CPE Catalog & Events
2024 Fiduciary Accounting: Fundamentals & Rules
-
Online
2.00 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Audit 306: Reviewing Workpapers - A Role in Quality Control
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
Surgent's Critical Conversations
-
Online
2.00 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Exchange Transactions vs. Contribution for NPOs
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Key changes from recent accounting standard updates affecting the determination of an exchange transaction versus a contributionEnhanced disclosure and reporting requirements for contributionsClarifications related whether a contribution is restricted or conditionalNew definitions related to barriers and right of return or right of release related to conditional contributionsOther important matters contained in ASU Nos. 2014-09 and 2018-08
Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
-
Online
1.50 Credits
Member Price: $94
Contract accounting Revenue recognition Leases
Talk This Way - Communication Skills for the CPA
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
Google Sheets for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Online
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
2024 The AB5s of Employees and Independent Contractors
-
Online
2.00 Credits
Member Price: $79
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
Adobe Acrobat Tips for Working with PDF Files
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Online
4.00 Credits
Member Price: $129
Business Management Organization
Introduction to the Property & Casualty Insurance Industry
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
-
Online
2.00 Credits
Member Price: $79
Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively
Appreciation Intelligence: The New AI
-
Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Social Media: The Bare Necessities
-
Online
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
-
Online
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Online
1.00 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Organizational Effectiveness and Communication
-
Online
1.00 Credits
Member Price: $39
Communication
Clear. Confident. Compelling. - Communication Strategies for Women in Business
-
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
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
-
Online
1.00 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation