CPE Catalog & Events
Employment Law 101
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Webinar
1.00 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
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
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Webinar
2.00 Credits
Member Price: $79
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
Managing Your Money in Retirement
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Webinar
3.00 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
Deep Dive into Common Auditing Deficiencies
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Webinar
4.00 Credits
Member Price: $129
Auditing Yellowbook GAAS
K2's Advanced Excel
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Webinar
4.00 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
What's Changing in Risk Assessment
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Webinar
2.00 Credits
Member Price: $79
Auditing Yellowbook
Accounting for Leases
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Webinar
1.60 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Staff Retention Keep the Best People
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Webinar
3.00 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
Optimize Your Staff's Performance
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Webinar
4.00 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Social Security Basics and Strategies for Maximizing Benefits 26-27
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Webinar
8.00 Credits
Member Price: $329
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for divorced and surviving spouses Early retirement and the earnings test An overview of the obstacles beneficiaries face when claiming Social Security disability benefits Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies
360 Budgeting: A Holistic Approach to Process and Solutions
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Webinar
8.00 Credits
Member Price: $79
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Fundamentals of the 1040 for Junior Staff
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Webinar
8.00 Credits
Member Price: $245
Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments) Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits) Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203) Preparer due diligence, Circular 230 compliance, and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates for 2024 and potential changes in 2025
Promoting Mental Health in the Workplace to Prevent Violence
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Webinar
1.00 Credits
Member Price: $39
Mental Health Awareness
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Combatting Sexual Harassment in the Workplace
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Webinar
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
Taxation of Non-fungible Tokens (NFTs)
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Webinar
2.00 Credits
Member Price: $79
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Drive Results with Metrics
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Webinar
2.00 Credits
Member Price: $79
Performance Metrics Budgets
Effectively Responding to IRS Letters
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Webinar
2.00 Credits
Member Price: $79
Types of IRS letters: General notices, audits, collections, return requests, and errors Deadlines for responding to IRS correspondence Communication best practices for dealing with the IRS Avoiding escalation and penalties through proactive responses Ensuring compliance when addressing IRS correspondence Real-world examples of successful IRS communications Common pitfalls in handling IRS letters and how to avoid them
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Webinar
1.00 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.