CPE Catalog & Events
Devious Ethics: Avoiding Snakes in Suits
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TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Schedule C of Form 1040
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TBD
2.0 Credits
Member Price: $79
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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TBD
8.0 Credits
Member Price: $225
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Cash Management: Strategies for Long-Term Success
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TBD
2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Communicate Financial Concepts to Non-Accountants
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TBD
2.0 Credits
Member Price: $79
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Planning in an Uncertain World
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TBD
2.0 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Estate Planning for Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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TBD
1.0 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
Revenue Recognition - Recognize Revenue
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TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
The Controllership Series - Managerial Accounting Basics and Costs
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TBD
1.2 Credits
Member Price: $39
Accounting Finance
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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TBD
2.0 Credits
Member Price: $79
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
Profitability Pricing: Boost your Bottom Line
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TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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TBD
1.4 Credits
Member Price: $39
Revenue Recognition Accounting
The Controllership Series - Sales, Collections and Customer Credit
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TBD
1.5 Credits
Member Price: $59
Accounting Sales Collections
Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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TBD
2.0 Credits
Member Price: $79
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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TBD
2.0 Credits
Member Price: $79
Accounting Finance Cash Investments