CPE Catalog & Events
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
-
Online
1.00 Credits
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
-
Online
1.00 Credits
Finance IFR SLFRF Yellowbook
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
-
Online
1.00 Credits
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.
SAS 145 - Risk Assessment
-
Online
1.00 Credits
SAS 145 Yellowbook Auditing
MBAexpress: Effective Change Management - V 2.0
-
Virtual
1.00 Credits
Different personality traits and how they might react during a time of change The five change management principles Kotter's 8 step change model The Murphy plow story
How to Audit Expenses & Payables
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
Enterprise-Wide Risk Management in Accounting and Finance
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Forensic Accounting: Court Approved Methods of Proof
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Reviewing Individual Tax Returns: What Are You Missing?
-
Virtual
4.00 Credits
Qualified business income deduction Hobby losses Self-employment health insurance Business start-up costs Depreciation Schedule C issues Like-kind exchanges Clean vehicle credit
Introduction to Yellow Book: 8-Credit Boot Camp
-
Online
8.00 Credits
Accounting & Auditing Yellowbook Uniform Guidance
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
-
Virtual
8.00 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
Leveraging Marketing Automation for Accounting Firm Growth
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
Leveraging ChatGPT for Innovative Business Advisory Services
-
Virtual
2.00 Credits
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services
The Motives and Mystery of Ethics-Understanding the Why
-
Online
2.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Common Deficiencies in Employee Benefit Plans
-
Online
2.00 Credits
EBP Auditing Yellowbook
Ethical Leadership: Power, Influence, Integrity, and Trust
-
Online
2.00 Credits
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Power BI - Bringing It All Together for Data Analysis
-
Virtual
2.00 Credits
The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity.Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models.Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models.Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.
2025 Not-for-Profit Accounting & Auditing Update
-
Online
6.00 Credits
Yellowbook Auditing Accounting
K2's Implementing Internal Controls In Quickbooks Environments
-
Online
4.00 Credits
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
Unlocking Deep Secrets: Case Studies in Financial Analysis
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
