CPE & Event Catalog
Critical Elements Of Business Law FLEXCAST
Available Until
Your Desk
2.0 Credits
Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.
Critical Rules for Moving Retirement Accounts for Owners: Transfers, Rollovers, Roth Conversions FLEXCAST
Available Until
Your Desk
1.0 Credits
Moving IRA methods. Employer plan assets. Account identification. Unintended distributions. Fix mistakes.
Critical Traits of a Thinking Auditor – Stretching Experienced Auditors Beyond the Basics ON DEMAND
Available Until
Your Desk
2.0 Credits
Financial success. Retaining clients through superior client service. Developing other professionals.
Crowdfunding Essentials ON DEMAND
Available Until
Your Desk
2.0 Credits
Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A plus. Stock valuation
Cryptocurrency Client Concerns FLEXCAST
Available Until
Your Desk
1.0 Credits
Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.
Cryptocurrency Taxation: A Foundation for Advisors ON DEMAND
Available Until
Your Desk
2.0 Credits
What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.
Cryptocurrency Taxation: An Overview for Advisors FLEXCAST
Available Until
Your Desk
1.0 Credits
Investors. Tax planning opportunities.
Cultivating Your Authentic Brand ON DEMAND
Available Until
Your Desk
1.0 Credits
Uncover what makes your firm different. Develop magnetic and authentic brand messaging. Bring your authentic brand to life. Attract the right audience.
Culture Dash: How Workplace Culture Drives Fraud Risk ON DEMAND
Available Until
Your Desk
2.0 Credits
Embracing differences and unique contributions. Ethical decision-making in business transactions. Critical thinking skills. Complex problem-solving.
Current Issues in Performing Yellow Book Audits ON DEMAND
Available Until
Your Desk
2.0 Credits
Government Auditing Standards. Yellow Book.
Current Nonprofit Fraud Trends ON DEMAND
Available Until
Your Desk
4.0 Credits
Fraud in nonprofit.
Current and Emerging Issues in Specialized Tax Planning ON DEMAND
Available Until
Your Desk
3.0 Credits
Specialized tax incentives.
Customer and Portfolio Analysis ON DEMAND
Available Until
Your Desk
1.0 Credits
Customer value analysis. Portfolio analysis using BCG matrix.
Cybersecurity Risk Management Trends ON DEMAND
Available Until
Your Desk
2.0 Credits
Overview of current cybersecurity threats and how to mitigate data breach risk. Describe how to avoid malware and other security threats.
Cybersecurity for Financial Professionals ON DEMAND
Available Until
Your Desk
2.0 Credits
Cybersecurity definition and importance. Cybersecurity terminology. Overview of cyber threats. Cybersecurity best practices and tools. Virtual Private Networks (VPNs).
Cybersecurity: A Guide for Accountants ON DEMAND
Available Until
Your Desk
9.0 Credits
The evolution of cybersecurity. Cybersecurity threats and attacks. Create a security-conscious culture. Apply security countermeasures. Meet regulatory compliance.
Data Analytics for Accountants and Auditors FLEXCAST
Available Until
Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Data Driven Finance Decisions Without Analysis Paralysis ON DEMAND
Available Until
Your Desk
2.0 Credits
Data driven finance decisions.
Data Protection and IRS Compliance: Crafting an Effective WISP ON DEMAND
Available Until
Your Desk
2.0 Credits
Data protection. IRS compliance. Crafting an Effective WISP.
Data Security for the Tax Professional FLEXCAST
Available Until
Your Desk
1.0 Credits
PTIN renewal. Publication 4557. IRS security summit. Form 8821. Scam callers. IRS scams. Cyber warning indicators. IRS dirty dozen.