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CPE Catalog & Events

Showing 1563 All Events Results

Featured

2024 CFO and Controller Conference

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Alexandria

6.00 Credits

Featured

New Lease Accounting Standards under ASC 842 – Nonprofit Industry Focus

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Virtual

2.00 Credits

Featured

2024 Employee Benefit Plans Virtual Conference

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Virtual

7.50 Credits

Featured

Women's Leadership Conference

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Washington

4.00 Credits

Introduction to the Property & Casualty Insurance Industry

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Virtual

1.00 Credits

The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations

Powerful Business Collaboration: Mind the Generation Gap

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Virtual

1.00 Credits

The major topics covered in this course include:Why is it in your business's financial interest to include a range of generations in your work teams?What are the pitfalls of not having a multigenerational approach to your work?What do you have to offer to someone else that is a direct result of your age and experience?In what work-related areas would you be better off if you collaborated with someone much younger or older than you? Does ageism apply only to how the world treats older people, or are younger people also subject to ageism? What are misconceptions you have about older or younger people and how can you overcome them?What are three things you can do as soon as you finish this webinar that will help you benefit from a multigenerational collaboration?

Money Laundering Awareness for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

Internal Control - Testing for Operating Effectiveness

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Virtual

2.00 Credits

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Taxation of Judgements and Settlements

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Virtual

2.00 Credits

The major topics covered in this class include:Types of damages or remedies that can be awarded or agreed upon pursuant to litigationReview of the Internal Revenue Code and regulations governing the taxation of various types of litigation paymentsSuggestions for drafting pleadings or settlement agreements

The Bank Your Brain Blueprint for Accounting Professionals

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Virtual

1.00 Credits

The major topics covered in this class include:Growing your business revenue using thought leadership, speaking, educating, membership communities and PR effortsHow to create a business plan for thought leadership and impact within the accounting and other professional services channelsPricing your services as a thought leader or educator as you determine key channels for your Professional Knowledge Brand products

Tales from the Darkside: IRS Enforcement of Cryptocurrency

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Virtual

2.00 Credits

The major topics covered in this class include:Overview of Bitcoin and cryptocurrenciesDefinition of proof of work and proof of stakeTax laws regarding cryptocurrency transactionsDefinition of common money laundering laws involving cryptocurrenciesTools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigationsReal life examples of cryptocurrency used in criminal activities

Controller Series: Technology - Must Have Excel Competencies

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Online

1.00 Credits

Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks

Supervision/Management Competencies: An Ethical Approach

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Virtual

2.00 Credits

The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills

Common Financial Statement Disclosures

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Virtual

2.00 Credits

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

Remote Working for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Remote working overviewPros and cons of remote workingRemote work case studiesLeading remote work software and vendors Lessons learned to dateKey resources and communities online tarter strategy for accountants

Public Charity Qualification Under the Public Support Tests

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Virtual

2.50 Credits

The major topics that will be covered in this class include:Intro to the two public support tests (PSTs), including the various common misconceptions about each test's applicationReview of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age "in"); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be "in"Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and IIIDiscussion of how to assist organizations who are in danger of flunking one or both PSTsAnalyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out

MBAexpress: Business Process Improvement - V2.0

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Online

1.00 Credits

Benefits of lean Lean in a service organization Flow organization Reducing costs Maximizing productivity Minimizing waste and re-work Best practices The lean business Value and value stream Pursuit of perfection -Employee empowerment

Thinking Like a Quality Control Reviewer

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Virtual

2.00 Credits

The major topics covered in this class include:AICPA professional standardsEQCR expectationsFirm-specific considerationsBest practices for mitigating the frequency of review pointsBest practices for mitigating the severity of review pointsExamples of common EQCR deficiencies

Whistleblowers and the Law

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership

Individual Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses