CPE Catalog & Events
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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TBD
4.2 Credits
Member Price: $129
Business Management Organization
Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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TBD
1.0 Credits
Member Price: $39
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
Analyzing Financial Statements
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
K2's Understanding Your Ransomware Risk
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TBD
1.0 Credits
Member Price: $39
Trends in ransomware attacks Best practices for minimizing ransomware risk
Interviewing, Onboarding and Training 101
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TBD
1.0 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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TBD
1.0 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
A Better Way to Choose Your KPIs
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TBD
1.0 Credits
Member Price: $39
KPIs Performance measures Metrics
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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TBD
2.0 Credits
Member Price: $79
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
Google Gemini AI for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
Partnership/LLC Taxation: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Real Estate Tax Update
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones
Understanding the Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $29
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
Analytical Procedures: Practical Applications and Standards
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TBD
2.0 Credits
Member Price: $79
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Internal Control Best Practices
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TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
Performance Targets That Deliver Results Without Burnout
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TBD
1.2 Credits
Member Price: $39
Performance target design Target testing
Budgeting: Presenting and Communicating your Numbers
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TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Profitability Pricing: Boost your Bottom Line
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TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
Aligning Analytics to COSO's Fraud Risk Management Principles
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TBD
1.0 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Combatting Sexual Harassment in the Workplace
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TBD
1.0 Credits
Member Price: $39
Sexual harassment prevention Company culture
Navigating Leaves of Absence
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TBD
1.0 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence