CPE + Events Catalog

Robotic process automation (RPA) provides organizations numerous benefits in achieving efficiency and effectiveness, but not without risks. Without proper management, the risks posed by RPA may outweigh its intended advantages. RPA risk management has received little attention in prior accounting research and practice. We'll discuss risks and control considerations important to achieving the return on RPA investment and maintaining the integrity of the automated processes, substantiated by interviews with RPA and risk professionals. Our interviewees suggest that RPA risk management provides incremental value in addition to risk management of Enterprise Resource Planning (ERP) systems, that the skillset needed for RPA risk management may be missing among risk professionals, and that existing risk and control frameworks must evolve for RPA risk management.

This advanced financial modeling course will teach you how to perform Excel sensitivity analysis with a focus on practical applications for professionals working in investment banking, equity research, financial planning & analysis (FP&A), and finance functions. The tutorial goes step by step through all the formulas and functions required to perform the analysis in Excel from scratch. By the end of this course, you will have a thorough grasp of how to build a robust sensitivity analysis system into your Excel financial model. Form and function are both critical to ensuring you can handle quick changes and information requests when you're working on a live transaction.

This course will explore the countless tools that most Excel users overlook . Additionally, We'll also explore the latest new features and tools. Also, we'll explore numerous time-saving features that help spreadsheet creators.

Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth. In this session, you will delve deeper into the essential components that contribute to a thriving CAS practice, including best practices for client engagement, innovative service offerings, and effective marketing strategies. By understanding the nuances of CAS, you will be equipped to navigate the challenges of the modern accounting landscape and capitalize on emerging trends that can enhance your service delivery and client satisfaction. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.

Business models must adapt to use digital technology as part of their business strategy. In this course, you will learn how digital technology improves day-to-day operations and how to acquire the funding and talent required to become a digital enterprise.

Discover practical strategies for managing HR issues. From federal labor laws to employee life cycle management, this webinar covers the essentials to help you navigate today's workplace complexities. Sponsored by Paychex.

Learn how to reduce the uncertainty managers face by predicting future events and quantifying their impact on the organization. Gain tools to identify strategic options based on the use of decision trees and apply scenario planning in strategic decision-making and planning.

Stellar facilitator and coach Erin Daiber shares essential best practices, focusing on key areas such as effective feedback delivery, handling difficult conversations, fostering team accountability, mastering the art of delegation, and prioritizing well-being. You'll gain practical insights and skills to navigate the complexities of leadership with confidence and success. Elevate your managerial prowess and unlock your team's full potential through this empowering learning experience.

To maintain a competitive advantage for your business, understand why effective planning is needed for both "red oceans" (or well-known market spaces) and "blue oceans" (the unknown). Business models must adapt to changes that are sustainable, feasible, and accessible as part of their business strategy. In this course, you will learn strategic optimisation and how it helps with sustaining successful and business performance.

This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions.

This course equips CPAs and financial experts with practical strategies to deliver clear, confident, and defensible testimony during direct examination. You'll learn how to prepare effectively, structure your testimony, and communicate complex financial analysis in a way that judges and juries can understand. Topics include advance case preparation, file documentation and privilege awareness, scripting direct testimony, using courtroom graphics, and managing credibility under legal scrutiny. Real-world examples and best practices are shared to help you strengthen your effectiveness, maintain independence, and avoid common pitfalls in litigation testimony.

Business succession is not just a legal transition - it's a financial turning point. In this practical session, veteran business attorney Jason B. Meyer, Esq. outlines the governance, structural, and planning steps that help protect enterprise value and prevent costly disruption. Designed for CPAs, CFOs, and financial advisors, this course focuses on strengthening charter documents, mitigating continuity risks, preparing for due diligence, and coordinating legal and tax strategy to support smooth ownership transitions - whether to family, employees, or external buyers.

Divorce is not only a legal process, but also a life-changing financial event. There are three forums for divorce: mediation, collaboration, and traditional litigation. Alternative dispute resolution (ADR) methods like mediation and collaboration offer confidential and discreet ways to resolve issues without traditional litigation. A divorce financial planner can help navigate the process and provide expert advice on financial and tax decisions. Lili Vasileff, President of Wealth Protection Management, joins this segment to discuss the various forums of divorce, compare forms of alternative dispute resolution, and explore top trends.

This practical and forward-looking course introduces accounting professionals to the specialized field of forensic accounting, with a focus on how to strategically expand an existing practice into litigation support and investigative services. Designed and presented by Brian Peter Brinig, JD, CPA/ABV, ASA, this course walks you through the full landscape of forensic accounting'from foundational distinctions between investigative and litigation tracks, to the technical, ethical, and marketing strategies needed to succeed in this high-demand profession. You'll learn how to identify profitable niches, navigate the adversarial litigation environment, apply professional standards, and avoid common pitfalls such as conflicts of interest and overstepping professional boundaries. With emphasis on real-world implementation, this course provides essential tools to launch and grow a respected forensic practice grounded in objectivity, credibility, and compliance.

Everyone agrees we need to administer useful employee evaluations. However, few managers take the necessary time to effectively plan for upcoming reviews or think about how to correctly administer each one. As a result, an employee review can be an unhelpful and negative event'or could be a great catalyst for future high performance. Gain insight to the performance cycle; learn the importance of continuous improvement through coaching; and identify 360s and other forms of data, among other topics. The webcast was originally broadcast on July 18, 2016. Note: There is a minimum passing rate of 70% for this course.

Businesses are increasingly evaluated on factors beyond their balance sheets. Jennifer Harrity explores the realm of sustainability and the unique role accounting firms play in offering this essential service, providing a comprehensive view of clients and their organizational health. We will define sustainability in the context of modern business and discuss its emergence as a significant disruptor. You will discover how accounting firms can integrate into this progressive landscape and gain insights into one of the fastest-growing ESG (Environmental, Social, and Governance) frameworks: B Corporation certification.

Passive income doesn't require substantial capital'it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.

Whether you're put on the spot while attending a meeting, presenting a proposal, selling an idea or answering a barrage of questions after a stressful presentation, being able to think on your feet in unexpected situations is a skill worth mastering. In this course, you will learn to take control of the moment, organize your thoughts, respond with confidence and be prepared to handle a difficult situation with diplomacy. 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.

Develop a framework of "effective" time management. Identify the three time factors: time wasters or stealers, time savers and time management techniques. Highlight concepts that distinguish the relationship of time management and behavioral science versus traditional time management tools or gimmicks. Also, explore the need for managing oneself in order to improve the management of time. The webcast was originally broadcast on May 4, 2017. Note: There is a minimum passing rate of 70% for this course.

The SECURE Act and follow-up IRS guidance turned retirement plan distribution rules on their head'especially when trusts are involved. Trusts are still a popular way to pass on IRAs and other retirement assets, but the tax treatment and distribution rules today look very different from the old playbook. In this course, we'll unpack the new landscape step by step. You'll get clear on the categories of beneficiaries, the common types of trusts used, and how distributions are actually reported. With practical examples and straightforward analysis, you'll walk away ready to: Evaluate beneficiary designations with confidence Spot tax consequences before they cause surprises Anticipate and navigate planning challenges under current law