CPE Catalog & Events
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
The New Psychology of Fraud Part 2 2024
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Online
2.00 Credits
Member Price: $89
The neuroscience of psychopathy The psychology of skepticism Psychology and reasoning related to both investigators and perpetrators
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Ethics: Plain Talk About IRS Ethics and Conduct
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS
Financial Instruments and Leases
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Online
1.00 Credits
Member Price: $71
FASB accounting standards updates in financial instruments and leases Credit losses, troubled debt restructuring, lease accounting
Financial Instruments and Leases
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Online
1.00 Credits
Member Price: $71
FASB accounting standards updates in financial instruments and leases Credit losses, troubled debt restructuring, lease accounting
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Member Price: $39
Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Member Price: $39
Communication Feedback Management Leadership
Audit 308: Audit Reporting and General Audit Procedures
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process