CPE + Events Catalog

Selling doesn't have to feel like selling. This on-demand course breaks down a 10-step sales system designed specifically for CPAs who want to grow their firms while staying energized about their work. You'll learn how to attract the right clients, deliver real value, and build a practice that feels less like a grind and more like a calling. From refining your niche to mastering consultative conversations and asking for referrals with confidence, this session walks you through a client-focused process that builds trust, drives growth, and transforms your role from CPA to CEO. You'll learn how to: Build a client-attracting funnel that works while you work Craft content and landing pages that actually convert Communicate with purpose and consistency Deliver standout service that keeps clients coming back Grow your mindset'and your business'with intention Ideal for CPAs ready to take control of their growth strategy'without ever feeling like a salesperson. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.

Join us for an insightful course hosted by Hancock Askew & Co., LLP and Accountants, where we delve into the dynamic changes within the accounting industry. Technological advancements have revolutionized accounting firms, prompting the surge in demand for Client Accounting Services (CAS). In this session, we will explore the intricacies of reorganizing CAS teams, including evaluating success metrics, optimizing CAS structures, and executing effective reorganization processes. Our discussion will encompass decision-making protocols, implementation strategies, and post-implementation reviews. Unlock the benefits of a streamlined CAS team and learn to leverage objective evidence for informed decision-making throughout the reorganization journey.

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. It includes essential questions to discuss with your client, guidance on how and when to implement policy reviews, strategies for monitoring a policy, and different approaches to take if your client gets declined or wishes 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. Last Update: March, 2026

This course will introduce AI platforms and how they can be used to understand and create Excel formulas, understanding and writing VBA code for Macros, and much more. We'll explore the free ChatGPT service as well as Microsoft's built-in AI Excel features.

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.

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.

With a solid industry analysis,the business can better decide whether to enter, stay in, or leave an industry. The tools you will gain from this course will help you define where an industry is in its lifecycle, which can be used for applications such as determining the risk and reward ratio of a potential investment, or the making of strategic choices like diversification, market exit, market stimulation, and so on.

Inherited retirement accounts have changed'and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.

Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank's operations, as well as banking regulations, we have to modify the most common valuation approaches. In this course, we will build a dividend discount model, a residual income model, mark a bank's balance sheet to market value and discuss comparable valuation.

This self-paced business intelligence online training introduces you to the fundamentals of business intelligence (BI). You'll learn how data, tools, and team roles work together to drive smarter business decision-making. Unlike traditional data analysis training, this business intelligence course focuses on equipping you with practical, real-world BI knowledge you can apply immediately.

This course will introduce the Sustainability Accounting Standards Board's framework and the Fundamentals of Sustainability Accounting (FSA) 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.

In this unprecedented time, conventional investment wisdom won't work. This past year has demonstrated some of the most significant market movements and fears we have seen in years and our clients are becoming more skeptical than ever. Join Jeffrey H. Rattiner as he leads a comprehensive discussion on developing an investment plan in these unchartered times to weather the many storms that are pounding individuals and businesses. You'll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market, and then how to combine investments for the best results. This dynamic program will help you increase your client base and fees by incorporating a proven and practical approach to creating client investment portfolios into your practice and how to keep score to help you measure success. You'll leave with a clear understanding of how to build, sustain and evaluate investment portfolios for clients in these turbulent times.

- 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.

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.

An analyst must understand mergers and acquisition accounting, as it's crucial when properly building an M&A model and evaluating whether the deal makes financial sense. In this course, we cover the M&A accounting process, including fair value adjustments, calculating goodwill, deferred taxes, and various related fees and expenses. We also cover how a deal can be structured as either a stock purchase or an asset purchase and the resulting accounting implications. We will practice adding transaction adjustments to calculate a pro forma balance sheet, but we will also look at the impact of a transaction on the income statement and cash flow statement.

This workshop will help employees and managers understand the emotional stages everyone goes through during a change process. While learning to manage their own response to change, leaders will also discover the best way to help their employees become change-resilient. Research shows that the average business has undertaken five major organizational changes in the past three years, and 75% of those companies expect to pursue additional change initiatives in the next three years. These numbers present a significant challenge for companies, as most employees are resistant to change and are the primary reason change fails. Please note that this product will expire either on 06/30/2026 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

Many people wait until they receive a promotion before starting to manage 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 you can use 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's hierarchy that can set you apart. Note: The minimum passing rate for this course is 70%. The webinar was originally broadcast on June 8, 2015.

Mental Health Impacts at Work - addresses the growing need for workplace mental health support. Discover strategies to overcome stigma, improve communication, and create a culture that prioritizes employee well-being. Learn actionable steps to implement effective mental health initiatives, identify available resources, and empower your team to thrive.