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CPE Catalog & Events

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Grow Your Firm with Effective Lead Generation Strategies

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:The latest digital and traditional lead generation techniques and strategies to grow a firmAn effective marketing plan that you can implement based on current best practicesDeveloping a profitable niche in several key business vertical

Audit 103: Adapting to the Engagement - Complying with SSARS

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services

The Art of Conversation: A Relationship Approach to Networking

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Webinar

2.20 Credits

Member Price: $79

Networking Relationship Management

Building Security and Efficiency With Internal Control

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Webinar

8.00 Credits

Member Price: $239

The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework

Cyber Attacks Through Impersonation

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this class include:Impersonation techniques used to launch cyber attacksCybercriminals' focus: stealing financial assets and intellectual propertyPractical advice on controls to implement to reduce victimization from impersonation cyber attacksPractical advice to reduce the impact of a cyber attack

Best Non-Google Search Tools for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search

Buying, Selling, or Gifting a Business Creatively

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Webinar

2.00 Credits

Member Price: $79

Integrated Planning Techniques (Estate, Financial, and Asset Protection) Needs of the Business Owner Business Continuation Consideration Succession Planning Issues - Tax and Non-Tax Dealing with the Owner Integration of Retirement Needs “Buy-Sell Agreement” Issues Liquidity Issues

Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity

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Webinar

1.00 Credits

Member Price: $39

Emotional Intelligence Management Skills Teamwork Customer Relations

The Value of Conflict: A Strategic Approach to Dealing with Difficult People

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Webinar

4.00 Credits

Member Price: $129

Conflicts

360 Budgeting: A Holistic Approach to Process and Solutions

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Webinar

8.00 Credits

Member Price: $225

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Trust Fund Recovery Penalty And Request For Refund

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this course include:Learning about the Trust Fund Recovery Penalty (TFRP).Understanding pre-843 requirements when making a request for refund.Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.Appealing a rejected Form 843.Live case examples for making a request for refund using Form 843.

Sales and Government Investigations, Part 1

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Training strategies that lower risk levels for investigations of white-collar financial crimesDiscussion of white collar crime related to sales

Understanding the Form 990 and its Preparation Prerequisites

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of the Form 990's design and goals in play upon the Core Form and tack-on SchedulesAddress of the definition's key factors that make a third-party organization a "related organization"Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation"Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule LApplying the definition of "business relationship" as same is used in Part VISequencing of the form's preparation tasks and who to go to for informationWorking with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators

Monthly Federal Tax Updates - March 2024

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Up Your Influence: How To Get What You want

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Webinar

2.50 Credits

Member Price: $89

Persuasion Influence

Audit 104: Audit Documentation - Workpapers To Pass Review

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies

Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough

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Webinar

1.60 Credits

Member Price: $49

Change management Leadership

Ethics: Environmental, Social and Governance for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:What is ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy

K2's Excel's Best New Features

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Webinar

2.00 Credits

Member Price: $89

• Learn how to work with Dynamic Arrays • Using Excel's new XLOOKUP and XMATCH feature • Improvements to Power Query and why they matter to you • New collaboration and commenting options in Excel

Not-for-Profit GAAP Update

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:ASUs impacting nonprofit entitiesNAC