CPE + Events Catalog

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.

Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business. Develop your skills Customer value management cycle Customer segmentation Customer lifetime value Customer profitability analysis Customer portfolios BCG Matrix

This certificate program equips CPAs and financial professionals with a structured learning path through the three stages of data analytics'descriptive, predictive, and prescriptive. Each course builds on the last, ensuring you gain both foundational knowledge and advanced skills to transform data into actionable insights that drive smarter financial decisions. You'll begin with Descriptive Analytics, learning how to evaluate analytics maturity and apply techniques such as text mining, clustering, and outlier detection to uncover patterns and anomalies. Next, you'll advance to Predictive Analytics, where you will apply forecasting methods and modeling techniques'including statistical forecasting and CART trees'to anticipate future outcomes such as staffing needs, revenue trends, and market segmentation. Finally, you complete the journey with Prescriptive Analytics, focusing on optimization strategies to recommend the best course of action. You'll solve decision problems involving capital investment and inventory management, gaining hands-on experience in applying prescriptive methods to real-world financial challenges. By completing this certificate, you'll move through the full analytics lifecycle, developing the ability to benchmark analytics capabilities, forecast with confidence, and optimize decisions for greater business value.

Finance and accounting professionals must apply a disciplined, decision-first approach to using data under uncertainty. David Schlosser, PhD, Senior Advisor at Velocity Advisory Group, presents a practical system for making defensible, data-driven decisions'addressing cognitive biases, data quality and controls, and decision governance. He emphasizes when data is - good enough, - how to avoid analysis paralysis, and how to align measurement, accountability, and documentation to support sound judgment and audit-ready decisions.

Finance and accounting professionals striving to be data-driven must distinguish between informed judgment and data overload to improve decision quality and defensibility. David Schlosser, Senior Advisor at Velocity Advisory Group, outlines a decision-first framework that clarifies options, assumptions, and guardrails, emphasizing bias awareness and "good enough" data aligned to risk. He also highlights accountability, governance clarity, and structured documentation to strengthen outcomes without sacrificing control.

Protecting financial client data is crucial to maintaining trust and integrity in the financial industry. A Written Information Security Program (WISP), required by the IRS, is designed to help tax pros effectively plan data security. Andrew Lassise, of Tech 4 Accountants/Rightworks, shares his expertise in helping tax and other financial professionals with IRS compliance and data protection measures. He explains how to maximize the IRS requirement to complete a WISP, offering a helpful road map for tax pros to protect their clients and themselves with a comprehensive cybersecurity strategy.

Data Visualization is part science and part art, from understanding why our brains process color more quickly than a table of numbers, to making use of white space and keeping visuals on brand. There are many facets to this exciting field. Mastering them will help you deliver exceptional visuals that deliver clear messages and build your credibility.

Even if your hiring systems are functioning correctly, sometimes employees encounter difficulties at work and underperform. If this becomes chronic, it's the leaders role to intervene and address the problem. Gain insight to handling this tough situation successfully by learning about the consequences of underperformance; goal clarity; resource sufficiency; ability versus motivation; when to intervene; and using progressive interventions, among other topics. The webcast was originally broadcast on May 13, 2016.