CPE Catalog & Member Events
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ESOP Series Module 5: Analysis and Assessment
Available Until
Self-study
1.00 Credits
Member Price: $49
Cost and timelines Financial analysis Buy-in from staff and clients.
ESOP Series Module 6: Financing Employee Ownership
Available Until
Self-study
1.00 Credits
Member Price: $49
Lending Prerequisites Funding Sources Financing Options
ESOP Series Module 7: Legal & Regulatory Considerations
Available Until
Self-study
1.00 Credits
Member Price: $49
Documentation & Forms Filing Procedures Ongoing Compliance
ESOP Series Module 8: Implementation and Ongoing Support
Available Until
Self-study
1.00 Credits
Member Price: $49
Implementation Strategy Communication & Guidance
ESOPs: What To Say When A Client Asks
Available Until
Self-study
1.00 Credits
Member Price: $49
ESOP types ESOP benefits Resources
Easy Update and Inflation Adjustments
Available Until
Self-study
6.00 Credits
Member Price: $139
Tax brackets Tax credits Deductions Education credits Business deductions and credits Retirement plan contribution and phaseout limits Gift and estate taxes
Effective Decision Making
Available Until
Self-study
2.00 Credits
Member Price: $69
Effective decision making Problem solving Cognitive biases Stereotypes Values
Effective Feedback
Available Until
Self-study
2.00 Credits
Member Price: $69
Elements of effective feedback Proper feedback delivery Successful feedback seeking
Effective Time Management
Available Until
Self-study
2.00 Credits
Member Price: $69
Prioritizing work Leveraging relationships Protecting work time Learning to say no
Effective Workpaper Techniques: Building a Better Workpaper
Available Until
Self-study
4.00 Credits
Member Price: $99
Identifying when a workpaper is needed--what is the objective — Constructing an effective workpaper Leveraging the power of Excel to create a more powerful and fluid workpaper Differences between workpapers for industry, audit and tax accountants Referencing Creating a trail that anyone can follow How to document to reduce legal risk Best practices of documentation to improve peer reviews
Embracing Your Imposter Syndrome
Available Until
Self-study
1.00 Credits
Member Price: $49
Imposter syndrome awareness Overcoming self-limiting beliefs Embracing true worth
Employee Benefit Plans Audit Documentation
Available Until
Self-study
1.00 Credits
Member Price: $49
General Standards for Audit Documentation Key Audit Elements: Independence and Planning Addressing Risks, Fraud, and Related Parties
Employee Benefit Plans Auditing and Accounting Update
Available Until
Self-study
1.00 Credits
Member Price: $49
Overview of Recently Effective Auditing Standards Upcoming Auditing Standards (SAS 146) New and Clarifying Accounting Standards Guidance
Employee Benefit Plans Common Retirement Plan Errors
Available Until
Self-study
1.00 Credits
Member Price: $49
Common Compliance Errors in Retirement Plans Correction Options Under IRS and DOL Rules Impact of SECURE and SECURE 2.0 Legislation
Employee Ownership Advisory Certificate
Available Until
Self-study
8.00 Credits
Member Price: $360
Overview of employee ownership models, including ESOPs, Worker Cooperatives, and Employee Ownership Trusts (EOTs) Benefits, challenges, and advisory roles in employee ownership transitions ESOP structure, taxation, governance, and compliance fundamentals Financial analysis and feasibility assessment for ownership conversions Financing strategies and funding sources for employee-owned businesses Legal and regulatory frameworks for employee ownership structures Implementation planning, communication, and ongoing support for sustainable employee ownership
Ethics in the Real World
Available Until
Self-study
4.00 Credits
Member Price: $99
Why model codes of ethics fail The science behind organizations "Ethical DNA" Understanding the psychology behind "Tone at the Top" The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals "fixed" or can we learn to improve
Ethics, AI, and Music: What Every CPA Must Know
Available Until
Self-study
1.00 Credits
Member Price: $49
Ethics Leadership Practice Management
Excel Macros
Available Until
Self-study
2.00 Credits
Member Price: $69
Macro recorder Visual basic editor Quick access toolbar
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