CPE Catalog & Events
Coping With the Growth of Online Fraud
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
TBD
1.2 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
White-Collar Crime: What Every CPA Should Know
-
TBD
2.0 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
2024 PCAOB and SEC Update
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Expand Your Analytical Toolbox More Tools for Success
-
TBD
4.0 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
The Psychology of Fraud
-
TBD
1.5 Credits
Member Price: $59
Fraud Fraud Triangle
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
-
TBD
2.0 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Introduction to Governmental Budgeting
-
TBD
2.0 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
Communicate Financial Concepts to Non-Accountants
-
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
Partnership Tax Updates (2025)
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.IRS procedural updates on passthrough entities.New developments on conservation easements.
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
-
TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Uniform Guidance GAGAS
Fraud Case Studies: Professional Misbehavior in the 21st Century
-
TBD
4.0 Credits
Member Price: $129
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
Small Business Risk Avoidance
-
TBD
4.0 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Leverage PowerBI.com to Create Data Analysis for Others
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Common Deficiencies in Employee Benefit Plans
-
TBD
2.0 Credits
Member Price: $79
EBP Auditing Yellowbook
Navigating IRS Collections: The Collection Process
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Tech It to the Next Level: Slim Your Team for Max Efficiency
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
Preparing to be a Forensic Accountant - Focus on Network Forensics
-
TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
2025 Not-for-Profit Accounting & Auditing Update
-
TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Accounting
Microsoft 365 Application Lightning Round Review-Updated
-
TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps