CPE + Events Catalog

CFI's - FP&A Modeling Pt.6 - Financial Statement Aggregation - course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to aggregating monthly figures into quarterly and annual amounts.

CFI's - FP&A Modeling Pt.7 - Dashboard Visualizations - course will help you understand how to configure FP&A data to visualize on a dashboard. We will also review some Excel skills used to create rich charts and graphs.

CFI's - FP&A Variance Pt.1 - Build & Configuration - course will help you understand the best design for an FP&A model to review monthly data in a quantitative and qualitative manner.

CFI's - FP&A Variance Pt.2 - Roll Forward & Analysis - course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.

CFI's - FP&A Variance Pt.3 - Protection & Presentation - course will help you understand how to protect FP&A models on multiple levels to maintain financial model integrity. The course will also review best-in-class approaches to printing & presenting model results to important stakeholders.

Excel is the most widely used analysis tool in the world and a great starting point for diving into data analysis. In this course, you'll apply Excel's native tools to structure your data into spreadsheets and tables. You'll then analyze and produce insights from that data using pivot tables. Finally, you'll visualize those insights by building a dashboard in Excel. You'll apply these skills using modern functionality like dynamic array formulas, linked data types, Power Query, and Power Pivot. You'll work hands-on with real-world scenarios, using datasets pulled from financial statements and retail sales.

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the perception of value in the area of finance has changed, the role of the finance function in cybersecurity, and how finance leaders can help create a data-driven organization.

Every CPA firm needs a succession plan'whether that means selling your practice, merging, or simply having a clear exit strategy to protect client relationships and ensure a smooth handoff of firm operations. Succession isn't just a future concern'it's a business essential. Join us for a focused webinar designed specifically for CPAs looking to prepare their practice for transition. Whether you're years away or actively planning your exit, this session will give you the insights and tools to move forward with confidence. We'll walk through current market trends and firm valuation strategies so you can understand what your practice is really worth. You'll learn what buyers are looking for'including how private equity is shaping the landscape'and what you need to do now to make your firm more attractive. We'll also explore tax implications, seller financing options, and the financial documentation that can make or break a deal. Beyond the numbers, we'll cover common pitfalls to avoid, key elements of business continuity planning, and how staffing decisions impact your succession timeline. This session is built to help you protect the legacy you've worked so hard to build'and position your firm for a smart, seamless next chapter.

High-performing leaders and teams often feature great communicators. Ironically, we spend little of our professional time thinking and talking about what great communication looks like. Learn the secrets of high-impact communication; explore effective vs. less effective communication channels; discover the power of giving and receiving professional feedback; the benefits, and curses, of nonverbal communications; and how to make highly impactful presentations.Plus, to reinforce learning, you will actively engage in lively and informative communication-related activities. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

Firms often ask supervisors to appraise subordinates - potential to succeed in higher-level positions. These appraisals can take place within social and organizational contexts that emphasize improving the experiences of females in male-dominated settings. Using this context, we experimentally examine whether supervisors differentially interpret and use the same accounting information when appraising the potential of subordinates of different genders. We draw on attribution theory and research suggesting that a diversity emphasis sends two conflicting signals'females are less able than males, but more valuable from a diversity standpoint. We find that supervisors - beliefs about subordinates - abilities in their current positions are lower for female than male subordinates. While prior research suggests this should result in supervisors appraising female subordinates - potential as lower than males - , we find the opposite. Our results suggest that firm efforts to improve the workplace experiences of females may do little to mitigate underlying gender stereotypes.

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.