CPE Catalog & Events
2025 Annual Update for Governments & Not-for-Profits
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:New GASB standardsGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences.Accounting Standard Updates issued by the FASBNot-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.Yellow Book and Single Audit engagements.Changes in the 2024 Compliance SupplementChanges to the Uniform GuidanceCommon deficiencies identified by the federal agencies and peer reviewers.
Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $109
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
ChatGPT and Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $109
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $159
The basic benefits of why The 5-15 report Curiosity and creativity
Benford's Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $109
Benford’s Law Digital Analysis Data analytics
Form 706 Preparation Part 3: Reporting Deductions 25-26
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Online
2.00 Credits
Member Price: $99
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Fraud?How to Find, How to Prevent 25-26
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Online
4.00 Credits
Member Price: $175
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $159
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
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!
Technology Trends Update for CPAs with John Higgins
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
How AI Fits into the Accounting World
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
Grading Your Auditors - Are You Getting the Most Value?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Cultural Transformation
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 25-26
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Online
2.00 Credits
Member Price: $99
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
Generative AI in Practice-Boost Efficiency and Profitability
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
The Art of the Interview 25-26
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Online
3.00 Credits
Member Price: $99
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.