CPE Catalog & Events
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Member Price: $89
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in Cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Controllership Series - The Controllers Role in Cybersecurity
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Online
1.00 Credits
Member Price: $39
The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolve. In years-gone-by, the concept of information technology and cybersecurity were left to our IT professionals. However, with the prevalent threat that exists in these areas, it is now one of the components of the controller’s skill set that should be in their toolbox. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Performance Management
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Online
1.00 Credits
Member Price: $39
The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
The Controllership Series: The Controller's Role in Digital Transformation
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Online
1.40 Credits
Member Price: $39
A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance and financial control within the organization. This course will introduce some of those topics and methods Controllers are beginning to turn to. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Member Price: $79
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics and mobile forensics. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic
Powerful Public Speaking
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Online
1.50 Credits
Member Price: $39
How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speakers credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals, and more. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Online
2.00 Credits
Member Price: $89
This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements, and common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops, and outreach initiatives. Finally, the session highlights WHICH departments play key roles, from financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting and how to align financial planning with community priorities. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Ask Me No Questions and I Will Tell You No Lies
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Online
3.00 Credits
Member Price: $109
As a parent, could you tell when your young children were lying to you? Most of you will say of course I could! How? Was it their words they said or how they acted when they were lying to you? Most of you will say, by the way they acted. We call that body language. Remember, words lie but the body always tells the truth…… without saying a word. At what age does a child learn to lie? When they are about six months old. We teach them, and we are really good at it! (We’ll talk about it.) As a rule, when an individual tells a lie, they know it’s wrong and as result it causes stress. That stress manifests itself in many ways. The individual that is lying wants to get rid of the stress by saying or doing certain things. We call these stress indicators, and they can be verbal or nonverbal. It’s particularly important to observe what the subject is talking about when the stress indicator appears. If an interviewer is aware of the verbal and nonverbal stress indicators, they can read a person like a book. Remember, words lie but the body always tells the truth. In this session, we will discuss the types of individuals that lie, why they lie, and both the verbal and nonverbal indicators of stress. In addition, we will discuss how to get them to tell the truth and make them feel good about it. Delivery Method: Individual webcast CPE Credit: 3Program Level: Various
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.40 Credits
Member Price: $79
Cloud computing has become a source of cyber-crime. “Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather and preserve evidence in a way that is suitable for presentation in a court of law.” Cloud forensics is a combination of the varied types of accounting forensics including: • Digital forensics • Network forensics. • Hardware forensics In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Member Price: $79
These are uncertain times. With constant economic fluctuation, geopolitical uncertainty and inflation pressures, corporations and their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the change is constant and every evolving, even the simplest of tasks like cash flow and cash forecasting can become difficult. This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues and forecasting. Of course, there are basic measures that can be employed such as: Proactively managing receivables and payables Automate your accounts payable and receivables process Keep business expenses at a minimum Work with digital methods of payment from vendors Use credit wisely However, this webinar will explore methods used to create and manage your cash flow and forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives and scenarios for the business. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Critical "Soft" Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $149
Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Strategic Government Budgeting: Tools for Long-Term Sustainability
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Online
1.00 Credits
Member Price: $39
This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning, enhancing budget transparency and resilience. By the end of the session, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
The Controllership Series: The Controllers Role in Compliance
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Online
1.40 Credits
Member Price: $79
The controller has several broad areas to stay up to date on regarding compliance initiatives: Financial compliance Regulatory compliance Operational Compliance IT Compliance Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
The Controllership Series: The Controllers role in ESG
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Online
1.50 Credits
Member Price: $79
As ever more jurisdictions move toward mandatory disclosure of ESG metrics, (ex: the European Union’s new Corporate Sustainability Reporting directive and impending U.S. SEC requirements) the urgency to get those disclosures right has gone up. This course to as an introduction to the concept of requirements for Controllers and financial personnel to understand ESG disclosures .Whether the role related to ESG disclosures and information falls into the job responsibility of the controller or not is yet to be seen. However, it is clear the Controller must maintain some level of knowledge and expertise around the types and timing of such disclosures. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Online
2.00 Credits
Member Price: $89
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve a bit deeper into the world of forensic accounting and identify some of the specific areas of expertise required to become a forensic accountant. We will then first delve deeper into the art of document analysis and handwriting analysis. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
K2’s Excel’s Best New Features
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Online
2.00 Credits
Member Price: $89
With the latest updates in Microsoft 365 and Office 2024, Excel is more powerful than ever. Packed with cutting-edge features, more innovative functions, and seamless collaboration tools, the newest version is designed to take your productivity to the next level. Whether you're crunching numbers, building dashboards, or collaborating across teams, these enhancements unlock faster workflows, deeper insights, and more thoughtful decision-making. Don't miss your chance to stay ahead of the curve-discover Excel's most exciting new features and learn how to put them to work for you. Your spreadsheet game is about to change-let's make it extraordinary! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Asset Misappropriation You Have It – They Want It
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Online
2.00 Credits
Member Price: $89
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal and not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it and you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one’s imagination. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Procurement Standards 2026: What You Need To Know
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Online
2.00 Credits
Member Price: $89
Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight, and domestic sourcing preferences. This session will provide grant recipients and subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 and aligning procurement policies with updated federal standards, and thresholds from the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements, and prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $39
With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions, and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization’s to properly plan for a volatile future. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic