CPE Catalog & Events
The ABCs of Advisory Services
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Online
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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Online
1.00 Credits
Technology Cybersecurity
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
Social Media: The Bare Necessities
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Online
1.00 Credits
Communication Social Media Marketing Publicity Public Relations Business Strategy
Organizational Effectiveness and Communication
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Online
1.00 Credits
Communication
Progressive Management Accounting
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Online
2.00 Credits
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Drive Results with Metrics
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Online
2.00 Credits
Performance Metrics Budgets
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
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Online
2.00 Credits
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Managing Your Money in Retirement
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Online
3.00 Credits
Social Security Retirement Asset allocation Fraud
Business Consulting for CPAs
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Online
4.00 Credits
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Performance Targets That Deliver Results Without Burnout
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Online
1.20 Credits
Performance target design Target testing
Public Speaking and Confident Communication in Business
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Online
1.00 Credits
Communication Public Speaking Presentation Skills
The Controller Function - Cash and Investments
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Online
1.40 Credits
Accounting Finance
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Planning in an Uncertain World
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Online
2.00 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Measuring Audit Risks
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Online
3.00 Credits
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
The Art of Marketing for CPAs
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Online
4.00 Credits
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career