2026

Kreston Global

Digital Upskilling Course Series

2026 Digital Upskilling Course Series

As a member firm of Kreston Global, we invite you to register for discounted AICPA & CIMA courses that are designed to equip and encourage you and your teams. These course options have been specifically curated with you in mind across all experience levels, from entry level to seasoned professionals, with dynamic training programs that drives career growth, operational excellence, and organizational resilience. 

*Please note, these courses are for member firms of Kreston Global only. Do not share this page with clients, friends, or external colleagues.  

The following complimentary courses are available for registration and on-demand access through April 15, 2026. Please note that the buttons below will redirect you to the AICPA store page. You will need to create an account, add the course(s) to your cart, and type in (please do not copy and paste) the promo code KRESTON at checkout.

The AI-Ready CPA: Leading Finance Through Change
1.5 CPE credits

Learning Objectives:

  • List the reasons for resistance to AI initiatives
  • Recall methods for identifying opportunities to implement AI
  • Identify steps to successfully implement change.

To register, add the course to your cart and type in KRESTON at checkout.

The Impact of AI and Machine Learning in Auditing
3.0 CPE credits

Learning Objectives:

  • Identify automation opportunities and the technology that is most likely to be appropriate for the opportunity
  • Identify the risks associated with automation and AI opportunities
  • Distinguish how to evaluate the value of an automation opportunity

To register, add the course to your cart and type in KRESTON at checkout.

Data Profiling and Collection
4.0 CPE credits

Learning Objectives:

  • Recognize the role of data profiling and collection within data analytics and the extract, transform, and load (ETL) process.
  • Recall how to profile data based on the objective of a data analytics project.
  • Recall the key steps for gathering data identified during profiling and anticipating issues and considerations within the data collection process.
  • Recognize risks and considerations for data profiling and collection.

To register, add the course to your cart and type in KRESTON at checkout.

Core Concepts of Artificial Intelligence for Accounting Professionals
2.5 CPE credits

Learning Objectives:

  • Differentiate between AI components such as Machine Learning, Deep Learning, and Neural Networks, and identify appropriate models for finance and accounting applications.
  • Apply AI techniques to analyze financial data, integrate AI tools into accounting workflows, and evaluate AI-driven solutions for enhancing business performance and decision-making.
  • Identify ethical and regulatory considerations, assess potential risks, and implement strategies for responsible AI deployment and ensuring the integrity of AI-powered financial decisions.

To register, add the course to your cart and type in KRESTON at checkout.

Ethics in the World of AI: An Accountant's Guide to Managing the Risks
2.0 CPE credits

Learning Objectives:

  • Recall strategies for responsible AI development and governance in accounting and finance
  • Identify the challenges of maintaining ethical standards while using generative AI tools
  • Recognize the impact of data bias on the outputs generated by generative AI models in accounting and finance.

To register, add the course to your cart and type in KRESTON at checkout.

Requirements Gathering
2.0 CPE credits

Learning Objectives:

  • Recall the definition of requirements gathering.
  • Recognize how requirements gathering fits in a data analytics project.
  • Identify the four stages of the requirements gathering framework.
  • Recognize potential ramifications of not following the requirements gathering framework.
  • Identify common challenges to requirements gathering in an organization and how to mitigate them.

To register, add the course to your cart and type in KRESTON at checkout.

The AICPA & CIMA & Kreston Global have come together to Harness the Power of Change.

Kreston Global helps you do more than adapt to disruption — it shows you how to thrive. Its insights, resources and connections provide everything you need to transform your career, including exclusive discounts from our partnership with the AICPA & CIMA®. This includes:

20% off private on-site or virtual training, public webcasts, self-study courses, publications, CPExpress and the Annual Webcast Pass. Your firm can also license AICPA & CIMA content for your instructor to deliver.

17% off on-site AICPA & CIMA conferences is also available.

Cannot be combined with other offers. The on-site and virtual training discount only applies to content and does not include instructor fees. Only includes AICPA & CIMA Conferences.

Explore the full range of our products.

Use this button link and enter promo code KRESTON at checkout.

The following courses may also be of interest to you. Use the code KRESTON at checkout to receive a 20% Kreston Global discount.

Data Processing and Analysis Certificate

Learning Objectives:

  • Recall the definition and purpose of requirements gathering, data profiling and collection, data cleansing, and data mining and modeling.
  • Recognize how requirements gathering, data profiling and collection, data cleansing, and data mining and modeling fit in a data analytics project.
  • Recall the steps to follow when gathering requirements and profiling, collecting, cleansing, mining, and modeling data.
  • Apply techniques learned to common data processing and analysis scenarios.
  • Identify risks and considerations associated with requirements gathering and the profiling, collection, cleansing, mining, and modeling of data.

CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action (Module 3)
1.5 CPE credits

Learning Objectives:

  • Select chart types that best reveal trend and comparative insights for stakeholders.
  • Apply conditional-formatting rules and clean layouts to spotlight risk by indicating outliers and reducing cognitive load.
  • Use Gen AI tools (e.g., ChatGPT or Copilot) to propose chart options, generate audience-focused narratives, and determine follow-up questions for decision-makers.

CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1)
1.5 CPE credits

Learning Objectives:

  • Recognize why prompt, insight-centric reporting surpasses static month-end packages—and the business risks of slow information.
  • Distinguish reporting types (trend, comparative, LTM) and presentation views (GAAP, cost-center, natural) for distinct stakeholder needs.
  • Select foundational Excel techniques—Power Tools, Excel functions and formulas, conditional formatting—and Gen AI prompts that safely accelerate routine tasks.

CFO Reporting Re-Imagined: Unlocking Operational Insights with Excel and Gen AI (Module 4)
1.5 CPE credits

Learning Objectives:

  • Identify core operational reporting areas that support CFO-level decision-making
  • Apply Excel-based techniques to build dynamic operational dashboards for areas like AR, AP, headcount and sales trends
  • Determine how Gen AI can be used to suggest key metrics, explain trends, and improve reporting in operational packages

CFO Reporting Re-Imagined — Building Interactive Excel Reporting with Gen AI Assistance (Module 2)
1.5 CPE credits

Learning Objectives:

  • Apply PivotTables, functions and formulas to create core trend, comparative, and LTM calculations.
  • Use data-validation dropdowns, dependent lists, slicers, and timelines to build self-service report interfaces that guide scenario analysis and minimize input errors.
  • Select lightweight automation—Worksheet_Change events, one-click VBA/Office Scripts, and refresh-all Power Query routines—to distribute ready-to-use workbooks rapidly.
  • Apply Gen AI (“My Excel Buddy” custom GPT) responsibly to generate formulas, refactor macros, and assist you with all Excel related tasks.

Complimentary AICPA & CIMA Town Hall & Hot Topics Series

AICPA Town Hall Series

The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business.

Format: Webcast

*Awarded by Accounting Today magazine as the top education tool for 2022.

To register, add the course to your cart and type in KRESTON at checkout.

AICPA-CIMA Hot Topics Series

Welcome to our free webinar series, designed exclusively for learning and development professionals and accounting and finance leaders seeking to stay at the forefront of the finance and accounting industry.

Each hour and a half session is meticulously crafted to deliver unparalleled insights into the latest hot topics, trends, and best practices. From the future of finance to emerging technologies, our webinars delve into the issues that matter most.

With a new theme for each webinar, attendees can expect a diverse range of topics covering crucial aspects of the profession. Featuring three top-notch instructors per session, participants will benefit from a multifaceted perspective, gaining actionable strategies to enhance their skills and drive success in their roles. Don’t miss out on this exclusive opportunity to earn one hour of free CPE, elevate your professional development, and stay ahead of the curve.

Format: Live Webcast

To register create a free account, select desired dates, and complete complimentary checkout.