CPE Catalog & Events
Ethics - Regulatory and Standards Update
Available Until
TBD
2.00 Credits
Member Price: $79
Recent ethics standards changes that impact your practice. Key regulatory changes and initiatives affecting CPAs and the future of the profession. Emerging issues and standard-setting activity that could affect your practice. Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties. How failure to follow the standards can result in unwanted regulatory actions and publicity.
Ethics and Technology for CPAs
Available Until
TBD
2.00 Credits
Member Price: $79
The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies. The profession's need to change to meet its ethics standard in a technology-centric environment. Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Ethics: 10 Crucial Qualities of High-Character CPAs
Available Until
TBD
2.00 Credits
Member Price: $79
Discover why the ten crucial qualities of high-character CPAs are essential to your success Learn how to evaluate these qualities in job candidates and why you must do so
Ethics: Get Rich, Lose Weight, and Enjoy True Love
Available Until
TBD
2.00 Credits
Member Price: $79
We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results). Next we'll do a deep dive into the five principles of ethical intelligence: Do No Harm Make Things Better Respect Others (by keeping confidences, telling the truth, and keeping your promises) Be Fair CareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best. We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life.
Ethics: How to Build and Keep Your A-Team
Available Until
TBD
1.00 Credits
Member Price: $39
Advertise for character Hire for character Promote and fire for character Walk the talk
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business
Available Until
TBD
2.00 Credits
Member Price: $79
We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken-because it will be both entertaining and rich in content!
Ethics: Lead Like a Superstar and Build a Rocking Business
Available Until
TBD
1.00 Credits
Member Price: $39
We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them.
Excel - Advanced Defined Names & Excel Tables
Available Until
TBD
2.00 Credits
Member Price: $79
Using the INDIRECT function with Defined NamesThe importance of Consistent Column CalculationsWays to create Consistent Column CalculationsUsing Structured Table References in formulas
Excel - Advanced Financial and Statistical Calculations
Available Until
TBD
2.00 Credits
Member Price: $79
Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest paymentsCalculating and summarizing data with SUMIF and SUBTOTAL functionsUsing statistical functions to analyze data
Excel - Advanced Formatting to Improve Your Spreadsheets
Available Until
TBD
2.00 Credits
Member Price: $79
Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes
Excel - Advanced Spreadsheet Troubleshooting Techniques
Available Until
TBD
2.00 Credits
Member Price: $79
Exhibiting the value and the art of nesting formulasDemonstrating different ways to troubleshoot complex formulasReviewing Excel's nine built-in error-checking optionsTeaching different techniques for resolving rounding errors
Excel - Auditing Your Spreadsheets for Maximum Accuracy
Available Until
TBD
2.00 Credits
Member Price: $79
Proofing methodsExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
Excel - Building Powerful Lookup and Reference Formulas
Available Until
TBD
2.00 Credits
Member Price: $79
Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functionsSpeeding up worksheet creation with the INDIRECT functionTesting conditions with the LOGICAL functions (IF, AND, OR, NOT)Using ERROR checking functions
Excel - Create KPI Dashboards for Maximum Impact
Available Until
TBD
2.00 Credits
Member Price: $79
Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Excel - Feature Review in 100 minutes
Available Until
TBD
2.00 Credits
Member Price: $79
Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Excel - Formatting Spreadsheets for Beginners
Available Until
TBD
2.00 Credits
Member Price: $79
Cell formatting basics (fonts, fill, borders, alignment, numbers)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF) Creating and using templatesCreate a Default layout (Workbook, sheets, settings)
Excel - From a Blank Sheet to a Finished Workbook
Available Until
TBD
2.00 Credits
Member Price: $79
Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
Excel - Functions and Formula Shootout
Available Until
TBD
2.00 Credits
Member Price: $79
Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
Excel - Fundamentals, Data Entry and Basic Formulas
Available Until
TBD
2.00 Credits
Member Price: $79
Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
Excel - New Features That Benefit Excel 2019 & O365 Users
Available Until
TBD
2.00 Credits
Member Price: $79
The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new features