CPE Catalog & Events

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

401(k) Audit Basics, Part 4 - Notes to Financial Statements and Current Topics

Unique plan financial statement disclosures Current and hot issues for the 2025 audit season

Ethics and Professional Conduct

Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns

SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit

The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top

Not All Heroes Wear Capes - Cybercrime Edition

What is cyber security Common objections to investing in cyber security 5 steps to effectively protecting critical data

Are You Ready for Your Peer Review?

Peer review process and timeline Quality control standards overview Enhancing Audit Quality initiatives Common issues identified in peer review and how to prevent them Best practices to prepare for your firm's peer review Peer review resources and tools

Organizational Effectiveness and Communication

Communication

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals

Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard  

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2

How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle

Accommodation Requests - Substance Abuse - Contagious Infections

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Communication Miracles At Work and In Life - Part 2

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

Achieving Balance in Work and Life - Part 1

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling

Achieving Balance in Work and Life - Part 2

Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts

The Power of a Good Story!

The 3 elements of storytelling    3 real world examples                  10 thoughts for the road   

Communication Miracles At Work and In Life - Part 1

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

The Controllership Series - Financial Statement Preparation

Accounting Finance Financial Statement Preparation

Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments

HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey

The Head and Heart of Ethics - Featuring Bob Mims and Don Minges

The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.