CPE Catalog & Events
This will generate a PDF of the current filtered catalog
NextGen Leadership: Using Critical Thinking to Guide AI-Driven Decisions
-
Online
1.00 Credits
Member Price: $49
· The role of critical thinking in effective financial decision-making. · Evaluating the strengths and limits of AI in finance functions. · Practical techniques for validating, cross-checking, and testing AI-generated data and reports. · Case studies illustrating real-world applications of critical thinking with AI (audit, pricing, forecasting). · Strategies for distinguishing human and machine roles in finance workflows. · Building documentation and audit trails for compliance and regulatory alignment. · Developing a "Future of Finance" mindset that supports partnership between human experts and AI.
NextGen Leadership: People, Communication, and How to Build a Resilient Workforce
-
Online
0.00 Credits
Member Price: $49
This interactive session, "People, Communication, and How to Build a Resilient Workforce," explores proven tactics for fostering meaningful communication and strengthening organizational culture in today's rapidly changing work environment. Attendees will examine how modern organizational pressures reshape communication, conflict, and engagement, with a focus on real-world application and case studies from actual workplaces. Through tactical exercises and practical tools, this session equips participants to improve team performance, manage diverse hybrid teams, and address the realities of conflict and mental health challenges. The program is both engaging and actionable, offering "real-life" case studies and hands-on approaches to build a resilient, high-performing, and inclusive workforce ready to thrive through change.
NextGen Leadership: How Leaders Create Standout Client and Customer Experiences
-
Online
1.00 Credits
Member Price: $49
· The strategic importance of customer experience in a rapidly changing, commoditized market. · Key trends: demand for value, expectation shifts, and competition beyond the local marketplace. · Building loyalty through communication, empathy, and trust at every stage of the client relationship. · The connection between employee engagement and customer loyalty, supported by real-world data. · Four-quadrant model for understanding, segmenting, and delivering to diverse client types. · The psychological principles of motivation (Maslow, Herzberg) and their impact on customer relationships. · Branding, personal presence, and credibility as leadership fundamentals for client service professionals. · Consulting disciplines: anticipating client needs, managing information flow, and orchestrating resources for value creation.
Reviewing Individual Tax Returns: What Are You Missing?
-
Online
4.00 Credits
Member Price: $139
Qualified business income deduction Temporary senior deduction State and local tax deduction Hobby losses Self-employment health insurance Business startup costs Depreciation Schedule C issues Like-kind exchanges
NextGen Leadership: Ethics: Using Critical Thinking to Navigate the Gray Zone
-
Online
1.00 Credits
Member Price: $49
· The four classical ethical dilemmas: Truth vs. Loyalty, Individual vs. Community, Short-Term vs. Long-Term, and Justice vs. Mercy. · Application of ethical frameworks: ends-based (utilitarian), rule-based (deontological), and care-based (empathy/golden rule) thinking. · Techniques to recognize, minimize, and adapt for cognitive bias in ethical decision-making. · Stepwise process for analyzing and responding to ethical challenges (Kidders Nine Checkpoints). · Courage, fear, and preparation as tools for building ethical cultures and readiness for "decisive moments". · Evolving ethical standards in technology-driven business, including AI-facilitated decision-making and remote work environments. · The role of the professional as ethical leader, coach, and model for others.
Performing a Single Audit Under the Uniform Guidance
-
Online
8.00 Credits
Member Price: $319
Fundamentals of a compliance audit performed under the Uniform Guidance Identifying federal awards and major programs Pass-through entities and subrecipients Schedule of expenditure of federal awards (SEFA) Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Writing an audit finding and reporting requirements of a single audit
NextGen Leadership: Making the Shift: Moving from Employee to Supervisor to Leader
-
Online
0.00 Credits
Member Price: $49
· Managing the change in relationships when shifting from peer to supervisor, including handling potential conflicts and maintaining professionalism. · Building credibility and trust as a new supervisor—key factors and behaviors to establish influence and authority. · Providing and receiving constructive feedback, coaching for performance, and supporting continuous improvement. · Understanding and applying professional boundaries and ethics in leadership contexts. · Using motivational theories (Maslow, Herzberg) to increase engagement and drive results. · Active listening, communication best practices, and barriers to effective workplace communication. · Setting SMART goals and driving accountability within teams. · Responding to complex workplace challenges with real-life case study analysis and solutions.
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
-
Online
1.00 Credits
Member Price: $49
Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.
Construction Contractors: Auditing Considerations
-
Online
4.00 Credits
Member Price: $139
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key controls Substantive procedures for long-term contractors
Leading Differently with AI: Rethinking How We Think, Grow and Lead
-
Online
1.50 Credits
Member Price: $69
· Why future-ready leaders must use AI differently · How to use AI as a coach, mirror, and strategic thinking partner · Identifying blind spots, leadership gaps, and underutilized strengths using · Leading others more effectively with AI, increasing influence and impact · Creating a weekly AI-powered leadership and performance review · Example prompts, real leadership challenges, and team-specific applications
Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT
-
Online
1.00 Credits
Member Price: $49
· The shift from task prompting to repeatable capability in accounting and finance work · Workflow-first thinking: inputs ? process ? outputs ? reuse · Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs · Capability demos: -- Form 10-K analysis workflow using Advanced Data Analysis (ADA) --Excel workflow acceleration using a Custom GPT · Standardizing deliverables for executive audiences (structure, clarity, consistency) · Governance-by-design: data boundaries, validation checks, traceability/citations, review gates
Lessee and Lessor Accounting
-
Online
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
-
Online
2.00 Credits
Member Price: $89
Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row
Risk Assessment Under SAS No. 145
-
Online
1.50 Credits
Member Price: $69
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
-
Online
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Current and Upcoming FASB Issues
-
Online
2.00 Credits
Member Price: $89
Recent accounting standards updates Recognition and measurement projects Presentation and disclosure projects Post-implementation preview projects
Current Audit Environment and ASB Activity
-
Online
2.50 Credits
Member Price: $99
Current environment and implication for audit planning Key risk issues Audit challenges Recent Statements on Auditing Standards (SASs). ASB workplan SQMS No. 1, No. 2, and No. 3 SSARS No. 26
Insight to Impact: How Finance Partners Drive Better Decisions
-
Online
1.00 Credits
Member Price: $49
· Finance Business Partnering and Strategic Influence - Building effective partnerships that support organizational goals and drive business outcomes. · Communicating Financial Insights for Better Decisions - Translating financial data into clear, actionable recommendations for stakeholders. · Applying Strategic Thinking to Business Challenges - Using business acumen and decision-making frameworks to influence performance and create value.
Mastering Microsoft Copilot
-
Online
1.50 Credits
Member Price: $69
· Comparing Copilot to other AI offerings · Understanding Copilot's approach to information security and privacy · Creating effective prompts in Copilot · Integrating Copilot with your Microsoft 365 subscription
Forecasting Reimagined: Building Smarter, Adaptive Models
-
Online
1.00 Credits
Member Price: $49
· Data-driven forecasting · Automated & AI-assisted forecasting · Adaptive planning models · Scenario analysis & decision support · Market intelligence, benchmarks & economic indicators