CPE Catalog & Events
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
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Virtual
2.00 Credits
Report type comparison Customizing PivotTable options Format and design options Calculated fields and items Multiple value fields
Current and Upcoming FASB Issues
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Virtual
2.00 Credits
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Tax considerations in divorce, including support obligations and property division Bankruptcy, debt cancelation, and financial hardship tax implications Tax treatment of cohabitation, premarital agreements, and exemptions Child support, alimony, and dependency issues Business dissolution and tax consequences Filing status options and tax rate comparisons Head of household qualifications and tax advantages Impact of refunds, deficiencies, and marital property rules
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Online
2.00 Credits
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
401(k) Audit Basics, Part 3 - Distribution Testing, Investments and Audit Wrap-up
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Virtual
2.00 Credits
Plan distributions and benefit payments Investments and related disclosures ERISA Section 103(a)(3)(C) audits Audit wrap-up
Current Audit Environment and ASB Activity
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Virtual
2.00 Credits
Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
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Online
3.00 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
Key Financial and Economic Issues Facing the Financial Executive
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Virtual
1.00 Credits
Understanding the current economic issues for the CFO/Controller to include: Strategic, operational planning and risk management Regulatory, Fiscal and Monetary policies impact on the organization Managing the finances of the organization during periods of rapid changes Managing risk in an uncertain economic climate
Taxation of Judgements and Settlements
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Online
2.40 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Common Peer Review Deficiencies and How to Avoid Them
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Online
2.00 Credits
Defiicencies Peer reviews Auditing
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Accounting Finance Procurement Inventory
Business Case for Designing an Experience-Led Organization
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Virtual
3.00 Credits
Customer Experience as Next-Generation Branding Employee Experience as the Future of Work Cultural analytics and culture management
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
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Virtual
4.00 Credits
Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price
Multistate Taxation - Issues and Planning Opportunities
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Online
8.00 Credits
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Employment Law 101
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Online
1.00 Credits
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
K2's Advanced Excel
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Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Fundamentals of the 1040 for Junior Staff
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Online
8.00 Credits
Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments) Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits) Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203) Preparer due diligence, Circular 230 compliance, and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates for 2024 and potential changes in 2025
