CPE Catalog & Events
Hot Topics Accounting Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Remote Leadership Lab: Strategies for Leading High-Performing Remote Teams
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Online
24.00 Credits
Member Price: $350
Feb. 16–20: Module 1 — EngagementIn this module, we explore why engagement is essential and why leaders at all levels play a critical role in building it. You'll learn a practical methodology for evaluating engagement on remote teams and identifying patterns that impact performance. We’ll introduce the Three Core Pillars of Engagement — Inspiration, Trust and Community — and examine how they work together to create a motivated, connected workforce. You’ll also gain tools and strategies to build strong relationships and intentionally build engagement across remote and hybrid teams. A real-world case study will bring these concepts to life, demonstrating how engagement can be strengthened — even from a distance.Mar. 2–6: Module 2 — Communication & CollaborationBuilding on the foundation of engagement, this module explores communication as a core leadership competency that directly shapes trust, cohesion and team performance. You will learn how to lead remote teams more effectively by strengthening your ability to communicate with clarity, empathy and presence by developing a communication plan supported by the right tools and a clear set of team communication norms.We’ll explore practical strategies for eliminating ambiguity, adapting communication styles and building understanding across diverse teams. Key concepts include strengthening listening skills, asking meaningful questions and identifying (and avoiding) communication fatigue on remote teams.We’ll also explore a framework for navigating difficult conversations and delivering feedback that builds trust rather than resistance. A focus on executive presence in virtual settings will help leaders show up with confidence and emotional intelligence — making every interaction a leadership moment.Mar. 16–20: Module 3 — Productivity & Work-Life BalanceBuilding on the foundation of engagement and communication, this module focuses on what productivity truly means in a remote setting — and how leaders can drive sustainable performance across distributed teams.You'll learn why it's important to define productivity in terms of outcomes — not activity — and how to eliminate the common pitfalls that derail remote performance: unclear goals, misaligned priorities and lack of structure. We’ll introduce the Productivity Pyramid — a model that ties performance to clarity, systems, habits and aligned priorities, and explore how leaders can create a consistent weekly rhythm that supports flow and focus.This module emphasizes time leadership over time management, equipping participants with practical habits for leading their own time, guiding their team’s focus, and minimizing the cognitive load of tools and multitasking. Through real-world frameworks and interactive exercises, leaders will identify productivity blockers and learn how to make small, high-impact shifts.The session concludes with strategies for turning vision into execution through planning, accountability and measurable outcomes — reminding us that productivity begins with intention and thrives through consistent leadership.Mar. 30–Apr. 3: Module 4 — Onboarding, Training & MentorshipThis module focuses on how to strategically onboard and support new team members in a remote environment to accelerate productivity, foster engagement and reduce burnout and turnover. Participants will learn how thoughtful onboarding — starting even before day one — can shape team culture, performance and retention across remote and hybrid settings.We’ll explore a step-by-step approach to effective remote onboarding — from pre-arrival preparation to first-week integration and beyond. Participants will gain tools to create welcoming experiences, set clear expectations and build strong early connections within the team.The module also introduces a framework for intentional mentorship and training. A common concern for organizations with remote teams is how to effectively train new hires and ensure junior employees receive meaningful mentorship from a distance. We’ll explore how to bridge the gap and design programs that support skill development, build confidence and help early-career employees see a path for growth within your organization. Leaders will learn how to create personalized learning plans, establish mentorship touchpoints and provide the guidance new team members need to thrive.The session wraps with strategies for measuring onboarding effectiveness and using feedback to drive continuous improvement. Whether you're building a new onboarding program or refining an existing one, this module offers a practical roadmap to help your people feel supported, connected, and ready to succeed.
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $59
Appreciation Languages of appreciation Appreciation strategies
ChatGPT and Complex Financial and HR Conversations
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
1040 Tax Prep Automation with AI Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.
Revenue Recognition Topic 606 - Identify the Contract Part 1
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Online
1.20 Credits
Member Price: $59
Revenue Recognition
Powerful Public Speaking
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Online
1.50 Credits
Member Price: $59
Communications
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $109
Inventory accounting GAAP Methods for dealing with variances
Monthly Federal Tax Updates - February 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $59
Emotions Relationships Emotional Intelligence Communication
Rewards & Recognition Strategies for Leaders
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Online
1.00 Credits
Member Price: $59
Leadership Recognition Total Rewards Employee Engagement
The Value of Conflict
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Online
1.00 Credits
Member Price: $59
Conflict resolution
Financial Decisions that Led Two Businessmen to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Mergers and Acquisitions: Complete Guide to Relevant Issues
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Online
2.00 Credits
Member Price: $109
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $129
Social Security Retirement Asset allocation Fraud
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
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Online
4.00 Credits
Member Price: $159
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Ethics and Technology for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.