CPE Catalog & Events
New Lease Accounting Standards under ASC 842 – Nonprofit Industry Focus
Wednesday, April 26, 2023
1:00pm - 3:00pm
Virtual
2.00 Credits
2023 Employee Benefit Plans Virtual Conference
Tuesday, May 2, 2023 1:00pm - Wednesday, May 3, 2023 4:35pm
Virtual
7.50 Credits
2023 Women's Leadership Conference
Tuesday, May 23, 2023
9:30am - 5:00pm
Washington
4.50 Credits
How to Innovate When Your Boss Says 'No'
Monday, April 3, 2023
8:00am - 9:30am
Virtual
1.00 Credits
•major disruptions that are affecting The Accounting and finance world •a three-@step plan for becoming Future-@ready in an age of disruption •a blueprint for how to overcome The objections of skeptical managers and executives
Cost of Capital in Business Appraisal in a Post COVID-19 Era
Monday, April 3, 2023
9:00am - 10:00am
Virtual
1.00 Credits
The major topics that will be covered in this class include:An exploration of the Business Valuation Resources, Cost of Capital Professional resourceExplanation of the integration of data from multiple sources to the platformCost of capital fundamental principles will be coveredAn overview of the Duff & Phelps Navigator
2022 Tax Season Update with Steve Dilley
Monday, April 3, 2023
9:00am - 5:00pm
Virtual
8.00 Credits
The major topics covered in this class include:2021/22 tax legislation, rules and cases related to individual and business taxpayersTax rate schedule and other inflation adjusted itemsChanges in tax forms for individuals, S corporation, and partnershipsImplications for self-employed taxpayers of various legislationFlow-through entities deduction (Section 199A) changes, including use of carryforward passive activity and 199A lossesPartnership and S corporation developmentsDepreciation update: Section 179 and 168(k)Passive activity and hobby loss rules changes
Advanced Googling for Accountants
Monday, April 3, 2023
9:30am - 11:30am
Virtual
2.00 Credits
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
Excel - Functions and Formula Shootout
Monday, April 3, 2023
9:30am - 11:30am
Virtual
2.00 Credits
The major topics that will be covered in this class include:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
MBAExpress: Emotional Intelligence - V 2.0
Monday, April 3, 2023
11:00am - 12:00pm
Virtual
1.00 Credits
•What is emotional intelligence? •Benefits of emotional intelligence •steps to increase your emotional intelligence •emotional intelligence in decision-@Making •Self-@awareness •Skills to get ahead •Relationship management
Monthly Federal Tax Update - April 2023
Monday, April 3, 2023
11:00am - 1:00pm
Virtual
2.00 Credits
The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Tax Research: Intermediate
Monday, April 3, 2023
11:30am - 12:30pm
Virtual
1.00 Credits
The major topics covered in this class include:Tax Code HierarchyOrganization of an Internal Revenue Code SectionSpecial Rules for IRC CitationCiting Other Primary Authority Private Letter RulingsPrimary Vs Secondary AuthoritySecondary Sources of Authority Steps in the Tax Research Process Research Memoranda
Real Estate Professionals, Passive Activity and Section 199A
Monday, April 3, 2023
11:30am - 1:30pm
Virtual
2.00 Credits
The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules
How to be a Change Leader
Monday, April 3, 2023
12:00pm - 1:00pm
Virtual
1.00 Credits
The major topics that will be covered in this class include:The critical importance of leading change in today's organizationsThe seven aspects of leading change wellSetting expectations - the foundation of successful changeHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effort How to mobilize and use change networks to accelerate changeBest practice communication strategiesEstablishing 360 feedback mechanisms and measurementIntrapersonal and interpersonal skills toolkit
Understanding the Form 990 and its Preparation Prerequisites
Monday, April 3, 2023
1:00pm - 3:00pm
Virtual
2.00 Credits
The major topics that will be covered in this class include:Overview of the Form 990's design and goals in play upon the Core Form and tack-on SchedulesAddress of the definition's key factors that make a third-party organization a "related organization"Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation"Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule LApplying the definition of "business relationship" as same is used in Part VISequencing of the form's preparation tasks and who to go to for informationWorking with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators
Adobe Acrobat - Increase Your Productivity With PDF Files
Monday, April 3, 2023
1:00pm - 5:00pm
Virtual
4.00 Credits
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Acts Discreditable: A Powerful Ethics Rule
Monday, April 3, 2023
1:30pm - 2:30pm
Virtual
1.00 Credits
AICPA Rules-Based EthicsA Narrow View of Acts DiscreditableCompare: A Principled View of Acts DiscreditableCaseConclusion
Ethics: What a CPA in Business & Industry Needs to Know
Monday, April 3, 2023
2:00pm - 4:00pm
Virtual
2.00 Credits
Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
Your Guide to Quality Account Reconciliations
Monday, April 3, 2023
3:00pm - 5:00pm
Virtual
2.00 Credits
The major topics that will be covered in this class include:The importance of quality account reconciliationsHow to evaluate the characteristics of a reconciliationPurposeful strategies and leading practices that will help advance reconciliation quality
Podcasts: How To Market Your Expertise To Get More Clients
Monday, April 3, 2023
4:00pm - 5:00pm
Virtual
1.00 Credits
The major topics covered in this class include:Brainstorm ideas on creating a podcast that you are proud ofA guide on how to start your first episodeOverview of the equipment needed to start recording your podcast immediately
Fundamental Responsibilities for Reviewing Workpapers
Monday, April 3, 2023
4:00pm - 6:00pm
Virtual
2.00 Credits
The major topics covered in this class include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing review notes that will promote an effective and efficient financial statement audit