CPE Catalog & Events
Optimize Your Staff's Performance
-
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
360 Budgeting: A Holistic Approach to Process and Solutions
-
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
-
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
-
Webinar
1.00 Credits
Member Price: $39
Mental Health Awareness
Emotional Intelligence for Professionals: Mastering the Human Side of Success
-
Webinar
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Combatting Sexual Harassment in the Workplace
-
Webinar
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
Taxation of Non-fungible Tokens (NFTs)
-
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
-
Webinar
2.00 Credits
Member Price: $79
Performance Metrics Budgets
Effectively Responding to IRS Letters
-
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
-
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.
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
The Controllership Series - The Future Role of the Controller Part 1
-
Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
Inventory, Expense and Payroll Fraud
-
Webinar
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
All About Fraud - Examples, Prevention and Auditing
-
Webinar
4.00 Credits
Member Price: $129
Auditing Yellowbook
Top Employment Tools to Protect Your Business and Recommend to Business Clients
-
Webinar
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
Webinar
2.00 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Inventory Accounting GAAP, Software and Recognizing Variances
-
Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Independence for Auditors - AICPA, PCAOB, GAO & DOL
-
Webinar
4.00 Credits
Member Price: $129
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
The Controllership Series - The Future Role of the Controller Part 2
-
Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
Webinar
1.00 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.