CPE Catalog & Events
Fraud & Embezzlement; Case Studies from the Trenches
Available Until
TBD
2.00 Credits
Member Price: $79
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.
Fundamentals of Income Taxation
Available Until
TBD
2.00 Credits
Member Price: $79
Standard Deductions v. Itemized Deductions Defining ordinary income, capital gains and qualified dividends. Cash v. Accrual methods Above- and Below- the Line deductions Extensions for filing a return Calculating the federal tax liability
History of Investing
Available Until
TBD
1.50 Credits
Member Price: $59
Early concepts of investment managementGordon Growth Model Harry Markowitz: Risk Return Trade-OffFama & French: Factor ModelingWhich factors are better?Smart BetaIncorporating Client Behavioral BiasesWhat's Ahead?
How Fraud Can Affect Smaller Organizations
Available Until
TBD
4.00 Credits
Member Price: $159
The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
IRS Penalties and Abatements
Available Until
TBD
2.00 Credits
Member Price: $79
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
If You Only Knew What Microsoft Word Could Do
Available Until
TBD
2.00 Credits
Member Price: $79
Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
Implementing and Maintaining an Internal Controls (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Implementing and Maintaining an Internal Controls (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Independence and Conflicts of Interest
Available Until
TBD
1.00 Credits
Member Price: $39
AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: Olympus Case Study: Buca di Beppo
Internal Control Changes for Remote Workers
Available Until
TBD
2.00 Credits
Member Price: $79
The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Internal Controls to Mitigate Financial Reporting Risk
Available Until
TBD
2.00 Credits
Member Price: $79
Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements
Like-kind Exchanges in Real Estate Transactions
Available Until
TBD
2.00 Credits
Member Price: $79
Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy. These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability. These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
LinkedIn Profile Secrets for CPAs
Available Until
TBD
2.00 Credits
Member Price: $79
Effective branding and LinkedIn profile positioning for CPAs Best practices and tips for each profile feature Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords Sizzle elements: Your headshot, background banner, videos, and media Essential LinkedIn settings and privacy for CPAs
Online Fraud Targeting Individuals & Companies
Available Until
TBD
2.00 Credits
Member Price: $79
Types of fraud that targets individualsHow organizations can work to reduce risk for workers
Operations Level Internal Control
Available Until
TBD
4.00 Credits
Member Price: $159
An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Power BI - Go Beyond PivotTables with Power Pivot (Course 6)
Available Until
TBD
4.00 Credits
Member Price: $159
Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power Pivot
Power BI - Introduction to MS Power BI Tools (Course 1)
Available Until
TBD
2.00 Credits
Member Price: $79
The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
Power BI - Share Your Data Analysis using PowerBI.com (Course 9)
Available Until
TBD
2.00 Credits
Member Price: $79
A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
Power BI - Use Advanced Calculations with DAX Formulas (Course 7)
Available Until
TBD
4.00 Credits
Member Price: $159
Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)
Available Until
TBD
4.00 Credits
Member Price: $159
Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations