CPE Catalog & Events
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Online
4.20 Credits
Business Management Organization
Forgotten Managerial Accounting Tools for CPAs
-
Virtual
2.00 Credits
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
2024 Revision to Government Auditing Standards Impact
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
-
Virtual
2.00 Credits
Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row
Google Gemini AI for Accountants
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
Let's End Business Ethics
-
Online
2.00 Credits
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Monthly Federal Tax Updates - June 2025
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
Online
4.00 Credits
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Fraud Busters: Controls to Prevent & Detect Fraud
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
-
Online
1.00 Credits
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
A Better Way to Choose Your KPIs
-
Online
1.00 Credits
KPIs Performance measures Metrics
Combatting Sexual Harassment in the Workplace
-
Online
1.00 Credits
Sexual harassment prevention Company culture
Navigating Leaves of Absence
-
Online
1.00 Credits
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
HR Guide to Evolving Business Strategy, Finance and Development
-
Online
1.20 Credits
Corporate Culture Strategic Planning Leadership Staff Development
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
Understanding Internal Control Constructs
-
Virtual
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
-
Online
8.00 Credits
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
Unlock the Power of AI with Copilot in Excel
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot
Better Forecasts: Be a Better Predictor
-
Online
2.00 Credits
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Mastering Microsoft 365 Copilot for CPAs
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
