CPE Catalog & Events
Guide to Deducting Travel, Meals and Entertainment Expenses
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Leases: ASC Topic 842 in Depth 25-26
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Webinar
8.00 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Introduction to Yellow Book: 8-Credit Boot Camp
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Webinar
8.00 Credits
Member Price: $225
Accounting & Auditing Yellowbook Uniform Guidance
Build Better Budgets: Fundamental Techniques
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Digging Deep with Excel Pivot Tables
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Webinar
3.00 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
K2's The Best Kept Secrets Of Microsoft 365
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Webinar
4.00 Credits
Member Price: $79
New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use
Excelling at Excel: Tips, Tricks and Updates
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Webinar
4.00 Credits
Member Price: $79
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
How to Audit Prepaid Expenses
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Webinar
4.00 Credits
Member Price: $79
Pre-paid Expenses Auditing Yellowbook
Building Your Personal Net Worth: Invest in Your Future
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Webinar
1.00 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Surgent's Excel Tables and Conditional Summing
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Webinar
2.00 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Critical "Soft" Skills for CFOs and Controllers
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Webinar
6.00 Credits
Member Price: $129
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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Webinar
6.00 Credits
Member Price: $129
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
Building a Better Budget in a Time of Uncertainty
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Consulting Services Secrets
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Webinar
3.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Webinar
2.00 Credits
Member Price: $89
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.
K2's Saving Time With Electronic Forms
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Webinar
3.00 Credits
Member Price: $39
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
Casualty Losses: Disaster Relief Act of 2024
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
Learning to Teach "Tax" as a Second Language
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Webinar
3.00 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
Revenue Recognition - Allocate the Transaction Price
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Webinar
3.80 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
3.00 Credits
Member Price: $79
Accounting Finance Cash Investments