ON DEMAND? Request a Custom Date/Time - click here for details
1 Credit Hours Price: 1 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.
The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
2 Credit Hours Price: 2 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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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
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EventsAugust 2, 2025 @ 10:00 AM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
August 4, 2025 @ 9:00 AM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
August 7, 2025 @ 2:00 PM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
August 12, 2025 @ 9:00 AM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
August 13, 2025 @ 1:00 PM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
August 16, 2025 @ 9:00 AM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
August 18, 2025 @ 2:00 PM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
August 20, 2025 @ 3:30 PM - ET The Basics of Accounting for Financial Instruments: The Good, The Bad, And The Ugly
Accounting for Not-For-Profit Entities (3CR)
3 Credit Hours Price: 3 Tokens
Not-for-profit accounting is a specialized area of GAAP which has recently changed significantly. This course will take an in-depth look at all aspects of this topic from determining the nature of a contribution to presentation and disclosures. As always, Jeff will include his personal brand of humor to keep the webcast moving.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 150 minutes of instruction
Revision Date- 12/27/24
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the recent changes to NFP accounting
Apply the standards to distinguish a contribution from an exchange
Describe a conditional contribution
Apply the standards for accounting for a conditional contribution
Apply the standards to classify a contribution as restricted or unrestricted
Apply the special provisions with regard to contributed services
Apply the provisions for presentation of financial statements and disclosures
Describe issues for special issues
Level
BasicPrerequisites
Experience in accounting topics
Advanced Preparation
None
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Events
Accounting for Credit Losses: Getting to Know CECL (2CR)
2 Credit Hours Price: 2 Tokens
The accounting for credit losses has changed drastically as the result of ASU 2016-13. Some practitioners believe that this update only applies to financial institutions, but it not only applies, but will also have a major impact on most other entities as well.
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
Upon completion of this course, the participant should be able to:
Explain the differences between CECL and current GAAP.
Describe various methods for applying CECL.
Apply CECL to loans.
Apply CECL to trade receivables.
Apply the proper prestation.
Explain the general nature of required disclosures.Level
BasicPrerequisites
Experience in accounting
Advanced Preparation
None
-
Events
Not Documented, Not Done (2CR)
2 Credit Hours Price: 2 Tokens
The title of this course is the new mantra for the AICPA. With accountants increasingly being sued for deficiencies perceived by clients and attorneys in various engagements, the AICPA has increased its focus on documentation in the accounting and auditing arena. In addition, peer review has revealed a consistent lack of proper documentation.
In this course, Jeff Sailor will discuss the requirements for a variety of engagements as well as tips for better documentation. You will not only learn the basic requirements, but also the proper theory for exceptional documentation.
As always, Jeff will bring his truly unique presentation style and include a few of 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- 1/14/25
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Learning Objectives
- Identify the documentation requirements for:
- Audits
- Reviews
- Compilations
- Preparations
- Examinations under the SSAEs
- Reviews under the SSAEs
- Agreed Upon Procedures engagements under the SSAEs
- Apply the standards for those engagements
- Apply a variety of “best practices” to documentation
Level
BasicPrerequisites
Experience in accounting
Advanced Preparation
None
-
Events
Where Do I Go For Answers? (2CR)
2 Credit Hours Price: 2 Tokens
One of the most common questions in seminars is, “Where do I go to find the guidance for that?” In this course, Jeff Sailor will walk you through exactly how to find the answers to most all your accounting and reporting questions. This is a very detailed descriptive course which will show actual steps to find answers through authoritative, free internet sources. Areas of research will include accounting, both GAAP and special purpose frameworks, reporting at various levels of assurance, quality control and ethics.
