CPE Catalog & Events
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Construction Contractors: Auditing Considerations
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Online
4.00 Credits
Member Price: $139
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key controls Substantive procedures for long-term contractors
Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
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Online
2.00 Credits
Member Price: $89
EOMONTH MONTH and YEAR DATE CONCAT basics SUMIFS with CONCAT
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Online
3.50 Credits
Member Price: $125
Dynamic headers Horizontal reports Mapping Tables Data Validation Improve error checking Concepts applied
Excel for Accounting Professionals Session 1: Tables and Named References
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Online
2.00 Credits
Member Price: $89
Excel conventions Critical shortcuts Named references Tables
NextGen Leadership – Managing Change – Fresh Tactics for Leading When Everything Is Shifting
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Online
1.00 Credits
Member Price: $49
"Managing Change: Fresh Tactics for Leading When Everything is Shifting," equips attendees with proven strategies and actionable to navigate the constant changes impacting today's workplace. Participants will explore how to process personal and organizational change, manage information overload, and minimize the hidden costs of multi-tasking. Through real-life case studies and interactive segments, attendees will develop tools to boost adaptability, cultivate resilience, and achieve behavioral flexibility. The session offers practical, real-world insight into managing both imposed and chosen changes, overcoming resistance, and fostering agile thinking for continuous personal and organizational success. Anyone seeking to thrive in volatile work environments will leave with actionable skills and renewed confidence in leading change.
NextGen Leadership: How Leaders Build Respectful and Inclusive Cultures
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Online
0.00 Credits
Member Price: $49
· The ethical responsibilities and leadership challenges faced by accounting and finance professionals. · Practical tactics for creating a culture of accountability, respect, and inclusion. · Diagnosing and addressing ethical dilemmas using tested decision-making models and "real-life" scenarios. · The neuroscience of bias and practical techniques for recognizing and reducing its impact. · Trends in workforce diversity, equity, and inclusion, and their bottom-line impact on organizations. · Tools for critical thinking, better decision-making, and effective communication in diverse teams. · The evolving role of leaders as ethical role models and coaches.
NextGen Leadership: Unlocking the Strengths of a Multigenerational Team
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Online
0.00 Credits
Member Price: $49
· Addressing stereotypes, dispelling myths, and building bridges between generational perspectives. · Key generational differences in attitudes, communication styles, and workplace expectations. · The impact of shifting demographics and hybrid work environments on team performance. · Core values and motivators shared across generations to drive engagement. · Approaches for supporting mental health and well-being across the workforce. · Practical tactics for flexible leadership and cross-generational collaboration. · Recognition, reward, and retention strategies tailored to diverse employee needs. · Real-life case studies demonstrating successful multigenerational leadership in challenging environments.
NextGen Leadership: Using Critical Thinking to Guide AI-Driven Decisions
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Online
1.00 Credits
Member Price: $49
· The role of critical thinking in effective financial decision-making. · Evaluating the strengths and limits of AI in finance functions. · Practical techniques for validating, cross-checking, and testing AI-generated data and reports. · Case studies illustrating real-world applications of critical thinking with AI (audit, pricing, forecasting). · Strategies for distinguishing human and machine roles in finance workflows. · Building documentation and audit trails for compliance and regulatory alignment. · Developing a "Future of Finance" mindset that supports partnership between human experts and AI.
NextGen Leadership: People, Communication, and How to Build a Resilient Workforce
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Online
0.00 Credits
Member Price: $49
This interactive session, "People, Communication, and How to Build a Resilient Workforce," explores proven tactics for fostering meaningful communication and strengthening organizational culture in today's rapidly changing work environment. Attendees will examine how modern organizational pressures reshape communication, conflict, and engagement, with a focus on real-world application and case studies from actual workplaces. Through tactical exercises and practical tools, this session equips participants to improve team performance, manage diverse hybrid teams, and address the realities of conflict and mental health challenges. The program is both engaging and actionable, offering "real-life" case studies and hands-on approaches to build a resilient, high-performing, and inclusive workforce ready to thrive through change.
NextGen Leadership: How Leaders Create Standout Client and Customer Experiences
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Online
1.00 Credits
Member Price: $49
· The strategic importance of customer experience in a rapidly changing, commoditized market. · Key trends: demand for value, expectation shifts, and competition beyond the local marketplace. · Building loyalty through communication, empathy, and trust at every stage of the client relationship. · The connection between employee engagement and customer loyalty, supported by real-world data. · Four-quadrant model for understanding, segmenting, and delivering to diverse client types. · The psychological principles of motivation (Maslow, Herzberg) and their impact on customer relationships. · Branding, personal presence, and credibility as leadership fundamentals for client service professionals. · Consulting disciplines: anticipating client needs, managing information flow, and orchestrating resources for value creation.
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Qualified business income deduction Temporary senior deduction State and local tax deduction Hobby losses Self-employment health insurance Business startup costs Depreciation Schedule C issues Like-kind exchanges
NextGen Leadership: Ethics: Using Critical Thinking to Navigate the Gray Zone
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Online
1.00 Credits
Member Price: $49
· The four classical ethical dilemmas: Truth vs. Loyalty, Individual vs. Community, Short-Term vs. Long-Term, and Justice vs. Mercy. · Application of ethical frameworks: ends-based (utilitarian), rule-based (deontological), and care-based (empathy/golden rule) thinking. · Techniques to recognize, minimize, and adapt for cognitive bias in ethical decision-making. · Stepwise process for analyzing and responding to ethical challenges (Kidders Nine Checkpoints). · Courage, fear, and preparation as tools for building ethical cultures and readiness for "decisive moments". · Evolving ethical standards in technology-driven business, including AI-facilitated decision-making and remote work environments. · The role of the professional as ethical leader, coach, and model for others.
Performing a Single Audit Under the Uniform Guidance
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Online
8.00 Credits
Member Price: $319
Fundamentals of a compliance audit performed under the Uniform Guidance Identifying federal awards and major programs Pass-through entities and subrecipients Schedule of expenditure of federal awards (SEFA) Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Writing an audit finding and reporting requirements of a single audit
NextGen Leadership: Making the Shift: Moving from Employee to Supervisor to Leader
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Online
0.00 Credits
Member Price: $49
· Managing the change in relationships when shifting from peer to supervisor, including handling potential conflicts and maintaining professionalism. · Building credibility and trust as a new supervisor—key factors and behaviors to establish influence and authority. · Providing and receiving constructive feedback, coaching for performance, and supporting continuous improvement. · Understanding and applying professional boundaries and ethics in leadership contexts. · Using motivational theories (Maslow, Herzberg) to increase engagement and drive results. · Active listening, communication best practices, and barriers to effective workplace communication. · Setting SMART goals and driving accountability within teams. · Responding to complex workplace challenges with real-life case study analysis and solutions.
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
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Online
1.00 Credits
Member Price: $49
Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.
Construction Contractors: Auditing Considerations
-
Online
4.00 Credits
Member Price: $139
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key controls Substantive procedures for long-term contractors
Leading Differently with AI: Rethinking How We Think, Grow and Lead
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Online
1.50 Credits
Member Price: $69
· Why future-ready leaders must use AI differently · How to use AI as a coach, mirror, and strategic thinking partner · Identifying blind spots, leadership gaps, and underutilized strengths using · Leading others more effectively with AI, increasing influence and impact · Creating a weekly AI-powered leadership and performance review · Example prompts, real leadership challenges, and team-specific applications
Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT
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Online
1.00 Credits
Member Price: $49
· The shift from task prompting to repeatable capability in accounting and finance work · Workflow-first thinking: inputs ? process ? outputs ? reuse · Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs · Capability demos: -- Form 10-K analysis workflow using Advanced Data Analysis (ADA) --Excel workflow acceleration using a Custom GPT · Standardizing deliverables for executive audiences (structure, clarity, consistency) · Governance-by-design: data boundaries, validation checks, traceability/citations, review gates
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Online
2.00 Credits
Member Price: $89
Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row