CPE Catalog & Events

Internal Control Changes for Remote Workers

The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Online Fraud Targeting Individuals & Companies

Types of fraud that targets individualsHow organizations can work to reduce risk for workers

Operations Level Internal Control

An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change

Shortcuts that Excel Users Love

The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful features

Steps to Stop External Fraud

Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

Understanding Internal Control Constructs

Underlying concepts of internal controlThe importance of control measure interdependency

Understanding/Creating Internal Control Systems (Part 1)

Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology

Understanding/Creating Internal Control Systems (Part 2)

Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology

What's New in Excel

New features and tools in ExcelUpdates to the Excel Function Library

You Don't Know What You Don't Know About Excel (Part 1)

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

You Don't Know What You Don't Know About Excel (Part 2)

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

Accounting and Auditing for ESG

Environmental, Social and Governance (ESG) has become a hot topic among standard setters. This session will look at the work of the FASB, GASB, and AICPA in the areas of ESG. We'll also look at the types of engagements CPAs can provide to entities who want assurance around their ESG reporting.

Assessing Independence Under the New Yellow Book

  Threats and safeguards Independence Rules GAGAS

Attestation Update: SSAE 19-22

SSAEs 19-22 Changes to performance and reporting requirements

GASB 87: Are You Ready?

Leases GASB 87 Financial reporting

Intro to Goverment Accounting

Financial reporting Fund accounting MD&A Annual Comprehensive Financial Report

Intro to NFP Accounting

Accounting for nonprofit organizations Net assets Agency transactions Contributions Endowments Programmatic investments

Reference Rate Reform

  LIBOR Reference rate reform

Talk This Way - Communcation Skills for the CPA

Taxation of Non-fungible Tokens (NFTs)