CPE Catalog & Events
The Corporate Transparency Act - What You Need to Know to Protect Your Client
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Webinar
2.00 Credits
Member Price: $79
CTA Filing Deadlines: Adapt and synchronize with the new schedules Beneficial Ownership Defined: Navigating the new transparency standards The Alabama Impact: Examining the court's influence on CTA enforcement Risk Management: Strategic navigation through CTA's legal framework Leveraging Transparency: Gaining a competitive advantage through CTA insights Disclosure Obligations: Clarify reporting requirements Corporate Configuration: Comprehend the alterations in structure Avoiding Sanctions: Proactive measures for CTA compliance
2024 Practical Ethics and Circular 230 Compliance for CPAs
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Webinar
4.00 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Webinar
1.00 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Next Steps Series - Inclusion: Building a Sustainable Culture of Diversity
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Webinar
1.00 Credits
Member Price: $75
Modern definitions of diversity and inclusion Diverse work environment Types of diversity The importance of people as a competitive advantage Characteristics of high performers Generation Millennials and WIFI Recruiting on Linkedin Ethical ties to diversity and inclusion The art of Culture Managing diverse workforces Bias pitfalls Diversity task force Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program.
Why Auditors Fail To Detect Fraud
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Webinar
2.00 Credits
Member Price: $79
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
The Art of Marketing for CPAs
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Webinar
4.00 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Aligning Analytics to COSO's Fraud Risk Management Principles
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Webinar
1.00 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Business Consulting for CPAs
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Webinar
4.00 Credits
Member Price: $129
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Webinar
4.00 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Webinar
4.20 Credits
Member Price: $129
Business Management Organization
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Webinar
1.00 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
When Leadership Fails
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Webinar
2.00 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Let's End Business Ethics
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Webinar
2.00 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Shortcuts to Personal and Professional Success
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Webinar
8.00 Credits
Member Price: $225
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Webinar
1.00 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
A Better Way to Choose Your KPIs
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Webinar
1.00 Credits
Member Price: $39
KPIs Performance measures Metrics
Combatting Sexual Harassment in the Workplace
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Webinar
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
Navigating Leaves of Absence
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Webinar
1.00 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
HR Guide to Evolving Business Strategy, Finance and Development
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Webinar
1.20 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development