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CPE Catalog & Events

Showing 2448 All Events Results

How Culture Affects Risks

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Virtual

1.00 Credits

Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing

Ethics: Avoiding the Slippery Slope of Ethical Pressures

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Virtual

4.00 Credits

Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

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Virtual

2.00 Credits

PivotTable basics Row fields Value fields Column fields Filters Updating data automatically in PivotTables Groups and subtotals Value formats

Governmental and Not-for-Profit Annual Update

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Virtual

8.00 Credits

GASB update Not-for-profit accounting update Revenue recognition in not-for-profits FASB's lease standard FASB update Auditor's report and conforming changes Auditing Standards Board update Governmental auditing update

Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders

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Virtual

1.00 Credits

What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways

Accounting for Digital Assets Under U.S. GAAP: Crypto lending and borrowing

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Virtual

1.00 Credits

What is crypto lending? The meaning of commonly used crypto lending terms How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements Which disclosures are applicable based on the facts and circumstances FASB ASU No. 2023-08, Intangibles-Goodwill and Other-Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets

Streamlined Excel Reporting Series Session 2: Working with PivotTables

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Virtual

2.00 Credits

Report type comparison Customizing PivotTable options Format and design options Calculated fields and items Multiple value fields

Risk Is Increasing - and Risk Management Is Evolving

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Virtual

1.00 Credits

Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events

Accounting for digital assets under US GAAP: Derivatives and mining

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Virtual

2.00 Credits

How to recognize a derivative or embedded derivative in a digital asset transaction How to determine if a derivative or embedded derivative meets the net settlement criterion Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives How the mining process is used to validate transactions How revenue is recognized by mining entities.

Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives

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Virtual

2.00 Credits

Show Value As Sorting Filtering PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF) Text Functions (TEXTJOIN and TEXTSPLIT)

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

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Virtual

2.00 Credits

GETPIVOTDATA Text Files and Power Query Data Preparation PivotCharts

Controller Series: Technology - Must Have Excel Competencies

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Virtual

1.00 Credits

Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks

Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties

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Virtual

2.00 Credits

Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties

Ethics in the World of AI: An Accountant's Guide to Managing the Risks

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Virtual

2.00 Credits

Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies

Annual Update for Controllers and Finance Managers: Driving Business Value

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Virtual

7.00 Credits

Economic trends and their effect on business Ways to drive operational efficiency Leveraging technology in finance Cash management and working capital Effective talent management Sustainability and corporate responsibility

Performing Preparation, Compilation and Review Engagements

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Virtual

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

Building Resiliency: The Upside of Stress

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Virtual

1.00 Credits

How your view of stress determines its effect on you Think of stress differently so that it is beneficial rather than harmful The benefits of stress How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it

Preparation, Compilation, and Review Engagements: Update and Review

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Virtual

4.00 Credits

Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects

Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations

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Virtual

4.00 Credits

Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship

MBAExpress: Emotional Intelligence - V 2.0

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Virtual

1.00 Credits

What is emotional intelligence? Benefits of emotional intelligence Steps to increase your emotional intelligence Emotional intelligence in decision-making Self-awareness Skills to get ahead Relationship management