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CPE Catalog & Events

Showing 10331 All Events Results

ProActive Response Group De-Escalation Training

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Online

1.20 Credits

Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment

Governmental Accounting 101

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Online

2.00 Credits

Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting

Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts

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Online

2.00 Credits

The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating

Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT

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Online

2.00 Credits

AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective

Defining Where and Why Internal Controls are Needed

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Virtual

2.00 Credits

The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations

Inventory Accounting GAAP, Software and Recognizing Variances

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Online

2.00 Credits

Inventory accounting GAAP Methods for dealing with variances  

The Successful Family Business

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Online

4.00 Credits

Business Management Organization  

Coaching Skills That Improve Performance

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Online

4.00 Credits

Coaching Effective Communication

Deep Dive Into Common Auditing Deficiencies

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.

Ethics at Work: Diversity, Equity and Inclusion

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Virtual

2.00 Credits

The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility

Business Valuation Fundamentals

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Online

1.00 Credits

Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?  

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.

The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges

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Online

1.00 Credits

The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics

The Future of Communication: How AI and Synthetic Media Can Transform Your Business

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Online

1.20 Credits

Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity  

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

Budgeting: Presenting and Communicating your Numbers

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Online

2.00 Credits

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

The Updated Nuts and Bolts of IRC Section 1031 Exchanges

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Online

2.00 Credits

Complete explanation of IRC §1031 Understand when to use a tax-deferred exchange Changes made to the technique in the Tax Cuts and Jobs Act Advantages and disadvantages of paying the tax versus using an exchange Understand the definition of like-kind property Understand what a qualified intermediary is Understand the need for an exchange accommodation title holder Understand a reverse exchange Understand a build-to-suit exchange Understand the forty-five-day rule and how to calculate it Precautions for property identification Investment property versus property held for sale

Cash Conversion Cycle: Tool and Techniques

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Online

2.00 Credits

Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle

Partnership Tax Updates (2025)

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.IRS procedural updates on passthrough entities.New developments on conservation easements. 

Dashboard and Report Design Principles Using Excel

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Online

4.00 Credits

How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel