Resources

Resources

Connecting the classroom to the profession

Our goal is to leverage our resources to provide real-world examples that bring these topics to life for your students. Modules are designed to be flexible so you can easily adapt them to the skill level of your students. Save material in your Briefcase to refer to later or download directly to your computer.

KPMG is pleased to offer all educators access to course materials that have been developed for classroom use. These materials can be downloaded and duplicated for non-commercial, university educational purposes only. Using these materials for any other purpose, including but not limited to consulting practices, is strictly prohibited. KPMG recognizes and supports the doctrine of "fair use" as set forth in Section 107 of the U.S. copyright law when materials accessed through the KPMG University Connection are reproduced for educational purposes.

Power of Problem-Solving through Data Analysis

KPMG MADA Program Team
2024-7-18

This case study material is intended for use by graduate accounting faculty aiming to leverage a comprehensive data problem... Read More >
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Risk Assessment Short Assignments

KPMG MADA Team
2024-3-06

This series of independent short assignments has been designed to introduce data analysis for risk assessment concepts into... Read More >
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Generative AI Use Cases

KPMG MADA Program Team
2024-2-06

This case study material is intended for use by undergraduate or graduate accounting faculty aiming to introduce generative... Read More >
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Forensic Case Study

KPMG MADA Program Team
2024-1-26

This case study material is intended for use by undergraduate or graduate accounting faculty looking to introduce basic... Read More >
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2024 KPMG U.S. Impact Plan

KPMG
2024-04-29

Each year, the KPMG U.S. Impact Plan highlights our continued investments and accountability to our People, Planet,... Read More >
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2024 KPMG U.S. CEO Outlook Pulse Survey

KPMG
2024-04-10

This year’s KPMG U.S. CEO Outlook Pulse Survey analyzed insights from 100 CEOs at large companies in the United States on... Read More >
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2023 KPMG Audit Quality Report and Audit Transparency Reports

KPMG
2024-01

Audit quality is not an annual compliance exercise, it's a daily commitment to acting with integrity, using... Read More >
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KPMG ESG SEC 5-Part Climate Event Series

KPMG
2024

The SEC Climate Rule is final. The need for standardized, quality data in climate reporting is now a reality for publicly... Read More >
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Automating Budget Analysis Case Study

KPMG MADA
2023-11-20

This case study material is intended for use by undergraduate or graduate accounting faculty aiming to provide learners with... Read More >
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KPMG Thought Leadership: Where will AI/GenAI regulations go?

KPMG
2023-08

Our newest thought leadership, Where will AI/GenAI regulations go?: Demonstrating 'trusted AI systems',... Read More >
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Incorporating Data and Analytics into the Accounting Curriculum

KPMG MADA
2023-07-26

This guide highlights some of the increasing demands for the D&A skillsets in the accounting profession by outlining... Read More >
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2023 Global Compliance Risk Benchmarking Survey

KPMG
2023-07

This report offers powerful insights into compliance practices across industries worldwide and strategies employed by... Read More >
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2023 KPMG Generative AI Survey

KPMG
2023-06

An exclusive KPMG survey shows how top leaders are approaching this transformative technology. Generative AI technology is... Read More >
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2023 Audit Committee Survey Insights

KPMG
2023-06

KPMG surveyed 144 US audit committee members and chairs to gain a better understanding of how audit committees are managing... Read More >
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ESG Impacts and Sustainable Development Goals (SDG's)

Dr. Barbara Porco and Prof. Kelly Ulto
2023-05-26

The ESG Impacts and the Sustainable Development Goals (SDG’s) toolkit presents a case study on the environmental, social... Read More >
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ESG Carbon Emissions Case Study - Excel

KPMG MADA
2023-05-19

This case study material is intended for use by undergraduate or graduate accounting faculty aiming to leverage a real-world... Read More >
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ESG Carbon Emissions Case Study - Alteryx

KPMG MADA
2023-05-17

This case study material is intended for use by undergraduate or graduate accounting faculty aiming to leverage a real-world... Read More >
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KPMG Beginner Alteryx Case

KPMG, MADA Program Team
2023

The objective of this accounting-related case study is to clean up a hypothetical client’s “messy” journal entry data... Read More >
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Urgent Medical Device, Inc. 2023: A Teaching Case Designed to Integrate Alteryx in the Financial Statement Auditing Classrooms

Allen D. Blay, Florida State University and Ashley D. King, University of Tennessee, Knoxville
2022-12

This case is designed as a mechanism for students to achieve a variety of learning objectives related to not only data... Read More >
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KPMG Survey of Sustainability Reporting 2022

KPMG
2022-10-20

Results are in from KPMG’s 2022 global Survey of Sustainability Reporting: While all of the top 100 U.S. companies report... Read More >
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Advancing the Future of Women in Business: The 2022 KPMG Women's Leadership Summit Report

KPMG
2022-06-22

KPMG releases it's fourth annual study that examines how leaders today are being leaned on to provide stability... Read More >
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Video: Introduction to Blockchain

KPMG
2022-02-22

This 3 minute video is a quick introduction to Blockchain and how it can be used it today’s dynamic digital business... Read More >
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KPMG Career Catalyst Program - Audit

KPMG
2022

KPMG has developed a new virtual learning experience called the Career Catalyst Program. We created this program to help... Read More >
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KPMG Career Catalyst Program - Tax

KPMG
2022

KPMG has developed a new virtual learning experience called the Career Catalyst Program. We created this program to help... Read More >
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KPMG TaxRadio

KPMG
2022

Looking for insights on the latest tax news? Find it here by listening to KPMG podcasts on a variety of tax topics.
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KPMG Career Catalyst Program - Advisory

Advisory
2022

KPMG has developed a new virtual learning experience called the Career Catalyst Program. We created this program to help... Read More >
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Handbook: Climate risk in the financial statements

KPMG
2021-10-05

Using probing questions and examples, we look at how climate risk can impact the financial statements.
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ESG Externalities and True Value

Barbara M. Porco, PhD, CPA, Fordham University and Kelly A. Ulto, MBA, CPA, Fordham University
2021-04-22

ESG Externalities and True Value is a case study of the ESG challenges faced by an international beverage company... Read More >
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Ethical Compass Toolkit: Case Studies

Barbara Porco, Ph.D., CPA, Fordham University
2021

This module presents 9 ethical dilemmas designed to help students recognize ethical issues. This module includes a... Read More >
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What is an Audit? A guide to the auditing process and why it is important

KPMG
2021

This document gives a high-level overview of what an audit is and the kind of work that is performed during an audit. This... Read More >
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Introduction to Accounting for Income Taxes

Dr. Barbara Porco, Ph.D., CPA
2020

Introduce your students to the basic theory of accounting for income taxes using this lecture material and interactive class... Read More >
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Supplement to KPMG Book on Tax Reform

KPMG
2018-10-24

This supplement to the KPMG Book on Tax Reform summarizes the post-enactment federal tax guidance and legislation.
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Audit D&A Case Study: Urgent Medical Device, Inc.

Allen D. Blay, Florida State University, Jay C. Thibodeau, Bentley University
2018-07-16

This case and corresponding lecture materials are designed to integrate data and analytics in the financial statement... Read More >
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KPMG Book on Tax Reform

KPMG
2018-02-14

With new observations, analysis, and graphics, the latest KPMG book on tax reform along with related resources is a helpful... Read More >
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Intelligent Automation in financial crimes

KPMG
2018-01-24

This paper by KPMG Forensic discusses how companies can forge an innovative compliance strategy for the future.
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Treasury - Bank Confirmations

KPMG
2018-01-01

Students have the opportunity to perform a bank confirmation procedure.
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Tax Video: Passthrough Entity Overview

KPMG
2017-12-18

This video defines a Passthrough entity and explains why it is a popular business structure.
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Tax Video: Double Sided Journal Entry

KPMG
2017-12-18

This video walks through a few basic examples of common book-to-tax adjustments, including permanent and temporary... Read More >
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Digital Transformation

KPMG and Forbes Insights Survey
2017-10-11

New KPMG and Forbes Insights survey - Digital transformation: how advanced technologies are impacting financial reporting... Read More >
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IT Audit Case Study: StellenTEK

Carey Cole, James Madison University
2017-09-21

This case and corresponding lecture materials teach students to identify security weaknesses within the processes of a... Read More >
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Building an effective financial crimes change management program

KPMG
2017-09-15

This paper discusses the importance of establishing a financial crimes change management program that begins with an... Read More >
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PHD Project Report: NC A&T Business School Led U.S. in Number of Underrepresented Faculty in 2016-17; Rutgers Had Most Among Majority-Serving Institutions

PHD Project
2017-08-29

The PhD Project, an award-winning program to create diversity in management, today released results of its survey on the... Read More >
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Developing and Applying Expertise to the Upscale Hospitality Industry in Dubai

Brian Ballou, Ph.D., CPA, and Dan L. Heitger, Ph.D., Miami University
2017-08-23

Three case studies covering crisis management and strategic assessment in the hospitality industry.
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Revenue Recognition Handbook

KPMG
2017-06-28

KPMG’s guidance on and interpretation of ASC 606. KPMG explains the new revenue recognition standard in detail, providing... Read More >
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KPMG report: Economic considerations of Trump’s tax proposals

KPMG
2017-01-09

This report examines the cyclical and structural backdrop that could affect the efficacy of Donald Trump’s plans as he... Read More >
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Accounting Basics Videos: Bonds

Gia Chevis, Ph.D., Baylor University
2016

This is one of four videos in the Accounting Basics Video Series. This five-minute animated video clearly explains how... Read More >
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Achieving Strategic and Performance Objectives at Emirates Airlines

Brian Ballou, Ph.D. and Dan Heitger, Ph.D., Miami University
2016

This module has three cases that deal with business issues in the airline industry and expose students to a number of core... Read More >
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Accounting Basics Videos: Net Present Value

Gia Chevis, Ph.D., Baylor University
2016

This is one of four videos in the Accounting Basics Video Series. This five-minute animated video clearly explains the... Read More >
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Accounting Basics Videos: Revenue Recognition Video

Gia Chevis, Ph.D., Baylor University
2016

This is one of four videos in the Accounting Basics Video Series. This six-minute animated video clearly explains how to... Read More >
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Forensic Case Study: Lots of Books, Inc.

KPMG
2016

This case is designed to provide an introduction to the forensic accounting process and to challenge student teams to... Read More >
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Ethical Compass Toolkit: Advanced Case Studies

Barbara Porco, Ph.D., CPA, Fordham University
2016

This module presents 12 ethical dilemmas designed to help students recognize ethical issues. This module includes a... Read More >
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Ethical Compass Toolkit: Burden of Proof

Barbara Porco, Ph.D., CPA, Fordham University
2016

The Burden of Proof includes a presentation discussing the cost of fraud, signs of potential fraud, and factors that may... Read More >
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Ethical Compass Toolkit: Role Plays

Barbara Porco, Ph.D., CPA, Fordham University
2016

These Role Plays give students a chance to get out of their seats and act out their response to a series of ethical... Read More >
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Ethical Compass Toolkit: Risks and Perception

Barbara Porco, Ph.D., CPA, Fordham University
2016

This series of ethical scenarios encourages students to consider the impact of their decisions on others. Separate materials... Read More >
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Ethical Compass Toolkit: SOX

Barbara Porco, Ph.D., CPA, Fordham University
2016

This module presents the content of the Sarbanes-Oxley Act of 2002 in a way that is both interactive and fun.
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Accounting Basics Videos: Statement of Cash Flows

Gia Chevis, Ph.D., Baylor University
2016

This is one of four videos in the Accounting Basics Video Series. This six-minute animated video clearly explains the... Read More >
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KPMG Microsoft™ Excel Formula Guide

KPMG
2016

This extensive Excel guide is a terrific resource for students interested in sharpening their Excel skills. This guide... Read More >
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Flowcharting: A tool for understanding business processes

Dr. Margarita Lenk, Ph.D., Colorado State University
2016

In this module students learn the value and mechanics of flowcharting. A practice exercise is included providing students... Read More >
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Professional Judgment in Accounting Service Lines

Dr. Jonathan Grenier & Dr. Andrew Reffett Professors of Accountancy, Miami University
2015

We all know that professional judgment is important in the accounting profession, but what does that mean exactly?
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Make the Connection: Crafting Engaging and Effective Tax Communications

Dr. Tracy Noga, Bentley University
2015

This series of five video modules introduces students to various forms of written communication used in the tax profession. ... Read More >
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Module 1: Introduction to Effective Communication

Dr. Tracy Noga, Bentley University
2015

This short, entertaining video gives students quick tips to ensure they are communicating their intended message.
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Module 2: General Writing Tips

Dr. Tracy Noga, Bentley University
2015

Helpful writing "rules of thumb" delivered by a Director of Corporate Communications for the KPMG Business... Read More >
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Module 3: How to Write a Tax Research Memo

Dr. Tracy Noga, Bentley University
2015

This video provides an introduction to the purpose and format of a tax research memo.
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Module 4: Crafting a Client Letter

Dr. Tracy Noga, Bentley University
2015

Learn the differences between a research memo and a client letter, as well as the specifics of how to craft an effective... Read More >
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Module 5: Workpapers, eMail, and Instant Messenger

Dr. Tracy Noga, Bentley University
2015

Strong written communication skills are important in building a professional brand. This video covers how to write... Read More >
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Tax Communication Practice Exercises

Dr. Tracy Noga, Bentley University
2015

Seven different tax issues are provided, along with relevant research materials. Students are asked to draft a research... Read More >
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Search for Unrecorded Liabilities

KPMG
2015

This module explains the objectives of a "Search for Unrecorded Liabilities" and teaches students the... Read More >
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How to Check Financial Statements

KPMG
2015

This lecture and in-class activity teach students why it is important to check financial statements carefully as part of an... Read More >
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Project Management for Accounting

Peter A. Salzarulo, Ph.D., Miami University
2014

In this module, students will learn about the central elements of project management and gain a basic understanding of how... Read More >
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Understanding the Quantitative and Qualitative Aspects of Materiality: Implications for Assurance Engagements

Dr. Brian Ballou & Dr. Dan Heitger Co-Directors, Center for Business Excellence - Miami University
2014

This lecture and accompanying case study help students understand the concept of materiality and tolerable misstatement on... Read More >
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Audit Documentation

KPMG
2014

This checklist serves as a guide when reviewing audit documentation. Faculty and students may use this resource as an... Read More >
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Client Interviewing Skills

KPMG
2014

Strong communications skills are important in any career. This communication framework outlines how to structure a message... Read More >
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Cases Designed to Teach Critical Thinking and Professional Judgment in Auditing

Jay Thibodeau, Ph.D., Bentley University
2014

To help you integrate the KPMG Professional Judgment Framework into the classroom, these three cases about fraud will help... Read More >
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Excel Technical Videos for Students

KPMG
2014

KPMG has created a series of short, practical video modules demonstrating key tips for using Excel effectively. Choose from... Read More >
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Excel™ Conditional Formatting

KPMG
2014

Conditional formatting enables you to highlight specific cells within a specified range.
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Excel™ Auto Filters

KPMG
2014

Auto Filter is an easy way to find the data you need faster. Watch this short, practical video to improve your knowledge of... Read More >
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Excel™ LOOKUP Functions

KPMG
2014

Learn how to use this very easy Excel tool to return a value either from a range or array. Functions covered: VLOOKUP,... Read More >
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Excel™ Paste Special Function

KPMG
2014

Watch this video to learn how to specify formatting when you paste slides, pictures, objects, and text.
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Excel™ Pivot Tables

KPMG
2014

Learn how to summarize, analyze, explore, and present tables using this useful tool.
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Excel™Subtotals

KPMG
2014

This video will show you how to quickly subtotal multiple categories in a single sheet, as well as provide a grand total.
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Excel™ Table Formatting

KPMG
2014

This quick video will teach you how to use predefined table styles to easily format a table.
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Excel™ TEXT Functions

KPMG
2014

TEXT functions enable a user to quickly format data. This video provides quick tips on how to use several standard TEXT... Read More >
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Excel™ Text to Columns

KPMG
2014

Learn how to quickly split text into multiple columns by watching this video.
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Tips for Effective Business Writing

KPMG
2014

Sharpen your business writing skills by learning tips for using plain language, active vs. passive voice, and ensuring your... Read More >
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Writing Effective E-mails

KPMG
2014

Quick tips to ensure your e-mail communications are effective.
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Company Risk, Governance, and Accounting Policy Cases

Brian Ballou, Ph.D., CPA, and Dan L. Heitger, Ph.D., Miami University
2014

These 11 short cases focus on company risk, governance, and accounting policy.
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KPMG Ace the Case Study Guide

KPMG
2014

This guide provides students with a basic approach to analyze a case study in 8 easy steps. It also provides basic tips on... Read More >
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Financial Statement Assertions: PPE

KPMG
2014

This module explains the various types of financial statement assertions and how they are addressed by audit procedures.
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Trade Receivables

KPMG
2014

This module is a terrific introduction to substantive testing. Participants are introduced to the Trades Receivables... Read More >
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Transparently Communicating Enterprise Risk Management Effectiveness To Create Long-Term Value

Brian Ballou, Ph.D., CPA, and Dan L. Heitger, Ph.D., Miami University
2013

Effective enterprise risk management (ERM) creates long-term value for organizations by helping them achieve their... Read More >
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Enterprise Risk Management (ERM) Challenges in Regulated Industries - Financial Institutions

Brian Ballou, Ph.D., CPA, and Dan L. Heitger, Ph.D., Miami University
2013

Under the scrutiny of layers of regulatory bodies, financial institutions continue to implement Enterprise Risk Management... Read More >
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Understanding ERM and Assessing Inherent Risk

Brian Ballou, Ph.D., CPA, and Dan L. Heitger, Ph.D., Miami University
2013

Enterprise risk management (ERM) involves identifying and ultimately managing risks and seeking opportunities associated... Read More >
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Board of Directors’ Role in Corporate Governance

Brian Ballou, Ph.D., CPA, and Dan L. Heitger, Ph.D., Miami University
2013

With an increasingly intelligent stakeholder pool full of dynamic expectations, boards must continually strive to balance... Read More >
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Executive Leadership and Control

Brian Ballou, Ph.D., CPA, and Dan L. Heitger, Ph.D., Miami University
2013

Executives must do what they can to put organizations in the best possible situation so employees will use resources to... Read More >
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