CPE Catalog & Events
Payroll Essentials: Payroll Returns Done Right
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Online
2.00 Credits
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
Consideration of Fraud in a Financial Statement Audit
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Online
2.00 Credits
The major topics that will be covered in this course include:The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement AuditReviewing the components of the fraud triangleA Fraud Prevention Checklist to be used by auditors and shared with their clientsA review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entitiesOther important matters covered in AU-C 240
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
How to Create an ROI-Based Marketing Plan for Your Firm
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Online
1.00 Credits
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
K2's 2024 Saving Time With Electronic Forms
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Online
1.00 Credits
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
Organizational Effectiveness and Communication
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Online
1.00 Credits
Communication
Independence and Conflicts of Interest
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Online
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: OlympusCase Study: Buca di Beppo
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
Performing a Single Audit Under the Uniform Guidance
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Online
8.00 Credits
Fundamentals of a compliance audit performed under the Uniform Guidance Identifying federal awards Pass-through entities and subrecipients Schedule of expenditure of federal awards (SEFA) Determining major programs Using the compliance supplement Uniform guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Writing an audit finding Reporting requirements of a single audit
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.80 Credits
Communication Leadership Character Behavior
Invest in Your Mental Health and Avoid Burnout
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Online
2.00 Credits
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
Audit 503: Management - Being a Balanced Leader-Manager
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Online
2.00 Credits
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Online
4.00 Credits
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
The Ethic of Self-Esteem For Women
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Online
2.00 Credits
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
Prioritizing Mental Health in the Post-COVID Workplace
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Online
1.20 Credits
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Preparing for & Conducting Discharge Meetings
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Online
1.20 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Maintaining a Harmonious Working Environment
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Online
1.20 Credits
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Performance Management in Challenging Times
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Online
2.00 Credits
The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Section 199A qualified business income deduction Home office Hobby losses Self-employment health insurance Business start-up costs Depreciation Unreported income Schedule C issues Like-kind exchanges Self-employment tax Sections 1202 and 1244 stock Charitable contributions of property