CPE Course Catalog
 

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  • 2 Credits
    Online

    Use Critical Thinking Skills to Boost Your Impact

    Location: Online
    Member Price: $79.00

    No skill is more important in business today than the ability to understand, analyze, and act on information effectively and responsibly. Finance professionals who are also savvy, sharp critical thinkers can cut through ambiguity and information overload to quickly zero in on what is really...

  • 2 Credits
    Online

    3 Market Analysis Priorities to Drive Profitability

    Location: Online
    Member Price: $79.00

    If you only analyze financial statements, you are probably missing many opportunities to increase profitability and cash flow. In this session, you will learn a Profit SizingT process involving three key types of market analysis areas: 1) Business offerings 2) Market segments 3) Geographic...

  • 2 Credits
    Online

    8 Attributes of Every Winner

    Location: Online
    Member Price: $79.00

    What makes someone a winner? What do the winners do differently? The answer is - a lot. Winners have a plan that we all can follow. This webcast will review the steps and actions winners take and how we all can become a winner! If you want to win and hate to fail, this webinar is for you.

  • 4 Credits
    Online

    Power BI - Go Beyond PivotTables with Power Pivot

    Location: Online
    Member Price: $139.00

    * This course is #6 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * This course focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model,...

  • 8 Credits
    Online

    Surgent's Individual and Financial-Planning Tax Camp (IFCP)

    Location: Online
    Member Price: $259.00

    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present...

  • New 1 Credits
    Online

    At Capacity: The Tough Questions

    Location: Online
    Member Price: $39.00

    Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without...

  • 2 Credits
    Online

    Accounting Re-imagined: The Future of Our Profession

    Location: Online
    Member Price: $79.00

    In a world of too much constantly changing information, the challenge for financial professionals is how to provide the right amount of information at the right time and in the right way. How can we create truly innovative finance departments? Learn a few simple steps you can take now to...

  • 1 Credits
    In-Person

    Common Accounting Impacts Post Covid

    Location: Online

    Join Aronson partners Mark Robins and David Semendinger as they discuss the significant GAAP accounting impacts that have occurred due to COVID-19.   In this presentation, Mark and David will discuss topics such as: • Going concern considerations - What this means and what...

  • 4 Credits
    Online

    Excel PivotTables - Part I

    Location: Online
    Member Price: $129.00

    PivotTables are the most powerful feature of Excel, yet few business professionals use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from your instructor, you...

  • 2 Credits
    Online

    Forms 1065 and K-1s - IRS Throws Rocks at Hornets' Nest

    Location: Online
    Member Price: $79.00

    On proposed 2019 Forms 1065, Schedules K-1 and in related instructions, IRS is launching massive new reporting requirements re: negative tax basis capital accounts, at-risk activities, passive activities, partner level built-in gains and many more. Chaos has resulted. IRS has backed off some,...

  • 2 Credits
    Online

    K2's Excel's Best New Features

    Location: Online
    Member Price: $79.00

    With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of...

  • New 2 Credits
    Online

    Power BI - Use Power Query to Transform Your Data

    Location: Online
    Member Price: $99.00

    Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail - the inability to get the correct data. This webcast focuses on using Power Query...

  • 2 Credits
    Online

    Data Analysis and Management

    Location: Online
    Member Price: $79.00

    Studying financial results can tell us what business activities need improvement, but often leaves little insight into how to improve. To improve our organization's bottom line, we must learn ways to increase revenue or decrease cost. This comes from gaining new insights about customers,...

  • 2 Credits
    Online

    S Corporations: How to Calculate the Shareholder's Basis

    Location: Online
    Member Price: $79.00

    A detailed analysis of the calculations related to determining an S shareholder's tax basis for S corporation shares using the Form 1120S, Schedule K-1 information. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This course qualifies for...

  • 2 Credits
    Online

    Commodity and Interest Rate Risks: Manage the Unmanageable

    Location: Online
    Member Price: $79.00

    Risk is everywhere; volatile interest rates, commodity prices, and markets. The best business leaders excel at mitigating risks, but some risks can't be tamed while others can be. How did this happen? Why is market risk increasing and happening more frequently - despite governmental regulations?...

  • 2 Credits
    Online

    Robotic Process Automation (RPA) for Accountants

    Location: Online
    Member Price: $79.00

    This course provides a concise overview of robotic process automation (RPA) -- technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These "bots" can automatically log into applications, enter data, do calculations, complete tasks, make decisions...