CPE Catalog & Events

An analyst must understand mergers and acquisition accounting, as it's crucial when properly building an M&A model and evaluating whether the deal makes financial sense. In this course, we cover the M&A accounting process, including fair value adjustments, calculating goodwill, deferred taxes, and various related fees and expenses. We also cover how a deal can be structured as either a stock purchase or an asset purchase and the resulting accounting implications. We will practice adding transaction adjustments to calculate a pro forma balance sheet, but we will also look at the impact of a transaction on the income statement and cash flow statement.

This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.

This course provides an overview of how to plan and prepare for a financial forensic engagement.

Many people wait until they receive a promotion before starting to manage others. However, you can get ahead faster by understanding the importance of creating an upward influence instead of solely focusing on colleagues and subordinates. Learn the definition of managing up, specific methods you can use in your workplace, and reap the benefits of shifting your focus upward. If you are looking to be promoted or want to maximize your positive impact in a new role, this course will help you build a presence above you in your organization's hierarchy that can set you apart. Note: The minimum passing rate for this course is 70%. The webinar was originally broadcast on June 8, 2015.

Mastering Crypto Accounting: Navigating the Digital Asset Revolution is your essential guide to understanding the intersection of accounting, digital assets, and blockchain technology. Led by industry expert Aaron Jacob of Taxbit, this course explores the rapid adoption of cryptocurrencies, regulatory developments, and real-world use cases that are transforming finance. You'll gain practical insights into the latest FASB fair value standards, strategies for overcoming operational challenges, and how to implement a digital asset strategy that drives business efficiency.

Mastering multistate taxation is more critical than ever for accounting and tax professionals navigating the evolving landscape of nexus, withholding, and the convenience rule. Our expert-led course, featuring Mark Klein, Partner at Hodgson Russ, unpacks the latest developments in economic nexus standards, the impact of remote employees on tax obligations, and the complexities of state tax compliance. Equip yourself with the knowledge to help businesses and clients navigate the intricate world of multistate taxation confidently. Don't miss this opportunity to elevate your expertise and safeguard your organization from costly tax liabilities!

This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.

Mastering retirement plan audits is essential for plan sponsors to ensure compliance with Department of Labor (DOL) regulations, protect participant assets, and uphold fiduciary responsibilities. Amanda Goar, CPA, Principal at Baker Tilly, highlights key changes to audit triggers, such as focusing on participants with account balances and applying the 80-120 rule, while emphasizing the importance of proactive preparation. She stresses maintaining accurate plan documentation, reconciling census data, ensuring timely contributions, and addressing common challenges like vesting provisions, participant elections, rollovers, loans, and forfeitures.

Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master.

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities.

This course provides an overview of the Balanced Scorecard, a performance measurement framework that takes into account non-financial performance metrics.

This course will focus on three areas accountants should be aware of: contracts, intellectual property and employment law.

This course discusses the importance of networking, and offers best practices to help you improve your business networking skills and build a strong professional network.

This course will discuss ways to improve your business processes to make them more efficient and better for your organization and customer.

This course will discuss different personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs.

This MBAexpress: Key Concepts is designed for managers, professionals, add business owners who want to develop a broad perspective to deal more effectively in today's rapidly changing and increasingly complex business environment.

This course will demonstrate proven methods that CPAs and other business professionals can use to unlock their creativity and innovative thinking.

How do you react to change? Change is difficult, even when it is good and for right reasons. This course discusses various methods and ideas to consider in helping you navigate the turbulent waters when dealing with change.

This course will define emotional intelligence and help you understand the difference between IQ and EQ. Identify the five attributes of emotional intelligence and learn four steps to increase your emotional intelligence in the decision-making process.