CPE Catalog & Events
Prioritizing Mental Health in the Post-COVID Workplace
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TBD
1.2 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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TBD
1.0 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
2024 Not-for-Profit GAAP Update
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TBD
2.0 Credits
Member Price: $79
NAC CECL
Cash Forecasting, Reporting and Metrics - Managing the Lifeblood of the Business
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TBD
2.0 Credits
Member Price: $79
Key components of the Cash Flow model Receipts and Disbursements model Applying uniqueness for your organization, your industry, the macro environment Incorporating strategic analysis into cash forecasting Using reporting and metrics to make cash forecasting more complete Benchmarking as a tool to improve the accuracy of your cash forecasting
ChatGPT for Accountants: 50+ Use Cases
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Resolving Ethical Conflicts
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TBD
2.0 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
Dashboard and Report Design Principles Using Excel
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TBD
4.0 Credits
Member Price: $129
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
2024 Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Preparation Compilation Review
2024 Federal Tax Update for Business with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rulings and developments impacting business taxpayers Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation S corporation and partnership developments Travel, meals and entertainment expense reporting update
How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts
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TBD
8.0 Credits
Member Price: $225
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
Passive Activities & Rental Real Estate Income Tax Issues
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of an activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402
2024 Annual Update for Accountants & Auditors
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TBD
8.0 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
ACPEN Signature 2024: Financial Statement Preparation: Compilation and Review Update
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TBD
8.0 Credits
Member Price: $250
Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards
K2's 2024 AI Confidential - Privacy And Artificial Intelligence
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TBD
1.0 Credits
Member Price: $39
Tools for evaluating and summarizing licenses and privacy policies Definitions of significant terms and concepts often used in software licenses Review critical terms associated with services like Microsoft 365 or QuickBooks Online
K2's 2023 Shredding Your Servers And Going Virtual
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TBD
2.0 Credits
Member Price: $79
Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers
2024 SAS 145: Modern Risk-Based Auditing
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TBD
2.0 Credits
Member Price: $79
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
2024 Individual Tax Update with Steve Dilley
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
CFO Series: Successful System Implementations: Planning!
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The consequences of failure to plan and why shortcuts cause even more issues.How to learn from our previous mistakes.No two installations are the same! A team effort, with the right people, is required! Tests and testing are mandatory.Why cheap costs more.How accounting should communicate.Managing the organization to enable better system implementations.
Designing a Work Program for Your Financial Planning Practice 2024
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TBD
2.0 Credits
Member Price: $89
• Cash flow management and budgeting • Planning for insurance • Investing • Income tax • Education • Retirement and estate planning • Employee benefits