CPE Catalog & Events
The Successful Family Business
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Online
4.00 Credits
Business Management Organization
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Modernized Bookkeeping for the CPA
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Online
1.00 Credits
How to structure/offer repeated services without stretching yourself thin Types of Tech Stack you should include in your firm Managing client expectations and building your workflows around them
2024 Productivity Hacks for Working Remote
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Online
1.20 Credits
Virtual Work Remote Work Telecommuting Flexible Work Options
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Accounting Finance Procurement Inventory
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.20 Credits
Forensic Accounting Accounting Auditing Finance
2024 Not-for-Profit GAAP Update
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Online
2.00 Credits
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Retirement Planning: IRAs
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Online
1.00 Credits
The major topics covered in this class include:IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA's IRA Distributions Handling Coronavirus Distributions Handling Roth IRA Distributions Required Minimum Distributions Qualified Charitable Distributions (QCD's)
The Controller Function - Elevating the Role
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Online
1.50 Credits
Accounting Finance Auditing Business Development
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Business Management Organization
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Employer Brand Talent Management Future of Work Onboarding New Hires
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Accounting Finance
Emotional Intelligence
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Online
1.00 Credits
Emotions Relationships
5 Steps to Cultivate a Values-Based Approach to Governance
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Online
1.20 Credits
Employee engagement Values-based governance Organizational culture Employee relations
The Controller Function - Inventory Part 1
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Online
1.80 Credits
Accounting Finance Operations
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
Bumper Sticker Ethics v. Professional Ethics
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Online
1.00 Credits
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
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
2024 New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance