CPE Catalog & Events
Audit 207: Sampling - Avoiding Common Mistakes on Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of sampling and sampling riskDifferentiating statistical and nonstatistical sampling approachesAttribute testing for tests of controls and complianceVariables sampling for substantive audit assurance when performing tests of detailsDetermining sample sizes in a compliance audit in conformance with Uniform Guidance
The Controller Function - Cash and Investments
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Online
1.00 Credits
Member Price: $39
Accounting Finance
Ethics of AI: A CPA's Guide
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Online
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically
Imagining a World Without Non-Competes
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Online
1.00 Credits
Member Price: $59
Federal non-compete law State non-compete law
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Member Price: $59
Accounting Finance
What Does Fraud Look Like?
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Online
2.00 Credits
Member Price: $109
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
Coaching the Next Generation of CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Personal Financial Planning Strategies: Insurance Issues 2024
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Online
2.00 Credits
Member Price: $89
Overall insurance concerns Regulatory concerns, potential exposures Various risks surrounding the client and how to manage them Different types of products in the marketplace The tax consequences of each type of insurance
Surgent's Engagement and Client Retention Best Practices
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Online
2.00 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Advanced Cybersecurity Awareness in Accounting - What You Need to Know
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Online
4.00 Credits
Member Price: $159
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Clean, Transform & Load Data in Power BI
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Audit 208: Audit Reporting Basics - Report Issuance Process
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Objective of financial reporting and Inter-relationships of financial statements and disclosuresSpecial purpose framework financial statements and the impact on auditsTypes of audit reports, including reasons for modificationFinancial statement drafting and issuance processPerforming a final quality control check before report release
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $59
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Member Price: $59
Accounting and Finance
Let's End Business Ethics
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Online
2.00 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Surgent's Ethical Considerations for CPAs
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Online
2.00 Credits
Member Price: $99
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Member Price: $59
Accounting and Finance
Excel - Create KPI Dashboards for Maximum Impact
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard