CPE Catalog & Events
The Future of Work - Winning Talent Strategies - Micro-Credential Series Part 3
-
Online
1.20 Credits
Recruiting Engagement Leadership Compensation Culture Communication Career Paths Talent Development
The Controllership Series - The Future Role of the Controller Part 2
-
Online
1.50 Credits
Accounting and Finance
2024 Financial Statement Analysis
-
Online
4.00 Credits
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
Will Your Ethics Be Burned by Burnout?
-
Online
2.00 Credits
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
Navigating Difficult Conversations with Clients
-
Online
1.00 Credits
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
Preparing to be a Forensic Accountant - Focus on Network Forensics
-
Online
1.50 Credits
Forensic Accounting Accounting Auditing Finance
Audit Risk Assessment in Plain English
-
Online
2.00 Credits
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
Online
2.20 Credits
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
2024 Financial Accounting for Related Party Transactions
-
Online
2.00 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
2024 Federal Tax Update - Partnership Updates
-
Online
2.00 Credits
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception
Accounting in the Wake of COVID-19
-
Online
2.00 Credits
The major topics covered in this course include:Risk assessmentGovernment assistancePandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsEngagement and workforce managementOther current events as appropriate
Expand Your Analytical Toolbox More Tools for Success
-
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
Comprehensive Accounting and Financial Reporting Update
-
Online
4.00 Credits
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Ethics: Plain Talk About IRS Ethics and Conduct
-
Online
2.00 Credits
The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS
SAS 145 - Risk Assessment
-
Online
1.00 Credits
SAS 145 Risk Assessment Internal Controls
The Controller Function - Strategic and Annual Planning
-
Online
1.20 Credits
Accounting Finance Auditing
2024 A Guide to Sampling - Part 1
-
Online
2.00 Credits
Sampling Monetary Unit Sampling
2024 Best Practices: Conducting Meaningful Walkthroughs
-
Online
2.00 Credits
Internal Controls Walkthroughs Documentation
Microsoft 365 Deployment Best Practices
-
Online
2.00 Credits
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
2024 Financial Statement Presentation and Disclosure
-
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