CPE Catalog & Events
2024 Yellow Book Update
-
Online
2.00 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
The Successful Family Business
-
Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Annual Update for Governments and Not-for-Profits
-
Online
8.00 Credits
Member Price: $225
Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management
Consulting Services Secrets
-
Online
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
-
Online
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
-
Online
1.00 Credits
Member Price: $59
Emotional Intelligence Management Skills Teamwork Customer Relations
Budgeting: Presenting and Communicating your Numbers
-
Online
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Talk This Way - Communication Skills for the CPA
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
2024 Reference Rate Reform
-
Online
1.00 Credits
Member Price: $39
Reference Rate Reform LIBOR SOFR
Create Paginated Reports with Power BI Report Builder
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
2024 Accounting & Auditing Update
-
Online
4.00 Credits
Member Price: $129
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
2024 Risk Assessment - A Common Deficiency
-
Online
1.00 Credits
Member Price: $39
Risk Assessment Common Deficiencies
2024 Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Member Price: $39
Internal Controls Over Compliance Compliance Single Audits
2024 Risk Assessment & Internal Control
-
Online
1.00 Credits
Member Price: $59
Risk Assessment Internal Controls Common Deficiencies
A 7-Step Framework for Marketing Client Accounting Services
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An efficient process to identify, attract and consultatively sell CAS to new prospectsRemain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channelsHow to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
Communicating Financial Information to Non-Accountants
-
Online
2.00 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
Surgent's Accountability: Stop the Blame Game
-
Online
4.00 Credits
Member Price: $159
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
-
Online
4.00 Credits
Member Price: $159
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
How Fraud Can Affect Smaller Organizations
-
Online
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
2024 Creative Strategies for Buying, Selling, or Gifting a Business
-
Online
8.00 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)