CPE Catalog & Events
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Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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Online
2.00 Credits
Member Price: $89
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles
Advanced Excel: Hidden Secrets and Gems
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Online
2.00 Credits
Member Price: $89
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
Five Amazing Business Books in 100 Minutes
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Online
2.00 Credits
Member Price: $89
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Ethical Practices and Responsibilities Under Circular 230
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Online
2.00 Credits
Member Price: $89
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $89
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
PFP Update: Income Tax, Retirement and Estate Planning 26-27
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Online
2.00 Credits
• The personal financial planning process • Relevance to income tax • Retirement and estate planning concerns and solutions
The Art of Engaging in Difficult Conversations
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Online
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
Consolidation Accounting 26-27
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Online
4.00 Credits
Member Price: $175
• Consolidation accounting framework • Voting control • Variable Interest Entities • Business combinations • Control case examples • Business combination case examples • Disclosures
Current Cybersecurity Risk Management Trends
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats
Deep Dive Into Common Auditing Deficiencies
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
International Tax Forum - January 2027
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Online
1.00 Credits
Member Price: $55
• Various tax topics from a legal perspective • International, Federal and State tax matters
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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Online
1.00 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
Leading Up: The Superpower Every Ascending Leader Needs
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Online
2.00 Credits
Member Price: $89
The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.
Global Internal Audit Standards (GIAS) Domain V - Part 1
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Online
2.00 Credits
Member Price: $89
Internal Audit Internal Controls Standards Institute of Internal Auditors
AI 101 for CPAs: Core Concepts and Practical Applications
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
Overview of FLSA overtime provisions Definition of a workweek and the 40-hour threshold Time-and-a-half requirements and exclusions from overtime pay Exempt vs. nonexempt employee classifications Components of the regular rate of pay Treatment of bonuses, commissions, and other compensation Step-by-step overtime calculation examples Common compliance pitfalls and audit risk Documentation and payroll system considerations Case studies involving misclassification and miscalculation
Power Skills: Professionalism and Client Interactions
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation