Skip to main content

CPE & Event Catalog

Showing 569 All Events Results

Optimize Enterprise Value Using Wall Street Analyst Strategies ON DEMAND

Available Until

Your Desk

2.0 Credits

Business performance improvement strategies. Management styles. Capital Structure. Financial stakeholder communications.

Overview of Business Insurance Management FLEXCAST

Available Until

Your Desk

1.0 Credits

Insurance distribution and analysis. Insurer operations, financial performance, and pricing. The insurable interest concept. Claims and losses. Insurance management, claim problems and administration. Accounting for insurance.

PIVOT Part 1: Promotion and Inclusion FLEXCAST

Available Until

Your Desk

1.0 Credits

Importance of promotion. Partnership. Policy. Profitability. Importance of inclusion. Invitation. Icebreaker. Inconsistency. Equity and equality.

PIVOT Part 2: Variety and Organization FLEXCAST

Available Until

Your Desk

1.0 Credits

Value in variety. Vision. Visibility. Vacuum thinking. Defining organization. Elements of an organization. Opportunities within an organization. Optimizing.

PIVOT Part 3: Timely FLEXCAST

Available Until

Your Desk

1.0 Credits

Implementation. Teach. Togetherness. Transformation.

Payroll Management ON DEMAND

Available Until

Your Desk

14.0 Credits

Payroll management. Definition of an employee. Employee time tracking. Employee compensation. Employee benefits. Payroll deductions. Payroll taxes. Tax remittances. Unemployment taxes. Payments to employees. Accounting for payroll. Payroll reports. Payroll recordkeeping. Payroll procedures. Payroll controls. Payroll measurements. Outsourcing option.

Planning for Long Term Care ON DEMAND

Available Until

Your Desk

1.0 Credits

Planning for long-term care.

Post COVID-19 Planning Strategies FLEXCAST

Available Until

Your Desk

2.0 Credits

Strategic planning. Post-pandemic planning. Mission statements. Forecasting. Back casting. The one-page plan.

Practical Tax Research FLEXCAST

Available Until

Your Desk

4.0 Credits

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings. Revenue procedures. Tax research methodology. Searches.

Practical Tips to Get Through A Cash Crisis ON DEMAND

Available Until

Your Desk

2.0 Credits

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 . Tricky situations that arise . Getting outside the box for solutions.

Preparing Financial Statements for Clients ON DEMAND

Available Until

Your Desk

4.0 Credits

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

Presenting With Presence ON DEMAND

Available Until

Your Desk

2.0 Credits

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

Project Management: A Financial Perspective ON DEMAND

Available Until

Your Desk

9.0 Credits

Overview of project management. Planning and controlling projects. Project management concepts and process. Using the work breakdown structure to plan a project. Project scheduling. Project control and evaluation. Project control using earned value analysis. Lifecycle costing and target costing. Economic feasibility study for a capital investment project. Managing project risks. Project communication and documentation.

Quality Management and Benchmarking ON DEMAND

Available Until

Your Desk

2.0 Credits

Quality management and benchmarking. principles of TQM. Two different views concerning optimal quality costs. quality cost and performance reports. APQC's benchmarking methodology. Benchmarking code of conduct. Basic requirements of an ISO QMS

Quick Confidence with Alteryx: A CPA's Path to Data Mastery - ON DEMAND

Available Until

Your Desk

1.0 Credits

Alteryx terminology. The complementary relationship between Alteryx and Excel. Importing data into Alteryx: an introduction to the Input Data Tool. The Select Records Tool. The Dynamic Rename Tool. The Output Data Tool.

Re-Inventing the Financial Department Post COVID FLEXCAST

Available Until

Your Desk

2.0 Credits

COVID-19. Finance.

Real Estate Accounting ON DEMAND

Available Until

Your Desk

9.0 Credits

Introduction to accounting. Initial real estate costs. Purchase of income producing property. Real estate sales. Nonmonetary exchanges. Time-sharing activities. Rent topics. Property management. Asset retirement and environmental obligations. Real estate ventures. Housing associations.

Relationship Between Real Estate and Estate and Trust Planning ON DEMAND

Available Until

Your Desk

1.0 Credits

Tax proposals. Estate planning. Valuation discounts.

Remote Access for Small Businesses FLEXCAST

Available Until

Your Desk

4.0 Credits

Remote access. Security practices. Related tools and services. Cloud-based services. Communication and collaboration.

Reporting Bond Premiums on Taxable and Tax-Exempt Securities ON DEMAND

Available Until

Your Desk

2.0 Credits

History of current 1099 reporting of fixed income securities. What treatment is required versus what can be elected. Examples using actual 1099 forms.

Not finding what you're looking for? Click the Change Category bar above for more options! 

SunMonTueWedThuFriSat
2930311234567891011121314151617181920212223242526272829303112345678