CPE Catalog & Events
Change: Embrace & Enjoy - It Is Inevitable
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of change
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
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TBD
4.0 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process
KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Accounting for and Auditing Cryptocurrency & Digital Assets
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Employment Law 101
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TBD
1.0 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Are Those Independent Contractors Really Independent Contractors?
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TBD
1.0 Credits
Member Price: $39
Classification of workers as employees or independent contractors
2024 FASB Update and Review
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TBD
2.0 Credits
Member Price: $79
Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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TBD
2.0 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Excel - Working with Text, Date & Time Functions & Formulas
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions
2024 Financial & Tax Accounting for Partnerships & LLCs
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TBD
4.0 Credits
Member Price: $129
Review of the Accounting Standards Codification and its application to partnerships and LLCs Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs Completion of the Form 1065 Schedule M-1 Financial accounting for the operations of a partnership/LLC
Dashboard and Report Design Principles Using Excel
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TBD
4.0 Credits
Member Price: $129
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Managing the Accounting Department
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TBD
4.0 Credits
Member Price: $129
Accounting Leadership Management
The Social Media Blueprint for Accounting Firms
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.
Business Longevity - Is Your Business Wobbling?
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
A Better Way to Choose Your KPIs
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TBD
1.0 Credits
Member Price: $39
KPIs Performance measures Metrics
Navigating Leaves of Absence
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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
2024 Forgotten Managerial Accounting Tools
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TBD
2.0 Credits
Member Price: $79
Cost-volume-profit analysis, including target profit and break-even calculations Relevant costs and decision-making Activity-based costing Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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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
2024 Partnerships and S Corporations: How to Calculate Basis
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TBD
4.0 Credits
Member Price: $129
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside” basis determination Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting