CPE Catalog & Events

A taxonomy of accounting: tax, financial, managerial. A spectrum of direct and indirect absorption costing. Fact-based Data with Activity Based Costing (ABC). Why do we need advanced management accounting techniques, such as ABC?. How the ABC cost assignment network structure connects costs to products and sales channels. Learn to use ABC to manage product, service-line, channel, and customer profitability. Understand two views of costs: (1) process view versus (2) product view. Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques. Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction. Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)". The Shift in ROI's Source from Tangible to Intangible Assets. Increasing the ROI from information - with Corporate Performance Management (CPM) as a Value-Multiplier. Accelerating the Rate of Adoption for Implementing and CPM. Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, social, and cultural. How to overcome behavioral resistance to change.

Explain the payroll tax advantage of taking distributions over wages. Review key court cases that shape today's reasonable compensation landscape. How to use court factors to stress test reasonable compensation. Best practices for determining reasonable compensation. Review of the IRS's enforcement on reasonable compensation; past, present and future.

Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI-enhanced business advisory services.

Communication. Leadership. Character. Behavior.

Communication. Feedback. Management. Leadership.

Why an open mind and the ability to doubt helps make great predictions. Why it is better to be a fox than a hedgehog. How non-conformists change the world. How to focus on what matters. How to learn from the past without hindsight bias.

How to design charts for the fastest possible user understanding and ease of use. Review of case studies for group critique. Developing a design standard for your organization. Designing tables for rapid understanding and efficient space use. How to use commentary, maintaining a consistent style and level of detail. Using layout to support long-term memory and improve understanding. The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel

Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.

The shift to "predictive accounting" for Decision Making, Planning, and Budgeting. Problems with traditional annual budget processes. Develop a driver-based "operational budget" based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management (ERM) with management accounting. Applying target costing for cost estimating.

Understand the need to protect client data. Learn about the required security and privacy standards. Leave with a sample plan to consider your tax practice.

Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem. Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination. Data Connection and Management: Connecting to various data sources and preparing data for reporting. Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation. Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions. Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Auditing. Fraud.

Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.

Languages of appreciation. Appreciation strategies.

Determine clients who are well suited for conversion from traditional to Roth IRAs. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive waivers for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).

Behavioral cues as psychological markers. The psychology of baseline behavior. The hidden secrets behind rapport-building. Attributional interviewing.

Definitions of ESG. Business benefits of ESG. Reporting methods. Getting started with ESG initiatives.

Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.

The importance of professional skepticism. The dangers of making assumptions. How to listen and understand the answer to a question. Why it is important to leave all of your expectations at home. Anticipation and why it's so dangerous. Determining materiality. The fraud triangle. Thinking about, given a set of circumstances, how you would steal. Management and the tone at the top.

Methods of committing inventory, expense and payroll fraud. What to look for when observing inventory. Detection of inventory fraud. How to recognize fictitious expenses. How to recognize altered expenses. Indicators of fake documentation. The three main reasons we ask for documentation. Detection and prevention of ghost employees.