments, assessing credit risk, or monitoring business performance.

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11:30 am

Course Details

Cash Flow Confidence: Get it Right Every Time

Course Description

This eye-opening course addresses a concerning regulatory trend: widespread non-compliance with ASC Topic 230 in cash flow statement preparation. Recent analyses by the SEC and other regulatory bodies have uncovered numerous errors and inconsistencies that leave companies vulnerable to restatements, regulatory scrutiny, and credibility damage.

Through detailed case studies and practical examples, you’ll learn to identify and correct the most common cash flow statement errors before they trigger regulatory action. The session dissects real-world compliance failures and provides systematic approaches to ensure your statements fully align with ASC 230 requirements.

The course explores:

• High-risk classification areas frequently flagged in SEC comment letters
• Proper treatment of non-cash transactions and their disclosure requirements
• Common reconciliation errors between net income and operating cash flows
• Nuanced presentation requirements for specific industries and transactions
• Documentation techniques that demonstrate compliance with ASC 230
• Implementation strategies for enhanced review procedures

Ideal for: Financial reporting professionals, controllers, CFOs, accounting managers, and auditors responsible for preparing or reviewing cash flow statements under U.S. GAAP. This course provides vital knowledge for anyone seeking to strengthen compliance and avoid potentially costly reporting errors.

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Tuesday, August 12

7:30 am

Course Details

Estimates, Contingencies, and Going Concern: Accounting for the Unknown

Course Description

This insightful course tackles one of accounting’s most challenging areas: properly treating and disclosing financial statement uncertainty. Financial reporting professionals frequently struggle with quantifying and communicating risk factors that could materially impact financial statements.

Through practical examples and authoritative guidance, you’ll develop a framework for evaluating, accounting for, and disclosing various types of financial uncertainty in U.S. GAAP-based financial statements.

The session addresses:

• Methodologies for identifying and assessing financial statement areas containing significant uncertainty
• Step-by-step application of loss contingency accounting under ASC 450
• Practical approaches to evaluating the adequacy of common accounting estimates and accruals
• Comprehensive guidance on going concern assessment and disclosure requirements
• Documentation strategies that support your professional judgment in areas of uncertainty
• Common pitfalls in disclosure and how to avoid them

Designed for: Accounting professionals responsible for preparing, reviewing, or auditing financial statements, including controllers, financial reporting managers, public accountants, and auditors. This course provides essential knowledge for anyone seeking to strengthen their understanding of uncertainty-related accounting and disclosure requirements under U.S. GAAP.

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9:30 am

Course Details

The Fraud Battle Plan: Leveraging Internal Controls for Success

Course Description

This dynamic course bridges the critical gap between fraud mitigation strategies and robust internal control frameworks, equipping you with practical tools to safeguard your organization’s financial integrity. Through compelling case studies and real-world examples, you’ll discover why some companies continue to fall victim to fraud despite decades of well-documented lessons.

Explore how the revised COSO framework serves as your organization’s first line of defense against various fraud schemes, including emerging cyber threats that impact businesses of all sizes. You’ll examine high-profile internal control failures and their costly consequences, revealing how seemingly minor control weaknesses can create significant fraud opportunities.

Key areas covered include:

• Applying COSO principles to identify and address control vulnerabilities
• Understanding the evolving landscape of related party fraud and new regulatory standards
• Leveraging data analytics for more efficient, targeted control evaluation
• Recognizing cyber fraud risk indicators and implementing appropriate safeguards
• Developing cost-effective internal control strategies tailored to your organization’s risk profile

Perfect for: Controllers, internal and external auditors, compliance professionals, risk managers, and financial executives responsible for designing, implementing, or evaluating internal control systems. This course provides essential insights for both public and private companies seeking to strengthen their fraud prevention capabilities.

Close Course Details

11:30 am

Course Details

From Theory to Practice: SSARS and Preparation Engagements

Course Description

This focused course demystifies the foundational elements of Statements on Standards for Accounting and Review Services (SSARS) that govern preparation, compilation, and review engagements. Delve into the critical general principles that form the backbone of all SSARS engagements, with special emphasis on preparation engagement requirements.

Industry veteran Jeff breaks down complex standards into practical guidelines, offering clear direction on how to implement SSARS provisions correctly in your practice. Through illustrative examples and interactive discussion, you’ll strengthen your understanding of when and how these principles apply to different client scenarios.

The session explores:

• The hierarchical structure of SSARS and how general principles influence specific engagement types
• Ethical considerations unique to SSARS engagements
• Documentation requirements and common implementation challenges
• Practical approaches to preparation engagements that ensure compliance
• Risk management strategies to protect both practitioners and clients

Designed for: Public accounting professionals who perform or supervise preparation, compilation, and review engagements. Especially valuable for practitioners looking to refine their SSARS methodology or those seeking clarity on preparation engagement requirements.

Close Course Details

Wednesday, August 13

7:30 am

Course Details

The Succession Puzzle: Putting the Pieces Together

Course Description

This forward-thinking course addresses one of the most critical challenges facing accounting and financial firms today: developing a robust succession strategy that ensures organizational continuity and growth. Moving beyond theoretical concepts, this session delivers practical frameworks for identifying, developing, and retaining the next generation of leaders within your organization.

Through interactive case studies and implementation examples, you’ll learn to create succession systems that align with your firm’s strategic objectives while addressing the unique needs of key stakeholders. The session explores both planned transitions and unexpected departures, preparing you for various succession scenarios.

The course addresses:

• Comprehensive succession planning models tailored to accounting and financial service firms
• Talent assessment methodologies for identifying high-potential future leaders
• Leadership development strategies that prepare successors before transitions occur
• Valuation considerations and financial structuring options for partner retirements
• Client relationship transition approaches that maintain business continuity
• Implementation roadmaps for firms at different stages of succession readiness

Ideal for: Firm owners, partners, managing directors, and emerging leaders who need practical approaches to succession planning. This course provides essential guidance whether you’re planning your own transition, developing future partners, or building organization-wide succession systems.

Close Course Details

9:30 am

Course Details

Accounting Adventures: Navigating Financial Instruments

Course Description

This comprehensive overview untangles the often confusing world of financial instrument accounting under GAAP. Through a practical “good, bad, and ugly” framework, the course stratifies different instruments by complexity, giving you a clear roadmap for handling everything from straightforward investments to intricate derivatives.

You’ll gain clarity on where to find authoritative guidance for each instrument type, along with practical insights on proper valuation techniques, classification options, and disclosure requirements.

The session covers:

• Classification systems for various financial instruments and how they impact reporting
• Navigation techniques for locating relevant guidance in the FASB Codification
• Valuation methodologies across different instrument categories
• Presentation and disclosure requirements that satisfy both technical and practical considerations
• Real-world applications for common financial instruments encountered in practice
• Step-by-step approaches to tackling more complex instruments

Well-suited for: Financial reporting specialists, controllers, accounting managers, and practitioners who prepare or audit financial statements containing various financial instruments. This course bridges the gap between theoretical accounting concepts and practical implementation challenges encountered in financial reporting.

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Course Details

Driving Financial Performance with Power BI: A Practical Guide: Part 1

Course Description

This hands-on workshop plunges you into the world of Business Intelligence (BI), today’s most powerful approach for transforming raw data into strategic insights. As organizations increasingly recognize the competitive advantage of data analytics, professionals who can harness these tools are becoming invaluable assets to their teams.

Through guided exercises and practical demonstrations, you’ll progress from basic Excel-based dashboards to sophisticated Power BI visualizations that uncover hidden patterns and opportunities within your data. Rather than just learning theory, you’ll build actual BI solutions throughout the session.

The workshop covers:

• Creating interactive Excel dashboards that transcend traditional spreadsheet limitations
• Understanding when Excel-based solutions fall short and when to transition to more robust tools
• Implementing specialized Excel add-ins to enhance your analytical capabilities
• Leveraging Power BI’s advanced features for data transformation, modeling, and visualization
• Developing distribution strategies that make your insights accessible to stakeholders

Perfect for: Financial professionals, analysts, managers, and decision-makers who need to extract maximum value from organizational data. No programming experience required—just a willingness to elevate your data analysis skills beyond basic reporting to true business intelligence.

Close Course Details

11:30 am

Course Details

Mastering S Corporations: Income, Losses, Credits, and Compensation

Course Description

This intensive course tackles the intricate challenges of S corporation taxation through a comprehensive two-year case study approach. Rather than presenting abstract concepts, you’ll follow a realistic scenario that unfolds across multiple tax years, demonstrating how decisions and circumstances in one year impact subsequent periods.

The hands-on methodology walks you through each step of preparing and analyzing essential forms and schedules, providing practical experience you can immediately apply to client situations.

The case study progression includes:

• Year One: Managing losses and their impact on both corporate and shareholder tax positions
• Detailed walkthrough of Form 1120-S preparation with supporting schedules
Shareholder-level impacts including stock and debt basis limitations using Form 7203
• Year Two: Transitioning from losses to income with prior-year carryovers
• Complexities introduced by acquiring another S corporation mid-scenario
• Built-in gains tax calculations and strategic planning opportunities
• Practical implementation of shareholder basis tracking across multiple years

Ideal for: Tax practitioners serving S corporation clients, accounting professionals responsible for S corporation compliance, and advisors who need to confidently navigate the interplay between corporate and shareholder tax positions. This course delivers practical skills for both return preparation and strategic tax planning.

Close Course Details
Course Details

Fraud’s Greatest Hits: A Playlist of Financial Crimes

Course Description

This innovative session transforms the study of accounting fraud from mundane to memorable through an examination of history’s most infamous financial scandals. Rather than a dry recitation of facts, Jeff delivers an entertaining and educational journey through the top ten accounting fraud cases, complete with custom song parodies that serve as mnemonic devices for each scandal’s key lessons.

Behind the engaging presentation lies serious content designed to sharpen your fraud detection skills. By analyzing these landmark cases, you’ll recognize recurring patterns and warning signs that could help you identify future schemes before they cause irreparable damage.

Throughout this high-energy session, you’ll:

• Uncover the psychological traits common among white-collar criminals
• Master the three-pronged framework for understanding fraud motivation and execution
• Discover practical techniques to detect financial statement manipulation
• Develop a more discerning approach to audit risk assessment
• Connect historical fraud patterns to present-day financial reporting risks

Perfect for: Auditors, financial statement preparers, internal control specialists, and accounting professionals who want to enhance their fraud detection capabilities while enjoying a uniquely entertaining learning experience. If traditional CPE puts you to sleep, this engaging approach will keep you alert and absorbing critical knowledge throughout.

Close Course Details
Course Details

Driving Financial Performance with Power BI: A Practical Guide: Part 2

Course Description

This hands-on workshop plunges you into the world of Business Intelligence (BI), today’s most powerful approach for transforming raw data into strategic insights. As organizations increasingly recognize the competitive advantage of data analytics, professionals who can harness these tools are becoming invaluable assets to their teams.

Through guided exercises and practical demonstrations, you’ll progress from basic Excel-based dashboards to sophisticated Power BI visualizations that uncover hidden patterns and opportunities within your data. Rather than just learning theory, you’ll build actual BI solutions throughout the session.

The workshop covers:

• Creating interactive Excel dashboards that transcend traditional spreadsheet limitations
• Understanding when Excel-based solutions fall short and when to transition to more robust tools
• Implementing specialized Excel add-ins to enhance your analytical capabilities
• Leveraging Power BI’s advanced features for data transformation, modeling, and visualization
• Developing distribution strategies that make your insights accessible to stakeholders

Perfect for: Financial professionals, analysts, managers, and decision-makers who need to extract maximum value from organizational data. No programming experience required—just a willingness to elevate your data analysis skills beyond basic reporting to true business intelligence.

Close Course Details

Thursday, August 14

7:30 am

Course Details

Rainmaker Strategies: Winning New Business in a Dynamic Market

Course Description

This action-oriented course revolutionizes traditional approaches to business development by integrating complementary sales and marketing strategies into a unified system for client acquisition and retention. Rather than presenting disconnected tactics, Robinson delivers a comprehensive framework that creates predictable revenue growth regardless of economic conditions.

