CPE Catalog & Events
Cash Conversion Cycle: Tool and Techniques
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Online
2.00 Credits
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
FRF for SMEs Quality Management Private Company Council
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Surgent's Progressive Discipline and Termination
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Online
2.00 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markupA PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Virtual
4.00 Credits
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Engagement Management with the Microsoft 365 Planner App
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Online
2.00 Credits
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Excel for Staff Level 1 - What You Never Learned
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Online
2.00 Credits
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
2024 Rewards & Recognition Strategies for Leaders
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Online
1.00 Credits
Leadership Recognition Total Rewards Employee Engagement
2024 What's Changing in Risk Assessment
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Online
2.00 Credits
Risk Assessment Internal Controls SAS 145
Accounting Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
Advanced Cost Accounting
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Online
2.00 Credits
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
Audit 304: Auditing Basic Investments - Common Risks
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Online
2.00 Credits
The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
2024 All About Fraud - Examples, Prevention and Auditing
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Online
4.00 Credits
Fraud Professional Skepticism Report To The Nation Fraud Schemes Prevention
Critical Thinking Masterclass
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Online
2.00 Credits
The major topics that will be covered in this class include:Cognitive biasConducting a ƒ?othinking auditƒ??MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancement
Drive Results with Metrics
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Online
2.00 Credits
Performance Metrics Budgets
Surgent's The Accountant as the Expert Witness
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Online
2.00 Credits
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
PPP Fraud and Financial Professionals
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Online
2.00 Credits
The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
2024 Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Recruiting & Retention Talent Management Employee Engagement