CPE Catalog & Events
Real Frauds Found in Not-for-Profits WEBCAST
Thursday, September 23 9:00am - 12:30pm
Webinar
4.00 Credits
Misappropriation of benefits. Pledges and contributions. Cyber fraud. Overtime fraud. Grant expense allocations.
What is the Finance Value Chain and How Can We Improve It WEBCAST
Thursday, September 23 10:00am - 12:00pm
Webinar
2.00 Credits
Finance. CFO. Finance Value Chain.
Leadership Mastery 2021 Webcast Series - Coaching for Impact: Resolving Conflict and Confrontation
Monday, September 27 2:00pm - 4:00pm
Webinar
2.00 Credits
Enhance your ability to stay focused, energized and thrive in times of uncertainty.
Governmental and NFP Accounting and Auditing
Thursday, September 30 7:30am - 11:00am
Webinar
4.00 Credits
• AICPA activities and emerging issues related to not-for-profit entities• GASB activities• FASB activities
What is Disruption and How is it Impacting the Finance Function? WEBCAST
Thursday, September 30 10:00am - 12:00pm
Webinar
2.00 Credits
Finance. Business disruption. CFO.
Yellow Book: Application of GAGAS Principles
Thursday, September 30 12:00pm - 3:30pm
Webinar
4.00 Credits
• Foundation and principles for government auditing• General requirements for complying with GAGAS• Ethics, independence, and professional judgment• Competence and CPE• Quality control and peer review
Governmental Auditing Update WEBCAST
Friday, October 1 1:00pm - 5:00pm
Webinar
4.00 Credits
Yellow Book. Government Auditing Standards.
Finance Data Analytics for Business Results WEBCAST
Thursday, October 7 10:00am - 12:00pm
Webinar
2.00 Credits
Data analytics. CFO. Finance.
Construction Contractors: Accounting and Auditing WEBCAST
Wednesday, October 13 9:00am - 5:00pm
Webinar
8.00 Credits
Contract accounting and revenue from contracts with customers. Contractor financial statements. Working with a surety. Audit planning and procedures. Long-term contracts.
Annual Update for Accountants and Auditors WEBCAST
Thursday, October 14 9:00am - 5:00pm
Webinar
8.00 Credits
Recently issued ASUs. including an update on revenue recognition. financial instruments. and leases. Current FASB exposure draft and projects. Audit and attest engagements update. Recent PCAOB guidance. Latest activity from ARSC.
Human Capital Metrics and Employee Engagement WEBCAST
Thursday, October 14 10:00am - 12:00pm
Webinar
2.00 Credits
Growing employee engagement and why human capital metrics matter.
Common Yellow Book and Single Audit Deficiencies WEBCAST
Friday, October 15 1:00pm - 5:00pm
Webinar
4.00 Credits
Singe Audits. Yellow Book. Internal Controls.
Traps and Pitfalls in Estate Planning WEBCAST
Tuesday, October 19 9:00am - 5:00pm
Webinar
8.00 Credits
The need to properly coordinate the efforts of different advisors, Distinguish and understand life and death planning issues. Distinguish and understand tax and non-tax planning issues. Proper use and funding of trusts. Mistakes made in the disposition of assets. Understand the special issues of the single taxpayer. Understand the special issues of same sex couples. Mistakes made in planning for beneficiaries with special needs. Proper choice of fiduciaries. Understand what needs to be in place beyond the legal documents (properly advising the living from "the grave").
Applying the Uniform Guidance in Your Single Audits
Wednesday, October 20 7:30am - 3:00pm
Webinar
8.00 Credits
• Introduction to single audits• Preparation of the schedule of expenditures of federal awards and determining major programs• Understanding, assessing, and testing internal control• Testing compliance with federal statutes and regulations and applicable compliance requirements• Auditor reporting in a Uniform Guidance compliance audit• Program-specific audits• Administrative requirements and cost principles in a single audit• Update on Government Auditing Standards, 2018 Revision
Controller's Update: Today's Latest Trends
Thursday, October 21 7:30am - 11:00am
Webinar
4.00 Credits
• Economic and Human Resource trends• Driving employee engagement and the employee value proposition• Best practices to manage working capital• Leading-edge financial management tools and techniques• New issues in treasury management and controllership• Big Data• Predictive analytics• Current trends in information systems and technology• Current trends in leading and developing staff to increase productivity and profitability
Critical Business Risks — Identifying Your Blind Spots
Thursday, October 21 12:00pm - 3:30pm
Webinar
4.00 Credits
• Digitalization of society• Public distrust in business ·• Trade tensions ·• The impact of transitioning towards the circular economy ·• Economic and social inequalities ·• The changing regulatory environment
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST
Thursday, October 21 9:00am - 12:30pm
Webinar
4.00 Credits
Common errors made involving the following tax forms: Form 1040. Schedule A. Schedule B. Schedule C. Schedule D. Schedule E. Form 4562. Form 4797
Reviewing Partnership Tax Returns: What Are You Missing? WEBCAST
Thursday, October 21 1:00pm - 5:00pm
Webinar
4.00 Credits
Common errors made involving the following tax forms: Form 1065. Schedules K and K-1. Schedules M-1 and M-2. Form 4562. Form 4797
Annual Update for Accountants and Auditors
Friday, October 22 7:30am - 3:00pm
Webinar
8.00 Credits
• Recently issued ASUs, including an update on revenue recognition, financial instruments, and leases• Current FASB exposure draft and projects• Audit and attest engagements update• Recent PCAOB guidance• Latest activity from ARSC
CFO Series: Be the Best Part 1 WEBCAST
Monday, October 25 9:00am - 1:00pm
Webinar
4.00 Credits
Advanced Negotiating Skills: Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This session explores negotiating's human side, to give you powerful people skills that will let you get more. Driving Performance with EOS: The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way. This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance. Risk Management in a Post-COVID World: Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place. Get your organization, and your family, prepared for the next crisis that may affect you! Corporate Ethics - Cases from the Real World: Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. This session provides an opportunity for lively group discussion of real world, ethical dilemmas.