CPE Catalog & Events
7 Essentials For Effective Online Meetings and Trainings
Monday, July 26 3:00pm - 4:00pm
Webinar
1.00 Credits
The major topics that will be covered in this class include:Presentation skillsManaging technologyCommunication skills
Business Turnaround
Monday, July 26 2:00pm - 5:40pm
Webinar
4.00 Credits
Management Business Turnaround
Getty to Know the New Audit Report
Monday, July 26 3:00pm - 4:00pm
Webinar
1.00 Credits
Examples of current public company audit reports Implications of SAS No. 134 Exploration of illustrative audit report examples Potential communication of Key Audit Matters (KAMs)
Implementing Security and Privacy Policies
Monday, July 26 2:00pm - 3:49pm
Webinar
2.00 Credits
Data security check list Minimum security protections Examples of policies that comply with regulations Suggested implementation strategy Security guidance that you can provide to others
What Every Auditor Needs to Know about Data Analytics
Monday, July 26 2:00pm - 4:00pm
Webinar
2.00 Credits
The major topics that will be covered in this class include:What is data analytics?Introduction to the Flatiron Solar case studyApplying the data analytics lifecycle to Flatiron Solar
Accounting for Nonprofit Board Members
Tuesday, July 27 9:00am - 11:30am
Webinar
3.00 Credits
Nonprofit GAAP Common accounting errors Risk management
Advanced Personal Financial Planning Update
Tuesday, July 27 9:00am - 4:30pm
Webinar
8.00 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care. Debt management, including reverse mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
A/R and A/P: Effective Management Techniques
Tuesday, July 27 7:00am - 9:00am
Webinar
2.00 Credits
Leverage technology to manage A/R and A/PStructure A/R to provide your organization a strategic advantageTen ways to collect your moneyMake A/P a tool to enhance your Supply Chain's potentialUse bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management
Asset Misappropriation- Let Me Count the Ways?
Tuesday, July 27 9:00am - 10:48am
Webinar
2.00 Credits
Auditing Fraud
Blockchain and Cryptocurrency Fundamentals
Tuesday, July 27 9:00am - 10:51am
Webinar
2.00 Credits
What Is A Blockchain? Fundamental Components Of Blockchain Types Of Blockchain-based Ledgers How Do The Nodes In Blockchain Record Transactions??? Behind The Scenes: Blocks And Hashing Audit and Governance Issues
Business Writing Series: Planning and Organizing Your Writing
Tuesday, July 27 12:00pm - 2:00pm
Webinar
2.00 Credits
Business writing Planning writing projects Project management
Cash Management Essentials
Tuesday, July 27 8:00am - 9:01am
Webinar
1.00 Credits
Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow
Company Culture Through Pandemic and Beyond - Four Pillars of a Flourishing Workplace
Tuesday, July 27 8:00am - 9:17am
Webinar
1.40 Credits
The Power of M.O.R.E. Mastery - a dedication to life long learning Open-mindedness - seeing new perspectives Reconnection - through listening and communication Environment - Building a safe one
Complex Manager Comp Scenarios: Core Form VII-A & Schedule J
Tuesday, July 27 9:00am - 11:30am
Webinar
2.50 Credits
The major topics that will be covered in this class include:Exploration of the challenges in determining a filer's: current Key Employees versus Officers; and those who need be disclosed as "formers" - individuals with "current" status in prior years but NOT in the current year, who then are to be tested for either "former" Officer/Key Employee/High 5 status or "former" Trustee/Director statusWhy and how all of this matters (including the additional compensation detailing that is required on Schedule J's Part II when a manager's circumstances "trigger" that schedule's application)Handling the recalcitrant Trustee-Director who claims limited involvement with the filer's governance and Officers and other managers who may refuse to return questionnairesFurther exploration of key compensation reporting challenges: (1) required "dial back" to the calendar year for organizations with a year other than 12/31; (2) 990-instructions-defined "deferred comp" overall and via examples; (3) compensation disclosures (and reporting exceptions) in BOTH cases of related organization's pay and when compensation is paid by an Unrelated organization to an individual who is serving the filer; and (4) comparison of 990 reporting of compensation with IRC section 4960's "remuneration"-based excise taxComplex third-party payor reporting situations: procuring services of an individual from a management company or employee-leasing organization; common paymaster reporting scenarios; and when an individual's services to the filer are paid by an Unrelated organization
CPA Crossings Technology Trends Update
Tuesday, July 27 7:00am - 3:00pm
Webinar
8.00 Credits
The major topics that will be covered in this course include:Emerging mega technologies at the core of "Industry 4.0" - what they are and potential applicationsState of the cloud computing market and working remotelyThe explosive growth in the Internet of Things (IoT)Big data, data analytics and KPI dashboards, the new frontier for CPAsAutomation through artificial intelligence (AI), machine learning and robotic process automation (RPA)Blockchain technology: the new data storage modelDigital and crypto currencies: Bitcoin, Ethereum and moreCurrent state of cloud based software - financial, ERP, workflow and personal productivity applicationsUpdate on personal devices: PCs, displays, mobile and more
CPA Super Search: A New Research Checklist System for Google
Tuesday, July 27 9:30am - 11:30am
Webinar
2.00 Credits
The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupations
Deferred Prosecution Agreements: How to Qualify
Tuesday, July 27 10:00am - 12:00pm
Webinar
2.00 Credits
The major topics that will be covered in this class include:Government investigations and how they beginWhat prosecutors want to knowRespondeat Superior: What should business owners knowProactive steps to qualify for a deferred-prosecution agreementWhat is the difference between a non-prosecution agreement and a deferred-prosecution agreement?What is a well-designed compliance program?How do business leaders demonstrate a good faith effort when it comes to compliance training?Deferred-prosecution Agreements in real life.
Developing an Ethical Culture
Tuesday, July 27 12:00pm - 1:08pm
Webinar
1.40 Credits
Ethics
Driving Performance with Metrics
Tuesday, July 27 7:00am - 8:48am
Webinar
2.00 Credits
Using metrics in a balanced scorecard framework Learn to measure output of your business activities Creating metrics for profit and cost centers Benchmarking your metrics Using metrics for planning and control Tips for success
Emerging and Evolving Issues in Marijuana and Hemp/CBD
Tuesday, July 27 2:00pm - 4:00pm
Webinar
2.00 Credits
The major topics that will be covered in this class include: The growing acceptance of CBD products and formulationsThe historical background of the cannabis plantThe evolution of laws and regulations related to marijuana and industrial hemp