CPE Catalog & Events
Critical Thinking for Financial Professionals
-
Online
1.00 Credits
Member Price: $55
Two Systems of ThinkingSystem 1System 2 How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
Online
1.50 Credits
Member Price: $49
Accounting Finance Cashflow
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
-
Online
2.00 Credits
Member Price: $79
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
ChatGPT Bootcamp for CPAs with John Higgins
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Conducting a Remote Audit
-
Online
4.00 Credits
Member Price: $213
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
Walter Haig's SSARS Prep, Comp and Review Update
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
Online
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Shortcuts that Excel Users Love
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
The Controllership Series - Addressing Budgeting Uncertainty
-
Online
1.00 Credits
Member Price: $39
Accounting Finance
The Controller Function - Elevating the Role
-
Online
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Avoiding Budget People Issues: Managing Budgeting's Soft Side
-
Online
2.00 Credits
Member Price: $79
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
Audit 307: Client and Profitable Engagement Management
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
CFO Series: Beyond the Boardroom Best Governance Practices
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accountability in the workplace.Leadership, governance and ESG (Environmental, Social and Governance).The role of the Board in governance.Setting ethical standards.The keys to true governance best practices.Practical applications in smaller organizations.
Profitability Pricing: Boost your Bottom Line
-
Online
2.00 Credits
Member Price: $109
Competitive bids Achieving target profitability
Financial Reporting Changes in Greater Detail 2024
-
Online
4.00 Credits
Member Price: $159
Reformatted financial statement details RFS impact on business operations Ten action items for immediate consideration Five cases
Building a Better Budget in a Time of Uncertainty
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour
-
Online
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Steps to Stop External Fraud
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Forensic and Fraud Interviewing Techniques and Skills
-
Online
2.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance