CPE Catalog & Events

Module 1: Audit Survival Toolkit: Tactics to Reduce Stress and Get Through Audits with Confidence • Types of audits: external, internal, compliance, regulatory o Objectives of each audit type and how they differ • Aligning management's role with auditor expectations • What to expect in the planning phase • Fieldwork survival tips and communication best practices • Documentation dos and don'ts • Responding to findings and building effective action plans • Avoiding common audit pitfalls Module 2: Internal Controls That Matter: Protection with Simple, Smart, and Scalable Practices • What internal controls are—and what they are not. • Why do even small organizations need controls. • COSO and the five core components of a sound internal control system. • Common control failures and real-world consequences. • Examples of scalable financial, operational, and compliance controls. • How to tailor controls to your organization's size and risk profile. • Embedding internal controls into daily operations. • How to monitor, evaluate, and adapt controls over time. Module 3: Cash Flow Clarity: Effectively Communicate Cash Flows to Drive Better Decisions • The importance and structure of the cash flow statement • Understanding operating, investing, and financing activities • Presenting the statement using the "Sources and Uses" approach • How to tell the business story through cash flows and alternative reporting methods • Identifying key drivers of cash and liquidity • Bridging the gap between accrual accounting and understanding cash • Communicating effectively with CEOs, boards, and non-financial stakeholders Module 4: Amazingly Crazy Fraud Cases - Fraud So Wild It Shouldn't Be Real • Psychological tricks and tactics used by fraudsters o How fraudsters avoid detection • Red flags that were missed, and why? • Cultural and organizational blind spots • How internal controls failed or were bypassed • Lessons learned from each case—and how to apply them • How to strengthen fraud awareness without creating fear • Key questions auditors and leaders should ask earlier

Overview of complex federal tax reporting requirements Review of selected difficult forms (may include forms such as 4797, 6252, 8582, 8606, 8995/8995-A, or other high-risk compliance forms) Computational challenges and interaction with related schedules Disclosure requirements and supporting documentation considerations Penalty provisions and IRS examination focus areas Common preparation errors and quality control considerations

Overview of U.S. International Reporting Regime Worldwide income taxation for U.S. persons Distinction between income reporting and information reporting Key enforcement priorities FBAR (FinCEN Form 114) Who must file Definition of foreign financial account $10,000 aggregate threshold Signature authority considerations Civil penalty framework (non-willful vs. willful violations) FATCA Reporting – Form 8938 Specified foreign financial assets Filing thresholds (U.S. residents vs. taxpayers living abroad) Coordination and overlap with FBAR Statute of limitations implications Other Common Individual Foreign Information Returns Form 3520 (foreign gifts and trusts) Form 5471 (controlled foreign corporations) Form 8865 (foreign partnerships) Overview of Form 8621 (PFIC reporting) Penalties and Enforcement Civil penalty structures Accuracy-related penalties and extended statutes IRS audit trends Reasonable cause defenses Compliance and Risk Management Client intake and due diligence procedures Documentation best practices Amended filings and delinquent submission procedures Practitioner ethical responsibilities

The impact of OBBBA and the latest tax developments for individuals and businesses Major tax court cases impacting individuals Tax credits for individual's and businesses update Reporting Schedule K-1 activities from partnership and S-corporations Latest from the IRS on major individual tax matters Individual tax numbers update for 2025 & 2026

The impact of OBBBA and the latest tax developments for individuals and businesses Major tax court cases impacting individuals Tax credits for individual's and businesses update Reporting Schedule K-1 activities from partnership and S-corporations Latest from the IRS on major individual tax matters Individual tax numbers update for 2025 & 2026

Overview of S Corporation Compliance Framework Eligibility requirements under IRC §1361 One class of stock rule Shareholder limitations Election considerations and termination risks Top 10 common S Corporation Return Issues: Failure to Properly Track Shareholder Basis Improper Deduction of Losses Without Sufficient Basis Distributions in Excess of Basis Inadequate Reasonable Compensation Shareholder Loans Misclassified or Poorly Documented Built-In Gains (BIG) Tax Issues Passive Investment Income and Termination Risk Improper Allocation of Income and Expenses Fringe Benefits and Shareholder-Employee Issues 1State Tax and Composite Filing Oversights

