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CPE Catalog & Events

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MBAExpress: Essence of Entrepreneurship - V 2.0

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Online

1.0 Credits

Member Price: $75

Tactics and strategies for entrepreneurship (bold) In this webcast, we'll discuss an alternative approach to building your business plan, along with a candid discussion of the "dark side" of being an entrepreneur. You'll learn: Why business plans that focus on the numbers is the wrong approach The four components of a non-traditional business plan Strategies for generating leads And more!

Applying the New Expected Credit Loss Model

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Online

2.0 Credits

Member Price: $79

All entities are subject to the new expected credit loss model established by recent GAAP.  This course will provide highlights of the latest requirements for measurement, presentation, and disclosure.  

Thinking Like an Auditor When Preparing Your Financial Statements

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Online

2.0 Credits

Member Price: $79

External auditors understand concepts like materiality, reasonableness, and risk of material misstatement.  This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures.

Leading Up: The Superpower Every Ascending Leader Needs

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Online

2.0 Credits

Member Price: $79

Most leadership training focuses on leading downstream, with the goal of eventually advancing to an executive role. Few people get to be “top dog” in their organization. So, nearly every worker will spend their entire career leading up, even while serving in a leadership role. Learn the skills and tactics needed to develop an effective working relationship with your boss and other superiors. Gain the credibility and support necessary to get things done and advance professionally.

Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial St

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Online

4.0 Credits

Member Price: $129

The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.

Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big

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Online

3.0 Credits

Member Price: $129

In this course, we will discuss what derailer habits keep you from achieving your fullest potential and deserving place.

Five Amazing Business Books in 100 Minutes

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Online

2.0 Credits

Member Price: $79

If you are efficient and want to learn lessons from the best in a short time, this seminar is for you.  Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective.  The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think?  These lessons are valuable for every business leader. 

Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands

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Online

2.0 Credits

Member Price: $79

GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.

Critical "Soft" Skills for CFOs and Controllers

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Online

4.0 Credits

Member Price: $129

Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success.  This course will provide insights into the most crtical  personal skills critical for CFOs and Controllers - or those that want to be!

Awesome Business Lessons from the Past: Learn from the Best!

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Online

2.0 Credits

Member Price: $79

Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time.

Budget Mastery: Process, Problems, and Solutions

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Online

2.0 Credits

Member Price: $79

The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. 

Develop Your Emotional Intelligence to Be More Successful in Life and Leadership

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Online

2.0 Credits

Member Price: $79

The difference between star performers and average ones in leadership roles is attributable largely to emotional intelligence (EQ). It’s surprising, then, that EQ is underrated as an essential ingredient for success in life and leadership. This presentation highlights the importance of EQ and provides participants with actionable tools to develop better relationships within and outside of the workplace, build healthy teams, and navigate constant change.

10 Keys to Outstanding Service and More Referrals

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Online

4.0 Credits

Member Price: $129

In a competitive economy, CPA's  and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.

The Art of Marketing for CPAs

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Online

4.0 Credits

Member Price: $129

To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants.  In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.

Getting On Top of It All: How to Work Smarter, Not Harder - Part 2

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Online

4.0 Credits

Member Price: $129

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.  In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do.  We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.

Critical Technical Skills for CFOs and Controllers

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Online

4.0 Credits

Member Price: $129

Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!

Getting On Top of It All: How to Work Smarter, Not Harder - Part 1

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Online

4.0 Credits

Member Price: $129

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.  In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.

Leaders Eat Last. Why? The Characteristics of Great Leaders

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Online

2.0 Credits

Member Price: $79

If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.  

Planning in an Uncertain World

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Online

2.0 Credits

Member Price: $79

We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections. 

Global Internal Audit Standards (GIAS) Domain IV - Part 1

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Online

2.0 Credits

Member Price: $79

The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service