CPE Catalog & Events
Emerging Issues in Financial Accounting 25-26
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Webinar
3.00 Credits
Member Price: $139
Are we equipped to deal with a resurgence in financial accounting fraud Private company accounting standards, options and elections The latest on crypto and ESG Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting FASB and PCC agenda
ACPEN Signature 2025: Single Audit and Uniform Guidance Issues Update
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Webinar
8.00 Credits
Member Price: $250
The nuts and bolts of a Single Audit Overview of the GAO’s Fraud Risk Management Framework and the importance of fraud risk in a Single Audit Specific audit issues arising relating to the continued Pandemic and Infrastructure funding programs Review of unique elements of the 2025 Compliance Supplement (If Available) Recent changes to specific Uniform Guidance rules and regulations
K2's Accountant's Guide To QuickBooks Online
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Webinar
4.00 Credits
Member Price: $225
• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data
360 Budgeting: A Holistic Approach to Process and Solutions
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Webinar
8.00 Credits
Member Price: $225
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
The Ethical Management of Conflict
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
ProActive Response Group De-Escalation Training
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Webinar
1.20 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
How to Start a CFO Service
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.
Emotional Intelligence
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Webinar
1.20 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Webinar
1.00 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
The Role of HR in Business Sustainability
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Webinar
1.20 Credits
Member Price: $39
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Webinar
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Budgeting: Presenting and Communicating your Numbers
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Profitability Pricing: Boost your Bottom Line
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Webinar
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Supporting Mental Wellness to Thrive in Work and Life
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.
Surgent's Excel Tables and Conditional Summing
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Webinar
2.00 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Surgent's Update on the SECURE 2.0 Act
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Webinar
2.00 Credits
Member Price: $99
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Real Estate Taxation: Critical Considerations
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Webinar
4.00 Credits
Member Price: $159
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Excel Essentials for Today's Accountant: How To Become an Expert in One Day
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Webinar
4.00 Credits
Member Price: $129
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Ethics - A Line in the Sand; Implications for Daily Business
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Webinar
4.20 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years