CPE Catalog & Events
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
Performing Preparation, Compilation and Review Engagements
-
Online
2.00 Credits
Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
Project Management: Getting the Best Out of Your Team
-
Online
2.00 Credits
The major topics covered in this course include:When to incorporate project management best practices to get the best out of your teamFive ways project management helps get the best out of your team
Clean, Transform & Load Data in Power BI
-
Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
-
Online
1.00 Credits
Forensic Accounting Accounting Finance Auditing
IRS Penalties and Abatements
-
Online
2.00 Credits
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Long-Term Care Insurance: Make the Switch
-
Online
1.00 Credits
The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding
Treasury Circular 230 for EAs and Other Tax Preparers
-
Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Online
1.00 Credits
Accounting Finance
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
-
Online
1.00 Credits
Persuasion Executive Buy-In Communication Leadership
The SECURE Act 2.0 - Planning Opportunities for Individuals
-
Online
1.20 Credits
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
The Controllership Series - Managerial Accounting Basics and Costs
-
Online
1.20 Credits
Accounting Finance
Providing Ethical Leadership: Learning to be the Best Version of Yourself
-
Online
1.20 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
2024 Section 174: New Rules for the R&E Deduction
-
Online
1.00 Credits
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Cyber Attacks Through Impersonation
-
Online
1.00 Credits
The major topics that will be covered in this class include:Impersonation techniques used to launch cyber attacksCybercriminals' focus: stealing financial assets and intellectual propertyPractical advice on controls to implement to reduce victimization from impersonation cyber attacksPractical advice to reduce the impact of a cyber attack
Surgent's Management Fundamentals
-
Online
4.00 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Just Ask Why - Searching for Answers: Generating Solutions
-
Online
4.00 Credits
The basic benefits of why The 5-15 report Curiosity and creativity
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
-
Online
4.00 Credits
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Cases in Corporate Ethics: Discuss Real Life Conflicts
-
Online
4.00 Credits
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?