CPE Course Catalog
 

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  • 1 Credits
    Online

    Fixing Your Chart of Accounts

    Location: Online
    Member Price: $49.00

    A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets,...

  • 2 Credits
    Online

    K2's Power Query - Ten Things You Need to Know

    Location: Online
    Member Price: $79.00

    Microsoft has updated Excel's Power Query tool - first released in 2010 - with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session you will learn ten things every Power Query user should know to make it...

  • 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...

  • 2.2 Credits
    Online

    Payroll Fraud Information and Discussion

    Location: Online
    Member Price: $79.00

    This course centers its discussion around the ever-present dilemma of payroll fraud. Some questions that will be addressed are how big the problem is, the demographics of the perpetrators, the types of companies who fall prey to payroll fraud and most importantly, how to reduce the risk of...

  • 2 Credits
    Online

    Resolving Ethical Conflicts

    Location: Online
    Member Price: $79.00

    At some point in his or her career, every financial manager will face a choice of doing the right thing or taking the easy way out. Skillfully handling a conflict, ethical or otherwise, can make a big difference your career's trajectory. Professional standards provide procedures for resolving...

  • 4 Credits
    Online

    Surgent's Fraud Basics: Protecting the Company Till (DRF4)

    Location: Online
    Member Price: $139.00

    Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain situations. We also explore the darknet and...

  • 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 2 Credits
    Online

    Key Tax Issues Facing Business and Industry

    Location: Online
    Member Price: $79.00

    This program focuses on key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on the recent legislative rulings and developments. Planning alternatives and potential risks associated with those strategies will also be discussed. This event...

  • 2 Credits
    Online

    Surgent's Top Business Tax Planning Strategies (BTPS)

    Location: Online
    Member Price: $89.00

    The Tax Cuts and Jobs Act of 2017 contains provisions that, when properly implemented, allow the business taxpayer to reduce its tax liability. This program focuses on certain tax strategies that are based on the new tax changes and allow businesses to reduce their tax liability.

  • 2 Credits
    Online

    The CFOs Role in Strategic Cash Management

    Location: Online
    Member Price: $79.00

    Businesses depend on having adequate capital and cash flow. While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions. Those who can't manage cash strategically are often replaced when a company goes into a growth mode....

  • 2 Credits
    Online

    Ethics: Every Choice Has a Consequence

    Location: Online
    Member Price: $79.00

    We have all made what we thought were `small' decisions that had a HUGE result. Gary Zeune, CPA will ask Gallagher how his `immaterial' choices sent him to prison. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

  • 1 Credits
    Online

    Critical Thinking for Financial Professionals

    Location: Online
    Member Price: $49.00

    What were they thinking? Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that poor choices must be due to someone's incompetence, inexperience, bad character, or low intelligence. Yet, when we make a...

  • 2.2 Credits
    Online

    Estate and Financial Planning

    Location: Online
    Member Price: $79.00

    Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns? This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you'll discover...

  • 4.4 Credits
    Online

    K2's Testing and Auditing Excel Workbooks

    Location: Online
    Member Price: $129.00

    Excel errors continue to plague organizations of all sizes - estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel...

  • 2 Credits
    Online

    The Trustworthy Leader: Ethics and Trust

    Location: Online
    Member Price: $79.00

    Ethics and Trust Trustworthiness and a commitment to ethical behavior are two sides of the same coin! We do not trust people who behave unethically and we must be significantly more cautious in dealing with people whom we do not trust. Research shows infusing authentic trust throughout an...

  • 2 Credits
    Online

    Open Book Management: Making it Work in the Real World

    Location: Online
    Member Price: $79.00

    Some organizations create extraordinary success by broadly sharing financial information with team members at all levels. Others have tried and failed. This session discussed how real world organizations have transformed their cultures using open book management. You will gain insight into...