CPE Catalog & Events
Risk Management in a Post-Covid World
Available Until
TBD
1.50 Credits
Member Price: $59
Black Swan Risks Role of Finance, Internal and External Auditors COSO's Risk Management Standards The COSO Cube The COSO Double Helix Risk Management Definitions Event Identification Expected Value Analysis The Heat Map The World Economic Forum Global Risk Reports Alternative Risk Responses Avoidance Reduce/Increase Share Accept Lessons from the Great by Choice Research Personal Risk Management
Schedule C of Form 1040
Available Until
TBD
2.00 Credits
Member Price: $79
Schedule C Business Deductions Self-employment taxes Business use of a vehicleSection 179 and Bonus Depreciation
Section 174: New Rules for Research & Experimentation
Available Until
TBD
1.00 Credits
Member Price: $39
Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs. Comparison of the Section 41 R&E credit to the Section 174 R&E deduction. Financial accounting for R&E costs. Required change of accounting method and Form 3115. Revised treatment of software development costs. Comprehensive case problems explaining implementation of the law changes.
Secure Act 2.0: What you need to know
Available Until
TBD
1.50 Credits
Member Price: $59
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals "Starter" 401(k)s for Certain Employers Part-time Worker Improved Coverage Excise Tax Reduction for Certain Retirement Plan Accumulations Employee Plan Conflict Resolution Expansion Retroactive First Year Elective Deferrals For Sole Proprietors Change in Plan Requirements for Unrollees Surviving Spouse Election Reduced Tax on Excess Contributions Timely Plan Amendment Changes Elective Deferral Changes Employer Match as Roth Contribution
Shortcuts that Excel Users Love
Available Until
TBD
2.00 Credits
Member Price: $79
The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful features
Shorten Month-End Closing Best Practices
Available Until
TBD
4.00 Credits
Member Price: $159
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
Steps to Stop External Fraud
Available Until
TBD
2.00 Credits
Member Price: $79
Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Talk This Way - Communication Skills for the CPA
Available Until
TBD
2.00 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentationsThe importance of recursive revision Tips for success Pitfalls to avoid
Taxation of Business Entities
Available Until
TBD
2.00 Credits
Member Price: $79
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Understanding Internal Control Constructs
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlThe importance of control measure interdependency
Understanding/Creating Internal Control Systems (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Understanding/Creating Internal Control Systems (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
What You Can Learn From the Statement of Cash Flows
Available Until
TBD
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
What's New in Excel
Available Until
TBD
2.00 Credits
Member Price: $79
New features and tools in ExcelUpdates to the Excel Function Library
Yellow Book Independence and Single Audit Fundamentals
Available Until
TBD
4.00 Credits
Member Price: $159
The conceptual framework approach to independence Independence threats related to preparing financial statements and accounting records Consideration of specific non-audit services that would and would not impair independence Documentation necessary to support adequate consideration of auditor consideration Fundamentals of a compliance audit performed under the Uniform Guidance Schedule of expenditure of federal awards Determination of major programs Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Writing an audit finding Reporting requirements of a single audit
You Don't Know What You Don't Know About Excel (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library
You Don't Know What You Don't Know About Excel Part 1
Available Until
TBD
4.00 Credits
Member Price: $159
Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library
Behind the Curtain: Exploring IRS Audit Technique Guides
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Build Better Budgets: Fundamental Techniques
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Corporate Transparency Act Developments
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report. Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA's unconstitutionality Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.