Through practical exercises and real-world examples, you’ll construct a customized business development approach that leverages your organization’s unique strengths while addressing its specific challenges.

The session delivers:

• A structured process for cultivating long-term, profitable client relationships
• Techniques for identifying your optimal marketing mix to ensure continuous business flow
• A systematic selling methodology that increases closing percentages while building trust
• Tools for setting measurable business development goals and implementing effective action plans
• Strategies for creating a proactive growth engine that functions in any market environment
• Over a dozen immediately applicable skills and processes to accelerate revenue generation

Designed for: Partners, principals, managers, and business development professionals seeking to enhance their rainmaking capabilities. This course benefits both seasoned professionals looking to refine their approach and those newer to business development responsibilities.

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Course Details

Excel 2025 Deep Dive: Innovations for Accounting and Finance

Course Description

This dynamic course unveils the latest Excel innovations that can dramatically accelerate your productivity and enhance your professional trajectory. Moving beyond basic functionality, you’ll discover recently introduced tools and techniques that transform Excel from a simple spreadsheet program into a powerful business catalyst.

Through practical demonstrations and hands-on exercises, you’ll master time-saving features that automate repetitive tasks, visualize complex data, and deliver actionable insights. The session focuses on immediate application, ensuring you can implement these advancements the very next day.

The course showcases:

• Next-generation analytical functions that simplify complex calculations
• Modern data visualization techniques that communicate insights more effectively
• Advanced automation capabilities that eliminate hours of manual work
• Collaborative features that streamline teamwork and knowledge sharing
• Integration possibilities with other platforms to create seamless workflows
• Strategic applications that position you as a technical leader in your organization

Ideal for: Accounting professionals, financial analysts, managers, and Excel power users who want to leverage the latest advancements to increase their value to clients or employers. Whether you’re building a practice or climbing the corporate ladder, these cutting-edge Excel skills provide a significant competitive advantage in today’s data-driven business environment.

Close Course Details

9:30 am

Course Details

Data-Driven Leadership: Essential Metrics for Controllers and CFOs

Course Description

This practical course reveals the powerful analytical tools that financial leaders rely on to make strategic decisions and monitor business performance. Moving beyond basic calculations, you’ll learn how to select, interpret, and leverage various financial and operational metrics to drive business improvement.

Through hands-on examples and case studies, the session unpacks the art and science of performance measurement, helping you transform raw financial data into actionable business intelligence.

The course explores:

• The strategic purpose of metrics and how to align them with organizational objectives
• Key distinctions between leading and lagging indicators, KPIs, and traditional ratios
• Practical calculation methods for essential financial metrics across different industries
• Common interpretation pitfalls and how to avoid them
• Techniques for presenting metrics effectively to non-financial stakeholders
• Building a balanced performance measurement system tailored to your organization

Ideal for: Controllers, CFOs, financial analysts, business advisors, and accounting professionals who need to evaluate business performance, identify trends, and support strategic decision-making. This course provides valuable insights whether you’re developing new metrics or refining your existing measurement approach.

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Course Details

Excel Powerhouse: Advanced Features for Accounting Success

Course Description

This immersive program elevates your Excel expertise beyond fundamentals to the sophisticated capabilities that distinguish true power users. Drawing from over twenty-five years of specialized Excel training for accounting and financial professionals, the K2 team delivers practical, immediately applicable techniques that transform your efficiency and analytical capabilities.

Through hands-on exercises using your own laptop, you’ll master advanced functionalities across six critical areas that directly impact your daily workflow and deliverables. Rather than theoretical concepts, each segment focuses on real-world applications specifically relevant to financial environments.

The program delves into:

• Strategic collaboration tools and security protocols that protect sensitive financial data
• Advanced table structures and data modeling techniques that reveal relationships across complex datasets
• Time-saving data query methods for importing and transforming information from diverse sources
• Formula mastery that harnesses specialized functions for financial analysis and reporting
• Sophisticated analytical approaches including data tables, subtotals, and PivotTable techniques
• Visualization strategies that communicate financial insights with clarity and impact

Tailored for: Experienced Excel users in accounting, finance, and related fields who need to process complex data more efficiently, produce more insightful analyses, and create compelling visualizations that drive decision-making. This course covers advanced features available in Excel 2019 and newer versions.

Close Course Details

11:30 am

Course Details

Simplifying the Complex: GAAP Alternatives for Private Companies

Course Description

This strategic course unveils the competitive advantages available exclusively to nonpublic entities through the FASB’s Private Company Council alternatives. Moving beyond mere technical explanations, this session helps you identify which GAAP simplifications deliver the greatest practical benefits for your organization or clients.

Through side-by-side comparisons and real-world scenarios, you’ll visualize how financial statements transform when these alternatives are applied, allowing you to make informed decisions about implementation timing and stakeholder impact.

The course thoroughly examines:

• The complete spectrum of recognition, measurement, presentation, and disclosure options available to private companies under U.S. GAAP
• Cost-benefit analysis of each alternative to determine which provide meaningful relief
• Strategic considerations for timing the adoption of these alternatives
• Implementation approaches that minimize disruption to existing accounting processes
• Stakeholder communication strategies when adopting alternative accounting treatments
• Financial statement before-and-after comparisons illustrating the tangible effects of each alternative

Especially valuable for: Controllers and CFOs of private companies, accounting professionals who serve private company clients, and financial statement preparers seeking to streamline reporting while maintaining GAAP compliance. This course provides practical guidance for leveraging private company accounting advantages while satisfying user needs.

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Course Details

Pivot Tables Pro: Unlocking Insights from Your Data

Course Description

This immersive workshop unlocks Excel’s most potent analytical tool—PivotTables—transforming this underutilized feature from intimidating to indispensable. While many financial professionals avoid PivotTables due to perceived complexity, this hands-on session reveals how they can slash analysis time while delivering deeper insights.

Your K2 instructor guides you through a progressive learning journey, beginning with fundamental concepts before advancing to sophisticated techniques that connect PivotTables to external data sources and financial systems. Through practical exercises using real-world scenarios, you’ll overcome common obstacles and discover time-saving shortcuts.

The workshop covers:

• Essential PivotTable architecture and the six key elements that drive functionality
• Strategic data grouping techniques, including fiscal period reporting solutions
• Custom calculation methods that extend beyond Excel’s standard formulas
• Advanced consolidation approaches for multiple data sources and ranges
• Enterprise-level applications using Power Query, Power Pivot, and Slicers
• Formatting strategies that maintain data integrity while enhancing readability
• Troubleshooting techniques for common PivotTable challenges

Perfect for: Accounting professionals, financial analysts, and business managers who work with large datasets but haven’t fully embraced PivotTables. Whether you’re a PivotTable novice or seeking to enhance existing skills, this course will dramatically improve your data analysis capabilities and efficiency.

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Friday, August 15

7:30 am

Course Details

The Remote Work Playbook: 12 Strategies for Managing Teams

Course Description

This transformative course tackles the unique challenges of leading teams through industry shifts and regulatory changes in today’s remote work environment. Instead of generic leadership platitudes, Ed delivers practical strategies grounded in real-world remote leadership experience.

Through interactive exercises and case studies, you’ll develop specific skills for motivating dispersed teams, establishing accountability without micromanagement, and fostering genuine connection despite physical distance.

The course is organized across three essential pillars:

• Remote leadership psychology and trust-building methodologies
• Time management and priority-setting frameworks for distributed teams
• Performance optimization techniques for virtual collaboration

Designed for: Managers and leaders navigating the complexities of remote team leadership during periods of significant organizational change. This course provides essential strategies whether you’re transitioning to hybrid work models or managing fully distributed teams through industry disruption.

Close Course Details

9:30 am

Course Details

Think Like an Auditor: Mastering Financial Statement Preparation

Course Description

This insightful course flips the traditional perspective by teaching financial statement preparers to adopt an auditor’s mindset. By understanding how external auditors approach financial statements, preparers can anticipate questions, strengthen controls, and create more robust financial reporting processes.

Through practical examples and interactive scenarios, you’ll learn to apply critical auditing concepts such as materiality, risk assessment, and professional skepticism to your financial statement preparation process.

The session delves into:

• Techniques for determining appropriate quantitative and qualitative materiality thresholds
• Methods for identifying financial statement components most scrutinized by users and auditors
• Strategies for evaluating fraud and error risk within your specific financial reporting environment
• Practical approaches to strengthening internal controls in high-risk areas
• Documentation practices that demonstrate sound professional judgment
• Communication strategies that facilitate smoother audit engagements

Well-suited for: Controllers, accounting managers, financial reporting specialists, and accounting staff who prepare financial statements and supporting documentation. This course is particularly valuable for professionals seeking to improve audit readiness, reduce audit adjustments, and enhance the overall quality of financial reporting.

Close Course Details

11:30 am

Course Details

Getting Smart with AI: An Introduction for Professionals

Course Description

This groundbreaking course strips away the mystique surrounding Artificial Intelligence to reveal its practical, tangible benefits for financial professionals. Moving beyond theoretical concepts, you’ll discover how AI technologies are already embedded in your daily tools and workflows, waiting to be leveraged.

Through real-world demonstrations and interactive examples, you’ll learn to distinguish between genuine AI capabilities and marketing hype, allowing you to make strategic decisions about which technologies truly merit your attention and investment.

The course illuminates:

• Core differences between AI, Machine Learning, and Robotic Process Automation and their specific applications in finance
• Hidden AI features within familiar applications like Excel that dramatically improve data analysis and pattern recognition
• Practical applications for fraud detection, error identification, and anomaly spotting in financial datasets
• Implementation strategies that complement your existing expertise rather than replacing it
• Forward-looking insights into how AI will reshape financial roles and create new opportunities for professionals

Designed for: Accounting and finance professionals at all levels who want to harness AI’s capabilities without becoming technical experts. This course provides the practical knowledge needed to stay relevant in an increasingly AI-enhanced financial landscape while improving your current productivity and effectiveness.

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COURSE SELECTION

Select Your Conference Courses

Fast Track Course Selection

Unlock your career potential with just a click! Explore our fast track courses packages in Tax, Accounting & Finance, and Finance Leadership tracks by selecting the buttons below. Elevate your skills and accelerate your journey to success.

*Please note the fast track course selections provided are suggestions; individuals should verify compatibility with their credentials/licensing before registering.

Tax Professional

Practical insights into the latest tax developments and strategies to keep you ahead of the game.

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Accounting & Finance

A&A and GAAP updates, risk assessment, quality management, and beyond.

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Financial Leadership

Whether you’re leading a firm now or seeking to rise to new heights, these courses will help you get there faster.

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Other CPE Conference Locations

Jul. 7 – 11, 2025

Orlando, FL

  • Four Seasons Resort Orlando at Walt Disney World®​

Topics of study:

Taxes • Accounting • Auditing • Regulatory Ethics • Business Management & Organization • Information Technology ​

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Aug. 11 – 15, 2025

Nashville, TN​

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Topics of study:

Taxes • Accounting • Auditing • Regulatory Ethics • Business Management & Organization • Information Technology ​

Book Now

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Stowe, VT

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Topics of study:

Taxes • Accounting • Auditing • Regulatory Ethics • Business Management & Organization • Information Technology ​

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Orlando, FL

  • Four Seasons Resort Orlando at Walt Disney World®​

Topics of study:

Taxes • Accounting • Auditing • Regulatory Ethics • Business Management & Organization • Information Technology ​

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Las Vegas, NV

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Taxes • Accounting • Auditing • Regulatory Ethics • Business Management & Organization • Information Technology ​

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O’ahu, HI

  • Four Seasons Resort Oahu at Ko Olina

Topics of study:

Taxes • Accounting • Auditing • Regulatory Ethics • Business Management & Organization • Information Technology ​

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Dec. 8 – 12, 2025

Las Vegas, NV

  • MGM Grand Hotel & Casino – Las Vegas

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Book Now