CPE Catalog & Events
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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Online
2.0 Credits
Member Price: $79

The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research, and practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers, and change agents - leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.
Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagement
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Online
8.0 Credits
Member Price: $225

Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.
Leaders Eat Last. Why? - 1 Hour Session
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Online
1.0 Credits
Member Price: $39

Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone - we suffocate. This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization.
MBAExpress: Essence of Entrepreneurship - V 2.0
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Online
1.0 Credits
Member Price: $75

Tactics and strategies for entrepreneurship (bold) In this webcast, we'll discuss an alternative approach to building your business plan, along with a candid discussion of the "dark side" of being an entrepreneur. You'll learn: Why business plans that focus on the numbers is the wrong approach The four components of a non-traditional business plan Strategies for generating leads And more!
Applying the New Expected Credit Loss Model
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Online
2.0 Credits
Member Price: $79

All entities are subject to the new expected credit loss model established by recent GAAP. This course will provide highlights of the latest requirements for measurement, presentation, and disclosure.
Thinking Like an Auditor When Preparing Your Financial Statements
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Online
2.0 Credits
Member Price: $79

External auditors understand concepts like materiality, reasonableness, and risk of material misstatement. This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures.
Leading Up: The Superpower Every Ascending Leader Needs
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Online
2.0 Credits
Member Price: $79

Most leadership training focuses on leading downstream, with the goal of eventually advancing to an executive role. Few people get to be “top dog” in their organization. So, nearly every worker will spend their entire career leading up, even while serving in a leadership role. Learn the skills and tactics needed to develop an effective working relationship with your boss and other superiors. Gain the credibility and support necessary to get things done and advance professionally.
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial St
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Online
4.0 Credits
Member Price: $129

The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big
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Online
3.0 Credits
Member Price: $129

In this course, we will discuss what derailer habits keep you from achieving your fullest potential and deserving place.
Five Amazing Business Books in 100 Minutes
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Online
2.0 Credits
Member Price: $79

If you are efficient and want to learn lessons from the best in a short time, this seminar is for you. Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective. The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think? These lessons are valuable for every business leader.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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Online
2.0 Credits
Member Price: $79

GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
Critical "Soft" Skills for CFOs and Controllers
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Online
4.0 Credits
Member Price: $129

Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be!
Awesome Business Lessons from the Past: Learn from the Best!
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Online
2.0 Credits
Member Price: $79

Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time.
Budget Mastery: Process, Problems, and Solutions
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Online
2.0 Credits
Member Price: $79

The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
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Online
2.0 Credits
Member Price: $79

The difference between star performers and average ones in leadership roles is attributable largely to emotional intelligence (EQ). It’s surprising, then, that EQ is underrated as an essential ingredient for success in life and leadership. This presentation highlights the importance of EQ and provides participants with actionable tools to develop better relationships within and outside of the workplace, build healthy teams, and navigate constant change.
10 Keys to Outstanding Service and More Referrals
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Online
4.0 Credits
Member Price: $129

In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
The Art of Marketing for CPAs
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Online
4.0 Credits
Member Price: $129

To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.0 Credits
Member Price: $129

There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.
Critical Technical Skills for CFOs and Controllers
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Online
4.0 Credits
Member Price: $129

Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Online
4.0 Credits
Member Price: $129

There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.