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CPE Catalog & Events

Course delivery

Our Live Learning, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

Showing 591 On Demand/Self Study Results

New Manager Series: Are You Managing or Leading?

Available Until

Self-study

2.00 Credits

Member Price: $69

Leadership Development

New Manager Series: Balancing Leadership and Likeability

Available Until

Self-study

2.00 Credits

Member Price: $69

Leadership Development.

New Manager Series: Making the Shift from Individual Contributor to Supervisor

Available Until

Self-study

2.00 Credits

Member Price: $69

Leadership Development.

New Manager Series: The How To's of Leading

Available Until

Self-study

2.00 Credits

Member Price: $69

Leadership Development.

Not-for-Profit Organizations Conference 2023 On-Demand

Available Until

Self-study

8.00 Credits

Member Price: $285

Not-for-Profit Organizations: Accounting Principles and Risk Management 2023

Available Until

Self-study

8.00 Credits

Member Price: $199

Not-for-profit GAAP Expense allocation methodologies Risk management Accounting errors

Not-for-Profit Organizations: Tax Receipts for Donations 2023

Available Until

Self-study

1.00 Credits

Member Price: $49

Tax compliance Donor relations

Optimize Enterprise Value Using Wall Street Analyst Strategies

Available Until

Self-study

2.00 Credits

Member Price: $69

Business Performance Improvement strategies Management styles Capital Structure Financial Stakeholder communications.

Partnership Taxation (expanded)

Available Until

Self-study

13.00 Credits

Member Price: $299

Partnership Income Contributions to Partnerships Sales & Exchanges of Partnership Interests Partnership Distributions Partnership Liquidations Limited Liability Companies

Partnership Taxation 2022

Available Until

Self-study

2.00 Credits

Member Price: $69

Partnership definition Partnership income Partnership tax return Year taxable Transactions between partner & partnership Contributions to partnerships Sales & exchanges of partnership interests Partnership distributions Partnership liquidations Limited liability companies

Passive Loss and At-Risk Rules 2022

Available Until

Self-study

3.00 Credits

Member Price: $69

Passive loss rules Material participation Activity definition Passive & non-passive activities Passive activity loss Rental activities Recharacterization of passive income Passive activity credits Passive activity audit guide At-risk limits

Passive Losses

Available Until

Self-study

10.00 Credits

Member Price: $239

Material Participation Activity Definition Passive and Non-Passive Activities Passive Activity Loss Passive Activity Gross Income Passive Activity Deduction Passive Activity Credits Items Received from Pass-Through Entities Interaction with Other Code Sections

Passthrough Business Deduction 2022

Available Until

Self-study

2.00 Credits

Member Price: $69

Deduction amount Wage/capital limit Qualified business income Qualified trade or business Specify service trade or business De Minimis Regulatory Rule Domestic business

Personal Financial Planning Virtual Conference On-Demand 2022

Available Until

Self-study

6.00 Credits

Member Price: $249

ú Environmental Social Governance (ESG) Investing ú Dealing with Retirement Plans ú Estate Planning After the Election ú Opportunity Zone Investments and Associated Tax Benefits ú Eldercare Issues ú Social Security/The Medicare Module ú Generational Impact on Clients and Succession

Planning for Long Term Care

Available Until

Self-study

1.00 Credits

Member Price: $49

Planning for Long-Term Care

Practical Tips For Controllers & CFOs

Available Until

Self-study

8.00 Credits

Member Price: $199

Key Indicator Reporting People Management Tips Innovative Negotiation Ideas The Fast Close Extra Creative Thinking for Accountants Auditors & Lawyers: Minimizing Costs Financial Reporting Straight Talk on Ethics Critical Steps when You Change Jobs Useful Technology Tips Getting the Most Out of Your Bank Cash Flow Crisis: What to do When it Happens Working with Cost-Saving Consultants

Practical Tips for Not-For-Profit Financial Leaders

Available Until

Self-study

6.00 Credits

Member Price: $139

Practical Tips to Get Through A Cash Crisis

Available Until

Self-study

2.00 Credits

Member Price: $69

Negotiating with suppliers How to talk to your employees and cut payroll costs Your bank and the crisis Alternative financing options Key advantages and watch-outs on some government programs that help Cost-cutting ideas Ethics in a cash flow crisis Tricky situations that arise Getting outside the box for solutions

Preparing Financial Statements for Clients 2023

Available Until

Self-study

4.00 Credits

Member Price: $99

Misstatements Materiality Related parties Going concern uncertainties Client acceptance and continuation Engagement letters Prospective financial statements Documentation

Presenting With Presence

Available Until

Self-study

2.00 Credits

Member Price: $69

Creating effective slides Preparing to present Managing nerves Setting up the room Managing questions and answers