CPE + Events Catalog

This course explores the fundamentals of life insurance and how to manage life policies for high-net-worth clients. Starting with an overview of major life insurance terminology and policy types, the presentation dives into best practices on how to maintain a policy and covers: Questions to go over with your client How and when to implement policy reviews How to monitor a policy Different strategies for if your client gets declined or wants to sell their policy CPAs will take away important lessons on integrating discussions of life insurance policies with their high-net-worth clients.

This course will explain the psychological aspects of leading effective meetings. We'll take a look at the elements of F.O.C.U.S.S. - Focus, Organization, Conduct, yoUr presence, Stewardship and Solutions.

Excel's named reference capability allows us to create a friendly name and then use that name in a variety of places, including formulas. This session covers the basics of setting up named references with the Name Box, and then how to add, edit and delete names with the Name Manager. After naming a cell, a range and a constant, you'll dig into the details and name a few formulas. You'll then use the named formulas to create a clean and modular formula. Presented in Excel for Windows. Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web. The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.

The conditional formatting feature of Excel allows you to format a cell based on its value. In this session, we'll quickly get warmed up by covering the basics and then look in-depth at its more useful capabilities, including using a formula to define the formatting rule, using icon sets to create alerts and filtering for duplicates. Presented in Excel for Windows. (Please note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web.) The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.

As work demands increase, so does work-related stress. Understanding how stress is created and how to manage it effectively is the key to maximizing your productivity on the job. Learn about the nature of stress, its effects on your health and work and what to do about it. Several practical techniques will be shared to help enable you to keep stress in check and under control. The webcast was originally broadcast on October 27, 2016. Note: There is a minimum passing rate of 70% for this course.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to understand the latest on personal finance.

Single Audits: Governmental accounting and auditing continue to be complex but essential practice areas for the profession. Join us to stay on top of the latest legislation and regulations. You'll also gain insights into what's happening at the local and federal levels.

This course will introduce the Sustainability Accounting Standards Board's framework and the FSA (Fundamentals of Sustainability Accounting) credential and its relevance to management and financial services industries. The course will discuss the relevance of reporting and monitoring SASB metrics for private companies to manage risk, improve operational results and increase enterprise value.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help you u nderstand the latest on virtual currency.

CPAs, bankers, CFOs, controllers, financial analysts, credit underwriters and other financial professionals use financial ratios, but do not leverage them for maximum effectiveness. Understand a five-step key financial ratio analysis model-liquidity, activity, leverage, operating performance and cash flow analysis-that will help clarify and unify this often confusing subject. Additionally, consider the lendable real estate equity model, including case studies that illustrate key concepts and apply the models outlined in this course. The webcast was originally broadcast on July 17, 2017. Note: There is a minimum passing rate of 70% for this course.

Today's competitive environment requires you to lead your company or team through diverse and often complex scenarios. This course will help attendees determine importance of sound leadership skills, differentiating between a leader and a manager, and learn how to identify and eliminate roadblocks to successful leadership. Also, using leadership scenarios, address common workforce issues and learn techniques to best handle workforce diversity.

Acknowledging the diversity, equity, and inclusion (DE&I) challenges that exist in society and within the corporate sector, IMA (Institute of Management Accountants), the California Society of Certified Public Accountants (CalCPA), and the International Federation of Accountants(IFAC) began a journey to empirically assess the state of DE&I within the global accounting profession.

Explore the transformative potential of ChatGPT and other large language models in forensic accounting at our session. Delve into an introduction to ChatGPT and similar models, tailored for forensic accounting professionals, litigation services experts, emerging FVS professionals, and senior financial executives. This session was recorded on March 19, 4 at the 4 Fraud & Forensic Accounting Virtual Conference.

With recent high-profile cybersecurity breaches and increased practitioner and regulatory attention, organizations are under pressure to consider the accounting implications of these attacks and develop appropriate responses. Specifically, cybersecurity events may affect organizations' operations, financial and non-financial performance, and ultimately its stakeholders. To address how cybersecurity issues may affect accounting, this paper presents an Event, Impact, Response Framework to discuss current research and consider implications for both practitioners and researchers. The Framework highlights how practitioners may rely on research findings to better assess cybersecurity threats, understand their impact, and develop response strategies. Results encourage additional research examining how (1) organizations identify cybersecurity threats, incidents, and breaches, (2) cybersecurity affects different risks, and (3) management responses to cybersecurity risks and events. The Framework also suggests the need for cybersecurity research to extend beyond the Accounting Information Systems (AIS) community to areas such as financial accounting, managerial accounting, and auditing.

Many people wait until they receive promotion to start managing others. However, you can get ahead faster by understanding the importance of creating an upward influence instead of solely focusing on colleagues and subordinates. Learn the definition of managing up, specific methods that can be used in your workplace and reap the benefits of shifting your focus upward. If you are looking to be promoted or want to maximize your positive impact in a new role, this course will help you build a presence above you in your organization hierarchy that can set you apart. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on June 8, 2015.

The offshoring of external audit work to so-called low-cost countries is prevalent among the Big 4 professional services firms. Despite this, our understanding of how this form of offshoring influences audit practitioners and the audit process is limited. This course examines how and why offshoring emerged as an organizational matter that changed the way audit work is organized in a Big 4 firm context. Study findings demonstrate how changes in the design of offshoring processes influence interactions between onshore and offshore auditors. We'll: Uncover how individual ``boundary spanners'' struggle to coordinate audit work across the multiple boundaries that separate onshore and offshore auditors. Show how the institutionalization of ``boundary spanning'' functions in organizational structures and processes can have the unintended consequence of widening the boundaries between onshore and offshore auditors. Offer evidence of the effect of offshoring on the learning process of onshore and offshore auditors.

Most accounting studies use only public enforcement actions (SEC cases) to measure accounting fraud. However, private cases (securities class actions) also play an important enforcement role. We discuss the legal standards and processes for both public and private enforcement regimes, emphasize the importance of screening cases for credible fraud allegations, and show both yield credible fraud measures. We'll also demonstrate these research design choices affect inferences from prior research and a hypothetical research setting. Finally, we show common measures of accounting irregularities using Audit Analytics to proxy for fraud result in significant false positives and negatives and develop a fraud prediction model for use in future research. We recommend using both public and private enforcement with appropriate screening when examining accounting fraud to reduce Type I and II errors, or reporting the sensitivity of findings across regimes. This is particularly important given the reduction in accounting-related enforcement after 2005.

Self-improvement and the ability to motivate others is a cornerstone of great leadership. Learn about the importance of good feedback, recognition and rewards; explore the need to lead authentically by getting past simple labels to understand people as unique individuals; and understand the role of status differentials and how leaders must break down perceived communication barriers. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

Today's competitive environment requires the CPA to be a strong negotiator. Attend this proactive webinar and learn to ask for the business and close the deal. Topics emphasize negotiation skill building, effective communications, telephone techniques and the negotiation "process." Also, cover the importance of the "human" side of negotiations including "empathy," "ego" and "needs." The webcast was originally broadcast on April 21, 2017. Note: There is a minimum passing rate of 70% for this course.

The third in a four-part series takes a deeper dive into the keys to becoming an effective leader. You'll understand the components of self-awareness-understanding who you are, how others perceive you, and how to course-correct when necessary. We'll also cover the ability to effectively communicate and influence others, how to drive achievement and results and learn about the willingness and the ability to develop others. View all of the courses in the New Manager Series.