CPE Catalog & Events
ESOP Series Module 1: Introduction To Employee Ownership
Available Until
Online
1.00 Credits
Member Price: $49
Overview of employee ownership forms: ESOPs, worker cooperatives and EOTs Benefits and challenges of employee ownership Role of the Employee Ownership Advisor
ESOP Series Module 2: Employee Stock Ownership Plans (ESOPs)
Available Until
Online
1.00 Credits
Member Price: $49
Structure, Purpose, Features of ESOPs Tax Advantages Legal Considerations
ESOP Series Module 3: Worker Cooperatives
Available Until
Online
1.00 Credits
Member Price: $49
Structure, Purpose, Features of Co-Ops Tax Advantages Legal Considerations
ESOP Series Module 4: Employee Ownership Trusts (EOTs)
Available Until
Online
1.00 Credits
Member Price: $49
Structure, Purpose, Features of EOTs Tax Advantages Legal Considerations
Easy Update and Inflation Adjustments
Available Until
Online
6.00 Credits
Member Price: $139
Tax brackets Tax credits Deductions Education credits Business deductions and credits Retirement plan contribution and phaseout limits Gift and estate taxes
Effective Decision Making
Available Until
Online
2.00 Credits
Member Price: $69
Effective decision making Problem solving Cognitive biases Stereotypes Values
Effective Feedback
Available Until
Online
2.00 Credits
Member Price: $69
Elements of effective feedback Proper feedback delivery Successful feedback seeking
Effective Time Management
Available Until
Online
2.00 Credits
Member Price: $69
Prioritizing work Leveraging relationships Protecting work time Learning to say no
Elder Care Confidential
Available Until
Online
1.00 Credits
Member Price: $49
Elder Care Confidential, Cautionary Tales for Adult Caregiver and Caretakers of Parents and
Embracing Your Imposter Syndrome
Available Until
Online
1.00 Credits
Member Price: $49
Imposter syndrome awareness Overcoming self-limiting beliefs Embracing true worth
Employee Benefit Plans Audit Documentation
Available Until
Online
1.00 Credits
Member Price: $49
Employee Benefit Plans Auditing and Accounting Update
Available Until
Online
1.00 Credits
Member Price: $49
Recently effective auditing standards (SAS 142 - 145) Auditing standards on the horizon (SAS 146) New and clarifying guidance related to accounting standards
Employee Benefit Plans Common Retirement Plan Errors
Available Until
Online
1.00 Credits
Member Price: $49
ú The top compliance errors impacting retirement benefit plans ú The available correction options under IRS or DOL rules ú The potential impact of recent legislation, including SECURE and SECURE 2.0
Estate Planning Essentials
Available Until
Online
10.00 Credits
Member Price: $239
Estate Planning Estate & Gift Taxes Wills & Probate Trusts Post-Mortem Planning & Tax Return Requirements Estate Planning & The Internet
Ethics in the Real World
Available Until
Online
4.00 Credits
Member Price: $99
Why model codes of ethics fail The science behind organizations "Ethical DNA" Understanding the psychology behind "Tone at the Top" The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals "fixed" or can we learn to improve
Excel Macros
Available Until
Online
2.00 Credits
Member Price: $69
Macro recorder Visual basic editor Quick access toolbar
Excel Power User Module 10: Getting, Preparing and Summarizing Data
Available Until
Online
2.00 Credits
Member Price: $69
External data Text files Data preparation Accounting system data Getting graphic
Excel Power User Module 1: Fundamental Features
Available Until
Online
2.00 Credits
Member Price: $69
Selected shortcuts Named references tables Data validation Conditional formatting basics
Excel Power User Module 1: Fundamental Features
Available Until
Online
2.00 Credits
Member Price: $69
Selected shortcuts Named references tables Data validation Conditional formatting basics
Excel Power User Module 2: Fundamental Functions, Concepts, Techniques
Available Until
Online
2.00 Credits
Member Price: $69
Better summing Skinny row Hide worksheets Highlight input cells Workbook organization Worksheet organization Nested functions Selection groups Workbook design principles