CPE Catalog & Events
2024 AICPA Regulatory Ethics Update
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
-
Online
1.00 Credits
Member Price: $59
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
Mastering Charitable Remainder Trusts and Form 5227Compliance
-
Online
2.00 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
2024 Listening to the Statement of Cash Flows
-
Online
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Audit 101: AICPAs Code of Professional Conduct Principles
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
2024 Accounting & Auditing Update for Small Businesses
-
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 businessesASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEsAudit standards that small business auditors will need to implement.
Servant Leadership 101
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Assessing your organization’s culture The benefits of great cultures The basics of what servant leadership is, and is not How to coach using a servant leadership style
Basic Individual Taxation Course
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
-
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
Combatting Sexual Harassment in the Workplace
-
Online
1.00 Credits
Member Price: $59
Sexual harassment prevention Company culture
The Corporate Transparency Act - What You Need to Know to Protect Your Client
-
Online
2.00 Credits
Member Price: $79
CTA Filing Deadlines: Adapt and synchronize with the new schedules Beneficial Ownership Defined: Navigating the new transparency standards The Alabama Impact: Examining the court's influence on CTA enforcement Risk Management: Strategic navigation through CTA's legal framework Leveraging Transparency: Gaining a competitive advantage through CTA insights Disclosure Obligations: Clarify reporting requirements Corporate Configuration: Comprehend the alterations in structure Avoiding Sanctions: Proactive measures for CTA compliance
CFO Career Upgrade with LinkedIn
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
Coaching Skills That Improve Performance
-
Online
4.00 Credits
Member Price: $159
Coaching Effective Communication
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
-
Online
8.00 Credits
Member Price: $275
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
2024 Analytical Procedures: Practical Applications and Standards
-
Online
2.00 Credits
Member Price: $79
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Excel - Advanced Financial and Statistical Calculations
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
Outlook - Manage Your Inbox With Maximum Efficiency
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
Audit 102: Professional Skepticism - Finding Fraud and Error
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The importance of professional skepticism, especially when performing audit or other attest servicesSpecific fraud responsibilities in a financial statement auditThe varying levels of persuasiveness of evidence to support assurance conclusions or opinions
Excel - Building Powerful Lookup & Reference Formulas
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions