CPE Catalog & Events
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
Coping With the Growth of Online Fraud
Available Until
Webinar
4.00 Credits
Member Price: $159
The actuation of online and other cyber frauds Fraudulent acts that are initiated electronically Automated and employee driven methods that can reduce cyber-fraud risk
Corporate Transparency Act Developments
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report. Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA's unconstitutionality Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: The common weaknesses in a criminal tax investigation. The key documents to review (In a sea of thousands of documents). Crafting questions to recommend in court proceeding.
Erase the Mark: Best Practices in Penalty Abatement
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this course include: The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Ethical Performance Management
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include: Definition and Benefits of Ethical Performance Management Setting Standards/Goal setting Preparing and Conducting the Appraisal Interview Legal Considerations in Performance Management Avoiding Rater Bias Feedback and Coaching
Ethics Based Leadership for Women
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include: Virtue ethics and leadership Challenges to leadership for women Self-awareness and defeating internal messages Imposter syndrome Speaking my truth, finding my voice Giving and receiving feedback Raise your hand, stand up and sit down
Ethics and Technology for CPAs
Available Until
Webinar
2.00 Credits
Member Price: $79
The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies. The profession's need to change to meet its ethics standard in a technology-centric environment. Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Ethics, Tax Practice & Understanding Circular 230
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Importance of ethics in tax practice Overview of Circular 230 and its application to tax practitioners Common ethical violations and penalties Procedures to promote compliance with ethical standards Real-life scenarios illustrating ethical decision-making in tax preparation Circular 230 provisions related to tax return preparation and representation Best practices for maintaining professional integrity and compliance