CPE Catalog & Events
Social Media: The Bare Necessities
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Webinar
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
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Webinar
1.20 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Webinar
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
2024 Is Activity-Based Costing the Right Tool for Your Organization?
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Webinar
2.00 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting
2024 Partnership Essentials: Tax Basis Capital Accounts
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Webinar
2.00 Credits
Member Price: $79
Importance of capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Pre-contribution appreciation Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1 Tax basis capital accounts
2024 Tax Season Update for Individuals with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Update and integration of recent tax legislation impacting 2024 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2025 tax rate schedule and other inflation adjusted items; Passive activity and hobby loss rules changes
2024 Internal Controls That Could Have Prevented Frauds
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Webinar
2.00 Credits
Member Price: $79
Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios
2024 Was It Fraud or Just Poor Audit Quality?
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Webinar
1.60 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 Ethical Tax Practice Strategies in a Crisis World
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Webinar
2.00 Credits
Member Price: $79
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Build a Data Model for Analysis in Power BI
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Transform Your Organization With Office 365 and Teams
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy
Leveraging ChatGPT for Innovative Business Advisory Services
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services
Accounting & Auditing for Cryptocurrency
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Webinar
1.00 Credits
Member Price: $39
Cryptocurrency Ditigal assets
Coaching & Counseling - Addressing Misconduct
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Webinar
1.20 Credits
Member Price: $39
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Benefits and Best Practices for Telework
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Webinar
2.00 Credits
Member Price: $79
Business Management Hybrid work options
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Webinar
1.80 Credits
Member Price: $79
Communication Leadership Character Behavior
Addressing Common Documentation Deficiencies
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Webinar
2.00 Credits
Member Price: $79
Documentation Deficiencies
Supervision/Management Competencies: An Ethical Approach
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
2024 Financial Statement Analysis
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Webinar
4.00 Credits
Member Price: $129
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
2024 Year-End Tax Planning: Thinking Outside the Box
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Webinar
4.00 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues