CPE Catalog & Events
10 Keys to Outstanding Service and More Referrals
-
Webinar
2.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
The Art of Marketing for CPAs
-
Webinar
2.00 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
-
Webinar
2.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Critical Technical Skills for CFOs and Controllers
-
Webinar
4.00 Credits
Member Price: $129
A methodical approach to business and strategic planning Overview of The Balanced Scorecard approach to creating key performance metrics Common metrics for analyzing financial statements and trends Accounting and finance role in Enterprise-wide Risk Management (ERM)
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
Webinar
2.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Leaders Eat Last. Why? The Characteristics of Great Leaders
-
Webinar
2.00 Credits
Member Price: $79
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
Planning in an Uncertain World
-
Webinar
2.00 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Global Internal Audit Standards (GIAS) Domain IV - Part 1
-
Webinar
1.20 Credits
Member Price: $79
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
The Controllership Series - Financial Statement Preparation
-
Webinar
1.60 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Effective Coaching Strategies for High Performance
-
Webinar
4.00 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Leading and Managing the Accounting Department
-
Webinar
4.00 Credits
Member Price: $129
Accounting Leadership Management
The Single Audit from Beginning to End Update
-
Webinar
4.00 Credits
Member Price: $225
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
-
Webinar
4.00 Credits
Member Price: $225
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
Maintaining a Harmonious Working Environment
-
Webinar
1.00 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
-
Webinar
1.00 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
The Power of a Good Story!
-
Webinar
4.00 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour
-
Webinar
4.00 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
-
Webinar
8.00 Credits
Member Price: $225
Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards
The Controllership Series - The Controllers Role in Procurement Function
-
Webinar
1.20 Credits
Member Price: $39
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations