CPE Catalog & Events
How to Audit Inventory
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.
Effective Communication Skills
-
Webinar
1.00 Credits
Member Price: $39
Communication Confidence Leadership
The Controllership Series - The Controllers Role in Procurement Function
-
Webinar
1.20 Credits
Member Price: $39
Accounting Finance Procurement
Revenue Recognition - Topic 606 Disclosures
-
Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
The Controllership Series - The Role of the Controller in ESG
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
Defining Lines: Advanced Professional Boundaries
-
Webinar
2.00 Credits
Member Price: $79
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Accounting Update in a Post COVID-19 World
-
Webinar
2.00 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
Cash Conversion Cycle: Tool and Techniques
-
Webinar
2.00 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Partnership Essentials: Tax Basis Capital Accounts
-
Webinar
2.00 Credits
Member Price: $79
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
The Preparation of Form 709 - Line-by-Line
-
Webinar
2.00 Credits
Member Price: $79
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
The SECURE Act 2.0 - Planning Opportunities for Employers
-
Webinar
1.00 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
How SAS Nos. 134-145 Improve Risk-Based Audits
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
Five Ways to Improve Your Leadership Skills
-
Webinar
1.00 Credits
Member Price: $39
Leadership Self-awareness Communication Delegation Empowerment
Internal Controls That May Have Prevented Fraud
-
Webinar
2.00 Credits
Member Price: $79
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
Form 7203 - How to Calculate Shareholder Basis
-
Webinar
2.00 Credits
Member Price: $79
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis
K2's Accountant's Guide To QuickBooks Online
-
Webinar
4.00 Credits
Member Price: $225
• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data
K2's Advanced Excel
-
Webinar
4.00 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
ChatGPT and Complex Financial and HR Conversations
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Implementing an AI-Enabled Marketing Strategy for Your Firm
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Module 1: Introduction to AI in Marketing The Basics of AI – Concepts and TerminologyModule 2: Leveraging AI Tools and Technologies Overview of AI Tools for MarketingModule 3: Practical Strategies for AI Integration Integrating AI into Your Marketing WorkflowModule 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven CampaignsModule 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in MarketingModule 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Webinar
1.00 Credits
Member Price: $39
Accounting Finance