CPE Catalog & Events
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
Power BI - Analyze Your Data With Excel PivotTables (Course 3)
Available Until
TBD
4.00 Credits
Member Price: $159
The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Power BI - Create Excel Dashboards for Maximum Impact (Course 4)
Available Until
TBD
2.00 Credits
Member Price: $79
Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creation
Power BI - Go Beyond PivotTables with Power Pivot (Course 6)
Available Until
TBD
4.00 Credits
Member Price: $159
Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power Pivot
Power BI - Introduction to MS Power BI Tools (Course 1)
Available Until
TBD
2.00 Credits
Member Price: $79
The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
Power BI - OLAP Formulas & More Time Intelligent Functions
Available Until
TBD
2.00 Credits
Member Price: $79
OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)
Available Until
TBD
2.00 Credits
Member Price: $79
Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysisIntroduction to Power Query and Get and Transform
Power BI - Share Your Data Analysis using PowerBI.com (Course 9)
Available Until
TBD
2.00 Credits
Member Price: $79
A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
Power BI - Use Advanced Calculations with DAX Formulas (Course 7)
Available Until
TBD
4.00 Credits
Member Price: $159
Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)
Available Until
TBD
4.00 Credits
Member Price: $159
Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
Power BI - Use Power Query to Transform Your Data (Course 5)
Available Until
TBD
2.00 Credits
Member Price: $79
Append files Combine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a table
Practical Excel Topics for the CPAs
Available Until
TBD
2.00 Credits
Member Price: $79
Understanding the structure of an Excel workbook Entering and manipulating data in Excel Creating and editing formulas Best practices for developing quality Excel workbooks Creating charts, graphs, and other forms of data output
Real Estate Professionals, Passive Activity and Section 199A
Available Until
TBD
2.00 Credits
Member Price: $79
Definition of a real estate professional Pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards Real estate professionals and the "former passive activities" rules
Reference Rate Reform
Available Until
TBD
1.00 Credits
Member Price: $39
LIBORReference rate reform
Retirement Planning; IRA's
Available Until
TBD
1.00 Credits
Member Price: $39
IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA'sIRA DistributionsHandling Coronavirus DistributionsHandling Roth IRA DistributionsRequired Minimum DistributionsQualified Charitable Distributions (QCD's)
Risk Management in a Post-Covid World
Available Until
TBD
1.50 Credits
Member Price: $59
Black Swan Risks Role of Finance, Internal and External Auditors COSO's Risk Management Standards The COSO Cube The COSO Double Helix Risk Management Definitions Event Identification Expected Value Analysis The Heat Map The World Economic Forum Global Risk Reports Alternative Risk Responses Avoidance Reduce/Increase Share Accept Lessons from the Great by Choice Research Personal Risk Management
Roadmap to Ethical Decision Making
Available Until
TBD
2.00 Credits
Member Price: $79
Review the AICPA's Code of Professional Conduct. Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters. Discuss the principles of professional conduct. Address compliance with professional standards. Use case studies to address circumstances that may create threats to independence.
S Corporations: How to Calculate Shareholder Basis
Available Until
TBD
2.00 Credits
Member Price: $79
Analyzes the calculation of basis when the entity is formed including the impact of contributed property Determine the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Calculate how basis is impacted by distributions of corporation property Identify how basis is impacted by sale/or liquidation of the S corporation interest Determine how to get from the Schedule K-1 information to the basis calculations
Schedule C of Form 1040
Available Until
TBD
2.00 Credits
Member Price: $79
Schedule C Business Deductions Self-employment taxes Business use of a vehicleSection 179 and Bonus Depreciation