CPE Catalog & Events
The Controllership Series - Addressing Budgeting Uncertainty
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Navigating Difficult Conversations with Clients
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Webinar
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
The Controllership Series - The Role of the Controller in ESG
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
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
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Webinar
1.00 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Internal Control Frameworks for Single Audit
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Webinar
1.00 Credits
Member Price: $39
Auditing COSO 2013 Update
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Webinar
2.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
2024 Crypto, Blockchain and Taxes
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Webinar
2.00 Credits
Member Price: $79
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
SAS 145 - Risk Assessment
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Webinar
1.00 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Webinar
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
2024 A Guide to Sampling - Part 1
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Webinar
2.00 Credits
Member Price: $79
Sampling Monetary Unit Sampling
2024 Best Practices: Conducting Meaningful Walkthroughs
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Webinar
2.00 Credits
Member Price: $79
Internal Controls Walkthroughs Documentation
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
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $59
Accounting Sales Collections
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
2024 Internal Control Fundamentals
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Webinar
2.00 Credits
Member Price: $79
Risk Assessment Internal Controls COSO
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
2.00 Credits
Member Price: $79
Accounting Finance Cash Investments
Leveraging Marketing Automation for Accounting Firm Growth
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!