CPE Catalog & Events

You have developed strong technical expertise but what about those skills necessary to grow and expand your business? This module will discuss various methods of lead generation, investing in your people, the importance of branding, and the use of social media. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

The art of negotiating with your customers, clients, business partners and colleagues is a vital skillset for the business professional. Successful business negotiations will help you drive your business success and your career. This course will provide you with key tips and techniques you can use to improve your negotiating strategy, skills and confidence. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

America's greatest anxiety, public speaking, is a necessity in today's business world. Those who can speak in front of crowds and have effective presentational skills tend to move up the corporate ladder more swiftly. Discover how to stand in front of an audience, project confidence, and knowledge, all the while making a connection and capturing your audience's imagination to be powerful and persuasive. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Have you ever presented financial information to a group of non-financial people only to get the glazed-over and under-whelmed look from your audience? Presenting numbers is difficult -how can you get past that? In this course, you'll learn general tips, common mistakes and ways to improve your financial presentations. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Fraud costs US companies $400 billion annually. Do you know where the fraud is in your organization? Don't let your company continue to be a victim. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Project management is a results-focused concept that needs to be in the accountants' toolbox. For CPAs in public accounting, every engagement, tax return audit and SOC report is a project. For CPAs in finance, your month in close, and fraud and risk assessment are projects. This course will discuss the project management process from building a business case and planning, to execution and managing your team. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Do you know if your organization is risk-averse or risk aggressive? This course will define risk management and discuss the types of risk and risk management processes. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Leaders fail because of bad decision-making. Business professionals need to be able to respond to today's rapidly changing business environment by making quick and smart decisions. This course will help you understand decision-making styles and build decision-making skills. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Does your firm or organization know why it does what it does? Do you have a mission statement? This course will identify the importance of an organization understanding its "Why," how to use backcasting as a strategic planning tool, and the most important component of a mission statement. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Did you know that the core principles of improvisation are the same core principles in efficient, effective, and productive teams? The skills needed for effective improvisation are the same skills and principles that are used in building successful teams. Improvisation is based on the principles of: trust, respect, support, adaptation, listening, and communication. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Your company is only as good as your writing. Despite all your efforts, are you still trying to determine the difference between good and bad writing? This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

This video-based CPE course is included in Not-for-Profit Certificate II. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Tax Compliance track. Exemption from federal income taxes is one of the privileges enjoyed by the vast majority of not-for-profits (NFPs). For charitable organizations, tax-exempt status also provides eligibility to receive tax-deductible contributions from donors. Failure to comply with federal laws and IRS reporting requirements can result in significant penalties and excise taxes at best, and loss of tax-exempt status at worst. In this CPE course, you will learn about the organizational and operational requirements to establish and maintain tax exemption. Through real world examples, you will understand the more important areas where tax-exemption can be threatened. Also discussed are activities and transactions that NFPs should limit or avoid to protect their tax-exempt status.

Make change initiatives stick. An estimated 80% of organizational change initiatives fail - this course can help you beat the odds. By showing you how to employ the appropriate tools and techniques to proactively manage change, you can significantly increase your chances of success. This CPE self-study course will provide you with the practical tools and techniques - including the Positive Change framework - to successfully lead individuals through organizational changes, mitigate resistance, and achieve sustainable results.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course provides an overview of how to plan and prepare for a financial forensic engagement. Topics include considerations when accepting an engagement, defining the terms of the engagement, working with attorneys, and identifying and managing resources. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. Health insurance is affected not only by tax law, but by other legislation, as well. In this audiovisual CPE course, Tom Tillery covers significant pieces of legislation affecting your clients' health care. Of all the insurance contracts that will need to be employed in a client's personal financial plan, the disability insurance contract is one of the most difficult to apply. This course will educate you in the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits. Planning for property and casualty insurance is more than simply insuring the risk; it is the process of integrating property and casualty insurance contracts into the overall risk management plan. This course will give you the tools you need to master this complicated area.

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Mergers and acquisitions happen in all industries and in all sizes of companies. Forensic accountants should know the differences between mergers and acquisitions, as well as the types of disputes in these transactions. Through narration by an industry subject matter expert and practical scenario-based exercises, this CPE course provides a nuanced exploration of the differences between mergers and acquisitions and details the role a forensic accountant plays in these transactions. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Improve your powers of analysis using a pivot table. This course is the third in the Microsoft Power BI series and is designed to teach participants the importance of the PivotTable tool. This course demonstrates how to create pivot tables to make data analysis an easy task for all accountants. Participants will learn, step-by-step, the process for creating pivot tables and pivot charts for reporting. Set-up options will also be covered. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This self-study online course is part of the Microsoft Power BI: Power BI Series.

Make strategic decisions from an Excel dashboard! This is the fourth course in the Microsoft Power BI series. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. The course begins with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics, and shows how to create key performance indicators (KPIs). You will learn how to add charts and eye-catching visuals to make your dashboards easily understood. This course is presented using Excel 2019 but most concepts covered in this course apply to all versions of Excel. This self-study online course is part of the Microsoft Power BI: Power BI Series.

Take the next step with Power Pivot! This is the sixth course in the Microsoft Power BI series. This course focuses on using the Power Pivot features to enhance data analysis. Four features of Power Pivot will be reviewed: Data model Calculations Hierarchies KPIs A majority of the course will be spent on building a data model and using calculations. You will learn how to add data to your data model either directly into PowerPivot or from Get & Transform/Power Query. This self-study online course is part of the Microsoft Power BI: Power BI Series.

Get comfortable with data visualization! This course is an introduction to Microsoft Power BI tools. The course discusses the challenges of using Excel for data analysis while explaining the benefits of using the various Power BI tools to analyze data. In this course, you will: Learn to access data from on-premise and cloud-based sources. Identify data modeling tools that can save time in data preparation. Advanced users of Excel can learn to use the powerful DAX formula language to dig deeper into data that lead to actionable insights, as well as create interactive data visualizations. This self-study online course is part of the Microsoft Power BI: Power BI Series.