CPE Catalog & Events
What Every CPA Should Know About Fraud 2024
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TBD
4.0 Credits
Member Price: $159
• How is fraud detected? • The role of external auditors in finding fraud • Revenue recognition issues • Corrupt management • Data mining • Physical and biometric controls
CFO Solutions to IRS Problems
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Accounting Fraud 2024
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TBD
8.0 Credits
Member Price: $299
• The elements of fraud and the Fraud Triangle Theory • Types of fraud with a focus on management fraud • Best practices in fraud detection and deterrence
Analyzing Financial Statements 2024
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TBD
8.0 Credits
Member Price: $299
• Financial Reporting and Financial Statements • Use of Non-GAAP performance measures and key performance indicators • Forecasting • Valuation • Comprehensive Financial Statement Analysis with Case Study
Fundamentals of 1031 Exchanges 2024
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TBD
8.0 Credits
Member Price: $299
• Statutory framework for 1031 exchanges • Business and investment property characterization • Deferred exchange rules and techniques • Exchange mathematics: boot, gain and basis • Reporting for failed exchanges (over two tax periods) • Improvement, reverse and non-safe harbor exchanges • Partnership and TIC issues: IRC Sec. 761
Top 10 Payroll Questions You Didn't Even Know You Had
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TBD
1.0 Credits
Member Price: $55
The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.
Audit 405: Designing Internal Controls for Smaller Entities
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include: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 the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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TBD
1.0 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
A Better Way to Choose Your KPIs
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TBD
1.0 Credits
Member Price: $39
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
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TBD
1.2 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
Cryptocurrencies for the CFO: Explaining Blockchain
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TBD
2.0 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Cash Management: Strategies for Long-Term Success
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TBD
2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Cash Conversion Cycle: Tool and Techniques
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TBD
2.0 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
The Leadership Skills of Tomorrow: Delegate and Listen
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
10 Ways to Create Delighted Clients and More Referrals
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TBD
4.0 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
2024 Tax Depreciation: Review & Update
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction
2024 New Client Ethical Challenges: The CPAs Guide
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TBD
2.0 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
Asset Protection 2024
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TBD
2.0 Credits
Member Price: $89
• Planning aspects • Legal theories • Protecting assets • Planning before and after lawsuits • Using business entities, including domestic and foreign corporations, LLCs and LPs • Planning for married couples and community property • Picking correct entities and jurisdictions • Domestic and foreign asset protection trusts
Finding Errors in Excel Spreadsheets
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
PFP Update: Income Tax, Retirement and Estate Planning 2024
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TBD
2.0 Credits
Member Price: $89
• The personal financial planning process • Relevance to income tax • Retirement and estate planning concerns and solutions