CPE Catalog & Events
Excel - Using Charts for a Non-Financial Audience
Available Until
TBD
2.00 Credits
Member Price: $79
Selecting the right type of chartCreating dynamic chartsChoosing what data to display as a chartCustomizing charts using various optionsPrinting and sharing charts
Excel - Using PivotTables for Data Analysis
Available Until
TBD
4.00 Credits
Member Price: $159
The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Excel - Working With Text, Date and Time Functions and Formulas
Available Until
TBD
2.00 Credits
Member Price: $79
Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerforming date and time calculations with the Date and Time functions
Exploring Internal Controls: That Could Have Prevented Frauds
Available Until
TBD
2.00 Credits
Member Price: $79
Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios
Financial Statement Shenanigans
Available Until
TBD
2.00 Credits
Member Price: $79
Factors that cause people to commit financial statement fraud The seven most common ways of "cooking the books" Specific corporate scandals which highlight "financial shenanigans" Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud
Fixing Your Chart of Accounts
Available Until
TBD
1.50 Credits
Member Price: $59
Current Chart of Accounts Best Practices Why developing a chart of accounts begins with studying your organizational chart How to identify your account segments Determining the order of your account segments Best practices for numbering account bases How to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differs Two key approaches for preserving your historical data What to know when making major chart of accounts changes
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.
Fraud Trends - Applying Real-life Lessons to Small- and Mid-Size Entities
Available Until
TBD
2.00 Credits
Member Price: $79
Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse Real-life examples of fraud in nonpublic entity and nonprofit environments. Cyber-security risks of fraud
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
GASB 87: Are you ready?
Available Until
TBD
1.50 Credits
Member Price: $59
LeasesGASB 87Financial reporting
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
Integrity, Objectivity and Judgment; Values in Action
Available Until
TBD
1.00 Credits
Member Price: $39
AICPA Code of Conduct: Integrity and Objectivity Case Study: Mortgage crisis of 2007-2010 Case Study: World Com
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