CPE Catalog & Events
Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour
-
TBD
4.0 Credits
Member Price: $129
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
-
TBD
1.0 Credits
Member Price: $39
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Prioritizing Mental Health in the Post-COVID Workplace
-
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
Imagining a World Without Non-Competes
-
TBD
1.0 Credits
Member Price: $39
Federal non-compete law State non-compete law
Public Speaking and Confident Communication in Business
-
TBD
1.0 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
-
TBD
1.0 Credits
Member Price: $39
Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace)
-
TBD
1.0 Credits
Member Price: $39
Communication Feedback Management Leadership
Navigating Leaves of Absence
-
TBD
1.0 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Creating a Culture of Trust: Build Loyal and Engaged Teams
-
TBD
1.5 Credits
Member Price: $59
Culture Trust
2024 Nonprofit Taxation Rules and Form 990
-
TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Ethics in the Real World - Living Values for Today
-
TBD
2.0 Credits
Member Price: $79
Four root causes of unethical business behavior Eight steps to create an ethical business environment 1. Establish a code of conduct and make it public 2. Hire and promote people with a well-grounded sense of personal ethics 3. Interpret your code for ordinary circumstances 4. Communicate expectations for employees to act in an ethical manner 5. Lead by example 6. Teach employees the basic tools of ethical decision making 7. Back your code with enforcement 8. Factor values into every important organizational activity and decision The financial manager’s responsibility to lead and implement good ethics in his/her organization
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
-
TBD
1.8 Credits
Member Price: $79
Communication Leadership Character Behavior
2024 Self-Rental Real Estate Passive Activity Rules
-
TBD
2.0 Credits
Member Price: $79
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards Self-rental property and "former passive activities" rules
Cash Forecasting, Reporting and Metrics - Managing the Lifeblood of the Business
-
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
Devious Ethics: Avoiding Snakes in Suits
-
TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
-
TBD
2.0 Credits
Member Price: $79
Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
-
TBD
4.0 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
2024 Guide to Deducting Travel, Meals and Entertainment Expenses
-
TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
-
TBD
4.0 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.