CPE Catalog & Events
KPI Bootcamp for Small Businesses
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Online
5.00 Credits
Member Price: $189
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
IRS Cybersecurity Checklist
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Online
2.00 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
2024 Governmental GAAP Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Employment Law 101
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Online
1.00 Credits
Member Price: $59
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
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $59
Classification of workers as employees or independent contractors
2024 Advanced Excel: Hidden Secrets and Gems
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Online
2.00 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Monthly Federal Tax Updates - March 2025
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
What's Going on at the FASB (2024)
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
Audit 203: Auditing Accounts Receivable - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical risks of material misstatement related to accounts receivablePractice tailoring the detailed audit plan to the assessed risk of material misstatementOverview of more complex issues, such as methods for converting accounts receivable to cashExternal confirmation audit considerations, including evaluating responses for proprietyEvaluating the valuation of accounts receivable
Combatting Sexual Harassment in the Workplace
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Online
1.00 Credits
Member Price: $59
Sexual harassment prevention Company culture
Navigating Leaves of Absence
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Online
1.00 Credits
Member Price: $59
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.50 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Member Price: $109
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
2024 Fiduciary Accounting: Fundamentals & Rules
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Online
2.00 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $159
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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Online
8.00 Credits
Member Price: $275
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
2024 Tax Season Update with Steve Dilley
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Online
8.00 Credits
Member Price: $225
Update and integration of recent tax legislation impacting 2024 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
Power BI - OLAP Formulas & More Time Intelligent Functions
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
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Online
4.00 Credits
Member Price: $213
Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship
2024 Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks