CPE Catalog & Events

Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges

Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.  

The SECURE Act 2.0 - Planning Opportunities for Individuals

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

Giving Feedback that Delivers Results

Communicaiton Performance Reviews Feedback Management Leadership

GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)

Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87

Form 1120S - Preparation and Analysis

Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations

Ethics for CPAs: The Practical and the Possible

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

The Controllership Series - Financial Statement Preparation

Accounting Finance Financial Statement Preparation

IRS Penalties and Abatements

Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

Ethics and Professional Conduct

Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns

SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit

The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top

Not All Heroes Wear Capes - Cybercrime Edition

What is cyber security Common objections to investing in cyber security 5 steps to effectively protecting critical data

Organizational Effectiveness and Communication

Communication

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals

Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard  

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2

How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle

Accommodation Requests - Substance Abuse - Contagious Infections

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Communication Miracles At Work and In Life - Part 2

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

Achieving Balance in Work and Life - Part 1

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling