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CPE Catalog & Events

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CFO & Controller Critical Skills: Budgeting & Forecasting

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds

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Webinar

1.00 Credits

Member Price: $39

Finance IFR SLFRF Yellowbook

DEI in the Remote Work Era

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Webinar

1.20 Credits

Member Price: $39

DEI Employee engagement Remote work Organizational culture Employee relations

Ethics - Keeping the Good from Breaking Bad

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Webinar

1.00 Credits

Member Price: $39

Ethical business behavior Ethical business decisions

1 Hour - Introduction to Sustainability Accounting

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Webinar

1.00 Credits

Member Price: $39

History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards

Avoiding Budget People Issues: Managing Budgeting's Soft Side

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Webinar

2.00 Credits

Member Price: $79

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

CFO Series: Ethical Decisions Made Easier: Blurred Lines?

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Ethics and moral principles.Identifying ethical dilemmas.Analyzing consequences and the impact on stakeholders.Applying ethical decision-making models.Effectively using the Code of Professional Conduct.Managing ethical conflicts and resolutions.

Inventory Accounting GAAP, Software and Recognizing Variances

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Webinar

2.00 Credits

Member Price: $79

Inventory accounting GAAP Methods for dealing with variances  

Best Practices: Conducting Meaningful Walkthroughs

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.

How AI Is Automating Internal Control

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.

The ABCs of Advisory Services

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Webinar

2.00 Credits

Member Price: $79

Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues

What You Can Learn From the Statement of Cash Flows

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures

Emerging Issues in Financial Accounting 25-26

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Webinar

3.00 Credits

Member Price: $139

Are we equipped to deal with a resurgence in financial accounting fraud Private company accounting standards, options and elections The latest on crypto and ESG Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting FASB and PCC agenda

ACPEN Signature 2025: Single Audit and Uniform Guidance Issues Update

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Webinar

8.00 Credits

Member Price: $250

The nuts and bolts of a Single Audit Overview of the GAO’s Fraud Risk Management Framework and the importance of fraud risk in a Single Audit Specific audit issues arising relating to the continued Pandemic and Infrastructure funding programs Review of unique elements of the 2025 Compliance Supplement (If Available) Recent changes to specific Uniform Guidance rules and regulations

K2's Accountant's Guide To QuickBooks Online

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Webinar

4.00 Credits

Member Price: $225

• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data

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

The Ethical Management of Conflict

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively

ProActive Response Group De-Escalation Training

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Webinar

1.20 Credits

Member Price: $39

Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment

How to Start a CFO Service

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.

Emotional Intelligence

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Webinar

1.00 Credits

Member Price: $39

Emotions Relationships