CPE Catalog & Events
AI & Accounting in Retail
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: AI-powered personalization and its impact on revenue recognition Dynamic pricing models and tax compliance risks AI in demand forecasting, inventory valuation, and COGS calculations Integration challenges with ERP and POS systems Governance, ethics, and auditability of AI decisions Data quality, audit trails, and regulatory documentation AI-assisted fraud detection, financial controls, and oversight
Accountants and Malpractice; Can We Get Sued for This?
Available Until
Webinar
2.00 Credits
Member Price: $79
How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Adobe Acrobat Tips for Working with PDF Files
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Review of all that Adobe Acrobat has to offer Organizing your PDFs with bookmarks, links, file attachments and more Formatting the presentation of PDFs with headers, footers and watermarks Creating and processing fillable forms Processing documents for e-signature Tips for converting email messages, documents and spreadsheets into PDF format Combining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Advanced ChatGPT for Accountants
Available Until
Webinar
2.00 Credits
Member Price: $79
After attending this presentation you will be able to... Identify the fundamental features and functionalities of ChatGPT in an accounting context. Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios. Analyze financial statements, news releases, and other relevant data using ChatGPT. Explore and identify business opportunities using hyper-local and sectoral analysis techniques. Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations. Evaluate assets, space, and user interfaces using image analysis with ChatGPT. Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks.
Advanced Excel for Staff - Build Reports and Analyze Data
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Building Reports Workflow: Understand the steps for creating professional and functional reports. Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis. Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports. Review and Validate: Verify data accuracy and troubleshoot potential errors. Share the Report: Learn methods for distributing reports effectively within your organization.
Al Capone to Cybercrime: The Journey of IRS Special Agents
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance. Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system. Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development. Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
An Ethical Approach to Mental Health Issues at Work
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include: Virtue Ethics and Mental Health Definition, Myths and Bias of Mental Health Suicide: Facts and Resources Recognizing signs of potential mental health challenges Empathy and Listening Mental Health and Generational Expectations Becoming a Mental Health Ally
An Exhaustive Look At Fraud & Ways To Control It (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
An Exhaustive Look At Fraud & Ways To Control It (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Beyond the Basics: Financial Ratios You Might Be Overlooking
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Understanding Cost Behavior and Its Impact on Decision-Making Contribution Margin and Break-Even Analysis Margin of Safety and Its Role in Risk Management Operating Leverage and Financial Sensitivity Analyzing Asset Turnover for Operational Efficiency Cash Conversion Cycle and Working Capital Insights Free Cash Flow Yield as a Valuation Tool
Build Better Budgets: Fundamental Techniques
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Building Security/Efficiency via Internal Control (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
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
Building Security/Efficiency via Internal Control (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
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
CFO & Controller Critical Skills: Budgeting & Forecasting
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of budgeting tools Overview of difference between budgeting and forecasting Examples of various budgeting and forecasting techniques
CFO Solutions to IRS Problems
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
CPA to CFO: Essential Competencies for Finance Leaders
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
ChatGPT for Accountants: 50+ Use Cases
Available Until
Webinar
2.00 Credits
Member Price: $79
Major topics covered in this course include: Introduction to ChatGPT and artificial intelligence chatbot technologies Automating frequently asked questions and the onboarding process Verifying and reviewing financial records Providing real-time support to clients Generating financial reports Automating tax return preparation and financial planning Providing guidance on financial decision making
Compilation, Preparation and Review Basics and Peer Reviews
Available Until
Webinar
2.00 Credits
Member Price: $79
Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.
Complete Guide to Analyze Data with Excel PivotTables
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables. Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making. Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Controls to Secure a Growing Digital Footprint
Available Until
Webinar
4.00 Credits
Member Price: $159
Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices