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.

Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.

Barriers that keep us from addressing areas for improvement. Ways to get to the true root cause of performance or behavior. Methods and language to enable us to inspire others.

Understanding the trustee's role and effective problem avoidance strategies. Utilizing trusts to bypass probate and streamline the wealth transfer process. Analyzing the impact of income, gift, and estate taxes on revocable living trusts. Leveraging marital deductions and marital and bypass trusts for optimal estate planning. Harnessing the potential of irrevocable trusts as the cornerstone of an estate plan. Exploring the advantages of irrevocable life insurance trusts. Creating and managing dynasty trusts for long-term wealth preservation. Evaluating the benefits of GRITs, GRATs, GRUTs, and QPRTs as powerful estate planning tools. Trust options to ensure financial security for elderly clients. Understanding the tax consequences, limitations, and advantages of charitable contributions and private foundations. Navigating charitable remainder and charitable lead trust considerations. Utilizing trusts as asset protection devices. Addressing trust-related issues within business structures.

Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.

Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.

The rise of business intelligence (BI), business analytics (BA), and Big data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of artificial intelligence (AI) on the accounting profession.

Tactical budget issues. Ideas for budget solutions and process solutions.

Understand how psychology influences your pricing decisions. Learn how behavioral economic effects influence pricing. Comprehend what and how people buy. How to develop and price options. Using the Stan Shih Smile Curve to determine the value of various services.

Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.

Feedback.

The importance of making yourself available. How to start a conversation and what to NOT talk about. The art of how to listen. When you don't understand what they just said. Don't fool by equivocations when they respond to a question. Materiality and perception.

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.

Why you should be thinking about inclusion. How racism impacts your workplace at all. Where you might be vulnerable and unaware.

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.

Team dynamics. Influence. Organizational behavior. Leadership.

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 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 lifestyle.

Federal laws providing greater visibility of sexual harassment and sexual assault claims. Agency rulings curtailing confidentiality and non-disparagement clauses in agreements.

Forensic data analytics. Fraud prevention and detection. Data validation and methodologies. COSO's Fraud Risk Management Guide principles. Innovations in anti-fraud technology.

The steps in Trust Administration. Delaware Tax Trap -its unique use. Change of the exemption in 2026 and its impact. Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust. Preparation of trust accountings. Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs.