CPE & Event Calendar

The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.

This course provides tax and accounting professionals with a comprehensive framework for transitioning from a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial, and estate planning. The course addresses both transitioning existing clients and attracting new, higher-value clients while improving efficiency, client value, and revenue stability. 

Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Environmental, Social, and Governance (ESG) reporting has become an increasingly important area of focus for standard setters, regulators, and stakeholders. This course provides an overview of how ESG considerations intersect with accounting and attestation services, with attention to developments affecting both preparers and assurance providers. Participants will review current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. The course also explores the types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements, and discusses how these engagements differ in scope and responsibility. Designed for CPAs seeking to understand the evolving ESG landscape, this course helps participants recognize where ESG fits within existing professional standards and how CPAs can support organizations seeking credibility and assurance over ESG information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The construction industry faces many unique challenges to survive and remain profitable. These include specific accounting and reporting aspects for construction contracts and estimating project costs and profitability. Analyze revenue recognition under the percentage of completion method (including comparing current standards to the new FASB revenue standard) by exploring the underlying details. Reduce potential errors made using established concepts, including the shortfalls of the "cost to cost" method. Take a focused look at construction contractors' accounting, reporting and auditing. Discuss techniques and examples that provide a realistic audit approach for the contractor, including detailed auditing procedures for many types of contracts.

Don't fall behind! This course will ensure that you know the current ethical requirements set by standards-setting organizations and legislative action. Real-world cases coupled with analysis by a leading ethics expert will help you better recognize situations that may pose ethical or regulatory risks. Discover the regulatory, legal, and ethical responsibilities you have, and gain insight into a simple 4-step decision-making process that can strengthen your professional judgment.

Despite the country's polarized politics and troubled economy, the interest in stock investing remains high as younger investors accumulate for retirement and retirees seek to outpace inflation. We'll explore the most popular stock investment strategies and their taxation, including dividend and capital appreciation strategies, while avoiding the net investment income tax and restrictions on losses and straddles. Companion course: Income Tax Planning For Bond Investments

We tend to focus on fighting today's fires without spending adequate time on bigger, more important risks inherent in today's inter-connected, competitive world. This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate or exploit them. We will discuss the professional obligations of the board and executive management to assess risks and the responsibility of internal and external auditors to evaluate the adequacy of these assessments.

Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and reinforces the status quo. Budgets are about the organization's story, not just the raw numbers!

This advanced course focuses on executing IT audits in real-world environments. Participants will learn how to perform walkthroughs, design testing procedures, evaluate control effectiveness, and prepare audit-ready documentation.

Indirect costs are an important aspect of obtaining full cost recovery on grants and cooperative agreements. An indirect rate is a mechanism for recovering allocable indirect costs. Have you struggled to understand how indirect rates work? We will show you Uniform Guidance theory and the mechanical aspects of how indirect rates are constructed. This session will cover the two of the most widely used indirect cost rate proposal templates to obtain Negotiated Indirect Cost Rate Agreements (NICRA) for both the U.S. Department of Health and Human Services (HHS) and U.S. Department of Interior (DOI). We will address: • Fringe and indirect rate examples, • The power of an indirect rate multiplier, • What is an ideal indirect rate, • Mandatory requirements for constructing an indirect rate, • The importance of the Statement of Functional Expense, and • Understanding the HHS and DOI model templates.

Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.

As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses, the role they play during pre-litigation through to trial, and the techniques experts employ to avoid challenges from opposing counsel.

Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.

Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to identify whether an employee is under the influence of drugs or alcohol while working. This webinar explores what managers and supervisors need to know to implement a Reasonable Suspicion Testing Policy.

The ability to create and ask good questions as well as the ability to know when someone is being deceptive are important skills for managers, auditors, and investigators. This session will improve your interview techniques and your lie detection abilities. Multiple videos from various movies, TV shows, and public figures showcasing the behaviors of liars are included.

This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.

Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Accounting and finance professionals who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.

Learn the history of medical plans and how the American health insurance system developed into it's current state. This section will help HR and Finance professionals actually understand the mechanisms behind traditional fully insured plans and their self funded plan counterparts. It will also introduce some key concepts around Stop Loss, Third Party Administration, and Medical Plan Underwriting