CPE Catalog & Events
Excel Tips & Tricks for the Non-Accountant
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Webinar
2.00 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Common Financial Statement Disclosures
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Webinar
2.00 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Partnership Tax Updates (2025)
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.IRS procedural updates on passthrough entities.New developments on conservation easements.
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
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Webinar
1.00 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
Performance Management
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Webinar
1.00 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Webinar
4.00 Credits
Member Price: $129
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
Expand Your Analytical Toolbox More Tools for Success
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Webinar
4.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
K2's Harnessing ChatGPT - Unlocking Professional Efficiency
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Webinar
1.00 Credits
Member Price: $39
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Webinar
1.00 Credits
Member Price: $39
Appreciation Languages of appreciation Appreciation strategies
How to Double Your Firm's Revenue Through CFO and Advisory
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.
Internal Control Fundamentals
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Webinar
2.00 Credits
Member Price: $79
COSO Yellowbook Auditing
Generation Intelligence: Navigating the Generational Divide
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Webinar
1.00 Credits
Member Price: $39
Generations
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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Webinar
1.00 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
Topic 842 - Implementing Leases Workshop
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Webinar
4.00 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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Webinar
1.00 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
Balancing Employee and Employer Rights
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Webinar
1.00 Credits
Member Price: $39
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
Real Estate Tax Update
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones
Power Skills: Your Guide to Professionalism and Client Interactions
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Webinar
2.00 Credits
Member Price: $79
Communication Business Management
HR's Role in Business Evolution: Strategy, Finance, and Growth
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Webinar
1.20 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI