CPE Catalog & Events

DEI Employee engagement Remote work Organizational culture Employee relations

Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections

The major topics covered in this course include:Answers to the question why is risk relevant? And more questions such as what do investors want, and how do statisticians and economists look at risk? We will also delve into prospect theory.What is your risk profile, appetite and tolerance? How do you monitor risk? We will look at heat maps and how risk is everyone's job.Managing risk: avoid, transfer, mitigate or accept

Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21-performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements

Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports

Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription  

All times listed are Eastern Time ZoneWeek 1:_CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROICPE: 2Field of Study: AuditingDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, May 3, 11:00 amDescription: What do investors want? They actively pursue three key strategies: 1) improve profit (most over used strategy) 2) reduce investment (an under used strategy) 3) reduce risk (a much-neglected strategy) In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared! Week 2:_CFO Series: Why You Should Be a Learnaholic: Staying Ahead!CPE: 2Field of Study: Personal DevelopmentDiscussion Leader: Jane Mims, Ph.D.Date: Friday, May 10, 11:00 amDescription: Do successful people know a secret that keeps them on top? The answer is they are lifelong learners. It is a mindset and a way of life that they have learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learnaholics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss! Week 3:_CFO Series: The ROI on Your People? Maximizing Returns!CPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Robert Mims, CPADate: Friday, May 17, 11:00 amDescription: Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? Week 4:_CFO Series: Accepting Perfectionists: Understand & AdaptingCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, May 24, 11:00 amDescription: You may know people who believe, "Good is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies. We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. Based on research and proven methods, we will review tactics that may help perfectionists learn how to transform their behaviors. If you know at least one perfectionist, this session will significantly help you and them.

Health and Wellness Burnout Stress Management Employee Engagement

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls

Identifying the tech tools you need and those you don’t Canceling unnecessary licenses and subscription services

Ten effects of stress on ethics Stress-induced cognitive bias Effects of stress on organizations Strategies to remain resilient and bolster ethical behavior during times of stress

Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing

Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions  

Employee Relations Leadership

You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility

How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs

Performance target design Target testing