CPE Catalog & Events
Balancing Employee and Employer Rights
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TBD
1.4 Credits
Member Price: $39
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
1065 - Understanding Partnerships Tax Returns
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2.0 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Devious Ethics: Avoiding Snakes in Suits
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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
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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2.0 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
2024 Creative Strategies for Buying, Selling, or Gifting a Business
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8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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1.0 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
Secure Act 2.0 - Everything that you Need to Know
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2.2 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Staff Retention Keep the Best People
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3.0 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans
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8.0 Credits
Member Price: $225
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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1.0 Credits
Member Price: $39
Communication Leadership Character Behavior
Coaching & Counseling - Performance Management
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1.0 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Cash Conversion Cycle: Tool and Techniques
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2.0 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Cash Management: Strategies for Long-Term Success
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2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Resolving Ethical Conflicts
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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
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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1.0 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Drive Results with Metrics
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2.0 Credits
Member Price: $79
Performance Metrics Budgets
2024 Rewards & Recognition Strategies for Leaders
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1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Coaching & Counseling - Addressing Misconduct
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1.2 Credits
Member Price: $39
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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1.8 Credits
Member Price: $79
Communication Leadership Character Behavior
Advanced Cost Accounting
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2.0 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity