CPE Catalog & Events

The conditional formatting feature of Excel allows you to format a cell based on its value. In this session, we'll quickly get warmed up by covering the basics and then look in-depth at its more useful capabilities, including using a formula to define the formatting rule, using icon sets to create alerts and filtering for duplicates. Presented in Excel for Windows. (Please note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web.) The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.

Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.

With a solid industry analysis,the business can better decide whether to enter, stay in, or leave an industry. The tools you will gain from this course will help you define where an industry is in its lifecycle, which can be used for applications such as determining the risk and reward ratio of a potential investment, or the making of strategic choices like diversification, market exit, market stimulation, and so on.

Evidence is the heart of forensic practice. You'll learn unique aspects of evidence gathering in forensic engagements to understand how it differs from evidence gathering in other types of engagements.

Inherited retirement accounts have changed—and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.

Go beyond the standards and see how private company GAAP is really shaped. This course offers an inside look at the Private Company Council and its work with the FASB to address the unique needs of private companies. Hear directly from PCC Chair Jere Shawver on agenda priorities, stakeholder outreach, and why practitioner input matters. Gain practical insight to help you interpret guidance, anticipate change, and better support clients and stakeholders.

Through narration by an industry subject matter expert and practical scenario exercises, this two-part CPE course describes patents and other intellectual property and the types of damages associated with this property type.

Tax tips and tax strategies to help guide your new and existing individual clients.

For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world.

Internal Control is designed to provide reasonable assurance to achieve the entity's objectives related to financial reporting, effectiveness and efficiency of operations and compliance with applicable laws and regulations. It safeguards assets against unauthorized acquisition, use, or disposition and may include controls relating to financial reporting and operating objectives. Auditors should understand internal control relevant to the audit and the application of professional judgment. Most audit-related controls relate to financial reporting. However, not all controls related to financial reporting are appropriate for audits. Therefore, the auditor should evaluate the design of controls and determine whether they have been implemented by performing procedures and the inquiry of the entity's personnel.

An examples-based discussion of key concepts, including effectively connected income, branch profits tax (BPT), branch-level interest tax, Form 1120-F, and more.

The tax implications of a U.S. company's investment outside the country.

The perfect place to start your education in U.S. international taxation, with easy-to-understand explanations of complex topics in this tax subspecialty.

An easy-to-understand overview of essential international tax topics.

Putting corporate reorganizations, liquidations, and stock acquisitions in an international context.

Exploring non-recognition transaction rules and the impact of Section 367 on inbound and outbound transactions.

International Valuation Standards promote global consistency in valuations. You'll learn more about these guidelines and best practices that apply in multiple jurisdictions.

Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank's operations, as well as banking regulations, we have to modify the most common valuation approaches. In this course, we will build a dividend discount model, a residual income model, mark a bank's balance sheet to market value and discuss comparable valuation.

This self-paced business intelligence online training introduces you to the fundamentals of business intelligence (BI). You'll learn how data, tools, and team roles work together to drive smarter business decision-making. Unlike traditional data analysis training, this business intelligence course focuses on equipping you with practical, real-world BI knowledge you can apply immediately.

In the accounting profession, dealing with data is life. Doing it efficiently and effectively are skill differentiators.