In addition, Jeff will bring his truly unique presentation style and include a few humorous extras 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- 9/10/20
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Learning Objectives
- Identify the sources of authoritative accounting guidance for GAAP and Special Purpose Frameworks
- Identify the sources of authoritative reporting guidance for preparations, compilations, reviews, audits and SSAE engagements
- Identify the sources of authoritative guidance for ethics
- Identify the sources of authoritative guidance for quality control
- Apply online research techniques for accounting requirements
- Apply online research techniques for reporting requirements
- Apply online research techniques for firm quality control requirements
- Apply online research techniques for ethics requirements
Level
BasicPrerequisites
None
Advanced Preparation
None
-
Events
Preparing the Statement of Cash Flows: Step by Step Series (2CR)
2 Credit Hours Price: 2 Tokens
Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover how to prepare a statement of cash flows.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 100 minutes of instruction
Revision Date- 12/27/24
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the purpose of a statement of cashflows
Identify the three classifications of activities
Apply a spreadsheet model to identify cash flows
Identify the two methods for presentation
Apply GAAP principles in preparing the presentation
Apply the requirements for disclosuresLevel
BasicPrerequisites
Experience in accounting
Advanced Preparation
None
-
Events
Jeff Sailor's 2024 Accounting Update and Review (4CR)
4 Credit Hours Price: 4 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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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
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Events
Jeff Sailor’s Definitive Revenue Recognition Course (4CR)
4 Credit Hours Price: 4 Tokens
Section 606, Revenue from Contract with customers is one of the most significant standards ever written. The impact will vary by entity, but standard will need to applied to all entities reporting under GAAP. The new standard does away with many specific rules and replaces them with a framework for revenue recognition.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 200 minutes of instruction
Revision Date- 12/27/24
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify to whom this standard applies
Describe the five steps of the framework
Apply the provisions to identify the contract
Apply the provisions to identify the separate performance obligations
Apply the provisions to determine the transaction price
Apply the provisions to allocate the transaction price
Apply the provisions to recognize revenue as the performance obligations are satisfied
Describe the required disclosuresLevel
BasicPrerequisites
Experience in accounting
Advanced Preparation
None
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Events
How to Develop Your System of Quality Management Using the AICPA Practice Aids (3CR)
3 Credit Hours Price: 3 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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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
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EventsJuly 31, 2025 @ 12:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 1, 2025 @ 9:30 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 2, 2025 @ 1:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 5, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 6, 2025 @ 2:30 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 7, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 8, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 11, 2025 @ 12:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 13, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 16, 2025 @ 9:30 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 18, 2025 @ 12:30 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 21, 2025 @ 9:30 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 25, 2025 @ 9:00 AM - ET How to Develop Your SQM Using the AICPA Practice Aid
August 27, 2025 @ 2:00 PM - ET How to Develop Your SQM Using the AICPA Practice Aid
Hospitality Accounting- KPIs, Budgeting & Internal Control
2 Credit Hours Price: 2 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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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
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Events
IFRS Accounting - An Introduction
2 Credit Hours Price: 2 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
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EventsAugust 2, 2025 @ 10:00 AM - ET IFRS Accounting - An Introduction
August 5, 2025 @ 9:00 AM - ET IFRS Accounting - An Introduction
August 7, 2025 @ 3:30 PM - ET IFRS Accounting - An Introduction
August 11, 2025 @ 11:00 AM - ET IFRS Accounting - An Introduction
August 13, 2025 @ 6:30 PM - ET IFRS Accounting - An Introduction
August 15, 2025 @ 9:00 AM - ET IFRS Accounting - An Introduction
August 19, 2025 @ 9:00 AM - ET IFRS Accounting - An Introduction
Hospitality Accounting- An Introduction to the USALI Structure
2 Credit Hours Price: 2 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
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Events
IFRS Accounting - The IAS and IFRS Standards
2 Credit Hours Price: 2 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
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EventsAugust 2, 2025 @ 1:30 PM - ET IFRS Accounting - IAS & IFRS Standards
August 4, 2025 @ 3:00 PM - ET IFRS Accounting - IAS & IFRS Standards
August 6, 2025 @ 10:00 AM - ET IFRS Accounting - IAS & IFRS Standards
August 8, 2025 @ 1:00 PM - ET IFRS Accounting - IAS & IFRS Standards
August 11, 2025 @ 9:00 AM - ET IFRS Accounting - IAS & IFRS Standards
August 12, 2025 @ 2:30 PM - ET IFRS Accounting - IAS & IFRS Standards
August 14, 2025 @ 11:00 AM - ET IFRS Accounting - IAS & IFRS Standards
August 16, 2025 @ 10:00 AM - ET IFRS Accounting - IAS & IFRS Standards
IFRS Accounting - IFRS Issues
2 Credit Hours Price: 2 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
-
EventsJuly 31, 2025 @ 9:00 AM - ET IFRS Accounting - IFRS Issues
August 2, 2025 @ 2:30 PM - ET IFRS Accounting - IFRS Issues
August 5, 2025 @ 3:00 PM - ET IFRS Accounting - IFRS Issues
August 6, 2025 @ 9:00 AM - ET IFRS Accounting - IFRS Issues
August 8, 2025 @ 1:00 PM - ET IFRS Accounting - IFRS Issues
August 12, 2025 @ 10:00 AM - ET IFRS Accounting - IFRS Issues
August 14, 2025 @ 3:00 PM - ET IFRS Accounting - IFRS Issues
August 16, 2025 @ 9:30 AM - ET IFRS Accounting - IFRS Issues
August 18, 2025 @ 1:00 PM - ET IFRS Accounting - IFRS Issues
Blockchain, Cryptocurrency, NFTs and Other Scary Stuff No One Understands
2 Credit Hours Price: 2 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
Field(s) of Study: Accounting
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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
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EventsAugust 2, 2025 @ 9:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 4, 2025 @ 3:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 6, 2025 @ 6:30 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 7, 2025 @ 10:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 12, 2025 @ 6:30 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 13, 2025 @ 9:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 16, 2025 @ 10:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 19, 2025 @ 12:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 21, 2025 @ 2:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
August 23, 2025 @ 9:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
Jeff Sailor's 2025 A&A Update and Review (8 CR)
8 Credit Hours Price: 8 Tokens
Jeff Sailor's 2025 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 lease issues, cryptocurrency, accounting theory under the FASB Conceptual Framework and other FASB updates.
AUDIT UPDATE - In-depth coverage of the COSO and impact on 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: 7/14/2025
Field(s) of Study: Accounting
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Learning Objectives
- Identify and apply the most pervasive GAAP updates
- Apply the provisions for cryptocurrency under the new standard
- Apply the standards for preparations, compilations and reviews based on AR sections 60, 70, 80 & 90
- Identify and apply the study of internal control under the COSO
- 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 Conceptual Framework
- Cite and apply better practice skills
Level
UpdatePrerequisites
Basic understanding of accounting and auditing
Advanced Preparation
None
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Events
Accounting for Income Taxes: Step by Step Series (2CR)
2 Credit Hours Price: 2 Tokens
Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the tough topic of accounting for income taxes
In this course, Jeff takes you step by step through the process to insure that you understand both the professional as well as the practical requirements. He will cover not only the accounting and presentation, but also show you many examples to show the practical aspects.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 100 minutes of instruction
Revision Date - 12/27/24
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Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the steps to accounting for income taxes
Apply the recognition, measurement and presentation for current taxes
Apply the recognition, measurement and presentation for deferred taxes
Apply the provisions for unrecognized tax positions
Apply the requirements for disclosures
Level
BasicPrerequisites
Experience in accounting
Advanced Preparation
None
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Events
Special Purpose Frameworks- The Alternative to GAAP (3CR)
3 Credit Hours Price: 3 Tokens
Generally Accepted Accounting Principles (GAAP) has become increasingly complex due to the changing environment. While this complexity is justified in many situations, many entities find that the cost does not justify the benefits. As a result, many entities turn to Special Purpose Frameworks. In this course we will look at the most popular alternative frameworks as well as some new and other interesting frameworks. We’ll also spend time on the theory that should go into your decision- making when deciding to use a Special Purpose Framework.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 150 minutes of instruction
Revision Date- 12/27/24
Field(s) of Study: Accounting
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Learning Objectives
Upon completion of this course, the participant should be able to:
Define Special Purpose Frameworks and provide examples.
Explain the differences between Special Purpose Frameworks and OCBOA.
Explain the purpose of general-purpose financial statements.
Explain what make financial statements useful.
Apply a methodology for deciding on footnotes for a Special Purpose Framework.
Cite the authoritative guidance for Special Purpose Frameworks.
Define the four primary categories of Special Purpose Frameworks.
Decide when it would be appropriate to use a Special Purpose Framework.
Apply the Cash, Modified Cash and Tax bases of accounting.
Explain the theory behind regulatory and contractual bases of accounting.
Explain the major elements of IFRS-SME.
Explain the major elements of FRF-SME.
Apply resources for preparing financial statements under FRF-SME.
Level
BasicPrerequisites
Knowledge of accounting
Advanced Preparation
None
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EventsAugust 2, 2025 @ 1:30 PM - ET Special Purpose Frameworks- The Alternative to GAAP
August 5, 2025 @ 9:00 AM - ET Special Purpose Frameworks- The Alternative to GAAP
August 7, 2025 @ 2:30 PM - ET Special Purpose Frameworks- The Alternative to GAAP
August 11, 2025 @ 9:00 AM - ET Special Purpose Frameworks- The Alternative to GAAP
August 13, 2025 @ 2:30 PM - ET Special Purpose Frameworks- The Alternative to GAAP
August 14, 2025 @ 9:00 AM - ET Special Purpose Frameworks- The Alternative to GAAP
August 18, 2025 @ 12:30 PM - ET Special Purpose Frameworks- The Alternative to GAAP
Jeff Sailor’s Accounting for Leases (4CR)
4 Credit Hours Price: 4 Tokens
One of the biggest and most frustrating standard revisions involves the accounting for leases. The new lease standard, in essence, requires all leases to be recognized on the statement of position of lesees.
In this course, Jeff Sailor will bring his truly unique presentation style to explains the standard from beginning to end, including the reasons why the standard was issued. In addition, he will include 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
Revision Date- 12/27/24
Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify the situations to which the standard applies
Describe the history and reasons for the standard
Identify the difference between a lease and a service contract
Identify the proper classification of a lease
Apply the provisions for initial measurement
Apply the provisions for subsequent measurement
Apply the provisions for a finance lease for a lessee
Apply the provisions for an operating lease for a lessee
Describe the required disclosure
Describe the potential impact of the standard on stakeholdersLevel
BasicPrerequisites
None
Advanced Preparation
Experience in accounting
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EventsAugust 2, 2025 @ 1:00 PM - ET Jeff Sailor’s Accounting for Leases
August 6, 2025 @ 9:00 AM - ET Jeff Sailor’s Accounting for Leases
August 8, 2025 @ 9:00 AM - ET Jeff Sailor’s Accounting for Leases
August 12, 2025 @ 1:00 PM - ET Jeff Sailor’s Accounting for Leases
August 14, 2025 @ 9:00 AM - ET Jeff Sailor’s Accounting for Leases
August 16, 2025 @ 9:00 AM - ET Jeff Sailor’s Accounting for Leases
August 18, 2025 @ 9:00 AM - ET Jeff Sailor’s Accounting for Leases
August 20, 2025 @ 1:00 PM - ET Jeff Sailor’s Accounting for Leases
Preparing for Your Peer Review: Step by Step Series (3CR)
3 Credit Hours Price: 3 Tokens
Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the tough topic of preparing for your peer review.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 150 minutes of instruction
Revision Date: 5/29/20
Field(s) of Study: Accounting
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the purpose and objective of peer review
Identify the two type of peer review
Describe the process for participating in peer review
Identify the problem areas in peer review
Apply proper documentation
Apply the requirements for a quality control document
Apply tips for a smooth peer reviewLevel
BasicPrerequisites
Experience in accounting and auditing
Advanced Preparation
None
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Events
The Theory Behind What We Do (2CR)
2 Credit Hours Price: 2 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 - 1/14/25
Field(s) of Study: Accounting
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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
-
EventsJuly 31, 2025 @ 9:00 AM - ET The Theory Behind What We Do
August 2, 2025 @ 2:00 PM - ET The Theory Behind What We Do
August 5, 2025 @ 9:00 AM - ET The Theory Behind What We Do
August 7, 2025 @ 3:00 PM - ET The Theory Behind What We Do
August 8, 2025 @ 10:00 AM - ET The Theory Behind What We Do
August 11, 2025 @ 3:00 PM - ET The Theory Behind What We Do
August 13, 2025 @ 9:00 AM - ET The Theory Behind What We Do
August 14, 2025 @ 2:30 PM - ET The Theory Behind What We Do
August 18, 2025 @ 10:00 AM - ET The Theory Behind What We Do
August 20, 2025 @ 2:30 PM - ET The Theory Behind What We Do
August 21, 2025 @ 3:00 PM - ET The Theory Behind What We Do
August 25, 2025 @ 10:00 AM - ET The Theory Behind What We Do
Fraud's Greatest Hits! (3CR)
3 Credit Hours Price: 3 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: 1/14/2025
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Field(s) of Study: Accounting
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More Info
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
-
EventsAugust 2, 2025 @ 9:00 AM - ET Fraud's Greatest Hits
August 5, 2025 @ 2:30 PM - ET Fraud's Greatest Hits
August 7, 2025 @ 9:00 AM - ET Fraud's Greatest Hits
August 8, 2025 @ 9:00 AM - ET Fraud's Greatest Hits
August 11, 2025 @ 3:00 PM - ET Fraud's Greatest Hits
August 13, 2025 @ 9:00 AM - ET Fraud's Greatest Hits
August 14, 2025 @ 9:00 AM - ET Fraud's Greatest Hits
August 16, 2025 @ 1:00 PM - ET Fraud's Greatest Hits
August 18, 2025 @ 2:00 PM - ET Fraud's Greatest Hits
August 19, 2025 @ 10:00 AM - ET Fraud's Greatest Hits
August 21, 2025 @ 9:00 AM - ET Fraud's Greatest Hits
August 25, 2025 @ 1:00 PM - ET Fraud's Greatest Hits
August 28, 2025 @ 9:00 AM - ET Fraud's Greatest Hits
Agreed-Upon Procedures Engagements- Step by Step (2CR)
2 Credit Hours Price: 2 Tokens
Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the new requirements under SSAE 19 for Agreed-Upon Procedures engagements.
AUPEs are a great tool for meeting your client’s needs without traditional reporting. They provide almost endless options for services with very little exposure. This is due to the fact that an AUPE has no conclusion or opinion. Instead, the users are left to form their own opinions as the practitioner simply reports the procedures performed and the findings. Jeff will walk you step by step through the entire process.
In addition to the material, Jeff will include his unique perspective and humor, including 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- 100 Minutes of instruction
Revision Date- 12/27/24
Field(s) of Study: Accounting
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the purpose of an agreed-upon procedures engagement
Identify various options for AUPE
Apply the provisions for performing an AUPE
Identify language to be avoided when reporting
Apply proper documentationLevel
BasicPrerequisites
Basic understanding of reporting requirements
Advanced Preparation
None
-
Events
Preparing Personal Financial Statements: Step by Step Series (2CR)
2 Credit Hours Price: 2 Tokens
Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the tough topic of preparing personal financial statements.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 100 minutes of instruction
Revision Date- 12/27/24
Field(s) of Study: Accounting
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify professional accounting standards related to personal financial statements
Identify professional reporting standards related to personal financial statements
Describe the purposes for personal financial statements
Describe the alternatives available
Apply the GAAP and alternative methods of preparation
Apply the applicable reporting standardsLevel
BasicPrerequisites
Experience in accounting
Advanced Preparation
None
-
EventsAugust 1, 2025 @ 10:00 AM - ET Step by Step Series-Preparing Personal Financial Statements
August 2, 2025 @ 2:00 PM - ET Step by Step Series-Preparing Personal Financial Statements
August 4, 2025 @ 1:00 PM - ET Step by Step Series-Preparing Personal Financial Statements
August 7, 2025 @ 9:00 AM - ET Step by Step Series-Preparing Personal Financial Statements
August 12, 2025 @ 12:00 PM - ET Step by Step Series-Preparing Personal Financial Statements
August 14, 2025 @ 9:00 AM - ET Step by Step Series-Preparing Personal Financial Statements
August 16, 2025 @ 10:00 AM - ET Step by Step Series-Preparing Personal Financial Statements
Jeff Sailor's 2024 SSARS Update and Review (3CR)
3 Credit Hours Price: 3 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
Field(s) of Study: Accounting
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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
The SSARS General Principles - By The Book (1CR)
1 Credit Hours Price: 1 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
Field(s) of Study: Accounting
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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
-
EventsAugust 1, 2025 @ 3:00 PM - ET The SSARS General Principles- By the Book
August 2, 2025 @ 3:00 PM - ET The SSARS General Principles- By the Book
August 4, 2025 @ 12:00 PM - ET The SSARS General Principles- By the Book
August 5, 2025 @ 11:00 AM - ET The SSARS General Principles- By the Book
August 7, 2025 @ 7:00 PM - ET The SSARS General Principles- By the Book
August 9, 2025 @ 10:00 AM - ET The SSARS General Principles- By the Book
August 12, 2025 @ 4:00 PM - ET The SSARS General Principles- By the Book
August 13, 2025 @ 9:00 AM - ET The SSARS General Principles- By the Book
August 15, 2025 @ 9:00 AM - ET The SSARS General Principles- By the Book
August 18, 2025 @ 4:00 PM - ET The SSARS General Principles- By the Book
August 20, 2025 @ 12:00 PM - ET The SSARS General Principles- By the Book
August 25, 2025 @ 2:00 PM - ET The SSARS General Principles- By the Book
August 27, 2025 @ 5:00 PM - ET The SSARS General Principles- By the Book
August 28, 2025 @ 11:00 AM - ET The SSARS General Principles- By the Book
The Audit Communication Standards (1CR)
1 Credit Hours Price: 1 Tokens
At the end of 2021, the Auditing Standards Board made effective many new required communications when performing an audit. These range from the engagement letter all the way to report and even beyond. The ASB realized that, while we were doing good work, our communications were not up to par.
In this course, Jeff Sailor will bring his truly unique presentation style to explain changes you need to know to have better communications and meet the requirements of the standards for your engagements as well as for peer review.
In addition, Jeff will include one 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 - 50 minutes of instruction
Revision Date - 12/27/24
Field(s) of Study: Auditing
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More Info
Learning Objectives
Identify the new audit standards and requirements
Describe the new definition for “Materiality”
Apply the provisions for the new audit report
Apply the provisions for going concern
Describe the new communications to Those Charged with Governance
Apply the new procedures related to communications
Apply the new provisions related to Other Information Included in Annual Reports
Level
UpdatePrerequisites
Basic understanding of auditing
Advanced Preparation
None
-
Events
Risk Assessment in Performing an Audit (2CR)
2 Credit Hours Price: 2 Tokens
Through the peer review program, the AICPA has identified risk assessment as a major area of noncompliance for audits. As a result, this will be a major focus area for peer reviews for the next several years and the AICPA has indicated they intend to be very strict on compliance.
Course Level- Basic
Delivery Method- Group Internet Based Webcast
Length- 100 minutes of instruction
Revision Date- 1/14/25
Field(s) of Study: Auditing
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More Info
Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the issues found in peer reviews
Apply proper risk assessment in an audit
Apply the documentation requirements
Describe the tools provided by the AICPALevel
BasicPrerequisites
Experience in auditing
Advanced Preparation
None
-
EventsAugust 4, 2025 @ 3:00 PM - ET Jeff Sailor’s Risk Assessment Course
August 6, 2025 @ 10:00 AM - ET Jeff Sailor’s Risk Assessment Course
August 7, 2025 @ 9:00 AM - ET Jeff Sailor’s Risk Assessment Course
August 9, 2025 @ 9:30 AM - ET Jeff Sailor’s Risk Assessment Course
August 12, 2025 @ 10:00 AM - ET Jeff Sailor’s Risk Assessment Course
Jeff Sailor's 2024 Audit Update and Review (3CR)
3 Credit Hours Price: 3 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
Field(s) of Study: Auditing
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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
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Events
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