CPE Catalog & Events
History of Investing
Available Until
TBD
1.50 Credits
Member Price: $59
Early concepts of investment managementGordon Growth Model Harry Markowitz: Risk Return Trade-OffFama & French: Factor ModelingWhich factors are better?Smart BetaIncorporating Client Behavioral BiasesWhat's Ahead?
How Fraud Can Affect Smaller Organizations
Available Until
TBD
4.00 Credits
Member Price: $159
The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
IRS Penalties and Abatements
Available Until
TBD
2.00 Credits
Member Price: $79
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
If You Only Knew What Microsoft Word Could Do
Available Until
TBD
2.00 Credits
Member Price: $79
Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
Implementing and Maintaining an Internal Controls (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Implementing and Maintaining an Internal Controls (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Independence and Conflicts of Interest
Available Until
TBD
1.00 Credits
Member Price: $39
AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: Olympus Case Study: Buca di Beppo
Integrity, Objectivity and Judgment; Values in Action
Available Until
TBD
1.00 Credits
Member Price: $39
AICPA Code of Conduct: Integrity and Objectivity Case Study: Mortgage crisis of 2007-2010 Case Study: World Com
Internal Control Changes for Remote Workers
Available Until
TBD
2.00 Credits
Member Price: $79
The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Internal Controls to Mitigate Financial Reporting Risk
Available Until
TBD
2.00 Credits
Member Price: $79
Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements
International Cross Border Transactions
Available Until
TBD
2.00 Credits
Member Price: $79
Branch Profits Tax Controlled Foreign Corporations Transfer of Intangibles Effective Tax Rates World-wide Taxation Territorial Taxation
Intro to Governmental Accounting
Available Until
TBD
2.00 Credits
Member Price: $79
Financial reportingFund accountingMD&AAnnual Comprehensive Financial Report
Intro to NFP Accounting
Available Until
TBD
2.00 Credits
Member Price: $79
Accounting for nonprofit organizations Net assets Agency transactions Contributions Endowments Programmatic investments
Like-kind Exchanges in Real Estate Transactions
Available Until
TBD
2.00 Credits
Member Price: $79
Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy. These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability. These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
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
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
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