CPE Catalog & Events
Assessing Independence Under the New Yellow Book
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Online
1.00 Credits
The major topics covered in this course include:Threats and safeguardsIndependence RulesGAGAS
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
The Controller Function - Inventory Part 1
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Online
1.80 Credits
Accounting Finance Operations
K2's 2023 Ten Must Know Features In Excel
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Online
2.00 Credits
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Budgeting: Presenting and Communicating your Numbers
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
The Aftermath of Government Investigations: Varsity Blues
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Online
2.00 Credits
The major topics that will be covered in this class include:Securities Laws and College Admissions ScandalUndercover investigationsProsecutors and Plea AgreementsJustice and ConvictionsCooperation AgreementsCosts of Contesting the ChargeRelevant Conduct and Sentencing
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
2024 Risk Assessment - A Common Deficiency
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Online
1.00 Credits
Risk Assessment Common Deficiencies
2024 The Psychology of Fraud
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Online
1.75 Credits
Fraud Fraud Triangle
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Accounting Finance Procurement Inventory
K2's 2024 Getting Started With Artificial Intelligence
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Online
2.00 Credits
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Roadmap to Ethical Decision Making
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Online
2.00 Credits
The major topics covered in this course include:Review the AICPA's Code of Professional Conduct.Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.Discuss the principles of professional conduct.Address compliance with professional standards.Use case studies to address circumstances that may create threats to independence.
Schedule C of Form 1040
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Online
2.00 Credits
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Online
3.50 Credits
How to Create an ROI-Based Marketing Plan for Your Firm
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Online
1.00 Credits
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Online
1.00 Credits
Quality management Peer review Audits Remediation Monitoring
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Virtual
1.50 Credits
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls