CPE + Events Catalog

Decision analytics help you evaluate your options. A decision tree is an excellent tool that allows you to lay out options and investigate the possible outcomes to then objectively choose your course of action. Along with value and sensitivity analysis, you will have the tools to make an impact.

Build a financial planning playbook that works. This course shows you how to design a turnkey system for tackling real client challenges'from insurance and investments to taxes, retirement, and estate planning. You'll learn how to navigate tough decisions, develop practical solutions, and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees, and clients facing major life shifts.

This course offers a comprehensive and practical framework for CPAs and financial professionals involved in forensic accounting and expert witness testimony. You'll gain insights into the two essential foundations for litigation success: (1) Crafting a defensible expert opinion using the FARC Methodology (Facts, Assumptions, Rationale, Conclusion) and (2) Organizing the expert file to withstand rigorous cross-examination. The program integrates analytical creativity with disciplined documentation practices, equipping attendees to effectively defend their conclusions in court. We'll explore real-world examples, litigation strategies, and best practices to enhance your professional credibility and courtroom performance.

Making great decisions is not about being a genius. It's about knowing thinking tricks and avoiding thinking traps. Gain an appreciation for short-term vs. long-term decision making; get past the use of cognitive traps, such as stereotypes; and come to grips with the role of values in decision making. Finally, you will focus on how to frame decisions for others to maximize decision commitment. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

Some employees need very little of your time, but most employees'even top performers'require regular feedback. However, most managers are not clear about what constitutes useful feedback. Gain clear and practical advice about the elements of productive feedback, knowing when to engage a feedback session, how to be effective interpersonally when discussing difficult topics and how to seek feedback for yourself. The webinar was originally broadcast on May 16, 2016.

We all have 24 hours to work with each day'but only a minority truly know how to maximize the use of time. Join us and learn how to prioritize work, strategically leverage other people, know when to work on what, protect your time, manage access to you and how to say no. The webcast was originally broadcast on May 13, 2016.

This course delves into the psychological phenomenon where individuals doubt their abilities and fear being exposed as frauds despite evidence of their competence. Through insightful modules, you'll gain insights into the origins, manifestations and impact of Imposter Syndrome. Using practical strategies and tools, you'll learn to navigate and overcome these self-limiting beliefs, fostering confidence and resilience in both personal and professional spheres. Join us on this empowering expedition to unravel the complexities of Imposter Syndrome and emerge with the skills to conquer self-doubt. Whether you're a student, professional or entrepreneur, this transformative course has been meticulously designed to empower you to conquer Imposter Syndrome and embrace the true magnitude of your worth. Refuse to let Imposter Syndrome hinder your journey any longer. Embrace this opportunity to step into your authentic self and forge a path toward unparalleled growth.

This 8-part series, offered in partnership with Project Equity, equips CPAs and financial professionals with the expertise to advise clients on employee ownership as a strategic tool for succession, retention, and growth. This program provides a comprehensive understanding of employee ownership structures, including Employee Stock Ownership Plans (ESOPs), Worker Cooperatives, and Employee Ownership Trusts (EOTs). You'll explore the financial, tax, valuation, and legal dimensions of each model'learning how to assess feasibility, structure transactions, and ensure ongoing compliance. Explicitly designed for CPAs, the program bridges technical accounting and advisory practice, enabling professionals to guide clients through ownership transitions that align financial performance with long-term business goals. You'll gain practical insights into financing mechanisms, governance frameworks, and implementation strategies that support sustainable, employee-owned enterprises. Whether advising business owners on exit planning or supporting clients exploring alternative ownership models, CPAs completing this program will be prepared to deliver informed, strategic guidance that enhances both client outcomes and community impact.

Environmental, social, and governance (ESG) factors are increasingly becoming important considerations in many firms - capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company's valuation and its overall risk profile. This ESG Integration & Financial Analysis course examines how ESG initiatives and performance can influence a company's income statement, cash flow statement, and balance sheet. After covering the most important qualitative and quantitative factors that may impact a company's financials, we dive into a case study where we interpret ESG information from an example company's sustainability report, then model these various scenarios in Excel. We also work through several optional, advanced modeling techniques to support cleaner data visualization, including the use of Macabacus shortcuts.

At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of the Employee Ownership Advisor. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance, and effectively communicate the financial advantages of employee ownership to clients. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for partial or partial onramp to full conversion in employee-owned businesses. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to ensure adherence to compliance and legal obligations concerning employee ownership, navigate the documentation and regulatory filings specific to different employee ownership forms, and establish mechanisms for maintaining ongoing legal compliance in employee-owned businesses. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the transition process to employees and stakeholders, and providing continuous support and guidance to businesses operating under employee ownership. - This course is offered in partnership with Project Equity.

Corporate clients concerned with succession planning and stock compensation often have heard about Employee Stock Ownership Plans (ESOPs). You will learn the fundamentals of what an ESOP really is, the tax advantages for corporations and the shareholders, and the benefits for employees. We will compare and contrast C corporation versus S corporation ESOPs.

Are you a perfectionist? If so, you're in good company. 92% of professional leaders see their work impacted by perfectionistic tendencies. Additionally, 99% of accountants say they have experienced or are experiencing burnout. We can't easily control external factors; the industry's pipeline deficit and intense demands of tax and busy seasons. However, perfectionism is something we do have control over and it's not to be dismissed or overlooked. When driven to perfection, accountants work even longer hours and feel overly self-critical. In this one-hour workshop, discover how perfectionism drives you to exhaustion and how to prevent burnout while still delivering high-quality work.

What do you do when a setting, shortcut or command isn't available in Excel? Well, you create a macro, of course. Macros allow Excel users to extend the capabilities of Excel and create shortcuts and commands. In this session, you will use the recorder to create a macro that applies a built-in format setting. You will then write a macro in the visual basic editor to provide a shortcut to a popular Excel function. The course will also cover how to add macros to the Quick Access Toolbar so you can easily execute them in the future. 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 May 3, 2016. Note: There is a minimum passing rate of 70% for this course.