Module 1: Raising Capital: How to Execute the Leaders' Most Crucial Responsibility • Understanding the need o How much is needed, when, what will it be used for, etc.? • Keys to success: o Planning o Understand how the use, stage, amount, how and when - impacts the decision o Unintended consequences to avoid • Low cost is not necessarily a sound option. • What are the non-quantifiable factors that can change the financing decision? • Details on the time-intensive processes • Common blunders when raising financing o The perils of choosing the wrong alternative or wrong investor! Module 2: Accounting for People: Workforce Trends and Talent to Add Value • Trends in the modern workforce: demographics, generational shifts, remote work, and engagement • The true cost of talent: hiring, retention, and turnover • People as assets versus people as liabilities • The varied challenges in accounting for human capital • Metrics that matter: KPIs for employee performance and value • Integrating people costs into financial strategy • Navigating compliance, risk, and benefits Module 3: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients • Who is your customer? o How to segment your customers o Identifying and understanding your most valuable customers • What is solution-based planning for customer value? • Recognizing internal customers (e.g., departments served by finance) • Exploring profitability differences between customers with similar revenue • Creating and sustaining a customer value pyramid Module 4: Activate and Execute Your Strategy: Turn Planning into Results • The strategy-execution gap: common reasons why most strategic plans fail • Why should financial planning lead strategy? • Evaluating the lifespan and relevance of your strategic plan • Building your strategy to include risk management • Building an adaptive, finance-focused strategic approach • What we should learn from the rise and fall of major companies • How to align financial metrics with strategy

• Major 2026 tax form changes as they relate to individual taxpayers • How 2026 tax developments impact 2026 tax forms

Module 1: Improving Profitability the Right Way: How to Cut the Right Costs • Understanding what the goal really is o Better planning, ready aim and then fire. o What are the crucial considerations • Why do others in the organization hate to cut costs? • What are the 'ripple' effects? • What are the right costs to cut and not to cut? o What are the more common mistakes made? o The need to consider politics, culture, and strategy! o Fourteen (14) different perspectives to utilize to cut costs efficiently o Over fifty (50) uncommon cost cutting possibilities • How to prepare for the next cost cutting exercise • A proven process to cut the right cost in an organization. Module 2: Building High Performing Teams: Cohesive Teams Get Results • What are the five clear signals that teamwork is broken? o The pervasive myths about teams • Why conflict is necessary for effective teams • Why winning teams are built on and depend on trust o The value of assessments and diversity • Your fifteen-step action plan to build trust and enhance teamwork • Retaining your best talent • The essential steps leaders must take to enable teamwork to flourish. Module 3: Do Creative Accountants Belong in Prison? True or False? • Should accountants be creative? o The pros and cons of creativity • The inherent problems of creativity o Creativity is not an excuse! • The tangled correlations between creativity, ethics, and dishonesty • The interrelationship between the Code of Professional Conduct and creativity. o Citations from the Code of Professional Conduct. • What is the impact of creative accounting on our constituencies? • How to effectively and ethically harness creativity Module 4: Storytelling Your Financials for Impact: Narrative Beats Numbers • Why does storytelling always beat data-dumping in financial communication? • Anatomy of a great financial story: structure, characters, and turning points • The role of context, trends, and insights in financial messaging • How Apple uses financial storytelling to engage stakeholders • Visual tools and techniques to support your narrative • Communicating with non-financial audiences: clarity without oversimplification

Overview of IRS Notice and Correspondence Processes Identification and Interpretation of IRS Notices Response Timelines and Procedural Requirements Response Options and Escalation Considerations Taxpayer Rights and Due Process Best Practices for Notice Management and Compliance

Module 1: Improving Profitability the Right Way: How to Cut the Right Costs • Understanding what the goal really is o Better planning, ready aim and then fire. o What are the crucial considerations • Why do others in the organization hate to cut costs? • What are the 'ripple' effects? • What are the right costs to cut and not to cut? o What are the more common mistakes made? o The need to consider politics, culture, and strategy! o Fourteen (14) different perspectives to utilize to cut costs efficiently o Over fifty (50) uncommon cost cutting possibilities • How to prepare for the next cost cutting exercise • A proven process to cut the right cost in an organization. Module 2: Building High Performing Teams: Cohesive Teams Get Results • What are the five clear signals that teamwork is broken? o The pervasive myths about teams • Why conflict is necessary for effective teams • Why winning teams are built on and depend on trust o The value of assessments and diversity • Your fifteen-step action plan to build trust and enhance teamwork • Retaining your best talent • The essential steps leaders must take to enable teamwork to flourish. Module 3: Do Creative Accountants Belong in Prison? True or False? • Should accountants be creative? o The pros and cons of creativity • The inherent problems of creativity o Creativity is not an excuse! • The tangled correlations between creativity, ethics, and dishonesty • The interrelationship between the Code of Professional Conduct and creativity. o Citations from the Code of Professional Conduct. • What is the impact of creative accounting on our constituencies? • How to effectively and ethically harness creativity Module 4: Storytelling Your Financials for Impact: Narrative Beats Numbers • Why does storytelling always beat data-dumping in financial communication? • Anatomy of a great financial story: structure, characters, and turning points • The role of context, trends, and insights in financial messaging • How Apple uses financial storytelling to engage stakeholders • Visual tools and techniques to support your narrative • Communicating with non-financial audiences: clarity without oversimplification