CPE Catalog & Events
Introduction to Forensic Accounting
-
Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
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
Ethics: Plain Talk About IRS Ethics and Conduct
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS
Managing a Hybrid Workforce 2024
-
Online
1.00 Credits
Member Price: $49
Leadership Development Management
Simplify Outlook Meeting Scheduling with Office 365 Bookings
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this course include: Overview of the Bookings app functionalityStep by step demonstration of how to setup your private Bookings web pageDefining your meeting types / servicesConfiguring text message reminder notificationsSetting your scheduling policiesCustomize your Bookings page form to capture important information while booking an appointment.Integrate with Microsoft Teams Meetings
Inventory, Expense and Payroll Fraud
-
Online
2.00 Credits
Member Price: $109
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
2024 Rewards & Recognition Strategies for Leaders
-
Online
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Minimizing Workplace Warfare
-
Online
1.00 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Online
1.00 Credits
Member Price: $39
Accounting Finance
2024 Performance Management - Hiring to Retiring
-
Online
1.00 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
The Controllership Series - The Financial Close Process
-
Online
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
2024 PowerPoint: Tips & Tricks for Today's Accountant
-
Online
2.00 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
2024 Advanced Excel: Hidden Secrets and Gems
-
Online
2.00 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
2024 Upholding Independence While Holding Your Client's Hand
-
Online
2.00 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
2024 The Preparation of Form 706 and 709 - Understanding the Law
-
Online
2.00 Credits
Member Price: $79
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
2024 Tax Practice Ethical Challenges and Circular 230
-
Online
2.00 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
Online
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Advanced Negotiations: Beyond Getting to Yes
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpart
2024 Partnerships/LLCs: Understanding Tax Basis Capital Accounts
-
Online
2.00 Credits
Member Price: $79
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another How to determine a partner’s share of the partnership’s liabilities Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” rules and how they impact Schedule K-1 reporting