CPE Catalog & Events
Shorten Month-End Closing Best Practices
Available Until
TBD
4.00 Credits
Member Price: $159
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
Steps to Stop External Fraud
Available Until
TBD
2.00 Credits
Member Price: $79
Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Talk This Way - Communication Skills for the CPA
Available Until
TBD
2.00 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentationsThe importance of recursive revision Tips for success Pitfalls to avoid
Taxation of Business Entities
Available Until
TBD
2.00 Credits
Member Price: $79
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Taxation of Judgement and Settlements
Available Until
TBD
2.00 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Taxation of Non-fungible Tokens (NFTs)
Available Until
TBD
2.00 Credits
Member Price: $79
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs.
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Manag
Available Until
TBD
2.00 Credits
Member Price: $79
Creating a culture of discipline Project and time management best practices Avoiding common time wasters Tips for both getting, and staying, organized Managing stress for yourself and others Managing productive meetings
The Choice of Entity Decision: What is best for your client?
Available Until
TBD
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations. Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election Corporate tax rate to individual tax rate comparison examples Other related topics
The Impact of Environmental, Social, and Governance (ESG) Related Matters on Financial State
Available Until
TBD
2.00 Credits
Member Price: $79
Overview of the impact environmental, social, and governance (ESG) matters have on the financial world Evolving guidance from the AICPA and other stand-setters related to ESG matters Risks of material misstatement in financial statements and related disclosures emerging from ESG matters
The Impact of SAS No. 145 on Risk-Based Audits
Available Until
TBD
2.00 Credits
Member Price: $79
New definitions and requirements related to identifying and evaluating risks of material misstatement per SAS No. 145 Improved application of risk-based audit concepts for a higher-quality audit
Top Accounting, Operational, Compliance Challenges for Nonprofits
Available Until
TBD
2.00 Credits
Member Price: $79
Special accounting and financial reporting considerations for nonprofits Unique operational considerations for nonprofit management and those charged with governance to monitor Compliance requirements commonly faced by nonprofits when providing external financial information
Treasury Circular 230 for EAs and Other Tax Preparers
Available Until
TBD
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP
Understanding Internal Control Constructs
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlThe importance of control measure interdependency
Understanding/Creating Internal Control Systems (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Understanding/Creating Internal Control Systems (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
What You Can Learn From the Statement of Cash Flows
Available Until
TBD
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
What's New in Excel
Available Until
TBD
2.00 Credits
Member Price: $79
New features and tools in ExcelUpdates to the Excel Function Library
Yellow Book Independence and Single Audit Fundamentals
Available Until
TBD
4.00 Credits
Member Price: $159
The conceptual framework approach to independence Independence threats related to preparing financial statements and accounting records Consideration of specific non-audit services that would and would not impair independence Documentation necessary to support adequate consideration of auditor consideration Fundamentals of a compliance audit performed under the Uniform Guidance Schedule of expenditure of federal awards Determination of major programs Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Writing an audit finding Reporting requirements of a single audit
You Don't Know What You Don't Know About Excel (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library
You Don't Know What You Don't Know About Excel Part 1
Available Until
TBD
4.00 Credits
Member Price: $159
Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library