CPE Catalog & Events
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
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TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Uniform Guidance GAGAS
Optimize Your Staff's Performance
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TBD
4.0 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
ChatGPT and Complex Financial and HR Conversations
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Analytical Procedures: Practical Applications and Standards
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TBD
2.0 Credits
Member Price: $79
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Common Deficiencies in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $79
EBP Auditing Yellowbook
Mastering Microsoft 365 Copilot for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
Mastering Communication Skills for the CPA
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TBD
2.0 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
2025 Not-for-Profit Accounting & Auditing Update
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TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Accounting
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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TBD
1.0 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
SECURE Act 2.0: What You Need to Know
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TBD
1.0 Credits
Member Price: $29
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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TBD
2.0 Credits
Member Price: $79
Employee Theft Prevention
Addressing Misconduct
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TBD
1.0 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
Asset Misappropriation - Let Me Count the Ways
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TBD
2.0 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words
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TBD
2.0 Credits
Member Price: $79
Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations
Depreciating & Expensing Business Assets
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs
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TBD
2.0 Credits
Member Price: $79
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
Communication Miracles At Work and In Life - Part 1
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TBD
4.0 Credits
Member Price: $129
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you 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 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
SAS 145 - Risk Assessment
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TBD
1.0 Credits
Member Price: $39
SAS 145 Yellowbook Auditing