CPE Catalog & Events
The Updated Nuts and Bolts of IRC Section 1031 Exchanges
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TBD
2.0 Credits
Member Price: $79
Complete explanation of IRC §1031 Understand when to use a tax-deferred exchange Changes made to the technique in the Tax Cuts and Jobs Act Advantages and disadvantages of paying the tax versus using an exchange Understand the definition of like-kind property Understand what a qualified intermediary is Understand the need for an exchange accommodation title holder Understand a reverse exchange Understand a build-to-suit exchange Understand the forty-five-day rule and how to calculate it Precautions for property identification Investment property versus property held for sale
2024 Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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TBD
2.0 Credits
Member Price: $79
Accounting Finance Cash Investments
Inventory Accounting GAAP, Software and Recognizing Variances
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TBD
2.0 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Secure Act 2.0 - Everything that you Need to Know
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TBD
2.2 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans
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TBD
8.0 Credits
Member Price: $225
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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TBD
1.5 Credits
Member Price: $49
Accounting Finance Cashflow
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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TBD
2.0 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Profitability Pricing: Boost your Bottom Line
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TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
2024 Rewards & Recognition Strategies for Leaders
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TBD
1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
The Controllership Series - Addressing Budgeting Uncertainty
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
Coaching Leaders to Handle Sensitive Employee Relations Situations
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TBD
1.2 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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TBD
1.0 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
The Controller Function - Elevating the Role
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Progressive Management Accounting
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TBD
2.0 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Business Intelligence (BI) and Business Analytics (BA)
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TBD
2.0 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession