CPE Catalog & Member Events

automation for accountants ethical decision making emerging technology trends artificial intelligence in accounting

Analyze a dataset using native Excel tools Apply Excel tools and formulas to transform and structure your data Create pivot tables to slice and dice your data Visualize data with pivot charts and Excel Charts Explore the landscape of data analysis and visualization

Organizational value Balance sheet value, investor value, and societal value Data driven organization Cybersecurity functions Cybersecurity threats ESG Responsible investing

Financials Matter: Ensure detailed, accurate financial statements and break down fees by service line Valuation Trends: Explore current market valuations for accounting and tax firms Know Your SDE: Learn how to calculate Seller Discretionary Earnings to assess firm value Value Drivers: Understand how location, remote client mix, client interaction, and services impact valuation Valuation Multiples: Get insights into typical multiples based on gross revenue and SDE Financing the Sale: Discover how seller financing, revenue guarantees, and outside lending affect deals What Not to Do: Avoid common mistakes that can derail a sale Private Equity Insights: Hear what's happening in the PE space and their growing interest in accounting firms

Overview of the rules about discovering an error in a return either when rendering future preparation services or during representation in an administrative proceeding Discussion of the duty to 'advise' clients concerning potential taxpayer penalties associated with discovering an error or omission Discussion of the Circular 230 requirements when a conflict of interest exists in a client engagement Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority Due diligence requirements under Treasury guidance, including supervisory responsibilities Due diligence requirements under professional standards Increased expectations for inquiry and analysis — Meeting increased expectations: informing clients and defensive measures for practitioners Due diligence for preparer advice responsibilities

The interrelationship of health, happiness and financial well-being Tax planning for health care costs The failures and successes of the Affordable Care Act Medical insurance terminology, alternatives and strategies for selecting the best option The pros and cons of health savings accounts

Elements of high-impact communications. Effective vs. less effective communication channels. Giving and receiving feedback. Nonverbal communication. Impactful presentations

Ethics Artificial Intelligence Leadership

How to evaluate success in CAS processes. How to get the best from the CAS structure. The process of reorganization to achieve it.

Performance measurement Performance appraisals Potential appraisals High-potential employees Gender and attributions

Identify your specific client niche Create information magnets for leads Develop compelling and clear landing pages Maintain consistent communication Master the consultative sales approach Present tailored, solution-oriented deliverables Deliver consistently exceptional client service Actively request client referrals early Transition mindset from CPA to CEO

Foundations of Life Insurance for High-Net-Worth Clients Life Insurance Policy Lifecycle Overview Avoiding Pitfalls in Policy Management

The 40-20-40 approach to meeting engagement. How to build an engaging audience. Top two essentials for leadership skills. Tips for an impressive virtual meeting presence.

Overview of New Quality Control Standards Implementing Risk-Based Quality Management Approach Determining Root Causes of Quality Risks Responding to Identified Quality Risks Monitoring and Remediation Best Practices

Learn best practices when designing your spreadsheets How to create a proper worksheet structure Learn to use Excel's built in features to find errors How to create your custom controls to prevent and find errors Using links to quickly move to controls Using Conditional Formatting to highlight errors

Using ChatGPT to write Excel formulas Using Excel for Web's built-in AI capabilities VBA Workbook coding

Named ranges Named contstants Named formulas

Conditional formatting basics Conditional formatting icon sets Conditional formatting formulas

Sources and effects of stress Stress management techniques