Metrics Which Everyone Should Know (2CR)
2 Credit Hours Price: 2 Tokens
In this course, Jeff will cover the most common and useful metrics that every CFO, Controller and CPA Advisor should know. The discussion will be categorized by type and use of metric.
The course will also include many examples to aid in understanding and using these metrics. In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the difference between a ratio and a KPI
Describe the purpose of ratios
Describe the purpose of KPIs
Apply various Balance Sheet metrics
Apply various Cash Flow and Liquidity metrics
Apply various Profitability metrics
Apply various Operational metrics
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
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EventsJune 29, 2026 @ 12:00 PM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 8, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 11, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 13, 2026 @ 3:00 PM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 16, 2026 @ 2:30 PM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 21, 2026 @ 3:00 PM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 22, 2026 @ 6:30 PM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 24, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
July 29, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
August 5, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
August 10, 2026 @ 2:30 PM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
August 13, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
August 18, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
August 21, 2026 @ 10:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
August 27, 2026 @ 9:00 AM - ET Metrics Which Every CFO, Controller, and CPA Advisor Should Know
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
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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
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Events
Introduction To Forensic Accounting (2CR)
2 Credit Hours Price: 2 Tokens
In this course Kyle Schaeffer will bring his practical experience to introduce the fascinating topic of forensic accounting.
You will learn about the professional standards governing this topic, investigative techniques used, practical application and reporting.
In addition, Kyle will include his unique perspective and humor, including a few surprises designed to keep you awake and reinforce the material.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
Revision Date - 11/10/2025
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the differences between traditional and forensic accounting
Describe the types of forensic engagements
Describe the ethical and professional standards
Describe the investigative techniques
Level
BasicPrerequisites
None
Advanced Preparation
None
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EventsJune 29, 2026 @ 2:30 PM - ET Introduction to Forensic Accounting
July 7, 2026 @ 8:30 AM - ET Introduction to Forensic Accounting
July 15, 2026 @ 6:30 PM - ET Introduction to Forensic Accounting
July 18, 2026 @ 9:00 AM - ET Introduction to Forensic Accounting
July 21, 2026 @ 2:30 PM - ET Introduction to Forensic Accounting
July 24, 2026 @ 9:00 AM - ET Introduction to Forensic Accounting
July 29, 2026 @ 3:00 PM - ET Introduction to Forensic Accounting
August 4, 2026 @ 3:00 PM - ET Introduction to Forensic Accounting
August 12, 2026 @ 9:00 AM - ET Introduction to Forensic Accounting
August 17, 2026 @ 3:00 PM - ET Introduction to Forensic Accounting
Jeff Sailor’s SSARS Update & Review 2025 (3CR)
3 Credit Hours Price: 3 Tokens
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.
Delivery Method -Group Internet Based Webcast
Length - 150 minutes of Instruction with two 10 minute breaks
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Identify proper application of the provisions of SSARS
Identify reporting requirements for compilations and reviews
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
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Events
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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Events
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
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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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Events
The FASB Conceptual Framework (2CR)
2 Credit Hours Price: 2 Tokens
NOTE- THIS IS AN EXPANDED VERSION OF MATERIAL CONTAINED IN THE 8CR JEFF SAILOR’S A&A UPDATE AND REVIEW 2025
Accounting is a man-made science and thus it is critical to have a framework for consistency in standards. In this course Jeff will discuss the FASB Conceptual Framework which serves not only as the basis for the creation of new accounting standards, but can be used for better judgement in any accounting framework.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the structure and elements of the FASB Conceptual Framework
Apply the primary qualitative characteristics
Apply the requirements for recognition and derecognition
Apply the concepts for measurement
Describe the criteria for footnote disclosures
Level
UpdatePrerequisites
Basic understanding of accounting
Advanced Preparation
None
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Events
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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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
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
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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
-
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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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
-
Events
Financial Leadership (2CR)
2 Credit Hours Price: 2 Tokens
This course covers a number of “Big Picture” issues faced by CPAs and other financial leaders. Topics include core responsibilities, traditional roles, financial decision-making, changes and challenges, the VUCATS framework and the PESTLEE analytical framework.
