CPE Catalog & Events
Resolving Ethical Conflicts
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Online
2.00 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
Member Price: $129
FRF for SMEs Quality Management Private Company Council
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Surgent's Progressive Discipline and Termination
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Online
2.00 Credits
Member Price: $99
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $129
Remote workforce Employee retention Staff turnover
Ethics - A Line in the Sand; Implications for Daily Business
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Online
4.00 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Engagement Management with the Microsoft 365 Planner App
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Excel for Staff Level 1 - What You Never Learned
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
2024 Rewards & Recognition Strategies for Leaders
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Online
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
2024 What's Changing in Risk Assessment
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Online
2.00 Credits
Member Price: $79
Risk Assessment Internal Controls SAS 145
Accounting Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $79
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
Advanced Cost Accounting
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Online
2.00 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
Audit 304: Auditing Basic Investments - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
Member Price: $79
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
2024 All About Fraud - Examples, Prevention and Auditing
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Online
4.00 Credits
Member Price: $129
Fraud Professional Skepticism Report To The Nation Fraud Schemes Prevention
Critical Thinking Masterclass
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Cognitive biasConducting a "thinking audit"MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancement
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Explore the nature of generative AI and how Microsoft is harnessing it in the Microsoft 365 ecosystemHow Copilot will help you compose emails and email responses and automate the management of your email organizationHow Copilot will assist you in composing documents and reports that more effectively convey your information and message with less effortHow Copilot will assist you in creating more engaging PowerPoint presentations with easeSteps you can do to prepare your firm or business to take full advantage of the Copilot AI technology.
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets