CPE Catalog & Events

Strong ethical and fiduciary oversight by those charged with governance of a not-for-profit entity (NFP) is imperative to maintaining the public's trust.

This course explores the principles of belonging, with a particular focus on fostering a culture of fairness and inclusivity. Participants will learn the importance of creating environments where equal opportunities, access, and resources are provided to individuals from various backgrounds, identities, and circumstances. By understanding the role of inclusivity in addressing barriers, participants will be equipped to promote a greater sense of belonging and fairness within organizations and communities.

In this session, we will delve into intelligence and asset search methods that enhance investigations and facilitate recoveries. We will examine various sources of publicly available information, learn how to identify and verify pertinent data, and provide examples of how this information can be effectively utilized in traditional forensic accounting scenarios. This session was recorded on March 19, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.

Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency.

Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1:   Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit, and AMT adjustments  Part 2:    Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3:   Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning  

Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1:   Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit, and AMT adjustments  Part 2:    Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3:   Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning  

Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1:   Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit, and AMT adjustments  Part 2:    Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3:   Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning  

Get up to speed on the sweeping tax changes introduced by the "One Big Beautiful Bill Act," aimed at making the 2017 Trump tax cuts permanent. This course highlights key provisions such as expanded child tax credits, tax relief on tips and overtime, larger deductions for seniors and small businesses, and renewed 100% expensing for factories and equipment. We'll also explore the bill's controversial side: cuts to SNAP and Medicaid, reduced clean energy incentives, and increased non-military defense spending. You'll gain a practical overview of the most impactful changes to selected individual, education, business, retirement, insurance, international, and estate tax provisions enacted or indexed for inflation, helping tax professionals and preparers navigate the new landscape with confidence.

This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.

Managing Partner Chet Buchman of Swindoll, Janzen, Hawk & Loyd discusses how his firm restructured its business model to move beyond compliance work toward client advisory services. He explains how clarifying firm vision, adjusting pricing and client mix, managing capacity, and tracking key financial metrics supported sustainable growth, improved efficiency, and enhanced work-life balance, while strengthening client relationships and long-term firm viability.

Learn where to find the time without feeling overwhelmed by focusing on what matters.

Stress is the leading cause of chronic illness in the United States, with many Americans experiencing significant stress in their workplaces. This course provides professionals with practical strategies for managing stress, enhancing productivity, and preventing burnout. Participants will learn to understand both the positive and negative aspects of stress, equipping them with effective tools for workplace stress management. The course emphasizes recognizing stress signs and triggers in colleagues and employees. Through interactive activities and mindful communication exercises, participants will build a toolkit aimed at reducing stress levels, improving focus, and fostering a balanced work environment. Important: Some states may impose restrictions on the number of Continuing Professional Education (CPE) credits that can be earned in the personal development category. It is advisable to consult your state licensing board for specific guidelines and requirements

A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

This course provides an overview of the four types of intellectual property and the potential damages associated with infringements of each type.

Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.

The CFF Learning Pathway covers essential topics that will help you on your journey to earn the Certified in Financial Forensics (CFF®) Credential.

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you'll learn how to transform static spreadsheets into dynamic, decision-enabling reporting.

CFO Reporting Re-Imagined is a four-module program that transforms traditional financial reporting into a modern, AI-driven process.