CPE Catalog & Events
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
Cost and Pricing Models: Creating an Effective Tool
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TBD
2.0 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Managing Your Money in Retirement
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TBD
3.0 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
2024 Practical Ethics and Circular 230 Compliance for CPAs
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TBD
4.0 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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TBD
1.0 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
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
2024 Crypto, Blockchain and Taxes
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TBD
2.0 Credits
Member Price: $79
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Cash Management: Strategies for Long-Term Success
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TBD
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
Devious Ethics: Avoiding Snakes in Suits
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TBD
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
Drive Results with Metrics
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TBD
2.0 Credits
Member Price: $79
Performance Metrics Budgets
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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TBD
1.0 Credits
Member Price: $39
Communication Teamwork Collaboration
Prioritizing Mental Health in the Post-COVID Workplace
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TBD
1.2 Credits
Member Price: $39
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Preparing for & Conducting Discharge Meetings
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TBD
1.2 Credits
Member Price: $39
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Maintaining a Harmonious Working Environment
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TBD
1.2 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
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.
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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TBD
1.0 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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TBD
1.0 Credits
Member Price: $39
Communication Leadership Character Behavior
Coaching & Counseling - Performance Management
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TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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TBD
1.0 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations