CPE Catalog & Events
Effective Manager - Traits and Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership and manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning and an ever- evolving process. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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Online
1.20 Credits
Member Price: $39
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations, and financial outcomes. This can sometimes appear to be accuracy-focused and not necessarily decision useful insight. Controllers must move away from just variance explanation and include performance interpretation. To do this, the controller must understand business models and value drivers, be able to translate strategy into financial growth and align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts and controllers will come away with insightful ideas regarding how to elevate their roles. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations and will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies and certain not-for-profit's for one year. For private companies and private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021, and interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees and lessors. Also, numerous examples are incorporated as reference. Delivery Method: Individual webcast CPE Credit: 2.6Program Level: Basic
Professional Skepticism for the Public Accountant
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Online
1.00 Credits
Member Price: $39
Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Managing Generational and Cultural Variances
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Online
1.60 Credits
Member Price: $79
Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming and remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits and Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures. Delivery Method: Individual webcast CPE Credit: 1.6Program Level: Basic
White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.” CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Internal Audit in The Future
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Online
2.00 Credits
Member Price: $99
As organizations face accelerating change—AI adoption, cyber threats, regulatory expansion,ESG scrutiny, geopolitical instability—the role of internal audit is evolving rapidly. The future of internal audit is not about doing more audits. It’s about delivering forward-looking insight, strategic alignment, and intelligent risk coverage. Organizations, their environments and ways of working have evolved rapidly and in ways that had not been previously envision. IA must look within to determine how to stay relevant and add value in this changing and emerging environment. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process. This session will show you powerful techniques to drive your organization’s performance. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $89
Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors. Achieve your target profitability in the process. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Critical Technical Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $149
Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Strategic Government Budgeting: Tools for Long-Term Sustainability
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Online
1.00 Credits
Member Price: $39
This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning, enhancing budget transparency and resilience. By the end of the session, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Empowering HR Pros' Thriving in 2025 and Beyond
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Online
1.00 Credits
Member Price: $39
The workplace is shifting rapidly, and HR professionals are at the center of it all. The next four years will challenge us to embrace courageous leadership, strategic vision, and continuous learning. Here's the reality: " We're stressed, overworked, and often under-resourced. " The job market for HR professionals is more competitive than ever. " Aligning with organizations that share our values is non-negotiable. " Agility and the ability to lead change are critical. We cannot solely depend on our employers to rise to the occasion. This is our moment to rise. Join our Founder & CEO Anthony P. Howard on how we can empower ourselves and each other in 2025. Together, we can lead the future of HR. How are you stepping into courageous leadership this year? Bring the discussion to the event! Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
The New Leadership Playbook: From Stability to Agility
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Online
1.00 Credits
Member Price: $39
Leading on New Terms is a fast- paced, one-hour course that challenges leaders to rethink everything they thought they knew about leadership. Built on Steve Cadigan’s Workquake philosophy, it confronts the collapse of the old stability-based leadership model and equips leaders with a new mandate: fuel growth, build trust, and lead with agility in a world where certainty no longer exists. Through provocative stories, real-world case studies, and practical “plays,” participants will learn how to shift from command to connection, harness technology without losing humanity, and redefine loyalty as learning and movement. Leaders will walk away with a sharper understanding of today’s realities and a personal “Future Leadership Charter” to start leading confidently on new terms. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Safety Synergy: Uniting Elements for a Secure Workplace
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Online
1.20 Credits
Member Price: $39
Creating a culture of safety in a workplace requires attention in many different areas. We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
The Controllership Series: The Controllers role in ESG
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Online
1.50 Credits
Member Price: $79
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. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $79
This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit. The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit. Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed. Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet. Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions. Were the auditors just sloppy, ignorant, negligent? Or were they active participants in producing fraudulent financial statements? You be the judge. Delivery Method: Individual webcast CPE Credit: 1.6Program Level: Basic
K2’s Excel’s Best New Features
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Online
2.00 Credits
Member Price: $89
With the latest updates in Microsoft 365 and Office 2024, Excel is more powerful than ever. Packed with cutting-edge features, more innovative functions, and seamless collaboration tools, the newest version is designed to take your productivity to the next level. Whether you're crunching numbers, building dashboards, or collaborating across teams, these enhancements unlock faster workflows, deeper insights, and more thoughtful decision-making. Don't miss your chance to stay ahead of the curve-discover Excel's most exciting new features and learn how to put them to work for you. Your spreadsheet game is about to change-let's make it extraordinary! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Asset Misappropriation You Have It – They Want It
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Online
2.00 Credits
Member Price: $89
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal and not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it and you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one’s imagination. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Procurement Standards 2026: What You Need To Know
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Online
2.00 Credits
Member Price: $89
Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight, and domestic sourcing preferences. This session will provide grant recipients and subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 and aligning procurement policies with updated federal standards, and thresholds from the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements, and prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Power of a Good Story!
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Online
4.00 Credits
Member Price: $149
Storytelling makes wisdom stick. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate