CPE Catalog & Events
Excel - Create KPI Dashboards for Maximum Impact
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include: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
The Bookkeeper Goes to Prison
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Corporate Fraud Risk & Investigations 2024
-
TBD
4.0 Credits
Member Price: $159
• Types of Corporate Fraud • Introduction to fraud risk • Fraud risk prevention programs • Fraud investigations
Everyday Ethics: Doing Well by Doing Good 2024
-
TBD
4.0 Credits
Member Price: $159
• AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 • Implications of the Sarbanes-Oxley Act of 2002 • Recent, relevant cases on accounting profession ethics and professional responsibility • Areas the partner should pay particular attention to • What it means to be a profession and a professional • Ethical frameworks
Tax-Exempt Organization and Form 990 Basics 2024
-
TBD
4.0 Credits
Member Price: $159
• Tax exemption and the many types of tax-exempt organizations • Private foundation versus public charity • Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024 • Intermediate sanctions, private inurement and private benefit • Public support • Unrelated business income tax, including Final Treasury Regulations • Special rules, for advertising, bingo and trade shows • Update on recent developments
Just Ask Why - Searching for Answers: Generating Solutions
-
TBD
4.0 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
How Fraud Can Affect Smaller Organizations
-
TBD
4.0 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 2024
-
TBD
8.0 Credits
Member Price: $299
• Financial entity • IRS filing status • Recent ASC updates affecting nonprofits • Inflows and Outflows • QuickBooks Desktop • Setup • Data entry • Reporting • Governance policies and budgeting
Audit 403: Fraud Trends - Applying Real-Life Lessons
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Entertainment, Meals & Travel Expenses: Review and Update
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
2024 The Psychology of Fraud
-
TBD
1.8 Credits
Member Price: $59
Fraud Fraud Triangle
Cryptocurrencies for the CFO: Explaining Blockchain
-
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
The Motives and Mystery of Ethics-Understanding the Why
-
TBD
2.0 Credits
Member Price: $79
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Form 1120S - Preparation and Analysis
-
TBD
2.0 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
ESOPs as a Succession Strategy
-
TBD
1.0 Credits
Member Price: $39
Succession Planning Employee Benefits Tax Advantages
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024
-
TBD
1.0 Credits
Member Price: $49
• Alteryx terminology • The complimentary relationship between Alteryx and Excel • Importing data into Alteryx: an introduction to the Input Data Tool • The Select Records Tool • The Dynamic Rename Tool • The Output Data Tool
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
-
TBD
1.2 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
Auditing Standards & Audit Quality 2024
-
TBD
2.0 Credits
Member Price: $89
• Key Upcoming Accounting Standards Update (ASU) Adoption Dates • FASB Agenda • PCC Activity & Standards • New Risks • Recent ASU's in the last year
Moving Beyond the Basics of Excel
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Using formulas to manipulate and transform dataUsing formulas and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Solver to perform multivariate analysis
Surgent's Excel: Mastering PivotTables
-
TBD
2.0 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel