CPE Catalog & Events
Inspector Gadget Technology Update 2024
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Webinar
2.00 Credits
Member Price: $89
Emerging technologies AI and RPA Blockchain and 5G Gear & Gadgets Internet-of-Things
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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Webinar
2.00 Credits
Member Price: $99
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
Employment Law 101
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Webinar
1.00 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
A Better Way to Choose Your KPIs
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Webinar
1.00 Credits
Member Price: $39
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
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Webinar
1.00 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan
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Webinar
2.00 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
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Webinar
3.00 Credits
Member Price: $99
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
10 Ways to Create Delighted Clients and More Referrals
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Webinar
4.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
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Webinar
1.50 Credits
Member Price: $59
Public speaking Presentation Skills Communication Leadership
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Webinar
1.00 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Diversity, Inclusion, Equity & Belonging
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Webinar
1.00 Credits
Member Price: $39
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Accommodation Requests - Substance Abuse - Contagious Infections
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Webinar
1.00 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Maintaining a Harmonious Working Environment
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Webinar
1.00 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Negotiation Strategy: What to do Before, During and After
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Webinar
1.50 Credits
Member Price: $69
negotiation
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Webinar
2.00 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Webinar
2.00 Credits
Member Price: $79
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Progressive Management Accounting
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Webinar
2.00 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
What Does Fraud Look Like?
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Webinar
2.00 Credits
Member Price: $79
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there