In addition to the exceptional material, Jeff includes his signature video parodies, which are designed to keep you awake and reinforce the material.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
Revision Date - 10/17/2025
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe the core responsibilities and traditional roles of financial leaders
Apply decision-making
Describe what makes financial information useful
Describe the changes and challenges faced by financial leaders today
Apply the VUCATS framework
Apply the PESTLEE framework
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
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EventsJune 29, 2026 @ 2:00 PM - ET Financial Leadership
July 7, 2026 @ 8:30 AM - ET Financial Leadership
July 14, 2026 @ 2:30 PM - ET Financial Leadership
July 16, 2026 @ 9:00 AM - ET Financial Leadership
July 22, 2026 @ 2:30 PM - ET Financial Leadership
July 27, 2026 @ 1:00 PM - ET Financial Leadership
August 5, 2026 @ 9:00 AM - ET Financial Leadership
August 8, 2026 @ 9:30 AM - ET Financial Leadership
August 10, 2026 @ 2:00 PM - ET Financial Leadership
August 13, 2026 @ 10:00 AM - ET Financial Leadership
August 19, 2026 @ 9:00 AM - ET Financial Leadership
August 24, 2026 @ 2:30 PM - ET Financial Leadership
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
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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
Estimates, Contingencies and Going Concern (2CR)
2 Credit Hours Price: 2 Tokens
This course covers a broad range of topics all involving uncertainties in accounting and auditing. It discusses the accounting standards for Going Concern, Contingencies, Guarantees, and Credit Losses. It also covers the audit standards related to auditing accounting estimates and considering going concern.
In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
Revision Date - 10/11/2025
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Apply the requirements of SAS 132- Going Concern
Apply the requirements of SAS 143- Estimates
Apply the accounting requirements related to loss and gain contingencies
Apply the requirements for guarantees
Apply the requirements for credit losses
Level
BasicPrerequisites
Basic knowledge of accounting and auditing
Advanced Preparation
None
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EventsJune 29, 2026 @ 12:30 PM - ET Estimates, Contingencies, and Going Concern
July 7, 2026 @ 2:30 PM - ET Estimates, Contingencies, and Going Concern
July 9, 2026 @ 2:30 PM - ET Estimates, Contingencies, and Going Concern
July 11, 2026 @ 9:00 AM - ET Estimates, Contingencies, and Going Concern
July 15, 2026 @ 9:00 AM - ET Estimates, Contingencies, and Going Concern
July 20, 2026 @ 12:30 PM - ET Estimates, Contingencies, and Going Concern
July 23, 2026 @ 2:30 PM - ET Estimates, Contingencies, and Going Concern
July 28, 2026 @ 9:00 AM - ET Estimates, Contingencies, and Going Concern
August 6, 2026 @ 9:00 AM - ET Estimates, Contingencies, and Going Concern
August 12, 2026 @ 2:30 PM - ET Estimates, Contingencies, and Going Concern
August 14, 2026 @ 9:00 AM - ET Estimates, Contingencies, and Going Concern
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
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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
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Events
Accounting for Construction Contractors (2CR)
2 Credit Hours Price: 2 Tokens
This course covers the authoritative GAAP for construction contractors as found in FASB ASC 910 along with the guidance contained in the AICPA Guide for Construction Contractors. In this course, Jeff will cover the unique aspects of accounting in the construction industry and how the standards and guidance address those issues.
The course will also include many examples to aid in understanding. In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Delivery Method -Group Internet Based Webcast
Length - 100 minutes of Instruction with 10 minute break
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Describe key issue related to construction accounting
Apply revenue recognition for construction contracts using POC
Apply revenue recognition for construction contracts using CCM
Apply the standards for contract modifications
Describe the issues related to contract costs and allocation
Apply the provisions for various difficult issues
Level
BasicPrerequisites
Basic knowledge of accounting
Advanced Preparation
None
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Events
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
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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
-
EventsJune 29, 2026 @ 1:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
July 3, 2026 @ 9:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
July 8, 2026 @ 2:30 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
July 16, 2026 @ 9:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
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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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 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
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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
Field(s) of Study: Accounting
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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
Fair Value Measurements (2CR)
2 Credit Hours Price: 2 Tokens
Fair value measurement is a broad topic that affects not only to external accountants but is also critical to controllers and CFOs as well. In this course, Jeff will take a look at the GAAP requirements under ASC 820. Topics will include initial measurement, subsequent measurement, valuation techniques, inputs to valuation, and the fair value hierarchy. Jeff will also cover some of the theory contained in FASB Concept 7 dealing with cash flow measurements.
In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
Field(s) of Study: Accounting
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Learning Objectives
Upon successful completion of this course, the participant should be able to:
Define fair value
Describe the relationship between ASC 820 and other standards
Describe the most common methods for valuing assets and liabilities at fair value
Apply the fair value hierarchy
Apply the theory found in Concept 7 to cash flows
Level
BasicPrerequisites
Basic knowledge of accounting
Advanced Preparation
None
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EventsJuly 2, 2026 @ 2:30 PM - ET Fair Value Measurements
July 8, 2026 @ 9:00 AM - ET Fair Value Measurements
July 11, 2026 @ 2:00 PM - ET Fair Value Measurements
July 14, 2026 @ 9:00 AM - ET Fair Value Measurements
July 22, 2026 @ 2:30 PM - ET Fair Value Measurements
July 29, 2026 @ 9:00 AM - ET Fair Value Measurements
August 6, 2026 @ 1:30 PM - ET Fair Value Measurements
August 10, 2026 @ 3:00 PM - ET Fair Value Measurements
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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Events
Ongoing SQM Activities (1CR)
1 Credit Hours Price: 1 Tokens
Course Description:
The Statements on Quality Management Standards require a firm to not only have implemented a system of quality management, but conduct ongoing SQM activities as well. In this course, Jeff will cover the requirement for ongoing SQM activities including Monitoring and Remediation, Engagement Quality Reviews and the Annual Evaluation of the SQM.
In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.
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 requirements of the SQMS for ongoing activities
Apply the provisions for monitoring and remediation
Apply the provisions for an engagement quality review
Apply the provision for the annual SQM evaluation
Level
BasicPrerequisites
Basic accounting knowledge
Advanced Preparation
None
-
EventsJune 29, 2026 @ 3:00 PM - ET Ongoing SQM Activities
July 3, 2026 @ 9:00 AM - ET Ongoing SQM Activities
July 7, 2026 @ 9:00 AM - ET Ongoing SQM Activities
July 9, 2026 @ 3:30 PM - ET Ongoing SQM Activities
July 14, 2026 @ 9:00 AM - ET Ongoing SQM Activities
July 18, 2026 @ 10:00 AM - ET Ongoing SQM Activities
July 22, 2026 @ 12:00 PM - ET Ongoing SQM Activities
July 28, 2026 @ 1:00 PM - ET Ongoing SQM Activities
August 5, 2026 @ 2:30 PM - ET Ongoing SQM Activities
August 11, 2026 @ 9:00 AM - ET Ongoing SQM Activities
August 14, 2026 @ 11:00 AM - ET Ongoing SQM Activities
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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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
Accounting for Inventory (2CR)
2 Credit Hours Price: 2 Tokens
Field(s) of Study: Accounting
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More Info
Learning Objectives
- Describe importance of inventory
- Describe the most common methods for valuing inventory
- Apply the concept of “lower of cost or net realizable value”
- Apply the requirements of ASC 330
- Describe required disclosures
Level
BasicPrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
EventsJune 29, 2026 @ 9:00 AM - ET Accounting for Inventory
July 2, 2026 @ 9:00 AM - ET Accounting for Inventory
July 8, 2026 @ 8:30 AM - ET Accounting for Inventory
July 11, 2026 @ 9:30 AM - ET Accounting for Inventory
July 15, 2026 @ 2:30 PM - ET Accounting for Inventory
July 21, 2026 @ 9:00 AM - ET Accounting for Inventory
July 24, 2026 @ 9:00 AM - ET Accounting for Inventory
August 4, 2026 @ 3:00 PM - ET Accounting for Inventory
August 8, 2026 @ 2:00 PM - ET Accounting for Inventory
August 12, 2026 @ 12:30 PM - ET Accounting for Inventory
August 18, 2026 @ 9:00 AM - ET Accounting for Inventory
August 20, 2026 @ 9:00 AM - ET Accounting for Inventory
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 with two 10 minute breaks
Revision Date: 12/27/2024
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 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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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
Field(s) of Study: Accounting
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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
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Events
IFRS Accounting - IFRS Issues (2CR)
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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Field(s) of Study: Accounting
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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
IFRS Accounting - The IAS and IFRS Standards (2CR)
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
Promotional Snippet
Field(s) of Study: Accounting
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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
Jeff Sailor's 2025 A&A Update and Review- Part 2 (4CR)
4 Credit Hours Price: 4 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.
This is PART 2 of the course and covers the following topics:
AUDIT UPDATE - In-depth coverage of the totally updated COSO internal controls requirements for risk assessment, as well as Focus on Fraud.
SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews.
Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 200 minutes of instruction- with a 10 minute break halfway
Revision Date: 7/14/25
Field(s) of Study: Accounting
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Learning Objectives
- 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
- Cite and apply better practice skills
Level
UpdatePrerequisites
Basic understanding of accounting and auditing
Advanced Preparation
None
- Apply the standards for preparations, compilations and reviews based on AR sections 60, 70, 80 & 90
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Events
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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More Info
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
-
Events
Jeff Sailor's 2025 A&A Update and Review- Part 1 (4CR)
4 Credit Hours Price: 4 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.
This is PART 1 of the course and covers the following topics:
ACCOUNTING UPDATE - Covers the latest updates to the FASB Codification, including lease issues, income tax disclosures, cryptocurrency, accounting theory under the FASB Conceptual Framework and other FASB updates.
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 a 10 minute break halfway
Revision Date: 7/14/25
Field(s) of Study: Accounting
-
More Info
Learning Objectives
- Identify and apply the most pervasive GAAP updates
- Apply the provisions for cryptocurrency under the new standard
- Apply the major provisions of the updates for leases
- Describe proper accounting theory under the FASB Conceptual Framework
- Apply the AICPA Practice Aid to implement your system of quality management
- Cite and apply better practice skills
Level
UpdatePrerequisites
Basic understanding of accounting
Advanced Preparation
None
-
Events
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