CPE Catalog & Events
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Current and Upcoming FASB Issues
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Online
1.50 Credits
Member Price: $94
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
CFO Series: The ROI on Your People? Maximizing Returns!
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Dealing with peopleDealing with people issues the right wayConflict management issuesHow to truly empower your employeesOrganizational culture and how to be a part of positive changeWhat are some of the 'other' employee issues that go unsaidWhat does work/life balance mean todayWhat do employees want and care about nowWhat are their priorities
ChatGPT and Complex Financial and HR Conversations
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Tax Issues for Real Estate and Homebuilding 2024
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Online
4.00 Credits
Member Price: $159
Discussion of appropriate entity selection and small taxpayer status Walkthrough of costing methods and compliance issues under IRC 263A Analysis of IRC 461 related to economic performance Illustrative examples and analysis Sample computations for homebuilder unit costing Recent IRC 263A challenges by the IRS Update of related cases and issues-including recent tax reform
Current Nonprofit Fraud Trends
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
GASB Basic Financial Statements for State and Local Governments 2024
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Online
8.00 Credits
Member Price: $299
Internal controls and risk assessments using a risk-based audit approach New Pension and OPEB Standards, including GASB Statement Nos. 68 and No. 75 COSO for Smaller Entities and Governments Survey of California Cities and Counties (17th Annual) New GASB Standards updated with an emphasis on GASB 84, Fiduciary Activities and GASB 87, Leases GASB's "Big Three" Projects
Tone at the Top: Fraud and Leadership 2024
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Online
8.00 Credits
Member Price: $299
Fraud Accounting and Auditing
Audit 307: Client and Profitable Engagement Management
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Let Go and Lead: The Crucial Art of Delegation
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Online
1.00 Credits
Member Price: $71
When is it time to delegate What should you be delegating To whom should you be delegating it What are the benefits of creating more time to lead
DEI in the Remote Work Era
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Online
1.00 Credits
Member Price: $39
DEI Employee engagement Remote work Organizational culture Employee relations
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.50 Credits
Member Price: $79
Communication Leadership Character Behavior
2024 Not-for-Profit GAAP Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Excel - Feature Review in 100 minutes
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Legal Planning for Care Giving of Elderly/Disabled Clients
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
PCAOB Updates
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Online
1.00 Credits
Member Price: $71
The audit with other auditors Strategic priorities of the PCAOB The auditor's use of confirmations Proposed quality control standard
PCAOB Updates
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Online
1.00 Credits
Member Price: $71
The audit with other auditors Strategic priorities of the PCAOB The auditor's use of confirmations Proposed quality control standard
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Online
1.00 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
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Surgent's Controllership Skills Update: Current Survival Skills
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Online
2.00 Credits
Member Price: $99
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure