CPE Catalog & Events
Managing with a CEO Mentality
-
Online
1.00 Credits
The major topics that will be covered in this course include:Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.
Financial Statement Fraud
-
Online
2.00 Credits
Financial statement fraud
Accounting & Auditing for Cryptocurrency
-
Online
1.00 Credits
Cryptocurrency Ditigal assets
Benefits and Best Practices for Telework
-
Online
2.00 Credits
Business Management Hybrid work options
Addressing Common Documentation Deficiencies
-
Online
2.00 Credits
Documentation Deficiencies
2024 Accounting & Attestation for ESG
-
Online
2.00 Credits
ESG Sustainaibility
2024 Not-for-Profit Accounting & Auditing Update
-
Online
4.00 Credits
CECL NAC Independence
K2's 2023 Kicking It Up A Notch With KPIs
-
Online
1.00 Credits
How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs
Everything There is to Know About Summonsing
-
Online
1.00 Credits
The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.
Create Paginated Reports with Power BI Report Builder
-
Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Surgent's Tax Research
-
Online
2.00 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's Annual FASB Update and Review
-
Online
4.00 Credits
Private company standard setting activities Recent FASB Accounting Standards Updates (ASUs) Topic 842, Leases ASC 326: CECL
Shorten Month-End: Closing Best Practices
-
Online
4.00 Credits
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systemsƒ?T headaches that slow you downWork through examples of close cycle ƒ?otime killersƒ?? and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
-
Online
8.00 Credits
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
-
Online
2.00 Credits
The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability
Building Trust in Remote Teams: Catalyze Collaboration and Communication
-
Online
1.00 Credits
Communication Teamwork Collaboration
Prioritizing Mental Health in the Post-COVID Workplace
-
Online
1.20 Credits
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Preparing for & Conducting Discharge Meetings
-
Online
1.20 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Maintaining a Harmonious Working Environment
-
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.
Balancing Employee and Employer Rights
-
Online
1.40 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.