CPE Catalog & Events
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Cost and Pricing Models: Creating an Effective Tool
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Online
2.00 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
IRS Highly Effective Penalty Relief Strategies
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:The basis for penalty reliefDiffering options for penalty reliefEmploying an effective strategy using different forms of penalty reliefAppealing any proposed rejectionsA clever penalty relief strategy for full pay case
2024 Practical Ethics and Circular 230 Compliance for CPAs
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Online
4.00 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Member Price: $39
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
2024 Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs
2024 Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Audit Evidence Digital
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
Common Yellow Book & Single Audit Deficiencies - 2023
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Online
4.00 Credits
Member Price: $129
ICOC Compliance Testing Major Program Determination
2024 What's Going on at the AICPA
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Online
4.00 Credits
Member Price: $129
Group Audits Quality Management Less Complex Entities
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Online
1.00 Credits
Member Price: $55
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
Navigating Difficult Conversations with Clients
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Online
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
2024 New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
2024 Multistate Taxation - Issues and Planning Opportunities
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Online
8.00 Credits
Member Price: $225
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
What's New in Excel
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
2024 Performance Management - Hiring to Retiring
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Online
1.00 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
2024 Accounting & Attestation for ESG
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Online
2.00 Credits
Member Price: $79
ESG Sustainaibility