Hospitality Accounting- An Introduction to the USALI Structure
2.0 Credit HoursPrice: 2.0 Tokens
This course is a good introduction to the specialized accounting for the hospitality industry. Topics will include an introduction to hospitality accounting and a detailed look at the USALI structure.
In additional to the exceptional content, Jeff will include his signature video parodies, which are designed to reinforce the material as well as keep your interest and put a smile on your face.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with a ten minute break
Revision Date - 12/27/24
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More Info
Learning Objectives
Upon successful completion of this course, participants will be able to:
Describe characteristics of hospitality accounting
Describe the hotel organizational structure
Describe the difference between financial and managerial accounting
Describe the USALI chart of accounts
Describe the USALI income statement
Describe the USALI balance sheet
Describe the USALI statement of cash flows
Describe the USALI departmental income statement
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
Events
ON DEMAND? Request a Course Date/Time - click here for details
1.0 Credit HoursPrice: 1.0 Tokens
Click on the bottom "Sign up for a custom date and time!" and fill out the form to request a new date or time.
Or you can Email Sandy at cpe@jeffsailor.com
or call 352-732-4422.
We can even try to schedule some evenings and weekends.
If Jeff can monitor the course, we'll schedule it for you!
There's no charge for this service.
Hospitality Accounting- KPIs, Budgeting & Internal Control
2.0 Credit HoursPrice: 2.0 Tokens
This course is covers management aspect of accounting for the hospitality industry. Topics will include key performances indicators in the hospitality industry, key ratios, forecasting and budgeting, internal control and fraud.
In additional to the exceptional content, Jeff will include his signature video parodies, which are designed to reinforce the material as well as keep your interest and put a smile on your face.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with a ten minute break
Revision Date - 12/27/24
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More Info
Learning Objectives
Upon successful completion of this course, participants will be able to:
Describe the essential KPIs used in the hospitality industry
Describe the advanced KPIs used in the hospitality industry
Describe the difference between KPIs and ratios
Describe the common ratios used in the hospitality industry
Describe budgeting and forecasting in the hospitality industry
Describe methods for accurate forecasting
Describe internal controls in the hospitality industry
Describe common fraud schemes found in the hospitality industry
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
EventsDecember 30, 2024 @ 2:00 PM - ET Hospitality Accounting - KPIs, Budgeting & Internal Control
December 30, 2024 @ 4:00 PM - ET Hospitality Accounting - KPIs, Budgeting & Internal Control
December 31, 2024 @ 9:00 AM - ET Hospitality Accounting - KPIs, Budgeting & Internal Control
December 31, 2024 @ 1:00 PM - ET Hospitality Accounting - KPIs, Budgeting & Internal Control
IFRS Accounting - An Introduction
2.0 Credit HoursPrice: 2.0 Tokens
This course is a good introduction to International Accounting Standards which will serve as an excellent refresher for those working in that arena. Topics include the history of IFRS, cultural aspects that affect the standards, the structure of the standards and the OFRS conceptual framework. It will also cover the requirements for an entity’s first time application of IFRS.
In additional to the exceptional content, Jeff includes his signature video parodies, which are designed to reinforce the material as well as keep your interest and put a smile on your face.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
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More Info
Learning Objectives
Upon successful completion of this course, participants will be able to:
Describe the purpose of IFRS
Describe the history of the IASB and IFRS
Describe the cultural aspects which affect the standards
Describe major differences between IFRS and GAAP
Describe the basic structure of the IFRS standards
Describe the IFRS Conceptual Framework
Apply the standards for first time application of IFRS
Level
BasicPrerequisites
Basic understanding of accounting.Advanced Preparation
None
-
EventsDecember 30, 2024 @ 12:30 PM - ET IFRS Accounting - An Introduction
December 31, 2024 @ 1:30 PM - ET IFRS Accounting - An Introduction
January 2, 2025 @ 1:00 PM - ET IFRS Accounting - An Introduction
January 7, 2025 @ 10:00 AM - ET IFRS Accounting - An Introduction
January 9, 2025 @ 3:00 PM - ET IFRS Accounting - An Introduction
January 11, 2025 @ 10:00 AM - ET IFRS Accounting - An Introduction
January 13, 2025 @ 1:00 PM - ET IFRS Accounting - An Introduction
January 15, 2025 @ 6:30 PM - ET IFRS Accounting - An Introduction
IFRS Accounting - The IAS and IFRS Standards
2.0 Credit HoursPrice: 2.0 Tokens
This course is a good introduction to international Accounting Standards which will serve as an excellent refresher for those working in that arena. Topics include an overview of all the current IAS and IFRS standards. In addition to the overview, the course highlights certain special standards which have had recent updates.
In additional to the exceptional content, Jeff includes his signature video parodies, which are designed to reinforce the material as well as keep your interest and put a smile on your face.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
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More Info
Learning Objectives
Upon successful completion of this course, participants will be able to:
Describe the basics of the current International Accounting Standards
Describe the basics of the current International Financial Reporting Standards
Describe the treatment for foreign currency
Describe the treatment for hyperinflationary economies
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
Events
IFRS Accounting - IFRS Issues
2.0 Credit HoursPrice: 2.0 Tokens
This course will cover some the issues related to International Financial Accounting. Topics include a discussion on the IFRS-SME, digital financial reporting, the effect of cryptocurrency on international accounting and the IFRS Sustainability Disclosure Standards.
In additional to the exceptional content, Jeff includes his signature video parodies, which are designed to reinforce the material as well as keep your interest and put a smile on your face.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with a 10 minute break
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More Info
Learning Objectives
Upon successful completion of this course, participants will be able to:
Describe the basics of IFRS-SME
Describe the meaning and issues related to digital financial reporting
Describe the issues related to cryptocurrencies
Describe the disclosure recommendations under the IFRS Sustainability Disclosure Standards
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
Events
Jeff Sailor's 2024 A&A Update and Review (8 CR)
8.0 Credit HoursPrice: 8.0 Tokens
Jeff Sailor's 2024 Accounting and Auditing Update and Review Course is designed to provide an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. As always, to assist with attention and learning, Jeff has included several video parodies.
ACCOUNTING UPDATE - Covers the latest updates to the FASB Codification, including financial instruments, credit losses, cryptocurrency, accounting theory under the Concepts and other FASB updates.
AUDIT UPDATE - In-depth coverage of the totally updated requirements for risk assessment, as well as Focus on Fraud.
SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews in a step by step format with a focus on the new AICPA Guide to Analytical Procedures in a Review.
QUALITY STANDARDS - A step by step discussion on using the AICPA practice aid for implementing your new System of Quality Management.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 400 minutes of instruction- 10min break in the morning and afternoon and 30min lunch break
Revision Date: 7/18/2024
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More Info
Learning Objectives
- Identify and apply the most pervasive GAAP updates
- Apply the provisions for financial instruments
- Apply the provisions for cryptocurrency under the new standard
- Apply the major provisions of the standard for Credit Losses
- Apply the standards for preparations, compilations and reviews based on AR sections 60, 70, 80 & 90
- Identify and apply the latest audit standards for inquiries related to the predecessor auditor
- Apply the new Audit Risk Assessment requirements
- Describe fraud risks associated with recent cases
- Apply the AICPA Practice Aid to implement your system of quality management
- Describe proper accounting theory under the FASB Concepts
- Cite and apply better practice skills
Level
UpdatePrerequisites
Basic understanding of accounting and auditing
Advanced Preparation
None
-
Events
Blockchain, Cryptocurrency, NFTs and Other Scary Stuff No One Understands
2.0 Credit HoursPrice: 2.0 Tokens
This course covers topics which most practitioners find somewhat daunting. The goal is to give you the information you need to meet these challenges with confidence and thus not miss the proper accounting or reporting issues.
This course is designed to teach you various aspects of blockchain, cryptocurrency, NFTs , Web3 and AI.
