CPE Catalog & Events
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
2024 Risk Assessment - A Common Deficiency
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Webinar
1.00 Credits
Member Price: $39
Risk Assessment Common Deficiencies
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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Webinar
1.00 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
2024 The Psychology of Fraud
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Webinar
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Procurement Inventory
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Webinar
2.00 Credits
Member Price: $118
K2's 2024 Getting Started With Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $79
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Schedule C of Form 1040
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
2024 Estate Planning for Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
2024 Annual Update for Governments and Not-for-Profits
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Webinar
8.00 Credits
Member Price: $225
Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management
How to Create an ROI-Based Marketing Plan for Your Firm
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Webinar
1.00 Credits
Member Price: $71
Quality management Peer review Audits Remediation Monitoring
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Webinar
1.50 Credits
Member Price: $94
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
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
Auditing Implications for Recently Issued GASB Standards
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Webinar
2.00 Credits
Member Price: $125
GASB Standards Government auditing Government accounting Financial statement audit considerations Emerging practice issues Practitioner views on tough questions
Closely Held Business Owner Financial Planning Opportunities 2024
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Webinar
2.00 Credits
Member Price: $89
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
K2's Automation For Increasing Personal Efficiency And Effectiveness
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Webinar
2.00 Credits
Member Price: $89
Automation opportunities Understanding integration platforms Productivity tips, tricks, and applications Tips and tricks for saving valuable time
Profitability Pricing: Boost your Bottom Line
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Webinar
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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Webinar
2.00 Credits
Member Price: $99
Major 2024 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2024 and how they impact the 2024 tax forms
Surgent's Managing Millennials
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Webinar
2.00 Credits
Member Price: $99
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success