CPE Catalog & Events
Improve Spreadsheets by Building Controls in Excel
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Learn best practices when designing your spreadsheets How to create a proper worksheet structure Learn to use Excel's built in features to find errors How to create your custom controls to prevent and find errors Using links to quickly move to controls Using Conditional Formatting to highlight errors
Mastering Partnership Basis: Inside and Outside Basis
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Explain the use of both "inside" and "outside" basis determination. How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property. Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest. Comprehensive example to illustrate the mechanics of the basis determination process.
Mastering the Excel Lookup Functions
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: A review of the various lookup functions, beyond VLOOKUP Learn which lookup works best for your situation How to apply the many lookup functions Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP / HLOOKUP XLOOKUP MATCH / INDEX XMATCH INDIRECT FILTER SORT / SORTBY UNIQUE An overview of some newer functions
Power BI - Bringing It All Together for Data Analysis
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models. Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Introduction to Ethics and Ethical Dilemmas Ethical Codes and Professional Standards Fraud and the Fraud Triangle Ethical Decision-Making Models Financial Statement Manipulation Tactics Cash Flow and Key Metrics Misrepresentations
Selected Ethics Topics - 2024 - 2025
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Stay in compliance with recent ethics standards changes that impact your practice. Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession. Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment. Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Tax Depreciation: Review and Update
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Recent tax legislation and developments related to capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules Other related topics
The Ethical Management of Conflict
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics covered in this class include: Professionalism, Conflict and Ethics Sources and approaches to conflict Managing Conflict from the Inside: Awareness of human tendencies, human emotions, and gossip Guidelines for managing conflict collaboratively
Using ChatGPT with Excel
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Introduction to ChatGPT and other AI (Artificial Intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros