CPE Catalog & Events

How Fraud Can Affect Smaller Organizations

The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

IRS Penalties and Abatements

Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options

Implementing and Maintaining an Internal Controls (Part 1)

Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls

Implementing and Maintaining an Internal Controls (Part 2)

Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls

Internal Control Changes for Remote Workers

The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

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