CPE Catalog & Events
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
ProActive Response Group De-Escalation Training
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Online
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Emotional Intelligence
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Online
1.00 Credits
Emotions Relationships
The Role of HR in Business Sustainability
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Online
1.20 Credits
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Audit 203: Auditing Accounts Receivable - Common Risks
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Online
2.00 Credits
The major topics covered in this course include:Typical risks of material misstatement related to accounts receivablePractice tailoring the detailed audit plan to the assessed risk of material misstatementOverview of more complex issues, such as methods for converting accounts receivable to cashExternal confirmation audit considerations, including evaluating responses for proprietyEvaluating the valuation of accounts receivable
Surgent's A Complete Guide to Offers in Compromise
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Online
2.00 Credits
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
2024 The Preparation of Form 706 and 709 - Line-by-Line
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Online
4.00 Credits
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
How AI Is Automating Internal Control
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Online
4.00 Credits
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Owning an Electric Vehicle: Costs and Considerations
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Online
2.00 Credits
The major topics that will be covered in this class include:Understand how gas, electric and hybrid vehicles differVehicle typesKnow the costs to purchase, maintain, and charge electric vehiclesAnticipate start-up costs for charging an EV at your business or homeUnderstand charger types and when to use or install each oneOvercoming "range anxiety"
Making Culture A Competitive Advantage
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Online
1.00 Credits
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Online
2.00 Credits
Forensic Accounting Accounting Auditing Finance
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
The Ethics of Care in the Workplace
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Online
2.00 Credits
The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory
2024 Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Mental Health Awareness
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Team dynamics Influence Organizational behavior Leadership
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Languages of appreciation Appreciation strategies
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Accounting Sales Collections