CPE Catalog & Events
PowerPoint Fundamentals - Create Engaging Presentations
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Presentation design best practicesOrientation to the PowerPoint features functionsUsing templates, themes and slide layoutsStep-by-step guide to designing and creating a presentationAdding graphics, photos and other objectsPreparing for the delivery of your presentation
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 2024
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Online
2.00 Credits
Member Price: $89
Setting up a chart of accounts Reviewing the estate plan Distinguishing between "income" and "principal" Understanding the relationship of fiduciary accounting to fiduciary taxation
Surgent's Excel Shortcuts for Accountants
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Online
2.00 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Online
2.00 Credits
Member Price: $99
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Tales from the Darkside: IRS Enforcement of Cryptocurrency
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Overview of Bitcoin and cryptocurrenciesDefinition of proof of work and proof of stakeTax laws regarding cryptocurrency transactionsDefinition of common money laundering laws involving cryptocurrenciesTools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigationsReal life examples of cryptocurrency used in criminal activities
Auditing Impairment of Long-Lived Assets
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
Real Estate Professionals, Passive Activity and Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
The Civil Advantage: Ethics and Civility in Disquieting Times
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Online
2.00 Credits
Member Price: $79
civility ethics
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Communication Miracles At Work and In Life - Part 1
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Online
4.00 Credits
Member Price: $129
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
PowerPoint for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
Creating a Culture of Trust in a Fraud-filled World
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.Consider the concept of trust and how can you establish real trust within your organization.Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
Mental Models for CPAs: How to Use Cognitive Frameworks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit
Power, Influence, and Ethics
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Online
2.00 Credits
Member Price: $79
The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
Excel - Functions and Formula Shootout
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
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Online
4.00 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
Member Price: $129
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
The Social Media Blueprint for Accounting Firms
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.