CPE Catalog & Events
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
2024 Stand Out - How to Create a Unique Employer Brand
-
TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
2024 Business Losses: Going Backward and Forward
-
TBD
2.0 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
Surgent's Anatomy of a Ransomware Event and Incident Response
-
TBD
2.0 Credits
Member Price: $99
What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Social Media: The Bare Necessities
-
TBD
1.0 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
-
TBD
1.2 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
2024 PowerPoint: Tips & Tricks for Today's Accountant
-
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
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Audit 401: Critical Traits of a Thinking Auditor
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Improving a firm's financial resultsImproving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional serviceDeveloping other professional through mentoring, counseling, and delegation
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact 2024
-
TBD
4.0 Credits
Member Price: $159
• Modeling cash flow and capacity • Adaptive Capacity Model • Segall's Law
What Every CPA Should Know About Fraud 2024
-
TBD
4.0 Credits
Member Price: $159
• How is fraud detected? • The role of external auditors in finding fraud • Revenue recognition issues • Corrupt management • Data mining • Physical and biometric controls
Enterprise-Wide Risk Management in Accounting and Finance
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Living Trust Administration Workshop 2024
-
TBD
8.0 Credits
Member Price: $299
• The steps in Trust Administration • Delaware Tax Trap -its unique use • Change of the exemption in 2026 and its impact • Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust • Preparation of trust accountings • Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Statement of Cash Flows: Preparation and Analysis Workshop 2024
-
TBD
8.0 Credits
Member Price: $299
• Major provisions of GAAP Codification Topic No. 230 • Statement classification issues • Reporting operating cash flows: Direct and indirect methods • Preparing the statement: Workpaper techniques • Useful cash flow ratios • Bankruptcy prediction using the statement of cash flows
A Review of the Uniform Guidance Requirements
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Key auditor requirements in a Single AuditEnhanced required reporting requirement in Single Audit related to internal control and complianceClarifications and examples of how to properly determine major federal programsKey definitions related to Single AuditOther important matters contained in the Uniform Guidance
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
-
TBD
1.0 Credits
Member Price: $39
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
2024 Productivity Hacks for Working Remote
-
TBD
1.2 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
-
TBD
1.0 Credits
Member Price: $39
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
Cryptocurrencies for the CFO: Explaining Blockchain
-
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
The Motives and Mystery of Ethics-Understanding the Why
-
TBD
2.0 Credits
Member Price: $79
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions