CPE Catalog & Events

Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness—knowing who you are, how others perceive you, and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally.

Organizations try to stay successful in the expansion of operations. To do this, business models must adapt as part of the business growth strategy. In this course, you will learn how to use Porter's diamond models to analyze global growth strategies and select the best action plan to implement them.

Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Learn to compete when will be measured by value, contribution, impact and sustainability.

First-time supervisors face unique challenges as they transition to management. This course will give new supervisors, managers, and leaders the skills and understanding needed to successfully navigate the transition.

Good performers can become bad performers, and bad performers get comfortable and stay. This presentation is a fast-paced look at some clever and aggressive new engagement and retention processes that are both effective and legally compliant, mixing fr

Most "Generational" discussions focus on the differences of discrete groups within our population, and the result can be somewhat divisive, learn to focus on communication methods to bridge the gaps.

This practical course demystifies revenue recognition for nonprofits. You'll learn how to confidently distinguish between exchange transactions and contributions, master the five-step process for recognizing exchange transactions, and get clear guidance on accounting for contributions. Real-world examples will help you apply these principles with ease and accuracy. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

This course equips you with practical strategies to boost your organization's resilience by pinpointing, assessing, and minimizing operational risks. You'll dive into six critical risk areas—from processes and people to technology and compliance—and explore real-world case studies, proven internal controls, and tools to build a strong risk-aware culture. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits.

You'll establish an understanding of the unique aspects of accounting, financial reporting, governance, and tax compliance issues that apply to NFPs. Part of the Not-for-Profit Certificate I Program.

You'll set yourself apart with this comprehensive program that covers the essentials of not-for-profit financial management, including accounting and financial reporting, tax compliance, governance and assurance. This 40-hour CPE program offers an affo

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on the key not-for-profit issues in accounting and financial reporting.

Part of the Not-for-Profit Certificate I Program, this track will provide a foundation in board governance, auditing and financial oversight of NFPs with a focus on governance practices, risk management, internal control, audit planning and preparation

Complexities of not-for-profit accounting & financial reporting, governance & assurance, and tax are decoded to help exhibit your leadership and bolster your skills in the field with the NFP II certificate.

You'll develop the financial reporting skills needed to prepare, consolidate, and analyze not-for-profit financial statements. Part of the Not-for-Profit Certificate II Program.

Governance and assurance skills will be honed through dynamic learning activities related to mission, strategy, budgeting, ethics, performance and risk. Part of the Not-for-Profit Certificate II Program.

Tax compliance considerations and heavily scrutinized sections of Form 990 are examined for practitioners looking to elevate their NFP tax knowledge. Part of the Not-for-Profit Certificate II Program.

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on key tax and compliance requirements for tax-exempt, not-for-profit entities.

This bonus conference session enhances a CPA's understanding of financial reporting within not-for-profit organizations. Gain actionable insights to navigate disclosure requirements, revenue recognition challenges, and compliance hurdles, ensuring your organization maintains transparency and fiscal integrity.  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

This course provides CPAs with a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) relevant to not-for-profit organizations. In this session, the FASB's lead staff person for not-for-profits will guide you through recent and potential upcoming changes to GAAP affecting not-for-profits. We'll focus on some recent ASUs (including ones on common control leases and on crypto assets), implementation matters on the new credit losses (CECL) standard, and some noteworthy current FASB projects (including ones on software costs and on environmental credit programs).  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.