CPE Catalog & Events
This will generate a PDF of the current filtered catalog
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.
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.
Quality Management: Preparing for Peer Review
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Online
2.00 Credits
Member Price: $89
· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops
Insight to Impact: How Finance Partners Drive Better Decisions
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Online
1.00 Credits
Member Price: $49
· Finance Business Partnering and Strategic Influence - Building effective partnerships that support organizational goals and drive business outcomes. · Communicating Financial Insights for Better Decisions - Translating financial data into clear, actionable recommendations for stakeholders. · Applying Strategic Thinking to Business Challenges - Using business acumen and decision-making frameworks to influence performance and create value.
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
Mastering Microsoft Copilot
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Online
1.50 Credits
Member Price: $69
· Comparing Copilot to other AI offerings · Understanding Copilot's approach to information security and privacy · Creating effective prompts in Copilot · Integrating Copilot with your Microsoft 365 subscription
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 1
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 2
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Washington Tax Brief (5/27/2027)
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Online
1.00 Credits
· Tax policy outlook · IRS priorities and operational updates · Recent tax regulatory developments · Other emerging and high-impact tax issues
Quality Management: Preparing for Peer Review
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Online
2.00 Credits
Member Price: $89
· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops
Small Firm Success Series (6/23/2027)
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Online
1.00 Credits
· Firm staffing shortages · Emerging technologies worth investing in · Preparation for new compliance requirements and regulatory updates · Effective practice-management strategies.
Quality Management: Preparing for Peer Review
-
Online
2.00 Credits
Member Price: $89
· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops