CPE Catalog & Events
Fraud’s Greatest Hits!
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Online
3.00 Credits
Member Price: $109
Types of Fraud COSO Fraud Risk Management Guide Techniques for Detecting Fraud Discussion of Accounting Fraud Cases
NOCLAR: Ethics, Audit & Yellow Book Considerations
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Participants will review the scope of the interpretationsThe responsibilities of members in public practice and members in businessConsiderations involving confidentiality, communication, documentation, withdrawal, and further action in the public interest. Related requirements under SAS No. 147 and the 2024 Yellow Book, including how auditors must handle communications related to NOCLAR.
Corporate Storytelling in Financial Reporting
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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Online
2.00 Credits
Member Price: $89
Business Tax Update 2026: Compliance and Planning
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Online
2.00 Credits
Member Price: $89
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
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Online
2.00 Credits
Member Price: $89
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $89
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Metrics Management - Measuring Performance in the Real World
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Online
2.00 Credits
Member Price: $89
Measuring performance using output and unit-based metrics Identifying what truly "causes work" Controllable versus non-controllable costs Assignments versus allocations of overhead Creating financial metrics tied to operations Benchmarking as a performance improvement tool Industry-specific metric examples (retail, manufacturing, healthcare, nonprofit) Using metrics to eliminate waste and inefficiency
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Member Price: $89
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
CPAs and Addictions: Finding Hope and Healing
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Online
2.50 Credits
Member Price: $99
Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct
Comprehensive Audit & SSARS Update
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
Accounting Industry Update 26-27
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Online
8.00 Credits
Member Price: $329
• FASB Technical Agenda and upcoming changes • ASUs • Implementation dates and methods • Audit quality initiatives • Changes to AICPA auditing standards; and PCAOB standards
Driving Corporate Performance: The CFO’s Role in Competitiveness 26-27
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Online
0.00 Credits
Member Price: $329
• Know why successful companies focus their strategy • Translate strategic initiatives into accomplishments
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Online
8.00 Credits
Member Price: $329
• FASB Accounting Standards Codification disclosure requirements • An overview of the disclosure landscape • How materiality enters into disclosure decisions • Navigating the FASB Codification