CPE Catalog & Events
Governmental Accounting 101
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Webinar
2.00 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Webinar
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Achieving Balance in Work and Life - Part 2
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Webinar
4.00 Credits
Member Price: $129
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
ERISA Plans: Planning and Reporting
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Webinar
2.00 Credits
Member Price: $118
Pre-engagement, planning, and risk assessment procedures Standard and modified auditor reports Effects of new SAS implementation on planning and reporting
Conducting a Remote Audit
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Webinar
4.00 Credits
Member Price: $213
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
Strategic Career Management: Only You Have Sleepless Nights Over Your Career
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Webinar
2.50 Credits
Member Price: $89
Career Ownership Career Planning Personal Marketing Plan Strategic Career Considerations Opportunity Insights Networking Character
Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders
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Webinar
1.00 Credits
Member Price: $71
What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways
Surgent's Understanding Partnership Taxation: Debt Allocations
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Webinar
2.00 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
K2's 2023 Mastering Advanced Excel Functions
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Webinar
4.00 Credits
Member Price: $129
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Webinar
4.00 Credits
Member Price: $213
5-step process for recognizing revenue
Unique Audit Considerations in Defined Benefit Plans, Health and Welfare Plans and ESOPS
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Webinar
1.00 Credits
Member Price: $71
Accounting for and reporting on defined benefit pension and health and welfare plans Unique audit considerations for ESOPs Using the work of a specialist
PFP Update: Investment Planning and Follow-up in an Election Era 2024
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Webinar
2.00 Credits
Member Price: $89
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessing market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Re-Defining the Face of Finance -- How to Be Future-Ready
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Webinar
2.00 Credits
Member Price: $118
Future of finance Transformation of the profession Drivers of change Digital transformation Evolving workplace Changing roles Sustainability and ESG Business partnering
Accounting Analysis Basics 2024
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Webinar
4.00 Credits
Member Price: $159
Accounting analysis and methodology Factors influencing the quality of accounting-based financial reports Impact of emerging business models on balance sheets Introduction to the Instructor's Open Balance Sheet
What Every CPA Should Know About Fraud 2024
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Webinar
4.00 Credits
Member Price: $159
How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
K2's 2023 Accessing And Managing Data In Excel
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Webinar
4.00 Credits
Member Price: $129
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
Living Trust Administration Workshop 2024
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Webinar
8.00 Credits
Member Price: $299
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Not-for-Profit Organizations: Accounting Principles and Risk Management 2024
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Webinar
8.00 Credits
Member Price: $299
Not-for-profit GAAP Expense allocation methodologies Risk management Accounting errors
Take Your PowerPoint From Mess to Success
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Webinar
1.00 Credits
Member Price: $39
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts