CPE Catalog & Events
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.
Balancing Employee and Employer Rights
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Online
1.40 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.40 Credits
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.20 Credits
Health and Wellness Burnout Stress Management Employee Engagement
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Online
2.00 Credits
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
DEI in the Remote Work Era
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Online
1.20 Credits
DEI Employee engagement Remote work Organizational culture Employee relations
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
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
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
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
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Competitive bids Achieving target profitability
Ethics - A Line in the Sand; Implications for Daily Business
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Online
4.20 Credits
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
The ABCs of Advisory Services
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Online
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
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
Understanding and Preventing Budget Calamities
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Progressive Management Accounting
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Online
2.00 Credits
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change