CPE Catalog & Events
Accountants, Meet Chatbot: Starting ChatGPT Conversations
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF
Performance Targets That Deliver Results Without Burnout
-
Online
1.00 Credits
Member Price: $39
Performance target design Target testing
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
-
Online
2.00 Credits
Member Price: $109
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective
2024 Governmental GAAP Update
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Creating a High Performance Culture - Post Pandemic
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Why Culture MattersWorkforce ChallengesCreating a High Performance CulturePractical Tools
Financial Acumen for the HR Professional
-
Online
1.00 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
Dashboard and Report Design Principles Using Excel
-
Online
4.00 Credits
Member Price: $129
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
-
Online
4.00 Credits
Member Price: $129
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
Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour
-
Online
4.00 Credits
Member Price: $129
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Aligning Analytics to COSO's Fraud Risk Management Principles
-
Online
1.00 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Navigating Leaves of Absence
-
Online
1.00 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Introduction to Forensic Data Analytics
-
Online
2.00 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online
2.00 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
KPI Bootcamp for Small Businesses
-
Online
5.00 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
-
Online
1.00 Credits
Member Price: $59
Health and Wellness Burnout Stress Management Employee Engagement
5 Steps to Cultivate a Values-Based Approach to Governance
-
Online
1.00 Credits
Member Price: $59
Employee engagement Values-based governance Organizational culture Employee relations
2024 Nonprofit Taxation Rules and Form 990
-
Online
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
-
Online
2.00 Credits
Member Price: $118
Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success
-
Online
4.00 Credits
Member Price: $159
Inventory management vs. inventory control Inventory analysis methods and KPIs Top inventory management trends Inventory analysis: methods and KPIs Inventory management trends for retailers Inventory management and supply chain management Top trends in warehouse management Supply chain inventory optimization
Cases in Corporate Ethics: Discuss Real Life Conflicts
-
Online
4.00 Credits
Member Price: $149
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?