CPE Catalog & Events
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Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
Member Price: $319
Professional standards Audit planning Risk assessment and control testing Documentation best practices for investments and plan expenses Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable Participant data and participant accounts Initial audits, plan mergers, and other issues
Taxation of Property Transactions - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $139
Sections 1231, 1245, and 1250 Depreciation recapture Capital gains and losses Nonrecognition transactions
SOC 2® Report Walkthrough
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Online
2.00 Credits
Member Price: $89
Sections within a SOC 2 report CUEC considerations Inclusive versus carve-out methods of reporting on controls at subservice organizations Report opinion types SOC 3 reporting Bridge letters
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Online
4.00 Credits
Member Price: $139
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Quality Management: Performing a Root Cause Analysis
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Online
2.00 Credits
Member Price: $89
Broad discussion of root cause analysis, including what a root cause analysis is, how it works, and why it is understood to be an effective tool The requirements of SQMS No. 1 (QM section 10) regarding root cause analysis Applying the discussed steps of a proper root cause analysis in a real-world scenario Documentation considerations for root cause analysis
Conducting a Remote Audit
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Online
4.00 Credits
Member Price: $139
Benefits of remote auditing How to manage the team, the client, and the audit process remotely Engagement-wide procedures, from client acceptance through report issuance when remote auditing Narrow-topic considerations when remote auditing
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 1
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
Member Price: $139
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service
Yellow Book: Application of GAGAS Principles
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Online
6.00 Credits
Member Price: $239
Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
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Online
2.00 Credits
Member Price: $89
Cell styles Workbook design principles Nested functions Selecting cells and objects Organizing worksheets
Confidence in the Workplace: Building Confidence, Mental Strength, and Well-Being - Part 2
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Online
1.50 Credits
Member Price: $69
· Strengthening confidence in the workplace · Building self-assurance and assertiveness · Regaining confidence after setbacks · Cultivating mental resilience and strength · Supporting mental well-being in a corporate environment · Effective communication and its role in building confidence
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
Member Price: $139
Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
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Online
2.00 Credits
Member Price: $89
Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function
Business Transformation: Critical Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $139
Multistate Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Constitutional limits and Public Law 86-272 Interstate activity Nexus, UDITPA and MTC Calculation of state taxable income Filing methods for multistate taxpayers Apportionment and allocation Multistate income tax planning
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
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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.
NextGen Leadership – Managing Change – Fresh Tactics for Leading When Everything Is Shifting
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Online
1.00 Credits
Member Price: $49
"Managing Change: Fresh Tactics for Leading When Everything is Shifting," equips attendees with proven strategies and actionable to navigate the constant changes impacting today's workplace. Participants will explore how to process personal and organizational change, manage information overload, and minimize the hidden costs of multi-tasking. Through real-life case studies and interactive segments, attendees will develop tools to boost adaptability, cultivate resilience, and achieve behavioral flexibility. The session offers practical, real-world insight into managing both imposed and chosen changes, overcoming resistance, and fostering agile thinking for continuous personal and organizational success. Anyone seeking to thrive in volatile work environments will leave with actionable skills and renewed confidence in leading change.
NextGen Leadership: Unlocking the Strengths of a Multigenerational Team
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Online
0.00 Credits
Member Price: $49
· Addressing stereotypes, dispelling myths, and building bridges between generational perspectives. · Key generational differences in attitudes, communication styles, and workplace expectations. · The impact of shifting demographics and hybrid work environments on team performance. · Core values and motivators shared across generations to drive engagement. · Approaches for supporting mental health and well-being across the workforce. · Practical tactics for flexible leadership and cross-generational collaboration. · Recognition, reward, and retention strategies tailored to diverse employee needs. · Real-life case studies demonstrating successful multigenerational leadership in challenging environments.
NextGen Leadership: Using Critical Thinking to Guide AI-Driven Decisions
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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.