CPE Catalog & Events
Cognitive Biases for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias
Prevention & Detection of Fraud In Small Businesses
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Online
4.00 Credits
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
Accounting of the Soul: Making the World a Better Place
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Online
1.00 Credits
The major topics covered in this course include:Overview of Virtue Ethics and the Common GoodProfessionalismThe Virtue of CompassionGossip in the WorkplaceGratitude
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
Accounting Finance Auditing
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Online
1.50 Credits
Forensic Accounting Accounting Auditing Finance
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Accounting and Finance
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Accounting and Finance
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Accounting Finance
Communicating Financial Data to Non-Financial Audiences
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Online
1.00 Credits
The major topics covered in this class include:Key barriers when communicating financial informationHow to overcome those barriersKey tips on effectively communicating financial information to non-financial audiences
DEI in the Remote Work Era
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Online
1.20 Credits
DEI Employee engagement Remote work Organizational culture Employee relations
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Accounting Finance
The Controller Function - Elevating the Role
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Online
1.50 Credits
Accounting Finance Auditing Business Development
2024 The Psychology of Fraud
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Online
1.75 Credits
Fraud Fraud Triangle
The Power of a Good Story!
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Online
4.00 Credits
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Online
4.00 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Create Measures in Power BI that Define Your Metrics
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Online
4.00 Credits
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
2024 The Complete Guide to the Preparation for Form 1041
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Online
8.00 Credits
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Surgent's Preparing Not-for-Profit Financial Statements
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Online
8.00 Credits
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more The impact of FASB ASC 842, Leases, on not-for-profits
Become a Data Analysis Expert
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Online
2.00 Credits
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
AI & You
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Online
1.00 Credits
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign