CPE Catalog & Events
Risk Assessment Under SAS No. 145
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Webinar
2.00 Credits
Member Price: $118
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
Financial Statement Analysis for Managers 2024
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Webinar
4.00 Credits
Member Price: $159
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Fundamentals of Outbound US Rules of International Taxation 2024
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Webinar
4.00 Credits
Member Price: $159
The US Taxing Jurisdiction Sourcing Rules Foreign Tax Credits Subpart F Global-Intangible Low-Taxed Income Passive Foreign Investment Companies IC-DISCs
Planning for Small Business Success
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Webinar
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Create Visuals in Power BI to Successfully Analyze Data
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
Advanced Personal Financial Planning Update 2024
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Webinar
8.00 Credits
Member Price: $299
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including reverse mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
World Class Cost Accounting: A Practical Application 2024
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Webinar
8.00 Credits
Member Price: $299
Tracing direct costs to products Substantially reduce MFG overhead Embed ABC in MFG cost systems
2024 Fringe Benefit Planning - Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Revenue Recognition, Financial Instruments, and Leases
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Webinar
1.00 Credits
Member Price: $71
FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation
Payroll Essentials: Fringe Benefits: Taxable or Not?
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:What is and what is not a fringe benefitPayroll tax withholding rules on taxable fringe benefitsPayroll reporting on employee checks, payroll returns, and W-2sWhat to watch for at year end and where to go to get resources
AI & You
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Webinar
1.00 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
The Controllership Series - The Financial Close Process
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Webinar
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Excel - From a Blank Sheet to a Finished Workbook
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
Surgent's Use the Data Model to Build More Powerful PivotTables
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Webinar
2.00 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
2024 The Preparation of Form 706 and 709 - Line-by-Line
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Webinar
4.00 Credits
Member Price: $129
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
Taxation of Property Transactions - Tax Staff Essentials
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Webinar
4.00 Credits
Member Price: $213
Sections 1231, 1245, 1250 Depreciation recapture Capital gains and losses Non-recognition transactions
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires
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Webinar
1.00 Credits
Member Price: $39
Employee Onboarding Employee Experience Employee Engagement Communication Leadership
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Webinar
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Current Audit Environment and ASB Activity
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Webinar
2.00 Credits
Member Price: $118
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning