CPE Catalog & Events
Budgeting: Presenting and Communicating your Numbers
-
TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Profitability Pricing: Boost your Bottom Line
-
TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
Aligning Analytics to COSO's Fraud Risk Management Principles
-
TBD
1.0 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Combatting Sexual Harassment in the Workplace
-
TBD
1.0 Credits
Member Price: $39
Sexual harassment prevention Company culture
Navigating Leaves of Absence
-
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 Performance Auditing Made Easy
-
TBD
1.5 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
-
TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Business Intelligence (BI) and Business Analytics (BA)
-
TBD
2.0 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
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
Dashboard and Report Design Principles Using Excel
-
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
KPI Bootcamp for Small Businesses
-
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
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
-
TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
-
TBD
1.0 Credits
Member Price: $39
Persuasion Executive Buy-In Communication Leadership
2024 The Psychology of Fraud
-
TBD
1.8 Credits
Member Price: $59
Fraud Fraud Triangle
When Leadership Fails
-
TBD
2.0 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Better Forecasts: Be a Better Predictor
-
TBD
2.0 Credits
Member Price: $79
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Expand Your Analytical Toolbox More Tools for Success
-
TBD
4.0 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
TBD
4.0 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
2025 Business Tax Update: Staying Ahead in Business Taxation
-
TBD
8.0 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
The Controllers Role in Data Analytics and Big Data
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements