CPE Catalog & Events

Fraud. Accounting and auditing.

Communication. Social media. Marketing. Publicity. Public relations. Business strategy.

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.

How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and 3 methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.

Year-end tasks an employer should consider with regards to payroll. Bonus runs and fringe benefit reporting. Compliance reporting and W-2 reconciliations. Updates to payroll wage rates and limits. Current issues affecting payroll. Best practices for not only year-end, but year-round compliance.

Discussion of analytical procedures in audit and review engagements. Practical examples and illustrations of analytical procedures. The order of operations for accomplishing analytical procedures.

KPIs. Performance measures. Metrics.

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.

Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super-successful communicators use. How to persuade people without them knowing they are being persuaded. The three most important keys all successful communicators use. Why great service is better for your business in the long run. How to know what's most important to your client or boss-so you can focus on that.

Three levels of listening. Strategies to remain focused. Building trust through listening. Tactics to practice the Titanium Rule. Delegating with confidence. Establishing an accountability system.

History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.

Communication. Negotiation. Conflict. Persuasion. Management. Leadership. Customer service.

ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate, and select applications for their business.

How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.

Why measure things?. The ROKS Express method. Goals check - identifying your business objectives and key results. Selecting your KPI candidates using the KPI Definition Manual. Shortlisting - picking the very best KPIs from your KPI candidates. Tuning your KPI definitions. Going live.

GASB statements issued. GASB projects.

Communication. Leadership. Character. Behavior.

Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Forensic accounting reports. Expert witness testimony.

Timely coverage of breaking tax legislation. Applicable coverage of any basis considerations within any recent tax legislation. Passthrough basis calculations required as attachments to certain individual returns. Executor's form for disclosing basis in certain distributed property. How Schedule 179 limitations affect basis and how tax-benefit rule is applied. Basis implications of personal assets converted to business use. How to calculate basis of inherited qualified and joint tenancy property. Recognize how AAA applies or doesn't apply to S corporations. Learn to apply the complex basis ordering rules and special elections that can have a big tax result. Learn the detailed rules of Schedule 704 for preventing the shifting of tax consequences among partners or members. Learn to calculate basis under Schedule 704 and for "at-risk" under Schedule 465. Recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results. Review Schedule 754 step-up in basis rules.