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CPE Catalog & Events

Course delivery

Our Live Learning, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

Showing 133 CPE Packages + Self Study Results

Communications skills training for the CPA

Available Until

Self-study

2.00 Credits

Member Price: $69

Becoming a stronger communicator The communication process Improving oral and written communications "Empathy, ego and needs," personality types and their influence on communications Case studies to summarize the webinar concepts

Data Analytics for CPAs: Introduction and Descriptive Analytics

Available Until

Self-study

1.00 Credits

Member Price: $49

What is analytics? Analytics Maturity Benchmarking: how CPAs can benchmark their clients' analytics maturity Three types of analytics: descriptive, predictive, prescriptive Descriptive analytics: text mining, multidimensional clustering, maybe statistical outlier detection

Data Analytics for CPAs: Predictive Analytics

Available Until

Self-study

1.00 Credits

Member Price: $49

What is forecasting? How to make and evaluate a forecast statistically Forecasting a simple time series: staffing an office Forecasting a more complex time series: product revenue forecasting Forecasting a nonlinear target: CART trees for market segmentation

Data Analytics for CPAs: Prescriptive Analytics

Available Until

Self-study

1.00 Credits

Member Price: $49

What is optimization? How to set up and solve an optimization problem Optimizing capital investment decisions with a decision tree Optimizing inventory management with reorder points and safety stock

Excel Power User Module 10: Getting, Preparing and Summarizing Data

Available Until

Self-study

2.00 Credits

Member Price: $69

External data Text files Data preparation Accounting system data Getting graphic

Excel Power User Module 1: Fundamental Features

Available Until

Self-study

2.00 Credits

Member Price: $69

Selected shortcuts Named references tables Data validation Conditional formatting basics

Excel Power User Module 2: Fundamental Functions, Concepts, Techniques

Available Until

Self-study

2.00 Credits

Member Price: $69

Better summing Skinny row Hide worksheets Highlight input cells Workbook organization Worksheet organization Nested functions Selection groups Workbook design principles

Excel Power User Module 3: Six Critical Excel Functions

Available Until

Self-study

2.00 Credits

Member Price: $69

Conditional summing basics with SUMIFS Remove duplicates Lookup basics Improving VLOOKUP with MATCH Improving VLOOKUP with VALUE and TEXT Moving beyond VLOOKUP with INDEX

Excel Power User Module 4: Handling Errors and Comparing Lists

Available Until

Self-study

2.00 Credits

Member Price: $69

Trap errors with IFERROR The IF function List comparisons The ISERROR function Multicolumn list comparisons with COUNTIFS Indentation Perform lookups with SUMIFS

Excel Power User Module 5: Date and Text Functions

Available Until

Self-study

2.00 Credits

Member Price: $69

Determine the last day of the month with EOMONTH Date parts: MONTH and YEAR Build your own date with DATE Concatenation basics Improve SUMIFS with CONCATENATE

Excel Power User Module 6: Time-Saving Techniques

Available Until

Self-study

2.00 Credits

Member Price: $69

Dynamic Headers Horizontal Reports Mapping Tables Data Validation and Reporting Improving Error Check with Boolean Values and the Logical AND Function

Excel Power User Module 7: Introduction to PivotTables

Available Until

Self-study

2.00 Credits

Member Price: $69

PivotTable basics Row fields Value fields Column fields Filter fields Updating data Groups and subtotals Value formats

Excel Power User Module 8: PivotTable vs. Formula-Based Reports

Available Until

Self-study

2.00 Credits

Member Price: $69

Report type comparison options Report layout and design Multiple value fields Calculated fields Calculated items

Excel Power User Module 9: PivotTable Wrap-Up and Web Data

Available Until

Self-study

2.00 Credits

Member Price: $69

Show values as Sorting Filtering Hybrid reports with GETPIVOTDATA Web data

Fraud Stories Series: Accounting Fraud

Available Until

Self-study

2.00 Credits

Member Price: $69

Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management

Fraud Stories Series: Crypto Promises

Available Until

Self-study

2.00 Credits

Member Price: $69

Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management

Fraud Stories Series: Modern Pirates

Available Until

Self-study

2.00 Credits

Member Price: $69

Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management

Fraud Stories Series: Revisiting the Pyramids and Ponzi Schemes

Available Until

Self-study

2.00 Credits

Member Price: $69

Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management

New Manager Series: Are You Managing or Leading?

Available Until

Self-study

2.00 Credits

Member Price: $69

Leadership Development

New Manager Series: Balancing Leadership and Likeability

Available Until

Self-study

2.00 Credits

Member Price: $69

Leadership Development.