CPE Catalog & Member Events
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Corporate Transparency Act Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Introduction to Governmental Accounting
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Webinar
2.00 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Webinar
2.00 Credits
Member Price: $89
GETPIVOTDATA Text Files and Power Query Data Preparation PivotCharts
The Many Faces of Fraud
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Webinar
2.00 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition
Accounting for Leases
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Webinar
2.50 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits
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Webinar
2.50 Credits
Member Price: $99
Auditing Standards Board updates SQMS No. 1, SQMS No. 2, and SQMS No. 3 Ethics considerations for auditors of governments and not-for-profits *Government Auditing Standards 2024 Revision*
Tax Season and OBBBA Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update on significant 2025-26 business tax developments and related cases and rulingsReview of recent business tax provisions and their integration into tax formsDepreciation changes in Section 179 and Sec. 168(k) bonus depreciationTax issues impacting “gig” workers, including Form 1099-KRulings on OBBBA of 2025 business provisions.
Estate and Financial Planning for the Older Client
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Webinar
8.00 Credits
Member Price: $250
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Strategic CFO Series - Big Picture Skills
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Webinar
8.00 Credits
Member Price: $250
Strategic CFO – Strategic Financial Communications Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together Strategic CFO – Developing Strategy and the Why Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders Strategic CFO – Strategic Risk Management Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization Strategic CFO – Strategic Cash Management What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
Ethical Leadership: Power, Influence, Integrity, and Trust
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Webinar
2.00 Credits
Member Price: $89
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
How to Audit: Property, Plant, & Equipment
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.The various substantive auditing procedures that staff should perform.Real world auditing examples.
Tricks and Treats to Avoid Litigation
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Webinar
1.00 Credits
Member Price: $39
Key concepts of effective employee relations Balancing employee and employer rights Handling employee complaints Addressing personality & attitude problems
Internal Controls for Small and Medium-Sized Entities
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Webinar
1.00 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
Applying AI in A&A: Creating Effective Prompts
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Webinar
1.00 Credits
Member Price: $49
Leveraging artificial intelligence in A&A Writing effective prompts. How an effective prompt improves results. Examples of effectively written prompts.
Best-In-Class Recruiting Strategies
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Webinar
1.00 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
The Controllership Series - The Future Role of the Controller Part 1
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Webinar
1.50 Credits
Member Price: $79
Accounting and Finance
Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts
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Webinar
2.00 Credits
Member Price: $89
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Internal Control Best Practices
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Webinar
2.00 Credits
Member Price: $89
Auditing Yellowbook
Mastering Charitable Remainder Trusts and Form 5227 Compliance
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Webinar
2.00 Credits
Member Price: $89
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
The Role of Internal Audit in SOX Compliance
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Webinar
2.00 Credits
Member Price: $89
Designing work plans for compliance testing Best practices for managing projects for effectiveness and efficiency Ensuring quality Information Produced/Provider by the Entity (IPE)