CPE Catalog & Events

Understanding the intricacies of Form 990 is crucial. You can learn actionable tips for accurate preparation as part of your Tax Staff Essentials bundle.

Areas of concern on Form 990 are identified to ensure accurate reporting and preparation.

The required schedules of the IRS Form 990 are studied through in-depth interactive examples.

Fundamentals of fair value measurements, including valuation approaches and considerations, are explored for professionals looking to augment their valuation skills and expand their service offerings.

FP&A software provides unparalleled opportunities to automate routine tasks, provide real-time insights and enable more sophisticated forecasting.

CFI's "FP&A Modeling Pt.4 — Contractor Analysis" course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting contractor costs in FP&A models. This course will also include a summary of the company's cost of goods sold (COGS) and selling, general & administrative (SG&A) for the income statement.

CFI's "FP&A Modeling Pt.5 — Debt and Capex Analysis" course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company's capital expenditure. This course will also include detailed instructions about how to install a revolving line of credit and set it up as the lender of last resort in the model.

CFI's "FP&A Modeling Pt.6 — Financial Statement Aggregation" course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to aggregating monthly figures into quarterly and annual amounts.

CFI's "FP&A Modeling Pt.7 — Dashboard Visualizations" course will help you understand how to configure FP&A data to visualize on a dashboard. We will also review some Excel skills used to create rich charts and graphs.

CFI's "FP&A Variance Pt.1 — Build & Configuration" course will help you understand the best design for an FP&A model to review monthly data in a quantitative and qualitative manner.

CFI's "FP&A Variance Pt.2 — Roll Forward & Analysis" course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.

CFI's "FP&A Variance Pt.3 — Protection & Presentation" course will help you understand how to protect FP&A models on multiple levels to maintain financial model integrity. The course will also review best-in-class approaches to printing & presenting model results to important stakeholders.

Our panel of experts delves into the importance of case law, both in a general context and specifically in relation to published versus unpublished cases. Gain insights into the structure of the California court system and explore the nuances of 5 to 6 selected cases. Our three CPAs will dissect the pertinent aspects of these cases, while Attorney Jeff Lewis will provide valuable commentary on their significance and relevance. This session was recorded on March 20,2024 at the 2024 Fraud and Forensic Accounting Virtual Conference.

This course provides an overview of fraud risk and prevention for NFPs.

This course explores the cases of those who have stolen from our most vulnerable Californians, our children. We will explore what happened, why it happened, and what we can work to prevent it from happening again by evaluating cases from A3 Charter Schools, Wisdom Academy for Young Scientists, and other fraud cases in California schools.

Fraud can occur in the nonprofit environment. This on-demand course will cover fraud-related misappropriation, misuse of government funds, revenue recognition, and cyber-related fraud. We'll explore real-world examples that illustrate the variety of fraud impacting not-for-profits and perpetrated by management within organizations. Additionally, this course includes recommended preventive and detective controls, along with potential audit procedures.

Fraud incurs a staggering cost of over $5 trillion annually for businesses and individuals worldwide. Discover insights from a nationally recognized expert who provides the latest information on fraud investigation reporting.

This course describes the techniques typically employed to prevent, detect and investigate fraud within the organization. Topics include the impact of fraud on business and society, common profiles of fraud perpetrators, types of fraud schemes, fraud t

Learn about common fraud schemes and detection techniques. Utilize trends to assess risk in the context of any audit. Understand fraud requirements of the auditing standards.