CPE Catalog & Events
2024 Moving Beyond the Basics of Excel
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Online
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.50 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 Advanced Excel: Hidden Secrets and Gems
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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
Coaching & Counseling - Performance Management
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Online
1.00 Credits
Member Price: $59
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
2024 Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Introduction to Single Audit
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Online
2.00 Credits
Member Price: $79
Compliance Federal Funds Single Audit
2024 Fiduciary Accounting: Fundamentals & Rules
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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
The Controllership Series - Financial Statement Preparation
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Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $129
Remote workforce Employee retention Staff turnover
The Successful Family Business
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Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Tax Season Update with Steve Dilley
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Online
4.00 Credits
Member Price: $225
Update and integration of recent tax legislation impacting 2024 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Online
1.00 Credits
Member Price: $59
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
2024 Productivity Hacks for Working Remote
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Online
1.00 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
Member Price: $109
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
2024 Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Achieving Balance in Work and Life - Part 1
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Online
4.00 Credits
Member Price: $159
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it 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 prevent dementia and brain “fog” using specific supplements and exercise 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
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $159
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
2024 What's Going on at the AICPA
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Online
4.00 Credits
Member Price: $129
Group Audits Quality Management Less Complex Entities
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Member Price: $49
Accounting Finance Cashflow