CPE Catalog & Events

Key issues with traditional reporting models. The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments. How to create "repeatable/refreshable" reports in Excel that link data from external data sources.

Nonprofit Organization (NPO) Overview. FASB Guidance. Unique Auditing Issues for NPO. Audit Documentation. Standards for Charity Accountability (BBB). 5 Ways NPO Can Detect and Prevent Fraud.

Engagements for which written documentation is required or not required. Documentation for the following types of engagements - Audits, Reviews, Compilations, and Preparations. Importance of Documentation. Basics for all Engagements. Documentation Definitions. Form, Content, and Extent. Reviewing Documentation. Documentation Finalization. Revisions to Documentation after the Report Date. Selected Required Documentation. Common Documentation Deficiencies. Preparation Engagement. Review Engagement. Pro Forma Compilation Engagement. Examination Under SSAE. Review Under SSAE. Agreed Upon Procedures Engagement Under SSAE.

Oil and Gas Overview and Terminology. Asset Impairment and Depletion. Asset Retirement Obligations and Derivatives.

Discern differences of features and benefits of meeting and collaboration tools. List the most popular applications for collaboration and management. Define your needs for collaborative tools. Classify collaborative tools.

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.

Learn the basics of creating, modifying, and organizing PDF documents. Create stamps and use them as tick marks. Secure PDF files against unauthorized access and modification.

Equity, diversity and inclusion.

Equity, diversity and inclusion.

Equity, diversity and inclusion.

General Loan Forgiveness FAQs. Loan Forgiveness Payroll Costs FAQs. Loan Forgiveness Nonpayroll Costs FAQs. Loan Forgiveness Reductions FAQs. Economic Injury Disaster Loan FAQs.

New Form 3508S. Employee Retention Credit Issues. PPP First Draw Overview and Application Form. SBA Procedural Notice. PPP Second Draw Overview and Application Form. Interim Final Rule 2021-01. Interim Final Rule 2021-02.

PPP loans.

Partnership Election of Rules. Electing out of Rules. Partnership Representatives. Reduce Administrative Burdens.

Schedule K-1. Tax Basis Capital Accounts for New Partners. Partner's Outside Basis. Nonrecourse Liabilities. Partnership Distributions.

Passive Activities Described. Active Participation. Material Participation. Grouping Activities. Dispositions of Passive Activities. Trust and Estate Issues.

Basic Rules. Passive Activities. Active vs. Material Participation. At-Risk Rules. Qualifying Disposition.

Identify why passwords are a critical element of information technology controls. List the key characteristics of "long-and-strong" passwords and the new NIST guidelines. Differentiate between leading password management tools. Enumerate alternatives to passwords to improve authentication controls.

PPP Loans. PPP loan resources. Other SBA loans. Client letters.

The newest electronic payment frauds and the protections every organization needs. The tactics needed to protect against older types of fraud.