CPE Catalog & Events
The SECURE Act 2.0 - Planning Opportunities for Employers
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Online
1.00 Credits
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Accounting Finance Cash Investments
When You Hear Hoofbeats, It May Be a Zebra
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Online
1.00 Credits
Internal Controls Fraud Prevention Fraud Investigation
Ethics Aren't for the Byrdes in Ozark
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Online
1.00 Credits
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Accounting Finance Financial Statements
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Accounting Finance Financial Statements
MBAexpress: Effective Change Management - V 2.0
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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
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Online
1.00 Credits
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words
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Online
2.00 Credits
Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations
Measuring Audit Risks
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Online
3.00 Credits
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Global Internal Audit Standards (GIAS) Domain II - Part 2
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Online
2.00 Credits
Internal Audit Standards GIAS Accounting Internal Controls
Estate Planning for Today and Beyond
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Online
8.00 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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Online
1.20 Credits
Revenue Recognition Accounting
Revenue Recognition Topic 606 - Identify the Contract Part 1
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Online
1.20 Credits
Revenue Recognition
The New Quality Management Standards - What Everyone Needs to Know
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Online
2.00 Credits
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Revenue Recognition - Topic 606 Overview
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Online
1.50 Credits
Revenue Recognition on Contracts with customers
Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
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Online
1.20 Credits
Revenue Recognition Accounting
Fraud Unmasked: Understanding and Preventing White-Collar Crime with Dr. Richard G. Brody
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Online
2.00 Credits
Fraud Prevention Accounting Business Ethics
