CPE Catalog & Events

Talk This Way - Communcation Skills for the CPA

Taxation of Judgement and Settlements

Taxation of Non-fungible Tokens (NFTs)

The Art of Discipline and Getting Things Done - Applying Better Time

The Choice of Entity Decision: What is Best For Your Client?

Treasury Circular 230 for EAs and Other Tax Preparers

Understanding Internal Control Constructs

Underlying concepts of internal controlThe importance of control measure interdependency

Understanding/Creating Internal Control Systems (Part 1)

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

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