CPE Catalog & Events
2024 Listening to the Statement of Cash Flows
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Online
2.00 Credits
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Audit 101: AICPAs Code of Professional Conduct Principles
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Online
2.00 Credits
Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businessesASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEsAudit standards that small business auditors will need to implement.
Servant Leadership 101
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Online
1.00 Credits
The major topics that will be covered in this course include:Assessing your organization’s culture The benefits of great cultures The basics of what servant leadership is, and is not How to coach using a servant leadership style
Basic Individual Taxation Course
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Online
2.00 Credits
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Online
1.00 Credits
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Combatting Sexual Harassment in the Workplace
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Online
1.00 Credits
Sexual harassment prevention Company culture
CFO Career Upgrade with LinkedIn
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Online
2.00 Credits
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn doƒ?Ts and donƒ?Tts for CFOs
Coaching Skills That Improve Performance
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Online
4.00 Credits
Coaching Effective Communication
2024 Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Excel - Advanced Financial and Statistical Calculations
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Online
2.00 Credits
The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
Outlook - Manage Your Inbox With Maximum Efficiency
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Online
4.00 Credits
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
Audit 102: Professional Skepticism - Finding Fraud and Error
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Online
2.00 Credits
The major topics covered in this course include:The importance of professional skepticism, especially when performing audit or other attest servicesSpecific fraud responsibilities in a financial statement auditThe varying levels of persuasiveness of evidence to support assurance conclusions or opinions
Excel - Building Powerful Lookup & Reference Formulas
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Online
2.00 Credits
The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions
Change: Embrace & Enjoy - It Is Inevitable
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Online
2.00 Credits
The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of change
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
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Online
4.00 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process
Accounting for and Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Classification of workers as employees or independent contractors
2024 FASB Update and Review
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Online
2.00 Credits
Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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Online
2.00 Credits
The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets