CPE Catalog & Events
Advanced Excel for Staff - Build Reports and Analyze Data
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.
Individual 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:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings
2025 Not-for-Profit Accounting & Auditing Update
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Webinar
3.50 Credits
Member Price: $99
Yellowbook Auditing Accounting
Using Psychology Secrets to Love your life and Get More Done
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Webinar
5.00 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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Webinar
3.00 Credits
Member Price: $39
Technology Cybersecurity
Big Picture Mega-Trends, Big Data, and World We Now Face
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Webinar
4.00 Credits
Member Price: $79
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
Considerations of Fraud
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Webinar
4.00 Credits
Member Price: $79
AU-C 240 Auditing Yellowbook
Generative AI Strategy for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation
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.
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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Webinar
3.20 Credits
Member Price: $39
Revenue Recognition Accounting
The Controllers Role in Data Analytics and Big Data
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Webinar
3.50 Credits
Member Price: $59
Accounting Finance Financial Statements
What If Your Client Didn't Take Reasonable Compensation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
3.50 Credits
Member Price: $59
Accounting and Finance
K2's Ripped From The Headlines - Lessons From Interesting Tech Crimes
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Webinar
4.00 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
Profitability Pricing: Boost your Bottom Line
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Webinar
4.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Staff Retention Keep the Best People
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Webinar
5.00 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Webinar
5.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Tax Season Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update
The Best Federal Tax Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $299
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Internal Control Frameworks for Single Audit
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Webinar
1.00 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting