CPE Catalog & Events
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Navigating IRS Authorizations: Form 2848 & Form 8821
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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Online
1.00 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
There is NO Such Thing as ‘Business Ethics’ featuring John Levy and Don Minges
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Online
1.00 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
Humanize Automation: Frameworks for Understanding AI and Your Strategy
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Online
1.20 Credits
Member Price: $39
AI Business Strategy
Revenue Recognition - Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
Cryptocurrencies for the CFO: Explaining Blockchain
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Online
2.00 Credits
Member Price: $89
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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Online
2.00 Credits
Member Price: $89
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Businesses Receiving Government Assistance
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Online
2.00 Credits
Member Price: $89
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite
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Online
2.00 Credits
Member Price: $89
The importance and structure of the cash flow statement Understanding operating, investing, and financing activities Presenting the statement using the "Sources and Uses" approach How to tell the business story through cash flows and alternative reporting methods Identifying key drivers of cash and liquidity Bridging the gap between accrual accounting and understanding cash Communicating effectively with CEOs, boards, and non-financial stakeholders
Securing Your Data with a Password Management App - Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
How to Develop Your System of Quality Management Using the AICPA Practice Aids
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Online
3.00 Credits
Member Price: $109
Overview of Quality Management standards Scope of SQMS 1 Components of quality management Changes from prior standards AICPA practice aids Required documentation Risk assessment process Final documentation development
Achieving Balance in Work and Life - Part 1
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Online
4.00 Credits
Member Price: $149
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
World-Class Cost Accounting: A Practical Application Part 1
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Online
4.00 Credits
Member Price: $149
Classifying the five cost types Direct materials - comprehensive coverage Direct labor - including all labor burden costs Tracing all the prime costs to products Budgeting and setting standard costs
Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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Online
4.00 Credits
Member Price: $149
Legal and fiduciary responsibilities of the executor or personal representative Overview of the estate administration process from appointment through final distribution Filing requirements for Form 1040, Form 1041, and Form 706 Income in respect of a decedent (IRD) and basis adjustments Estate asset identification, valuation, and management Creditor claims, debt settlement, and distribution procedures Obtaining an EIN for the estate and IRS notice procedures IRS audit risks related to estate administration Executor liability considerations and risk management Estate accounting records, documentation, and communication with beneficiaries
Form 1040 Individual Income Tax Prep
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Online
8.00 Credits
Member Price: $250
Overview of Form 1040 and filing requirements Filing status and dependent rules Income reporting, including wages, interest, and dividends Adjustments to income Standard vs itemized deductions Common individual tax credits Introduction to Schedule C and Schedule E Preparer responsibilities, due diligence, and Circular 230
Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements.
Executive Presence, Personal Brand: Structure Your Narrative
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions
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Online
1.20 Credits
Member Price: $39
Understanding Burnout and Its Warning Signs Stress Reduction Techniques Building Resilience Boundary-Setting Energy Management Physical Wellness Strategies Personalized Action Plan Development
Claude Cowork in Practice: Advanced Workflow for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Claude Cowork advanced workflow architectureFinance Plugin and domain-specific intelligenceModel selection and token optimization strategiesVariance analysis and cross-file reasoningInvoice extraction and automation workflowsThe Sparring Partner Protocol (SPP)AI governance, risk, and performance measurement