CPE Catalog & Events

Why risk management? Risk Basics Traditional Risk Mgmt vs. ERM Developing the Risk Mgmt Process Elements of a Good Risk Register

Risk Control vs. Risk Financing Common Insurance Terms Sections of the Insurance Policy Common Business Insurance Policies

Employee Termination Best Practices Statistics on Succession Succession Planning Documents Key Person Life Insurance BuySell Agreements Other Succession Planning Considerations

Does it Pay for a Company to have strong ethics? Can you measure the Financial Impact of Ethics? Does ethics make a difference in financial performance? Can Ethics Be Used as a Competitive Advantage? What Sets the CPA Designation Apart? AICPA Code of Professional Conduct & the Conceptual Framework Approach Comparison of the CPA Code of Ethics and Standards of Profession Conduct to that of the Professional Licenses. AICPA Code of Professional Conduct Conceptional Framework What is the AICPA Professional Ethics Executive Committee and what are they working on? Ethics as a Marketing Tool Personalizing your Code of Ethics Four Building Blocks of Ethical Culture What influences employee behavior? Ethical Research Building Trust in Organizations Maintaining Objectivity in Difficult Situations

Early Concepts of Investment Management Gordon Growth Model Harry Markowitz: Risk Return TradeOff Fama & French: Factor Modeling Which factors are better? Smart Beta Incorporating Client Behavioral Biases What's Ahead? Takeaways

Available topics: Tax Assurance Ethics Not-for-profit Employee benefit plans Management accounting Fraud and forensics Government Valuation Accounting and financial reporting

AICPA Code of Professional Conduct Fair positions in tax returns Ethical issues in tax practice Fairness in financial reporting Integrity and materiality judgments Ethics involving related party, pro forma results and accounting change disclosures

Payroll accounting

Nonprofit GAAP Common accounting errors Risk management

Productivity Learning Curve Building Rapport

Business structure of the practice Practice management Marketing Technology Licensing and regulatory requirements Personal financial planning process

Alternative work arrangements Telecommuting Organizational and supervisor support in public accounting Procedural justice Turnover intentions

Basic protection concepts and fraudulent transfers Insurance Individual titles and sole proprietorship Corporations Trusts Co-tenancies Partnerships Limited liability companies Marital property & separate property Premarital and post-nuptial agreements

Financial Tax Planning Building an Estate

Comparing goals and purposes Investment goals and retirement planning Building an estate Section 1031 "like-kind" exchanges Retirement plans Tax credits and estimated taxes Basic deductions Income splitting Elimination Fringe benefits

Audit digitization Consequences for the audit expectation gap

Department of Labor Update SAS 136 (Part 1): Overview and Lessons from an Early Adopter SAS 136 (Part 2): Deeper Dive A&A Update Legislative Issues: What's Coming Common Audit Deficiencies Most Common Operational Errors and Fixes

Apportionment of personal & business use Deduction limitations using the actual cost method Expensing - 179 Predominate business use rule Auto leasing Standard mileage method Auto trade-in vs. sale Employer-provided automobile Nonpersonal use vehicle Reporting of an employer-provided automobile

CTA/BOI issue Risks associated with how far a CPA should go in assisting a client with reporting obligations

Tax law changes Bankruptcy types Automatic stay Preferences Priorities Debt discharge Individual bankruptcy estate Individual debtor Corporate bankruptcy Homesteading & garnishment