CPE Catalog & Events
A Practical Guide to Trusts
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Online
8.00 Credits
The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues
Transform Your Organization With Office 365 and Teams
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Online
8.00 Credits
The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy
Synchronize Your Files to the Cloud with SharePoint -Updated
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Online
2.00 Credits
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Communication Leadership Character Behavior
Coaching & Counseling - Performance Management
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Online
1.00 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Accounting Finance SG Operations
2024 Not-for-Profit GAAP Update
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Online
2.00 Credits
NAC CECL
An Ethical Framework - How It Works
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Online
2.00 Credits
Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
2024 Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Preparation Compilation Review
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
Internal Control Changes for Remote Workers
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Online
2.00 Credits
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Emotional Intelligence Management Skills Teamwork Customer Relations
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Accounting Finance
Monthly Federal Tax Updates - March 2025
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Online
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
DEI From the Inside Out: Part 1
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Online
3.00 Credits
Cultivating a DEI Success Mindset: Emphasizing the significance of acknowledging DEI for what it genuinely represents, and structuring interactions based on this new paradigm Building DEI Connections: Recognizing the importance of exploring and understanding various cultures, with the ultimate goal of fostering genuine comprehension Instilling DEI Accountability: Establishing Biological Commonality: Exploring the biological similarities that unite us all, emphasizing our shared humanity Relevance in Daily Interactions: Understanding the day-to-day significance of this paradigm in interactions with colleagues and others Benefits of the Model: Recognizing the advantages of adopting this model for fostering connections with teammates and various stakeholders My Son’s Perspective: Exploring the lens through which we approached this celebration, shedding light on the mindset that fostered inclusivity Peer-to-Peer Interaction: Examining how attendees engaged with each other, transcending significant life differences to connect on a human level Workplace Application: Unpacking how the lessons learned from this backyard gathering can be applied in the workplace to cultivate a more inclusive and humanistic environment
Operations Level Internal Control
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Online
4.00 Credits
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Audit 305: Strengthening Substantive Analytic Procedures
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Online
2.00 Credits
The major topics covered in this course include:How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtainedResolving significant differences resulting from analytic procedures and concluding on audit results
How Prevalent Is Retaliation Within Your Culture?
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Online
1.00 Credits
Retaliation protections Speak up culture Ethical culture
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Accounting Finance
Coaching & Counseling - Addressing Misconduct
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Online
1.20 Credits
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.