CPE Catalog & Events
Advanced Cost Accounting
-
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
Building Your Personal Net Worth: Invest in Your Future
-
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
Ethical Leadership: Power, Influence, Integrity, and Trust
-
Online
2.00 Credits
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
-
Online
2.00 Credits
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Common Yellow Book & Single Audit Deficiencies - 2023
-
Online
4.00 Credits
ICOC Compliance Testing Major Program Determination
Schedule C of Form 1040
-
Online
2.00 Credits
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
Audit 103: Adapting to the Engagement - Complying with SSARS
-
Online
2.00 Credits
The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services
Power BI - Introduction to MS Power BI Tools
-
Online
2.00 Credits
The challenge of using Excel for Data Analysis An overview of the various Power BI Tools An overview of when and why to use each Power BI Tool A tour of each tools interface
Secure Act 2.0 - Everything that you Need to Know
-
Online
2.20 Credits
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Staff Retention Keep the Best People
-
Online
3.00 Credits
Remote workforce Employee retention Staff turnover
Fraud Assessment for Small and Medium Sized Businesses
-
Online
4.00 Credits
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Build a Data Model for Analysis in Power BI
-
Online
4.00 Credits
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Leverage PowerBI.com to Create Data Analysis for Others
-
Online
2.00 Credits
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Fraud Risk Management
-
Online
2.00 Credits
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Introduction to Governmental Accounting
-
Online
2.00 Credits
Fund Accounting MD&A ACFR
Cost and Pricing Models: Creating an Effective Tool
-
Online
2.00 Credits
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Forgotten Managerial Accounting Tools for CPAs
-
Online
2.00 Credits
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Impact of GASB Activities on State and Local Government
-
Online
3.00 Credits
GASB statements issued GASB projects
Managing Your Money in Retirement
-
Online
3.00 Credits
Social Security Retirement Asset allocation Fraud
The Successful Family Business
-
Online
4.00 Credits
Business Management Organization