CPE + Events Catalog

Numerous fraud cases point out that it doesn't take a sophisticated level of complexity to steal from an organization. Fraud is intended to be hidden and thus can very easily meet its target to deceive. Fraud has a pervasive role in today's corporate environment, and organizations that choose to ignore fraud risk or disregard its impact become a fraudster's opportunity. This course will provide the professional with valuable knowledge about fraud risk and various best practices in fraud prevention programs designed to mitigate such risk. The course will also provide an introduction to fraud investigations and forensic accounting and is ideal for the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.

For decades, scholars searched for a connection between a corporation's current performance with respect to sustainability and the future returns of its stock. In 2016, Khan, Serafeim, and Yoon published an apparent breakthrough in this quest: guidance on materiality from the Sustainability Accounting Standards Board allowed the construction of corporate sustainability scales that reliably predicted stock returns. Their finding had an immediate and broad impact, but it remains, in its authors' own words, just ``first evidence.'' Here, we further explore the relationship between material sustainability and stock returns by performing a ``model uncertainty analysis.'' We reproduce the original estimate but conclude that it is a statistical artifact. We then use machine learning to explore the practicality of employing historical associations to determine which aspects of sustainability are material to investors. We conclude that, for one popular source of data on corporate sustainability, accurate guidance on materiality may be difficult to achieve.

This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little-known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management within investments and client communications by c reating Trusted Planning Relationships.

Globalization impacts the work of businesses, individuals and the tax professionals who advise them. As a tax professional, you need an understanding of the forms, reporting requirements, standards and regulations required for filing taxes on cryptocurrency.

Culture clash? Navigate ethical dilemmas with Red Flag Mania's Culture Dash! Empower yourself to make ethical decisions in today's complex business environment with Red Flag Mania's Culture Dash, a self-study program designed for busy professionals like you. Sharpen your moral compass and develop the critical skills to identify and overcome personal biases that can cloud your judgment through a whodunnit learning adventure. Culture Dash plunges you into realistic scenarios, where you'll: Uncover hidden biases : Learn to recognize your own biases and how they might influence your decision-making. Navigate ethical dilemmas: Tackle real-world challenges that test your ethical boundaries and hone your ability to make sound choices. Identify the perpetrator: Become a detective of ethical conduct, piecing together clues to expose unethical behavior within an organization. Red Flag Mania's Culture Dash is your self-paced guide to fostering a culture of integrity and ethical decision-making. Invest in your professional growth and become a valuable asset to any organization. Enroll today! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle !

Learn about the latest Cyber threats facing CPA and Governmental agencies with specific examples of recent breach incidents. Gain an understanding of specific offensive and defensive measures an organization can take to increase their cybersecurity posture. This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 24, 4.

In this course, we'll dive into the world of analytics, equipping you with the skills to assess your clients' analytics maturity and leverage techniques for accurate forecasting. You'll also learn how to spot opportunities where optimization techniques can enhance financial decision-making. We'll cover the essentials, from understanding analytics fundamentals to exploring descriptive analytics methods like text mining, multidimensional clustering and statistical outlier detection. This course is part of a training series that introduces CPAs and financial professionals to descriptive, predictive, and prescriptive analytics, covering analytics benchmarking, forecasting methods and optimization for decision-making in capital investment and inventory management.

In this course, you will gain the skills to assess the analytics maturity of client organizations, effectively utilize analytics techniques for forecasting, and identify opportunities for optimization in financial decision-making. We will explore the fundamentals of forecasting, including statistical methods for making and evaluating forecasts. Through practical examples, you will learn how to forecast staffing needs for an office, predict product revenue in complex time series, and employ CART trees for market segmentation when dealing with nonlinear targets. This course is part of a training series that introduces CPAs and financial professionals to descriptive, predictive, and prescriptive analytics, covering analytics benchmarking, forecasting methods, and optimization for decision-making in capital investment and inventory management.

In this course, you will develop the skills to assess the analytics maturity of client organizations, effectively utilize analytics techniques for forecasting, and identify opportunities for optimizing financial decision-making. We will delve into the concept of optimization, covering the setup and solving of optimization problems. You will also learn how to optimize capital investment decisions using decision trees and enhance inventory management by implementing reorder points and safety stock. ? This course is part of a training series that introduces CPAs and financial professionals to descriptive, predictive, and prescriptive analytics, covering analytics benchmarking, forecasting methods, and optimization for decision-making in capital investment and inventory management.

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. Note: There is a minimum passing rate of 70% for this course.

Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined, emphasizing planning considerations. This course reviews property settlements and other transfers incident to divorce. Basis allocation, third-party transfers and purchases between spouses are also examined. Common pitfalls for the unwary such as transfers in trust, installment notes, and purchases between spouses, are analyzed. Application of these tax principles is exampled in selected asset divisions of the residence, business interests, insurance, and pension benefits.

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.

This course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the "big chunks" and bring their professional knowledge up to speed.

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 webcast was originally broadcast on May 16, 2016. Note: There is a minimum passing rate of 70% for this course.

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. Note: There is a minimum passing rate of 70% for this course.