CPE + Events Catalog

Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness'knowing who you are, how others perceive you, and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally.

Organizations try to stay successful in the expansion of operations. To do this, business models must adapt as part of the business growth strategy. In this course, you will learn how to use Porter's diamond models to analyze global growth strategies and select the best action plan to implement them.

Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.

This course provides an overview of procedural writing. This includes a discussion of the scope and list of elements to include in a procedure and how to create a sequence that readers can immediately understand. This course also addresses how to use visual aids that highlight the key points and how to edit instructions precisely to ensure proper task completion. IMPORTANT: This course, previously titled "Perfecting Procedural Writing" 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. Speaker/Author: Philip Vassallo, Ed.D

Not a big fan of insurance - Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.

Exit planning isn't just a service'it's a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what's next, from assessing readiness to building the right advisory team. You'll learn how to start meaningful conversations with clients, identify risks that can derail a deal, and collaborate effectively with other professionals for a smooth exit. Whether you're adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client's business journey. You'll learn how to: Spot the signs of owner and business readiness Address key risks like the - 5 D's - (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process'and stand out doing it. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.

Power BI - Bringing It All Together for Data Analysis is an advanced course for professionals ready to integrate and optimize their use of Power Pivot and Power BI. Building on foundational skills, this session guides you beyond creating models and measures to fully harness these tools for uncovering insights and building impactful visualizations. You'll learn to streamline workflows, optimize model performance, and leverage advanced Power BI Service features to create solutions that go beyond basic reporting. By the end, you'll be equipped to synthesize your Power BI skills into powerful, audience-ready analytics. From presenting to stakeholders and sharing insights across teams to managing enterprise-level reporting, this course helps you bring every piece together into a comprehensive, efficient workflow tailored to real-world business needs.

This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will wo rk through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations. This is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants.

This downloadable PDF course offers more than 100 practical, insightful, and sometimes unconventional tips for accountants in financial leadership roles. Designed for controllers and CFOs, the content goes beyond technical rules and dives into the real-world challenges professionals face every day - from boardroom dynamics and ethical gray areas to team leadership and reporting strategy. Whether you're navigating organizational politics, benchmarking your finance team, defending a close process, or preparing for a career transition, this course offers both wisdom and practicality. You'll also find opportunities to benchmark your own practices against industry norms and peer organizations, helping you lead with greater confidence and clarity.

This on-demand self-study course addresses practical tips to help you, your clients and your organization to get through and manage a cash crisis. It is based upon the popular live webcast "Practical Tips to Get Through a Cash Crisis," originally broadcast in May 2020. During the course, you will receive practical advice and ideas to help manage issues brought on by the pandemic.

This course is designed to help any professional to learn how to deliver presentations that have an impact. Learn how to create useful slides, prepare your presentation, manage your nerves, set up the room and handle questions and answers. This webcast was originally broadcast on August 3, 2015. Note: There is a minimum passing rate of 70% for this course.

Strong presentation skills in any situation are core to personal and professional success. Great speakers are able to connect with their audience in ways that build trust and credibility in order to share ideas and influence thoughts. This workshop delivers innovative ideas, knowledge and tactics that will help you be a more successful communicator; in stand-up presentations, business meetings and in everyday interactions. 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.

This introductory course provides a clear, concise, step-by-step example of the fundamentals of how to import data into Alteryx, how to select and configure its tools to transform that data according to your needs, and how to export the cleaned-up version to an Excel workbook for further CPA-related calculations. It also introduces those new to Alteryx to frequently used technical terms and concepts, as well as how you can use Alteryx as a powerful complement to Excel to turbocharge your ability to produce CPA work products. In addition, this course covers the purposes and functionality of the various sections of Alteryx's main screen, including the Canvas, the Tool Palette, the Configuration Window and the Results window. This and other foundational knowledge taught in the course will increase your ability to confidently and expertly use the program's software tools. Finally, we'll share numerous insights and commentary that pertain directly to CPAs and the kind of work we do. If you've wanted to learn about Alteryx and how it can boost your productivity and advance your career, this course is for you!

Managing and growing a successful practice requires that you have good people providing exceptional service at the right price. That was once done by the hour, but in today's world, when tech can perform work faster than people, the billable hour no longer works. Your price should reflect the value you provide, improve the service provided to customers, and create a better work environment for your team. Yes, the right price can do all that! In this session, we'll explore how a radical approach to your pricing can lead to a stronger firm with greater profits. This course is from The Elevate Forward series, which continues the conversations started at the annual Elevate: Women's Leadership Forum.

A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and understand financial statements. We use real company annual reports and financial statements to better understand and analyze the financial strength of a company and help us make more informed decisions.

David Livitt, founder of Livitt & Associates, discusses the evolution of global mobility from a transactional function to a strategic contributor to business and talent outcomes. He examines how mobility supports market expansion, leadership development, and workforce planning, and highlights the skills, governance considerations, and performance measures needed to run effective mobility programs.

The regulatory environment drives an entity's financial reporting and external audit requirements. Finance professionals in management accounting should gain a full understanding of the regulatory environment in which their organisation operates and how to apply the requirements of laws, standards, and guidelines.

Revenue recognition continues to be a top compliance and advisory issue for CPAs in the construction industry. This session will dive into the complexities of ASC 606, including common pitfalls in contract modifications, variable consideration, and performance obligations. Real-world case studies will illustrate best practices for implementation and ongoing management. This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.

Economic Value Added, EVA, is a powerful yet often overlooked tool for risk management. Many accountants focus on EVA for performance measurement but miss its potential for identifying and mitigating risks. Alan Gorlick, CEO of Gorlick Financial Strategies, explains how EVA can optimize resource allocation, align investments with value creation, and reduce operational risks. With practical insights on dynamic metrics, bonus plans, and tools like Monte Carlo simulations, this segment equips financial leaders to turn uncertainty into opportunity and drive long-term profitability. Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

Robotic process automation (RPA) possesses several features that may give rise to similar but also new adoption effects (both benefits and challenges) relative to other information technology (IT) implementations. This study adds to the accounting and emerging technologies literature by examining the beginning-to-end process through which RPA is implemented in the accounting function. We adopt an exploratory and case-centered research methodology based on a mature RPA implementation in an accounting setting. We further corroborate it with interviews with subject matter experts and compare it with another case study of an early-stage RPA implementation. We identify five themes related to RPA adoption in accounting functions: workforce, IT governance, privacy and security, system sustainability, and the measurement of RPA success. We'll also present key takeaways that may support effective RPA adoption in accounting.