CPE Catalog & Events
Current Issues in Performing Yellow Book Audits
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Latest developments relevant to Yellow Book auditsBe prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards
Top 10 Business Myths and How to Avoid Them
-
Online
2.00 Credits
Member Price: $79
What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Online
4.00 Credits
Member Price: $129
Business Management Organization
Cybersecurity 101 for CPAs
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The typical IT architecture and technology components that reside in an IT environmentSpecific cybersecurity controls that are applied at each layer within an IT environmentAn overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls
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
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
-
Online
2.00 Credits
Member Price: $99
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Sustainability: Doing Well by Doing Good
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Triple bottom lineSustainable business practicesincorporating sustainability into every business decision
Powerful Public Speaking: Communicate With Confidence
-
Online
3.00 Credits
Member Price: $89
Communications
2024 AICPA Regulatory Ethics Update
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
HR Guide to Evolving Business Strategy, Finance and Development
-
Online
1.00 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Tax Planning-Buying and Selling C Corporations 2024
-
Online
2.00 Credits
Member Price: $89
Taxable asset sales, sale of stock of the corporation and stock redemptions Tax treatment of transaction costs of acquired intangibles, IRC 197 Seller consulting and employment agreements Installment sales Sales of stock to Employee stock ownership plan Tax-deferred acquisitive corporate reorganizations Net operating losses and tax credits of acquired corporate business The basics of stock sales eligible for Sec. 1202 and Section 1244
The Omniverse and Metaverse for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Brief History of Experience-Sharing TechnologiesOmniverse and Metaverse BasicsThe Enterprise MetaverseLeading Case Studies and Platforms to DateNon-Fungible TokensDigital TwinsImmersive LearningRemote PresenceReality Editors and Product ExperienceVisual InspectionSynthetic MediaImmersive ExperiencesHolodeck TechnologyUniversal Basic RealityMetaverse Starter Strategy for Accountants
A 7-Step Framework for Marketing Client Accounting Services
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An efficient process to identify, attract and consultatively sell CAS to new prospectsRemain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channelsHow to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
Retirement Penalties and Rollover Issues 2024
-
Online
2.00 Credits
Member Price: $89
What the IRS knows: Forms 1099R and 5498 Exceptions to the ten percent penalty Secure 2.0 changes to the late payment penalty History of the 60-day Rule and Recent Developments Rulings and self-certification Form 5329 use and strategies
2024 The Psychology of Fraud
-
Online
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
2024 White-Collar Crime: What Every CPA Should Know
-
Online
2.00 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
What You Can Learn From the Statement of Cash Flows
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
The Seven High Quality Questions that Lead to Success & Solutions
-
Online
2.50 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Deep Dive Into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
K2's Accessing And Managing Data In Excel
-
Online
4.00 Credits
Member Price: $129
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations