CPE & Event Calendar

Generative Artificial Intelligence (AI) has moved well beyond the experimentation stage. Most firms have explored tools such as Microsoft Copilot, ChatGPT, and Claude. The opportunity now is to move from individual experimentation to a structured firmwide strategy that produces measurable business value while protecting client information and maintaining professional standards. Microsoft Copilot for CPA Firms: From Experimentation to Enterprise Adoption is an intensive, practical program designed to help accounting professionals develop a roadmap for deploying Microsoft Copilot effectively and responsibly throughout their firms. Rather than focusing only on Copilot features, this program addresses the larger questions firms must answer: Where should we use Copilot? Which workflows offer the greatest opportunity? How should we protect confidential information? How do we maintain professional judgment? How should we govern its use? And how do we turn Copilot adoption into measurable return on investment (ROI)?

You could pay $0 for this course!As emerging technologies such as artificial intelligence become more advanced, and their use proliferates, the threat of complex and technology-driven frauds only increases. The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years, and when uncovered, management and the board may question why an auditor did not identify it. The auditor's responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as a lack of segregation of duties, can leave a firm, and their auditor, vulnerable. Beginning with a summary and discussion of the 2024 ACFE Report to the Nations, this course will further discuss the audit procedures that should be performed in accordance with AU-C §240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit, and the most frequent types of fraud found in small to mid-sized entities along with internal controls that could be implemented to help prevent and detect them. Utilizing case studies and comprehensive illustrations, best practices in documentation and risk assessment are discussed and analyzed. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-3040. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course!This course is designed to provide CPAs in public and private practice with the latest insights and practical knowledge on the integration of artificial intelligence (AI) in accounting. With a focus on real-world applications and ethical considerations, this course equips accounting professionals with the skills necessary to leverage AI for improved efficiency and accuracy in their work. Having previous experience or exposure to AI is not necessary. This course will provide actionable insights and training CPAs can use on future engagements regardless of where the CPAs are along their AI learning path. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-13051. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.

You could pay $0 for this course! There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Massachusetts firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Massachusetts Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-15242. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.