CPE Catalog & Events
2024 Federal Tax Update - Partnership Updates
-
Online
2.00 Credits
Member Price: $79
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception
The Power of a Good Story!
-
Online
4.00 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
PFP Update: Issues, Exposures and Developing Client Strategy 2024
-
Online
2.00 Credits
Member Price: $89
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
2024 Stand Out - How to Create a Unique Employer Brand
-
Online
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
The Controllership Series - The Controllers Role in Procurement Function
-
Online
1.00 Credits
Member Price: $39
Accounting Finance Procurement
2024 Yellow Book Update
-
Online
2.00 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour
-
Online
4.00 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
2024 Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Member Price: $39
Internal Controls Over Compliance Compliance Single Audits
State Tax Nexus: Frequently Awkward Questions
-
Online
2.00 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
-
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
Understanding and Preventing Budget Calamities
-
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
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
Progressive Management Accounting
-
Online
2.00 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
-
Online
2.00 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Accounting for Leases
-
Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
The Controllership Series - Financial Statement Preparation
-
Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Advanced Budgeting - Balance Sheet and Cash Flow Projections
-
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
Fraud Risk Management
-
Online
2.00 Credits
Member Price: $109
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
What Does Fraud Look Like?
-
Online
2.00 Credits
Member Price: $109
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
2024 Forgotten Managerial Accounting Tools
-
Online
2.00 Credits
Member Price: $79
Cost-volume-profit analysis, including target profit and break-even calculations Relevant costs and decision-making Activity-based costing Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis