CPE Catalog & Events
2024 Federal Tax Update - Partnership Updates
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Online
2.00 Credits
Member Price: $79
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception
Accounting in the Wake of COVID-19
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Risk assessmentGovernment assistancePandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsEngagement and workforce managementOther current events as appropriate
Tell Me a Story: Don't Just Simply Relay Your Financial Results 2024
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Online
3.00 Credits
Member Price: $129
The creation of memorable messages The science of storytelling Real-world examples of storytelling and their operational impact on the business Ten thoughts for the road Three cases
Not-For-Profit Organizations: Financial Update 2024
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Online
3.00 Credits
Member Price: $129
Financial entity IRS filing status Recent ASC updates affecting nonprofit entities
Improving Audit Quality 2024
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Online
4.00 Credits
Member Price: $159
National auditing quality performance Impact of PCAOB on industry Common audit failures and why they occur AICPA enhancing audit quality initiative Audit quality indicators
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Comprehensive Accounting and Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Ethics: Plain Talk About IRS Ethics and Conduct
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS
SAS 145 - Risk Assessment
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Online
1.00 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
The Controller Function - Strategic and Annual Planning
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Online
1.00 Credits
Member Price: $39
Accounting Finance Auditing
2024 A Guide to Sampling - Part 1
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Online
2.00 Credits
Member Price: $79
Sampling Monetary Unit Sampling
Microsoft 365 Deployment Best Practices
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
2024 Financial Statement Presentation and Disclosure
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Online
4.00 Credits
Member Price: $129
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour
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Online
4.00 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership
The Controller Function - Cash and Investments
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Online
1.00 Credits
Member Price: $39
Accounting Finance
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
OneNote - Mastering Organization of Your Notes & Correspondence
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Online
2.00 Credits
Member Price: $89
The following topics will be covered in this course:Navigating the OneNote interfaceBest practices for notebook organizationLearn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooksUsing OneNote with OneDrive to share and collaborate with internal and external usersCreating and using templates to streamline your notebook managementIntegrating OneNote with your task managerUsing the power of tags to manage and search your contentUsing OneNote on your tablet and smartphone