CPE Catalog & Events
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
Member Price: $159
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Addressing Misconduct
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Online
1.00 Credits
Member Price: $59
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
Asset Misappropriation - Let Me Count the Ways
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Online
2.00 Credits
Member Price: $109
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $129
Social Security Retirement Asset allocation Fraud
The Controller Function - Cash and Investments
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Online
1.40 Credits
Member Price: $59
Accounting Finance
IRS Cybersecurity Checklist
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Online
2.00 Credits
Member Price: $109
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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Online
4.00 Credits
Member Price: $159
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that
Spring Tax Update for Individuals with Steve Dilley
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Online
4.00 Credits
Member Price: $159
Recent legislative developments, cases and rulings impacting individual taxpayers Disaster Relief Act of 2024 Expiring TCJA provisions SECURE Act 2.0 Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation
Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Member Price: $59
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $109
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment
Auditing For Fraud
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Online
2.00 Credits
Member Price: $109
Auditing Fraud
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $129
Remote workforce Employee retention Staff turnover
Global Internal Audit Standards (GIAS) Domain III - Part 1
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Online
2.50 Credits
Member Price: $109
Internal Audit GIAS IPPF Standards Accounting Internal Controls
When Leadership Fails
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Online
2.00 Credits
Member Price: $109
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Online
2.00 Credits
Member Price: $109
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Member Price: $159
Auditing Yellowbook SSARS
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
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Online
1.00 Credits
Member Price: $75
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.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $109
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Deep Dive into Common Auditing Deficiencies
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Online
4.00 Credits
Member Price: $159
Auditing Yellowbook GAAS