CPE Catalog & Events
Leading in Exponential Times
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Online
1.00 Credits
Member Price: $75
The 5 C's of leading during exponential times Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic Learn about the skills you will need to thrive in a world of exponentials Create a winning culture that can thrive in the VUCA world Become a proactive future-focused leader that drives transformation and avoids disruption
Conducting Human Resource Investigations
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Online
1.00 Credits
Member Price: $59
Research Analysis Interviewing Documenting Reporting Results
Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
Member Price: $109
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Introduction to Forensic Data Analytics
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Online
2.00 Credits
Member Price: $109
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $109
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
ChatGPT and Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Surgent's Excel Tables and Conditional Summing
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Online
2.00 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Surgent's The CMA's Guide to Project Management
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Online
2.00 Credits
Member Price: $99
Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Member Price: $159
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
Federal Tax Update for Business with Doug Van Der Aa
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Online
4.00 Credits
Member Price: $159
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
Nonprofit Accounting and Financial Reporting Explained
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Online
8.00 Credits
Member Price: $275
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $109
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Microsoft Excel: Moving Beyond the Basics
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Online
2.00 Credits
Member Price: $109
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $159
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
2025 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Mastering the Excel Lookup Functions
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions