CPE Catalog & Events
Ethics and Professional Conduct
-
Virtual
2.00 Credits
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
Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
-
Virtual
1.50 Credits
Contract accounting Revenue recognition Leases
Yellow Book: Staying Compliant With Government Auditing Standards
-
Virtual
8.00 Credits
Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements and reviews of financial statements Fieldwork and reporting standards for performance audits
Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
-
Virtual
2.00 Credits
EOMONTH MONTH and YEAR DATE CONCAT basics SUMIFS with CONCAT
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
-
Virtual
3.50 Credits
Dynamic headers Horizontal reports Mapping Tables Data Validation Improve error checking Concepts applied
Planning for the Sunset of the TCJA
-
Virtual
2.00 Credits
Marginal tax rate increases and changes to brackets Expiration of bonus depreciation provisions Reduction in the Child Tax Credit and return of personal exemptions Estate and gift tax planning under reduced exemptions Impact of the SALT cap elimination on high-income taxpayers Alternative Minimum Tax (AMT) changes Qualified Business Income (QBI) deduction sunset provisions Planning strategies for individuals and businesses before 2026"
Ethics without Fear for Accounting and Finance Professionals
-
Virtual
2.00 Credits
Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.
Excel for Accounting Professionals Session 1: Tables and Named References
-
Virtual
2.00 Credits
Excel conventions Critical shortcuts Named references Tables
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
-
Virtual
2.00 Credits
Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row
MBAexpress: Effective Change Management - V 2.0
-
Virtual
1.00 Credits
Different personality traits and how they might react during a time of change The five change management principles Kotter's 8 step change model The Murphy plow story
Reviewing Individual Tax Returns: What Are You Missing?
-
Virtual
4.00 Credits
Qualified business income deduction Hobby losses Self-employment health insurance Business start-up costs Depreciation Schedule C issues Like-kind exchanges Clean vehicle credit
Look Lead Love Learn
-
Virtual
1.50 Credits
Collaborate and connect with others Innovate Inspire others Build a strong and future-ready culture in your company Conquer complexity with collaboration
SOC 2r Report Walkthrough
-
Virtual
2.00 Credits
Sections within a SOC 2 report CUEC considerations Inclusive versus carve-out methods of reporting on controls at subservice organizations Report opinion types SOC 3 reporting Bridge letters
Ethics without Fear for Accounting and Finance Professionals
-
Virtual
2.00 Credits
Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.
Construction Contractors: Auditing Considerations
-
Virtual
4.00 Credits
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
Conducting a Remote Audit
-
Virtual
4.00 Credits
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
-
Virtual
1.00 Credits
Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.
Lessee and Lessor Accounting
-
Virtual
2.00 Credits
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Performing Preparation, Compilation and Review Engagements
-
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
Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits
-
Virtual
3.00 Credits
Key Topics Auditor reporting standards Auditing Standards Board updates Common audit deficiencies SQMS No. 1 and SQMS No. 2 2024 Yellow Book revision
