CPE Catalog & Events
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Basic Staff Tax Training: Individual 26-27
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Online
8.00 Credits
Member Price: $329
• Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return • Identify and be able to implement basic individual income tax planning ideas for clients • Familiarity with several source documents utilized in the preparation of an individual income tax return • Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Financial Statement Analysis 26-27
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Online
8.00 Credits
Member Price: $329
• How to extract necessary information • Financial ratios that are used as analytical tools • The proper understanding of accounting terminology • Basic ratio tools • Cash flow • Working capital
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
The Ethic of Recruitment and Selection
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
It Takes a Village: How Aligning With Others Can Boost Your Firm Revenue
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Online
1.00 Credits
Member Price: $39
How strategic partnerships benefit both the firm owner as well as their clients Tips to Extend professional networks and seek out partnerships Importance of regularly accessing partnerships and agreements to ensure maximum benefits for all
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
Revenue Recognition - Allocate the Transaction Price
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Online
1.80 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
IFRS Update
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Online
2.00 Credits
Member Price: $89
Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as: o Costs charged to PP&E in the "testing&" phase o Calculating onerous contract costs o Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o Classification of liabilities as current o Defining accounting estimates
Bears Will Be Bears - Fraudsters Too
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Online
2.00 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $89
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Partnerships: How to Calculate Partner Basis
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Online
2.00 Credits
Member Price: $89
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Introduction to Governmental Accounting
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Online
2.00 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Online
2.00 Credits
Member Price: $89
GETPIVOTDATA Text Files and Power Query Data Preparation PivotCharts
The Many Faces of Fraud
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Online
2.00 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
Tax Season and OBBBA Update for Business with Steve Dilley
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update on significant 2025-26 business tax developments and related cases and rulingsReview of recent business tax provisions and their integration into tax formsDepreciation changes in Section 179 and Sec. 168(k) bonus depreciationTax issues impacting “gig” workers, including Form 1099-KRulings on OBBBA of 2025 business provisions.
Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $250
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Strategic CFO Series - Big Picture Skills
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Online
8.00 Credits
Member Price: $250
Strategic CFO – Strategic Financial Communications Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together Strategic CFO – Developing Strategy and the Why Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders Strategic CFO – Strategic Risk Management Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization Strategic CFO – Strategic Cash Management What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
Member Price: $89
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership