CPE Catalog & Events
LinkedIn Profile Secrets for CPAs
Available Until
TBD
2.00 Credits
Member Price: $79
Effective branding and LinkedIn profile positioning for CPAs Best practices and tips for each profile feature Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords Sizzle elements: Your headshot, background banner, videos, and media Essential LinkedIn settings and privacy for CPAs
NFP Reporting and Presentation
Available Until
TBD
2.00 Credits
Member Price: $79
Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures Common pitfalls on functional expense reporting Tips to consider on functional expense reporting Ways to manage liquid resources Peer review findings relating to implementation of ASU 2016-14 Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.) Key facts and impacts on current ASUs Cybersecurity issues
Nonprofit Taxation: Key Tax Rules
Available Until
TBD
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits A discussion of the basics of unrelated business income tax Excise tax on salaries exceeding $1 million Denial of fringe benefits and taxation of their value as UBIT Separating businesses for purposes of UBIT Excess parachute payments
Online Fraud Targeting Individuals & Companies
Available Until
TBD
2.00 Credits
Member Price: $79
Types of fraud that targets individualsHow organizations can work to reduce risk for workers
Operations Level Internal Control
Available Until
TBD
4.00 Credits
Member Price: $159
An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Partnership/LLC Taxation: Tax Basis Capital Accounts
Available Until
TBD
2.00 Credits
Member Price: $79
Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" How the financial accounting and tax capital accounts differ from one another Determine a partner's share of the partnership's liabilities Distinguish "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" loans and how they affect partners Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting Section 4655 "at risk" rules and how they impact Schedule K-1 reporting
Partnerships: How to Calculate Partner Basis
Available Until
TBD
2.00 Credits
Member Price: $79
How to calculate the basis when the entity is formed, including the impact of contributed property Explains the use of both "inside" and "outside" basis determination Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis Comprehensive example to illustrate the mechanics of the basis determination process Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Peer Reviews of SSARS Engagements
Available Until
TBD
2.00 Credits
Member Price: $79
Basic requirements of an engagement review. Qualifications for serving as a peer reviewer. Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy. Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee. Common engagement review findings and tips for passing peer review.
Personality Styles - Adapting to Different Types of Personalities for Improved Relationships
Available Until
TBD
2.00 Credits
Member Price: $79
Defining primary personality style characteristics Determining your own primary personality style and the style of others Effectively adapting for improving interactions with various personality styles Leveraging strengths and minimizing the negative impact of personality weaknesses Applying personality style analysis to real-life situations involving clients, staff, peers and superiors
Power BI - Analyze Your Data With Excel PivotTables (Course 3)
Available Until
TBD
4.00 Credits
Member Price: $159
The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Power BI - Create Excel Dashboards for Maximum Impact (Course 4)
Available Until
TBD
2.00 Credits
Member Price: $79
Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creation
Power BI - Go Beyond PivotTables with Power Pivot (Course 6)
Available Until
TBD
4.00 Credits
Member Price: $159
Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power Pivot
Power BI - Introduction to MS Power BI Tools (Course 1)
Available Until
TBD
2.00 Credits
Member Price: $79
The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
Power BI - OLAP Formulas & More Time Intelligent Functions
Available Until
TBD
2.00 Credits
Member Price: $79
OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)
Available Until
TBD
2.00 Credits
Member Price: $79
Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysisIntroduction to Power Query and Get and Transform
Power BI - Share Your Data Analysis using PowerBI.com (Course 9)
Available Until
TBD
2.00 Credits
Member Price: $79
A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
Power BI - Use Advanced Calculations with DAX Formulas (Course 7)
Available Until
TBD
4.00 Credits
Member Price: $159
Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)
Available Until
TBD
4.00 Credits
Member Price: $159
Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
Power BI - Use Power Query to Transform Your Data (Course 5)
Available Until
TBD
2.00 Credits
Member Price: $79
Append files Combine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a table
Practical Excel Topics for the CPAs
Available Until
TBD
2.00 Credits
Member Price: $79
Understanding the structure of an Excel workbook Entering and manipulating data in Excel Creating and editing formulas Best practices for developing quality Excel workbooks Creating charts, graphs, and other forms of data output