CPE Catalog & Events
The Ethic of Self-Esteem For Women
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
International Tax Lunch Series November 2025
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TBD
1.0 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
Professional Skepticism for the Public Accountant
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TBD
1.0 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
Introduction to Governmental Accounting
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TBD
2.0 Credits
Member Price: $79
Governmental financial reporting Auditing Yellowbook
Get started with Power BI
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Comprehensive Accounting and Financial Reporting Update
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Keeping Up with the FASB
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
HR's Role in Business Evolution: Strategy, Finance, and Growth
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TBD
2.0 Credits
Member Price: $79
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
The Controllership Series - Sales, Collections and Customer Credit
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TBD
1.5 Credits
Member Price: $59
Accounting Sales Collections
Getting the Most When Selling a Business: Little Details to Get Top Value
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TBD
2.0 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
PowerPoint: Tips & Tricks for Today's Accountant
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TBD
2.0 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Build Better Budgets: Fundamental Techniques
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TBD
2.0 Credits
Member Price: $79
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Cryptocurrencies for the CFO: Explaining Blockchain
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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
Introduction to Governmental Budgeting
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TBD
2.0 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
Like-Kind Exchanges
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TBD
2.2 Credits
Member Price: $79
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26
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TBD
2.0 Credits
Member Price: $99
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Fraud Stories Series November 2025
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TBD
2.0 Credits
Member Price: $99
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
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
Selected Ethics Topics - 2024 - 2025
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.