CPE + Events Catalog

In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: - The fundamental principles of Mindfulness - An 8-minute Mindfulness Practice to be done daily - Creative and fun ways to apply Mindfulness to work activities - Effective overall strategies to bring creativity, balance, and energy to daily activities.

Finance professionals are ready to embrace the AI revolution, and this course is key to success in this endeavor. Join experts Dr. Mfon Akpan and Dr. Scott Dell as they reveal how cutting-edge AI tools like ChatGPT and multimodal models can automate workflows, boost decision-making, and unlock unmatched efficiencies in accounting. Learn to master the art of effective prompting, seamlessly integrate AI into your processes, and navigate critical ethical considerations like data biases and privacy. Stay ahead of the competition, harness the power of AI, and transform your role with innovation-driven strategies for the future!

Organizational support for alternative work arrangements (AWAs) is essential for the effective implementation of AWAs in public accounting, yet studies consistently suggest that such organizational support is lacking. Despite mass adoption of telecommuting (one type of AWA) during the COVID-19 pandemic, recent evidence suggests that firms vary greatly in the extent to which they plan to support telecommuting in the post-pandemic environment. Using a sample of 133 public accounting professionals, we explore whether several factors under the organization's control influence perceived organizational support for telecommuting and whether such support is linked with perceived career penalties from telecommuting usage and turnover intentions. Findings indicate that supervisor support for personal/family needs and procedural justice regarding telecommuting requirements are positively associated with perceptions of organizational support for telecommuting. Greater perceived organizational support for telecommuting is associated with both lower perceived career penalties from telecommuting usage and lower turnover intentions.

It can be challenging to ensure that your clients' have fully leveraged their fixed assets. Cost segregation is the beginning of a comprehensive tax plan and is key to maximizing tax benefits. To maximize tax savings on commercial real estate, cost segregation can be used thoughtfully in combination with multiple other strategies. By employing incentives like bonus depreciation, expensing under Tangible Property Regulations, Section 179 expensing, and more, CPAs can ensure that their clients have fully optimized their real estate tax efficiency.

Business strategy comes from internal and external forces. A formal and planned strategy approach implies that, during the analysis and evaluation of strategic options, every possible strategic option is considered. For some organizations, this is not practical, and various alternative approaches are practiced. In this course, you will learn how to set a formal strategic process as opposed to having an informal (or freewheeling) plan.

The three-statement financial model forms the foundation on which many other models and analyses are built, and constructing a three-statement model is a critical skill for many roles in accounting and finance. In this course, we will cover the most common errors and issues that cause a three-statement model to be out of balance. We'll show how to correctly find and fix these issues using error-checking best practices. We'll also build some common error checks that can be used to quickly diagnose issues.

Technical expertise alone doesn't create high-performing finance teams. In this session, Joe Witte of Velocity Advisory Group introduces the Birds Model, a practical framework that helps accounting and finance professionals understand how behavior influences communication, decision-making, and performance under pressure. Through four simple archetypes'eagle, parrot, dove, and owl'participants learn how to adapt their approach to reduce friction, improve collaboration, and balance accuracy with efficiency in today's fast-paced accounting environment.

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.

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.

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

This course provides an overview of drafting efficient business plans that get results. This includes a discussion of recognizing and differentiating between the SWOT and 5C analyses, ways of capturing readers' attention, and techniques for formatting and articulating business plans with relevant examples. IMPORTANT: This course, previously titled "Business Combinations v2.0," has been republished in our current course platform. Please be aware that the content is the same, with only minor updates. If you have already received credit for this course, you cannot receive credit again. 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.

We'll make the case that all professionals'and leaders in particular'must make developing others a top priority. The course will address the difference between coaching and mentoring as methods of developing others and will offer several specific tips for effective coaching and successful mentoring programs. Originally presented June 6, 2015. Note: There is a minimum passing rate of 70% for this course.

Today's competitive, complex business environment requires CPAs to be strong communicators. Listen and learn how to communicate your position effectively. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including - empathy, - - ego, - and - needs. - Summarized topics covered through a series of mini-case studies. The webinar was originally broadcast on May 3, 2017.

No team or organization is perfect, and we all experience conflict in our professional lives. How we manage conflict determines whether or not it ultimately helps or hurts our work. Learn how to tackle conflict positively by understanding sources of conflict, the damaging effects of unchecked negative conflict, how to react when conflict is directed at you, how to mediate when others experience conflict and how to create needed positive conflict. The webinar was originally broadcast on July 18, 2016. Note: The minimum passing rate for this course is 70%.

Contracts are the backbone of the construction industry but also a significant source of financial risk. This session will focus on risk management strategies for contract negotiation, delivery method selection, preconstruction services, change orders, and retainage policies. Learn how CPAs can help clients minimize financial exposure and enhance documentation transparency. This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.

Corporate Finance Fundamentals covers capital investment, capital financing, and the return of capital. Learn how companies evaluate potential projects for those that increase shareholder value. Understand how to optimize a firm's capital structure. Select various methods for returning capital to shareholders.

You will learn market-driven approaches that involve you analysing your organisation's customers and determining a pricing strategy that delivers your profit goals.

This 4-hour intensive course dives into Data Analysis Expressions (DAX) to help you build and validate powerful metrics in Power BI. Starting with DAX fundamentals and progressing to advanced formulas and time-intelligence functions, you'll learn how to create accurate, insightful measures. Through hands-on practice with PivotTables and real-world scenarios, you'll gain the skills to validate calculations, streamline analysis, and make confident data-driven decisions.

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience.

Your brand isn't just a logo'it's your identity. It's how your firm shows up, what it stands for, and why clients remember you. In this practical session, you'll learn how to define and elevate your brand in a way that feels real, relevant, and magnetic to your ideal audience. Through real-world examples and proven strategies, you'll uncover what truly sets your firm apart'and how to use that to attract the right clients, communicate your value, and stand out in a crowded market. Whether you're just starting to think about branding or ready to take it to the next level, this session will give you the clarity and confidence to own your story. You'll learn how to: Discover and refine what makes your firm different Build messaging that reflects your values and resonates with clients Create an authentic brand experience across every touchpoint Attract the right prospects and keep them engaged Perfect for CPAs looking to build a brand that's not just seen'but remembered. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.