CPE Catalog & Events

This advanced financial modeling course will teach you how to perform Excel sensitivity analysis with a focus on practical applications for professionals working in investment banking, equity research, financial planning & analysis (FP&A), and finance functions. The tutorial goes step by step through all the formulas and functions required to perform the analysis in Excel from scratch. By the end of this course, you will have a thorough grasp of how to build a robust sensitivity analysis system into your Excel financial model. Form and function are both critical to ensuring you can handle quick changes and information requests when you're working on a live transaction.

This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well.

This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well.

Tax planning strategies for new businesses considering electing S corporation status, and the pros and cons of switching from a C corporation to an S corporation.

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

Health-related decisions are encountered in every life stage. Making good choices can have a major impact on personal happiness and financial success. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax and financial factors. Acquire a better understanding of medical insurance options for individuals transitioning to retirement, including long-term care insurance, Medicare, and Medigap plans.

This course focuses on the first part of the Covey formula: asking questions and listening so you understand better.

This course focuses on the second part of the Covey formula: speaking and writing in an interesting and compelling way.

As the liquidating trustee, Jeremiah Foster and Resolute were responsible for the dissolution of Shoot the Moon, a restaurant group operating across three states with fifteen franchises. Through forensic accounting, they identified various financial irregularities over a five-year period, including a kiting scheme, a Ponzi scheme, and merchant cash advance lending activities. In this case study, Mr. Foster will detail the process, his role, and the fiduciary duties of a trustee, providing valuable insights into the complexities of managing such a significant financial undertaking.  This session was recorded on March 20, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.

This course will explore the  countless tools that most Excel users overlook . Additionally, We'll also  explore the latest new  features and tools. Also, we'll explore numerous time-saving features that help spreadsheet creators.

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session!

SOC 1 examination basics - from planning and executing the engagement to reporting - are reviewed to prepare you to perform the engagement or use the report.

SOC 2 and SOC 3 examination basics - from planning and executing the engagement to reporting - are reviewed to prepare you to perform the engagement or use the report.

SOC for service organizations examinations fundamentals are explored to better prepare you to perform a SOC engagement or use the report.

This course discusses accounting for endowments and split-interest agreements held by not-for-profit entities (NFPs).

Delve into the world of SQL, the cornerstone of Business Intelligence, with our SQL Fundamentals course. Designed for beginners and aspiring data professionals, this course introduces you to the foundational syntax and transformative capabilities of SQL. You'll learn how to effectively extract and manipulate data from databases, a critical skill for any analyst. Starting with basic data retrieval and filtering techniques, the course progressively guides you through more complex aspects of SQL, including data transformation functions and combining data from multiple tables. We provide hands-on experience through an accessible Azure Data Studio data warehouse, ensuring you can practice your skills in a real-world environment, regardless of your operating system.

Entities relying on agreed-upon procedures engagements must understand key enhancements in SSAE No. 19 to better tailor reporting, broaden distribution, and address evolving subject matters. Michael Manspeaker, CPA, CGMA, of SEK CPAs & Advisors explains how removing the need for pre-specified parties, allowing general-use reports, and enabling CPAs to develop procedures helps smaller entities optimize cost-effectiveness while ensuring independence, high-quality documentation, and pertinent findings.

Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth. In this session, you will delve deeper into the essential components that contribute to a thriving CAS practice, including best practices for client engagement, innovative service offerings, and effective marketing strategies. By understanding the nuances of CAS, you will be equipped to navigate the challenges of the modern accounting landscape and capitalize on emerging trends that can enhance your service delivery and client satisfaction. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.

Big changes are coming—are you ready? By December 15, 2025, firms must comply with the new Statement on Quality Management Standards (SQMS). Understanding these requirements is the critical first step toward implementation. This on-demand course breaks down the most significant SQMS requirements, helping you navigate the changes with confidence. With the deadline fast approaching, don't wait to prepare—get the insights you need to ensure compliance and strengthen your firm's quality management system today.