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CPE Catalog & Events

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The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Procurement Inventory

Preparation, Compilation and Review Engagements

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Webinar

2.00 Credits

Member Price: $79

Auditing Yellowbook

Multistate Taxation - Issues and Planning Opportunities

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Webinar

8.00 Credits

Member Price: $225

Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation

An Exceptional Leader C.A.R.E.S.

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Webinar

1.00 Credits

Member Price: $39

Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR

Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.

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Webinar

1.00 Credits

Member Price: $39

Appreciation Languages of appreciation Appreciation strategies

Employment Law 101

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Webinar

1.00 Credits

Member Price: $39

Title VII Americans With Disabilities Act Age Discrimination in Employment Act  Family Medical Leave Act  Fair Labor Standards Act  Equal Pay Act  National Labor Relations Act  Fair Credit Reporting Act 

Safety Synergy: Uniting Elements for a Secure Workplace

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Webinar

1.20 Credits

Member Price: $39

How to evaluate physical security  Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview

Ethical Standards in Tax Practice: Circular 230 and Compliance

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Webinar

2.00 Credits

Member Price: $79

Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements

Managing Your Money in Retirement

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Webinar

3.00 Credits

Member Price: $99

Social Security Retirement Asset allocation Fraud  

Deep Dive into Common Auditing Deficiencies

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Webinar

4.00 Credits

Member Price: $129

Auditing Yellowbook GAAS

K2's Advanced Excel

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Webinar

4.00 Credits

Member Price: $225

Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations

What's Changing in Risk Assessment

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Webinar

2.00 Credits

Member Price: $79

Auditing Yellowbook

Accounting for Leases

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Webinar

1.60 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

Staff Retention Keep the Best People

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Webinar

3.00 Credits

Member Price: $99

Remote workforce Employee retention Staff turnover  

Optimize Your Staff's Performance

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Webinar

4.00 Credits

Member Price: $129

The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment

360 Budgeting: A Holistic Approach to Process and Solutions

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Webinar

8.00 Credits

Member Price: $79

Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations

Fundamentals of the 1040 for Junior Staff

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Webinar

8.00 Credits

Member Price: $245

Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments) Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits) Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203) Preparer due diligence, Circular 230 compliance, and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates for 2024 and potential changes in 2025

Promoting Mental Health in the Workplace to Prevent Violence

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Webinar

1.00 Credits

Member Price: $39

Mental Health Awareness

Emotional Intelligence for Professionals: Mastering the Human Side of Success

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Webinar

1.00 Credits

Member Price: $39

Emotions Relationships Emotional Intelligence Communication

Combatting Sexual Harassment in the Workplace

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Webinar

1.00 Credits

Member Price: $39

Sexual harassment prevention Company culture