Jeff Sailor and Jennifer Sailor bring a truly unique presentation style to explain the topics in a common sense way, while adding their own sense of candor and humor to keep you awake and reinforce the material.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with a ten minute break
Revision Date - 8/14/24
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More Info
Learning Objectives
- Describe the concept of blockchain
- Describe common uses of blockchain
- Describe the concept of cryptocurrency
- Recognize some of the challenges of cryptocurrency
- Apply the new FASB standards for accounting for cryptocurrency
- Describe non-fungible tokens
- Describe the concept of WEB3
- Recognize the challenges and opportunities for using artificial intelligence in accounting and auditing
Level
BasicPrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
-
Events
Jeff Sailor's 2024 Accounting Update and Review (4CR)
4.0 Credit HoursPrice: 4.0 Tokens
(NOTE: This is the same information presented in the 8 credit course, Jeff Sailor's A&A Update and Review 2024)
The amount of change in the accounting profession is staggering, making it tough for the average CPA to keep up. This course will get you up to date with the latest information coming from the FASB.
In this course, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will cover present the latest GAAP pronouncements, along with his signature video parodies, which are designed to keep you awake and reinforce the material.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 200 minutes of instruction with three 10 minute breaks after each hour
Revision Date: 7/26/24
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More Info
Learning Objectives
- Apply the most pervasive accounting updates issued by the FASB
- Apply accounting standards for the more basic financial instruments
- Describe the basics of accounting for more complex financial instruments
- Describe the concepts of blockchain, cryptocurrency and NFTs
- Apply the new provisions for Credit Losses
- Identify and apply the most pervasive GAAP updates
- Cite the basics of the narrow scope GAAP updates
- Describe the Elements of Financial Statements under the FASB Concepts
- Describe proper presentation under the FASB Concepts
Level
UpdatePrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
Events
How to Develop Your System of Quality Management Using the AICPA Practice Aids (3CR)
3.0 Credit HoursPrice: 3.0 Tokens
With the issuing of the new Quality Management Standards, the AICPA requires that all CPA firms with accounting and auditing practices implement a NEW system of quality management in accordance with brand new SQMS 1. This will include not only firms who perform audits or reviews, but also firms who limit their work to preparation or compilation engagement.
While the goal is to improve overall quality in the profession, implementation may appear overwhelming for many practitioners.
To assist with the implementation, the AICPA has created practice aids designed to assist with the process of developing your new system.
In this detailed webcast Jeff walks you through every aspect of the process:
1. Where to find the practice aids
2. The proper use of the practice aids
3. Documents you are required to have
4. How to use the practice aids for documentation
5. Proper use the spreadsheet risk assessment template
6. Creation of your final documents
In addition, he offers practical advice along the way to make your job even easier.
As in all his courses, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will also include a certain amount of humor designed to keep you awake and reinforce the material.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 150 minutes of instruction
Revision Date: 12/27/2024
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the purpose of the new QM standards
Identify the eight components of quality management
Describe he changes from prior standards
Apply the requirements
Identify the limitations of the practice aids
Apply the practice aids in assessing risk
Apply the standards to create a system of quality management using the AICPA practice aids
Level
UpdatePrerequisites
Basic understanding of accounting and auditing
Advanced Preparation
None
-
EventsDecember 30, 2024 @ 2:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
December 31, 2024 @ 1:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 2, 2025 @ 2:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 7, 2025 @ 2:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 8, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 10, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 11, 2025 @ 1:30 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 13, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 14, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
January 16, 2025 @ 2:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
Jeff Sailor's 2024 Audit Update and Review (3CR)
3.0 Credit HoursPrice: 3.0 Tokens
(NOTE: This is an expanded version of the Audit section of the 8 credit course, Jeff Sailor's A&A Update and Review 2024)
Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for audits. This course will cover the nuts and bolts of these pronouncements as well as cover the theory required to make proper decisions.
Topics will include the latest SAS updates accounting estimates and the brand new requirements for audit risk assessment. Special attention will be placed on the provisions most important for compliance, including documentation. We will also discuss some troublesome topics as well as other reporting topics. As a bonus, we will include our 2024 “Focus on Fraud”. In this edition, we will discuss what happened at Theranos as well as some other cases.
Course Level - Update
Delivery Method - Group Internet Based Webcast
Length - 150 minutes of Instruction with three 10 minute breaks after each hour
Revision Date - 7/26/24
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More Info
Learning Objectives
- Apply the provisions for auditing accounting estimates
- Apply the provisions for audit evidence
- Apply the provisions for risk assessment
- Describe peer review problem areas
- Apply better practice skills for documentation
- Describe the fraud that happened at Theranos
Level
UpdatePrerequisites
basic understanding of auditing
Advanced Preparation
None
-
Events
Focus on Fraud 2024
1.0 Credit HoursPrice: 1.0 Tokens
Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud cases, the practitioner can become aware of patterns which will help to identify fraud. In this series Jeff discusses the basics of fraud as well as specific cases studies.
Jeff's 2024 edition highlights include: Theranos and Elizabeth Holmes, why you may not want to commit fraud in certain countries, and the final chapter for FTX.
As in all his courses, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will also include a certain amount of humor designed to keep you awake and reinforce the material.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 50 minutes of Instruction
Revision Date - 8/1/24
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Define fraud as it relates to auditing and accounting
Describe the types of fraud
Describe the fraud triangle
Describe examples of fraud
Describe the fraud that happened at Theranos
Describe what happened to Truong My Lan
Describe the final chapter of FTX
Level
BasicPrerequisites
Basic knowledge of accounting and auditing
Advanced Preparation
None
-
Events
The SSARS General Principles - By The Book (1CR)
1.0 Credit HoursPrice: 1.0 Tokens
Preparation, compilation and review engagements fall under the SSARS reporting standards. Regardless of the level of engagement, all SSARS engagements fall under the SSARS General Principles. In this course, Jeff will explain the general principles required for all SSARS engagements
Topics will include ethics, engagement acceptance, compliance with requirements as well as other areas. As always, Jeff will include his unique sense of humor to help keep your attention and retain the material.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 50 minutes of instruction
Revision Date: 8/14/2023
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify proper application of the provisions of SSARS General Principles
Identify the relevant ethics for SSARS engagements
Apply the general requirements for all SSARS engagements
Apply better practice skills
Level
BasicPrerequisites
Basic knowledge of accounting and reporting
Advanced Preparation
None
-
Events
The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
2.0 Credit HoursPrice: 2.0 Tokens
This course provides a comprehensive overview of the accounting for various types of financial instruments under GAAP. Topics include the classifications, where to find guidance, proper valuation, options available, presentation and disclosure. The course groups the various types according to complexity as good, bad and ugly.
As always, Jeff will include his unique sense of humor to help keep your attention and retain the material. In this case, the theme will be the spaghetti westerns of the 1960s. So hold on to your hat. You’re in for a ride!
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 100 minutes of instruction
Revision Date: 12/27/2023
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify various types of financial instruments under GAAP
Locate authoritative guidance related to financial instruments
Apply the general requirements for the most common financial instruments
Explain the requirements for more complex financial instruments
Level
BasicPrerequisites
Basic knowledge of accounting
Advanced Preparation
None
-
Events
Jeff Sailor's 2024 SSARS Update and Review (3CR)
3.0 Credit HoursPrice: 3.0 Tokens
(NOTE: This is an expanded version of the SSARS section of the 8 credit course, Jeff Sailor's A&A Update and Review 2024)
Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for compilations and review. To add to the confusion, there is now a new level of service known as a preparation, which has no report! This course will cover the nuts and bolts of these pronouncements as well as cover the theory required to make proper decisions.
Topics will include the most important issues related to compilations and reviews as well as the general requirements that apply to all SSARS engagements. Special attention will be placed on the provisions most important for compliance. We will include a section on using the AICPA Practice for developing your system of quality management. We will also cover the AICPA practice Aids for preparation engagements and review analytical procedures.
Course Level - Update
Delivery Method - Group Internet Based Webcast
Length - 150 minutes of Instruction with three 10 minute break after each hour
Revision Date - 7/26/24
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More Info
Learning Objectives
- Identify proper application of the provisions of SSARS
- Implement a system of quality management using the AICPA Practice Aid
- Identify reporting requirements for compilations and reviews.
- Apply the provisions of the AICPA practice aid for preparation engagements
- Apply the provisions of the AICPA Practice Aid for review analytical procedures
- Apply the provisions for the compilation of financial statements
- Describe peer review problem areas
- Apply better practice skills
Level
UpdatePrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
Events
Jeff Sailor's 2024 A&A Update and Review- Part 1 (4CR)
4.0 Credit HoursPrice: 4.0 Tokens
Jeff Sailor's 2024 Accounting and Auditing Update and Review Course is designed to provide an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. As always, to assist with attention and learning, Jeff has included several video parodies.
This is PART 1 of the course and covers the following topics:
ACCOUNTING UPDATE - Covers the latest updates to the FASB Codification, including financial instruments, credit losses, cryptocurrency, accounting theory under the Concepts and other FASB updates.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 200 minutes of instruction- with three 10 minute breaks
Revision Date: 7/22/24
-
More Info
Learning Objectives
- Identify and apply the most pervasive GAAP updates
- Apply the provisions for financial instruments
- Apply the provisions for cryptocurrency under the new standard
- Apply the major provisions of the standard for Credit Losses
- Describe proper accounting theory under the FASB Concepts
- Cite and apply better practice skills
Level
UpdatePrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
Events
Jeff Sailor's 2024 A&A Update and Review- Part 2 (4CR)
4.0 Credit HoursPrice: 4.0 Tokens
Jeff Sailor's 2024 Accounting and Auditing Update and Review Course is designed to provide an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. As always, to assist with attention and learning, Jeff has included several video parodies.
This is PART 2 of the course and covers the following topics:
AUDIT UPDATE - In-depth coverage of the totally updated requirements for risk assessment, as well as Focus on Fraud.
SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews in a step by step format with a focus on the new AICPA Guide to Analytical Procedures in a Review.
QUALITY STANDARDS - A step by step discussion on using the AICPA practice aid for implementing your new System of Quality Management.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 200 minutes of instruction- with three 10 minute breaks
Revision Date: 7/22/24
-
More Info
Learning Objectives
- Identify and apply the most pervasive GAAP updates
- Apply the standards for preparations, compilations and reviews based on AR sections 60, 70, 80 & 90
- Identify and apply the latest audit standards for inquiries related to the predecessor auditor
- Apply the new Audit Risk Assessment requirements
- Describe fraud risks associated with recent cases
- Apply the AICPA Practice Aid to implement your system of quality management
- Cite and apply better practice skills
Level
UpdatePrerequisites
Basic understanding of accounting and auditing
Advanced Preparation
None
-
Events
Enjoyable Ethics for Florida CPAs (4CR)
4.0 Credit HoursPrice: 4.0 Tokens
Written by Jeff Sailor and Jennifer Sailor
This course specifically meets the ethics CPE requirements for Florida CPAs. Our Florida Provider Number is 0009374 and our Florida Course Number is 0028009.
To specifically meet the requirements for Florida CPAs, the course will devote at least 51% of the time to Florida rules including Chapter 455 F.S. , Chapter 473 F.S. and FL BOA Rules 61H1.
This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this, Jeff will not only cover the typical topics, but will also challenge you to think outside the box.
In this course, Jeff Sailor will bring his truly unique presentation style to explain the nature of ethics as well as why we have to review our ethics rules on a regular basis.
He will cover the authoritative guidance found in the AICPA Code of Professional Conduct in detail. He will also explain how to use the AICPA Conceptual Framework when faced with ethical issues and cover independence requirements of the Code of Professional Conduct with special emphasis on nonattest services.
In addition, Jeff will include a lot of humor and one of his signature video parodies, which is designed to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 200 minutes of Instruction
Revision Date - 12/14/22
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More Info
Learning Objectives
Define ethics
Describe types of ethics
Identify ethical dilemmas
Describe the source of accounting ethics
Describe the format of the AICPA Code of Professional Conduct
Identify the areas of ethics rules for accountants in public practice
Identify the areas of ethics rules for accountants in business
Describe various violations of ethics
Apply the Conceptual Framework for ethics issues
Identify the seven threats to independence
Describe the five categories of independence issues
Describe the issues related to nonattest services
Describe the topics in FL 455
Describe the topics in FL 473
Describe the rules on Fl BOA Rules 61H1
Apply the provisions for reporting CPE to the FL DBPR
Level
UpdatePrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
-
EventsDecember 30, 2024 @ 7:00 AM - ET Enjoyable Ethics for Florida CPAs
December 30, 2024 @ 12:30 PM - ET Enjoyable Ethics for Florida CPAs
December 31, 2024 @ 9:00 AM - ET Enjoyable Ethics for Florida CPAs
January 2, 2025 @ 9:00 AM - ET Enjoyable Ethics for Florida CPAs
January 4, 2025 @ 9:00 AM - ET Enjoyable Ethics for Florida CPAs
January 6, 2025 @ 1:00 PM - ET Enjoyable Ethics for Florida CPAs
January 8, 2025 @ 9:00 AM - ET Enjoyable Ethics for Florida CPAs
January 10, 2025 @ 1:00 PM - ET Enjoyable Ethics for Florida CPAs
January 14, 2025 @ 9:00 AM - ET Enjoyable Ethics for Florida CPAs
January 16, 2025 @ 1:30 PM - ET Enjoyable Ethics for Florida CPAs
Enjoyable Ethics for Tax Professionals - Circular 230
2.0 Credit HoursPrice: 2.0 Tokens
This course designed to address ethics issues of tax practitioners under Circular 230 and but also qualifies as regulatory ethics under other states which require an ethics course prepared by a NASBA Sponsor. Check your state for individual requirements.
This course is designed to teach you various aspects of the ethics requirements of Circular 230, while making it enjoyable. To do this, Jeff will not only cover the typical topics but will also challenge you to think outside the box.
In this course, Jeff Sailor will bring his truly unique presentation style to explain the nature of ethics as well as why we have to review our ethics rules on a regular basis.
While the focus of this course will be on ethics for tax practitioners, these may be applied to any accounting professional.
In addition, Jeff will include interesting true case studies and a lot of humor to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with a ten minute break
Revision Date - 8/1/24
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More Info
Learning Objectives
-Describe the source of tax practitioner ethics
-Describe the format of IRS Circular 230
-Apply the standards for client confidentiality
-Apply the standards for proper safeguarding of client data
-Recognize some of the more common fraud situations
-Apply the standards for duties and responsibilities relating to practice before the IRS
Level
UpdatePrerequisites
Basic accounting knowledge
Advanced Preparation
None
-
Events
Maintaining Your Independence (1CR)
1.0 Credit HoursPrice: 1.0 Tokens
Written by Jeff Sailor and Jennifer Sailor
Independence is one of the most important aspects in all areas of financial reporting. It is interesting to note that none of us are ever truly independent. The key is being aware of the issues which could impair your judgement.
In this course, Jeff Sailor uses his truly unique presentation style to explain the importance of maintaining your independence, along with covering the most important independence issues found in the AICPA Code of Professional Conduct.
In addition, Jeff includes a lot of humor to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 50 minutes of instruction
Revision Date - 10/25/22
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More Info
Learning Objectives
Define independence
Describe the requirements for independence in financial reporting
Identify the seven threats to independence
Describe the independence issues found in the AICPA Code of Professional Conduct
Level
UpdatePrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
-
Events
Enjoyable Ethics- The 2 Credit Edition
2.0 Credit HoursPrice: 2.0 Tokens
Written by Jeff Sailor and Jennifer Sailor
This course specifically meets the Ethics CPE requirements for South Carolina and any other states which require 1-2 credits prepared by a NASBA Sponsor. Check your state for individual requirements.
This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this, Jeff covers the typical topics while challenging you to think outside the box.
Jeff Sailor uses his truly unique presentation style to explain the nature of ethics, as well as why we have to review our ethics rules on a regular basis.
He also covers the authoritative guidance found in the AICPA Code of Professional Conduct.
As usual, Jeff includes a lot of humor and one of his signature video parodies, which is designed to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction
Revision Date - 10/25/22-
More Info
Learning Objectives
Define ethics
Describe types of ethics
Identify ethical dilemmas
Describe the source of accounting ethics
Describe the format of the AICPA Code of Professional Conduct
Identify the areas of ethics rules for accountants in public practice
Identify the areas of ethics rules for accountants in business
Describe various violations of ethics
Level
UpdatePrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
-
Events
Enjoyable Ethics- Chapter 1: General Ethics & Accounting Ethics (1CR)
1.0 Credit HoursPrice: 1.0 Tokens
Written by Jeff Sailor and Jennifer Sailor
This course specifically meets the Ethics requirements for North Carolina and any other states which require an Ethics course prepared by a NASBA Sponsor. Check your state for individual requirements.
This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this, Jeff covers the typical topics while challenging you to think outside the box.
In this edition, Jeff Sailor uses his truly unique presentation style to explain the nature of ethics, as well as why we have to review our ethics rules on a regular basis. He also introduces the AICPA Code of Professional Conduct.
As usual, Jeff includes a lot of humor to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 50 minutes of Instruction
Revision Date - 10/25/22-
More Info
Learning Objectives
Define ethics
Describe types of ethics
Identify ethical dilemmas
Describe the source of accounting ethics
Describe the format of the AICPA Code of Professional Conduct
Level
UpdatePrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
-
Events
Enjoyable Ethics- The 3 Credit Edition
3.0 Credit HoursPrice: 3.0 Tokens
Written by Jeff Sailor and Jennifer Sailor
This course specifically meets the Ethics CPE requirements of any state which requires 1-3 credits prepared by a NASBA Sponsor. Check your state for individual requirements.
This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this, Jeff covers the typical topics while challenging you to think outside the box.
Jeff Sailor uses his truly unique presentation style to explain the nature of ethics as well as why we have to review our ethics rules on a regular basis.
He covers the authoritative guidance found in the AICPA Code of Professional Conduct in detail. He also explains how to use the AICPA Conceptual Framework when faced with ethical issues, and covers independence requirements of the Code of Professional Conduct with special emphasis on nonattest services.
In addition, Jeff includes a lot of humor and one of his signature video parodies, which is designed to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 150 minutes of Instruction
Revision Date - 10/25/22-
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Learning Objectives
Define ethics
Describe types of ethics
Identify ethical dilemmas
Describe the source of accounting ethics
Describe the format of the AICPA Code of Professional Conduct
Identify the areas of ethics rules for accountants in public practice
Identify the areas of ethics rules for accountants in business
Describe various violations of ethics
Apply the Conceptual Framework for ethics issues
Identify the seven threats to independence
Describe the five categories of independence issues
Describe the issues related to nonattest services
Level
UpdatePrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
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Events
Enjoyable Ethics- Chapter 2: AICPA Code of Professional Conduct (1CR)
1.0 Credit HoursPrice: 1.0 Tokens
Written by Jeff Sailor and Jennifer Sailor
This course specifically meets the Ethics requirements for North Carolina and any other states which require an Ethics Course prepared by a NASBA Sponsor. Check your state for individual requirements.
This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this this Jeff not only covers the typical topics, but also challenges you to think outside the box.
In this course, Jeff Sailor uses his truly unique presentation style to explain in detail various aspects of the AICPA Code of Professional Conduct.
As usual, Jeff includes a lot of humor and a signature video parody to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 50 minutes of Instruction
Revision Date - 10/25/22-
More Info
Learning Objectives
Describe the format of the AICPA Code of Professional Conduct
Apply the code basics that apply to all members
Apply the requirements for members in public accounting
Describe various violations of ethics
Level
UpdatePrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
-
Events
Enjoyable Ethics- Chapter 3: The Conceptual Framework & Independence (1CR)
1.0 Credit HoursPrice: 1.0 Tokens
Written by Jeff Sailor and Jennifer Sailor
This course specifically meets the Ethics Requirements for North Carolina and any other states which require an Ethics Course prepared by a NASBA Sponsor. Check your state for individual requirements.
This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this this Jeff not only covers the typical topics, but also challenges you to think outside the box.
In this edition, Jeff Sailor uses his truly unique presentation style to explain how to use the AICPA Conceptual Framework when faced with ethical issues, and covers independence requirements of the Code of Professional Conduct.
As usual, Jeff includes a lot of humor to keep you awake and reinforce the material.
Course Level - Update
Delivery Method -Group Internet Based Webcast
Length - 50 minutes of Instruction
Revision Date - 10/25/22-
More Info
Learning Objectives
Apply the Conceptual Framework for ethics issues
Identify the seven threats to independence
Describe the five categories of independence issues
Describe the issues related to nonattest services
Level
UpdatePrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
-
Events
Focus on Fraud - FTX, What Happened? (1CR)
1.0 Credit HoursPrice: 1.0 Tokens
Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud case, the practitioner can become aware of patterns which will help to identify fraud. In this series Jeff discusses the basics of fraud as well as specific cases studies.
In this edition, Jeff looks at Sam Bankman-Fried and FTX and reveals that the fraud may not have been as complex as many people might think.
As in all his courses, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will also include a certain amount of humor designed to keep you awake and reinforce the material.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 50 minutes of instruction
Revision Date: 8/14/2023
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify the two types of fraud
Identify the fraud risk triangle
Describe the actual fraud committed at FTX
Describe what went wrong with the audit firms
Level
UpdatePrerequisites
Basic knowledge of accounting and auditing
Advanced Preparation
None
-
Events
Fraud's Greatest Hits! (3CR)
3.0 Credit HoursPrice: 3.0 Tokens
Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future.
In addition to the cases, Jeff will cover various aspects, both authoritative and guidance, related to fraud to further improve your awareness and skills. He will also cover a couple of other significant fraud cases as well as a couple of interesting historical notes.
The entire presentation is packaged into Jeff’s unique blend of teaching with humor. Each case has its own “Greatest hit”, a song parody to help you remember the case as well as other surprises along the way to keep your interest.
If you are looking for a course that will keep awake and engaged and will better prepare you for detecting fraud, then this course is a must.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 150 minutes of instruction
Revision Date: 10/18/2021
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the top ten accounting fraud cases
Identify the nature of fraud and its three characteristics
Apply the provisions for fraud risk assessment in an audit
Identify examples of fraud
Describe the traits of a white collar criminal
Describe techniques to detect fraud
Identify the principles of the COSO Fraud Risk Management Guide
Level
BasicPrerequisites
Basic understanding of accounting and reporting
Advanced Preparation
None
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Events
Introducing the New Risk Assessment Standard (1CR)
1.0 Credit HoursPrice: 1.0 Tokens
The Auditing Standards Board has recently made major updates to the most critical area of any audit: risk assessment. The deadline for change is coming soon and this is expected to be a major peer review focus area.
In this course, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know to get ready for the new requirement, with a focus on proper documentation. In addition to covering the standards pronouncements, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 50 minutes of instruction
Revision Date - 12/27/24
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Learning Objectives
- Identify the new focus areas for risk assessment in an audit
- Apply the standards for preparing proper documentation
- Describe the potential peer review issues
Level
BasicPrerequisites
None
Advanced Preparation
None
-
Events
Your System of Quality Management (2CR)
2.0 Credit HoursPrice: 2.0 Tokens
The Auditing Standards Board has recently changed the standards for quality in accounting firms by replacing the old SQCS 8 with a brand new set of standards: SQMS 1, SQMS 2, SAS 146 and SSARS 26 (issued by the ARSC). These new standards require that all firms with an accounting and auditing practice put into place a system of quality management. This means that even if you only perform a single compilation engagement, you are required to implement this system. The deadline for change is coming soon and this is expected to be a major peer review focus area.
In this course, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know to get ready for this new requirement. In addition to covering the standards pronouncements, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of instruction
Revision Date - 12/27/24
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Learning Objectives
- Identify the 8 components of a system of quality management
- Identify the additional requirements for a system of quality management
- Apply the standards for determining when an engagement quality review will be necessary
- Describe the requirements for the conduct of an engagement quality review
- Apply the control standards in the performance of audits and other attestation engagement
- Apply the control standards in the performance of SSARS engagements
Level
BasicPrerequisites
None
Advanced Preparation
None
-
Events
The Theory Behind What We Do (2CR)
2.0 Credit HoursPrice: 2.0 Tokens
In this webcast, you will learn about the theory of accounting, which dates all the way back to 1494. Using the FASB Conceptual Framework as a starting point, this course will help you make better decisions when preparing financial statements whether they are GAAP or any other basis of accounting.
In this course, Jeff Sailor will bring his truly unique presentation style to explain what makes financial statements useful, the elements of financial statements, the presentation of financial information and the theory behind good disclosures. Pronouncements. In addition, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Course Level - Basic
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of instruction
Revision Date - 7/1/22
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More Info
Learning Objectives
- Describe the origins of accounting
- Describe what makes financial statements useful
- Identify the elements of financial statements
- Apply the theory for proper presentation
- Describe the theory behind proper disclosures
Level
BasicPrerequisites
None
Advanced Preparation
None
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Events
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