CPE Catalog & Events

Understanding/Creating Internal Control Systems (Part 2)

Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology

What Can You Learn From the Statement of Cash Flows

Yellow Book Independence and Single Audit Fundamentals

You Don't Know What You Don't Know About Excel (Part 1)

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

You Don't Know What You Don't Know About Excel (Part 2)

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

Beyond the Basics: Financial Ratios You Might Be Overlooking

The major topics that will be covered in this course include: Understanding Cost Behavior and Its Impact on Decision-Making Contribution Margin and Break-Even Analysis Margin of Safety and Its Role in Risk Management Operating Leverage and Financial Sensitivity Analyzing Asset Turnover for Operational Efficiency Cash Conversion Cycle and Working Capital Insights Free Cash Flow Yield as a Valuation Tool

CPA Risk Assessment Under SAS No. 145: The Key to Audit Quality

The topics that will be covered in this class include: New concepts due to the issuance of SAS No. 145 Revised requirement to separately assess inherent risk and control risk A new definition of significant risk New emphasis on IT controls and risk of material misstatement New guidance on maintaining professional skepticism Revised requirements to evaluate the design of certain controls Revised requirements regarding audit documentation New guidance on scalability

Ethical Considerations of the New AICPA SSTS Rules

The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

How AI Fits into the Accounting World

The major topics that will be covered in this course include: An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.

SEC Case Studies: Ethical Delimmas i In Finance and Accounting

The major topics that will be covered in this course include: Introduction to Ethics and Ethical Dilemmas Ethical Codes and Professional Standards Fraud and the Fraud Triangle Ethical Decision-Making Models Financial Statement Manipulation Tactics Cash Flow and Key Metrics Misrepresentations

Selected Ethics Topics - 2024-2025

The major topics that will be covered in this course include: Stay in compliance with recent ethics standards changes that impact your practice. Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession. Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment. Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.

An Ethical Approach to Mental Health Issues at Work

The major topics covered in this class include: Virtue Ethics and Mental Health Definition, Myths and Bias of Mental Health Suicide: Facts and Resources Recognizing signs of potential mental health challenges Empathy and Listening Mental Health and Generational Expectations Becoming a Mental Health Ally

Build a Data Model for Analysis in Power BI

The major topics that will be covered in this class include: Data Modeling Essentials:  Understanding the core concepts of data modeling in Power BI, including integration of various data sources. Building Relationships:  Techniques to establish and manage relationships between different data sets. Calculated Columns and Basic DAX Measures:  Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures. Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures. Explicit vs Implicit Measures:  Understanding the difference and appropriate application of explicit and implicit measures in data analysis. Hierarchies in Data:  Creating and utilizing hierarchies to enhance data analysis and reporting. Using Pivot Tables to Validate Measures:  Practical skills in using pivot tables within Power BI to validate and refine measures.

Creating an Ethical Work Environment

Ethical Values and Principles Human Factors impacting ethical choices Professional and organizational responsibilities in creating an ethical work environment Tools for ethical decision making

Ethical Performance Management

The major topics covered in this class include: Definition and Benefits of Ethical Performance Management Setting Standards/Goal setting Preparing and Conducting the Appraisal Interview Legal Considerations in Performance Management Avoiding Rater Bias Feedback and Coaching

Ethics and Civility in the Workplace

The major topics that will be covered in this course include: What is civility and how it is tied to the bottom line? Principles of Civility: Giving the Benefit of the Doubt Inclusivity Communication  Review of ethical values and principles with an emphasis on Respect Courage Compassion Honor Accountability

Improve Spreadsheets by Building Controls in Excel

The major topics that will be covered in this class include: Learn best practices when designing your spreadsheets How to create a proper worksheet structure Learn to use Excel's built in features to find errors How to create your custom controls to prevent and find errors Using links to quickly move to controls Using Conditional Formatting to highlight errors

Mastering Partnership Basis: Inside and Outside Basis

The major topics that will be covered in this course include: Explain the use of both ""inside"" and ""outside” basis determination How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property. Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest. Comprehensive example to illustrate the mechanics of the basis determination process.

Mastering the Excel Lookup Function

The major topics that will be covered in this class include: A review of the various lookup functions, beyond VLOOKUP Learn which lookup works best for your situation How to apply the many lookup functions Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP / HLOOKUP XLOOKUP MATCH / INDEX XMATCH INDIRECT FILTER SORT / SORTBY UNIQUE An overview of some newer functions

Power BI - Bringing It All Together for Data Analysis

The major topics that will be covered in this course include: </p> Building a Comprehensive Workflow in Power BI Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Exploring What's Next After Creating Data Models and Measures Understand advanced strategies to further enhance the value of your existing data models. Best Practices for Performance Optimization Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Leveraging Your Data Model Through PowerBI.com/Power BI Services Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.