CPE Catalog & Events
Fraud Unmasked: Understanding and Preventing White-Collar Crime with Dr. Richard G. Brody
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TBD
2.0 Credits
Member Price: $79
Fraud Prevention Accounting Business Ethics
Introduction to Ethics & Professional Skepticism
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TBD
2.0 Credits
Member Price: $79
Code of Ethics for Professional Accountants Yellowbook Auditing
Private Company Simplified GAAP Alternatives
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TBD
2.0 Credits
Member Price: $79
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
Building Flexible Budgeting Models: Walking Through and Crunching The 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
Ethical Practices and Responsibilities Under Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Business Intelligence (BI) and Business Analytics (BA)
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TBD
2.0 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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TBD
2.0 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
K2's Taking A Fresh Look At Teams
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TBD
2.0 Credits
Member Price: $79
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
Dashboard and Report Design Principles Using Excel
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TBD
4.0 Credits
Member Price: $129
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $129
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Internal Controls That May Have Prevented Fraud
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TBD
2.0 Credits
Member Price: $79
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Bumper Sticker Ethics v. Professional Ethics
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
Maximizing the Tax Benefits of an Installment Sale
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TBD
1.0 Credits
Member Price: $29
Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
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TBD
1.0 Credits
Member Price: $39
Persuasion Executive Buy-In Communication Leadership
2024 The Psychology of Fraud
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TBD
1.8 Credits
Member Price: $59
Fraud Fraud Triangle
When Leadership Fails
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TBD
2.0 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Global Internal Audit Standards (GIAS) Domain IV - Part 2
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TBD
2.0 Credits
Member Price: $79
Internal audit Standards GIAS Accounting Auditing
Better Forecasts: Be a Better Predictor
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TBD
2.0 Credits
Member Price: $79
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias