CPE Catalog & Events
The Successful Family Business
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
Why People Are Irrational, Biased and Emotional With Money
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
Navigating Difficult Conversations with Coworkers
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TBD
1.0 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Tax Planning-Buying and Selling C Corporations 2024
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TBD
2.0 Credits
Member Price: $89
• Taxable asset sales, sale of stock of the corporation and stock redemptions • Tax treatment of transaction costs of acquired intangibles, IRC 197 • Seller consulting and employment agreements • Installment sales • Sales of stock to Employee stock ownership plan • Tax-deferred acquisitive corporate reorganizations • Net operating losses and tax credits of acquired corporate business • The basics of stock sales eligible for Sec. 1202 and Section 1244
The Bookkeeper Goes to Prison
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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
Promoting Mental Health in the Workplace to Prevent Violence
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TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
Compilations, Reviews, and Audits: How They Differ
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Review of differences of compilation, review and audit engagementsCompare and contrast major considerations of each type of engagementProvide practical tips and strategiesProfessional standards that govern each type of engagement
Performance Targets That Deliver Results Without Burnout
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TBD
1.2 Credits
Member Price: $39
Performance target design Target testing
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
Speaking For Impact
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TBD
4.0 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
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
Navigating Difficult Conversations with Clients
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TBD
1.0 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
The Role of HR in Business Sustainability
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TBD
1.2 Credits
Member Price: $39
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Budgeting: Presenting and Communicating your 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
Critical Thinking for Financial Professionals
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TBD
1.0 Credits
Member Price: $55
Two Systems of ThinkingSystem 1System 2 How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions
Take Your PowerPoint From Mess to Success
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TBD
1.0 Credits
Member Price: $39
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
Ethics in Today's World and Practical Application Tips
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TBD
2.0 Credits
Member Price: $85
Explore a time-line of business ethical issues and understand the "why's around their occurrence" Evaluate ethical theories Explore risk factors for identifying ethical situations Practical tips for profiling and dealing with ethical culture Practice you knowledge with real-life ethical scenarios
2024 Accounting Update in a Post COVID-19 World
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TBD
2.0 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management
Surgent's Preparation and Compilation Engagements Under the SSARS
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TBD
4.0 Credits
Member Price: $159
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback