CPE Catalog & Events
The Controllership Series - The Future Role of the Controller Part 1
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TBD
1.5 Credits
Member Price: $59
Accounting and Finance
The Controllership Series - The Future Role of the Controller Part 2
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TBD
1.5 Credits
Member Price: $59
Accounting and Finance
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
2024 Independence Requirements for Auditors
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TBD
2.0 Credits
Member Price: $79
Independence Threats Safeguards
2024 Internal Control Best Practices
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TBD
2.0 Credits
Member Price: $79
Internal Controls Frameworks
2024 How to Audit Expenses & Payables
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TBD
2.0 Credits
Member Price: $79
Introduction to Auditing Expenses Assertions Risk Assessment
K2's 2024 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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TBD
2.0 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
2024 Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Preparation Compilation Review
Communicating Financial Data to Non-Financial Audiences
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Key barriers when communicating financial informationHow to overcome those barriersKey tips on effectively communicating financial information to non-financial audiences
DEI in the Remote Work Era
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TBD
1.2 Credits
Member Price: $39
DEI Employee engagement Remote work Organizational culture Employee relations
The Controllership Series - Addressing Budgeting Uncertainty
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
1 Hour - Introduction to Sustainability Accounting
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TBD
1.0 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
The Controller Function - Elevating the Role
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
2024 The Psychology of Fraud
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TBD
1.8 Credits
Member Price: $59
Fraud Fraud Triangle
The Power of a Good Story!
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TBD
4.0 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Create Measures in Power BI that Define Your Metrics
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
2024 The Complete Guide to the Preparation for Form 1041
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TBD
8.0 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Surgent's Preparing Not-for-Profit Financial Statements
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TBD
8.0 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more The impact of FASB ASC 842, Leases, on not-for-profits
Become a Data Analysis Expert
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.