CPE Catalog & Events
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
-
Online
2.00 Credits
Accounting Finance Cash Investments
Treasury Circular 230 for EAs and Other Tax Preparers
-
Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
Online
1.50 Credits
Accounting Finance Cashflow
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
Online
2.00 Credits
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Consulting Services Secrets
-
Online
1.00 Credits
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1
-
Online
1.20 Credits
Employment Data Talent Strategy
The SECURE Act 2.0 - Planning Opportunities for Employers
-
Online
1.00 Credits
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
The Controllership Series - Addressing Budgeting Uncertainty
-
Online
1.00 Credits
Accounting Finance
The SECURE Act 2.0 - Planning Opportunities for Individuals
-
Online
1.20 Credits
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
The Controller Function - Elevating the Role
-
Online
1.50 Credits
Accounting Finance Auditing Business Development
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Online
2.00 Credits
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
-
Online
1.20 Credits
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
Forensic and Fraud Interviewing Techniques and Skills
-
Online
2.20 Credits
Forensic Accounting Accounting Auditing Finance
Enact Retaliation Abatement and Monitoring Measures
-
Online
1.00 Credits
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
The Future of Work - Winning Talent Strategies - Micro-Credential Series Part 3
-
Online
1.20 Credits
Recruiting Engagement Leadership Compensation Culture Communication Career Paths Talent Development
The Controllership Series - Sales, Collections and Customer Credit
-
Online
1.50 Credits
Accounting Sales Collections
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
-
Online
1.20 Credits
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Essential Skills for Powerful Business Writing
-
Virtual
2.00 Credits
Save time by planning and organizing your writing Prepare beginnings and endings that grab and keep the reader's attention Put your writing on a diet, cut the fat and write concisely Writing mechanics including word usage, grammar, punctuation, and proofreading Edit and polish your writing for maximum impact Practice with real-world writing makeovers
Yellow Book: Staying Compliant With Government Auditing Standards
-
Online
8.00 Credits
Foundation and principles for use and application of GAGAS General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and CPE Quality control and peer review Standards for financial audits Standards for attestation and review engagements Fieldwork and reporting standards for performance audits
Mastering Charitable Remainder Trusts and Form 5227Compliance
-
Online
2.00 Credits
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing