CPE Catalog & Events

Operations Level Internal Control

An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change

Shortcuts that Excel Users Love

The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful features

Steps to Stop External Fraud

Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

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

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

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

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

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

Using Chat GPT with Excel

The major topics that will be covered in this class include: Introduction to ChatGPT and other AI (Artificial Intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros

CPA to CFO: Essential Compentencies for Finance Leaders

The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies