CPE Catalog & Events
Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $59
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply?
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Online
2.00 Credits
Member Price: $109
Common third party verification requests Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements Critical elements of professional standards that may apply to nonattest and attest services performed Establishing an understanding with the client regarding the nature and scope of services
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Member Price: $59
Accounting Finance Procurement Operations
Global Internal Audit Standards (GIAS) Domain IV - Part 1
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Online
2.40 Credits
Member Price: $109
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $109
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
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
Spring Tax Update for Business with Steve Dilley
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Online
4.00 Credits
Member Price: $159
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of Inflation Reduction Act provisions impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts
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Online
8.00 Credits
Member Price: $275
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
Global Internal Audit Standards (GIAS) Domain IV - Part 2
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Online
2.00 Credits
Member Price: $109
Internal audit Standards GIAS Accounting Auditing
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
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
Member Price: $159
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Addressing Misconduct
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Online
1.00 Credits
Member Price: $59
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
Asset Misappropriation - Let Me Count the Ways
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Online
2.00 Credits
Member Price: $109
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $129
Social Security Retirement Asset allocation Fraud
The Controller Function - Cash and Investments
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Online
1.40 Credits
Member Price: $59
Accounting Finance
IRS Cybersecurity Checklist
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Online
2.00 Credits
Member Price: $109
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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Online
4.00 Credits
Member Price: $159
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that
Spring Tax Update for Individuals with Steve Dilley
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Online
4.00 Credits
Member Price: $159
Recent legislative developments, cases and rulings impacting individual taxpayers Disaster Relief Act of 2024 Expiring TCJA provisions SECURE Act 2.0 Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation
Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Member Price: $59
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $109
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment