CPE & Event Calendar
For details about the CPE and event categories below, please click here.
The Employee Evaluation Review
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
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.
The Ultimate Guide to Retirement Planning
Available Until Tuesday, April 30
TBD
31.00 Credits
Member Price: $709
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. This program is designed to improve the quality of services to clients and the profitability of engagements, and it projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final, personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after-tax Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed, and elder-care planning is examined.
Time Management for CPAs
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
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.
Top 5 Ways to Fund Your Retirement
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
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 and the top 5 ways to fund your retirement.
Top Tax Techniques, Traps, Trip Cords and Rip Cords With Multistate Trusts
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
Clients rely on their advisers more heavily to provide perspective and clarity as legislation and regulations evolve. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.
Trusts as Retirement Plan Beneficiaries 2022
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
Often trusts are named as beneficiaries for Individual Retirement Accounts and other retirement arrangements. The choice has an impact on both income tax and estate planning. Trusts allow the IRA owner or plan participant to have beyond-the-grave control over the distribution payouts.
Two Critical Excel Functions: VLOOKUP and SUMIFS
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
The VLOOKUP function has long been the reigning champion of Excel's lookup functions. But the recently introduced SUMIFS function is quite powerful. So which function should we use to perform our lookup tasks? In this session, we'll dig into this question and see when and how these functions can be used. Course is presented in Excel for Windows. Note: Certain 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.
Understanding Team Dynamics
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
In business, teams can contribute to major success or disintegrate into failure. Be sure that you're building a winning team by understanding the dynamics of teams in the workplace. Understand the relationship between the learned and what is required for successful performance within a team context. We'll focus on key team roles, characteristics of high-performing teams and other key success behaviors that support group morale and productivity. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on June 8, 2015.
Unleashing Innovation and Creativity For Greater Results
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
In today's business environment creative problem-solving and innovation are more important than ever to succeed. In this course, you'll discover how to unleash your own creative potential as well as that of your colleagues and teams. Learn when to take smart, educated risks; how to become a forward-thinking leader capable of generating fresh ideas, and how to see the positive aspects of failure. The helpful advice you'll receive in this course will bring both personal success and corporate success. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 3, 2015.
Visual Estate Planning
Available Until Tuesday, April 30
TBD
9.00 Credits
Member Price: $209
Throw away the tax code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan - from the simplest to the most complex.
Why is Corporate Virtue in the Eye of The Beholder? The Case of ESG Ratings
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
Despite the rising use of environmental, social, and governance (ESG) ratings, there is substantial disagreement across rating agencies regarding what rating to give to individual firms. As what drives this disagreement is unclear, we examine whether a firm's ESG disclosure helps explain some of this disagreement. We predict and find that greater ESG disclosure actually leads to greater ESG rating disagreement. These findings hold using firm fixed effects and using a difference-in-differences design with mandatory ESG disclosure shocks. We also find that raters disagree more about ESG outcome metrics than input metrics (policies), and that disclosure appears to amplify disagreement more for outcomes. Last, we examine consequences of ESG disagreement and find that greater ESG disagreement is associated with higher return volatility, larger absolute price movements, and a lower likelihood of issuing external financing. Overall, our findings highlight that ESG disclosure generally exacerbates ESG rating disagreement rather than resolves it.
Wine Industry Conference 2022 On-Demand (No CPE)
Available Until Tuesday, April 30
TBD
0.00 Credits
Member Price: $359
The ever-dynamic wine industry is a bouquet of complex flavors, including tax law, labor and accounting issues. Join us in-person on Dec. 1-2, for our 2022 Wine Industry Conference, and drink in all of the specialized information you need for this key California industry. You'll learn about critical changes facing the industry, as well as hear from industry experts.
A&A CPE Bundle
Multiple Events Between Friday, April 1 - Sunday, April 30
Eligible for 23.00 Credits
Member Price: $480
Our Curated CPE Bundles offer a selection of courses, so you can get up to speed at your convenience. For our Accounting & Auditing bundle, we’ve put together a selection of courses covering everything from FASB accounting standards and auditor independence compliance to auditing common investments and practical guides for auditing cash and cash equivalents.