CPE Catalog & Events
CFO Series: Leading and Reporting LIVE REPLAY
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Online
8.00 Credits
Member Price: $320
Module 1: Better Management Reporting: Clear + Simple = Great! Why do most managers not understand financial reports? o The mistakes users make and the mistakes the accountants make o Steps to take to correct the issues What do managers need from their reports? o The step-by-step process to build reports that provide vital information o How to learn what your users want o Alternative methods to present reports What systems and software could be helpful? Examples of great reports o What works and what does not work well? o Crafting a report to suit your audience The benefit of and necessity of an annual review Module 2: Changing Corporate Culture: Understanding Your Culture and How to Improve It The eight types of corporate cultures Determining which culture(s) exist in your organization How to introduce change in an acceptable way What are core values and why they are so important? What kind of culture(s) fits in the organization? Where do you need the culture to develop so the organization can thrive? Why people are so resistant to change What is the 'right' speed for change? How to grow your team into a better culture Module 3: Recognizing Lies: How to Detect and Prevent Lies abound o Why is it so difficult to call out a liar? o How lies devastate o Why do we despise lies? o What sets liars apart? Deciphering the signals that indicate dishonesty How short-term thinking leads to lies and leads to uncovering lies o Analyzing the cues o Differentiating concerns and guilt The deception paradox What makes a great lie so great? Proven processes to uncover lies Module 4: Reinventing the Modern CFO: Adapting and Advancing! Championing the role of innovation in the workplace Technology evangelists and change agents o What does it mean? o What is our role? The roles we take on and differences between the roles we are assigned How innovation and strategy matters Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035
Don Farmer's Preparing Form 1065: Navigating the Latest IRS Changes for Partnership Returns - VIRTUAL
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Online
4.00 Credits
Member Price: $149
Changes on Schedule K. Schedules K-2 and K-3. When does a business involving spouses require a partnership return? How to eliminate late-filing penalties for partnership returns. When must a partnership return be filed? How to apply the bonus depreciation rules to partnership step-ups under §743. New IRS form allowing revocation of section 754 election and when it's possible to revoke the election. Answering Form 1065 questions on passive activity grouping.
Don Farmer's Preparing Form 1065: Advanced Strategies for Navigating the Lates IRS Changes - VIRTUAL
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Online
4.00 Credits
Member Price: $149
When should self-employment earnings be reported for an LLC member? Important new clarification on Schedule M-2 reporting. How to complete Schedule K-1, including. Completing Form 8825. Electing out of the dangerous new IRS audit rules for partnerships (CPAR). When must a partnership complete Form M-3?
Don Farmer's Preparing Form 1120S: Mastering S Corporation Returns - VIRTUAL
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Online
4.00 Credits
Member Price: $149
When must an S corporation return be filed? How to answer questions on Schedule B of the return. When must Schedule 1125-E (officers' compensation) be filed? What information is reported? Answering Form 1120S questions on passive activity grouping. How to determine the amount of "reasonable compensation" shareholders should receive and a special rule for shareholders who have minimal involvement in the S corporation's business. How to eliminate late-filing penalties for S corporation returns.
Don Farmer's Preparing Form 1120S: Real-World Insights & Practical Tips for S Corporation Returns - VIRTUAL
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Online
4.00 Credits
Member Price: $149
How to complete Schedules M-1 and M-2. When you don't have to file Schedules K-2 and K-3. Most S corporations are not required to file these forms. The accumulated adjustments account, and when it’s most important to compute it correctly. Loans from shareholders.
CFO Series: Leading and Reporting LIVE REPLAY
-
Online
8.00 Credits
Member Price: $320
Module 1: Better Management Reporting: Clear + Simple = Great! Why do most managers not understand financial reports? o The mistakes users make and the mistakes the accountants make o Steps to take to correct the issues What do managers need from their reports? o The step-by-step process to build reports that provide vital information o How to learn what your users want o Alternative methods to present reports What systems and software could be helpful? Examples of great reports o What works and what does not work well? o Crafting a report to suit your audience The benefit of and necessity of an annual review Module 2: Changing Corporate Culture: Understanding Your Culture and How to Improve It The eight types of corporate cultures Determining which culture(s) exist in your organization How to introduce change in an acceptable way What are core values and why they are so important? What kind of culture(s) fits in the organization? Where do you need the culture to develop so the organization can thrive? Why people are so resistant to change What is the 'right' speed for change? How to grow your team into a better culture Module 3: Recognizing Lies: How to Detect and Prevent Lies abound o Why is it so difficult to call out a liar? o How lies devastate o Why do we despise lies? o What sets liars apart? Deciphering the signals that indicate dishonesty How short-term thinking leads to lies and leads to uncovering lies o Analyzing the cues o Differentiating concerns and guilt The deception paradox What makes a great lie so great? Proven processes to uncover lies Module 4: Reinventing the Modern CFO: Adapting and Advancing! Championing the role of innovation in the workplace Technology evangelists and change agents o What does it mean? o What is our role? The roles we take on and differences between the roles we are assigned How innovation and strategy matters Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035
Jan/Feb '25 Focus: Enhancing Efficiency for Accountants - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $25
July/Aug'25 Focus: Understanding Oklahoma’s Oil and Gas Mineral Market: Key Insights for Asset Owners and Advisors
Available Until
On Demand
1.00 Credits
Member Price: $25
Mar/Apr '25 Focus: How the Bad Guys are Using AI to Target Your CPA Firm and How You Can Protect Yourself - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $25
May/June'25 Focus: The Most Overlooked Issue in Estate Planing
Available Until
On Demand
1.00 Credits
Member Price: $25
Define and scope of estate planning Long-term care as a critical estate planning issue Challenges with Medicaid planning Methods to pay for long-term care
OSCPA's ACH and the Benefits of Going Paperless
Available Until
On Demand
2.00 Credits
Member Price: $100
OSCPA's Adapting to the New Normal: Tech Advantages & Cyber Strategies in Data Protection - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $50
OSCPA's An Acrostic for Ethics - Self-Study
Available Until
On Demand
2.00 Credits
Member Price: $100
OSCPA's Banking Insights from a Treasury Management Perspective - Self- Study
Available Until
On Demand
1.00 Credits
Member Price: $50
OSCPA's COPAS and Regulatory Updates - Self-Study
Available Until
On Demand
2.00 Credits
Member Price: $100
OSCPA's CSI: Banking Edition - Self-Study
Available Until
On Demand
2.00 Credits
Member Price: $100
OSCPA's Common Issues with Construction Contractors Attest Engagements - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $50
OSCPA's Cybersecurity Over the Next 10 Years - Self-Study
Available Until
On Demand
2.00 Credits
Member Price: $100
OSCPA's Cybersecurity's Impact on the Accounting Industry - Self-Study
Available Until
On Demand
2.00 Credits
OSCPA's Disability Awareness and Etiquette - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $50