CPE & Event Catalog
Creating Custom Functions in Excel FLEXCAST
Available Until
Your Desk
2.0 Credits
Basic rules. Creating a custom function. Editing and deleting a custom function.
Creating Effective Charts FLEXCAST
Available Until
Your Desk
3.0 Credits
Creating a chart. Editing and updating charts. Formatting and graphics. Creating a default chart. Custom chart types. Different chart types. Scaling. Printing charts. Link excel data into PowerPoint presentations.
Creating Leaders That Influence And Impact All Generations FLEXCAST
Available Until
Your Desk
2.0 Credits
Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.
Creating Value FLEXCAST
Available Until
Your Desk
1.0 Credits
The trusted advisor. Value evolution to revolution. Value pricing internal questions. Update engagement letters.
Creating an Accounts Payable Policy and Procedures Manual ON DEMAND
Available Until
Your Desk
1.0 Credits
The role an accounts payable policy and procedures manual plays. Creating the manual. Using the manual. The segregation of duties issue. Reviewing and updating your policy and procedures.
Creative Accounting: Navigating the Grey Areas of Financial Reporting FLEXCAST
Available Until
Your Desk
4.0 Credits
Motivations behind creative accounting. U. S. GAAP susceptible to creative accounting. Ethical implications and legal consequences of creative accounting. The role of corporate governance. Channel stuffing. Overstating asset lives. Underreporting liabilities. Hiding pension obligations. Misclassifying debt as equity.
Credit Controls ON DEMAND
Available Until
Your Desk
2.0 Credits
The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control system documentation. Terminating controls. Credit concepts. Credit process overview.
Credit and Collection Guidebook ON DEMAND
Available Until
Your Desk
14.0 Credits
Credit and collection operations. Credit procedures. Credit controls. Collection procedures. Collection controls. Credit policy. Credit application. Customer credit ratings. Ongoing credit monitoring. Interpretation of financial statements, and more.
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 ON DEMAND
Available Until
Your Desk
1.0 Credits
Moving IRA methods. Employer plan assets. Account identification. Unintended distributions. Fix mistakes.
Critical Tax Planning Issues - Looking Ahead to Uncertain Times ON DEMAND
Available Until
Your Desk
1.0 Credits
Upcoming tax law changes. Estate planning strategies. Long-term tax planning. Client tax advising.
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, and developing other professionals.
Crossing the Line: Financial Statement Fraud and Auditor Deception Cases ON DEMAND
Available Until
Your Desk
1.0 Credits
Dewy and LeBouef. ContinuityX. Financial statement fraud. Auditor deception cases.
Crowdfunding Essentials FLEXCAST
Available Until
Your Desk
2.0 Credits
Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A plus. Stock valuation.
Cryptocurrency Client Concerns ON DEMAND
Available Until
Your Desk
1.0 Credits
Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.
Cryptocurrency Taxation: A Foundation for Advisors - A Comprehensive Solution to the Challenges ON DEMAND
Available Until
Your Desk
2.0 Credits
What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.
Cryptocurrency Taxation: A Foundation for Advisors - From Uncertainty to Confidence 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 ON DEMAND
Available Until
Your Desk
1.0 Credits
Investors. Tax planning opportunities.
Current Fraud Trends - Nonprofit and Government Entities ON DEMAND
Available Until
Your Desk
2.0 Credits
The most common fraud schemes.
Current Issues in Performing Yellow Book Audits ON DEMAND
Available Until
Your Desk
2.0 Credits
February 2024 Government Auditing Standards.