CPE & Event Calendar

This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Participants will also review recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.    

Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model and learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements, and seamlessly migrate from QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using, and excelling with QuickBooks Online.  Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!

A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.”  The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract.  It does not address the standards applicable to performance audits.

The Uniform Guidance requirements for subrecipient monitoring and management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring, and managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount, and subaward agreements to strengthen oversight and prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution.

People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language, which is key to communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts.

Generative AI is revolutionizing the business world, and savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency and productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly and efficiently. Say goodbye to inefficient and ineffective prompts, and hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game and achieve greater gains in your business. Sign up now and learn the secrets to getting the most out of your AI tools!  

This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments, and how IT General Controls (ITGCs) and application controls impact audit procedures. The course also introduces IT audit planning and scoping to help auditors determine what systems and controls to evaluate.

In forensic accounting, interviewing is used to obtain important information from witnesses and suspects. An important aspect is the ability of investigators to obtain accurate and reliable information from victims, witnesses and the suspects or any interviewee. The interview process is an essential part of information gathering for any investigation. The importance of improving the quality of the interviewing with the potential for visual recording of all interviews should be placed high on the agenda of all organizations across the globe. A properly conducted forensic interview can result in an extreme benefit regarding collection of information. The interviewer’s role is to develop a full understanding of the facts. There is a distinct difference between a forensic interview and a criminal interrogation. Typically, forensic auditors will not be involved in interrogations. The Canadian or U.S. forensic accounting profession does not have a standardized interview model to truly equip its professionals with the interview tools required to elicit confessions ethically. Majority of their skills are developed through experience, and not through a standardized model of training.  This session focuses on various interview concepts and methods.  

Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly.  Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message.  

This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. 

You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you.  This is a great and fun course on its own, but is also part three of a four part series on budget mastery.

If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.  

The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service

Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat and other PDF tools to make working with PDF files a breeze. Join our course and discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You'll also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure your PDF documents to the fullest. As the popularity and usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session and learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration and hello to efficiency!

Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment.  While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy.  Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert.  We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents.  If you want to enhance your leadership skills, this seminar is for you. 

The cash flow statement is one of the most confusing financial reports—yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most: how cash is generated and deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that, and include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting.

Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings.

Many organizations struggle to keep budgets current in an ever-changing business climate.  Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past.  Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process.  This session will show you powerful techniques to drive your organization’s performance.

Effective CFOs and CPAs play a critical role in shaping and executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail, and how finance leaders can help organizations create focus in an increasingly complex and fast-changing environment. Participants will explore competitive advantage, the use of financial and non-financial metrics, and the importance of aligning strategy with mission, culture, and resources. Through discussion and real-world case examples, attendees will gain practical tools to evaluate, measure, and support successful strategies across for-profit and nonprofit organizations. Use of some video reels will add levity to some of the key points.

Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.