CPE Catalog & Events
Maintaining a Harmonious Working Environment
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Online
1.20 Credits
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Competitive bids Achieving target profitability
QuickBooks - Know the Right Version for Your Client
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Online
2.00 Credits
The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better ƒ?" QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at whatƒ?Ts new for 2020 in both Desktop and Online
2024 The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Prevention & Detection of Fraud In Small Businesses
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Online
4.00 Credits
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
Accounting of the Soul: Making the World a Better Place
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Online
1.00 Credits
The major topics covered in this course include:Overview of Virtue Ethics and the Common GoodProfessionalismThe Virtue of CompassionGossip in the WorkplaceGratitude
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Online
2.00 Credits
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
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
Balancing Employee and Employer Rights
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Online
1.40 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Drive Results with Metrics
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Online
2.00 Credits
Performance Metrics Budgets
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Achieving Balance in Work and Life - Part 2
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Online
4.00 Credits
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Achieving Balance in Work and Life - Part 1
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Online
4.00 Credits
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
The Art of Marketing for CPAs
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Online
4.00 Credits
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
2024 Financial Statement Presentation and Disclosure
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Online
4.00 Credits
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
2024 Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Consulting Services Secrets
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Online
1.00 Credits
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
The Education Advantage: Strategies for Boosting Employee Retention and Engagement
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Online
1.00 Credits
Statistics on Turnover and Engagement Professional Development Initiatives Employee Retention Educational Opportunities Available at the Individual and Organizational Level