CPE Catalog & Events
Excel - Advanced Financial and Statistical Calculations
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
K2's 2024 Getting Started With Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $79
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Surgent's Handling Difficult People
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Webinar
2.00 Credits
Member Price: $99
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Surgent's Implementing the New Risk Assessment Standard
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Webinar
2.00 Credits
Member Price: $99
The performance of risk assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new “stand-back” requirements related to risk assessment
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Webinar
2.00 Credits
Member Price: $99
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Webinar
4.00 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
The Controllership Series - Managerial Accounting Basics and Costs
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance
CFO Series: Tactics to Improve Bottom Line: 1st Improve ROI
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to the three levers - Income, Asset Utilization, and Risk.Cost controlWaste eliminationLean, Total Quality Management, and Six Sigma.Simplification - A case study in how complexity is an insidious profit killer.Activity based costing.Understanding what drives cost and how to control cost.Accounting practices that are antithetical to good cost control.Getting the message across and generating action.Where are the good ideas buried?Increasing volumeHow effective is your advertising and promotion?What is your unique selling proposition?Are you stifling innovation?PricingPricing for value not cost recovery.Understanding competition.Looking for the 'blue ocean' opportunity.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Webinar
4.00 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
The Role of Internal Control in the Risk-Based Audit
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Deception, Embezzlement and Fraud 2024
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Webinar
8.00 Credits
Narcissism Studies Fraud Embezzlement Technology used in scams
K2's Excel Essentials For Staff Accountants
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Webinar
8.00 Credits
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
CFO Series - August 2024 Webinar Bundle
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Webinar
8.00 Credits
Member Price: $249
All times listed are Eastern Time ZoneWeek 1: CFO Series: Tactics to Improve Bottom Line: 1st Improve ROICPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, August 02, 11:00 amDescription: What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this the first of three sessions, see 1) above, we will explore successful strategies to improve pricing, increase volume, and reduce risk. We will discuss proven techniques to help your organization thrive.Week 2: CFO Series: Advancing Your Role as a Business LeaderCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, August 09, 11:00 amDescription: Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader.Week 3: CFO Series: Are Employees Assets? Today's New EmploymentCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Bob MimsDate: Friday, August 16, 11:00 amDescription: As the manager's role continues to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, but does this treatment bias our view of the people in our organization? What do the most successful organizations do, believe, and why? What are the winning organizations doing that works? If you have an opinion as to whether employees are an asset or not, this is a thoughtful, interactive discussion to highlight what works in today's new employment environment.Week 4: CFO Series: Ready to be an Effective CFO? Skills to SucceedCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Anita Layton, MBA, CPA, CMADate: Friday, August 23, 11:00 amDescription: With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day - rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective.
Audit 103: Adapting to the Engagement - Complying with SSARS
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services
The Lifecycle of a Criminal Tax Investigation
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Who investigates tax crimes?How are the tax crimes found?What happens if tax crimes are discovered?What steps are taken from the beginning of the investigation to imprisonment?
Enact Retaliation Abatement and Monitoring Measures
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Webinar
1.00 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
Prioritizing Mental Health in the Post-COVID Workplace
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Webinar
1.20 Credits
Member Price: $39
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Public Speaking and Confident Communication in Business
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Webinar
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
2024 The Psychology of Fraud
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Webinar
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
The Controllership Series - The Role of the Controller in ESG
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations