CPE Catalog & Events
Leadershift Ethics: Things Must Change!
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
The FASB Conceptual Framework
-
Online
2.00 Credits
Member Price: $89
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
What's Going on at the AICPA (2026/27)
-
Online
2.00 Credits
Member Price: $89
AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
-
Online
2.20 Credits
Member Price: $89
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Ethics: Critical Thinking, Case Studies, and Fraud
-
Online
4.00 Credits
Member Price: $149
Ethical decision-making in finance Professional codes of ethics and conduct Real-world case studies on ethical dilemmas Impact of ethics on the financial profession
How Recent Auditing Standards Improve Risk-Based Audits
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
Mary Jane Hourani’s Federal Tax Update: Individual
-
Online
4.00 Credits
Member Price: $149
Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits for individuals Practical application of tax law changes to individual scenarios
Cutting-Edge Estate and Financial Planning Trends
-
Online
8.00 Credits
Member Price: $250
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications
Get started with Power BI
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Exploring the 10 Types of Leadership: Styles and Strategies for Success
-
Online
1.00 Credits
Member Price: $39
Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement
Maintaining a Harmonious Working Environment
-
Online
1.00 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 measure Survival tactics in active violence situations
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
-
Online
1.00 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
Awesome Business Lessons from the Past: Learn from the Best!
-
Online
2.00 Credits
Member Price: $89
The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward
Benefits and Best Practices for Telework
-
Online
2.00 Credits
Member Price: $89
Communication Business Management
Build Better Budgets: Fundamental Techniques
-
Online
2.00 Credits
Member Price: $89
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Is Activity-Based Costing the Right Tool for Your Organization?
-
Online
2.00 Credits
Member Price: $89
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
Employees Today and Tomorrow: The ROI on Your People?
-
Online
2.00 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
Introduction to Not-for-Profit Accounting
-
Online
2.00 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
-
Online
2.00 Credits
Member Price: $89
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Financial Accounting for Related Party Transactions
-
Online
2.00 Credits
Member Price: $89
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards