CPE Course Catalog
 

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  • 2 Credits
    Online

    Emotional Intelligence: The Critical Factor in Success

    Location: Online
    Member Price: $79.00

    Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social...

  • 8 Credits
    Online

    Power BI - Advanced Data Analytics with Power Pivot

    Location: Online
    Member Price: $199.00

    This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new...

  • 4 Credits
    Online

    Surgent's Ethical Considerations for the CPA (ETHC)

    Location: Online
    Member Price: $139.00

    CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course reviews a history of the CPA profession but will focus on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential...

  • 1 Credits
    Online

    Keeping Retirement SECURE - New Act.New Opportunities

    Location: Online
    Member Price: $50.00

    The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all...

  • 4 Credits
    Online

    Ethics: 10 CPAs Behaving Badly

    Location: Online
    Member Price: $139.00

    This webinar will explore actual cases of CPAs behaving badly, resulting in the loss of their licenses. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. NOTE FOR OHIO CPAS: The Accountancy Board of Ohio has...

  • New 2 Credits
    Online

    Depreciating and Expensing Business Assets

    Location: Online
    Member Price: $79.00

    This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2020 inflation increases and Section 179 and Section 168(k) deductions. In addition, planning and potential pitfalls will be presented. This event may be a rebroadcast of a...

  • New 2 Credits
    Online

    Excel - Advanced Defined Names & Excel Tables

    Location: Online
    Member Price: $79.00

    The importance of Defined Names and Excel Tables is detailed in our course "Excel - Two Must Know Features: Defined Names & Tables." Once you understand these two features, how can you use them to build advanced spreadsheets? This course is designed to demonstrate how you can use these...

  • 2 Credits
    Online

    Delivering Bad News? Don't Be the Messenger Who Gets Shot!

    Location: Online
    Member Price: $79.00

    The average CFO's tenure is about three years, while the tenure for other financial positions may not be much better. One cause may be our responsibility to deliver BAD news. Sadly, sometimes the messenger gets shot. How can some people deliver the bad news and actually strengthen their...

  • New 2 Credits
    Online

    Single Audit Primer (Yellow Book)

    Location: Online
    Member Price: $79.00

    *Qualifies for Yellow Book CPE credit* Single audits are different. The federal government demands a lot of a grantee and their auditor. In this course, you will learn about the compliance and internal controls portion of the Single Audit. Key acronyms and terminology are explained in plain...

  • New 2 Credits
    Online

    Capitalizing and Depreciating Assets: Review and Update

    Location: Online
    Member Price: $79.00

    This course discusses the most recent tax law changes impacting the capitalization, depreciation and disposition of business assets, with a focus on Section 179 and Section 168(k) deductions, real property, and luxury auto depreciation. This course qualifies for PTIN credit. This event...

  • New 2 Credits
    Online

    The GAO's Green Book: Internal Controls

    Location: Online
    Member Price: $79.00

    *Qualifies for Yellow Book CPE credit* How do you make sure bad things don't happen? Controls! In this webinar, learn how to define risks and apply controls to mitigate the risks - without creating a burdensome bureaucracy. The GAO's 2014 Green Book (Standards for Internal Control in the...

  • 2 Credits
    Online

    Office 365 - Ready, Set, Go! - Developing Your Strategy

    Location: Online
    Member Price: $79.00

    Office 365 is a very comprehensive suite of applications that can impact virtually every aspect of your business. The depth and breadth of tools provided can play a substantial role in transforming your business processes to digital. In order to maximize the benefit of Office 365 to your...

  • 1 Credits
    Online

    Advanced Budgeting - Balance Sheet and Cash Flow Projections

    Location: Online
    Member Price: $49.00

    Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling...

  • New 4 Credits
    Online

    Office 365 Teams App - Optimizing Your Setup & Configuration

    Location: Online
    Member Price: $139.00

    If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course...

  • 2 Credits
    Online

    Don't Let Your Schedule Get Away From You

    Location: Online
    Member Price: $79.00

    Learn to decrease stress, and increase productivity during your busiest times. In this session you will hone the skills you need to be more effective, organized and productive when you need it most. We will detail techniques to specifically manage and decrease stress, become more productive...

  • 1 Credits
    Online

    Confessions of a Mompreneur: Leadership Lessons Learned

    Location: Online
    Member Price: $49.00

    As founder of a 34-year old award-winning strategy firm, Sherr‚ has literally raised a business and three daughters, all younger than her business. As a result, her daughters got front row seats to the life of an entrepreneurial mom and were frequently at Mom's side during times when what comes...