CPE Catalog & Events
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Audit 501: Personality Styles - Improving Your Interactions
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Online
2.00 Credits
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markupA PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
2024 Estate Planning for Today and Beyond
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Online
8.00 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Key Considerations For Setting Up A Crypto Payment System
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Online
1.00 Credits
The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information
Watch Your Mouth! Microaggression Awareness for CPAs
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Online
2.00 Credits
The major topics covered in this course include:Definition and examples of microaggressionsThe impact of microaggressions on individuals and ethical behaviorThe experiences of Black professionals in the accounting fieldDiversity, equity, and inclusion (DEI) initiatives in the workplaceImplicit bias and social categorizationStrategies for addressing microaggressions in the workplacePersonal responsibility and accountability for creating a more inclusive environment
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Employee Relations Culture Leadership Employee Retention
The New Psychology of Fraud with Dr. Toby Groves
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Online
2.00 Credits
The major topics that will be covered in this class include:How we unwittingly assist in the production of misleading information The neuroscience of psychopathyBehavioral profilingThe new psychology of skepticismCognitive errors including attribution and overgeneralizationHow experience, intuition and assumptions can cause cognitive errors
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
The major topics covered in this class include:Explore new tools and client engagement techniques using data analyticsIntroduction of popular software toolsExamine the AICPA's Five-Step Approach to data analytics in an audit engagement
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Online
1.00 Credits
Technology Cybersecurity
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Audit 502: The Art of Discipline and Getting Things Done
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Online
2.00 Credits
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Improve Design and Productivity with Excel Tables
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Online
2.00 Credits
The major topics that will be covered in this class include:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Employer Brand Talent Management Future of Work Onboarding New Hires
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Online
1.00 Credits
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Surgent's Guide to Partner Capital Account Reporting
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Online
2.00 Credits
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations
ACPEN Signature 2024: Annual Tax Update
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Online
8.00 Credits
Our panel of national tax experts will explain as they discuss federal tax changes and developments during 2024 and pending changes, including legislative, administrative and procedural changes of which you need to be aware ACPEN will give you the best information anywhere on current tax issues…current to the day of the broadcast! Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues. Get the latest details and all the developments in this up-to-the minute tax program that you won't want to miss.
Blockchain Technology: What Every CPA Should Know
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Online
2.00 Credits
The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditing
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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Online
1.00 Credits
Technology Cybersecurity