CPE Catalog & Events
Getting Ahead: The Art of Marketing for CPAs
Available Until
Self-study
2.00 Credits
Member Price: $79
Challenges of Marketing CPA Firms Developing Marketing Strategy Elements of a Marketing Plan Example: CPA Firm Marketing Plan Marketing Regulatory/AICPA Issues Picking the Right Marketing Channels Marketing Channel Statistical Analysis Developing Marketing Metrics Summing it Up
Getting Cash Out of Your Business 2022
Available Until
Self-study
3.00 Credits
Member Price: $89
Deferral of income Avoiding taxable income Unreasonable compensation Nonqualified deferred compensation Basic types of corporate retirement plans Individual plans Fringe benefits Employer provided automobile Business entertainment Business travel & transportation
High Performance Communication
Available Until
Self-study
2.00 Credits
Member Price: $69
Elements of high-impact communications. Effective vs. less effective communication channels. Giving and receiving feedback. Nonverbal communication. Impactful presentations
High-Tech Financial Professionals Virtual Conference 2023 On-Demand
Available Until
Self-study
6.00 Credits
Member Price: $249
FTX Intellectual Property Issues: How to take out a competitor's U.S. Patent Anonymously Mergers & Acquisitions Developing Data-Driven Decision-Making Models Changes to R&D Tax Incentives Multi-State/International
How To Run a Kick-Ass Meeting
Available Until
Self-study
1.00 Credits
Member Price: $49
The 40-20-40 approach to meeting engagement. How to build an engaging audience. Top two essentials for leadership skills. Tips for an impressive virtual meeting presence.
How a Subordinate's Gender Influences Supervisors' Use of Past Performance Info
Available Until
Self-study
1.00 Credits
Member Price: $49
Performance measurement Performance appraisals Potential appraisals High-potential employees Gender and attributions
How to Be a Better CFO
Available Until
Self-study
5.50 Credits
Member Price: $169
Elements of the CGMA Competency Framework Company Retirement Plans Reminders & Updates Health Insurance Trends Succession Planning Basics Building Better Forecasts Behavioral Biases & the Budgeting Process Communication & Team Building Managing Remote Employees
Implementing the New Quality Management Standards: Time to Get to Work
Available Until
Self-study
4.00 Credits
Member Price: $200
Improving Your Profits - Identifying Cost Cutting Opportunities
Available Until
Self-study
2.50 Credits
Member Price: $89
What keeps companies from becoming streamlined? Behavioral Biases Information Processing Biases Emotional biases How to deal with Behavioral Biases Connecting Behavioral Biases to Cost Cutting Creating a Culture of Cost Cutting Rules of Thumb for Cost Cutting Managing Headcount PostCOVID Common areas of excess cost Budgeting Techniques Budget Variances Benchmarking Common Size Financial Statements Horizontal Analysis Negotiation and Contracting Techniques Cash Flow and the Business Cycle
In-depth with Excel Names
Available Until
Self-study
2.00 Credits
Member Price: $69
Named ranges Named contstants Named formulas
In-depth with Excel's Conditional Formatting
Available Until
Self-study
2.00 Credits
Member Price: $69
Conditional formatting basics Conditional formatting icon sets Conditional formatting formulas
Increasing Productivity Through Stress Management
Available Until
Self-study
2.00 Credits
Member Price: $69
Sources and effects of stress Stress management techniques
Installment Sales 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Installment method Installment income Imputed interest and OID Related party sales Like-kind exchanges Contingent payments or price Sale of a business Dealer dispositions Installment notes in excess of $5 million Dispositions of installment obligations
Integrating ESG Into Your Business
Available Until
Self-study
1.00 Credits
Member Price: $49
Planning around new tax laws ESG
Interest 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Indebtedness Deductible interest and mortgage interest Investment interest Nondeductible interest Personal interest and capitalized interest At-risk rules Passive activity limitations Below-market interest rate loans Imputed interest on sales Original issue discount (OID)
International Tax Conference 2022 On-Demand
Available Until
Self-study
6.00 Credits
Member Price: $249
New Developments Foreign Partners (Inbound and Outbound) Schedules K-2 and K-3 GILTI and subpart F Implications of Foreign Individuals Owning U.S. Property Expatriation Form 8621 Dual-Citizenship Issues Transfer Pricing Delinquent Foreign Disclosure Issues Crypto Form 5471
Introduction to AI and ChatGPT for CPAs 2023
Available Until
Self-study
1.00 Credits
Member Price: $49
The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.
Introduction to Single Audit
Available Until
Self-study
1.00 Credits
Member Price: $49
Single Audit Intro to Single Audit
Introduction to Sustainability Accounting Standards (SASB) 2023
Available Until
Self-study
1.00 Credits
Member Price: $49
SASB FSA Credential Sustainability reporting Key Performance Indicators
Investing in Virtual Currency
Available Until
Self-study
1.00 Credits
Member Price: $49
Planning Around New Tax Laws Investing in Virtual Currency