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CPE Catalog & Events

Showing 2461 All Events Results

Finance Business Partnering: The Essentials

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Virtual

8.00 Credits

Finance evolution and performance Barriers and how to overcome them Impact of technology Restructuring for the digital age Best behaviors Lessons on influence from psychology Communication Visual presentation

Risk Management Techniques and Tools

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Virtual

2.00 Credits

Enterprise risk management ISO 31000:2018 principles COSO ERM framework Tools and techniques in risk awareness and management Value stream perspective for enterprise risk management

Finance Business Partnering: A Roadmap to Strategic Influence

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Virtual

1.00 Credits

The session is organized into five sections addressing the following key topics: 1. The Evolution of the Finance role 2. Defining Business Partnering 3. Building Relationships 4. Business Acumen 5. Strategic Thinking and Problem Solving

Taxation of Property Transactions - Tax Staff Essentials

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Virtual

4.00 Credits

Sections 1231, 1245, and 1250 Depreciation recapture Capital gains and losses Nonrecognition transactions

Obtaining an Understanding of Internal Control

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Virtual

1.00 Credits

Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming

Performing a Single Audit Under the Uniform Guidance

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Virtual

8.00 Credits

Fundamentals of a compliance audit performed under the Uniform Guidance Identifying federal awards and major programs Pass-through entities and subrecipients Schedule of expenditure of federal awards (SEFA) Using the compliance supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Writing an audit finding and reporting requirements of a single audit

Documenting Internal Control

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Virtual

1.00 Credits

Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control

COSO's Internal Control Framework Essentials

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Virtual

3.50 Credits

Components and principles of internal control Concepts associated with the COSO framework Management responsibilities versus auditor responsibilities Common significant accounting processes Tools and techniques used for internal control documentation

Yellow Book: Application of GAGAS Principles

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Virtual

3.00 Credits

Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review

Documenting Your EBP Audit: What You Need to Know

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Virtual

8.00 Credits

Audit planning Risk assessment and control testing Documentation best practices for investments and notes receivable Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense Participant data and participant accounts Initial audits, plan mergers, and other issues

Finance Business Partnering: Influence to Impact

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Virtual

8.00 Credits

An overview of the finance business partner Developing business acumen Business model generation Strategic planning process Improving the impact of your communication Read your stakeholders better Communication insights

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

Current and Upcoming FASB Issues

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Virtual

1.00 Credits

FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects

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

Current Audit Environment and ASB Activity

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Virtual

2.00 Credits

Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)

The AI-Ready CPA: Leading Finance Through Change

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Virtual

1.00 Credits

The pressures on finance The AI Revolution in Finance Building a Future-Ready Mindset Driving Innovation with AI The CPA as a Change Champion

Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know

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Virtual

4.00 Credits

Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price

Leases: Mastering the New FASB Requirements

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Virtual

8.00 Credits

Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions Presentation and disclosure requirements

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

AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity

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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.