CPE Catalog & Events
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
-
TBD
4.0 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
Preparing to be a Forensic Accountant - Cloud Forensics
-
TBD
1.4 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Resolving Ethical Dilemmas-You Make the Call
-
TBD
1.5 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
Planning for Small Business Success
-
TBD
4.0 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Critical "Soft" Skills for CFOs and Controllers
-
TBD
4.0 Credits
Member Price: $129
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
The Controllership Series - Addressing Budgeting Uncertainty
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
TBD
1.5 Credits
Member Price: $49
Accounting Finance Cashflow
Sticky Ethical Choices, featuring Bob Mims and Don Minges
-
TBD
1.0 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
Global Internal Audit Standards (GIAS) Domain V - Part 2
-
TBD
2.0 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
Change Management: Your Leadership Role for Aligning Profits & Culture
-
TBD
2.0 Credits
Member Price: $79
Why professional agility is critical, and how to develop it Foundational models for change management Proven strategies to prepare for change as individuals, teams & organizations Implementing change: A how-to look Leading through change for success of all involved
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
-
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
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
-
TBD
1.0 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
Private Company Simplified GAAP Alternatives
-
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
Budget Mastery: Process, Problems, and Solutions
-
TBD
2.0 Credits
Member Price: $79
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
Estate and Financial Planning for the Older Client
-
TBD
8.0 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Global Internal Audit Standards (GIAS) Domain V - Part 2
-
TBD
2.0 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
-
TBD
1.0 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
The Controller Function - Elevating the Role
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
How to Make Difficult People Disappear...Without Going to Jail
-
TBD
1.0 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
-
TBD
2.0 Credits
Member Price: $79
How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work? Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget