CPE Catalog & Events
Taxation of the Cannabis Industry
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
The Controller Function - Cash and Investments
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Webinar
2.40 Credits
Member Price: $39
Accounting Finance
Preparation, Compilation and Review Engagements
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Webinar
3.00 Credits
Member Price: $79
Auditing Yellowbook
CFO Series: CFO or Detective? Running Skillful Investigation
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:What is an investigation, and when is it warranted? How to prepare for an investigation. Who should conduct it? Defining the boundaries.When to outsource vs conduct the investigation internally?Evidence collection and preservation.The paper and data trail.Witness statements.Employee rights during investigations.Investigative techniques (data analytics, surveillance, interviews).Reporting results.When to take the next step – the legal process.
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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Webinar
2.40 Credits
Member Price: $79
Employee Theft Prevention
Grading Your Auditors - Are You Getting the Most Value?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
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Webinar
1.00 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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Webinar
1.00 Credits
Member Price: $39
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
Safety Synergy: Uniting Elements for a Secure Workplace
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Webinar
1.20 Credits
Member Price: $39
How to evaluate physical security Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview
Private Company Simplified GAAP Alternatives
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Webinar
2.00 Credits
Member Price: $79
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
Shortcuts that Excel Users Love
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Auditing For Fraud
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Webinar
2.00 Credits
Member Price: $79
Auditing Fraud
CPAs and Addictions: Finding Hope and Healing
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Webinar
2.50 Credits
Member Price: $79
Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
Business Tax Update: Recent Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2024/25 legislation impacting business taxpayersTax depreciation updateGIG workers and Form 1099-KCommercial Clean Vehicle CreditRecent business taxpayer case rulingsFINCEN Beneficial Ownership Information reporting update
Titans of Tax Mid-Year Update 2025
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Webinar
1.00 Credits
Member Price: $55
Federal and California legislative changes enacted in 2025 that affect 2025 returns or actions to be taken before the end of 2025. Developments from the IRS and FTB to consider before November 2025
Ethics in Communicating & Reporting
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Webinar
1.00 Credits
Member Price: $79
Fundamentals of ethical communication 4 must-have communication skills How to improve your ethical communication skills Problems related to unethical behavior in reporting & communication
Revenue Recognition - Allocate the Transaction Price
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Webinar
1.80 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
What's Changing in Risk Assessment
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Webinar
2.00 Credits
Member Price: $79
Auditing Yellowbook
Power BI - Bringing It All Together for Data Analysis
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Webinar
2.00 Credits
Member Price: $89
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.