CPE Catalog & Events
Fraud Busters: Controls to Prevent & Detect Fraud
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Navigating IRS Collections: Understanding Form 433 & Offer in Compromise
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TBD
2.0 Credits
Member Price: $79
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
ChatGPT and Advanced Financial Analysis for Accountants
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TBD
2.0 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
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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TBD
2.0 Credits
Member Price: $79
Auditing & Accounting Yellowbook Budget Process
Employees Today and Tomorrow : Are Employees Assets?
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TBD
2.0 Credits
Member Price: $79
GAAP vs economic value of employees The changing landscape of work The need to change management tactics Different generations and demographics Understanding the differences What issues do they present? How do we improve our understanding? Employee engagement/assessment surveys and what they should tell us Successful tactics for today's workforce
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
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TBD
2.0 Credits
Member Price: $79
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective
Compilation, Preparation and Review Basics and Peer Reviews
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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TBD
2.0 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Casualty Losses: Disaster Relief Act of 2024
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
The Controller Function - Elevating the Role
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Independence Requirements for CAAS Engagements
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TBD
2.0 Credits
Member Price: $79
CAAS Auditing & Accounting Yellowbook Ethics
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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TBD
4.0 Credits
Member Price: $129
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that
Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook SSARS
Officer Compensation Audits: What It Is and How to Defend It
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TBD
2.0 Credits
Member Price: $79
Overview of Reasonable Compensation requirements for S and C Corporations Key court rulings and their implications IRS audit procedures related to Officer Reasonable Compensation Role of Accountable Plans in determining Reasonable Compensation Strategies for defending Reasonable Compensation
Accounting and Reporting Long-Term Debt
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TBD
2.0 Credits
Member Price: $79
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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TBD
2.0 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Deep Dive into Common Auditing Deficiencies
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook GAAS
Interview Techniques & Detecting Deception
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TBD
2.0 Credits
Member Price: $79
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
Common Yellow Book & Single Audit Deficiencies
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook COVID-related funds
ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment