CPE Catalog & Events
Microsoft 365 Deployment Best Practices
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Member Price: $39
Communication Feedback Management Leadership
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
The Successful Family Business
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Online
4.00 Credits
Member Price: $129
Business Management Organization
Create Paginated Reports with Power BI Report Builder
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Assessing Independence Under the New Yellow Book
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Online
1.00 Credits
Member Price: $39
Independence Threats Safeguards
Determining Reasonable Compensation for Owner Employees
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
Tax Planning with Retirement Plans for 2024 & 2025
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Online
2.00 Credits
Member Price: $89
An objective look at retirement plan selection Pros and cons of different plan types
Public Speaking and Confident Communication in Business
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Online
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
2024 A Guide to Sampling - Part 1
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Online
2.00 Credits
Member Price: $79
Sampling Monetary Unit Sampling
2024 Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
Member Price: $79
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
The Power of a Good Story!
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Online
4.00 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
How to Create an ROI-Based Marketing Plan for Your Firm
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $39
Accounting Finance
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Online
1.00 Credits
Member Price: $39
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
2024 S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $79
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest Discuss how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Ethics in Today's World and Practical Application Tips
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Online
2.00 Credits
Member Price: $85
Explore a time-line of business ethical issues and understand the "why's around their occurrence" Evaluate ethical theories Explore risk factors for identifying ethical situations Practical tips for profiling and dealing with ethical culture Practice you knowledge with real-life ethical scenarios
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $118
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Reviewing S Corporation Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $213
Form 1120-S Schedule K-1 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797