CPE Catalog & Events
State & Local Government Conference
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Salt Lake City
8.00 Credits
Member Price: $275
Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webinar
8.00 Credits
Audit requirements for ERISA 103(a)(3)(C) audits. An annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Avoiding common mistakes while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues.
Making Excel Formulas Work for You
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Webinar
4.00 Credits
Member Price: $185
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: Understanding formula conventions. Working with Functions. Examples of Powerful Excel formulas.
Getting Ahead: The Art of Marketing for CPAs
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Webinar
2.00 Credits
Member Price: $105
Challenges of marketing CPA firms. Developing marketing strategy. Elements of a marketing plan. Example: CPA firm marketing plan. Marketing regulatory/AICPA issues. Picking the right marketing channels. Marketing channel statistical analysis. Developing marketing metrics.
Shortcuts that Excel Users Love
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Webinar
2.00 Credits
Member Price: $105
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.
Advanced Excel Topics for Spreadsheet Power Users
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Webinar
8.00 Credits
Member Price: $280
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The topics discussed in this session include: Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.
State & Local Government Conference Sponsorship
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Salt Lake City
0.00 Credits
Annual Conference Sponsorship
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Salt Lake City
0.00 Credits