CPE Catalog & Events
LinkedIn Profile Secrets for CPAs
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Online
2.00 Credits
The major topics covered in this class include:Effective branding and LinkedIn profile positioning for CPAsBest practices and tips for each profile featureOptimizing language and words to attract clients: Your headline, essay, descriptions, and keywordsSizzle elements: Your headshot, background banner, videos, and mediaEssential LinkedIn settings and privacy for CPAs
Excel - Feature Review in 100 minutes
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Online
2.00 Credits
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Microsoft 365 Deployment Bootcamp for Your Practice
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Online
4.00 Credits
Specific topics that will be covered:Understanding the full potential of Microsoft 365 to drive efficiency in your practiceBest practices for deploying Microsoft 365 in accounting, tax and advisory firmsDesign your Teams app setup to meet the unique attributes of your practiceUse SharePoint and OneDrive to organize your files and share them securely with your clientsOrganize your thoughts, meeting notes and other content centrally in OneNoteTrack your client engagements and internal projects efficiently and effectively with the Planner appUse Microsoft 365 to document processes, improve client services and increase productivityStep-by-step guide for deployment of Microsoft 365 in your firm based on best practices
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans
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Online
8.00 Credits
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Audit 303: Internal Controls - Required Communications
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Online
2.00 Credits
The major topics covered in this course include:The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsImportance of placing a priority on being a value-added business advisorAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceComponents of a well-written internal control commentBetter writing tips and techniques
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
NOCLAR 529 Plans Recently Issued Interpretations
Becoming Conflict Competent
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Online
2.00 Credits
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict
Cash Conversion Cycle: Tool and Techniques
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Online
2.00 Credits
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
FRF for SMEs Quality Management Private Company Council
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Surgent's Progressive Discipline and Termination
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Online
2.00 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markupA PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Virtual
4.00 Credits
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Engagement Management with the Microsoft 365 Planner App
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Online
2.00 Credits
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Excel for Staff Level 1 - What You Never Learned
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Online
2.00 Credits
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
2024 Rewards & Recognition Strategies for Leaders
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Online
1.00 Credits
Leadership Recognition Total Rewards Employee Engagement
2024 What's Changing in Risk Assessment
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Online
2.00 Credits
Risk Assessment Internal Controls SAS 145
Accounting Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
Advanced Cost Accounting
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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
Audit 304: Auditing Basic Investments - Common Risks
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Online
2.00 Credits
The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy