CPE Catalog & Events
Defining Lines: Advanced Professional Boundaries
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TBD
2.0 Credits
Member Price: $79
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Introduction to Governmental Budgeting
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TBD
2.0 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
CFO & Controller Critical Skills: Budgeting & Forecasting
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
K2's Automation - Beyond The Basics With The Microsoft Power Platform
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TBD
2.0 Credits
Member Price: $79
Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions Challenges and risks of automating business processes
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
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TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Uniform Guidance GAGAS
The Ethic of Teamwork
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
Maintaining a Harmonious Working Environment
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TBD
1.0 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations
Common Deficiencies in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $79
EBP Auditing Yellowbook
Common Sense CFO: Decoding and Mitigating Internal and External Risks
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TBD
2.0 Credits
Member Price: $79
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
Ethics: IRS Behavioral Insights for Accountants
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TBD
2.0 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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TBD
2.0 Credits
Member Price: $79
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
2025 Not-for-Profit Accounting & Auditing Update
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TBD
3.0 Credits
Member Price: $99
Yellowbook Auditing Accounting
Partnership Checkup: Tax Issues & Forms Reporting
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TBD
4.0 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations
Shortcuts to Personal and Professional Success
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TBD
8.0 Credits
Member Price: $225
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
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
Design Flexible Work Options To Attract & Retain Your Workforce
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TBD
1.0 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
The Controllership Series - The Role of the Controller in ESG
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TBD
1.5 Credits
Member Price: $59
Accounting Finance SG Operations
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
Five Amazing Business Books in 100 Minutes
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TBD
2.0 Credits
Member Price: $79
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Introduction to Governmental Accounting
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TBD
2.0 Credits
Member Price: $79
Governmental financial reporting Auditing Yellowbook