CPE Catalog & Events
CFO Series - December 2024 Webinar Bundle
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TBD
8.0 Credits
Member Price: $249
All times listed are Eastern Time ZoneWeek 1: CFO Series: Measuring and Reporting - ESG and SustainabilityCPE: 2Field of Study: AccountingDiscussion Leader: Don Minges, MBADate: Friday, December 06, 11:00 amDescription: ESG broadly covers many of the non-financial issues every organization faces. The use of ESG as a term however conjures images to many of tree-huggers protecting rare species at the expense of jobs and growth, requirements that well-qualified candidates are not hired or passed over for promotion because they do not meet "diversity standards" and that companies are constrained by restrictive laws and regulations from conducting their business.ESG is not about limiting growth or profitability. It is about measuring non-financial information and using that information to make companies more efficient and more profitable.ESG is not a fad that will go away but a method of viewing our organizations so that they can be better and more profitable.Week 2: CFO Series: Bridging the Gap with Marketing Mgt: the Four PsCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, December 13, 11:00 amDescription:What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how.Week 3: CFO Series: Accepting Perfectionists: Understand & Adapting CPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, December 20, 11:00 amDescription: You may know people who believe, "Good is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies. We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. Based on research and proven methods, we will review tactics that may help perfectionists learn how to transform their behaviors. If you know at least one perfectionist, this session will significantly help you and them.Week 4: CFO Series: The ROI on Your People? Maximizing Returns CPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Bob Mims, CPADate: Friday, December 27, 11:00 amDescription: Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?
Leadershift Ethics: Things Must Change!
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Enact Retaliation Abatement and Monitoring Measures
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TBD
1.0 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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TBD
1.0 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
HR Guide to Evolving Business Strategy, Finance and Development
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TBD
1.2 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
The Controllership Series - The Role of the Controller in ESG
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TBD
1.5 Credits
Member Price: $59
Accounting Finance SG Operations
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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TBD
1.6 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Benford's Law and Other Digital Analysis Techniques
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TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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TBD
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
2024 Not-for-Profit GAAP Update
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TBD
2.0 Credits
Member Price: $79
NAC CECL
Becoming a Fraud Investigator
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters
K2's 2024 Accessing Your Company's Data With Power Query And Power BI
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TBD
2.0 Credits
Member Price: $79
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel Producing various reporting documents from data delivered from Power Query
2024 Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Preparation Compilation Review
Balance Sheet Management: The Least Understood Risk
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TBD
4.0 Credits
Member Price: $129
Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples
2024 Practical Ethics and Circular 230 Compliance for CPAs
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TBD
4.0 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
2024 The Complete Guide to the Preparation for Form 1041
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TBD
8.0 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
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
The Controllership Series - The Future Role of the Controller Part 1
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TBD
1.5 Credits
Member Price: $59
Accounting and Finance
Excel - Building Powerful Lookup & Reference Formulas
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions