CPE & Event Calendar

Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course’s author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations.

Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding young professionals are unfounded and counterproductive. This course provides an understanding of who young professionals are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding young professionals and why understanding this class of employees provides opportunities for your organization to grow and succeed.

When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.

Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard.

As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

Starting and owning a small business remains one of the most powerful ways to build long-term wealth, alongside investing and real estate ownership. But today's business environment is fundamentally different than it was even a few years ago. Entrepreneurs must navigate rapid technological change, artificial intelligence, shifting workforce expectations, evolving regulatory frameworks, fluctuating capital markets, and increased federal and state scrutiny in areas such as non-compete agreements, data privacy, and employment law. Every large business begins as a small business, yet the risks and complexities of launching and scaling a company have increased. Owners and their advisors must address critical issues including selecting the proper entity, liability protection, financing, intellectual property protection, employment contracts, noncompete, insurance coverage, operations, and technology adoption. Decisions made at formation can materially affect a company's long-term value and ability to grow and ultimately sell. This course provides a practical, up-to-date overview of the legal, financial, and strategic considerations that business owners and their professional advisors must evaluate in today's environment. Drawing on current research, regulatory developments, and real-world trends, the program focuses on helping entrepreneurs build resilient, compliant, and scalable businesses in a rapidly changing economy.

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.

The AICPA continues to reshape the auditing profession through an unprecedented pace of standard setting, with increased emphasis on technology, professional skepticism, risk assessment, and engagement quality. Since 2019, numerous new and revised auditing standards have significantly changed how audits are planned, performed, and evaluated. This course provides an update on recent AICPA standard setting activities, including SASs 142 through 149. It also addresses the AICPA's quality management standards, which replace traditional quality control requirements with a risk based approach to managing quality at both the firm and engagement levels. In addition, the program highlights emerging developments in fraud related auditing guidance, including the AICPA's proposed fraud standard currently in exposure draft form. Designed for accounting and auditing practitioners at all levels, this course helps participants stay current on key changes affecting audit performance, documentation, and engagement quality in a rapidly evolving professional environment.

Ethics is grounded in leadership and the finest leaders are always ethical. Every effective leader is ethical, in words and actions. The best leaders communicate effectively. Being trustworthy is more than being honest and fair. In today’s turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated - we all want to work for, and with, an ethical leader.

A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance and financial control within the organization.  This course will introduce some of those topics and methods Controllers are beginning to turn to.

This course explores the increasingly complex features of Excel that facilitate efficient data analysis.  We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information.

This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance, and financial planning-while enabling real-time reporting, fraud detection, and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive, and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

As ever more jurisdictions move toward mandatory disclosure of ESG metrics, (ex: the European Union’s new Corporate Sustainability Reporting directive and impending U.S. SEC requirements) the urgency to get those disclosures right has gone up. This course to as an introduction to the concept of requirements for Controllers and financial personnel to understand ESG disclosures .Whether the role related to ESG disclosures and information falls into the job responsibility of the controller or not is yet to be seen. However, it is clear the Controller must maintain some level of knowledge and expertise around the types and timing of such disclosures.

Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.